Civic Intelligence

The James B Mcclatchy Foundation

990 • Fiscal year 2019 • EIN 68-0283878

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 30, 2020

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

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.02x

Higher debt load relative to revenue than 7% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

14th percentile

$158,086

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

28th percentile

-0.0%

Faster asset growth than 28% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-28%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$54,752,310

Down $7,450 (-0.0%) from 2018

Net Assets

Up

$54,685,002

Up $321,950 (+0.6%) from 2018

Liabilities

Down

$67,308

Down $329,400 (-83%) from 2018

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin90th percentile

Revenue

Down

$3,116,747

Down $1,190,839 (-28%) from 2018

Expenses

Down

$1,752,902

Down $526,033 (-23%) from 2018

Net Income

Down

$1,363,845

Down $664,806 (-33%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2019

Assets$54,752,310
Liabilities$67,308
Net Assets$54,685,002
Open 2019 Filing

Operations Trend

Revenue Growth9th 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

2019

Revenue$3,116,747
Expenses$1,752,902
Net Income$1,363,845
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 30, 2020
Return Version
2018v3.1
Gross Receipts
$3,116,747
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$54,053,613$52,158,989▼ $1,894,624
Savings and Temporary Cash Investments$411,828$1,549,605▲ $1,137,777
Prepaid Expenses and Deferred Charges$289,740$1,035,534▲ $745,794
Land, Buildings, and Equipment, Net$3,311$8,182▲ $4,871
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$54,759,760$54,752,310▼ $7,450
Other Assets Total$1,268$0▼ $1,268
Liabilities
Grants Payable$369,551$61,206▼ $308,345
Accounts Payable and Accrued Expenses$27,157$6,102▼ $21,055
Total Liabilities$396,708$67,308▼ $329,400
Net Assets / Fund Balance
Unrestricted Net Assets$50,894,549$51,097,165▲ $202,616
Temporarily Rstr Net Assets$3,468,503$3,587,837▲ $119,334
Total Net Assets Fund Balance$54,363,052$54,685,002▲ $321,950
Total Liabilities and Net Assets / Fund Balance$54,759,760$54,752,310▼ $7,450

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,984$2,309$10,293
Other Land Buildings$198$1,476$1,674

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$3,468,503-▲ $134,646-$3,587,837
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
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren WolkovFormer CEOPT$118,959$39,127$158,086
Annette LeiferInterim CEOFT$125,180-$125,180
Alex BrownChairman-$4,000-$4,000
Joan E EatonSecretary-$4,000-$4,000
Rafael SolisDirector-$4,000-$4,000
Maggie Carrillo MejiaDirector-$3,000-$3,000
Jason BellTreasurer-$1,000-$1,000
Steve BoutinChairman-$1,000-$1,000

Board Members and Trustees

NameTitle
Susan B McClatchyVice Chair
Priscilla EnriquezCEO

Highest Paid Contractors

ContractorServicesLocationCompensation
Bingham OsbornInvestment managem't345 California Street Suite 1100, San Francisco, CA 94104$147,038
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,116,747
Other Revenue
$0
Change in Net Assets
$1,363,845

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,969,709
Revenue Not Reported on Financial Statements
$147,038
Revenue Not Reported on Form 990
$-1,041,895
Total Revenue per Audited Statements
$1,927,814
Total Revenue per Form 990
$3,116,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$767,429
Other Expenses$556,574
Salaries, Compensation, and Employee Benefits$428,899
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$767,429--$767,429
Fees for Services Other$222,053$51,493-$273,546
Other Salaries and Wages$147,417$70,732-$218,149
Current Officers, Directors, Trustees, and Key Employees$143,858$31,228-$175,086
Fees for Service Investment Mgmnt Fees$147,038--$147,038
Payroll Taxes$28,977$6,687-$35,664
Conferences and Meetings$22,514$5,195-$27,709
Occupancy$15,646$3,611-$19,257
Fees for Services Accounting$13,888$3,205-$17,093
Fees for Services Legal$6,751$1,558-$8,309
Information Technology$3,717$858-$4,575
Insurance$3,666$846-$4,512
Other Expenses$2,107$486-$2,593
All Other Expenses$1,490$344-$1,834
Depreciation Depletion-$1,678-$1,678
Travel$460--$460
Total Functional Expenses$1,572,531$180,371$0$1,752,902

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,752,902
Expenses per Audited Statements$1,605,864
Total Expenses per Audited Statements$1,605,864
Expenses Not Reported on Financial Statements$147,038
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Robla School DistrictSacramento, CA-ELL Programs$222,927
Galt Joint Union Elem SchoolGalt, CA-ELL Programs$75,000
Firebaugh-Las Deltas UnifiedFirebaugh, CA-ELL Programs$72,434
Cutler-Orosi Joint UnifiedOrosi, CA-ELL Programs$62,068
Central Valley Community FounFresno, CA-Improve Quality of Life$60,000
Sac Regional Comm FoundationSacramento, CA-Improving quality of life.$60,000
UC Davis FoundationDavis, CA-Improving quality of life$45,000
Committee Protect JournalistsNew York, NY-Support of First Ammendment$30,000
First Amendment CoalitionSan Rafael, CA-Support of First Amendment.$30,000
Yes on Measure PFoster City, CA-Improving quality of life$30,000
Institute for Media & PublicFresno, CA-Improving quality of life$25,000
Winship-Robbins ElementaryMeridian, CA-Improving quality of life$25,000
CA Rural Legal Assistance FdnSacramento, CA-Improving quality of life$10,000
Take Note TroupeLoomis, CA-Improving quality of life$8,000
Foundation for UCP of SactoSacramento, CA-Improving quality of life$5,500
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
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The two Community Foundations appoint the majority of the members of the board. Currently, the board has 7 members and the two Community Foundations have each appointed two members.”

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
2020-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alex Brown
Formed
1993
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
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/Form990PartVIISectionAGrp/TitleTxt7Interim CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8Former CEO
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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/PrincipalOfficerNm0Alex Brown
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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
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Sacramento Region Community Fdn
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Central Valley Community Foundation
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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0The Foundation engaged in an insubstantial amount of lobbying during the year ended June 30, 2019. The Foundation contributed $30,000 to support a ballot measure to support parks in Fresno County, California.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II-B, Line 1i - Other Activities Description
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$54,752,310
Liabilities
$67,308
Net assets
$54,685,002
Revenue
$3,116,747
Expenses
$1,752,902
Net income
$1,363,845
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