Civic Intelligence

Fresno Regional Foundation a Corporation

990 • Fiscal year 2016 • EIN 77-0478025

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profilewww.centralvalleycf.org

View Organization Page

5260 N Palm AvenueFresno, CA 93704

(559) 226-5600

Siviq Scores

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

Liabilities / Assets

39th percentile

0.20x

Higher debt load relative to assets than 39% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

59th percentile

0.60x

Higher debt load relative to revenue than 59% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

91st percentile

40%

Higher net margin than 91% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

10th percentile

$145,032

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

84th percentile

14%

Faster asset growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

80th percentile

15%

Faster revenue growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$60,598,222

Up $7,371,989 (+14%) from 2015

Net Assets

Up

$48,269,463

Up $7,939,928 (+20%) from 2015

Liabilities

Down

$12,328,759

Down $567,939 (-4.4%) from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin91st percentile

Revenue

Up

$20,405,486

Up $2,591,505 (+15%) from 2015

Expenses

Up

$12,332,004

Up $1,687,482 (+16%) from 2015

Net Income

Up

$8,073,482

Up $904,023 (+13%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$200M$150M$100M$50M$0Assets 2010: $49,504,872Liabilities 2010: $6,893,726Net Assets 2010: $42,611,1462010Assets 2011: $55,695,371Liabilities 2011: $5,947,406Net Assets 2011: $49,747,9652011Assets 2012: $57,032,558Liabilities 2012: $6,603,206Net Assets 2012: $50,429,3522012Assets 2013: $43,364,946Liabilities 2013: $9,023,809Net Assets 2013: $34,341,1372013Assets 2014: $48,881,818Liabilities 2014: $11,553,986Net Assets 2014: $37,327,8322014Assets 2015: $53,226,233Liabilities 2015: $12,896,698Net Assets 2015: $40,329,5352015Assets 2016: $60,598,222Liabilities 2016: $12,328,759Net Assets 2016: $48,269,4632016Assets 2017: $61,020,008Liabilities 2017: $13,461,128Net Assets 2017: $47,558,8802017Assets 2018: $63,790,211Liabilities 2018: $16,543,554Net Assets 2018: $47,246,6572018Assets 2019: $69,977,460Liabilities 2019: $17,773,851Net Assets 2019: $52,203,6092019Assets 2020: $94,990,574Liabilities 2020: $21,892,049Net Assets 2020: $73,098,5252020Assets 2021: $105,414,980Liabilities 2021: $26,203,664Net Assets 2021: $79,211,3162021Assets 2022: $103,002,153Liabilities 2022: $22,442,572Net Assets 2022: $80,559,5812022Assets 2023: $161,104,627Liabilities 2023: $18,634,707Net Assets 2023: $142,469,9202023Assets 2024: $163,139,610Liabilities 2024: $18,883,732Net Assets 2024: $144,255,8782024

Highlighted filing

2016

Assets$60,598,222
Liabilities$12,328,759
Net Assets$48,269,463
Open 2016 Filing

Operations Trend

Revenue Growth80th percentile

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

$100M$50M$0-$50MExpenses 2010: $6,907,0392010Expenses 2011: $5,222,3802011Expenses 2012: $7,195,5042012Revenue 2013: $10,983,352Expenses 2013: $8,875,210Net Income 2013: $2,108,1422013Revenue 2014: $14,277,584Expenses 2014: $11,264,304Net Income 2014: $3,013,2802014Revenue 2015: $17,813,981Expenses 2015: $10,644,522Net Income 2015: $7,169,4592015Revenue 2016: $20,405,486Expenses 2016: $12,332,004Net Income 2016: $8,073,4822016Revenue 2017: $13,348,517Expenses 2017: $15,952,748Net Income 2017: -$2,604,2312017Revenue 2018: $19,631,813Expenses 2018: $16,819,113Net Income 2018: $2,812,7002018Revenue 2019: $14,275,634Expenses 2019: $12,887,262Net Income 2019: $1,388,3722019Revenue 2020: $37,001,008Expenses 2020: $19,207,639Net Income 2020: $17,793,3692020Revenue 2021: $19,266,870Expenses 2021: $17,447,615Net Income 2021: $1,819,2552021Revenue 2022: $26,435,459Expenses 2022: $14,694,261Net Income 2022: $11,741,1982022Revenue 2023: $82,658,498Expenses 2023: $27,064,077Net Income 2023: $55,594,4212023Revenue 2024: $29,902,478Expenses 2024: $24,765,917Net Income 2024: $5,136,5612024

Highlighted filing

2016

Revenue$20,405,486
Expenses$12,332,004
Net Income$8,073,482
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$20,405,486
Mission and Program Overview

Mission

To improve the quality of life in the central san joaquin valley by promoting charitable giving and assisting donors and administering funds.

