Civic Intelligence

Community Foundation of the North State

990 • Fiscal year 2020 • EIN 68-0242276

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 27, 2020

Organization ProfileCFNORTHSTATE.ORG
1335 Arboretum Drive Suite BRedding, CA 96003

(530) 244-1219

Siviq Scores

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

Liabilities / Assets

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

20th percentile

0.11x

Higher debt load relative to revenue than 20% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

19th percentile

$136,309

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

31st percentile

1.3%

Faster asset growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-27%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$33,285,048

Up $441,578 (+1.3%) from 2019

Net Assets

Up

$32,561,754

Up $332,043 (+1.0%) from 2019

Liabilities

Up

$723,294

Up $109,535 (+18%) from 2019

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin66th percentile

Revenue

Down

$6,442,993

Down $2,428,840 (-27%) from 2019

Expenses

Up

$5,762,975

Up $411,752 (+7.7%) from 2019

Net Income

Down

$680,018

Down $2,840,592 (-81%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$40M$30M$20M$10M$0Assets 2011: $14,033,235Liabilities 2011: $347,846Net Assets 2011: $13,685,3892011Assets 2012: $19,058,625Liabilities 2012: $137,777Net Assets 2012: $18,920,8482012Assets 2013: $21,285,013Liabilities 2013: $163,012Net Assets 2013: $21,122,0012013Assets 2014: $23,098,697Liabilities 2014: $231,956Net Assets 2014: $22,866,7412014Assets 2015: $23,669,575Liabilities 2015: $245,326Net Assets 2015: $23,424,2492015Assets 2016: $24,656,675Liabilities 2016: $277,153Net Assets 2016: $24,379,5222016Assets 2017: $27,972,118Liabilities 2017: $428,341Net Assets 2017: $27,543,7772017Assets 2018: $28,939,171Liabilities 2018: $448,594Net Assets 2018: $28,490,5772018Assets 2019: $32,843,470Liabilities 2019: $613,759Net Assets 2019: $32,229,7112019Assets 2020: $33,285,048Liabilities 2020: $723,294Net Assets 2020: $32,561,7542020Assets 2021: $37,762,900Liabilities 2021: $938,132Net Assets 2021: $36,824,7682021Assets 2022: $33,649,369Liabilities 2022: $777,046Net Assets 2022: $32,872,3232022Assets 2023: $33,957,435Liabilities 2023: $453,468Net Assets 2023: $33,503,9672023Assets 2024: $36,065,482Liabilities 2024: $487,773Net Assets 2024: $35,577,7092024Assets 2025: $39,596,490Liabilities 2025: $454,899Net Assets 2025: $39,141,5912025

Highlighted filing

2020

Assets$33,285,048
Liabilities$723,294
Net Assets$32,561,754
Open 2020 Filing

Operations Trend

Revenue Growth13th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $4,625,882Expenses 2011: $2,077,507Net Income 2011: $2,548,3752011Revenue 2012: $7,466,551Expenses 2012: $2,185,993Net Income 2012: $5,280,5582012Revenue 2013: $4,370,256Expenses 2013: $3,129,928Net Income 2013: $1,240,3282013Revenue 2014: $2,349,952Expenses 2014: $2,663,552Net Income 2014: -$313,6002014Revenue 2015: $4,146,826Expenses 2015: $2,715,287Net Income 2015: $1,431,5392015Revenue 2016: $4,517,804Expenses 2016: $3,018,674Net Income 2016: $1,499,1302016Revenue 2017: $4,991,084Expenses 2017: $3,623,941Net Income 2017: $1,367,1432017Revenue 2018: $5,019,223Expenses 2018: $4,335,285Net Income 2018: $683,9382018Revenue 2019: $8,871,833Expenses 2019: $5,351,223Net Income 2019: $3,520,6102019Revenue 2020: $6,442,993Expenses 2020: $5,762,975Net Income 2020: $680,0182020Revenue 2021: $8,546,295Expenses 2021: $9,395,948Net Income 2021: -$849,6532021Revenue 2022: $8,814,085Expenses 2022: $6,924,199Net Income 2022: $1,889,8862022Revenue 2023: $5,598,689Expenses 2023: $6,390,642Net Income 2023: -$791,9532023Revenue 2024: $6,508,476Expenses 2024: $6,609,244Net Income 2024: -$100,7682024Revenue 2025: $7,704,151Expenses 2025: $6,069,264Net Income 2025: $1,634,8872025

Highlighted filing

2020

Revenue$6,442,993
Expenses$5,762,975
Net Income$680,018
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 27, 2020
Return Version
2019v5.0
Gross Receipts
$15,767,928
Mission and Program Overview

