Civic Intelligence

Community Foundation of Mendocino County Inc.

990 • Fiscal year 2015 • EIN 68-0330462

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 03, 2015

Organization Profilewww.communityfound.org
204 South Oak StreetUkiah, CA 95482

(707) 468-9882

Siviq Scores

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

Liabilities / Assets

20th percentile

0.03x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

37th percentile

0.15x

Higher debt load relative to revenue than 37% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$89,638

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

78th percentile

11%

Faster asset growth than 78% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

160%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$20,032,314

Up $2,061,510 (+11%) from 2014

Net Assets

Up

$19,460,811

Up $2,181,959 (+13%) from 2014

Liabilities

Down

$571,503

Down $120,449 (-17%) from 2014

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin94th percentile

Revenue

Up

$3,851,871

Up $2,367,979 (+160%) from 2014

Expenses

Up

$1,371,334

Up $124,822 (+10%) from 2014

Net Income

Up

$2,480,537

Up $2,243,157 (+945%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$60M$40M$20M$0Assets 2011: $15,432,815Liabilities 2011: $871,192Net Assets 2011: $14,561,6232011Assets 2012: $15,232,357Liabilities 2012: $725,058Net Assets 2012: $14,507,2992012Assets 2013: $16,161,672Liabilities 2013: $687,659Net Assets 2013: $15,474,0132013Assets 2014: $17,970,804Liabilities 2014: $691,952Net Assets 2014: $17,278,8522014Assets 2015: $20,032,314Liabilities 2015: $571,503Net Assets 2015: $19,460,8112015Assets 2016: $27,664,232Liabilities 2016: $1,052,963Net Assets 2016: $26,611,2692016Assets 2017: $30,100,925Liabilities 2017: $1,061,633Net Assets 2017: $29,039,2922017Assets 2018: $36,759,856Liabilities 2018: $1,379,119Net Assets 2018: $35,380,7372018Assets 2019: $36,090,121Liabilities 2019: $1,391,852Net Assets 2019: $34,698,2692019Assets 2020: $38,419,802Liabilities 2020: $2,106,009Net Assets 2020: $36,313,7932020Assets 2021: $47,391,742Liabilities 2021: $2,375,911Net Assets 2021: $45,015,8312021Assets 2022: $45,683,169Liabilities 2022: $2,146,158Net Assets 2022: $43,537,0112022Assets 2023: $52,345,801Liabilities 2023: $2,947,124Net Assets 2023: $49,398,6772023Assets 2024: $59,811,769Liabilities 2024: $3,380,637Net Assets 2024: $56,431,1322024

Highlighted filing

2015

Assets$20,032,314
Liabilities$571,503
Net Assets$19,460,811
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,020,488Expenses 2011: $1,501,773Net Income 2011: $518,7152011Expenses 2012: $1,275,3182012Revenue 2013: $1,034,400Expenses 2013: $1,302,284Net Income 2013: -$267,8842013Revenue 2014: $1,483,892Expenses 2014: $1,246,512Net Income 2014: $237,3802014Revenue 2015: $3,851,871Expenses 2015: $1,371,334Net Income 2015: $2,480,5372015Revenue 2016: $9,696,930Expenses 2016: $1,611,443Net Income 2016: $8,085,4872016Revenue 2017: $2,697,806Expenses 2017: $1,581,107Net Income 2017: $1,116,6992017Revenue 2018: $7,717,855Expenses 2018: $3,189,809Net Income 2018: $4,528,0462018Revenue 2019: $3,761,839Expenses 2019: $4,444,307Net Income 2019: -$682,4682019Revenue 2020: $4,959,588Expenses 2020: $3,943,210Net Income 2020: $1,016,3782020Revenue 2021: $4,557,734Expenses 2021: $3,681,514Net Income 2021: $876,2202021Revenue 2022: $10,888,124Expenses 2022: $4,349,761Net Income 2022: $6,538,3632022Revenue 2023: $4,993,048Expenses 2023: $3,405,975Net Income 2023: $1,587,0732023Revenue 2024: $4,612,010Expenses 2024: $3,471,073Net Income 2024: $1,140,9372024

