Civic Intelligence

Foundation for San Mateo County Libraries

990 • Fiscal year 2020 • EIN 83-1472500

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

Organization ProfileWWW.INVESTINSMCL.ORG
125 Lessingia CourtSan Mateo, CA 94402

(650) 312-5296

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

83rd percentile

66%

Faster asset growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-17%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$244,151

Up $96,845 (+66%) from 2019

Net Assets

Up

$244,151

Up $97,333 (+66%) from 2019

Liabilities

Down

$0

Down $488 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin95th percentile

Revenue

Down

$125,820

Down $26,305 (-17%) from 2019

Expenses

Up

$28,487

Up $23,180 (+437%) from 2019

Net Income

Down

$97,333

Down $49,485 (-34%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$800K$600K$400K$200K$0Assets 2019: $147,306Liabilities 2019: $488Net Assets 2019: $146,8182019Assets 2020: $244,151Liabilities 2020: $0Net Assets 2020: $244,1512020Assets 2021: $186,703Liabilities 2021: $490Net Assets 2021: $186,2132021Assets 2022: $439,449Liabilities 2022: $11,032Net Assets 2022: $428,4172022Assets 2023: $515,484Liabilities 2023: $0Net Assets 2023: $515,4842023Assets 2024: $604,625Liabilities 2024: $0Net Assets 2024: $604,6252024

Highlighted filing

2020

Assets$244,151
Liabilities$0
Net Assets$244,151
Open 2020 Filing

Operations Trend

Revenue Growth47th percentile

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

$400K$200K$0-$200KRevenue 2019: $152,125Expenses 2019: $5,307Net Income 2019: $146,8182019Revenue 2020: $125,820Expenses 2020: $28,487Net Income 2020: $97,3332020Revenue 2021: $173,083Expenses 2021: $231,021Net Income 2021: -$57,9382021Revenue 2022: $381,502Expenses 2022: $139,298Net Income 2022: $242,2042022Revenue 2023: $183,321Expenses 2023: $96,254Net Income 2023: $87,0672023Revenue 2024: $158,096Expenses 2024: $68,955Net Income 2024: $89,1412024

Highlighted filing

2020

Revenue$125,820
Expenses$28,487
Net Income$97,333
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$125,820
Mission and Program Overview

Mission

Provide annual resources to support the san mateo county libraries' goals and initiatives.

Promote the long-term financial health and success of san mateo county libraries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$132,296$224,695▲ $92,399
Savings and Temporary Cash Investments$14,000$19,456▲ $5,456
Accounts Receivable$1,010$0▼ $1,010
Total Assets$147,306$244,151▲ $96,845
Liabilities
Accounts Payable and Accrued Expenses$488$0▼ $488
Total Liabilities$488$0▼ $488
Net Assets / Fund Balance
Net Assets With Donor Restrictions$137,748$213,260▲ $75,512
Net Assets Without Donor Restrictions$9,070$30,891▲ $21,821
Total Net Assets Fund Balance$146,818$244,151▲ $97,333
Total Liabilities and Net Assets / Fund Balance$147,306$244,151▲ $96,845
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Kate DugganChair - Part Year
Marina FraserChair - Part Year
Marjorie FujikiVice Chair
Donna EstrinBoard of Trustee
Holly OrnelasBoard of Trustee
Jessie BurgunoBoard of Trustee
Maribel ReyesBoard of Trustee
Richa BhatnagarBoard of Trustee
Tanya BeatBoard of Trustee
Christopher FosterSecretary
Jarrett JessupTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$124,837
Program Service Revenue
$0
Investment Income
$855
Other Revenue
$128
All Other Contributions
$124,837
Change in Net Assets
$97,333
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,487
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$16,885-$16,885
Fees for Services Accounting-$6,582-$6,582
Occupancy-$2,663-$2,663
Advertising-$1,207-$1,207
Insurance$167$543-$710
Other Expenses$93$70-$70
Total Functional Expenses$260$28,227$0$28,487
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
Business relationship with 35% controlled entity
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, Section B, Line 11B

“The organization provides a complete copy of this form 990 to all members of its governing body before filing the form.”

Form 990, Part VI, Section B, Line 12C

“The organization requires employees to disclose any conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Foundation for San Mateo County
EIN
83-1472500
Phone
6503125296
Address
125 LESSINGIA COURT, SAN MATEO, CA 94402

Signing Officer

Name
Raquel Espana
Title
Authorized Representative
Phone
6503125296
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Raquel Espana
Formed
2018
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
S D Mayer & Associates Llp
Address
235 MONTGOMERY STREET 30TH FL, SAN FRANCISCO, CA 94104
Preparer
Stephen D Mayer
Phone
4156914040
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES A COMPLETE COPY OF THIS FORM 990 TO ALL MEMBERS OF ITS GOVERNING BODY BEFORE FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REQUIRES EMPLOYEES TO DISCLOSE ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$244,151
Liabilities
$0
Net assets
$244,151
Revenue
$125,820
Expenses
$28,487
Net income
$97,333
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$1.58$0.69$0.89
2023Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$1.83$0.96$0.87
2022Detailed filing. Detailed filing data is available for this year.$4.39$0.11$4.28$3.82$1.39$2.42
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.86$1.73$2.31$0.58
2020Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$1.26$0.28$0.97
2019Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$1.52$0.05$1.47