Civic Intelligence

St. Helena High Ag Boosters

990 • Fiscal year 2016 • EIN 68-0464225

Jul 01, 2015 to Jun 30, 2016 • Filed on May 09, 2017

PO Box 848St Helena, CA 94574

(707) 244-1181

Siviq Scores

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

Liabilities / Assets

57th percentile

0.07x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.15x

Higher debt load relative to revenue than 70% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

78th percentile

19%

Higher net margin than 78% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

216%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$633,090

Up $101,048 (+19%) from 2015

Net Assets

Up

$589,090

Up $57,273 (+11%) from 2015

Liabilities

Up

$44,000

Up $43,775 (+19456%) from 2015

Revenue

Up

$296,974

Up $203,119 (+216%) from 2015

Expenses

Up

$239,701

Up $132,704 (+124%) from 2015

Net Income

Up

$57,273

Up $70,415 (+536%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $642,241Liabilities 2011: $0Net Assets 2011: $642,2412011Assets 2012: $632,421Liabilities 2012: $0Net Assets 2012: $632,4212012Assets 2013: $519,454Liabilities 2013: $0Net Assets 2013: $519,4542013Assets 2014: $544,959Liabilities 2014: $0Net Assets 2014: $544,9592014Assets 2015: $532,042Liabilities 2015: $225Net Assets 2015: $531,8172015Assets 2016: $633,090Liabilities 2016: $44,000Net Assets 2016: $589,0902016Assets 2017: $1,076,841Liabilities 2017: $47,392Net Assets 2017: $1,029,4492017

Highlighted filing

2016

Assets$633,090
Liabilities$44,000
Net Assets$589,090

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $261,5512011Expenses 2012: $64,1892012Revenue 2013: $95,006Expenses 2013: $207,973Net Income 2013: -$112,9672013Revenue 2014: $101,102Expenses 2014: $75,597Net Income 2014: $25,5052014Revenue 2015: $93,855Expenses 2015: $106,997Net Income 2015: -$13,1422015Revenue 2016: $296,974Expenses 2016: $239,701Net Income 2016: $57,2732016Revenue 2017: $554,618Expenses 2017: $114,259Net Income 2017: $440,3592017

Highlighted filing

2016

Revenue$296,974
Expenses$239,701
Net Income$57,273
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 9, 2017
Return Version
2015v3.0
Gross Receipts
$305,142
Mission and Program Overview

Mission

To support the educational programs of the the St. Helena High School agricultural department

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$449,516$604,196▲ $154,680
Accounts Receivable$26,000$28,811▲ $2,811
Prepaid Expenses and Deferred Charges$56,526$83▼ $56,443
Cash and Non-Interest-Bearing Accounts-$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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$532,042$633,090▲ $101,048
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$225$44,000▲ $43,775
Total Liabilities$225$44,000▲ $43,775
Net Assets / Fund Balance
Unrestricted Net Assets$413,502$466,626▲ $53,124
Temporarily Rstr Net Assets$118,315$122,464▲ $4,149
Total Net Assets Fund Balance$531,817$589,090▲ $57,273
Total Liabilities and Net Assets / Fund Balance$532,042$633,090▲ $101,048

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$118,315$56,149--$122,464
2015$122,315---$118,315
2014$120,379$7,430--$122,315
2013$231,524$13,200-$124,345$120,379
2012$225,224$6,300--$231,524
Compensation and Service Providers

Board Members and Trustees

NameTitle
Duane HoffPresident
David GoldDirector
Enrique LopezDirector
Kirk GraceDirector
Brandy Leonards-MillsSecretary
Dan SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$296,873
Program Service Revenue
$0
Investment Income
$101
Other Revenue
$0
All Other Contributions
$262,693
Change in Net Assets
$57,273
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$201,317
Other Expenses$38,384
Total Fundraising Expense$15,884
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$149,317--$149,317
Grants to Domestic Individuals$52,000--$52,000
Fees for Services Accounting-$18,710-$18,710
Insurance-$1,586-$1,586
Fees for Services Other--$1,336$1,336
Conferences and Meetings-$1,192-$1,192
Office Expenses-$962-$962
Other Expenses-$50$1,536$50
Advertising--$20$20
Total Functional Expenses$201,317$22,500$15,884$239,701
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Helena High FFASt Helena, CA-Support for FFA program$128,579
St Helena High SchoolSt Helena, CA-Supplies and equipment$18,713
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,168
Fundraising Gross Income$8,168
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rib Feed$37,673$8,168$4,409$3,759
Total Events$37,673$8,168$8,168-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
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
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 Form 990 is prepared by a public accounting firm. It is reviewed by the organization's president and acting treasurer, and then filed with the internal revenue service.

