Civic Intelligence

Community Foundation for San Benito County

990 • Fiscal year 2023 • EIN 77-0312582

Nov 01, 2022 to Oct 31, 2023 • Filed on Sep 11, 2024

440 San Benito StreetHollister, CA 95023

(831) 630-1924

Siviq Scores

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

Liabilities / Assets

25th percentile

0.05x

Higher debt load relative to assets than 25% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

25th percentile

0.12x

Higher debt load relative to revenue than 25% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

6th percentile

-59%

Higher net margin than 6% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

34th percentile

$198,548

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

4th percentile

-15%

Faster asset growth than 4% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-9.7%

Faster revenue growth than 23% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Down

$30,110,958

Down $5,446,140 (-15%) from 2022

Net Assets

Down

$28,691,263

Down $6,291,604 (-18%) from 2022

Liabilities

Up

$1,419,695

Up $845,464 (+147%) from 2022

Revenue

Down

$12,281,339

Down $1,313,343 (-9.7%) from 2022

Expenses

Up

$19,469,025

Up $13,334,918 (+217%) from 2022

Net Income

Down

-$7,187,686

Down $14,648,261 (-196%) from 2022

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $6,751,986Liabilities 2010: $13,584Net Assets 2010: $6,738,4022010Assets 2011: $5,007,728Liabilities 2011: $144,156Net Assets 2011: $4,863,5722011Assets 2012: $5,788,631Liabilities 2012: $286,956Net Assets 2012: $5,501,6752012Assets 2014: $8,583,620Liabilities 2014: $229,543Net Assets 2014: $8,354,0772014Assets 2015: $9,429,064Liabilities 2015: $374,045Net Assets 2015: $9,055,0192015Assets 2016: $9,251,183Liabilities 2016: $778,271Net Assets 2016: $8,472,9122016Assets 2017: $10,626,002Liabilities 2017: $626,249Net Assets 2017: $9,999,7532017Assets 2018: $16,511,562Liabilities 2018: $807,701Net Assets 2018: $15,703,8612018Assets 2019: $12,565,389Liabilities 2019: $540,536Net Assets 2019: $12,024,8532019Assets 2020: $19,603,133Liabilities 2020: $552,132Net Assets 2020: $19,051,0012020Assets 2021: $31,134,359Liabilities 2021: $629,283Net Assets 2021: $30,505,0762021Assets 2022: $35,557,098Liabilities 2022: $574,231Net Assets 2022: $34,982,8672022Assets 2023: $30,110,958Liabilities 2023: $1,419,695Net Assets 2023: $28,691,2632023Assets 2024: $28,769,994Liabilities 2024: $730,379Net Assets 2024: $28,039,6152024

Highlighted filing

2023

Assets$30,110,958
Liabilities$1,419,695
Net Assets$28,691,263

Operations Trend

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

$20M$10M$0-$10MRevenue 2010: $1,374,451Expenses 2010: $1,149,116Net Income 2010: $225,3352010Expenses 2011: $2,256,9032011Expenses 2012: $1,370,7612012Revenue 2014: $2,121,589Expenses 2014: $1,904,916Net Income 2014: $216,6732014Revenue 2015: $3,904,169Expenses 2015: $2,038,507Net Income 2015: $1,865,6622015Revenue 2016: $1,139,185Expenses 2016: $1,574,134Net Income 2016: -$434,9492016Revenue 2017: $6,449,295Expenses 2017: $5,922,018Net Income 2017: $527,2772017Revenue 2018: $8,649,552Expenses 2018: $2,627,637Net Income 2018: $6,021,9152018Revenue 2019: $4,296,481Expenses 2019: $8,713,095Net Income 2019: -$4,416,6142019Revenue 2020: $14,221,099Expenses 2020: $7,575,260Net Income 2020: $6,645,8392020Revenue 2021: $12,270,201Expenses 2021: $2,725,466Net Income 2021: $9,544,7352021Revenue 2022: $13,594,682Expenses 2022: $6,134,107Net Income 2022: $7,460,5752022Revenue 2023: $12,281,339Expenses 2023: $19,469,025Net Income 2023: -$7,187,6862023Revenue 2024: $4,383,474Expenses 2024: $8,276,240Net Income 2024: -$3,892,7662024

Highlighted filing

2023

Revenue$12,281,339
Expenses$19,469,025
Net Income-$7,187,686
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Sep 11, 2024
Return Version
2022v5.0
Gross Receipts
$12,447,056
Mission and Program Overview

Mission

The community foundation for san benito county is dedicated to building a stronger community and enhancing the quality of life in san benito county through the support of philanthropic activities.

