Civic Intelligence

Foundation for San Mateo County Libraries

990 • Fiscal year 2022 • EIN 83-1472500

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 13, 2023

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

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

93rd percentile

135%

Faster asset growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

120%

Faster revenue growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$439,449

Up $252,746 (+135%) from 2021

Net Assets

Up

$428,417

Up $242,204 (+130%) from 2021

Liabilities

Up

$11,032

Up $10,542 (+2151%) from 2021

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin93rd percentile

Revenue

Up

$381,502

Up $208,419 (+120%) from 2021

Expenses

Down

$139,298

Down $91,723 (-40%) from 2021

Net Income

Up

$242,204

Up $300,142 (+518%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2022

Assets$439,449
Liabilities$11,032
Net Assets$428,417
Open 2022 Filing

Operations Trend

Revenue Growth86th 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

2022

Revenue$381,502
Expenses$139,298
Net Income$242,204
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 13, 2023
Return Version
2021v4.2
Gross Receipts
$381,502
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$167,151$439,449▲ $272,298
Savings and Temporary Cash Investments$19,552$0▼ $19,552
Total Assets$186,703$439,449▲ $252,746
Liabilities
Accounts Payable and Accrued Expenses$490$11,032▲ $10,542
Total Liabilities$490$11,032▲ $10,542
Net Assets / Fund Balance
Net Assets With Donor Restrictions$72,536$362,879▲ $290,343
Net Assets Without Donor Restrictions$113,677$65,538▼ $48,139
Total Net Assets Fund Balance$186,213$428,417▲ $242,204
Total Liabilities and Net Assets / Fund Balance$186,703$439,449▲ $252,746
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Jarrett JessupChair
Tanya BeatInterim Vice Chair
Caiti BuschBoard of Trustee
Colleen VosBoard of Trustee
Donna EstrinBoard of Trustee
Holly OrnelasBoard of Trustee
Jessie BurguenoBoard of Trustee
Maribel ReyesBoard of Trustee
Mohammad Umair ShaikhBoard of Trustee
Sara E JanzenBoard of Trustee
Christopher FosterSecretary
Sonia EscobarTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$379,203
Program Service Revenue
$0
Investment Income
$276
Other Revenue
$2,023
All Other Contributions
$365,090
Change in Net Assets
$242,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$139,298
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
Fees for Services Accounting-$15,325-$15,325
Office Expenses$365$5,525-$5,890
Advertising-$1,467-$1,467
Insurance-$1,250-$1,250
Other Expenses$332$70-$70
All Other Expenses-$50-$50
Total Functional Expenses$113,731$25,567$0$139,298
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
Lindsey Freeland
Title
Authorized Representative
Phone
6503125296
Signed
2023-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lindsey Freeland
Formed
2018
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
4

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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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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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ReturnHeader/TaxPeriodEndDt02022-06-30

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$439,449
Liabilities
$11,032
Net assets
$428,417
Revenue
$381,502
Expenses
$139,298
Net income
$242,204
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