Highlighted filing

2015

Revenue$3,851,871
Expenses$1,371,334
Net Income$2,480,537
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 3, 2015
Return Version
2014v5.0
Gross Receipts
$9,434,561
Mission and Program Overview

Mission

This is a county-wide community benefit foundation whose purpose is to collect donations from individuals and distribute the money to address charitable needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,232,723$16,859,921▲ $3,627,198
Savings and Temporary Cash Investments$3,971,937$2,187,802▼ $1,784,135
Investments Other Securities$425,425$485,370▲ $59,945
Land, Buildings, and Equipment, Net$296,324$480,751▲ $184,427
Cash and Non-Interest-Bearing Accounts$24,067$9,955▼ $14,112
Prepaid Expenses and Deferred Charges$5,388$6,835▲ $1,447
Pledges and Grants Receivable-$1,680-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$17,970,804$20,032,314▲ $2,061,510
Other Assets Total$14,940$0▼ $14,940
Liabilities
Other Liabilities$682,905$459,033▼ $223,872
Accounts Payable and Accrued Expenses$9,047$112,470▲ $103,423
Total Liabilities$691,952$571,503▼ $120,449
Net Assets / Fund Balance
Unrestricted Net Assets$16,559,184$19,371,425▲ $2,812,241
Temporarily Rstr Net Assets$719,668$89,386▼ $630,282
Total Net Assets Fund Balance$17,278,852$19,460,811▲ $2,181,959
Total Liabilities and Net Assets / Fund Balance$17,970,804$20,032,314▲ $2,061,510

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$218,705$10,292$228,997
Buildings$140,668$1,232$141,900
Land$110,000-$110,000
Other Land Buildings$11,378$22,581$33,959

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$11,644,014$1,861,621▲ $496,247$-508,044$14,211,553
2013$10,363,349$200,801▲ $1,432,396$95,709$11,644,014
2012$9,330,602$291,378▲ $1,031,830$94,561$10,363,349
2011$9,111,086$929,644▼ $384,727$117,879$9,330,602
2010$7,525,952$347,458▲ $1,495,946-$9,111,086
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susanne NorgardExecutive DirectorFT$89,638$89,638

Board Members and Trustees

NameTitle
Katie GibbsChairperson
Claire EllisDirector
Gayle GreenDirector
Jim KingDirector
Jim MooreheadDirector
John DixonDirector
John KnappDirector
Krista RobinsonDirector
Monte HillDirector
Orion WalkerDirector
Santiago SimentalDirector
Stephen WardDirector
Jim Little1st VP
Judith Bailey2nd VP
Francine SelimSecretary
Guilford DyeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,619,673
Program Service Revenue
$252,628
Investment Income
$979,570
Other Revenue
$0
All Other Contributions
$2,619,673
Change in Net Assets
$2,480,537

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,851,871
Revenue Not Reported on Form 990
$-298,578
Total Revenue per Audited Statements
$3,553,293
Total Revenue per Form 990
$3,851,871
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$713,225
Other Expenses$395,085
Salaries, Compensation, and Employee Benefits$263,024
Total Fundraising Expense$99,608
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$713,225--$713,225
Other Salaries and Wages$30,289$61,790$29,077$121,156
Current Officers, Directors, Trustees, and Key Employees$22,410$45,709$21,519$89,638
Other Employee Benefits$8,962$18,282$8,604$35,848
Fees for Services Accounting$4,687$16,403$2,343$23,433
Fees for Services Other$11,701$5,078$728$17,507
Payroll Taxes$4,096$8,355$3,931$16,382
All Other Expenses$4,521$8,156$2,475$15,152
Fees for Services Legal$2,987$2,987$8,250$14,224
Conferences and Meetings$4,412$3,309$3,309$11,030
Occupancy$3,016$5,297$1,131$9,444
Travel$1,439$360$5,395$7,194
Other Expenses$1,732$3,533$1,663$6,928
Depreciation Depletion-$4,617-$4,617
Insurance-$4,364-$4,364
Information Technology$2,263$942$566$3,771
Office Expenses-$883-$883
Total Functional Expenses$1,077,691$194,035$99,608$1,371,334

