Civic Intelligence

Fresno Regional Foundation a Corporation

990 • Fiscal year 2017 • EIN 77-0478025

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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

42nd percentile

0.22x

Higher debt load relative to assets than 42% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

1.01x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

9th percentile

-20%

Higher net margin than 9% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

32nd percentile

$244,615

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

28th percentile

0.7%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-35%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Assets

Up

$61,020,008

Up $421,786 (+0.7%) from 2016

Net Assets

Down

$47,558,880

Down $710,583 (-1.5%) from 2016

Liabilities

Up

$13,461,128

Up $1,132,369 (+9.2%) from 2016

Revenue

Down

$13,348,517

Down $7,056,969 (-35%) from 2016

Expenses

Up

$15,952,748

Up $3,620,744 (+29%) from 2016

Net Income

Down

-$2,604,231

Down $10,677,713 (-132%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$61,020,008
Liabilities$13,461,128
Net Assets$47,558,880

Operations Trend

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

2017

Revenue$13,348,517
Expenses$15,952,748
Net Income-$2,604,231
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$13,348,517
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$43,044,999$50,996,878▲ $7,951,879
Cash and Non-Interest-Bearing Accounts$7,290,056$5,597,176▼ $1,692,880
Investments Other Securities$5,158,234$0▼ $5,158,234
Land, Buildings, and Equipment, Net$1,152,920$1,152,156▼ $764
Pledges and Grants Receivable$1,722,289$1,062,661▼ $659,628
Investments Program Related$902,500$902,500→ $0
Other Notes and Loans Receivable, Net$130,376$194,399▲ $64,023
Prepaid Expenses and Deferred Charges$77,598$93,385▲ $15,787
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$60,598,222$61,020,008▲ $421,786
Other Assets Total$1,119,250$1,020,853▼ $98,397
Liabilities
Other Liabilities$10,241,715$11,628,175▲ $1,386,460
Unsecured Notes Loans Payable$1,000,000$1,000,000→ $0
Grants Payable$937,100$605,855▼ $331,245
Accounts Payable and Accrued Expenses$149,944$227,098▲ $77,154
Total Liabilities$12,328,759$13,461,128▲ $1,132,369
Net Assets / Fund Balance
Permanently Rstr Net Assets$14,875,221$17,645,842▲ $2,770,621
Temporarily Rstr Net Assets$14,345,028$17,386,501▲ $3,041,473
Unrestricted Net Assets$19,049,214$12,526,537▼ $6,522,677
Total Net Assets Fund Balance$48,269,463$47,558,880▼ $710,583
Total Liabilities and Net Assets / Fund Balance$60,598,222$61,020,008▲ $421,786

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,056,816-$1,056,816
Equipment$86,260$149,124$235,384
Leasehold Improvements$9,080$1,815$10,895
Investment Program Related Org$902,500--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$19,489,205$2,912,977▲ $2,950,584-$23,920,680
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashley SwearenginPresident & CEOFT$234,615$10,000$244,615
Kerri HornCFOFT$109,252$5,213$114,465
Elliott BalchCOOFT$108,689$5,184$113,873

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Gunner Management CompanyRent & Bldg Maint555 W Shaw Ave Suite B-4, Fresno, CA 93704$127,811
Rival Equipment & LandscapeLandscape MaintPO Box 80537, Bakersfield, CA 93380$127,800
Gleason GroupProfessional Service630 E Home Ave, Fresno, CA 93728$117,612
Revenue and Support

Revenue Composition

Contributions and Grants
$9,277,511
Program Service Revenue
$933,825
Investment Income
$3,137,181
Other Revenue
$0
All Other Contributions
$9,277,511
Change in Net Assets
$-2,604,231

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
Securities Publicly Traded15$1,183,293Trade Price
Total Noncash Contributions15$1,183,293-

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,548,426
Revenue Not Reported on Financial Statements
$800,091
Revenue Not Reported on Form 990
$6,546,020
Other Revenue Adjustments
$800,091
Total Revenue per Audited Statements
$19,094,446
Total Revenue per Form 990
$13,348,517
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$12,122,463
Other Expenses$2,616,318
Salaries, Compensation, and Employee Benefits$1,213,967
Total Fundraising Expense$295,896
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,956,826--$10,956,826
Grants to Domestic Individuals$841,413--$841,413
Other Salaries and Wages$287,630$238,209$67,305$593,144
Current Officers, Directors, Trustees, and Key Employees$93,817$273,589$95,150$462,556
Foreign Grants$324,224--$324,224
Occupancy$95,021$127,493$40,470$262,984
Fees for Service Investment Mgmnt Fees-$165,187-$165,187
Payroll Taxes$53,942$72,375$22,974$149,291
All Other Expenses$42,795$85,117$17,922$145,834
Office Expenses$43,015$57,714$18,320$119,049
Other Expenses$76,630$8,805$875$86,310
Fees for Services Other$23,233$31,172$9,895$64,300
Advertising$16,797$22,537$7,154$46,488
Travel$12,903$17,312$5,495$35,710
Insurance$10,979$14,731$4,676$30,386
Depreciation Depletion$10,046$13,479$4,279$27,804
Interest$20,370--$20,370
Other Employee Benefits$3,243$4,352$1,381$8,976
Total Functional Expenses$14,371,909$1,284,943$295,896$15,952,748

