Civic Intelligence

Simi Valley Community Foundation

990 • Fiscal year 2015 • EIN 91-2053374

Feb 01, 2014 to Jan 31, 2015 • Filed on Dec 15, 2015

Organization Profilesimivalleycf.org
PO Box 1164Simi Valley, CA 93062

(805) 342-9953

Siviq Scores

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

Liabilities / Assets

80th percentile

0.16x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

87th percentile

0.23x

Higher debt load relative to revenue than 87% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

78th percentile

32%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$317,830

Up $76,137 (+32%) from 2014

Net Assets

Up

$267,066

Up $70,267 (+36%) from 2014

Liabilities

Up

$50,764

Up $5,870 (+13%) from 2014

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin82nd percentile

Revenue

Up

$224,425

Up $47,325 (+27%) from 2014

Expenses

Up

$162,929

Up $37,476 (+30%) from 2014

Net Income

Up

$61,496

Up $9,849 (+19%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$400K$300K$200K$100K$0Assets 2011: $228,208Liabilities 2011: $118,392Net Assets 2011: $109,8162011Assets 2012: $155,680Liabilities 2012: $50,312Net Assets 2012: $105,3682012Assets 2013: $180,593Liabilities 2013: $50,902Net Assets 2013: $129,6912013Assets 2014: $241,693Liabilities 2014: $44,894Net Assets 2014: $196,7992014Assets 2015: $317,830Liabilities 2015: $50,764Net Assets 2015: $267,0662015

Highlighted filing

2015

Assets$317,830
Liabilities$50,764
Net Assets$267,066
Open 2015 Filing

Operations Trend

Revenue Growth77th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $8,023Expenses 2011: $5,620Net Income 2011: $2,4032011Revenue 2012: $19,228Expenses 2012: $22,133Net Income 2012: -$2,9052012Revenue 2013: $125,620Expenses 2013: $101,144Net Income 2013: $24,4762013Revenue 2014: $177,100Expenses 2014: $125,453Net Income 2014: $51,6472014Revenue 2015: $224,425Expenses 2015: $162,929Net Income 2015: $61,4962015

Highlighted filing

2015

Revenue$224,425
Expenses$162,929
Net Income$61,496
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2014 to Jan 31, 2015
Signed
Dec 15, 2015
Return Version
2014v5.0
Gross Receipts
$247,562
Mission and Program Overview

Mission

The Simi Valley Community Foundation acts as a conduit for community members who have a need to establish donor advised funds. The Foundation has also been pursuing the long term goal of building and operating an "Under One Roof" facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$196,799$267,066▲ $70,267
Land, Buildings, and Equipment, Net$63,785$119,564▲ $55,779
Cash and Non-Interest-Bearing Accounts$129,343$119,299▼ $10,044
Pledges and Grants Receivable$15,460$30,305▲ $14,845
Accounts Receivable-$1,650-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$241,693$317,830▲ $76,137
Other Assets Total$33,105$47,012▲ $13,907
Liabilities
Escrow Account Liability$44,894$50,764▲ $5,870
Total Liabilities$44,894$50,764▲ $5,870
Net Assets / Fund Balance
Total Net Assets Fund Balance$196,799$267,066▲ $70,267
Total Liabilities and Net Assets / Fund Balance$241,693$317,830▲ $76,137

