Civic Intelligence

The James B Mcclatchy Foundation

990 • Fiscal year 2017 • EIN 68-0283878

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 04, 2018

Organization Profilecentralvalleyfoundation.org
1900 Point West WaySacramento, CA 95815

(916) 979-9166

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.06x

Higher debt load relative to revenue than 12% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

6th percentile

$85,600

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

63rd percentile

9.1%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

3.1%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$52,788,240

Up $4,422,622 (+9.1%) from 2016

Net Assets

Up

$52,611,209

Up $4,516,243 (+9.4%) from 2016

Liabilities

Down

$177,031

Down $93,621 (-35%) from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin83rd percentile

Revenue

Up

$2,750,402

Up $83,723 (+3.1%) from 2016

Expenses

Up

$1,988,819

Up $12,160 (+0.6%) from 2016

Net Income

Up

$761,583

Up $71,563 (+10%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$60M$40M$20M$0Assets 2011: $40,228,425Liabilities 2011: $46,034Net Assets 2011: $40,182,3912011Assets 2012: $40,183,443Liabilities 2012: $34,689Net Assets 2012: $40,148,7542012Assets 2013: $44,144,199Liabilities 2013: $42,387Net Assets 2013: $44,101,8122013Assets 2014: $50,662,006Liabilities 2014: $232,247Net Assets 2014: $50,429,7592014Assets 2015: $50,128,385Liabilities 2015: $339,467Net Assets 2015: $49,788,9182015Assets 2016: $48,365,618Liabilities 2016: $270,652Net Assets 2016: $48,094,9662016Assets 2017: $52,788,240Liabilities 2017: $177,031Net Assets 2017: $52,611,2092017Assets 2018: $54,759,760Liabilities 2018: $396,708Net Assets 2018: $54,363,0522018Assets 2019: $54,752,310Liabilities 2019: $67,308Net Assets 2019: $54,685,0022019Assets 2020: $50,767,460Liabilities 2020: $259,950Net Assets 2020: $50,507,5102020Assets 2021: $57,491,792Liabilities 2021: $99,478Net Assets 2021: $57,392,3142021Assets 2022: $43,795,484Liabilities 2022: $734,449Net Assets 2022: $43,061,0352022Assets 2023: $38,994,873Liabilities 2023: $340,924Net Assets 2023: $38,653,9492023Assets 2024: $33,453,453Liabilities 2024: $223,991Net Assets 2024: $33,229,4622024

Highlighted filing

2017

Assets$52,788,240
Liabilities$177,031
Net Assets$52,611,209
Open 2017 Filing

Operations Trend

Revenue Growth42nd percentile

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

$20M$10M$0-$10MRevenue 2011: $2,753,956Expenses 2011: $1,044,106Net Income 2011: $1,709,8502011Revenue 2012: $650,653Expenses 2012: $1,188,382Net Income 2012: -$537,7292012Revenue 2013: $1,629,426Expenses 2013: $1,547,720Net Income 2013: $81,7062013Revenue 2014: $1,748,421Expenses 2014: $1,483,981Net Income 2014: $264,4402014Revenue 2015: $2,539,988Expenses 2015: $1,722,848Net Income 2015: $817,1402015Revenue 2016: $2,666,679Expenses 2016: $1,976,659Net Income 2016: $690,0202016Revenue 2017: $2,750,402Expenses 2017: $1,988,819Net Income 2017: $761,5832017Revenue 2018: $4,307,586Expenses 2018: $2,278,935Net Income 2018: $2,028,6512018Revenue 2019: $3,116,747Expenses 2019: $1,752,902Net Income 2019: $1,363,8452019Revenue 2020: $6,210,961Expenses 2020: $4,308,226Net Income 2020: $1,902,7352020Revenue 2021: $3,443,288Expenses 2021: $5,463,088Net Income 2021: -$2,019,8002021Revenue 2022: $13,652,508Expenses 2022: $8,819,829Net Income 2022: $4,832,6792022Revenue 2023: -$1,544,822Expenses 2023: $7,331,174Net Income 2023: -$8,875,9962023Revenue 2024: $102,747Expenses 2024: $8,817,404Net Income 2024: -$8,714,6572024

Highlighted filing

2017

Revenue$2,750,402
Expenses$1,988,819
Net Income$761,583
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 4, 2018
Return Version
2016v3.0
Gross Receipts
$2,750,402
Mission and Program Overview

Mission

The Foundation supports educational programs for English Language Learners in pre-K through grade 12 in public schools located in the Central Valley of California, programs that support the First Amendment and programs which preserve the quality of life in the Central Valley of California.