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$17,190,537
Total Expenses per Form 990$15,952,748
Expenses per Audited Statements$15,152,657
Expenses Not Reported on Form 990$2,037,880
Expenses Not Reported on Financial Statements$800,091
Other Expense Adjustments$800,091
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Statement 1See Statement, CA--$10,956,826

International Summary

Spending
$324,224

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$324,224
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$11,628,175
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
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashley Swearengin
Formed
1966
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
16

Preparer

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

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

Donated services = -$53700

Other Changes In Net Assets Or Fund Balances - Other Decreases

Loss on write down of commodities = -$81141

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 $13962 Revenue for Lyles Foundation $4503569

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

Administrative assessments eliminated $800091

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

Expenses for lyle foundation $1899507 expenses for silkwood foundation $3532 loss on write down of commodities $81141

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

Administrative assessments eliminated $800091

Raw XML AppendixShowing 400 of 852 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/AccountsPayableAccrExpnssGrp/BOYAmt0149944
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0227098
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To cultivate smart philanthropy, lead and invest in solutions that build stronger communities in the Central San Joaquin Valley.
IRS990/AdvertisingGrp/FundraisingAmt07154
IRS990/AdvertisingGrp/ManagementAndGeneralAmt022537
IRS990/AdvertisingGrp/ProgramServicesAmt016797
IRS990/AdvertisingGrp/TotalAmt046488
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt09277511
IRS990/AllOtherExpensesGrp/FundraisingAmt017922
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt085117
IRS990/AllOtherExpensesGrp/ProgramServicesAmt042795
IRS990/AllOtherExpensesGrp/TotalAmt0145834
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0KERRI HORN
IRS990/BooksInCareOfDetail/PhoneNum05592265600
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05260 N Palm Avenue Ste 122
IRS990/BooksInCareOfDetail/USAddress/CityNm0Fresno
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093704
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt07290056
IRS990/CashNonInterestBearingGrp/EOYAmt05597176
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt095150
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0273589
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt093817
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0462556
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt0127811
IRS990/ContractorCompensationGrp/CompensationAmt1127800
IRS990/ContractorCompensationGrp/CompensationAmt2117612
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0555 W Shaw Ave Suite B-4
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO Box 80537
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2630 E Home Ave
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Fresno
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Bakersfield
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2Fresno
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd093704
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd193380
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd293728
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Gunner Management Company
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Rival Equipment & Landscape
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2Gleason Group
IRS990/ContractorCompensationGrp/ServicesDesc0Rent & Bldg Maint
IRS990/ContractorCompensationGrp/ServicesDesc1Landscape Maint
IRS990/ContractorCompensationGrp/ServicesDesc2Professional Service
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt09277511
IRS990/CYGrantsAndSimilarPaidAmt012122463
IRS990/CYInvestmentIncomeAmt03137181
IRS990/CYOtherExpensesAmt02616318
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0933825
IRS990/CYRevenuesLessExpensesAmt0-2604231
IRS990/CYSalariesCompEmpBnftPaidAmt01213967
IRS990/CYTotalExpensesAmt015952748
IRS990/CYTotalFundraisingExpenseAmt0295896
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt013348517
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt04279
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt013479
IRS990/DepreciationDepletionGrp/ProgramServicesAmt010046
IRS990/DepreciationDepletionGrp/TotalAmt027804
IRS990/Desc0SUPPORT FOR VARIOUS COMMUNITY SERVICES, INCLUDING EDUCATION, HEALTH, CULTURAL AND ENVIRONMENTAL PROGRAMS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonatedServicesAndUseFcltsAmt053700
IRS990/DonorAdvisedFundInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt016
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt014371909
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt09895
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt031172
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt023233
IRS990/FeesForServicesOtherGrp/TotalAmt064300
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0165187
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0165187
IRS990/ForeignActivitiesInd0true
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt0324224
IRS990/ForeignGrantsGrp/TotalAmt0324224
