Civic Intelligence

Community Foundation of Mendocino County Inc.

990 • Fiscal year 2017 • EIN 68-0330462

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 10, 2017

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.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.39x

Higher debt load relative to revenue than 57% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

10th percentile

$89,541

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

65th percentile

8.8%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-72%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$30,100,925

Up $2,436,693 (+8.8%) from 2016

Net Assets

Up

$29,039,292

Up $2,428,023 (+9.1%) from 2016

Liabilities

Up

$1,061,633

Up $8,670 (+0.8%) from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin89th percentile

Revenue

Down

$2,697,806

Down $6,999,124 (-72%) from 2016

Expenses

Down

$1,581,107

Down $30,336 (-1.9%) from 2016

Net Income

Down

$1,116,699

Down $6,968,788 (-86%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2017

Assets$30,100,925
Liabilities$1,061,633
Net Assets$29,039,292
Open 2017 Filing

Operations Trend

Revenue Growth1st 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

2017

Revenue$2,697,806
Expenses$1,581,107
Net Income$1,116,699
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 10, 2017
Return Version
2016v3.0
Gross Receipts
$12,071,539
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$22,630,073$26,730,827▲ $4,100,754
Savings and Temporary Cash Investments$2,858,185$1,703,511▼ $1,154,674
Investments Other Securities$1,531,577$952,764▼ $578,813
Land, Buildings, and Equipment, Net$576,731$627,465▲ $50,734
Cash and Non-Interest-Bearing Accounts$52,353$12,351▼ $40,002
Prepaid Expenses and Deferred Charges$14,313$9,150▼ $5,163
Pledges and Grants Receivable$1,000$1,000→ $0
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$27,664,232$30,100,925▲ $2,436,693
Other Assets Total-$63,857-
Liabilities
Other Liabilities$923,891$937,184▲ $13,293
Grants Payable-$106,250-
Accounts Payable and Accrued Expenses$126,372$18,199▼ $108,173
Deferred Revenue$2,700--
Total Liabilities$1,052,963$1,061,633▲ $8,670
Net Assets / Fund Balance
Unrestricted Net Assets$26,532,745$28,956,718▲ $2,423,973
Temporarily Rstr Net Assets$78,524$82,574▲ $4,050
Total Net Assets Fund Balance$26,611,269$29,039,292▲ $2,428,023
Total Liabilities and Net Assets / Fund Balance$27,664,232$30,100,925▲ $2,436,693

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$368,605$31,842$400,447
Buildings$139,823$2,077$141,900
Land$110,000-$110,000
Other Land Buildings$9,037$24,922$33,959

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$21,205,495$559,330▲ $1,784,558$187,708$22,860,600
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
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susanne NorgardPresident & CEOFT$89,541$89,541
Megan Barber AllendePresident & CEOFT$70,922$70,922

Board Members and Trustees

NameTitle
Jim LittleChairman
Greg Nelson1st Vice Chair
Francine Selim2nd Vice Chair
Jim KingDirector
John DixonDirector
Katie GibbsDirector
Monte HillDirector
Orion WalkerDirector
Paula CohenDirector
Stephen WardDirector
Winston BowenDirector
Gayle GreeneSecretary
Judith BaileyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,520,780
Program Service Revenue
$365,314
Investment Income
$811,712
Other Revenue
$0
All Other Contributions
$1,520,780
Change in Net Assets
$1,116,699

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$449,660Fair Market Value (FMV)
Total Noncash Contributions6$449,660-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,347,380
Revenue Not Reported on Financial Statements
$350,426
Revenue Not Reported on Form 990
$1,310,329
Other Revenue Adjustments
$350,426
Total Revenue per Audited Statements
$3,657,709
Total Revenue per Form 990
$2,697,806
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$793,298
Other Expenses$538,489
Salaries, Compensation, and Employee Benefits$249,320
Total Fundraising Expense$81,593
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$709,548--$709,548
Fees for Services Other$351,421$1,692-$353,113
Other Salaries and Wages$44,566$51,821$7,255$103,642
Current Officers, Directors, Trustees, and Key Employees$24,696$44,452$29,635$98,783
Grants to Domestic Individuals$83,750--$83,750
Fees for Services Accounting-$36,091-$36,091
Other Employee Benefits$8,606$12,780$4,694$26,080
Information Technology$9,050$7,240$1,810$18,100
All Other Expenses$7,122$4,791$5,740$17,653
Payroll Taxes$5,322$7,903$2,903$16,128
Depreciation Depletion-$13,889-$13,889
Office Expenses$4,805$6,864$2,059$13,728
Occupancy$3,515$5,021$1,506$10,042
Other Expenses$8,844$17,432$7,583$8,844
Travel$3,349$1,117$2,978$7,444
Conferences and Meetings$2,346$1,760$1,760$5,866
Insurance-$5,323-$5,323
Pension Plan Contributions$1,547$2,296$844$4,687
Fees for Services Legal-$560-$560
Advertising--$226$226
Total Functional Expenses$1,271,737$227,777$81,593$1,581,107

