Civic Intelligence

Dolores C Huerta Foundation

990 • Fiscal year 2016 • EIN 91-2145992

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 20, 2017

P O Box 2087Bakersfield, CA 93303

(661) 322-3033

Siviq Scores

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

Liabilities / Assets

80th percentile

0.53x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.19x

Higher debt load relative to revenue than 61% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

44th percentile

0.4%

Higher net margin than 44% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

44th percentile

$48,056

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

51st percentile

1.5%

Faster asset growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

65%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$499,764

Up $7,396 (+1.5%) from 2015

Net Assets

Up

$232,901

Up $6,151 (+2.7%) from 2015

Liabilities

Up

$266,863

Up $1,245 (+0.5%) from 2015

Revenue

Up

$1,427,607

Up $561,252 (+65%) from 2015

Expenses

Up

$1,421,456

Up $645,833 (+83%) from 2015

Net Income

Down

$6,151

Down $84,581 (-93%) from 2015

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $67,754Liabilities 2010: $21,973Net Assets 2010: $45,7812010Assets 2011: $189,379Liabilities 2011: $34,640Net Assets 2011: $154,7392011Assets 2012: $106,618Liabilities 2012: $15,454Net Assets 2012: $91,1642012Assets 2013: $293,774Liabilities 2013: $182,980Net Assets 2013: $110,7942013Assets 2014: $371,406Liabilities 2014: $235,388Net Assets 2014: $136,0182014Assets 2015: $492,368Liabilities 2015: $265,618Net Assets 2015: $226,7502015Assets 2016: $499,764Liabilities 2016: $266,863Net Assets 2016: $232,9012016Assets 2017: $887,144Liabilities 2017: $409,098Net Assets 2017: $478,0462017Assets 2018: $1,737,357Liabilities 2018: $1,009,874Net Assets 2018: $727,4832018Assets 2019: $1,305,123Liabilities 2019: $256,268Net Assets 2019: $1,048,8552019Assets 2020: $2,913,956Liabilities 2020: $487,219Net Assets 2020: $2,426,7372020Assets 2021: $20,057,715Liabilities 2021: $16,477,956Net Assets 2021: $3,579,7592021Assets 2022: $24,433,449Liabilities 2022: $16,275,075Net Assets 2022: $8,158,3742022Assets 2023: $25,988,797Liabilities 2023: $15,651,841Net Assets 2023: $10,336,9562023Assets 2024: $31,419,379Liabilities 2024: $22,339,082Net Assets 2024: $9,080,2972024

Highlighted filing

2016

Assets$499,764
Liabilities$266,863
Net Assets$232,901

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2010: $782,112Expenses 2010: $1,022,972Net Income 2010: -$240,8602010Revenue 2011: $767,507Expenses 2011: $658,549Net Income 2011: $108,9582011Revenue 2012: $651,718Expenses 2012: $715,293Net Income 2012: -$63,5752012Revenue 2013: $719,860Expenses 2013: $700,230Net Income 2013: $19,6302013Revenue 2014: $792,395Expenses 2014: $767,171Net Income 2014: $25,2242014Revenue 2015: $866,355Expenses 2015: $775,623Net Income 2015: $90,7322015Revenue 2016: $1,427,607Expenses 2016: $1,421,456Net Income 2016: $6,1512016Revenue 2017: $1,586,958Expenses 2017: $1,341,813Net Income 2017: $245,1452017Revenue 2018: $2,076,854Expenses 2018: $1,827,417Net Income 2018: $249,4372018Revenue 2019: $2,919,339Expenses 2019: $2,597,967Net Income 2019: $321,3722019Revenue 2020: $5,641,627Expenses 2020: $4,455,673Net Income 2020: $1,185,9542020Revenue 2021: $6,823,664Expenses 2021: $5,670,642Net Income 2021: $1,153,0222021Revenue 2022: $12,680,148Expenses 2022: $8,101,533Net Income 2022: $4,578,6152022Revenue 2023: $9,709,779Expenses 2023: $7,531,197Net Income 2023: $2,178,5822023Revenue 2024: $6,180,703Expenses 2024: $7,437,362Net Income 2024: -$1,256,6592024

Highlighted filing

2016

Revenue$1,427,607
Expenses$1,421,456
Net Income$6,151
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 20, 2017
Return Version
2016v3.0
Gross Receipts
$1,427,607
Mission and Program Overview

Mission

Dhf mission is to inspire and organize communities to build volunteer organizations empowered to pursue social justice.

