Civic Intelligence

California Bountiful Foundation

990 • Fiscal year 2020 • EIN 68-0426882

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 12, 2021

2600 River Plaza DriveSacramento, CA 95833

(916) 561-5520

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

88th percentile

44%

Higher net margin than 88% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

94th percentile

$271,807

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 490.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

40th percentile

2.4%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-17%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,019,408

Up $24,166 (+2.4%) from 2019

Net Assets

Up

$1,019,408

Up $24,373 (+2.4%) from 2019

Liabilities

Down

$0

Down $207 (-100%) from 2019

Revenue

Down

$55,430

Down $11,754 (-17%) from 2019

Expenses

Down

$31,057

Down $92,448 (-75%) from 2019

Net Income

Up

$24,373

Up $80,694 (+143%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $84,538Liabilities 2011: $02011Assets 2012: $329,060Liabilities 2012: $100,997Net Assets 2012: $228,0632012Assets 2013: $1,060,291Liabilities 2013: $96,799Net Assets 2013: $963,4922013Assets 2014: $1,057,423Liabilities 2014: $5,391Net Assets 2014: $1,052,0322014Assets 2015: $1,200,637Liabilities 2015: $714Net Assets 2015: $1,199,9232015Assets 2016: $1,058,599Liabilities 2016: $703Net Assets 2016: $1,057,8962016Assets 2017: $1,063,916Liabilities 2017: $538Net Assets 2017: $1,063,3782017Assets 2018: $1,051,716Liabilities 2018: $360Net Assets 2018: $1,051,3562018Assets 2019: $995,242Liabilities 2019: $207Net Assets 2019: $995,0352019Assets 2020: $1,019,408Liabilities 2020: $0Net Assets 2020: $1,019,4082020Assets 2021: $932,777Liabilities 2021: $0Net Assets 2021: $932,7772021Assets 2022: $1,592,187Liabilities 2022: $95,130Net Assets 2022: $1,497,0572022Assets 2023: $1,205,099Liabilities 2023: $121,596Net Assets 2023: $1,083,5032023Assets 2024: $1,407,614Liabilities 2024: $144,129Net Assets 2024: $1,263,4852024

Highlighted filing

2020

Assets$1,019,408
Liabilities$0
Net Assets$1,019,408

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $102,186Expenses 2011: $22,553Net Income 2011: $79,6332011Revenue 2012: $675,465Expenses 2012: $531,941Net Income 2012: $143,5242012Revenue 2013: $1,245,285Expenses 2013: $509,856Net Income 2013: $735,4292013Revenue 2014: $154,556Expenses 2014: $66,016Net Income 2014: $88,5402014Revenue 2015: $169,098Expenses 2015: $21,207Net Income 2015: $147,8912015Revenue 2016: $54,626Expenses 2016: $196,653Net Income 2016: -$142,0272016Revenue 2017: $16,299Expenses 2017: $10,817Net Income 2017: $5,4822017Revenue 2018: $37,095Expenses 2018: $49,117Net Income 2018: -$12,0222018Revenue 2019: $67,184Expenses 2019: $123,505Net Income 2019: -$56,3212019Revenue 2020: $55,430Expenses 2020: $31,057Net Income 2020: $24,3732020Revenue 2021: $10,239Expenses 2021: $96,870Net Income 2021: -$86,6312021Revenue 2022: $815,572Expenses 2022: $251,292Net Income 2022: $564,2802022Revenue 2023: $126,145Expenses 2023: $539,699Net Income 2023: -$413,5542023Revenue 2024: $778,183Expenses 2024: $598,201Net Income 2024: $179,9822024

Highlighted filing

2020

Revenue$55,430
Expenses$31,057
Net Income$24,373
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 12, 2021
Return Version
2020v4.1
Gross Receipts
$55,430
Mission and Program Overview

Mission

To advance public awareness, education, and understanding of california agriculture.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$995,242$1,019,408▲ $24,166
Total Assets$995,242$1,019,408▲ $24,166
Liabilities
Accounts Payable and Accrued Expenses$207$0▼ $207
Total Liabilities$207$0▼ $207
Net Assets / Fund Balance
Net Assets With Donor Restrictions$678,506$702,504▲ $23,998
Net Assets Without Donor Restrictions$316,529$316,904▲ $375
Total Net Assets Fund Balance$995,035$1,019,408▲ $24,373
Total Liabilities and Net Assets / Fund Balance$995,242$1,019,408▲ $24,166
Compensation and Service Providers

Employees

NameTitleOtherTotal
Shannon Douglass1st Vice President$25,850$25,850
Shaun Crook2nd Vice President$16,000$16,000

Board Members and Trustees

NameTitle
James JohannsonPresident
Mark DawsonSecretary & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$55,125
Program Service Revenue
$0
Investment Income
$305
Other Revenue
$0
All Other Contributions
$55,125
Change in Net Assets
$24,373
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,057
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$1,300-$1,300
Other Expenses$540--$540
Total Functional Expenses$29,757$1,300$0$31,057
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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, Section A, Line 7A

The governing body (board of directors) is appointed by california farm bureau federation.

