Civic Intelligence

Irving J Symons Foundation

EIN 91-2140485 • 501(c)3 • Sonora, CA

Profile

To carry out charitable and educational activities and to support, benefit, and carry out the purposes of the Sonora Area Foundation, whose charitable activities benefit Tuolumne County and its citizens. Particular concern is given to the youth of Tuolumne County.

644 S Washington StSonora, CA 95370

www.sonora-area.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.05x

Higher debt load relative to revenue than 13% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

98th percentile

87%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

12th percentile

$147,961

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

88th percentile

25%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

921%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$52,409,877

Up $10,336,168 (+25%) from 2023

Liabilities

Down

$495,848

Down $204,271 (-29%) from 2023

Net Assets

Up

$51,914,029

Up $10,540,439 (+25%) from 2023

Revenue

Up

$10,392,649

Up $9,374,648 (+921%) from 2023

Expenses

Up

$1,364,534

Up $44,526 (+3.4%) from 2023

Net Income

Up

$9,028,115

Up $9,330,122 (+3089%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $36,033,360Liabilities 2010: $187,857Net Assets 2010: $35,845,5032010Assets 2011: $34,832,676Liabilities 2011: $99,982Net Assets 2011: $34,732,6942011Assets 2012: $36,266,202Liabilities 2012: $210,554Net Assets 2012: $36,055,6482012Assets 2013: $37,917,901Liabilities 2013: $360,521Net Assets 2013: $37,557,3802013Assets 2014: $37,573,793Liabilities 2014: $177,965Net Assets 2014: $37,395,8282014Assets 2015: $35,550,800Liabilities 2015: $626,470Net Assets 2015: $34,924,3302015Assets 2016: $35,767,020Liabilities 2016: $502,410Net Assets 2016: $35,264,6102016Assets 2017: $38,317,098Liabilities 2017: $366,718Net Assets 2017: $37,950,3802017Assets 2018: $36,032,001Liabilities 2018: $130,591Net Assets 2018: $35,901,4102018Assets 2019: $40,911,032Liabilities 2019: $79,003Net Assets 2019: $40,832,0292019Assets 2020: $42,474,683Liabilities 2020: $126,181Net Assets 2020: $42,348,5022020Assets 2021: $45,050,468Liabilities 2021: $170,336Net Assets 2021: $44,880,1322021Assets 2022: $39,116,386Liabilities 2022: $1,138,771Net Assets 2022: $37,977,6152022Assets 2023: $42,073,709Liabilities 2023: $700,119Net Assets 2023: $41,373,5902023Assets 2024: $52,409,877Liabilities 2024: $495,848Net Assets 2024: $51,914,0292024

Highlighted filing

2024

Assets$52,409,877
Liabilities$495,848
Net Assets$51,914,029

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2010: $831,622Expenses 2010: $1,312,947Net Income 2010: -$481,3252010Revenue 2011: $817,063Expenses 2011: $479,523Net Income 2011: $337,5402011Revenue 2012: $666,072Expenses 2012: $808,145Net Income 2012: -$142,0732012Revenue 2013: $392,127Expenses 2013: $923,730Net Income 2013: -$531,6032013Revenue 2014: $836,707Expenses 2014: $1,070,567Net Income 2014: -$233,8602014Revenue 2015: $994,030Expenses 2015: $1,687,468Net Income 2015: -$693,4382015Revenue 2016: $750,797Expenses 2016: $803,869Net Income 2016: -$53,0722016Revenue 2017: $1,067,201Expenses 2017: $861,329Net Income 2017: $205,8722017Revenue 2018: $1,223,437Expenses 2018: $907,497Net Income 2018: $315,9402018Revenue 2019: $1,358,043Expenses 2019: $858,806Net Income 2019: $499,2372019Revenue 2020: $298,876Expenses 2020: $924,206Net Income 2020: -$625,3302020Revenue 2021: $3,296,590Expenses 2021: $1,817,737Net Income 2021: $1,478,8532021Revenue 2022: $665,158Expenses 2022: $2,144,780Net Income 2022: -$1,479,6222022Revenue 2023: $1,018,001Expenses 2023: $1,320,008Net Income 2023: -$302,0072023Revenue 2024: $10,392,649Expenses 2024: $1,364,534Net Income 2024: $9,028,1152024