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

A copy of the organization's conflict of interest policy is given to each board director. Once a year, all directors will be required to complete a conflict of interest questionnaire. Any identified conflicts will be brought before the board for resolution.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The organization has no paid CEO, executive director or top management personnel. All management positions are filled by volunteers. As a result, no whistleblower policy is necessary.

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

No officers or key employees are compensated.

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

THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS and conflict of interest policy AVAILABLE TO THE PUBLIC UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
St Helena High Ag Boosters
EIN
68-0464225
Phone
7072441181
Address
PO Box 848, St Helena, CA 94574

Signing Officer

Name
Duane Hoff
Title
President
Signed
2017-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Duane Hoff
Formed
2000
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
20

Preparer

Firm
Brotemarkle Davis & Co LLP
Address
899 ADAMS ST STE H, SAINT HELENA, CA 94574-1160
Preparer
Guy W Carl
Phone
7079634466
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Scholarships paid to high school students for agricultural related projects.

Financial Statement Notes

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

Endowment funds are restricted for the purposes of providing furnishings and equipment for the barn at the St. Helena High School, and for student scholarships.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0439405
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0101
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0107
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0311
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0287
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0895
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01701
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78020
IRS990ScheduleA/PublicSupportPY170Pct00.89370
IRS990ScheduleA/PublicSupportTotal170Amt0344131
IRS990ScheduleA/SubstantialContributorsTotAmt095274
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt096873
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt093748
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0100791
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt094719
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt053274
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0439405
IRS990ScheduleA/TotalSupportAmt0441106
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0118315
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt056149
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0122464
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt052000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0122315
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0118315
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt04000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0120379
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt07430
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0122315
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt05494
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0231524
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt013200
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0120379
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0124345
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0225224
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt06300
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0231524
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Endowment funds are restricted for the purposes of providing furnishings and equipment for the barn at the St. Helena High School, and for student scholarships.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt029505
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt029505
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08168
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Rib Feed
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02959
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02959
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037673
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037673
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08168
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08168
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04409
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04409
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0800
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0800
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt052000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Educational Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/RecipientTable/CashGrantAmt0128579
IRS990ScheduleI/RecipientTable/CashGrantAmt118713
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support for FFA program
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Supplies and equipment
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0St Helena High FFA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1St Helena High School
IRS990ScheduleI/RecipientTable/RecipientEIN0680314470
IRS990ScheduleI/RecipientTable/RecipientEIN1680314470
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 848
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11401 Grayson Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0St Helena
IRS990ScheduleI/RecipientTable/USAddress/CityNm1St Helena
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094574
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194574
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0All domestic organization grants are made to support the St. Helena High School, a local public school. The majority of grant payments are made to reimburse expenditures by the recipient, and detailed invoices are obtained to substantiate the payment. The expenditure of other cash grants made to the recipient are substantiated through subsequent confirmation by the recipient that the funds were used for the intended purpose.Scholarships are paid to students for college registration. Evidence of registration is required.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Scholarships paid to high school students for agricultural related projects.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is prepared by a public accounting firm. It is reviewed by the organization's president and acting treasurer, and then filed with the internal revenue service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A copy of the organization's conflict of interest policy is given to each board director. Once a year, all directors will be required to complete a conflict of interest questionnaire. Any identified conflicts will be brought before the board for resolution.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization has no paid CEO, executive director or top management personnel. All management positions are filled by volunteers. As a result, no whistleblower policy is necessary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No officers or key employees are compensated.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS and conflict of interest policy AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false

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