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/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
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/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
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/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt175213
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt185184
IRS990/Form990PartVIISectionAGrp/PersonNm0CAROL CHANDLER
IRS990/Form990PartVIISectionAGrp/PersonNm1JUAN ARAMBULA
IRS990/Form990PartVIISectionAGrp/PersonNm2CAROLE ANDERSEN
IRS990/Form990PartVIISectionAGrp/PersonNm3SHIRLEY BRUEGMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4JOE DEL BOSQUE
IRS990/Form990PartVIISectionAGrp/PersonNm5KAREN MUSSON
IRS990/Form990PartVIISectionAGrp/PersonNm6LYDIA HERRERA-MATA
IRS990/Form990PartVIISectionAGrp/PersonNm7CRAIG FOURCHY
IRS990/Form990PartVIISectionAGrp/PersonNm8JIM MAXWELL
IRS990/Form990PartVIISectionAGrp/PersonNm9MAS MASUMOTO
IRS990/Form990PartVIISectionAGrp/PersonNm10ALAN PIERROT
IRS990/Form990PartVIISectionAGrp/PersonNm11CELIA MALDONADO ARROYO
IRS990/Form990PartVIISectionAGrp/PersonNm12MARK CULLERS
IRS990/Form990PartVIISectionAGrp/PersonNm13LARRY POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm14ROD THORNTON
IRS990/Form990PartVIISectionAGrp/PersonNm15JUSTIN VARTANIAN
IRS990/Form990PartVIISectionAGrp/PersonNm16ASHLEY SWEARENGIN
IRS990/Form990PartVIISectionAGrp/PersonNm17KERRI HORN
IRS990/Form990PartVIISectionAGrp/PersonNm18ELLIOTT BALCH
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/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16244615
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17109252
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18108689
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/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt11Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice Ch & Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt18COO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt012122463
IRS990/GrantsPayableGrp/BOYAmt0937100
IRS990/GrantsPayableGrp/EOYAmt0605855
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0841413
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0841413
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010956826
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010956826
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt013348517
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt04676
IRS990/InsuranceGrp/ManagementAndGeneralAmt014731
IRS990/InsuranceGrp/ProgramServicesAmt010979
IRS990/InsuranceGrp/TotalAmt030386
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt020370
IRS990/InterestGrp/TotalAmt020370
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt03137181
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03137181
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05158234
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0902500
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0902500
IRS990/InvestmentsPubTradedSecGrp/BOYAmt043044999
IRS990/InvestmentsPubTradedSecGrp/EOYAmt050996878
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt067
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0150939
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01152920
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01152156
IRS990/LandBldgEquipCostOrOtherBssAmt01303095
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0true
IRS990/NetAssetsOrFundBalancesBOYAmt048269463
IRS990/NetAssetsOrFundBalancesEOYAmt047558880
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01974789
IRS990/NoncashContributionsAmt01183293
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/FundraisingAmt040470
IRS990/OccupancyGrp/ManagementAndGeneralAmt0127493
IRS990/OccupancyGrp/ProgramServicesAmt095021
IRS990/OccupancyGrp/TotalAmt0262984
IRS990/OfficeExpensesGrp/FundraisingAmt018320
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt057714
IRS990/OfficeExpensesGrp/ProgramServicesAmt043015
IRS990/OfficeExpensesGrp/TotalAmt0119049
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01119250
IRS990/OtherAssetsTotalGrp/EOYAmt01020853
IRS990/OtherChangesInNetAssetsAmt0-134841
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01381
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04352
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03243
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08976
IRS990/OtherExpensesGrp/Desc0PROJECT CONSULTANTS
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE ASSESSMENT
IRS990/OtherExpensesGrp/Desc2PACKING EXPENSE
IRS990/OtherExpensesGrp/Desc3RECEPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt0875
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0152871
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18805
IRS990/OtherExpensesGrp/ProgramServicesAmt0798821
IRS990/OtherExpensesGrp/ProgramServicesAmt1660204
IRS990/OtherExpensesGrp/ProgramServicesAmt276630
IRS990/OtherExpensesGrp/TotalAmt0798821
IRS990/OtherExpensesGrp/TotalAmt1660204
IRS990/OtherExpensesGrp/TotalAmt2152871
IRS990/OtherExpensesGrp/TotalAmt386310
IRS990/OtherLiabilitiesGrp/BOYAmt010241715
IRS990/OtherLiabilitiesGrp/EOYAmt011628175
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt067305
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0238209
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0287630
IRS990/OtherSalariesAndWagesGrp/TotalAmt0593144

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$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
2017Detailed filing. Detailed filing data is available for this year.$61.0$13.5$47.6$13.3$16.0$2.60
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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