Highlighted filing

2024

Revenue$10,392,649
Expenses$1,364,534
Net Income$9,028,115

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.4$0.50$51.9$10.4$1.36$9.03
2023Summary only. Only limited summary data is available for this year.$42.1$0.70$41.4$1.02$1.32$0.30
2022Summary only. Only limited summary data is available for this year.$39.1$1.14$38.0$0.67$2.14$1.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.1$0.17$44.9$3.30$1.82$1.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.5$0.13$42.3$0.30$0.92$0.63
2019Summary only. Only limited summary data is available for this year.$40.9$0.08$40.8$1.36$0.86$0.50
2018Summary only. Only limited summary data is available for this year.$36.0$0.13$35.9$1.22$0.91$0.32
2017Summary only. Only limited summary data is available for this year.$38.3$0.37$38.0$1.07$0.86$0.21
2016Summary only. Only limited summary data is available for this year.$35.8$0.50$35.3$0.75$0.80$0.05
2015Summary only. Only limited summary data is available for this year.$35.6$0.63$34.9$0.99$1.69$0.69
2014Summary only. Only limited summary data is available for this year.$37.6$0.18$37.4$0.84$1.07$0.23
2013Summary only. Only limited summary data is available for this year.$37.9$0.36$37.6$0.39$0.92$0.53
2012Summary only. Only limited summary data is available for this year.$36.3$0.21$36.1$0.67$0.81$0.14
2011Summary only. Only limited summary data is available for this year.$34.8$0.10$34.7$0.82$0.48$0.34
2010Summary only. Only limited summary data is available for this year.$36.0$0.19$35.8$0.83$1.31$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 1, 2025
Return Version
2024v5.2
Gross Receipts
$23,608,287
Mission and Program Overview

Mission

The purpose of the organization is to carry out charitable and educational activities and to support, benefit, and carry out the purposes of other charitable organizations,including the sonora area foundation, whose charitable activities benefit tuolumne county and the citizens and residents of tuolumne county. Particular concern is given to the youth of tuolumne county, including sports facilities for their use, and scholarships for students and student leaders graduating from tuolumne county high schools for their continuing education. Recipients are selected from charitable organizations primarily operated for the benefit of the following endeavors: 1) education 2) the arts 3) healthcare 4) historic preservation 5) children 6) the elderly 7) disadvantaged individuals 8) unrestricted donations to other 501 c(3) charities

To carry out charitable and educational activities and to support, benefit, and carry out the purposes of the Sonora Area Foundation, whose charitable activities benefit Tuolumne County and its citizens. Particular concern is given to the youth of Tuolumne County.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$31,687,761$28,312,765▼ $3,374,996
Land, Buildings, and Equipment, Net$7,503,524$21,466,904▲ $13,963,380
Savings and Temporary Cash Investments$2,479,077$2,210,258▼ $268,819
Other Notes and Loans Receivable, Net$285,059$291,825▲ $6,766
Total Assets$42,073,709$52,409,877▲ $10,336,168
Other Assets Total$118,288$128,125▲ $9,837
Liabilities
Other Liabilities$55,017$244,902▲ $189,885
Accounts Payable and Accrued Expenses$99,321$225,946▲ $126,625
Grants Payable$545,781$25,000▼ $520,781
Total Liabilities$700,119$495,848▼ $204,271
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$41,373,590$51,914,029▲ $10,540,439
Total Net Assets Fund Balance$41,373,590$51,914,029▲ $10,540,439
Total Liabilities and Net Assets / Fund Balance$42,073,709$52,409,877▲ $10,336,168

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$16,344,080$3,509,431$19,853,511
Land$5,122,824-$4,842,156
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Le Ann SteelmanExecutive DirectorFT$124,507$23,454$147,961

Board Members and Trustees

NameTitle
Clark SegerstromPresident
David MarquezVice President
Dana MayoDirector
Derek MaxsonDirector
Edward CliniteDirector
Jeff SargoDirector
Mark KraftDirector outgoing
Vicki AlbrechtSecretary
Marianne WrightTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,052,625
Program Service Revenue
$0
Investment Income
$2,828,831
Other Revenue
$511,193
All Other Contributions
$7,052,625
Change in Net Assets
$9,028,115

