Civic Intelligence

Sonoma County Academic Foundation for Excellence in Medicine

990 • Fiscal year 2019 • EIN 68-0136430

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 01, 2020

Organization ProfileN/A
3569 Round Barn Circle No 200Santa Rosa, CA 95403-1757

(707) 527-6223

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.18x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

0.33x

Higher debt load relative to revenue than 82% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

54th percentile

5.2%

Higher net margin than 54% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

45th percentile

1.5%

Faster asset growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

64th percentile

12%

Faster revenue growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$695,195

Up $10,545 (+1.5%) from 2018

Net Assets

Up

$570,054

Up $19,668 (+3.6%) from 2018

Liabilities

Down

$125,141

Down $9,123 (-6.8%) from 2018

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin54th percentile

Revenue

Up

$380,899

Up $41,616 (+12%) from 2018

Expenses

Down

$361,231

Down $23,603 (-6.1%) from 2018

Net Income

Up

$19,668

Up $65,219 (+143%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2019

Assets$695,195
Liabilities$125,141
Net Assets$570,054
Open 2019 Filing

Operations Trend

Revenue Growth64th 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

2019

Revenue$380,899
Expenses$361,231
Net Income$19,668
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 1, 2020
Return Version
2019v5.1
Gross Receipts
$380,899
Mission and Program Overview

Mission

NONE

MEDICAL EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$534,575$594,241▲ $59,666
Pledges and Grants Receivable$131,333$77,121▼ $54,212
Cash and Non-Interest-Bearing Accounts$7,294$11,936▲ $4,642
Prepaid Expenses and Deferred Charges$11,448$11,897▲ $449
Total Assets$684,650$695,195▲ $10,545
Liabilities
Accounts Payable and Accrued Expenses$124,214$117,036▼ $7,178
Deferred Revenue$10,050$8,105▼ $1,945
Total Liabilities$134,264$125,141▼ $9,123
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$549,786$556,376▲ $6,590
Net Assets With Donor Restrictions$600$13,678▲ $13,078
Total Net Assets Fund Balance$550,386$570,054▲ $19,668
Total Liabilities and Net Assets / Fund Balance$684,650$695,195▲ $10,545
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
$364,564
Program Service Revenue
$10,750
Investment Income
$5,585
Other Revenue
$0
All Other Contributions
$105,501
Change in Net Assets
$19,668
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$338,161
Salaries, Compensation, and Employee Benefits$23,070
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$15,351$5,726-$21,077
Other Salaries and Wages$11,043$9,035-$20,078
Conferences and Meetings$13,630--$13,630
Other Expenses$11,000--$11,000
Insurance$1,211$1,212-$2,423
Fees for Services Accounting-$2,066-$2,066
Payroll Taxes$906$742-$1,648
Occupancy$1,637--$1,637
Other Employee Benefits$739$605-$1,344
Total Functional Expenses$341,845$19,386$0$361,231
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
Business relationship with 35% controlled entity
No
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 95403-1757

Signing Officer

Name
Tara Scott Md
Title
President
Phone
7075276223
Signed
2020-06-01
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
Junkermierclarkcampanellastevens Pc
Address
PO BOX 9047, KALISPELL, MT 59904
Preparer
Marla Gullickson CPA
Phone
4067553681
Raw XML Appendix366 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.

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IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0684650
IRS990/TotalAssetsEOYAmt0695195
IRS990/TotalAssetsGrp/BOYAmt0684650
IRS990/TotalAssetsGrp/EOYAmt0695195
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0364564
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019386
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0341845
IRS990/TotalFunctionalExpensesGrp/TotalAmt0361231
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0134264
IRS990/TotalLiabilitiesEOYAmt0125141
IRS990/TotalLiabilitiesGrp/BOYAmt0134264
IRS990/TotalLiabilitiesGrp/EOYAmt0125141
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0550386
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0570054
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0341845
IRS990/TotalProgramServiceRevenueAmt010750
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016335
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0380899
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0684650
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0695195
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TARA SCOTT MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07075276223
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SONOMA COUNTY ACADEMIC FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR EXCELLENCE IN MEDICINE
ReturnHeader/Filer/BusinessNameControlTxt0SONO
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.109.142.153
ReturnHeader/FilingSecurityInformation/IPDt02020-06-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm015:18:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810348775
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JUNKERMIERCLARKCAMPANELLASTEVENS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 9047
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALISPELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059904
ReturnHeader/PreparerPersonGrp/PhoneNum04067553681
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARLA GULLICKSON CPA
ReturnHeader/ReturnTs02020-06-23T12:31:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$695,195
Liabilities
$125,141
Net assets
$570,054
Revenue
$380,899
Expenses
$361,231
Net income
$19,668
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