To build a permanent endowment to provide grants and assistance to develop and strengthen local non-profit organizations in san benito county

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$13,320,671$15,910,157▲ $2,589,486
Cash and Non-Interest-Bearing Accounts$15,614,024$6,778,429▼ $8,835,595
Land, Buildings, and Equipment, Net$6,549,804$6,291,972▼ $257,832
Other Notes and Loans Receivable, Net$72,599$0▼ $72,599
Total Assets$35,557,098$30,110,958▼ $5,446,140
Other Assets Total$0$1,130,400▲ $1,130,400
Liabilities
Grants Payable$23,000$848,984▲ $825,984
Other Liabilities$520,835$548,292▲ $27,457
Accounts Payable and Accrued Expenses$30,396$22,419▼ $7,977
Total Liabilities$574,231$1,419,695▲ $845,464
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$27,249,860$16,919,719▼ $10,330,141
Net Assets With Donor Restrictions$7,733,007$11,771,544▲ $4,038,537
Total Net Assets Fund Balance$34,982,867$28,691,263▼ $6,291,604
Total Liabilities and Net Assets / Fund Balance$35,557,098$30,110,958▼ $5,446,140

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,408,353$349,526$5,757,879
Equipment$720,705$143,823$864,528
Land$143,354-$143,354
Leasehold Improvements$19,560$2,173$21,733
Other Securities$576,873--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$7,686,084$4,646,630▲ $440,465$-3,229$12,454,482
2021$9,139,850$620,673▼ $1,684,710$-12,998$7,686,084
2020$7,479,566$169,943▲ $1,843,311$-145,998$9,139,850
2019$6,760,137$612,595▲ $368,536$-1,913$7,479,566
2018$6,149,589$180,012▲ $639,444$-3,715$6,760,137
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary ByrnePresident/CEOFT$179,141$19,407$198,548

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$11,935,824
Program Service Revenue
$0
Investment Income
$345,499
Other Revenue
$16
All Other Contributions
$11,935,824
Change in Net Assets
$-7,187,686

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded20$772,820Selling Price Per Broker
Total Noncash Contributions20$772,820-

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,260,793
Revenue Not Reported on Financial Statements
$20,546
Revenue Not Reported on Form 990
$1,855,435
Other Revenue Adjustments
$20,546
Total Revenue per Audited Statements
$14,116,228
Total Revenue per Form 990
$12,281,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$18,374,770
Other Expenses$679,997
Salaries, Compensation, and Employee Benefits$414,258
Total Fundraising Expense$47,616
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$18,374,770--$18,374,770
Depreciation Depletion-$298,507-$298,507
Current Officers, Directors, Trustees, and Key Employees$100,456$59,130$19,555$179,141
Other Salaries and Wages$87,074$51,252$16,950$155,276
Fees for Services Other$21,620$44,845-$66,465
Other Employee Benefits$29,022$17,082$5,649$51,753
Fees for Services Accounting-$32,240-$32,240
Payroll Taxes$15,751$9,271$3,066$28,088
Advertising$18,337--$18,337
Insurance-$13,757-$13,757
Office Expenses-$12,286-$12,286
Other Expenses$211,136$1,234$2,396$1,234
Fees for Services Legal-$802-$802
Total Functional Expenses$18,858,166$563,243$47,616$19,469,025