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Residential1$7,000,000appraisal
Total Noncash Contributions1$7,000,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,198,955
Revenue Not Reported on Financial Statements
$193,693
Revenue Not Reported on Form 990
$2,000,879
Total Revenue per Audited Statements
$12,199,834
Total Revenue per Form 990
$10,392,648
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$870,230
Other Expenses$404,305
Total Fundraising Expense$213,217
Salaries, Compensation, and Employee Benefits$89,999
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$870,230--$870,230
Fees for Service Investment Mgmnt Fees--$193,693$193,693
Other Salaries and Wages$5,139$51,389$13,704$70,232
Fees for Services Accounting-$31,007-$31,007
Other Employee Benefits$631$6,311$1,683$8,625
Pension Plan Contributions$411$4,111$1,096$5,618
Payroll Taxes$404$4,042$1,078$5,524
Fees for Services Legal-$5,411-$5,411
Insurance$371$3,707$988$5,066
Other Expenses$160,480$3,647-$3,647
Office Expenses$212$2,123$565$2,900
Occupancy$154$1,537$410$2,101
Total Functional Expenses$1,038,032$113,285$213,217$1,364,534

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,659,400
Total Expenses per Form 990$1,364,537
Expenses per Audited Statements$1,170,844
Expenses Not Reported on Form 990$488,556
Expenses Not Reported on Financial Statements$193,693
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sonora Area FoundationSonora, CA3Program support$244,775
Friends of Tuolumne County Lodge BSonora, CA3Building improvements$100,000
Resiliency VillageSoulsbyville, CA3Program Support$100,000
Symons Family FundSonora, CA3program support$67,560
Sierra Repertory TheatreSonora, CA3Program support$50,000
Tuolumne Park and RecreationTuolumne, CA3community recreation improvements$50,000
Youth Sports FoundationStandard, CA3Program support$50,000
InterfaithSonora, CA3Program support$35,000
Sierra Foothills Residential CareSonora, CA3Building improvements$30,000
MiWuk Sugar Pine Fire ProtectionMi Wuk Village, CA4Building improvements$25,145
Sierra Bible ChurchSonora, CA3Community food pantry$25,000
Christian Heights ChurchSonora, CA3Free meals to community$20,000
Sonora Cat RescueSonora, CA3Spay and neuter program$20,000
TuCareTwain Harte, CA3Program support$20,000
The Jack and Buena FoundationModesto, CA3Camp Jack Hazard program support$10,000
Sonora Union High SchoolSonora, CAgovSober grad and sports program$7,850
New Life LighthouseSonora, CA3Community meals and food pantry$7,500
Summerville Bears Quarterback ClubTwain Harte, CA3sports program$5,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advance rent received and misc$244,902
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

Governing body reviews Form 990 prior to filing.

Conflict of interest policy compliance Part VI line 12C

Annual conflict of interest statements signed by all board members and reviewed for any potential conflicts.

Governing documents etc available to public Part VI line 19

Governing document requests available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Irving J Symons Foundation
EIN
91-2140485
In Care Of
% David Marquez
Phone
2095321218
Address
644 S Washington St, Sonora, CA 95370

Signing Officer

Name
David Marquez
Title
Vice President
Phone
2095321218
Signed
2025-11-01
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
2

Preparer

Firm
Hohne CPA PLLC
Address
303 S B Street, Livingston, MT 59047
Preparer
Patricia B Hohne
Phone
2093524312
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D-Other revenue included on Sch D but not on 990

Rental expenses shown net of revenue on Form 990. Rental expenses are shown as Functional Expenses in audited financial statements.

Part XII, Line 2D-Other expenses included on Sch D but not on 990

Rental expenses reflected net of revenue on Form 990, but shown in Functional Expenses in audited financial statements.