Mission

The foundation promotes philanthropy by connecting people who care with causes that matter.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$29,122,676$28,210,944▼ $911,732
Savings and Temporary Cash Investments$2,191,890$2,705,658▲ $513,768
Pledges and Grants Receivable$253,550$1,117,361▲ $863,811
Other Notes and Loans Receivable, Net$245,127$214,364▼ $30,763
Land, Buildings, and Equipment, Net$13,028$36,570▲ $23,542
Total Assets$32,843,470$33,285,048▲ $441,578
Other Assets Total$1,017,199$1,000,151▼ $17,048
Liabilities
Grants Payable$550,760$622,719▲ $71,959
Other Liabilities$39,814$67,774▲ $27,960
Accounts Payable and Accrued Expenses$3,780$32,801▲ $29,021
Deferred Revenue$19,405--
Total Liabilities$613,759$723,294▲ $109,535
Net Assets / Fund Balance
Net Assets With Donor Restrictions$30,618,022$30,824,104▲ $206,082
Net Assets Without Donor Restrictions$1,611,689$1,737,650▲ $125,961
Total Net Assets Fund Balance$32,229,711$32,561,754▲ $332,043
Total Liabilities and Net Assets / Fund Balance$32,843,470$33,285,048▲ $441,578

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$36,570$80,170$116,740

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$23,377,381$327,913▲ $165,264$117,429$22,940,587
2018$23,367,555$369,638▲ $1,078,499$405,093$23,377,381
2017$22,137,086$854,419▲ $1,386,683$-73,970$23,367,555
2016$19,601,940$1,285,331▲ $2,239,353$54,296$22,137,086
2015$18,748,144$1,560,871▲ $181,207-$19,601,940
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kerry CaranciCEOFT$126,058$10,251$136,309
Raiann WilsonCFOFT$100,650$14,092$114,742

Board Members and Trustees

NameTitle
Jon HalfhideChair
Ryan DenhamVice Chair
Bill CorneliusDirector
Brian MeekDirector
Brian SeamansDirector
Cheryl ForbesDirector
Dan GhidinelliDirector
Forrest WilderDirector
Jake MangasDirector
Mark ClureDirector
Sue LangDirector
Susie ReederDirector
Terry TaforoDirector
Joan FaveroSecretary
Patricia BergmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,050,453
Program Service Revenue
$616,110
Investment Income
$584,326
Other Revenue
$192,104
All Other Contributions
$5,050,453
Change in Net Assets
$680,018

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,313,968
Revenue Not Reported on Financial Statements
$129,025
Revenue Not Reported on Form 990
$-347,975
Total Revenue per Audited Statements
$5,965,993
Total Revenue per Form 990
$6,442,993
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,628,528
Salaries, Compensation, and Employee Benefits$594,464
Other Expenses$539,983
Total Fundraising Expense$394,525
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,367,278--$4,367,278
Grants to Domestic Individuals$261,250--$261,250
Other Salaries and Wages$119,036$40,638$92,200$251,874
Current Officers, Directors, Trustees, and Key Employees$60,956$63,066$111,370$235,392
Occupancy$49,250$28,515$51,843$129,608
Fees for Service Investment Mgmnt Fees$129,025--$129,025
Payroll Taxes$40,736$23,583$42,879$107,198
Advertising$28,123$5,851$50,704$84,678
Information Technology$15,111$8,530$15,509$39,150
Fees for Services Other$25,114--$25,114
Travel$9,338$5,765$2,883$17,986
Fees for Services Accounting$3,600$7,200$3,600$14,400
Insurance$3,365$6,731$3,365$13,461
Depreciation Depletion$4,506$2,608$4,743$11,857
Office Expenses$3,770$2,668$4,850$11,288
Conferences and Meetings$2,600$1,200$600$4,400
Other Expenses$5,033$1,605$3,916$1,605
Total Functional Expenses$5,162,775$205,675$394,525$5,762,975

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,762,975
Expenses per Audited Statements$5,633,950
Total Expenses per Audited Statements$5,633,950
Expenses Not Reported on Financial Statements$129,025
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Detailed List Attached--See Attached List.$4,367,278
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Accruals$67,774
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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, Page 6, Part VI, Line 11B

“Horton, mcnulty & saeteurn provides a draft irs form 990, as well as california forms 199 and rrf-1, to management for review. Management then forwards the draft forms to all board members for review and comment prior to the due date of november 15th. The irs form 990 and the state of california forms 199 are filed electronically and form rrf-1 is filed via certified mail by the due date.”

