Civic Intelligence

Yolo Community Foundation

990 • Fiscal year 2013 • EIN 75-2971085

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization Profilewww.yolocf.org
PO Box 126495776

(530) 312-0593

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

4th percentile

-129%

Higher net margin than 4% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

11th percentile

-40%

Faster asset growth than 11% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$31,841

Down $20,915 (-40%) from 2012

Net Assets

Down

$31,741

Down $20,765 (-40%) from 2012

Liabilities

Down

$100

Down $150 (-60%) from 2012

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin4th percentile

Revenue

$16,100

No earlier filing loaded for comparison.

Expenses

Down

$36,865

Down $6,396 (-15%) from 2012

Net Income

-$20,765

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$600K$400K$200K$0Assets 2010: $362,693Liabilities 2010: $0Net Assets 2010: $362,6932010Assets 2011: $418,086Liabilities 2011: $0Net Assets 2011: $418,0862011Assets 2012: $52,756Liabilities 2012: $250Net Assets 2012: $52,5062012Assets 2013: $31,841Liabilities 2013: $100Net Assets 2013: $31,7412013Assets 2014: $158,715Liabilities 2014: $134,296Net Assets 2014: $24,4192014Assets 2015: $142,921Liabilities 2015: $124,022Net Assets 2015: $18,8992015Assets 2016: $146,134Liabilities 2016: $113,001Net Assets 2016: $33,1332016Assets 2017: $139,329Liabilities 2017: $989Net Assets 2017: $138,3402017Assets 2018: $129,452Liabilities 2018: $678Net Assets 2018: $128,7742018Assets 2019: $137,711Liabilities 2019: $4,931Net Assets 2019: $132,7802019Assets 2020: $195,437Liabilities 2020: $14,895Net Assets 2020: $180,5422020Assets 2021: $172,315Liabilities 2021: $1,577Net Assets 2021: $170,7382021Assets 2022: $269,810Liabilities 2022: $9,446Net Assets 2022: $260,3642022Assets 2023: $237,001Liabilities 2023: $64,875Net Assets 2023: $172,1262023Assets 2024: $134,922Liabilities 2024: $29,775Net Assets 2024: $105,1472024

Highlighted filing

2013

Assets$31,841
Liabilities$100
Net Assets$31,741
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $23,1132010Expenses 2011: $48,6022011Expenses 2012: $43,2612012Revenue 2013: $16,100Expenses 2013: $36,865Net Income 2013: -$20,7652013Revenue 2014: $32,791Expenses 2014: $40,113Net Income 2014: -$7,3222014Revenue 2015: $60,369Expenses 2015: $65,889Net Income 2015: -$5,5202015Revenue 2016: $58,492Expenses 2016: $44,258Net Income 2016: $14,2342016Revenue 2017: $49,333Expenses 2017: $55,815Net Income 2017: -$6,4822017Revenue 2018: $43,842Expenses 2018: $53,408Net Income 2018: -$9,5662018Revenue 2019: $78,604Expenses 2019: $74,598Net Income 2019: $4,0062019Revenue 2020: $817,097Expenses 2020: $769,335Net Income 2020: $47,7622020Revenue 2021: $148,277Expenses 2021: $158,081Net Income 2021: -$9,8042021Revenue 2022: $778,167Expenses 2022: $688,541Net Income 2022: $89,6262022Revenue 2023: $265,542Expenses 2023: $353,780Net Income 2023: -$88,2382023Revenue 2024: $253,891Expenses 2024: $320,870Net Income 2024: -$66,9792024

Highlighted filing

2013

Revenue$16,100
Expenses$36,865
Net Income-$20,765
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$16,100
Mission and Program Overview

Mission

Fundraising and grantmaking

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$52,756$31,841▼ $20,915
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$52,756$31,841▼ $20,915
Other Assets Total-$0-
Liabilities
Grants Payable$250$100▼ $150
Total Liabilities$250$100▼ $150
Net Assets / Fund Balance
Unrestricted Net Assets$52,506$31,741▼ $20,765
Total Net Assets Fund Balance$52,506$31,741▼ $20,765
Total Liabilities and Net Assets / Fund Balance$52,756$31,841▼ $20,915

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,324$1,324
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Meg StallardPresident
Mary Stephens DewallVice President
Beverly SandeenDirector
Camille ChanDirector
David RoughtonDirector
Joan HoganDirector
John BeattyDirector
Laura Stodden ParkerDirector
Sue HeitmanDirector
Allison ChilcottSecretary
Nancy AllenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,100
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$16,100
Change in Net Assets
$-20,765
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,836
Other Expenses$15,029
Total Fundraising Expense$2,886
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$19,836--$19,836
Advertising$3,804--$3,804
Fees for Services Management-$1,275$1,275$2,550
Grants to Domestic Individuals$2,000--$2,000
Insurance-$1,932-$1,932
Fees for Services Accounting-$1,475-$1,475
Occupancy-$960-$960
Fees for Services Legal-$798-$798
Information Technology$577--$577
Office Expenses-$325$71$396
Other Expenses-$300$239$300
All Other Expenses-$92$110$202
Total Functional Expenses$26,217$7,762$2,886$36,865
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---Transfer Donor Advised Funds$18,336
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
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

“All board members receive an electronic or paper copy of the irs form 990 prior to its submission. Board members with questions must submit their questions or changes to the executive committee within a week of receiving their copy. The executive committee will then submit changes and/or the signed form 8879 eo to the tax preparer to approve the filing of the irs form 990.”