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$20,407,832
Total Expenses per Form 990$19,469,025
Expenses per Audited Statements$19,441,568
Expenses Not Reported on Form 990$966,264
Expenses Not Reported on Financial Statements$27,457
Other Expense Adjustments$27,457
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Impact Assets IncBethesda, MD501(c)(3)Standard$14,000,000
Ecdysis FoundationEstelline, SD501(c)(3)Standard$265,000
Regenerative Agriculture FoundationMinneapolis, MN501(c)(3)Standard$254,000
Paicines Ranch Learning CenterPaicines, CA501(c)(3)Standard$175,000
Good Meat ProjectPortland, OR501(c)(3)Standard$170,000
Cruces CreativesLas Cruces, NM501(c)(3)Standard$165,000
Carbon Cycle InstitutePetaluma, CA501(c)(3)Standard$155,000
Higher Purpose CoClarkdale, MS501(c)(3)Standard$150,000
Occidental Arts and Ecology CenterOccidental, CA501(c)(3)Standard$100,000
THE PEOPLE'S LAND FUNDOakland, CA501(c)(3)Standard$100,000
University Foundation California State Univerisity ChicoChico, CA501(c)(3)Standard$100,000
WOLFE'S NECK FARM FOUNDATION INCFreeport, ME501(c)(3)Standard$100,000
Croatan InstituteDurham, NC501(c)(3)Standard$95,000
Community Alliance With Family FarmersDavis, CA501(c)(3)Standard$85,000
Community Services UnlimitedLos Angeles, CA501(c)(3)Standard$80,000
San Diego Food System AllianceSan Diego, CA501(c)(3)Standard$80,000
California FarmlinkAptos, CA501(c)(3)Standard$78,750
National Young Farmers CoalitionAlbany, NY501(c)(3)Standard$75,000
Sustainable Economies Law CenterOakland, CA501(c)(3)Standard$75,000
BenitolinkHollister, CA501(c)(3)Standard$69,600
NEW MEXICO FARMERS' MARKETING ASSOCIATIONSanta Fe, NM501(c)(3)Standard$60,000
La Semilla Food CenterAnthony, NM501(c)(3)Standard$58,000
Civil EatsCotati, CA501(c)(3)Standard$52,500
Holistic Management InternationalAlbuquerque, NM501(c)(3)Standard$52,500
Quivira CoalitionSanta Fe, NM501(c)(3)Standard$52,500
Pet Friends and RescueHollister, CA501(c)(3)Standard$52,086
United for San BenitoHollister, CA501(c)(3)Standard$51,000
Climate Change Leadership InstituteSanta Fe, NM501(c)(3)Standard$50,000
Esperanza Community FarmsWatsonville, CA501(c)(3)Standard$50,000
Foodlink for Tulare CountyExeter, CA501(c)(3)Standard$50,000
Leadership Counsel for Justice and AccountabilityFresno, CA501(c)(3)Standard$50,000
Organic Farming Research FoundationSanta Cruz, CA501(c)(3)Standard$50,000
Pie RanchPescadero, CA501(c)(3)Standard$50,000
WOMEN'S FOOD AND AGRICULTURE NETWORKAmes, IA501(c)(3)Standard$50,000
Zero FoodprintSan Francisco, CA501(c)(3)Standard$50,000
Ojai Valley Fire Safe CouncilOjai, CA501(c)(3)Standard$40,060
Ccof FoundationSanta Cruz, CA501(c)(3)Standard$40,000
Oregon State University FoundationCorvallis, OR501(c)(3)Standard$31,500
California Association of Resource Conservation DistrictsFolsom, CA501(c)(3)Standard$30,000
FibershedSan Geronimo, CA501(c)(3)Standard$30,000
Greater Kansas City Community FoundationKansas City, MO501(c)(3)Standard$30,000
International Indian Treaty CouncilTucson, AZ501(c)(3)Standard$30,000
Northern Plains Resource CouncilBillings, MT501(c)(3)Standard$30,000
San Benito County Chamber of Commerce FoundationHollister, CA501(c)(3)Standard$30,000
Sustainable ConservationSan Francisco, CA501(c)(3)Standard$30,000
Threshold FoundationBrewster, NY501(c)(3)Standard$30,000
Community Water CenterVisalia, CA501(c)(3)Standard$25,000
Insight Garden ProgramSacramento, CA501(c)(3)Standard$25,000
Intertribal Agriculture CouncilBillings, MT501(c)(3)Standard$25,000
The Southwest Grassfed Livestock AllianceSanta Fe, NM501(c)(3)Standard$25,000
Casa of San Benito CountyHollister, CA501(c)(3)Standard$24,100
Rotary Club of HollisterHollister, CA501(c)(3)Scholarship$22,030
Hazel Hawkins Hospital FoundationHollister, CA501(c)(3)Standard$21,255
The Salvation Army Hollister Corps Community CenterHollister, CA501(c)(3)Standard$20,000
Bulldog BoxingHollister, CA501(c)(3)Standard$18,097
San Benito High SchoolHollister, CA501(c)(3)Standard$17,145
Coopers CallingTres Pinos, CA501(c)(3)Standard$16,675
From the Heart Productions IncOxnard, CA501(c)(3)Standard$15,000
Gabilan Chapter Seneca Family of AgenciesHollister, CA501(c)(3)Standard$14,126
United Way of San Benito CountyHollister, CA501(c)(3)Standard$14,032
Emmaus HouseHollister, CA501(c)(3)Standard$13,720
Community Food Bank of San Benito CountyHollister, CA501(c)(3)Standard$12,748
Catholic Charities Diocese of MontereyHollister, CA501(c)(3)Standard$12,000
Cal Poly State UniversitySan Luis Obispo, CA501(c)(3)Scholarship$10,950
Girl Scouts of California Central CoastVentura, CA501(c)(3)Standard$10,649
University of California BerkeleyBerkeley, CA501(c)(3)Scholarship$10,500
San Benito Agricultural Land TrustSan Juan Bautista, CA501(c)(3)Standard$10,465
Bee Girl (bgo)Ashland, OR501(c)(3)Standard$10,000
VenturesWatsonville, CA501(c)(3)Standard$10,000
San Benito County Historical SocietyHollister, CA501(c)(3)Solicited$9,579
Ucla - Regents of UcLos Angeles, CA501(c)(3)Scholarship$8,500
University of California Santa BarbaraSanta Barbara, CA501(c)(3)Scholarship$7,500
Southside SchoolHollister, CA509(a)(2)Standard$7,188
San Benito Babe RuthHollister, CA501(c)(3)Standard$7,175
Doctors Without Borders InternationalHagerstown, MD501(c)(3)Standard$6,500
San Jose State UniversitySan Jose, CA501(c)(3)Scholarship$6,500
Community Services Development CorporationHollister, CA501(c)(3)Standard$6,000
Rice UniversityHouston, TX501(c)(3)Scholarship$6,000
Sacred Heart Parish SchoolHollister, CA501(c)(3)Standard$5,763
California State University Monterey BaySeaside, CA501(c)(3)Scholarship$5,200
Sun Street CentersSalinas, CA501(c)(3)Standard$5,200

