Civic Intelligence

Save Mart Cares Foundation

990 • Fiscal year 2014 • EIN 77-0529056

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 12, 2015

PO Box 4278Modesto, CA 95352

(209) 574-6203

Siviq Scores

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

Liabilities / Assets

75th percentile

0.09x

Higher debt load relative to assets than 75% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

0.14x

Higher debt load relative to revenue than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

78th percentile

32%

Faster asset growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

73%

Faster revenue growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$444,425

Up $107,169 (+32%) from 2013

Net Assets

Up

$406,422

Up $69,166 (+21%) from 2013

Liabilities

Up

$38,003

Up $38,003 from 2013

Revenue

Up

$269,978

Up $114,203 (+73%) from 2013

Expenses

Down

$200,812

Down $51,957 (-21%) from 2013

Net Income

Up

$69,166

Up $166,160 (+171%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $474,134Liabilities 2011: $0Net Assets 2011: $474,1342011Assets 2012: $440,800Liabilities 2012: $6,550Net Assets 2012: $434,2502012Assets 2013: $337,256Liabilities 2013: $0Net Assets 2013: $337,2562013Assets 2014: $444,425Liabilities 2014: $38,003Net Assets 2014: $406,4222014Assets 2015: $564,909Liabilities 2015: $44,471Net Assets 2015: $520,4382015Assets 2016: $664,666Liabilities 2016: $101,383Net Assets 2016: $563,2832016Assets 2017: $703,724Liabilities 2017: $53,167Net Assets 2017: $650,5572017Assets 2018: $757,723Liabilities 2018: $0Net Assets 2018: $757,7232018Assets 2019: $723,302Liabilities 2019: $62,516Net Assets 2019: $660,7862019Assets 2020: $456,996Liabilities 2020: $85,750Net Assets 2020: $371,2462020Assets 2021: $680,926Liabilities 2021: $0Net Assets 2021: $680,9262021Assets 2022: $910,343Liabilities 2022: $0Net Assets 2022: $910,3432022Assets 2023: $1,228,556Liabilities 2023: $0Net Assets 2023: $1,228,5562023Assets 2024: $1,143,199Liabilities 2024: $0Net Assets 2024: $1,143,1992024

Highlighted filing

2014

Assets$444,425
Liabilities$38,003
Net Assets$406,422

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $106,972Expenses 2011: $298,005Net Income 2011: -$191,0332011Revenue 2012: $152,631Expenses 2012: $195,015Net Income 2012: -$42,3842012Revenue 2013: $155,775Expenses 2013: $252,769Net Income 2013: -$96,9942013Revenue 2014: $269,978Expenses 2014: $200,812Net Income 2014: $69,1662014Revenue 2015: $343,250Expenses 2015: $229,234Net Income 2015: $114,0162015Revenue 2016: $366,253Expenses 2016: $323,408Net Income 2016: $42,8452016Revenue 2017: $336,672Expenses 2017: $249,398Net Income 2017: $87,2742017Revenue 2018: $437,018Expenses 2018: $329,852Net Income 2018: $107,1662018Revenue 2019: $414,746Expenses 2019: $511,683Net Income 2019: -$96,9372019Revenue 2020: $70,423Expenses 2020: $359,963Net Income 2020: -$289,5402020Revenue 2021: $636,788Expenses 2021: $327,108Net Income 2021: $309,6802021Revenue 2022: $324,692Expenses 2022: $95,275Net Income 2022: $229,4172022Revenue 2023: $378,559Expenses 2023: $60,346Net Income 2023: $318,2132023Revenue 2024: $464,098Expenses 2024: $549,455Net Income 2024: -$85,3572024

Highlighted filing

2014

Revenue$269,978
Expenses$200,812
Net Income$69,166
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 12, 2015
Return Version
2014v5.0
Gross Receipts
$352,966
Mission and Program Overview

Mission

Contributions to charitable organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$321,441$281,567▼ $39,874
Cash and Non-Interest-Bearing Accounts$10,815$156,608▲ $145,793
Accounts Receivable$5,000$6,250▲ $1,250
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$337,256$444,425▲ $107,169
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$38,003-
Total Liabilities$0$38,003▲ $38,003
Net Assets / Fund Balance
Unrestricted Net Assets$339,622$359,427▲ $19,805
Temporarily Rstr Net Assets$-2,366$46,995▲ $49,361
Total Net Assets Fund Balance$337,256$406,422▲ $69,166
Total Liabilities and Net Assets / Fund Balance$337,256$444,425▲ $107,169
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carey Cardoza-bordonaDirector
Nicole PescoDirector
Peter LarkinDirector
Ray SimonDirector
Ron EmerzianDirector
Greg HillCFO
Adrienne YerzySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$14,531
Program Service Revenue
$61,317
Investment Income
$386
Other Revenue
$193,744
All Other Contributions
$14,531
Change in Net Assets
$69,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$196,376
Other Expenses$4,436
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$196,376--$196,376
Fees for Services Accounting-$4,080-$4,080
Other Expenses-$220-$220
Office Expenses-$136-$136
Total Functional Expenses$196,376$4,436$0$200,812
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Gallo Center for the ArtsModesto, CA--$25,000
Womens EmpowermentSacramento, CA--$25,000
United Way of Stan CoModesto, CA--$18,765
Break the BarriersFresno, CA--$13,900
Camp Taylor IncSalida, CA--$10,000
Nevada Diabetes AssociationReno, NV--$10,000
Second Harvest Bank of Sj & Stan CoManteca, CA--$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$276,732
Fundraising Direct Expenses$82,988
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$201,732$201,732$78,234$123,498
The Kitchen$75,000$75,000$12,341$62,659
Total Events$276,732$276,732$90,575$186,157
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Some of the officers and directors are also on the governing board of other exempt organizations and some are employees of the same corporation.