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

“Each board member is required to read and sign conflict of interest policy annually.”

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

“Compensation review and approval by the board is required for the chief employed executive and any officers performing services for the foundation outside of their responsibilities as officers. Salary surveys are performed and documented in the minutes as is board approval of the compensation arrangement. Persons with a conflict of interest excuse themselves from the discussion in accordance with the conflict-of-interest policy.”

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

“Some are published on the foundation website and all are available from the foundation office when requested.”

Filing and Contact Details

Filer

EIN
75-2971085
Phone
5303120593

Signing Officer

Name
Nancy Allen
Title
Secty/Treas
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meg Stallard
Formed
2001
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Preparer
Pamela a Mainini CPA
Phone
5307583653
Supplemental Narrative

Financial Statement Notes

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

“The funds were transferred to the sacramento regional foundation but the purpose remains as established. That is for scholarships, general operating support and public library support”

Raw XML AppendixShowing 400 of 447 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FUNDRAISING AND GRANTMAKING
IRS990/AdvertisingGrp/ProgramServicesAmt03804
IRS990/AdvertisingGrp/TotalAmt03804
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt016100
IRS990/AllOtherExpensesGrp/FundraisingAmt0110
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt092
IRS990/AllOtherExpensesGrp/TotalAmt0202
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Nancy J Allen
IRS990/BooksInCareOfDetail/PhoneNum05305747235
IRS990/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 1264
IRS990/BooksInCareOfDetail/USAddress/City0WOODLAND
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode095776
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt052756
IRS990/CashNonInterestBearingGrp/EOYAmt031841
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt016100
IRS990/CYGrantsAndSimilarPaidAmt021836
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt015029
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-20765
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt036865
IRS990/CYTotalFundraisingExpenseAmt02886
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016100
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE FOUNDATION RAISES, MAINTAINS AND DISTRIBUTES FUNDS TO MATCH THE PHILANTHROPIC INTERESTS OF DONORS WITH THE NEEDS OF THE YOLO COUNTY COMMUNITY. DURING 2012 AND 2013 THE FOUNDATION TRANSFERRED DONOR-ADVISED AND FOUNDATION-ADVISED FUNDS TO THE SACRAMENTO REGION COMMUNITY FOUNDATION FOR THEIR FUND MANAGEMENT EXPERTISE AND ADMINISTRATIVE SUPPORT. THE FOUNDATION CONTINUES TO WORK ACTIVELY WITH DONORS AND NON-PROFITS IN YOLO COUNTY TO RAISE AND DISTRIBUTE FUNDS TO MEET THE NEEDS OF COMMUNITY RESIDENTS AND ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt026217
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01475
IRS990/FeesForServicesAccountingGrp/TotalAmt01475
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0798
IRS990/FeesForServicesLegalGrp/TotalAmt0798
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt01275
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt01275
IRS990/FeesForServicesManagementGrp/TotalAmt02550
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID ROUGHTON
IRS990/Form990PartVIISectionAGrp/PersonNm1LAURA STODDEN PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm2NANCY ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN BEATTY
IRS990/Form990PartVIISectionAGrp/PersonNm4CAMILLE CHAN
IRS990/Form990PartVIISectionAGrp/PersonNm5JOAN HOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm6SUE HEITMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7ALLISON CHILCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm8BEVERLY SANDEEN
IRS990/Form990PartVIISectionAGrp/PersonNm9MARY STEPHENS DEWALL
IRS990/Form990PartVIISectionAGrp/PersonNm10MEG STALLARD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt10President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt021836
IRS990/GrantsPayableGrp/BOYAmt0250
IRS990/GrantsPayableGrp/EOYAmt0100
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt019836
IRS990/GrantsToDomesticOrgsGrp/TotalAmt019836
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt016100
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0577
IRS990/InformationTechnologyGrp/TotalAmt0577
IRS990/InsuranceGrp/ManagementAndGeneralAmt01932
IRS990/InsuranceGrp/TotalAmt01932
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01324
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt01324
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FUNDRAISING AND GRANTMAKING
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt052506
IRS990/NetAssetsOrFundBalancesEOYAmt031741
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0960
IRS990/OccupancyGrp/TotalAmt0960
IRS990/OfficeExpensesGrp/FundraisingAmt071
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0325
IRS990/OfficeExpensesGrp/TotalAmt0396
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Printing and Publications
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3TRAINING
IRS990/OtherExpensesGrp/FundraisingAmt0614
IRS990/OtherExpensesGrp/FundraisingAmt1577
IRS990/OtherExpensesGrp/FundraisingAmt2239
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0456
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1149
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2300
IRS990/OtherExpensesGrp/TotalAmt01070
IRS990/OtherExpensesGrp/TotalAmt1577
IRS990/OtherExpensesGrp/TotalAmt2388
IRS990/OtherExpensesGrp/TotalAmt3300
