Civic Intelligence

Foundation for San Mateo County Libraries

990 • Fiscal year 2023 • EIN 83-1472500

Jul 01, 2022 to Jun 30, 2023 • Filed on May 13, 2024

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

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

73rd percentile

17%

Faster asset growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-52%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$515,484

Up $76,035 (+17%) from 2022

Net Assets

Up

$515,484

Up $87,067 (+20%) from 2022

Liabilities

Down

$0

Down $11,032 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin90th percentile

Revenue

Down

$183,321

Down $198,181 (-52%) from 2022

Expenses

Down

$96,254

Down $43,044 (-31%) from 2022

Net Income

Down

$87,067

Down $155,137 (-64%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2023

Assets$515,484
Liabilities$0
Net Assets$515,484
Open 2023 Filing

Operations Trend

Revenue Growth6th 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

2023

Revenue$183,321
Expenses$96,254
Net Income$87,067
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 13, 2024
Return Version
2022v5.0
Gross Receipts
$183,321
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$439,449$515,484▲ $76,035
Total Assets$439,449$515,484▲ $76,035
Liabilities
Accounts Payable and Accrued Expenses$11,032$0▼ $11,032
Total Liabilities$11,032$0▼ $11,032
Net Assets / Fund Balance
Net Assets With Donor Restrictions$362,879$467,380▲ $104,501
Net Assets Without Donor Restrictions$65,538$48,104▼ $17,434
Total Net Assets Fund Balance$428,417$515,484▲ $87,067
Total Liabilities and Net Assets / Fund Balance$439,449$515,484▲ $76,035
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Jarrett JessupChair
Tanya BeatVice Chair
Angel HaightBoard of Trustee
Caiti BuschBoard of Trustee
Colleen VosBoard of Trustee
Dianne Keen-kimBoard of Trustee
Donna EstrinBoard of Trustee
Irene ChenBoard of Trustee
Muhammad Umair ShaikhBoard of Trustee
Paul WuBoard of Trustee
Ritu ThakerBoard of Trustee
Sara E JanzenBoard of Trustee
Christopher FosterSecretary
Sonia EscobarTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$176,256
Program Service Revenue
$0
Investment Income
$7,065
Other Revenue
$0
All Other Contributions
$176,256
Change in Net Assets
$87,067
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$96,254
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-$14,613-$14,613
Fees for Services Other-$7,185-$7,185
Office Expenses$278$6,895-$7,173
Advertising-$7,087-$7,087
Insurance-$1,249-$1,249
Other Expenses$96$511-$511
All Other Expenses-$120-$120
Total Functional Expenses$55,248$41,006$0$96,254
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
2024-05-13
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 26TH FL, SAN FRANCISCO, CA 94104
Preparer
Stephen D Mayer
Phone
4156914040
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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

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$515,484
Liabilities
$0
Net assets
$515,484
Revenue
$183,321
Expenses
$96,254
Net income
$87,067
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