Civic Intelligence

Sonoma County Academic Foundation for Excellence in Medicine

990 • Fiscal year 2017 • EIN 68-0136430

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 25, 2018

Organization ProfileN/A
1355 North Dutton Ave No 200Santa Rosa, CA 95401

(707) 527-6223

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.16x

Higher debt load relative to assets than 69% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.15x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

95th percentile

64%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

98th percentile

288%

Faster asset growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

194%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$711,154

Up $528,001 (+288%) from 2016

Net Assets

Up

$595,937

Up $489,393 (+459%) from 2016

Liabilities

Up

$115,217

Up $38,608 (+50%) from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin95th percentile

Revenue

Up

$760,030

Up $501,848 (+194%) from 2016

Expenses

Up

$270,637

Up $14,525 (+5.7%) from 2016

Net Income

Up

$489,393

Up $487,323 (+23542%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $232,127Liabilities 2010: $67,354Net Assets 2010: $164,7732010Assets 2011: $195,089Liabilities 2011: $60,959Net Assets 2011: $134,1302011Assets 2012: $160,687Liabilities 2012: $72,888Net Assets 2012: $87,7992012Assets 2013: $141,678Liabilities 2013: $51,909Net Assets 2013: $89,7692013Assets 2014: $158,662Liabilities 2014: $71,194Net Assets 2014: $87,4682014Assets 2015: $176,668Liabilities 2015: $72,194Net Assets 2015: $104,4742015Assets 2016: $183,153Liabilities 2016: $76,609Net Assets 2016: $106,5442016Assets 2017: $711,154Liabilities 2017: $115,217Net Assets 2017: $595,9372017Assets 2018: $684,650Liabilities 2018: $134,264Net Assets 2018: $550,3862018Assets 2019: $695,195Liabilities 2019: $125,141Net Assets 2019: $570,0542019Assets 2020: $869,862Liabilities 2020: $257,226Net Assets 2020: $612,6362020Assets 2021: $919,398Liabilities 2021: $423,203Net Assets 2021: $496,1952021Assets 2022: $1,194,256Liabilities 2022: $689,510Net Assets 2022: $504,7462022Assets 2023: $1,189,621Liabilities 2023: $567,576Net Assets 2023: $622,0452023Assets 2024: $926,825Liabilities 2024: $366,727Net Assets 2024: $560,0982024

Highlighted filing

2017

Assets$711,154
Liabilities$115,217
Net Assets$595,937
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $313,783Expenses 2010: $318,461Net Income 2010: -$4,6782010Revenue 2011: $228,695Expenses 2011: $259,338Net Income 2011: -$30,6432011Expenses 2012: $258,3812012Revenue 2013: $166,867Expenses 2013: $164,897Net Income 2013: $1,9702013Revenue 2014: $203,196Expenses 2014: $205,497Net Income 2014: -$2,3012014Revenue 2015: $243,013Expenses 2015: $226,007Net Income 2015: $17,0062015Revenue 2016: $258,182Expenses 2016: $256,112Net Income 2016: $2,0702016Revenue 2017: $760,030Expenses 2017: $270,637Net Income 2017: $489,3932017Revenue 2018: $339,283Expenses 2018: $384,834Net Income 2018: -$45,5512018Revenue 2019: $380,899Expenses 2019: $361,231Net Income 2019: $19,6682019Revenue 2020: $504,671Expenses 2020: $462,089Net Income 2020: $42,5822020Revenue 2021: $456,990Expenses 2021: $573,430Net Income 2021: -$116,4402021Revenue 2022: $429,810Expenses 2022: $422,285Net Income 2022: $7,5252022Revenue 2023: $648,997Expenses 2023: $560,449Net Income 2023: $88,5482023Revenue 2024: $693,879Expenses 2024: $752,226Net Income 2024: -$58,3472024

Highlighted filing

2017

Revenue$760,030
Expenses$270,637
Net Income$489,393
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 25, 2018
Return Version
2017v2.3
Gross Receipts
$760,030
Mission and Program Overview