Creating a network of healthy, organized communities pursuing social justice through systemic and structural transformation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$462,215$470,423▲ $8,208
Land, Buildings, and Equipment, Net$14,328$14,391▲ $63
Accounts Receivable$12,400$11,500▼ $900
Prepaid Expenses and Deferred Charges$3,425$3,450▲ $25
Total Assets$492,368$499,764▲ $7,396
Liabilities
Deferred Revenue$244,744$234,916▼ $9,828
Other Liabilities$17,871$30,827▲ $12,956
Accounts Payable and Accrued Expenses$3,003$1,120▼ $1,883
Total Liabilities$265,618$266,863▲ $1,245
Net Assets / Fund Balance
Unrestricted Net Assets$226,750$232,901▲ $6,151
Total Net Assets Fund Balance$226,750$232,901▲ $6,151
Total Liabilities and Net Assets / Fund Balance$492,368$499,764▲ $7,396

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$14,391$21,034$35,425
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Camila ChavezExecutive DirectorFT$48,056$48,056

Board Members and Trustees

NameTitle
Dolores HuertaPresident
Angela CabreraBoard Member
Barbara CarrascoBoard Member
Cruz PhillipsBoard Member
Fidel HuertaBoard Member
John X Fernandez JrBoard Member
Martin SheenBoard Member
Paul SchradeBoard Member
Jamila Guerrero CantorSecretary
Alicia ArongTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,214,617
Program Service Revenue
$174,750
Investment Income
$2,865
Other Revenue
$35,375
All Other Contributions
$1,214,617
Change in Net Assets
$6,151
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$895,967
Other Expenses$525,489
Total Fundraising Expense$93,472
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$833,739$22,331$39,897$895,967
Insurance$80,982-$13,037$94,019
Occupancy$75,236$6,308$3,496$85,040
Fees for Services Other$49,331$9,775$11,700$70,806
Fees for Services Accounting$50,335$4,502$73$54,910
Travel$35,054$3,507$1,715$40,276
Other Expenses$30,537$15$86$30,638
Office Expenses$25,605-$89$25,694
All Other Expenses$9,758$426$1,199$11,383
Depreciation Depletion-$4,843-$4,843
Advertising$2,566-$1,735$4,301
Fees for Services Legal$322--$322
Interest-$83-$83
Total Functional Expenses$1,276,194$51,790$93,472$1,421,456
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$35,375
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournam$60,554$20,624$8,714$11,910
Other Event$90,275$14,751$71,461$-56,710
Total Events$150,829$35,375$93,472$-58,097
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation$25,545
Credit Cards Payable$5,282
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

All board members meet three qualifications to be independent voting members. Dolores huerta and alicia arong are sisters. Angela cabrera, fidel huerta, and camila chavez are siblings.john x fernandez jr. Is the nephew of dolores huerta. Freddy chavez and camila chavez are siblings.

Form 990 governing body review Part VI line 11

Draft copies of form 990 with all statements and related state reports are provided to the board and organizations attorney for review. Board members are given time to review, inquire and resolve any questions and reply with approval prior to filing

Conflict of interest policy compliance Part VI line 12C

The conflict of interest policy is provided to all employees as part of the employee hand book and is maintained in the employee policy manual. A copy of the policy is also provided to the board members. The organization has instituted an annual questionaire for board members and employees to complete and sign to disclose any potential conflict of interest.

CEO executive director top management comp Part VI line 15A

The president is an unpaid position. Counsel assessed executive directors (the key employee) compensation; the board reviewed and discussed the compensation. All compensated staff are paid below fmv for comparable positions.

Other officer or key employee compensation Part VI line 15B

The president is an unpaid position. Counsel assessed executive directors (the key employee) compensation; the board reviewed and discussed the compensation. All compensated staff are paid below fmv for comparable positions.

Form 990 availability to public Part VI line 18

The organizations annual return is available by written request from the offices of the organization. It is also available online through the guidestar system.

Governing documents etc available to public Part VI line 19

The conflict of interest policy is provided to all employees as part of the employee hand book and is maintained in the employee policy manual. A copy of the policy is also provided to the board members. The organization has instituted an annual questionaire for board members and employees regarding to complete and sign to disclose any potential conflict of interest.

Filing and Contact Details

Filer

Filer Name
Dolores C Huerta Foundation
EIN
91-2145992
Address
P O BOX 2087, BAKERSFIELD, CA 93303

Signing Officer

Name
Camila Chavez
Title
Executive Direc
Phone
6613223033
Signed
2017-10-20
Discuss with paid preparer
No

Organization Details

Principal Officer
Camila Chavez
Formed
2002
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
102
Volunteers
191

Preparer

Firm
Wys Accounting Inc
Address
3150 PANAMA LN SUITE J, Bakersfield, CA 93313
Preparer
Wendy Yuan-sway CPA
Phone
6613977967
Supplemental Narrative

Additional Explanations

General explanation attachment

Schedule b policies item 13 whistleblowerthe organization has a whistleblower policy posted in area accessible and commonly used by all the employees and included in the employee hand book.schedule b policy- record retentionthe organization has a policy on record retention in its policy and procedures. The board periodically reviews and updates its policy as needed. Form 990 part i organizations missionthe dolores huerta foundations mission is to create a network of healthy organized communities pursuing social justice through systemic and structural transformation.dhf continued to organize vecinos unidos (united neighbors) chapters in kern and tulare counties. Dhf community organizers met with community members in the communities of arvin, lamont, greenfield, bakersfield, lindsay, and woodlake regarding education, parents and student rights, parent involvement, civic participation and environmental issues. Monthly general meetings, community forums open to the public, were held in each of these communities as well.

