Civic Intelligence

Sonoma County Academic Foundation for Excellence in Medicine

990 • Fiscal year 2018 • EIN 68-0136430

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 30, 2019

Organization ProfileN/A
3569 Round Barn Circle No 200Santa Rosa, CA 95403

(707) 527-6223

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.20x

Higher debt load relative to assets than 72% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

83rd percentile

0.40x

Higher debt load relative to revenue than 83% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

31st percentile

-3.7%

Faster asset growth than 31% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-55%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$684,650

Down $26,504 (-3.7%) from 2017

Net Assets

Down

$550,386

Down $45,551 (-7.6%) from 2017

Liabilities

Up

$134,264

Up $19,047 (+17%) from 2017

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin18th percentile

Revenue

Down

$339,283

Down $420,747 (-55%) from 2017

Expenses

Up

$384,834

Up $114,197 (+42%) from 2017

Net Income

Down

-$45,551

Down $534,944 (-109%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2018

Assets$684,650
Liabilities$134,264
Net Assets$550,386
Open 2018 Filing

Operations Trend

Revenue Growth4th 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

2018

Revenue$339,283
Expenses$384,834
Net Income-$45,551
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 30, 2019
Return Version
2018v3.1
Gross Receipts
$339,283
Mission and Program Overview

Mission

NONE

MEDICAL EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$537,841$534,575▼ $3,266
Pledges and Grants Receivable$103,230$131,333▲ $28,103
Prepaid Expenses and Deferred Charges$8,679$11,448▲ $2,769
Cash and Non-Interest-Bearing Accounts$61,404$7,294▼ $54,110
Total Assets$711,154$684,650▼ $26,504
Liabilities
Accounts Payable and Accrued Expenses$114,546$124,214▲ $9,668
Deferred Revenue$671$10,050▲ $9,379
Total Liabilities$115,217$134,264▲ $19,047
Net Assets / Fund Balance
Unrestricted Net Assets$567,035$549,786▼ $17,249
Temporarily Rstr Net Assets$28,902$600▼ $28,302
Total Net Assets Fund Balance$595,937$550,386▼ $45,551
Total Liabilities and Net Assets / Fund Balance$711,154$684,650▼ $26,504
Compensation and Service Providers
Top Officer Pay50th 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
$332,904
Program Service Revenue
$3,190
Investment Income
$3,162
Other Revenue
$27
All Other Contributions
$98,354
Change in Net Assets
$-45,551
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$314,182
Grants and Similar Amounts Paid$46,400
Salaries, Compensation, and Employee Benefits$24,252
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$46,400--$46,400
Other Salaries and Wages$11,725$9,593-$21,318
Conferences and Meetings$7,787--$7,787
Occupancy$5,562$1,494-$7,056
Insurance$378$2,142-$2,520
Fees for Services Accounting-$2,065-$2,065
Payroll Taxes$959$784-$1,743
Other Employee Benefits$655$536-$1,191
Other Expenses$649$841-$649
All Other Expenses$591--$591
Information Technology$28$29-$57
Total Functional Expenses$365,240$19,594$0$384,834
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kaiser Permanente Santa Rosa Medical CenterSanta Rosa, CA501(c)(3)Donation of Medical Models for Medical Personnel Training-
Sutter Bay Hospitals Dba Sutter Santa Rosa Regional HospitalSanta Rosa, CA501(c)(3)Donation of Medical Models for Medical Personnel Training-
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
3569 ROUND BARN CIRCLE NO 200, SANTA ROSA, CA 95403