Form 990, Part VI, Section B, Line 11B

Subsequent to filing the return is presented and reviewed by the executive committee.

Form 990, Part VI, Section B, Line 12C

New members of the board must review and sign a copy of the policy, and the policy is discussed annually with all the board members.

Form 990, Part VI, Section B, Line 15A

Related organization, california farm bureau federation (cfbf), uses a compensation committee, compensation surveys or studies, and board approval to help establish the compensation of the cfbf president. This process was last done in 2020.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
California Bountiful Foundation
EIN
68-0426882
Phone
9165615520
Address
2600 RIVER PLAZA DRIVE, SACRAMENTO, CA 95833

Signing Officer

Name
Jason Greer
Title
Controller
Phone
9165615520
Signed
2021-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James D Johansson
Formed
1999
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Gilbert Cpas
Address
2880 GATEWAY OAKS DR STE 100, SACRAMENTO, CA 95833
Preparer
Helen G Berhe
Phone
9166466464
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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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt051705
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt14096
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMES JOHANNSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MARK DAWSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY & TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0271807
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1208803
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE RELATED ORGANIZATION, CALIFORNIA FARM BUREAU FEDERATION (CFBF), USES A COMPENSATION COMMITTEE, COMPENSATION SURVEYS OR STUDIES, AND THE APPROVAL BY THE BOARD TO HELP ESTABLISH THE COMPENSATION OF THE CFBF PRESIDENT.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY (BOARD OF DIRECTORS) IS APPOINTED BY CALIFORNIA FARM BUREAU FEDERATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUBSEQUENT TO FILING THE RETURN IS PRESENTED AND REVIEWED BY THE EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NEW MEMBERS OF THE BOARD MUST REVIEW AND SIGN A COPY OF THE POLICY, AND THE POLICY IS DISCUSSED ANNUALLY WITH ALL THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RELATED ORGANIZATION, CALIFORNIA FARM BUREAU FEDERATION (CFBF), USES A COMPENSATION COMMITTEE, COMPENSATION SURVEYS OR STUDIES, AND BOARD APPROVAL TO HELP ESTABLISH THE COMPENSATION OF THE CFBF PRESIDENT. THIS PROCESS WAS LAST DONE IN 2020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CALIFORNIA FARM BUREAU FEDERATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940357610
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0AG MEMBERSHIP SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02600 RIVER PLAZA DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SACRAMENTO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095833
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0995242
IRS990/TotalAssetsEOYAmt01019408
IRS990/TotalAssetsGrp/BOYAmt0995242
IRS990/TotalAssetsGrp/EOYAmt01019408
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt055125
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01300
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029757
IRS990/TotalFunctionalExpensesGrp/TotalAmt031057
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0207
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0207
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0995035
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01019408
IRS990/TotalOtherCompensationAmt058542
IRS990/TotalProgramServiceExpensesAmt029757
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0305
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt055430
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0995242
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01019408
IRS990/TotReportableCompRltdOrgAmt0463918
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02600 RIVER PLAZA DRIVE
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095833
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.CALIFORNIABOUNTIFUL.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON GREER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CONTROLLER
ReturnHeader/BusinessOfficerGrp/PhoneNum09165615520
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA BOUNTIFUL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0680426882
ReturnHeader/Filer/PhoneNum09165615520
ReturnHeader/Filer/USAddress/AddressLine1Txt02600 RIVER PLAZA DRIVE
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095833
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680037990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GILBERT CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02880 GATEWAY OAKS DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095833
ReturnHeader/PreparerPersonGrp/PhoneNum09166466464
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HELEN G BERHE
ReturnHeader/ReturnTs02021-11-10T15:32:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JASON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GREER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.14$1.26$0.78$0.60$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.12$1.08$0.13$0.54$0.41
2022Detailed filing. Detailed filing data is available for this year.$1.59$0.10$1.50$0.82$0.25$0.56
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.01$0.10$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.07$0.12$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.04$0.05$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.02$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.05$0.20$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.17$0.02$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.01$1.05$0.15$0.07$0.09
2013Summary only. Only limited summary data is available for this year.$1.06$0.10$0.96$1.25$0.51$0.74
2012Summary only. Only limited summary data is available for this year.$0.33$0.10$0.23$0.68$0.53$0.14
2011Summary only. Only limited summary data is available for this year.$0.08$0.00$0.10$0.02$0.08