Civic Intelligence

Nature Connection Mentoring Foundation

990 • Fiscal year 2018 • EIN 80-0546025

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 18, 2019

849 Almar Avenue Ste C 468Santa Cruz, CA 95060-5875

(213) 605-2204

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.66x

Higher debt load relative to assets than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

0.57x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

98th percentile

512%

Faster asset growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

430%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Flat

$206,821

Flat from 2018

Net Assets

Flat

$69,414

Flat from 2018

Liabilities

Flat

$137,407

Flat from 2018

Revenue

Flat

$239,888

Flat from 2018

Expenses

Flat

$207,735

Flat from 2018

Net Income

Flat

$32,153

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2011: $5,252Liabilities 2011: $7,1142011Assets 2012: $3,984Liabilities 2012: $7,0142012Assets 2013: $3,481Liabilities 2013: $7,014Net Assets 2013: -$3,5332013Assets 2016: $54,712Liabilities 2016: $3,5002016Assets 2017: $33,781Liabilities 2017: -$3,4812017Assets 2018: $206,821Liabilities 2018: $137,407Net Assets 2018: $69,4142018Assets 2018: $206,821Liabilities 2018: $137,407Net Assets 2018: $69,4142018Assets 2019: $219,977Liabilities 2019: $57,421Net Assets 2019: $162,5562019Assets 2020: $209,495Liabilities 2020: $35,570Net Assets 2020: $173,9252020Assets 2021: $168,853Liabilities 2021: $15,7012021

Highlighted filing

2018

Assets$206,821
Liabilities$137,407
Net Assets$69,414

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $14,000Expenses 2011: $13,460Net Income 2011: $5402011Revenue 2012: $100Expenses 2012: $1,268Net Income 2012: -$1,1682012Revenue 2013: $1,060Expenses 2013: $1,563Net Income 2013: -$5032013Revenue 2016: $45,820Expenses 2016: $28,222Net Income 2016: $17,5982016Revenue 2017: $45,220Expenses 2017: $59,169Net Income 2017: -$13,9492017Revenue 2018: $239,888Expenses 2018: $207,735Net Income 2018: $32,1532018Revenue 2018: $239,888Expenses 2018: $207,735Net Income 2018: $32,1532018Revenue 2019: $440,903Expenses 2019: $347,761Net Income 2019: $93,1422019Revenue 2020: $334,996Expenses 2020: $278,259Net Income 2020: $56,7372020Revenue 2021: $71,755Expenses 2021: $92,527Net Income 2021: -$20,7722021

Highlighted filing

2018

Revenue$239,888
Expenses$207,735
Net Income$32,153
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 18, 2019
Return Version
2017v2.2
Gross Receipts
$239,888
Mission and Program Overview

Mission

Connecting people to nature, themselves and each other through nature-based mentoring, distance learning programs, webinars workshops, online courses, and speaking engagements.

Connecting people to nature through bird language.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$37,262$69,414▲ $32,152
Cash and Non-Interest-Bearing Accounts$33,642$27,227▼ $6,415
Accounts Receivable$139$16,244▲ $16,105
Total Assets$33,781$206,821▲ $173,040
Other Assets Total-$163,350-
Liabilities
Unsecured Notes Loans Payable-$137,407-
Accounts Payable and Accrued Expenses$-3,481--
Total Liabilities$-3,481$137,407▲ $140,888
Net Assets / Fund Balance
Total Net Assets Fund Balance$37,262$69,414▲ $32,152
Total Liabilities and Net Assets / Fund Balance$33,781$206,821▲ $173,040

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$163,350--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lisa DonahuePresident (incoming)
Ed LandauPresident (outgoing)
Michelle LawtonBoard Member
Josh PinneySecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$98,300
Program Service Revenue
$135,529
Investment Income
$0
Other Revenue
$6,059
All Other Contributions
$98,300
Change in Net Assets
$32,153
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$130,449
Salaries, Compensation, and Employee Benefits$76,286
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$70,806$0$0$70,806
Fees for Services Other$64,032$5,120$0$69,152
Office Expenses$11,675$2,957$0$14,632
Fees for Services Accounting$0$13,534$0$13,534
Travel$10,747$0$0$10,747
Fees for Services Legal$0$6,792$0$6,792
Payroll Taxes$5,480$0$0$5,480
Interest$0$4,276$0$4,276
Information Technology$3,918$0$0$3,918
Occupancy$2,701$0$0$2,701
Advertising$2,077$0$0$2,077
Insurance$0$1,458$0$1,458
Conferences and Meetings$1,162$0$0$1,162
Grants to Domestic Orgs$1,000--$1,000
Total Functional Expenses$173,598$34,137$0$207,735
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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
Filing and Contact Details

Filer

Filer Name
Nature Connection Mentoring Foundation
EIN
80-0546025
Phone
2136052204
Address
849 ALMAR AVENUE STE C 468, SANTA CRUZ, CA 95060-5875

Signing Officer

Name
Lisa Donahue
Title
President
Phone
2136052204
Signed
2019-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Donahue
Formed
2010
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
3
Volunteers
10

Preparer

Firm
PlanRight
Address
413 Western Dr Apt 15, Santa Cruz, CA 95060
Preparer
Ej Wagner IRS Regist Tax Preparer
Phone
8314232323
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The organization sent electronic copies of Form 990 to all Board members for their review before filing the return.

Pt VI, Line 12C

At our annual Board meeting, all directors are asked to review our conflict of interest policy and disclose any possible or potential transactions that might entail a conflict of interest.

Pt VI, Line 19

The organization made its governing documents, financial statements, and conflict of interest policy available to the public via requests in writing, via email, or via in-person visit.

Form 990, Part III, Line 4D

Speaker Events - We sent our Lead Visionary & Mentor to 28644. 0. 18601.

Form 990, Part III, Line 4D

Village Talk Mentoring - Through weekly calls we supported 20832. 0. 930.

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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0233829
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045220
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045820
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044922
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060000
IRS990ScheduleA/Total509Grp/TotalAmt0429791
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0435850
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0163350
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Owlink Media Corporation
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0163350
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization sent electronic copies of Form 990 to all Board members for their review before filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1At our annual Board meeting, all directors are asked to review our conflict of interest policy and disclose any possible or potential transactions that might entail a conflict of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization made its governing documents, financial statements, and conflict of interest policy available to the public via requests in writing, via email, or via in-person visit.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Speaker Events - We sent our Lead Visionary & Mentor to 28644. 0. 18601.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Village Talk Mentoring - Through weekly calls we supported 20832. 0. 930.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part III, Line 4d
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0true
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NCMF
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0912112721
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt08 Shields Media Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt0163350
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0849 Almar Ave C468
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Santa Cruz
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd095060
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1946
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt210014
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt319208
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt18 Shields Media Corp
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt28 Shields Media Corp
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt38 Shields Media Corp
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TotalContributionsAmt098300
IRS990/TotalEmployeeCnt03
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034137
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0173598
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0206821
IRS990/TransactionWithControlEntInd0true
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt010747
IRS990/TravelGrp/TotalAmt010747
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0137407
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0849 Almar Ste C468
IRS990/USAddress/CityNm0Santa Cruz
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095060
IRS990/VotingMembersGoverningBodyCnt03
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IRS990/WebsiteAddressTxt0http://natureconnection.org
IRS990/WhistleblowerPolicyInd0false

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