Raw XML AppendixShowing 400 of 711 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt099321
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0225946
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To carry out charitable and educational activities and to support, benefit, and carry out the purposes of the Sonora Area Foundation, whose charitable activities benefit Tuolumne County and its citizens. Particular concern is given to the youth of Tuolumne County.
IRS990/AllOtherContributionsAmt07052625
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Le Ann Steelman
IRS990/BooksInCareOfDetail/PhoneNum02095321218
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0644 S Washington St
IRS990/BooksInCareOfDetail/USAddress/CityNm0Sonora
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095370
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt07052625
IRS990/CYGrantsAndSimilarPaidAmt0870230
IRS990/CYInvestmentIncomeAmt02828831
IRS990/CYOtherExpensesAmt0404305
IRS990/CYOtherRevenueAmt0511193
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt09028115
IRS990/CYSalariesCompEmpBnftPaidAmt089999
IRS990/CYTotalExpensesAmt01364534
IRS990/CYTotalFundraisingExpenseAmt0213217
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010392649
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Competitive grants program seeks to enrich Tuolumne County in the areas of education, childrens activities, support for the elderly, the arts, and care of the disadvantaged.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01038032
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt031007
IRS990/FeesForServicesAccountingGrp/TotalAmt031007
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05411
IRS990/FeesForServicesLegalGrp/TotalAmt05411
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt0193693
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0193693
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt023454
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0Le Ann Steelman
IRS990/Form990PartVIISectionAGrp/PersonNm1Dana Mayo
IRS990/Form990PartVIISectionAGrp/PersonNm2Mark Kraft
IRS990/Form990PartVIISectionAGrp/PersonNm3Derek Maxson
IRS990/Form990PartVIISectionAGrp/PersonNm4Edward Clinite
IRS990/Form990PartVIISectionAGrp/PersonNm5Jeff Sargo
IRS990/Form990PartVIISectionAGrp/PersonNm6Clark Segerstrom
IRS990/Form990PartVIISectionAGrp/PersonNm7Marianne Wright
IRS990/Form990PartVIISectionAGrp/PersonNm8Vicki Albrecht
IRS990/Form990PartVIISectionAGrp/PersonNm9David Marquez
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0124507
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director outgoing
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt067629
IRS990/GainOrLossGrp/SecuritiesAmt01766885
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0870230
IRS990/GrantsPayableGrp/BOYAmt0545781
IRS990/GrantsPayableGrp/EOYAmt025000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0870230
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0870230
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0124942
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt014436654
IRS990/GrossReceiptsAmt023608287
IRS990/GrossRentsGrp/RealAmt0999749
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0988
IRS990/InsuranceGrp/ManagementAndGeneralAmt03707
IRS990/InsuranceGrp/ProgramServicesAmt0371
IRS990/InsuranceGrp/TotalAmt05066
IRS990/InvestmentIncomeGrp/ExclusionAmt0994317
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0994317
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt031687761
IRS990/InvestmentsPubTradedSecGrp/EOYAmt028312765
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03509431
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07503524
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021466904
IRS990/LandBldgEquipCostOrOtherBssAmt024976335
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt057313
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012669769
IRS990/LessRentalExpensesGrp/RealAmt0488556
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To carry out charitable and educational activities and to support, benefit, and carry out the purposes of the Sonora Area Foundation, whose charitable activities benefit Tuolumne County and its citizens. Particular concern is given to the youth of Tuolumne County.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt041373590
IRS990/NetAssetsOrFundBalancesEOYAmt051914029
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01834514
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01834514
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0511193
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0511193
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01512324
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt041373590
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt051914029
IRS990/NoncashContributionsAmt07000000
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0410
IRS990/OccupancyGrp/ManagementAndGeneralAmt01537
IRS990/OccupancyGrp/ProgramServicesAmt0154
IRS990/OccupancyGrp/TotalAmt02101
IRS990/OfficeExpensesGrp/FundraisingAmt0565
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02123
IRS990/OfficeExpensesGrp/ProgramServicesAmt0212
IRS990/OfficeExpensesGrp/TotalAmt02900
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0118288
IRS990/OtherAssetsTotalGrp/EOYAmt0128125
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01683
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06311
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0631
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08625
IRS990/OtherExpensesGrp/Desc0Grants administration expens
IRS990/OtherExpensesGrp/Desc1Federal and CA taxes
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03647
IRS990/OtherExpensesGrp/ProgramServicesAmt0160480