At the Central Valley Foundation, we look beyond the gaps for opportunities to advance English Learner students, promote First Amendment awareness and improve life in Californias Central Valley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$47,464,442$50,808,304▲ $3,343,862
Savings and Temporary Cash Investments$867,207$1,971,010▲ $1,103,803
Prepaid Expenses and Deferred Charges$5,532$4,850▼ $682
Land, Buildings, and Equipment, Net$1,269$1,983▲ $714
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$48,365,618$52,788,240▲ $4,422,622
Other Assets Total$27,168$2,093▼ $25,075
Liabilities
Grants Payable$250,560$157,135▼ $93,425
Accounts Payable and Accrued Expenses$20,092$19,896▼ $196
Total Liabilities$270,652$177,031▼ $93,621
Net Assets / Fund Balance
Unrestricted Net Assets$45,231,028$49,403,157▲ $4,172,129
Temporarily Rstr Net Assets$2,863,938$3,208,052▲ $344,114
Total Net Assets Fund Balance$48,094,966$52,611,209▲ $4,516,243
Total Liabilities and Net Assets / Fund Balance$48,365,618$52,788,240▲ $4,422,622

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,637$4,189$5,826
Other Land Buildings$346$1,328$1,674

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,863,938-▲ $400,141-$3,208,052
2015$2,954,419-▲ $18,212-$2,863,938
2014$2,910,400-▲ $53,574-$2,954,419
2013$2,482,624-▲ $419,811-$2,910,400
2012$2,240,098-▲ $297,142-$2,482,624
Compensation and Service Providers
Top Officer Pay6th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren WolkovExecutive DirectorPT$80,000$5,600$85,600
Stephen BoutinChairman-$4,000-$4,000
Alex BrownTreasurer-$4,000-$4,000
Juan ArambulaDirector-$3,000-$3,000
Maggie Carrillo MejiaDirector-$3,000-$3,000
Rafael SolisDirector-$3,000-$3,000
Joan E EatonSecretary-$2,000-$2,000

Board Members and Trustees

NameTitle
Susan B McClatchyVice Chair

Highest Paid Contractors

ContractorServicesLocationCompensation
Bingham OsbornInvestment managem't345 California Street Suite 1100, San Francisco, CA 94104$138,586
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,750,380
Other Revenue
$22
Change in Net Assets
$761,583

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,611,816
Revenue Not Reported on Financial Statements
$138,586
Revenue Not Reported on Form 990
$3,754,660
Total Revenue per Audited Statements
$6,366,476
Total Revenue per Form 990
$2,750,402
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,392,416
Other Expenses$325,514
Salaries, Compensation, and Employee Benefits$270,889
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,392,416--$1,392,416
Other Salaries and Wages$119,170$25,259-$144,429
Fees for Service Investment Mgmnt Fees$130,893$7,693-$138,586
Current Officers, Directors, Trustees, and Key Employees$81,764$18,236-$100,000
Fees for Services Other$55,432$5,412-$60,844
Payroll Taxes$14,595$3,256-$17,851
Occupancy$13,938$3,120-$17,058
Fees for Services Accounting$11,662$5,003-$16,665
Conferences and Meetings$8,185$888-$9,073
Pension Plan Contributions$6,026$2,583-$8,609
Insurance$4,124$1,028-$5,152
Information Technology$1,823$456-$2,279
Other Expenses$1,538$178-$1,716
Travel$631$84-$715
Depreciation Depletion$299$238-$537
All Other Expenses$208$52-$260
Total Functional Expenses$1,912,712$76,107$0$1,988,819

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,988,819
Expenses per Audited Statements$1,850,233
Total Expenses per Audited Statements$1,850,233
Expenses Not Reported on Financial Statements$138,586
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sanger Unified School DistrictSanger, CA-ELL Programs$380,309
Cutler-Orosi Joint UnifiedOrosi, CA-ELL Programs$200,000
Galt Joint Union Elem SchoolGalt, CA-ELL Programs$193,206
Washington Unified SchoolWest Sacramento, CA-ELL Programs$168,721
Robla School DistrictSacramento, CA-ELL Programs$154,291
Mendota USDMendota, CA-ELL Programs$109,389
Arte AmericasFresno, CA-Mural Project$35,000
Central Valley Community FounFresno, CA-Improve Quality of Life$31,500
Committee Protect JournalistsNew York, NY-General support.$30,000
Sac Regional Comm FoundationSacramento, CA-Improving quality of life.$30,000
First Amendment CoalitionSan Rafael, CA-Support of First Amendment.$20,000
UC Davis FoundationDavis, CA-Scholarship$20,000
UC Davis FoundationDavis, CA-First Amendment.Lecture and Seminar$15,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 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, Part VI, Line 11B: Form 990 Review Process

