Civic Intelligence

Sierra Madre Foundation

990PF • Fiscal year 2020 • EIN 77-0518487

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 05, 2020

Organization Profile
877 Pau Hana DriveSoquel, CA 95073

(831) 476-6431

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

0.16x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

3rd percentile

-722%

Higher net margin than 3% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

27th percentile

-9.8%

Faster asset growth than 27% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2017 to 2020

Revenue Growth

88th percentile

48%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2017 to 2020

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$11,906

Down $4,339 (-27%) from 2017

Net Assets

Down

$11,886

Down $4,339 (-27%) from 2017

Liabilities

Flat

$20

Flat from 2017

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin3rd percentile

Revenue

Up

$129

Up $89 (+223%) from 2017

Expenses

Up

$1,060

Up $585 (+123%) from 2017

Net Income

Down

-$931

Down $496 (-114%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$30K$20K$10K$0Assets 2012: $23,870Liabilities 2012: $202012Assets 2013: $21,337Liabilities 2013: $202013Assets 2014: $19,613Liabilities 2014: $202014Assets 2015: $18,139Liabilities 2015: $20Net Assets 2015: $18,1192015Assets 2016: $16,680Liabilities 2016: $20Net Assets 2016: $16,6602016Assets 2017: $16,245Liabilities 2017: $20Net Assets 2017: $16,2252017Assets 2020: $11,906Liabilities 2020: $20Net Assets 2020: $11,8862020Assets 2021: $11,050Liabilities 2021: $20Net Assets 2021: $11,0302021Assets 2022: $9,978Liabilities 2022: $0Net Assets 2022: $9,9782022Assets 2023: $9,767Liabilities 2023: $0Net Assets 2023: $9,7672023Assets 2024: $9,137Liabilities 2024: $0Net Assets 2024: $9,1372024Assets 2025: $6,473Liabilities 2025: $0Net Assets 2025: $6,4732025

Highlighted filing

2020

Assets$11,906
Liabilities$20
Net Assets$11,886
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

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

$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2012: -$54Expenses 2012: $1,850Net Income 2012: -$1,9042012Revenue 2013: -$558Expenses 2013: $1,975Net Income 2013: -$2,5332013Revenue 2014: $1Expenses 2014: $1,725Net Income 2014: -$1,7242014Revenue 2015: $1Expenses 2015: $1,475Net Income 2015: -$1,4742015Revenue 2016: $1Expenses 2016: $1,460Net Income 2016: -$1,4592016Revenue 2017: $40Expenses 2017: $475Net Income 2017: -$4352017Revenue 2020: $129Expenses 2020: $1,060Net Income 2020: -$9312020Revenue 2021: $600Expenses 2021: $1,456Net Income 2021: -$8562021Revenue 2022: $33Expenses 2022: $1,085Net Income 2022: -$1,0522022Revenue 2023: $1,314Expenses 2023: $1,525Net Income 2023: -$2112023Revenue 2024: $390Expenses 2024: $1,020Net Income 2024: -$6302024Revenue 2025: $258Expenses 2025: $2,922Net Income 2025: -$2,6642025

Highlighted filing

2020

Revenue$129
Expenses$1,060
Net Income-$931
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 5, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARL L KROEBERPresident-$0--
Filing and Contact Details

Filer

Filer Name
Sierra Madre Foundation
EIN
77-0518487
Phone
8314766431
Address
877 PAU HANA DRIVE, SOQUEL, CA 95073

Signing Officer

Name
Karl L Kroeber
Title
President
Phone
8314766431
Signed
2020-10-05
Discuss with paid preparer
Yes

Preparer

Firm
Daggert Financial Pc
Address
926A DIABLO AVENUE SUITE 417, NOVATO, CA 94947-4025
Preparer
Jana Suzanne Daggert
Phone
4153203893
Raw XML Appendix211 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.

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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KARL L KROEBER
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SECOND HARVEST FOOD BANK
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0750
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0600
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0600
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08314766431
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIERRA MADRE FOUNDATION
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ReturnHeader/Filer/EIN0770518487
ReturnHeader/Filer/PhoneNum08314766431
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ReturnHeader/FilingSecurityInformation/IPTm013:36:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821781949
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAGGERT FINANCIAL PC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NOVATO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0949474025
ReturnHeader/PreparerPersonGrp/PhoneNum04153203893
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANA SUZANNE DAGGERT
ReturnHeader/ReturnTs02020-11-04T13:36:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,906
Liabilities
$20
Net assets
$11,886
Revenue
$129
Expenses
$1,060
Net income
-$931
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.26$2.92$2.66
2024Detailed filing. Detailed filing data is available for this year.$9.14$0.00$9.14$0.39$1.02$0.63
2023Detailed filing. Detailed filing data is available for this year.$9.77$0.00$9.77$1.31$1.53$0.21
2022Detailed filing. Detailed filing data is available for this year.$9.98$0.00$9.98$0.03$1.09$1.05
2021Detailed filing. Detailed filing data is available for this year.$11.1$0.02$11.0$0.60$1.46$0.86
2020Detailed filing. Detailed filing data is available for this year.$11.9$0.02$11.9$0.13$1.06$0.93
2017Detailed filing. Detailed filing data is available for this year.$16.2$0.02$16.2$0.04$0.48$0.44
2016Detailed filing. Detailed filing data is available for this year.$16.7$0.02$16.7$0.00$1.46$1.46
2015Detailed filing. Detailed filing data is available for this year.$18.1$0.02$18.1$0.00$1.48$1.47
2014Summary only. Only limited summary data is available for this year.$19.6$0.02$0.00$1.73$1.72
2013Summary only. Only limited summary data is available for this year.$21.3$0.02$0.56$1.98$2.53
2012Summary only. Only limited summary data is available for this year.$23.9$0.02$0.05$1.85$1.90