Mission

NONE

MEDICAL EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$110,405$537,841▲ $427,436
Pledges and Grants Receivable$51,615$103,230▲ $51,615
Cash and Non-Interest-Bearing Accounts$20,193$61,404▲ $41,211
Prepaid Expenses and Deferred Charges$940$8,679▲ $7,739
Land, Buildings, and Equipment, Net$0--
Total Assets$183,153$711,154▲ $528,001
Liabilities
Accounts Payable and Accrued Expenses$75,938$114,546▲ $38,608
Deferred Revenue$671$671→ $0
Total Liabilities$76,609$115,217▲ $38,608
Net Assets / Fund Balance
Unrestricted Net Assets$66,612$567,035▲ $500,423
Temporarily Rstr Net Assets$39,932$28,902▼ $11,030
Total Net Assets Fund Balance$106,544$595,937▲ $489,393
Total Liabilities and Net Assets / Fund Balance$183,153$711,154▲ $528,001
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Tara Scott MdPresident
Dan Marrin Md JdVice President
Cheryl Green MdBoard Member
Lisa Ward MdBoard Member
Marshall Kubota MdSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$759,971
Program Service Revenue
$0
Investment Income
$59
Other Revenue
$0
All Other Contributions
$553,511
Change in Net Assets
$489,393
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$255,151
Salaries, Compensation, and Employee Benefits$15,486
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,285$5,960-$13,245
Conferences and Meetings$8,689--$8,689
Insurance$375$2,122-$2,497
Occupancy$1,360--$1,360
Fees for Services Accounting-$1,150-$1,150
Payroll Taxes$619$506-$1,125
Other Employee Benefits$614$502-$1,116
Other Expenses$230$300-$230
All Other Expenses$7$8-$15
Total Functional Expenses$259,525$11,112$0$270,637
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the organization's executive director and board of directors prior to filing.”

Form 990, Part VI, Section C, Line 19

“Information including governing documents, policies and certain financial information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Sonoma County Academic Foundation
EIN
68-0136430
Phone
7075276223
Address
1355 NORTH DUTTON AVE NO 200, SANTA ROSA, CA 95401

Signing Officer

Name
Tara Scott Md
Title
President
Phone
7075276223
Signed
2018-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tara Scott Md
Formed
1987
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
1
Volunteers
0