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,371,334
Total Expenses per Audited Statements$1,371,334
Total Expenses per Form 990$1,371,334
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dollywood FoundationPigeon Forge, TN-Books$100,000
IslandWoodBainbridge Isla, WA-General support$100,000
Ukiah Senior CenterUkiah, CA-Operating grant$31,523
Montrose Community FoundationMontrose, CO-Community support$20,000
SPACE-School of PerformingArtUkiah, CA-General support$20,000
Mendocino Food and NutritionFort Bragg, CA-Programs$12,951
Mendocino Coast Botanical GrdFort Bragg, CA-Operating grant$11,512
Health Care FoundationYampaSteamboat Sprin, CO-Construction grant$10,000
Redwood Coast SeniorsFort Bragg, CA-Meals on wheels/senior lunch progra$10,000
Seabiscuit Heritage FoundWillits, CA-Community enrichment$10,000
Point Arena Light House KeepPoint Arena, CA-Community enrichment grant$8,000
Youth Garden ProjectUkiah, CA-General support$7,500
Sherwood Oaks AuxiliaryFort Bragg, CA-Enrichment for patients$7,334
Healthy Mendocino DatabaseUkiah, CA-General support$6,000
WowserWillits, CA-Youth coffee shop$6,000
BONES Pet RescueCovelo, CA-General support$5,200
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency funds held for others$288,416
Obligations under split-interest agremnt$150,309
Accrued expenses$20,308
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes
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

“The Executive Director reviews the Form 990 and makes any appropriate comments before the Form is forwarded to the Board of directors where the return is reviewed and the Executive Director's comments are discussed. The Board then votes to approve Form 990 as prepared or directs the return back to the preparer for changes.”

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

“Each year all members of the Board, officers and key employees must review the organization's conflict of interest policy and sign a statement that they have done so and understand the policy. They also must state that they either do not have a conflict with any known donor or grant recipient or describe the conflict then sign the report. Those with known conflicts recuse themselves from decisions that could bear on the conflict of interest. During the year, any new conflicts are addressed as necessary.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The Executive committee reviews data from the League of California Community Foundations and salaries of comparable positions in Mendocino County.”

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

“Governing documents, current policies and financial statements are made available to individuals requesting that information at our headquarters. Copies of the documents will also be provided to those requesting them at a nominal per-page cost for copying.Audited financial statements are on the website - www.communityfound.org”

Filing and Contact Details

Filer

Filer Name
The Community Foundation of Mendocino
EIN
68-0330462
Phone
7074689882
Address
204 South Oak Street, Ukiah, CA 95482

Signing Officer

Name
Susanne Norgard
Title
Executive Direc
Signed
2015-11-03
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
6
Volunteers
60

Preparer

Firm
Jeremiah K Murphy CPA
Address
1102 S MAIN ST STE 1, FORT BRAGG, CA 95437-5319
Preparer
Jeremiah K Murphy
Phone
7079646325
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Each endowment fund has a specific funding agreement and purpose. The Board monitors grants made out of each fund to ensure that the grant was in keeping with the intended purpose of the fund.”

Part X : FIN48 Footnote

“Fin 48 requires a tax-exempt organization to record a liability for income tax when there are uncertainties as to whether its income is exempt from income tax. This organization has no uncertainty regarding the classification of its receipts as being non-taxable.Fin 48 is effective for fiscal years beginning after December 15, 2006.”