Signing Officer

Name
Tara Scott Md
Title
President
Phone
7075276223
Signed
2019-10-30
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 AppendixShowing 400 of 403 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/BOYAmt0114546
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0124214
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0MEDICAL EDUCATION
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt098354
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0591
IRS990/AllOtherExpensesGrp/TotalAmt0591
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHRISTINE S FAUX
IRS990/BooksInCareOfDetail/PhoneNum07075276223
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03569 ROUND BARN CIRCLE STE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA ROSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095403
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt061404
IRS990/CashNonInterestBearingGrp/EOYAmt07294
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt07787
IRS990/ConferencesMeetingsGrp/TotalAmt07787
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0332904
IRS990/CYGrantsAndSimilarPaidAmt046400
IRS990/CYInvestmentIncomeAmt03162
IRS990/CYOtherExpensesAmt0314182
IRS990/CYOtherRevenueAmt027
IRS990/CYProgramServiceRevenueAmt03190
IRS990/CYRevenuesLessExpensesAmt0-45551
IRS990/CYSalariesCompEmpBnftPaidAmt024252
IRS990/CYTotalExpensesAmt0384834
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0339283
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0671
IRS990/DeferredRevenueGrp/EOYAmt010050
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/ExpenseAmt0365240
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02065
IRS990/FeesForServicesAccountingGrp/TotalAmt02065
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/GovernmentGrantsAmt0234550
IRS990/GrantAmt046400
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt046400
IRS990/GrantsToDomesticOrgsGrp/TotalAmt046400
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0339283
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt029
IRS990/InformationTechnologyGrp/ProgramServicesAmt028
IRS990/InformationTechnologyGrp/TotalAmt057
IRS990/InsuranceGrp/ManagementAndGeneralAmt02142
IRS990/InsuranceGrp/ProgramServicesAmt0378
IRS990/InsuranceGrp/TotalAmt02520
IRS990/InvestmentIncomeGrp/ExclusionAmt03162
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03162
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FOSTER EXCELLENCE IN THE PRACTICE, RESEARCH, AND TEACHING OF MEDICINE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0595937
IRS990/NetAssetsOrFundBalancesEOYAmt0550386
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01494
IRS990/OccupancyGrp/ProgramServicesAmt05562
IRS990/OccupancyGrp/TotalAmt07056
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0536
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0655
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01191
IRS990/OtherExpensesGrp/Desc0SUBCONTRACTORS
IRS990/OtherExpensesGrp/Desc1POSTAGE & SUPPLIES
IRS990/OtherExpensesGrp/Desc2PRINTING
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02110
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1841
IRS990/OtherExpensesGrp/ProgramServicesAmt0285998
IRS990/OtherExpensesGrp/ProgramServicesAmt12109
IRS990/OtherExpensesGrp/ProgramServicesAmt22399
IRS990/OtherExpensesGrp/ProgramServicesAmt3649
IRS990/OtherExpensesGrp/TotalAmt0285998
IRS990/OtherExpensesGrp/TotalAmt14219
IRS990/OtherExpensesGrp/TotalAmt23240
IRS990/OtherExpensesGrp/TotalAmt3649
IRS990/OtherOrganizationDsc0501(C)(3) ORGANIZATION
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09593
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011725
IRS990/OtherSalariesAndWagesGrp/TotalAmt021318
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0784
IRS990/PayrollTaxesGrp/ProgramServicesAmt0959
IRS990/PayrollTaxesGrp/TotalAmt01743
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0103230
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0131333
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08679
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011448
IRS990/PrincipalOfficerNm0TARA SCOTT MD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt03190
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03190
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0759971
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt059
IRS990/PYOtherExpensesAmt0255151
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0489393
IRS990/PYSalariesCompEmpBnftPaidAmt015486
IRS990/PYTotalExpensesAmt0270637
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0760030
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-45551
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt027
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt027
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0537841
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0534575
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0308004
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0708356
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0245213
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0238638
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0190225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01690436
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03189
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt059
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt066
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt057
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt067
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03438
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03189
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt059
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt066
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt067
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03438
IRS990ScheduleA/InvestmentIncomeCYPct00.00200
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99800
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt01690436
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0308004
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0708356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0245213
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0238638
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0190225
IRS990ScheduleA/Total509Grp/TotalAmt01690436
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0311193
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0708415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0245279
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0238695
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0190292
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01693874
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt017173
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt128948
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0MEDICAL TRAINING MODELS
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1MEDICAL TRAINING MODELS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DONATION OF MEDICAL MODELS FOR MEDICAL PERSONNEL TRAINING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DONATION OF MEDICAL MODELS FOR MEDICAL PERSONNEL TRAINING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0KAISER PERMANENTE SANTA ROSA MEDICAL CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SUTTER BAY HOSPITALS DBA SUTTER SANTA ROSA REGIONAL HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientEIN0941340523
IRS990ScheduleI/RecipientTable/RecipientEIN1940562680
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0401 BICENTENNIAL WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt130 MARK WEST SPRINGS ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA ROSA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SANTA ROSA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095403
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195403
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt028902
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0600
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0711154
IRS990/TotalAssetsEOYAmt0684650
IRS990/TotalAssetsGrp/BOYAmt0711154
IRS990/TotalAssetsGrp/EOYAmt0684650
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0332904
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019594
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0365240
IRS990/TotalFunctionalExpensesGrp/TotalAmt0384834
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0115217
IRS990/TotalLiabilitiesEOYAmt0134264
IRS990/TotalLiabilitiesGrp/BOYAmt0115217
IRS990/TotalLiabilitiesGrp/EOYAmt0134264
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0595937
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0550386
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0365240
IRS990/TotalProgramServiceRevenueAmt03190
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt06379
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0339283
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0711154
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0684650
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0567035
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0549786
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03569 ROUND BARN CIRCLE STE 200
IRS990/USAddress/CityNm0SANTA ROSA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095403
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TARA SCOTT MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07075276223
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-30
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/AddressLine1Txt03569 ROUND BARN CIRCLE NO 200
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095403
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01725DBE3BB13CC97068609F6ABD785DF2A0973E6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E835F731291D9787217D2A2819E5EC4D5A469E93
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.160.14.209
ReturnHeader/FilingSecurityInformation/IPDt02019-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm018:48:29
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/PreparationDt02019-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARLA GULLICKSON
ReturnHeader/ReturnTs02019-11-14T17:02:35-06:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$684,650
Liabilities
$134,264
Net assets
$550,386
Revenue
$339,283
Expenses
$384,834
Net income
-$45,551
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