Civic Intelligence

Save Mart Cares Foundation

990 • Fiscal year 2017 • EIN 77-0529056

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

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

59th percentile

0.08x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.16x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

57th percentile

5.9%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

25th percentile

-8.1%

Faster revenue growth than 25% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$703,724

Up $39,058 (+5.9%) from 2016

Net Assets

Up

$650,557

Up $87,274 (+15%) from 2016

Liabilities

Down

$53,167

Down $48,216 (-48%) from 2016

Revenue

Down

$336,672

Down $29,581 (-8.1%) from 2016

Expenses

Down

$249,398

Down $74,010 (-23%) from 2016

Net Income

Up

$87,274

Up $44,429 (+104%) from 2016

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

2017

Assets$703,724
Liabilities$53,167
Net Assets$650,557

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

2017

Revenue$336,672
Expenses$249,398
Net Income$87,274
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$438,747
Mission and Program Overview

Mission

Contributions to charitable organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$305,201$392,221▲ $87,020
Savings and Temporary Cash Investments$282,065$282,294▲ $229
Accounts Receivable$77,400$29,209▼ $48,191
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$664,666$703,724▲ $39,058
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$101,383$53,167▼ $48,216
Total Liabilities$101,383$53,167▼ $48,216
Net Assets / Fund Balance
Unrestricted Net Assets$426,017$459,203▲ $33,186
Temporarily Rstr Net Assets$137,266$191,354▲ $54,088
Total Net Assets Fund Balance$563,283$650,557▲ $87,274
Total Liabilities and Net Assets / Fund Balance$664,666$703,724▲ $39,058
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nicole PescoDirector
Peter LarkinDirector
Ron EmerzianDirector
Stacia LevenfeldDirector
Steve JunquieroDirector
Greg HillCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$136,970
Investment Income
$344
Other Revenue
$199,358
Change in Net Assets
$87,274
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$244,587
Other Expenses$4,811
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$244,587--$244,587
Fees for Services Accounting-$4,750-$4,750
Office Expenses-$61-$61
Total Functional Expenses$244,587$4,811$0$249,398
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Gallo Center for the ArtsModesto, CA--$25,000
Habitot Chirldrens MuseumBerkeley, CA--$25,000
Nevada Diabetes AssociationReno, NV--$15,000
Break the BarriersFresno, CA--$10,000
United Way of Stan CoModesto, CA--$10,000
Youth for ChristFresno, CA--$10,000
Lemoore Christian CharityLemoore, CA--$9,925
Foodlink for Tulare CoVisalia, CA--$7,528
Knpbs Ready to LearnReno, NV--$7,500
Camp Taylor IncSalida, CA--$7,000
Porterville StringsPortervile, CA--$7,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$301,433
Fundraising Direct Expenses$102,075
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$162,598$162,598$86,867$75,731
Wine Garden$75,335$75,335-$75,335
Total Events$301,433$301,433$102,075$199,358
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
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
6
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/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0344
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0324
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0306
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0386
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01005
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02365
IRS990ScheduleA/InvestmentIncomeCYPct00.00120
IRS990ScheduleA/InvestmentIncomePYPct00.00210
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99880
IRS990ScheduleA/PublicSupportPY509Pct00.99790
IRS990ScheduleA/PublicSupportTotal509Amt01963371
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0436055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0459747
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0478376
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0352580
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0236613
IRS990ScheduleA/Total509Grp/TotalAmt01963371
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0436399
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0460071
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0478682
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0352966
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0237618
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01965736
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0102075
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINE GARDEN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0162598
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt075335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt063500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0301433
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0162598
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt075335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt063500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0301433
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0199358
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt015208
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0102075
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt086867
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt17000
IRS990ScheduleI/RecipientTable/CashGrantAmt27528
IRS990ScheduleI/RecipientTable/CashGrantAmt325000
IRS990ScheduleI/RecipientTable/CashGrantAmt425000
IRS990ScheduleI/RecipientTable/CashGrantAmt57500
IRS990ScheduleI/RecipientTable/CashGrantAmt69925
IRS990ScheduleI/RecipientTable/CashGrantAmt715000
IRS990ScheduleI/RecipientTable/CashGrantAmt87000
IRS990ScheduleI/RecipientTable/CashGrantAmt910000
IRS990ScheduleI/RecipientTable/CashGrantAmt1010000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BREAK THE BARRIERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CAMP TAYLOR INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2FOODLINK FOR TULARE CO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3GALLO CENTER FOR THE ARTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Habitot Chirldrens Museum
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5KNPBS READY TO LEARN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6LEMOORE CHRISTIAN CHARITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7NEVADA DIABETES ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8PORTERVILLE STRINGS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9UNITED WAY OF STAN CO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10Youth for Christ
IRS990ScheduleI/RecipientTable/RecipientEIN0770106437
IRS990ScheduleI/RecipientTable/RecipientEIN1043709177
IRS990ScheduleI/RecipientTable/RecipientEIN2942558802
IRS990ScheduleI/RecipientTable/RecipientEIN3562607443
IRS990ScheduleI/RecipientTable/RecipientEIN4943191605
IRS990ScheduleI/RecipientTable/RecipientEIN5770137925
IRS990ScheduleI/RecipientTable/RecipientEIN6880386000
IRS990ScheduleI/RecipientTable/RecipientEIN7472680340
IRS990ScheduleI/RecipientTable/RecipientEIN8941212129
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08555 N CEDAR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15424 PIRRONE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 1544
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31000 I ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt42065 Kittredge St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51670 NORTH VIRGINIA STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO Box 134
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt71005 TERMINAL WAY STE 170
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8PO Box 1474
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9422 MCHENRY AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt101401 E Divisadero St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FRESNO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SALIDA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2VISALIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3MODESTO
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Berkeley
IRS990ScheduleI/RecipientTable/USAddress/CityNm5RENO
IRS990ScheduleI/RecipientTable/USAddress/CityNm6LEMOORE
IRS990ScheduleI/RecipientTable/USAddress/CityNm7RENO
IRS990ScheduleI/RecipientTable/USAddress/CityNm8Portervile
IRS990ScheduleI/RecipientTable/USAddress/CityNm9MODESTO
IRS990ScheduleI/RecipientTable/USAddress/CityNm10Fresno
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5NV
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7NV
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd10CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093720
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195368
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd293729
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd395354

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
2017Detailed filing. Detailed filing data is available for this year.$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