To cultivate smart philanthropy, lead and invest in solutions that build stronger communities in the Central San Joaquin Valley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$41,305,501$43,044,999▲ $1,739,498
Cash and Non-Interest-Bearing Accounts$4,110,737$7,290,056▲ $3,179,319
Investments Other Securities$3,350,507$5,158,234▲ $1,807,727
Pledges and Grants Receivable$888,197$1,722,289▲ $834,092
Land, Buildings, and Equipment, Net$1,134,888$1,152,920▲ $18,032
Investments Program Related$902,500$902,500→ $0
Other Notes and Loans Receivable, Net$252,924$130,376▼ $122,548
Prepaid Expenses and Deferred Charges$80,130$77,598▼ $2,532
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$53,226,233$60,598,222▲ $7,371,989
Other Assets Total$1,200,849$1,119,250▼ $81,599
Liabilities
Other Liabilities$9,562,611$10,241,715▲ $679,104
Unsecured Notes Loans Payable$1,000,000$1,000,000→ $0
Grants Payable$2,122,709$937,100▼ $1,185,609
Accounts Payable and Accrued Expenses$211,378$149,944▼ $61,434
Total Liabilities$12,896,698$12,328,759▼ $567,939
Net Assets / Fund Balance
Unrestricted Net Assets$14,190,033$19,049,214▲ $4,859,181
Permanently Rstr Net Assets$13,234,224$14,875,221▲ $1,640,997
Temporarily Rstr Net Assets$12,905,278$14,345,028▲ $1,439,750
Total Net Assets Fund Balance$40,329,535$48,269,463▲ $7,939,928
Total Liabilities and Net Assets / Fund Balance$53,226,233$60,598,222▲ $7,371,989

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,056,816-$1,056,816
Equipment$85,935$122,409$208,344
Leasehold Improvements$10,169$726$10,895
Investment Program Related Org$902,500--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$17,646,494$1,640,997▲ $1,243,745-$19,489,205
2015$16,472,838$178,615▲ $43,871$2,425,041$17,646,494
2014$16,171,617$50,125▲ $1,037,215$147,952$16,472,838
2013$14,515,588$570,184▲ $2,187,310$62,714$16,171,617
2012$13,412,317$137,390▲ $1,692,016$62,845$14,515,588
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hugh J RalstonPresident & CEOFT$131,645$13,387$145,032
Kerri HornCFOFT$103,878$5,851$109,729
Elliott BalchCOOFT$6,832-$6,832

Board Members and Trustees

NameTitle
Alan PierrotChairman
Carol ChandlerDirector
Joe Del BosqueDirector
Juan ArambulaDirector
Justin VartanianDirector
Karen MussonDirector
Larry PowellDirector
Lydia Herrera-mataDirector
Mas MasumotoDirector
Rich OlssonDirector
Rod ThorntonDirector
Shirley BruegmanDirector
Celia Maldonado ArroyoSecretary
Carole AndersenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,408,440
Program Service Revenue
$839,827
Investment Income
$1,157,219
Other Revenue
$0
All Other Contributions
$18,408,440
Change in Net Assets
$8,073,482

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Food Inventory2$11,967,970Market Value
Securities Publicly Traded3$111,021Trade Price
Total Noncash Contributions5$12,078,991-