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$119,564-$119,564
Other Assets Org$144--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$32,961-▲ $13,906-$46,867
2014$33,077---$33,077
2013$33,077---$33,077
2012$32,837-▲ $240-$33,077
2011$27,283-▲ $5,554-$32,837
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Michele BennettChair-Elect
Lisa MurphyChairman
Leigh NixonPast Chair
Kathy WeinerVice Chair
Kevin DorhoutVice Chair
Barbara FrovaDirector
Ben GilbertDirector
Deb HollerDirector
Jarrod DeGoniaDirector
Jason BarenblattDirector
Jonathan KuroharaDirector
Karen TroopDirector
Laura MagnessDirector
Mary PasetaDirector
Maryann Fiore-HopkinsDirector
Mitch McCannDirector
Pat AbruzzeseDirector
Rick LaddDirector
Rodney SkidmoreDirector
Salina PerryDirector
Terry MarvinDirector
Patty Hufford-FarmerSecretary
Paula Day WilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$197,727
Program Service Revenue
$0
Investment Income
$5,138
Other Revenue
$21,560
All Other Contributions
$140,707
Change in Net Assets
$61,496
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$101,301
Total Fundraising Expense$38,616
Professional Fundraising Fees$38,303
Salaries, Compensation, and Employee Benefits$23,325
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$38,303$38,303
Other Salaries and Wages-$21,473-$21,473
All Other Expenses-$6,485$313$6,798
Office Expenses-$3,783-$3,783
Insurance-$2,329-$2,329
Other Expenses$7,525$2,107-$2,107
Advertising-$1,952-$1,952
Payroll Taxes-$1,852-$1,852
Fees for Services Accounting-$944-$944
Total Functional Expenses$79,888$44,425$38,616$162,929
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$43,084
Professional Fundraising Fees$38,303
Fundraising Direct Expenses$23,137

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2014 Annual Dinner$34,105$34,105$7,712$26,393
2014 Celebrity Luncheon$8,979$8,979-$8,979
Total Events$43,084$43,084$23,137$19,947
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-
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

“Reviewed by Treasurer prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Directors required to sign a conflict of interest statement annually.”

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

“Submitted to charity review organization.”

Filing and Contact Details

Filer

Filer Name
Simi Valley Community Foundation
EIN
91-2053374
Phone
8053429953
Address
PO Box 1164, Simi Valley, CA 93062

Signing Officer

Name
Paula Day Williams EA
Title
Acting Treasurer
Signed
2015-12-15
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
CA
Voting Board Members
23
Independent Board Members
0
Employees
0

Preparer

Firm
NBFS IncNumberCrunchers
Address
1445 East Los Angeles Ave Ste 203, Simi Valley, CA 93065
Preparer
Paula Day Williams EA
Phone
8055278758
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Rounding = $3”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Unrealized Investment Loss Not Reflected in Prior Year = $8768”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Endowment fund.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chair-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
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IRS990/FundraisingGrossIncomeAmt043084
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IRS990/InsuranceGrp/TotalAmt02329
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Simi Valley Community Foundation acts as a conduit for community members who have a need to establish donor advised funds. The Foundation has also been pursuing the long term goal of building and operating an "Under One Roof" facility.
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IRS990/OtherExpensesGrp/TotalAmt17525
IRS990/OtherExpensesGrp/TotalAmt23500
IRS990/OtherExpensesGrp/TotalAmt32107
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01613
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IRS990/OtherSalariesAndWagesGrp/TotalAmt021473
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IRS990/ProfessionalFundraisingInd0true
IRS990/ProgSrvcAccomActy2Grp/Desc0DONOR ADVISED FUNDS MGMT - The Simi Valley Community Foundatioin acted as a conduit between the community and those impacted by adversity. The public donated to a number of funds established for the benefit of those in the community impacted by disease, injury or disaster. An example is a fund established for the benefit of numerous families who were adversely affected by the Metrolink train disaster of 09/12/08 in Chateworth, CA. For the year ended 01/31/14, the amount disbursed to prersons and their families impacted by disease, injury or disaster totaled $
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01613
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IRS990/PYContributionsGrantsAmt0145226
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$317,830
Liabilities
$50,764
Net assets
$267,066
Revenue
$224,425
Expenses
$162,929
Net income
$61,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$3.18$0.51$2.67$2.24$1.63$0.61
2014Summary only. Only limited summary data is available for this year.$2.42$0.45$1.97$1.77$1.25$0.52
2013Summary only. Only limited summary data is available for this year.$1.81$0.51$1.30$1.26$1.01$0.24
2012Summary only. Only limited summary data is available for this year.$1.56$0.50$1.05$0.19$0.22$0.03
2011Summary only. Only limited summary data is available for this year.$2.28$1.18$1.10$0.08$0.06$0.02