“After the accounting firm, retained by the Central Valley Foundation's staff and Board, completes the Form 990, it is distributed to the Audit Committee for review. The Committee's Members are given ample time and an opportunity to ask questions of the accounting firm about the Form 990. Afterwards, the Committee emails its review of the Form 990 to the Board. The Board reviews Form 990 before it is submitted to the IRS.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annually, in the Spring, the Central Valley Foundation has its Annual Board Meeting. At this Board Meeting, the Board Members and staff are asked to complete, sign and submit the conflict of interest statement by the end of the meeting. These statements are filed at the CVF office.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Personnel & Board Compensation Committee reviews the Executive Director's (ED) compensation (salary) and activities every 1-5 years (September is the anniversary of the ED's employment with CVF). Each Fall, the ED submits a summary of her accomplishments and new responsibilities during the past year. The Committee reviews the summary report.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Form 990, audited financial statements, governing documents and policies are available for public inspection at the business office.”

Filing and Contact Details

Filer

Filer Name
Central Valley Foundation
EIN
68-0283878
Phone
9169799166
Address
1900 Point West Way, Sacramento, CA 95815

Signing Officer

Name
Stephen Boutin
Title
Chairman
Signed
2018-04-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Boutin
Formed
1993
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
3
Volunteers
1

Preparer

Firm
Williams & Olds Cpas
Address
900 UNIVERSITY AVENUE SUITE 100, SACRAMENTO, CA 95825-6737
Preparer
Steven J Olds CPA
Phone
9168581680
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Uncertainty in Income Taxes: The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires the Foundation to report information regarding its exposure to various tax positions taken. The Foundation has determined whether any tax positions have met the recognition threshold and have measured the exposure to those tax positions. Management believes that the Foundation has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities. Federal and state tax authorities generally have the right to examine and audit the previous three years of tax returns filed. Any interest or penalties assessed to the Foundation are recorded in operating expenses. No interest or penalties from federal or state tax authorities were recorded in the accompanying financial statements.”

Raw XML AppendixShowing 400 of 682 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/Form990PartVIISectionAGrp/PersonNm2Joan E Eaton
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IRS990/Form990PartVIISectionAGrp/PersonNm5Alex Brown
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
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IRS990/MissionDesc0At the Central Valley Foundation, we look beyond the gaps for opportunities to advance English Learner students, promote First Amendment awareness and improve life in Californias Central Valley.
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04850
IRS990/PrincipalOfficerNm0Stephen Boutin
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Foundation obtained copies of the IRS Determination Letters.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Foundation ensures grants are used exclusively for Section 170(c)(2)(B) purposes by requiring progress reports and final reports in which the supported organizations must provide the uses for the funds received.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The Foundation provides funding to schools and school districts within the Central Valley of California in support of educational programs for pre-K through grade 12 English Language Learners; First Amendment programs; as well as, other programs which preserve quality of life in the Central Valley of California.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 3b: Description Of When and How Organization Made The Determination
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section A, Line 3c: Explain What Controls The Organization Put In Place
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section A, Line 6: Description Of Grants Or Provided Benefits To Others
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Sacramento Region Community Fdn
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Central Valley Community Foundation
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$52,788,240
Liabilities
$177,031
Net assets
$52,611,209
Revenue
$2,750,402
Expenses
$1,988,819
Net income
$761,583
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.5$0.22$33.2$0.10$8.82$8.71
2023Detailed filing. Detailed filing data is available for this year.$39.0$0.34$38.7$1.54$7.33$8.88
2022Detailed filing. Detailed filing data is available for this year.$43.8$0.73$43.1$13.7$8.82$4.83
2021Detailed filing. Detailed filing data is available for this year.$57.5$0.10$57.4$3.44$5.46$2.02
2020Summary only. Only limited summary data is available for this year.$50.8$0.26$50.5$6.21$4.31$1.90
2019Detailed filing. Detailed filing data is available for this year.$54.8$0.07$54.7$3.12$1.75$1.36
2018Detailed filing. Detailed filing data is available for this year.$54.8$0.40$54.4$4.31$2.28$2.03
2017Detailed filing. Detailed filing data is available for this year.$52.8$0.18$52.6$2.75$1.99$0.76
2016Detailed filing. Detailed filing data is available for this year.$48.4$0.27$48.1$2.67$1.98$0.69
2015Detailed filing. Detailed filing data is available for this year.$50.1$0.34$49.8$2.54$1.72$0.82
2014Summary only. Only limited summary data is available for this year.$50.7$0.23$50.4$1.75$1.48$0.26
2013Summary only. Only limited summary data is available for this year.$44.1$0.04$44.1$1.63$1.55$0.08
2012Summary only. Only limited summary data is available for this year.$40.2$0.03$40.1$0.65$1.19$0.54
2011Summary only. Only limited summary data is available for this year.$40.2$0.05$40.2$2.75$1.04$1.71