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

The officers of the governing board review the tax return before filing.

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

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Save Mart Cares
EIN
77-0529056
Phone
2095746203
Address
PO BOX 4278, MODESTO, CA 95352

Signing Officer

Name
Greg Hill
Title
CFO
Signed
2015-08-12
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
7
Independent Board Members
0
Employees
0

Preparer

Firm
Boss Deller & Company
Address
1218 11th Street, Modesto, CA 95354
Preparer
Vicki Mcknight
Phone
2095772547
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07567
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0338049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0233728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0225000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0238157
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0251630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01286564
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0386
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01005
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01690
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01268
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03218
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07567
IRS990ScheduleA/InvestmentIncomeCYPct00.00570
IRS990ScheduleA/InvestmentIncomePYPct00.01740
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99430
IRS990ScheduleA/PublicSupportPY509Pct00.98260
IRS990ScheduleA/PublicSupportTotal509Amt01313189
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0352580
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0236613
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0233150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0238957
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0251889
IRS990ScheduleA/Total509Grp/TotalAmt01313189
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0352966
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0237618
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0234840
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0240225
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0255107
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01320756
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/ScheduleBRequiredInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt090575
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0THE KITCHEN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0201732
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt075000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0276732
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0201732
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt075000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0276732
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0186157
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt090575
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt078234
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012341
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt013900
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt225000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt518765
IRS990ScheduleI/RecipientTable/CashGrantAmt625000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BREAK THE BARRIERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CAMP TAYLOR INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GALLO CENTER FOR THE ARTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3NEVADA DIABETES ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4SECOND HARVEST BANK OF SJ & STAN CO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5UNITED WAY OF STAN CO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6WOMENS EMPOWERMENT
IRS990ScheduleI/RecipientTable/RecipientEIN0770106437
IRS990ScheduleI/RecipientTable/RecipientEIN1043709177
IRS990ScheduleI/RecipientTable/RecipientEIN2562607443
IRS990ScheduleI/RecipientTable/RecipientEIN3880386000
IRS990ScheduleI/RecipientTable/RecipientEIN4680376587
IRS990ScheduleI/RecipientTable/RecipientEIN5941212129
IRS990ScheduleI/RecipientTable/RecipientEIN6030520643
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08555 N CEDAR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15424 PIRRONE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21000 I ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31005 TERMINAL WAY STE 170
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4704 E INDUSTRIAL PARK DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5422 MCHENRY AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt61400 NORTH C ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FRESNO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SALIDA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2MODESTO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3RENO
IRS990ScheduleI/RecipientTable/USAddress/CityNm4MANTECA
IRS990ScheduleI/RecipientTable/USAddress/CityNm5MODESTO
IRS990ScheduleI/RecipientTable/USAddress/CityNm6SACRAMENTO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NV
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093720
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195368
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd295354
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd389502
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd495336
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd595352
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd695811
IRS990ScheduleI/Total501c3OrgCnt06
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOME OF THE OFFICERS AND DIRECTORS ARE ALSO ON THE GOVERNING BOARD OF OTHER EXEMPT ORGANIZATIONS AND SOME ARE EMPLOYEES OF THE SAME CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICERS OF THE GOVERNING BOARD REVIEW THE TAX RETURN BEFORE FILING.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.46$0.55$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.38$0.06$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.32$0.10$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.64$0.33$0.31
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.09$0.37$0.07$0.36$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.06$0.66$0.41$0.51$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.44$0.33$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.05$0.65$0.34$0.25$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.10$0.56$0.37$0.32$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.04$0.52$0.34$0.23$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.04$0.41$0.27$0.20$0.07
2013Summary only. Only limited summary data is available for this year.$0.34$0.00$0.34$0.16$0.25$0.10
2012Summary only. Only limited summary data is available for this year.$0.44$0.01$0.43$0.15$0.20$0.04
2011Summary only. Only limited summary data is available for this year.$0.47$0.00$0.47$0.11$0.30$0.19