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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/PersonNm3Jim Moorehead
IRS990/Form990PartVIISectionAGrp/PersonNm4Claire Ellis
IRS990/Form990PartVIISectionAGrp/PersonNm5Katie Gibbs
IRS990/Form990PartVIISectionAGrp/PersonNm6Francine Selim
IRS990/Form990PartVIISectionAGrp/PersonNm7Judith Bailey
IRS990/Form990PartVIISectionAGrp/PersonNm8Krista Robinson
IRS990/Form990PartVIISectionAGrp/PersonNm9Jim Little
IRS990/Form990PartVIISectionAGrp/PersonNm10Jim King
IRS990/Form990PartVIISectionAGrp/PersonNm11Orion Walker
IRS990/Form990PartVIISectionAGrp/PersonNm12Stephen Ward
IRS990/Form990PartVIISectionAGrp/PersonNm13Guilford Dye
IRS990/Form990PartVIISectionAGrp/PersonNm14Gayle Green
IRS990/Form990PartVIISectionAGrp/PersonNm15Santiago Simental
IRS990/Form990PartVIISectionAGrp/PersonNm16Susanne Norgard
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt72nd VP
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt91st VP
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Executive Dir.
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IRS990/GrantsToOrganizationsInd0true
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IRS990/InterestGrp/TotalAmt00
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IRS990/LoanOutstandingInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0This is a county-wide community benefit foundation whose purpose is to collect donations from individuals and distribute the money to address charitable needs.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt019460811
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08604
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt018282
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08962
IRS990/OtherEmployeeBenefitsGrp/TotalAmt035848
IRS990/OtherExpensesGrp/Desc0Fund administrative fees
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2Software updates/Equip maint
IRS990/OtherExpensesGrp/Desc3Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt08609
IRS990/OtherExpensesGrp/FundraisingAmt12008
IRS990/OtherExpensesGrp/FundraisingAmt21663
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01738
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12232
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23533
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IRS990/OtherExpensesGrp/ProgramServicesAmt15522
IRS990/OtherExpensesGrp/ProgramServicesAmt26917
IRS990/OtherExpensesGrp/ProgramServicesAmt31732
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IRS990/OtherExpensesGrp/TotalAmt115869
IRS990/OtherExpensesGrp/TotalAmt211157
IRS990/OtherExpensesGrp/TotalAmt36928
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IRS990/OtherLiabilitiesGrp/EOYAmt0459033
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IRS990/PYTotalRevenueAmt01483892
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IRS990/ReconcilationRevenueExpnssAmt02480537

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,032,314
Liabilities
$571,503
Net assets
$19,460,811
Revenue
$3,851,871
Expenses
$1,371,334
Net income
$2,480,537
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$59.8$3.38$56.4$4.61$3.47$1.14
2023Detailed filing. Detailed filing data is available for this year.$52.3$2.95$49.4$4.99$3.41$1.59
2022Detailed filing. Detailed filing data is available for this year.$45.7$2.15$43.5$10.9$4.35$6.54
2021Detailed filing. Detailed filing data is available for this year.$47.4$2.38$45.0$4.56$3.68$0.88
2020Detailed filing. Detailed filing data is available for this year.$38.4$2.11$36.3$4.96$3.94$1.02
2019Detailed filing. Detailed filing data is available for this year.$36.1$1.39$34.7$3.76$4.44$0.68
2018Detailed filing. Detailed filing data is available for this year.$36.8$1.38$35.4$7.72$3.19$4.53
2017Detailed filing. Detailed filing data is available for this year.$30.1$1.06$29.0$2.70$1.58$1.12
2016Detailed filing. Detailed filing data is available for this year.$27.7$1.05$26.6$9.70$1.61$8.09
2015Detailed filing. Detailed filing data is available for this year.$20.0$0.57$19.5$3.85$1.37$2.48
2014Detailed filing. Detailed filing data is available for this year.$18.0$0.69$17.3$1.48$1.25$0.24
2013Summary only. Only limited summary data is available for this year.$16.2$0.69$15.5$1.03$1.30$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$0.73$14.5$1.28
2011Summary only. Only limited summary data is available for this year.$15.4$0.87$14.6$2.02$1.50$0.52