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$548,292
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 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
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, Section B, Line 11B

The foundation's bookkeeper, executive director, finance committee, audit committee and board of directors review the tax return prior to filing.

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

Officers, board members, and key employees review any conflicts of interest on an annual basis, documenting any key components.

Form 990, Part VI, Section B, Line 15

The full board periodically conducts a formal review process for the executive director and also reviews salary and agrees on any salary adjustments.

Form 990, Part VI, Section C, Line 19

A public disclosure copy of the organization's bylaws, policies, and audited financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Community Foundation for
EIN
77-0312582
Phone
8316301924
Address
440 SAN BENITO STREET, HOLLISTER, CA 95023

Signing Officer

Name
Chang So
Title
Board Chairman
Phone
8316301924
Signed
2024-09-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chang So
Formed
1992
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
8
Volunteers
50

Preparer

Firm
Novogradac & Company Llp
Address
1435 N MCDOWELL BLVD SUITE 350, PETALUMA, CA 94954
Preparer
Lance Smith
Phone
4152236130
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Accrual to cash - grants payable -825,984. Funds held for others investment activity accrual to cash -8,262. Funds held for others costs accrual to cash -6,583. Accrual to cash- py accounts payable 22,419. Trust receivable to cash 1,130,400.

FORM 990, PART XII, LINE 2C:

The audit committee assumes the responsibility for the oversight of the audit of its financial statements and the selection of the independent accountant.

