Civic Intelligence

Community Foundation of Mendocino County Inc.

990 • Fiscal year 2016 • EIN 68-0330462

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 04, 2016

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

0.04x

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

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

22nd percentile

0.11x

Higher debt load relative to revenue than 22% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

98th percentile

83%

Higher net margin than 98% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

11th percentile

$103,106

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

93rd percentile

38%

Faster asset growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

152%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$27,664,232

Up $7,631,918 (+38%) from 2015

Net Assets

Up

$26,611,269

Up $7,150,458 (+37%) from 2015

Liabilities

Up

$1,052,963

Up $481,460 (+84%) from 2015

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin98th percentile

Revenue

Up

$9,696,930

Up $5,845,059 (+152%) from 2015

Expenses

Up

$1,611,443

Up $240,109 (+18%) from 2015

Net Income

Up

$8,085,487

Up $5,604,950 (+226%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2016

Assets$27,664,232
Liabilities$1,052,963
Net Assets$26,611,269
Open 2016 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

2016

Revenue$9,696,930
Expenses$1,611,443
Net Income$8,085,487
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 4, 2016
Return Version
2015v2.0
Gross Receipts
$23,578,093
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$16,859,921$22,630,073▲ $5,770,152
Savings and Temporary Cash Investments$2,187,802$2,858,185▲ $670,383
Investments Other Securities$485,370$1,531,577▲ $1,046,207
Land, Buildings, and Equipment, Net$480,751$576,731▲ $95,980
Cash and Non-Interest-Bearing Accounts$9,955$52,353▲ $42,398
Prepaid Expenses and Deferred Charges$6,835$14,313▲ $7,478
Pledges and Grants Receivable$1,680$1,000▼ $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$20,032,314$27,664,232▲ $7,631,918
Other Assets Total-$0-
Liabilities
Other Liabilities$459,033$923,891▲ $464,858
Accounts Payable and Accrued Expenses$112,470$126,372▲ $13,902
Deferred Revenue-$2,700-
Total Liabilities$571,503$1,052,963▲ $481,460
Net Assets / Fund Balance
Unrestricted Net Assets$19,371,425$26,532,745▲ $7,161,320
Temporarily Rstr Net Assets$89,386$78,524▼ $10,862
Total Net Assets Fund Balance$19,460,811$26,611,269▲ $7,150,458
Total Liabilities and Net Assets / Fund Balance$20,032,314$27,664,232▲ $7,631,918

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$316,278$19,547$335,825
Buildings$140,245$1,655$141,900
Land$110,000-$110,000
Other Land Buildings$10,208$23,751$33,959

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$14,211,553$7,930,198▼ $122,298$187,989$21,205,495
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
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susanne NorgardExecutive DirectorFT$100,000$3,106$103,106

Board Members and Trustees

NameTitle
Katie GibbsChairperson
Claire EllisDirector
Greg NelsonDirector
Jim KingDirector
Jim MooreheadDirector
John DixonDirector
Monte HillDirector
Orion WalkerDirector
Paula CohenDirector
Santiago SimentalDirector
Stephen WardDirector
Winston BowenDirector
Jim Little1st VP
Francine Selim2nd VP
Gayle GreenSecretary
Judith BaileyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,588,327
Program Service Revenue
$292,762
Investment Income
$815,841
Other Revenue
$0
All Other Contributions
$8,588,327
Change in Net Assets
$8,085,487

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,696,930
Revenue Not Reported on Form 990
$-935,029
Total Revenue per Audited Statements
$8,761,901
Total Revenue per Form 990
$9,696,930
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$824,409
Other Expenses$486,642
Salaries, Compensation, and Employee Benefits$300,392
Total Fundraising Expense$103,716
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$824,409--$824,409
Fees for Services Other$285,758$2,319-$288,077
Other Salaries and Wages$45,346$68,018$28,341$141,705
Current Officers, Directors, Trustees, and Key Employees$10,311$61,864$30,931$103,106
Fees for Services Accounting$8,158$28,554$4,079$40,791
Other Employee Benefits$7,780$16,182$7,157$31,119
Information Technology$14,114$11,291$2,823$28,228
Payroll Taxes$4,480$9,317$4,121$17,918
All Other Expenses$6,743$5,736$4,045$16,524
Occupancy$4,946$5,063$1,766$11,775
Office Expenses$4,863$4,979$1,737$11,579
Depreciation Depletion-$10,848-$10,848
Travel$2,923$1,948$4,871$9,742
Other Expenses$9,427$6,424$2,345$9,427
Fees for Services Legal$7,106-$969$8,075
Pension Plan Contributions$1,636$3,403$1,505$6,544
Conferences and Meetings$2,069$1,552$1,552$5,173
Insurance-$5,106-$5,106
Advertising--$78$78
Total Functional Expenses$1,244,667$263,060$103,716$1,611,443

