Civic Intelligence

Morgan Hill Community Foundation

990 • Fiscal year 2015 • EIN 80-0001382

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

PO Box 1974Morgan Hill, CA 95038

(408) 722-7612

Siviq Scores

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

Liabilities / Assets

80th percentile

0.39x

Higher debt load relative to assets than 80% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

89th percentile

0.98x

Higher debt load relative to revenue than 89% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

75th percentile

21%

Faster revenue growth than 75% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$722,637

Up $114,706 (+19%) from 2014

Net Assets

Up

$440,575

Up $81,108 (+23%) from 2014

Liabilities

Up

$282,062

Up $33,598 (+14%) from 2014

Revenue

Up

$287,840

Up $49,959 (+21%) from 2014

Expenses

Down

$141,798

Down $44,223 (-24%) from 2014

Net Income

Up

$146,042

Up $94,182 (+182%) from 2014

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: $477,472Liabilities 2011: $157,9422011Assets 2012: $482,863Liabilities 2012: $259,828Net Assets 2012: $223,0352012Assets 2013: $562,823Liabilities 2013: $216,911Net Assets 2013: $345,9122013Assets 2014: $607,931Liabilities 2014: $248,464Net Assets 2014: $359,4672014Assets 2015: $722,637Liabilities 2015: $282,062Net Assets 2015: $440,5752015Assets 2016: $863,929Liabilities 2016: $330,219Net Assets 2016: $533,7102016Assets 2017: $1,163,868Liabilities 2017: $404,105Net Assets 2017: $759,7632017Assets 2018: $874,504Liabilities 2018: $398,118Net Assets 2018: $476,3862018Assets 2019: $1,043,478Liabilities 2019: $482,647Net Assets 2019: $560,8312019Assets 2020: $631,038Liabilities 2020: $0Net Assets 2020: $631,0382020Assets 2021: $641,305Liabilities 2021: $0Net Assets 2021: $641,3052021Assets 2022: $540,990Liabilities 2022: $0Net Assets 2022: $540,9902022Assets 2023: $590,475Liabilities 2023: $3,000Net Assets 2023: $587,4752023Assets 2024: $684,649Liabilities 2024: $0Net Assets 2024: $684,6492024

Highlighted filing

2015

Assets$722,637
Liabilities$282,062
Net Assets$440,575

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $163,108Expenses 2011: $102,338Net Income 2011: $60,7702011Expenses 2012: $290,8132012Revenue 2013: $164,157Expenses 2013: $142,897Net Income 2013: $21,2602013Revenue 2014: $237,881Expenses 2014: $186,021Net Income 2014: $51,8602014Revenue 2015: $287,840Expenses 2015: $141,798Net Income 2015: $146,0422015Revenue 2016: $281,898Expenses 2016: $172,493Net Income 2016: $109,4052016Revenue 2017: $361,466Expenses 2017: $101,291Net Income 2017: $260,1752017Revenue 2018: $285,695Expenses 2018: $279,196Net Income 2018: $6,4992018Revenue 2019: $187,751Expenses 2019: $109,272Net Income 2019: $78,4792019Revenue 2020: $267,842Expenses 2020: $224,542Net Income 2020: $43,3002020Revenue 2021: $315,267Expenses 2021: $307,264Net Income 2021: $8,0032021Revenue 2022: $100,436Expenses 2022: $191,704Net Income 2022: -$91,2682022Revenue 2023: $117,249Expenses 2023: $70,764Net Income 2023: $46,4852023Revenue 2024: $171,933Expenses 2024: $74,759Net Income 2024: $97,1742024

Highlighted filing

2015

Revenue$287,840
Expenses$141,798
Net Income$146,042
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.0
Gross Receipts
$618,959
Mission and Program Overview

Mission

Support local non-profit organizations and endeavours that provide services or programs in the areas of recreation, arts, agriculture, life-long learning, science and technology, and social and health services in the Morgan Hill area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$343,261$424,369▲ $81,108
Cash and Non-Interest-Bearing Accounts$122,720$179,190▲ $56,470
Pd in Cap Srpls Land Bldg Eqp Fund$16,206$16,206→ $0
Inventories for Sale or Use$1,308$1,309▲ $1
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$607,931$722,637▲ $114,706
Other Assets Total$483,903$542,138▲ $58,235
Liabilities
Other Liabilities$248,464$282,062▲ $33,598
Total Liabilities$248,464$282,062▲ $33,598
Net Assets / Fund Balance
Total Net Assets Fund Balance$359,467$440,575▲ $81,108
Total Liabilities and Net Assets / Fund Balance$607,931$722,637▲ $114,706