IRS990/OtherExpensesGrp/TotalAmt0160480
IRS990/OtherExpensesGrp/TotalAmt13647
IRS990/OtherLiabilitiesGrp/BOYAmt055017
IRS990/OtherLiabilitiesGrp/EOYAmt0244902
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt013704
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt051389
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05139
IRS990/OtherSalariesAndWagesGrp/TotalAmt070232
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0285059
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0291825
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01078
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04042
IRS990/PayrollTaxesGrp/ProgramServicesAmt0404
IRS990/PayrollTaxesGrp/TotalAmt05524
IRS990/PensionPlanContributionsGrp/FundraisingAmt01096
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04111
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0411
IRS990/PensionPlanContributionsGrp/TotalAmt05618
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0723300
IRS990/PYInvestmentIncomeAmt0427640
IRS990/PYOtherExpensesAmt0388041
IRS990/PYOtherRevenueAmt0590361
IRS990/PYRevenuesLessExpensesAmt0-302007
IRS990/PYSalariesCompEmpBnftPaidAmt0208667
IRS990/PYTotalExpensesAmt01320008
IRS990/PYTotalRevenueAmt01018001
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt09028115
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RentalIncomeOrLossGrp/RealAmt0511193
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02479077
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02210258
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt0160480
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0931023051
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt0160480
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0244775
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Sonora Area Foundation
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0244775
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt016344080
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03509431
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt019853511
IRS990ScheduleD/ExpensesNotReportedAmt0488556
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0193693
IRS990ScheduleD/ExpensesSubtotalAmt01170844
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0193693
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0193693
IRS990ScheduleD/LandGrp/BookValueAmt05122824
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0280668
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt04842156
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01512323
IRS990ScheduleD/OtherExpensesIncludedAmt0488556
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0244902
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Advance rent received and misc
IRS990ScheduleD/OtherRevenueAmt0488556
IRS990ScheduleD/RevenueNotReportedAmt02000879
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0193693
IRS990ScheduleD/RevenueSubtotalAmt010198955
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Rental expenses shown net of revenue on Form 990. Rental expenses are shown as Functional Expenses in audited financial statements.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Rental expenses reflected net of revenue on Form 990, but shown in Functional Expenses in audited financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d-Other revenue included on Sch D but not on 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d-Other expenses included on Sch D but not on 990
IRS990ScheduleD/TotalBookValueLandBuildingsAmt021466904
IRS990ScheduleD/TotalExpensesPerForm990Amt01364537
IRS990ScheduleD/TotalLiabilityAmt0244902
IRS990ScheduleD/TotalRevenuePerForm990Amt010392648
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012199834
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01659400
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0244775
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/CashGrantAmt267560
IRS990ScheduleI/RecipientTable/CashGrantAmt335000
IRS990ScheduleI/RecipientTable/CashGrantAmt425145
IRS990ScheduleI/RecipientTable/CashGrantAmt57500
IRS990ScheduleI/RecipientTable/CashGrantAmt650000
IRS990ScheduleI/RecipientTable/CashGrantAmt7100000
IRS990ScheduleI/RecipientTable/CashGrantAmt87850
IRS990ScheduleI/RecipientTable/CashGrantAmt925000
IRS990ScheduleI/RecipientTable/CashGrantAmt1030000
IRS990ScheduleI/RecipientTable/CashGrantAmt1120000
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/CashGrantAmt1310000
IRS990ScheduleI/RecipientTable/CashGrantAmt1420000
IRS990ScheduleI/RecipientTable/CashGrantAmt15100000
IRS990ScheduleI/RecipientTable/CashGrantAmt1650000
IRS990ScheduleI/RecipientTable/CashGrantAmt1750000
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/IRCSectionDesc13
IRS990ScheduleI/RecipientTable/IRCSectionDesc23
IRS990ScheduleI/RecipientTable/IRCSectionDesc33
IRS990ScheduleI/RecipientTable/IRCSectionDesc44
IRS990ScheduleI/RecipientTable/IRCSectionDesc53
IRS990ScheduleI/RecipientTable/IRCSectionDesc63
IRS990ScheduleI/RecipientTable/IRCSectionDesc73
IRS990ScheduleI/RecipientTable/IRCSectionDesc8gov
IRS990ScheduleI/RecipientTable/IRCSectionDesc93
IRS990ScheduleI/RecipientTable/IRCSectionDesc103
IRS990ScheduleI/RecipientTable/IRCSectionDesc113
IRS990ScheduleI/RecipientTable/IRCSectionDesc123
IRS990ScheduleI/RecipientTable/IRCSectionDesc133
IRS990ScheduleI/RecipientTable/IRCSectionDesc143
IRS990ScheduleI/RecipientTable/IRCSectionDesc153
IRS990ScheduleI/RecipientTable/IRCSectionDesc163
IRS990ScheduleI/RecipientTable/IRCSectionDesc173
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Program support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Free meals to community
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2program support

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $50M-$100M nonprofits