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,611,443
Total Expenses per Audited Statements$1,611,443
Total Expenses per Form 990$1,611,443
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dollywood FoundationPigeon Forge, TN-Books$90,000
Ukiah Senior CenterUkiah, CA-Operating grant$32,400
Ukiah Valley Medical CenterUkiah, CA-Hospital equipment$30,547
Bainbridge Island Art MuseumBainbridge Isla, WA-Commissioning art.$30,000
SPACE-School of PerformingArtUkiah, CA-General support$21,331
Redwood Forest FoundationMendocino, CA-Community enrichment grant$20,000
Community RebuildsMoab, UT-Operations.$15,000
North Coast OpportunitiesUkiah, CA-General support$15,000
Cancer Resource CenterMendocino, CA-Programs$12,500
Arts Council of MendocinoFort Bragg, CA-Community enrichment$12,000
Fort Bragg Unified School DisFort Bragg, CA-Music Programs$10,500
Action NetworkGualala, CA-Programs$10,000
Kelley House Museum IncMendocino, CA-Community Enrichment Grant$10,000
McavnUkiah, CA-Inland Valley Shelter$10,000
Mendocino Industry CouncilUkiah, CA-Work Readiness Training Program$10,000
Redwood Coast SeniorsFort Bragg, CA-Meals on wheels/senior lunch progra$10,000
Ukiah High SchoolUkiah, CA-Blood drives.$10,000
Sherwood Oaks AuxiliaryFort Bragg, CA-Enrichment for patients$9,712
Alliance for Rural CommunityUkiah, CA-Clinic visits for children.$9,217
Hopland Volunteer Fire DepartHopland, CA-Mobile radios$9,000
Mendocino Family and Youth SeUkiah, CA-Community enrichment$9,000
Anderson Valley Unified SchooBoonville, CA-Science Program Materials.$8,040
City of Fort BraggFort Bragg, CA-Benches and mural.$7,500
Raise & ShineUkiah, CA-Playground equipment$7,500
Mendocino Public Safety FoundUkiah, CA-Willits Canine Project$7,000
Mendocino County LibraryUkiah, CA-Books$6,331
University of LousianaMonroe, CA-Scholarship$6,000
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
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$776,613
Obligations under split-interest agremnt$118,526
Accrued expenses$28,752
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
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 and governing documents 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
2016-10-04
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
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/PersonNm1Winston Bowen
IRS990/Form990PartVIISectionAGrp/PersonNm2John Dixon
IRS990/Form990PartVIISectionAGrp/PersonNm3Monte Hill
IRS990/Form990PartVIISectionAGrp/PersonNm4Jim Moorehead
IRS990/Form990PartVIISectionAGrp/PersonNm5Claire Ellis
IRS990/Form990PartVIISectionAGrp/PersonNm6Katie Gibbs
IRS990/Form990PartVIISectionAGrp/PersonNm7Francine Selim
IRS990/Form990PartVIISectionAGrp/PersonNm8Judith Bailey
IRS990/Form990PartVIISectionAGrp/PersonNm9Paula Cohen
IRS990/Form990PartVIISectionAGrp/PersonNm10Jim Little
IRS990/Form990PartVIISectionAGrp/PersonNm11Jim King
IRS990/Form990PartVIISectionAGrp/PersonNm12Orion Walker
IRS990/Form990PartVIISectionAGrp/PersonNm13Stephen Ward
IRS990/Form990PartVIISectionAGrp/PersonNm14Greg Nelson
IRS990/Form990PartVIISectionAGrp/PersonNm15Gayle Green
IRS990/Form990PartVIISectionAGrp/PersonNm16Santiago Simental
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt72nd VP
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt101st VP
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
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IRS990/GamingActivitiesInd0false
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IRS990/GrantsToOrganizationsInd0true
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IRS990/InterestGrp/TotalAmt00
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IRS990/LoanOutstandingInd0false
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016182
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07780
IRS990/OtherEmployeeBenefitsGrp/TotalAmt031119
IRS990/OtherExpensesGrp/Desc0Recruitment
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2Contract labor
IRS990/OtherExpensesGrp/Desc3Technical Assistance
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16424
IRS990/OtherExpensesGrp/ProgramServicesAmt03170
IRS990/OtherExpensesGrp/ProgramServicesAmt11428
IRS990/OtherExpensesGrp/ProgramServicesAmt29427
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IRS990/OtherExpensesGrp/TotalAmt110566
IRS990/OtherExpensesGrp/TotalAmt210197
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,664,232
Liabilities
$1,052,963
Net assets
$26,611,269
Revenue
$9,696,930
Expenses
$1,611,443
Net income
$8,085,487
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