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$500--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rene SpringPresident
Lisa WashingtonVice President
Amy WhelanBoard Member
Bob LipscombBoard Member
David De La CuestaBoard Member
Janet LeachBoard Member
Jeff PerkinsBoard Member
Lee MurphyBoard Member
MICHELLE McKAYBoard Member
Mario BanuelosBoard Member
Rob ChristopherBoard Member
Pamala MeadorSecretary
Peggy MartinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$189,904
Program Service Revenue
$0
Investment Income
$32,661
Other Revenue
$65,275
All Other Contributions
$163,989
Change in Net Assets
$146,042
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$78,426
Grants and Similar Amounts Paid$63,372
Total Fundraising Expense$19,431
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,372--$60,372
Fees for Service Investment Mgmnt Fees-$11,130-$11,130
All Other Expenses$6,235$1,467$2,402$10,104
Fees for Services Accounting-$6,165-$6,165
Fees for Services Management-$4,261-$4,261
Other Expenses$8,941$4,117$15,846$4,117
Grants to Domestic Individuals$3,000--$3,000
Advertising-$1,759$1,116$2,875
Insurance-$1,649-$1,649
Occupancy-$961-$961
Office Expenses-$221$67$288
Total Functional Expenses$90,637$31,730$19,431$141,798
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Centennial Rec Senior CenterMorgan Hill, CA-To Support Activities for Seniors$20,000
Live Oak Athletic BoostersMorgan Hill, CA-To Support Local Hs Athletics$12,462
Sobrato Hs Athletic BoostersMorgan Hill, CA-To Support Local Hs Athletics$11,462
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$372,550
Gaming Direct Expenses$315,149
Fundraising Gross Income$19,731
Fundraising Direct Expenses$15,970
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Philanthropy Day$43,637$18,297-$18,297
Total Events$43,637$18,297$15,145$3,152
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Leadership Morgan Hill$282,062
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The Treasurer will review the return before it is filed.

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

All documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Morgan Hill Community Foundation
EIN
80-0001382
Phone
4087227612
Address
PO BOX 1974, MORGAN HILL, CA 95038

Signing Officer

Name
Rene Spring
Title
President
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
David L Bandy CPA
Address
15325 Calle Enrique Ste 5, Morgan Hill, CA 95037
Preparer
David L Bandy
Phone
6698883098
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

Reclass restricted funds = -$33598

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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/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0575
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Support local non-profit organizations and endeavours that provide services or programs in the areas of recreation, arts, agriculture, life-long learning, science and technology, and social and health services in the Morgan Hill area.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0359467
IRS990/NetAssetsOrFundBalancesEOYAmt0440575
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt03761
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt03761
IRS990/NetIncomeFromGamingGrp/ExclusionAmt057401
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt057401
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-31336
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0961
IRS990/OccupancyGrp/TotalAmt0961
IRS990/OfficeExpensesGrp/FundraisingAmt067
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0221
IRS990/OfficeExpensesGrp/TotalAmt0288
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0483903
IRS990/OtherAssetsTotalGrp/EOYAmt0542138
IRS990/OtherChangesInNetAssetsAmt0-33598
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0EVENT EXPENSES
IRS990/OtherExpensesGrp/Desc1CLASSROOM SUPPL GIVE-AWAY
IRS990/OtherExpensesGrp/Desc2PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc3SERVICE FEES
IRS990/OtherExpensesGrp/FundraisingAmt015846
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04117
IRS990/OtherExpensesGrp/ProgramServicesAmt012089
IRS990/OtherExpensesGrp/ProgramServicesAmt18941
IRS990/OtherExpensesGrp/TotalAmt015846
IRS990/OtherExpensesGrp/TotalAmt112089
IRS990/OtherExpensesGrp/TotalAmt28941
IRS990/OtherExpensesGrp/TotalAmt34117
IRS990/OtherLiabilitiesGrp/BOYAmt0248464
IRS990/OtherLiabilitiesGrp/EOYAmt0282062
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0SERVICE FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04113
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04113
IRS990/OtherRevenueTotalAmt04113
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt016206
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt016206
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0181669
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt096820
IRS990/PYInvestmentIncomeAmt026132
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt089201
IRS990/PYOtherRevenueAmt030080
IRS990/PYRevenuesLessExpensesAmt051860
IRS990/PYTotalExpensesAmt0186021
IRS990/PYTotalRevenueAmt0237881
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0146042
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0343261
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0424369
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0190479
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0181668
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0115850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0100239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt038425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0626661
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026132
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt031796
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05675
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06153
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt069756
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt086313
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89980
IRS990ScheduleA/PublicSupportPY170Pct00.85840
IRS990ScheduleA/PublicSupportTotal170Amt0626661
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0190479
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0181668
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0115850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0100239
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt038425
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0626661
IRS990ScheduleA/TotalSupportAmt0696417
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0500
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Held for SVAF
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0282062
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEADERSHIP MORGAN HILL
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0542138
IRS990ScheduleD/TotalLiabilityAmt0282062
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0true
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/DistributedAmt057401
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt025340
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt025340

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.17$0.07$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.12$0.07$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.10$0.19$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.32$0.31$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.27$0.22$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.48$0.56$0.19$0.11$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.40$0.48$0.29$0.28$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.40$0.76$0.36$0.10$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.33$0.53$0.28$0.17$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.28$0.44$0.29$0.14$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.25$0.36$0.24$0.19$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.56$0.22$0.35$0.16$0.14$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.26$0.22$0.29
2011Summary only. Only limited summary data is available for this year.$0.48$0.16$0.16$0.10$0.06