Financial Statement Notes

PART X, LINE 2:

The foundation is a not-for-profit corporation under section 501(c)(3) of the internal revenue code and section 23701(d) of the california revenue and taxation code and therefore, is generally exempt from both federal and state income taxes, except on net income derived from unrelated business activities. The preparation of financial statements in accordance with accounting principles generally accepted in the united states of america requires the foundation to report information regarding its exposure to various tax positions taken. Management has determined whether any tax positions have met the recognition threshold and has measured its exposure to those tax positions. Management believes that the foundation has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities. Federal tax authorities generally have the right to examine and audit the previous three years of tax returns filed. California tax authorities generally have the right to examine and audit the previous four years of tax returns filed. Any interest or penalties assessed to the foundation are recorded in operating expenses. No interest or penalties from federal or state tax authorities were recorded in the accompanying financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Rent sublease revenue 90,693. Trust receivable accrual to cash 1,130,400. Epicenter revenue net of expenses 50,250.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Funds held for others costs accrual to cash 20,546.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Accrual to cash- py grants payable 805,849. Accrual to cash- py accounts payable 22,419. Miscellaneous expense 87,746. Epicenter revenue net of expenses 50,250.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Funds held for others 27,457.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/PersonNm1ALAN CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm2DAMON FELICE
IRS990/Form990PartVIISectionAGrp/PersonNm3PHIL FORTINO
IRS990/Form990PartVIISectionAGrp/PersonNm4MIKE GRACE
IRS990/Form990PartVIISectionAGrp/PersonNm5FERNANDO GONZALEZ
IRS990/Form990PartVIISectionAGrp/PersonNm6DOHN LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm7MICKIE SOLORIO LUNA
IRS990/Form990PartVIISectionAGrp/PersonNm8BEVERLEY MEAMBER
IRS990/Form990PartVIISectionAGrp/PersonNm9REBECCA MEDEIROS WOLF
IRS990/Form990PartVIISectionAGrp/PersonNm10BRENT REDMOND
IRS990/Form990PartVIISectionAGrp/PersonNm11ALLISON ROHNERT
IRS990/Form990PartVIISectionAGrp/PersonNm12BILL TIFFANY
IRS990/Form990PartVIISectionAGrp/PersonNm13KATHLEEN SHERIDAN
IRS990/Form990PartVIISectionAGrp/PersonNm14CHANG SO
IRS990/Form990PartVIISectionAGrp/PersonNm15GARY BYRNE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CFO/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT/CEO
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE COMMUNITY FOUNDATION FOR SAN BENITO COUNTY IS DEDICATED TO BUILDING A STRONGER COMMUNITY AND ENHANCING THE QUALITY OF LIFE IN SAN BENITO COUNTY THROUGH THE SUPPORT OF PHILANTHROPIC ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0584092
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt027249860
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IRS990/NoncashContributionsAmt0772820
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012286
IRS990/OfficeExpensesGrp/TotalAmt012286
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt01130400
IRS990/OtherChangesInNetAssetsAmt0311990
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05649
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017082
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt029022
IRS990/OtherEmployeeBenefitsGrp/TotalAmt051753
IRS990/OtherExpensesGrp/Desc0EVENTS & EDUCATION
IRS990/OtherExpensesGrp/Desc1HOSPITALITY
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt02396
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt019923
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12914
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21234
IRS990/OtherExpensesGrp/ProgramServicesAmt0211136
IRS990/OtherExpensesGrp/TotalAmt0231059
IRS990/OtherExpensesGrp/TotalAmt15310
IRS990/OtherExpensesGrp/TotalAmt21234
IRS990/OtherLiabilitiesGrp/BOYAmt0520835
IRS990/OtherLiabilitiesGrp/EOYAmt0548292
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt016
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016
IRS990/OtherRevenueTotalAmt016
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt016950
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt051252
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt087074
IRS990/OtherSalariesAndWagesGrp/TotalAmt0155276
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt072599
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03066
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09271
IRS990/PayrollTaxesGrp/ProgramServicesAmt015751
IRS990/PayrollTaxesGrp/TotalAmt028088
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHANG SO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt013224313
IRS990/PYExcessBenefitTransInd00
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IRS990/PYInvestmentIncomeAmt0368231
IRS990/PYOtherExpensesAmt0549920
IRS990/PYOtherRevenueAmt02138
IRS990/PYProgramServiceRevenueAmt00
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IRS990/PYSalariesCompEmpBnftPaidAmt0407801
IRS990/PYTotalExpensesAmt06134107
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013594682
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE COMMUNITY FOUNDATION FOR SAN BENITO COUNTY HAS BEEN IN EXISTENCE SINCE 1992 SERVING OUR COMMUNITY. OVER THE YEARS OUR PUBLIC SUPPORT (NUMBER OF DONATIONS) HAS GONE UP YEAR AFTER YEAR. 1992/24 DONORS, 2010/447 DONORS, 2020/478 DONORS, 2021/900 DONORS, 2022/1,000 DONORS. OUR BOARD COMPRISES OF 16 COMMUNITY MEMBERS REPRESENTING ALL SECTORS OF THE COMMUNITY. FROM THE VERY START OF THE FOUNDATION WE HAVE HAD A LARGE BOARD REPRESENTING THE WHOLE COUNTY. WE HAVE OVER 160 FUNDS AT THE FOUNDATION MADE UP OF, FIELDS OF INTEREST, (YOUTH, EDUCATION, SENIORS, AG, ENVIRONMENT, ARTS AND CULTURE, HEALTH AND HUMAN SERVICES) DONOR ADVISED FUNDS, SCHOLARSHIP FUNDS, ECONOMIC DEVELOPMENT, COMMUNITY ENHANCEMENT AND ANIMAL RELATED. ALL THESE FUNDS ARE SUPPORTED BY THE GENERAL PUBLIC. THE FOUNDATION GRANTS PROGRAM HAS GROWN YEAR AFTER YEAR, 1992/$60,000, 2012/$950,000, 2015/$1.39M, 2020/$6.9M, 2021/$5.1M, 2022/$18.3M GRANTS. AS THE FOUNDATION HAS GROWN SO HAS OUR SUPPORT FOR THE 150+ NONPROFITS THAT WE SERVE. WE PUT ON WORKSHOPS, HAVE LISTENING SESSIONS, FACILITATE DAYS OF GIVING, AND CONVENE NONPROFIT LEADERS ON A QUARTERLY BASIS.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011935824
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013225188
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011122722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013661989
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03586796
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt053532519
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0460966
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0305530
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0261311
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0238447
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0659715
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01925969
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt065570
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0240314
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt014886
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt041678
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0296878
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.29220
IRS990ScheduleA/PublicSupportPY170Pct00.26330
IRS990ScheduleA/PublicSupportTotal170Amt016294352
IRS990ScheduleA/SubstantialContributorsTotAmt037238167
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011935824
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013225188
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt011122722
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013661989
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03586796
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt053532519
IRS990ScheduleA/TotalSupportAmt055755366
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/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.03000
IRS990ScheduleD/BuildingsGrp/BookValueAmt05408353
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0349526
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05757879
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0-152448
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt04646630
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt012454482
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-163020
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0440465
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-3229
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0-153360
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09139850
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0620673
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07686084
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-223371
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1684710
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-12998
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-112
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07479566
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0169943
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09139850