IRS990/OtherRevenueMiscGrp/Desc0PY VOID CHECK
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MEG STALLARD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt027524
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt021330
IRS990/PYInvestmentIncomeAmt05457
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt021931
IRS990/PYRevenuesLessExpensesAmt0-10280
IRS990/PYTotalExpensesAmt043261
IRS990/PYTotalRevenueAmt032981
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-20765
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt027524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0108661
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019485
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt025541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0197311
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05457
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09087
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09721
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07929
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt032194
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0190
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0195
IRS990ScheduleA/PublicSupportCY170Pct00.75830
IRS990ScheduleA/PublicSupportPY170Pct00.71440
IRS990ScheduleA/PublicSupportTotal170Amt0174174
IRS990ScheduleA/SubstantialContributorsTotAmt023137
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt027524
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0108661
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019485
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt025541
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0197311
IRS990ScheduleA/TotalSupportAmt0229700
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01324
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01324
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUNDS WERE TRANSFERRED TO THE SACRAMENTO REGIONAL FOUNDATION BUT THE PURPOSE REMAINS AS ESTABLISHED. THAT IS FOR SCHOLARSHIPS, GENERAL OPERATING SUPPORT AND PUBLIC LIBRARY SUPPORT
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt018336
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TRANSFER DONOR ADVISED FUNDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10SACRAMENTO REG COM FDN
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10955 UNIVERSITY AVE
IRS990ScheduleI/RecipientTable/USAddress/City0SACRAMENTO
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode095825
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ONE: THE DISTRIBUTION REQUEST REQUIRES THAT THE POTENTIAL GRANTEE PROVIDE THEIR FEDERAL ID NUMBER AND STATUS AS A PUBLIC CHARITY PRIOR TO APPROVING DISBURSEMENT OF FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL BOARD MEMBERS RECEIVE AN ELECTRONIC OR PAPER COPY OF THE IRS FORM 990 PRIOR TO ITS SUBMISSION. BOARD MEMBERS WITH QUESTIONS MUST SUBMIT THEIR QUESTIONS OR CHANGES TO THE EXECUTIVE COMMITTEE WITHIN A WEEK OF RECEIVING THEIR COPY. THE EXECUTIVE COMMITTEE WILL THEN SUBMIT CHANGES AND/OR THE SIGNED FORM 8879 EO TO THE TAX PREPARER TO APPROVE THE FILING OF THE IRS FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER IS REQUIRED TO READ AND SIGN CONFLICT OF INTEREST POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION REVIEW AND APPROVAL BY THE BOARD IS REQUIRED FOR THE CHIEF EMPLOYED EXECUTIVE AND ANY OFFICERS PERFORMING SERVICES FOR THE FOUNDATION OUTSIDE OF THEIR RESPONSIBILITIES AS OFFICERS. SALARY SURVEYS ARE PERFORMED AND DOCUMENTED IN THE MINUTES AS IS BOARD APPROVAL OF THE COMPENSATION ARRANGEMENT. PERSONS WITH A CONFLICT OF INTEREST EXCUSE THEMSELVES FROM THE DISCUSSION IN ACCORDANCE WITH THE CONFLICT-OF-INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SOME ARE PUBLISHED ON THE FOUNDATION WEBSITE AND ALL ARE AVAILABLE FROM THE FOUNDATION OFFICE WHEN REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt052756
IRS990/TotalAssetsEOYAmt031841
IRS990/TotalAssetsGrp/BOYAmt052756
IRS990/TotalAssetsGrp/EOYAmt031841
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt016100
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02886
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07762
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026217
IRS990/TotalFunctionalExpensesGrp/TotalAmt036865
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0250
IRS990/TotalLiabilitiesEOYAmt0100
IRS990/TotalLiabilitiesGrp/BOYAmt0250
IRS990/TotalLiabilitiesGrp/EOYAmt0100
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt052506
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt031741
IRS990/TotalProgramServiceExpensesAmt026217

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,841
Liabilities
$100
Net assets
$31,741
Revenue
$16,100
Expenses
$36,865
Net income
-$20,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.30$1.05$2.54$3.21$0.67
2023Summary only. Only limited summary data is available for this year.$2.37$0.65$1.72$2.66$3.54$0.88
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$0.09$2.60$7.78$6.89$0.90
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.02$1.71$1.48$1.58$0.10
2020Summary only. Only limited summary data is available for this year.$1.95$0.15$1.81$8.17$7.69$0.48
2019Detailed filing. Detailed filing data is available for this year.$1.38$0.05$1.33$0.79$0.75$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.01$1.29$0.44$0.53$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.39$0.01$1.38$0.49$0.56$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.46$1.13$0.33$0.58$0.44$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.43$1.24$0.19$0.60$0.66$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.59$1.34$0.24$0.33$0.40$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.16$0.37$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$0.00$4.18$0.49
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.63$0.00$3.63$0.23