Preparer

Firm
Thomas Porch & Gullickson Cpas
Address
5213 EL MERCADO PKWY STE E, SANTA ROSA, CA 95403-1301
Preparer
Marla Gullickson
Phone
7075754236
Raw XML Appendix360 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt075938
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0114546
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0MEDICAL EDUCATION
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt0553511
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt08
IRS990/AllOtherExpensesGrp/ProgramServicesAmt07
IRS990/AllOtherExpensesGrp/TotalAmt015
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHRISTINE S FAUX
IRS990/BooksInCareOfDetail/PhoneNum07075276223
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01355 NORTH DUTTON AVE STE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA ROSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095401
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt020193
IRS990/CashNonInterestBearingGrp/EOYAmt061404
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt08689
IRS990/ConferencesMeetingsGrp/TotalAmt08689
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0759971
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt059
IRS990/CYOtherExpensesAmt0255151
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0489393
IRS990/CYSalariesCompEmpBnftPaidAmt015486
IRS990/CYTotalExpensesAmt0270637
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0760030
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0671
IRS990/DeferredRevenueGrp/EOYAmt0671
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION PROVIDES GRANT ADMINISTRATION, CONTINUING MEDICAL EDUCATION COURSES AND OTHER MEDICAL TRAINING RELATED SERVICES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0259525
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01150
IRS990/FeesForServicesAccountingGrp/TotalAmt01150
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0LISA WARD MD
IRS990/Form990PartVIISectionAGrp/PersonNm1CHERYL GREEN MD
IRS990/Form990PartVIISectionAGrp/PersonNm2TARA SCOTT MD
IRS990/Form990PartVIISectionAGrp/PersonNm3DAN MARRIN MD JD
IRS990/Form990PartVIISectionAGrp/PersonNm4MARSHALL KUBOTA MD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY-TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt0206460
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0760030
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02122
IRS990/InsuranceGrp/ProgramServicesAmt0375
IRS990/InsuranceGrp/TotalAmt02497
IRS990/InvestmentIncomeGrp/ExclusionAmt059
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt059
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0106544
IRS990/NetAssetsOrFundBalancesEOYAmt0595937
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt01360
IRS990/OccupancyGrp/TotalAmt01360
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0502
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0614
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01116
IRS990/OtherExpensesGrp/Desc0SUBCONTRACTORS
IRS990/OtherExpensesGrp/Desc1POSTAGE & SUPPLIES
IRS990/OtherExpensesGrp/Desc2EQUIPMENT REPAIR
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0564
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1300
IRS990/OtherExpensesGrp/ProgramServicesAmt0239483
IRS990/OtherExpensesGrp/ProgramServicesAmt1563
IRS990/OtherExpensesGrp/ProgramServicesAmt2300
IRS990/OtherExpensesGrp/ProgramServicesAmt3230
IRS990/OtherExpensesGrp/TotalAmt0239483
IRS990/OtherExpensesGrp/TotalAmt11127
IRS990/OtherExpensesGrp/TotalAmt2600
IRS990/OtherExpensesGrp/TotalAmt3230
IRS990/OtherOrganizationDsc0501(C)(3) ORGANIZATION
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05960
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07285
IRS990/OtherSalariesAndWagesGrp/TotalAmt013245
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0506
IRS990/PayrollTaxesGrp/ProgramServicesAmt0619
IRS990/PayrollTaxesGrp/TotalAmt01125
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt051615
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0103230
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0940
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08679
IRS990/PrincipalOfficerNm0TARA SCOTT MD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0258116
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt066
IRS990/PYOtherExpensesAmt0242868
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02070
IRS990/PYSalariesCompEmpBnftPaidAmt013244
IRS990/PYTotalExpensesAmt0256112
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0258182
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0489393
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0110405
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0537841
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0708356
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0245213
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0238638
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0190225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0188137
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01570569
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt059
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt066
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt057
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt067
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt094
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0357
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0357
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt059
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt066
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt067
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt094
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0343
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt01570926
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0708356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0245213
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0238638
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0190225
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0188494
IRS990ScheduleA/Total509Grp/TotalAmt01570926
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0708415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0245279
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0238695
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0190292
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0188588
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01571269
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INFORMATION INCLUDING GOVERNING DOCUMENTS, POLICIES AND CERTAIN FINANCIAL INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt039932
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt028902
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0183153
IRS990/TotalAssetsEOYAmt0711154
IRS990/TotalAssetsGrp/BOYAmt0183153
IRS990/TotalAssetsGrp/EOYAmt0711154
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0759971
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011112
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0259525
IRS990/TotalFunctionalExpensesGrp/TotalAmt0270637
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt076609
IRS990/TotalLiabilitiesEOYAmt0115217
IRS990/TotalLiabilitiesGrp/BOYAmt076609
IRS990/TotalLiabilitiesGrp/EOYAmt0115217
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0106544
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0595937
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0259525
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt059
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0760030
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0183153
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0711154
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt066612
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0567035
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01355 NORTH DUTTON AVE STE 200
IRS990/USAddress/CityNm0SANTA ROSA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095401
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TARA SCOTT MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07075276223
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SONOMA COUNTY ACADEMIC FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR EXCELLENCE IN MEDICINE
ReturnHeader/Filer/BusinessNameControlTxt0SONO
ReturnHeader/Filer/EIN0680136430
ReturnHeader/Filer/PhoneNum07075276223
ReturnHeader/Filer/USAddress/AddressLine1Txt01355 NORTH DUTTON AVE NO 200
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095401
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AF75AC10E17BBBCF7B9891A70ECC4A63C4E71B2B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId098D70CF77C829366BBD74434E292F31E657BCECA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.149.40.137
ReturnHeader/FilingSecurityInformation/IPDt02018-10-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:13:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680323663
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS PORCH & GULLICKSON CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05213 EL MERCADO PKWY STE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0954031301
ReturnHeader/PreparerPersonGrp/PhoneNum07075754236
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARLA GULLICKSON
ReturnHeader/ReturnTs02018-11-12T11:10:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$711,154
Liabilities
$115,217
Net assets
$595,937
Revenue
$760,030
Expenses
$270,637
Net income
$489,393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.37$0.56$0.69$0.75$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.57$0.62$0.65$0.56$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.69$0.50$0.43$0.42$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.42$0.50$0.46$0.57$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.26$0.61$0.50$0.46$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.13$0.57$0.38$0.36$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.13$0.55$0.34$0.38$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.12$0.60$0.76$0.27$0.49
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.08$0.11$0.26$0.26$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.07$0.10$0.24$0.23$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.07$0.09$0.20$0.21$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.14$0.05$0.09$0.17$0.16$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.07$0.09$0.26
2011Summary only. Only limited summary data is available for this year.$0.20$0.06$0.13$0.23$0.26$0.03
2010Summary only. Only limited summary data is available for this year.$0.23$0.07$0.16$0.31$0.32$0.00