Form 990, Page 6, Part VI, Line 12C

“An annual disclosure statement is signed by board members and staff, and then the board reviews the statements to identify any potential conflicts.”

Form 990, Page 6, Part VI, Line 15A

“The executive committee (board chair, past chair, vice chair, secretary and treasurer) serves as the compensation committee (the committee). The committee meets annually to review the ceo compensation. Officers and directors are not compensated other than the ceo and cfo. The committee reviews league of california community foundation's wage survey, the ceo employment contract, and recommends any and all changes to the board of directors for a full vote.”

Form 990, Page 6, Part VI, Line 19

“The foundation posts the investment and fund management, 990, and annual audit information on their website at cfnorthstate.org. The bylaws, articles of incorporation and form 1023 are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Shastaregionalcommunityfoundation
EIN
68-0242276
Phone
5302441219
Address
1335 ARBORETUM DRIVE SUITE B, REDDING, CA 96003
Doing Business As
Communityfoundationofthenorthstate

Signing Officer

Name
Kerry Caranci
Title
CEO
Phone
0053024412
Signed
2020-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kerry Caranci
Formed
2000
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
7
Volunteers
50

Preparer

Firm
Horton Mcnulty & Saeteurn Llp
Address
55 INDEPENDENCE CIRCLE, CHICO, CA 95973
Preparer
Joy L Mcnulty
Phone
5305887427
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Ivy b. Horr endowed medical education loan fund - this program provides low interest loans to students from shasta, lassen, trinity, tehama, modoc, and siskiyou counties pursuing an education in medicine.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Endowments are used to maintain long-term support for the individual funds' specified purpose.”

Schedule D, Page 3, Part X

“The foundation has received tax-exempt status under section 501(c)(3) of the internal revenue code (irc), and section 23701(d) of the california revenue and taxation code, and has been classified as an organization that is not a private foundation under section 509(a) of the irc. Accordingly, no provision for income taxes is included in the financial statements.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
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IRS990/PartialLiquidationInd0false
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1660
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt085000
IRS990/ProgSrvcAccomActy3Grp/Desc0LEADERSHIP REDDING - THIS PROGRAM CONSISTS OF A ONE YEAR PROGRAM WITH DAY- LONG SESSIONS INTENDED TO PROVIDE ITS PARTICIPANTS WITH INFORMATION AND OPPORTUNITIES TO PROMOTE COMMUNITY INVOLVEMENT.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0IVY B. HORR ENDOWED MEDICAL EDUCATION LOAN FUND - THIS PROGRAM PROVIDES LOW INTEREST LOANS TO STUDENTS FROM SHASTA, LASSEN, TRINITY, TEHAMA, MODOC, AND SISKIYOU COUNTIES PURSUING AN EDUCATION IN MEDICINE.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 92,651
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,285,048
Liabilities
$723,294
Net assets
$32,561,754
Revenue
$6,442,993
Expenses
$5,762,975
Net income
$680,018
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$39.6$0.45$39.1$7.70$6.07$1.63
2024Detailed filing. Detailed filing data is available for this year.$36.1$0.49$35.6$6.51$6.61$0.10
2023Detailed filing. Detailed filing data is available for this year.$34.0$0.45$33.5$5.60$6.39$0.79
2022Detailed filing. Detailed filing data is available for this year.$33.6$0.78$32.9$8.81$6.92$1.89
2021Detailed filing. Detailed filing data is available for this year.$37.8$0.94$36.8$8.55$9.40$0.85
2020Detailed filing. Detailed filing data is available for this year.$33.3$0.72$32.6$6.44$5.76$0.68
2019Detailed filing. Detailed filing data is available for this year.$32.8$0.61$32.2$8.87$5.35$3.52
2018Summary only. Only limited summary data is available for this year.$28.9$0.45$28.5$5.02$4.34$0.68
2017Summary only. Only limited summary data is available for this year.$28.0$0.43$27.5$4.99$3.62$1.37
2016Summary only. Only limited summary data is available for this year.$24.7$0.28$24.4$4.52$3.02$1.50
2015Detailed filing. Detailed filing data is available for this year.$23.7$0.25$23.4$4.15$2.72$1.43
2014Summary only. Only limited summary data is available for this year.$23.1$0.23$22.9$2.35$2.66$0.31
2013Summary only. Only limited summary data is available for this year.$21.3$0.16$21.1$4.37$3.13$1.24
2012Summary only. Only limited summary data is available for this year.$19.1$0.14$18.9$7.47$2.19$5.28
2011Summary only. Only limited summary data is available for this year.$14.0$0.35$13.7$4.63$2.08$2.55