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,677,633
Revenue Not Reported on Financial Statements
$727,853
Revenue Not Reported on Form 990
$4,977,083
Other Revenue Adjustments
$727,853
Total Revenue per Audited Statements
$24,654,716
Total Revenue per Form 990
$20,405,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,659,305
Other Expenses$2,687,957
Salaries, Compensation, and Employee Benefits$984,742
Total Fundraising Expense$200,849
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,672,978--$7,672,978
Grants to Domestic Individuals$694,835--$694,835
Other Salaries and Wages$209,383$305,729$73,905$589,017
Foreign Grants$291,492--$291,492
Occupancy$86,800$126,740$30,637$244,177
Current Officers, Directors, Trustees, and Key Employees$86,153$125,794$30,408$242,355
Fees for Services Other-$234,088-$234,088
Payroll Taxes$51,881$75,753$18,312$145,946
All Other Expenses$64,343$64,860$16,436$145,639
Fees for Service Investment Mgmnt Fees-$136,443-$136,443
Office Expenses$33,756$56,378$13,628$103,762
Advertising$68,122$13,415$3,243$84,780
Other Expenses$249,409$70,039-$70,039
Fees for Services Accounting$16,580$24,209$5,852$46,641
Insurance$9,116$13,310$3,217$25,643
Depreciation Depletion$7,673$11,204$2,708$21,585
Interest$21,108--$21,108
Travel$4,452$6,500$1,571$12,523
Other Employee Benefits$2,639$3,853$932$7,424
Total Functional Expenses$10,159,356$1,971,799$200,849$12,332,004

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$14,226,394
Total Expenses per Form 990$12,332,004
Expenses per Audited Statements$11,604,151
Expenses Not Reported on Form 990$2,622,243
Expenses Not Reported on Financial Statements$727,853
Other Expense Adjustments$727,853
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Statement 1See Statement, CA--$7,672,978

International Summary

Spending
$291,492

International Compliance

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

International Activities

RegionActivityServicesOfficesEmployeesSpending
South AsiaGrantmakingCharitable Support00$291,492
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency & Trust Funds$10,241,715
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The information returns, including form 990 are reviewed by the audit and/or finance committee, and then to the entire board prior to being submitted.”

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

“The Foundation requires a conflict of interest statement to be read and understood and signed by the Board members and employees.”

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

“Compensation of the ceo is determined by the board of directors.”

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

“Financial statements are published with year end brochure, governing documents and policies are posted on the foundation's website and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Central Valley Community Foundation
EIN
77-0478025
Phone
5592265600
Address
5260 N Palm Avenue, Fresno, CA 93704

Signing Officer

Name
Ashley Swearengin
Title
President & CEO
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashley Swearengin
Formed
1966
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
18

Preparer

Firm
Price Paige and Company
Address
677 Scott Avenue, Clovis, CA 93612
Preparer
Fausto Hinojosa CPA CFE
Phone
5592999540
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 -”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Donated services = -$46200”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Loss on write down of commodities = -$1163347”

Financial Statement Notes

Part X : FIN48 Footnote

“The Foundation and its Supporting Organizations have qualified as non-profit organizations and have been granted tax-exempt status pursuant to Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701(d). The Foundations LLCs are subject to the State of Californias minimum tax for each entity. Generally accepted accounting principles provides accounting and disclosures guidance about positions taken by an entity in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Foundations returns are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Revenue for Silkwood Family Foundation $5629 Revenue for Lyles Foundation $3895461”

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

“Administrative assessments eliminated $727853”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Expenses for lyle foundation $1407838 expenses for silkwood foundation $4858 loss on write down of commodities $1163347”

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

“Administrative assessments eliminated $727853”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt16COO
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To cultivate smart philanthropy, lead and invest in solutions that build stronger communities in the Central San Joaquin Valley.
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IRS990/MoreThan5000KToOrgInd0true
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,598,222
Liabilities
$12,328,759
Net assets
$48,269,463
Revenue
$20,405,486
Expenses
$12,332,004
Net income
$8,073,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$163$18.9$144$29.9$24.8$5.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$161$18.6$142$82.7$27.1$55.6
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$103$22.4$80.6$26.4$14.7$11.7
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$105$26.2$79.2$19.3$17.4$1.82
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$95.0$21.9$73.1$37.0$19.2$17.8
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.0$17.8$52.2$14.3$12.9$1.39
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.8$16.5$47.2$19.6$16.8$2.81
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.0$13.5$47.6$13.3$16.0$2.60
2016Detailed filing. Detailed filing data is available for this year.$60.6$12.3$48.3$20.4$12.3$8.07
2015Summary only. Only limited summary data is available for this year.$53.2$12.9$40.3$17.8$10.6$7.17
2014Detailed filing. Detailed filing data is available for this year.$48.9$11.6$37.3$14.3$11.3$3.01
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.4$9.02$34.3$11.0$8.88$2.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.0$6.60$50.4$7.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.7$5.95$49.7$5.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.5$6.89$42.6$6.91