Civic Intelligence

The James B Mcclatchy Foundation

990 • Fiscal year 2018 • EIN 68-0283878

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 28, 2019

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

8th percentile

0.01x

Higher debt load relative to assets than 8% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

16th percentile

0.09x

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

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

54th percentile

3.7%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

57%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$54,759,760

Up $1,971,520 (+3.7%) from 2017

Net Assets

Up

$54,363,052

Up $1,751,843 (+3.3%) from 2017

Liabilities

Up

$396,708

Up $219,677 (+124%) from 2017

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin90th percentile

Revenue

Up

$4,307,586

Up $1,557,184 (+57%) from 2017

Expenses

Up

$2,278,935

Up $290,116 (+15%) from 2017

Net Income

Up

$2,028,651

Up $1,267,068 (+166%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2018

Assets$54,759,760
Liabilities$396,708
Net Assets$54,363,052
Open 2018 Filing

Operations Trend

Revenue Growth91st 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

2018

Revenue$4,307,586
Expenses$2,278,935
Net Income$2,028,651
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 28, 2019
Return Version
2017v2.2
Gross Receipts
$4,307,586
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$50,808,304$54,053,613▲ $3,245,309
Savings and Temporary Cash Investments$1,971,010$411,828▼ $1,559,182
Prepaid Expenses and Deferred Charges$4,850$289,740▲ $284,890
Land, Buildings, and Equipment, Net$1,983$3,311▲ $1,328
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$52,788,240$54,759,760▲ $1,971,520
Other Assets Total$2,093$1,268▼ $825
Liabilities
Grants Payable$157,135$369,551▲ $212,416
Accounts Payable and Accrued Expenses$19,896$27,157▲ $7,261
Total Liabilities$177,031$396,708▲ $219,677
Net Assets / Fund Balance
Unrestricted Net Assets$49,403,157$50,894,549▲ $1,491,392
Temporarily Rstr Net Assets$3,208,052$3,468,503▲ $260,451
Total Net Assets Fund Balance$52,611,209$54,363,052▲ $1,751,843
Total Liabilities and Net Assets / Fund Balance$52,788,240$54,759,760▲ $1,971,520

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,039$4,630$7,669
Other Land Buildings$272$1,402$1,674

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$3,208,052-▲ $280,004-$3,468,503
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren WolkovExecutive DirectorPT$95,500$8,017$103,517
Alex BrownChairman-$3,000-$3,000
Joan E EatonSecretary-$3,000-$3,000
Juan ArambulaDirector-$3,000-$3,000
Maggie Carrillo MejiaDirector-$3,000-$3,000
Rafael SolisDirector-$3,000-$3,000
Stephen BoutinDirector-$3,000-$3,000

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$148,952
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,307,552
Other Revenue
$34
Change in Net Assets
$2,028,651

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,158,634
Revenue Not Reported on Financial Statements
$148,952
Revenue Not Reported on Form 990
$-276,808
Total Revenue per Audited Statements
$3,881,826
Total Revenue per Form 990
$4,307,586
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,554,446
Other Expenses$394,483
Salaries, Compensation, and Employee Benefits$330,006
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,554,446--$1,554,446
Other Salaries and Wages$147,830$36,050-$183,880
Fees for Service Investment Mgmnt Fees$140,550$8,402-$148,952
Fees for Services Other$116,391$999-$117,390
Current Officers, Directors, Trustees, and Key Employees$91,248$22,252-$113,500
Conferences and Meetings$34,016$1,550-$35,566
Payroll Taxes$17,235$4,196-$21,431
Fees for Services Accounting$14,635$6,752-$21,387
Occupancy$14,460$3,220-$17,680
Pension Plan Contributions$7,837$3,358-$11,195
Insurance$2,572$2,326-$4,898
Information Technology$3,575$1,013-$4,588
Fees for Services Legal$3,589$994-$4,583
Other Expenses$1,690$19-$1,709
All Other Expenses$720$127-$847
Depreciation Depletion$94$422-$516
Travel$327--$327
Total Functional Expenses$2,185,775$93,160$0$2,278,935

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,278,935
Expenses per Audited Statements$2,129,983
Total Expenses per Audited Statements$2,129,983
Expenses Not Reported on Financial Statements$148,952
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sanger Unified School DistrictSanger, CA-ELL Programs$353,992
Galt Joint Union Elem SchoolGalt, CA-ELL Programs$223,658
Cutler-Orosi Joint UnifiedOrosi, CA-ELL Programs$199,813
Robla School DistrictSacramento, CA-ELL Programs$188,186
Washington Unified SchoolWest Sacramento, CA-ELL Programs$153,421
Mendota USDMendota, CA-ELL Programs$102,076
Committee Protect JournalistsNew York, NY-Support of First Ammendment$60,000
Central Valley Community FounFresno, CA-Improve Quality of Life$53,300
Sac Regional Comm FoundationSacramento, CA-Improving quality of life.$50,000
UC Davis FoundationDavis, CA-Improving quality of life$20,000
UC Davis FoundationDavis, CA-First Amendment.Lecture and Seminar$15,000
Arte AmericasFresno, CA-Mural Project$10,000
Boys & Girls Club of FresnoFresno, CA-Improving quality of life$10,000
CA Rural Legal Assistance FdnSacramento, CA-Improving quality of life$10,000
Centro BinacionalFresno, CA-Improving quality of life$10,000
Education and Leadership FounFresno, CA-Improving quality of life$10,000
Fresno Center for New AmericaFresno, CA-Improving quality of life$10,000
International Rescue CommitteSacramento, CA-Improving quality of life$10,000
Kings Canyon ConservancyReedly, CA-Improving quality of life$10,000
Opening Doors IncSacramento, CA-Improving quality of life$10,000
Radio Bilingue IncFresno, CA-Improving quality of life$10,000
River City Food BankSacramento, CA-Improving quality of life$10,000
Sac County Bar AssociationSacramento, CA-Improving quality of life$7,500
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 Chief Executive Officer's (CEO) compensation (salary) and activities annually. The CEO submits an annual summary of accomplishments and new responsibilities. 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
Alex Brown
Title
Chairman
Signed
2019-02-28
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Williams & Olds Professional Corp
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.”

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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/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/OtherExpensesGrp/ManagementAndGeneralAmt1640
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IRS990/OtherExpensesGrp/ProgramServicesAmt22512
IRS990/OtherExpensesGrp/ProgramServicesAmt31690
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IRS990/OtherExpensesGrp/TotalAmt15463
IRS990/OtherExpensesGrp/TotalAmt23152
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0289740
IRS990/PrincipalOfficerNm0Alex Brown
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
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 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

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

Open filing
Assets
$54,759,760
Liabilities
$396,708
Net assets
$54,363,052
Revenue
$4,307,586
Expenses
$2,278,935
Net income
$2,028,651
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