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,581,107
Expenses per Audited Statements$1,229,686
Total Expenses per Audited Statements$1,229,686
Expenses Not Reported on Financial Statements$351,421
Other Expense Adjustments$351,421
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mendocino College FoundationUkiah, CA501 (c)(3)Close/transfer scholarship fund$37,827
Mendocino Presbyterian ChurchMendocino, CA501 (c)(3)General operating support$35,000
Ukiah Valley Medical CenterUkiah, CA501 (c)(3)Hospital equipment$30,547
Ukiah Senior CenterUkiah, CA501 (c)(3)General operating support$30,000
Humboldt Area FoundationBayside, CA501 (c)(3)Regional Center Client Benefit Fund$27,275
KUOW Puget Sound Public RadioSeattle, WA501 (c)(3)Community engagement program$22,300
Sr3 Sealife Response ResearchMukilteo, WA501 (c)(3)Vessel$20,000
Raise & ShineUkiah, CA501 (c)(3)Transfer Imagination Library fund$18,558
Redwood Community ServicesUkiah, CA501 (c)(3)Emergency winter shelter$17,000
SAFE PassageFort Bragg, CA501 (c)(3)Rental Assistance Program$15,000
SPACE-School of PerformingArtUkiah, CA501 (c)(3)General operating support$15,000
Cancer Resource CenterMendocino, CA501 (c)(3)Programs$12,500
Arts Council of MendocinoFort Bragg, CA501 (c)(3)To place GASP artists in schools$12,000
Sherwood Oaks AuxiliaryFort Bragg, CA501 (c)(3)Enrichment for patients$10,065
Anderson Valley Unified SchooBoonville, CA501 (c)(3)Stipends for teachers and interns$10,000
Mendocino Coast Botanical GrdFort Bragg, CA501 (c)(3)General operating support$10,000
PathSeattle, WA501 (c)(3)General operations$10,000
Redwood Coast SeniorsFort Bragg, CA501 (c)(3)Meals on wheels/senior lunch progra$10,000
United Religions InitiativeSan Francisco, CA501 (c)(3)Schultz Fund$10,000
FIRST 5 MendocinoUkiah, CA501 (c)(3)Car seats$7,200
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$828,525
Obligations under split-interest agremnt$108,658
Rounding$1
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 CEO 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 CEO'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 addresse 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
EIN
68-0330462
Phone
7074689882
Address
204 SOUTH OAK STREET, UKIAH, CA 95482

Signing Officer

Name
Megan Barber Allende
Title
President & CEO
Signed
2017-10-10
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
7
Volunteers
100

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

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Gain on disposal of assets = $995”

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

“The Foundation follows the guidance of FASB ASC 740- Accounting for Uncertainty in Income Taxes. As of June 30, 2017, management evaluated the Foundations tax positions and concluded that the Foundation had maintained its tax exempt status and had taken no uncertain tax positions that require adjustments to the financial statements.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Administrative fee netted $351421 Gain on disposal of assets $-995”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Administrative fees netted $351421”

Raw XML AppendixShowing 400 of 873 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/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt62nd Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt111st Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt12Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt13President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14President & CEO
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IRS990/MinutesOfCommitteesInd0true
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc1Recruitment
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3Technical Assistance
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IRS990/OtherExpensesGrp/FundraisingAmt17583
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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
$30,100,925
Liabilities
$1,061,633
Net assets
$29,039,292
Revenue
$2,697,806
Expenses
$1,581,107
Net income
$1,116,699
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