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$0.73$28.0$4.38$8.28$3.89
2023Detailed filing. Detailed filing data is available for this year.$30.1$1.42$28.7$12.3$19.5$7.19
2022Detailed filing. Detailed filing data is available for this year.$35.6$0.57$35.0$13.6$6.13$7.46
2021Detailed filing. Detailed filing data is available for this year.$31.1$0.63$30.5$12.3$2.73$9.54
2020Detailed filing. Detailed filing data is available for this year.$19.6$0.55$19.1$14.2$7.58$6.65
2019Detailed filing. Detailed filing data is available for this year.$12.6$0.54$12.0$4.30$8.71$4.42
2018Detailed filing. Detailed filing data is available for this year.$16.5$0.81$15.7$8.65$2.63$6.02
2017Detailed filing. Detailed filing data is available for this year.$10.6$0.63$10.00$6.45$5.92$0.53
2016Summary only. Only limited summary data is available for this year.$9.25$0.78$8.47$1.14$1.57$0.43
2015Detailed filing. Detailed filing data is available for this year.$9.43$0.37$9.06$3.90$2.04$1.87
2014Detailed filing. Detailed filing data is available for this year.$8.58$0.23$8.35$2.12$1.90$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.79$0.29$5.50$1.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.01$0.14$4.86$2.26
2010Summary only. Only limited summary data is available for this year.$6.75$0.01$6.74$1.37$1.15$0.23