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IRS990/OtherExpensesGrp/TotalAmt191036
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IRS990/PrincipalOfficerNm0CAMILA CHAVEZ
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IRS990/ProgSrvcAccomActy2Grp/Desc0IN COLLABORATION WITH CULTIVA LA SALUD (CLS), A PROJECT FUNDED THROUGH THE CENTER FOR DISEASE CONTROLS RACIAL AND ETHNIC APPROACHES TO COMMUNITY HEALTH (REACH) GRANT, THE DHF ESTABLISHED RESIDENT LED COMMITTEES TO PROMOTE PHYSICAL ACTIVITY AND ACCESS TO HEALTHIER FOODS. DHF ORGANIZED CUMBIA RIDES AND OTHER PROGRAMS TO PROMOTE BIKING AND WALKING. DOZENS OF YOUTH AND COMMUNITY MEMBERS RECEIVED DONATED BIKES FROM THE DHF. PARENTS AND VOLUNTEERS ORGANIZED A WALKING SCHOOL BUS EVENT TO PROMOTE CHILDREN PEDESTRIAN SAFETY. THEY THEN ADVOCATED FOR DISTRICT FUNDING FOR SAFE ROUTES TO SCHOOLS TO FUND SIMILAR TYPES OF PROGRAMS. PARENTS PARTICIPATED IN NUTRITION CLASSES AND SCHOOL CAFETERIA ASSESSMENT TRAININGS. THEY ADVOCATED FOR ACCESS TO HEALTHIER FOOD THROUGH THE SCHOOL WELLNESS POLICIES AND SUCCESSFULLY ADVOCATED FOR FREE ZUMBA CLASSES TO BE OFFERED AT A LOCAL SCHOOL THROUGH JOINT USE AGREEMENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0178482
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0192342
IRS990/ProgSrvcAccomActy3Grp/Desc0CALIFORNIA ENDOWMENTTHE DOLORES HUERTA FOUNDATION ORGANIZED SEVERAL PARENT AND YOUTH EMPOWERMENT TRAININGS TEACHING COMMUNITY MEMBERS HOW TO ADVOCATE FOR LOCAL SCHOOL REFORM. DOZENS OF PARENTS FROM KERN AND TULARE COUNTIES RECEIVED HANDS ON TRAINING REGARDING THE LOCAL CONTROL FUNDING FORMULA AND PROVIDED INPUT ON THE CREATION OF THE LOCAL CONTROL ACCOUNTABILITY PLANS (LCAPS) IN THEIR RESPECTIVE SCHOOL DISTRICTS. (CONTINUED AT SCHEDULE O)
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0139925
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0CALIFORNIA CALLS -WORKING IN COLLABORATION WITH LATINO INTERACTIVE VOTER EDUCATION (LIVE) PROJECT AND CALIFORNIA CALLS, A STATEWIDE ALLIANCE OF 15 ORGANIZATIONS, DHF HIRED 32 CANVASSERS FOR A 7-WEEK PHONE BANKING AND DOOR TO DOOR CANVASSING CAMPAIGN IN KERN COUNTY AND RECRUITED 90 VOLUNTEERS WHO EDUCATED VOTERS ON KEY LOCAL AND STATEWIDE PROPOSITIONS. THE CAMPAIGN CONTRIBUTED TO THE PASSAGE OF THE FOLLOWING INITIATIVES: MEASURE J, A COMMUNITY COLLEGE BOND FOR FACILITY DEVELOPMENT PROJECTS, INCLUDING $25 MILLION ALLOCATION FOR A NEW ARVIN FACILITY; PROPOSITION 55 RAISED TAXES ON THE WEALTHIEST CALIFORNIANS TO FUND EDUCATION AND HEALTH CARE; PROPOSITION 56 INCREASED TAXES ON CIGARETTE AND TOBACCO RELATED PRODUCTS TO FUND HEALTHCARE AND SMOKING PREVENTION FOR CHILDREN AND SENIORS; AND PROPOSITION 57, THE PUBLIC SAFETY AND REHABILITATION ACT PROTECTS MINORS AS YOUNG AS 14 FROM BEING TRIED AS ADULTS AND PROVIDES INCENTIVES FOR INCARCERATED PEOPLE TO COMPLETE REHABILITA
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt06886
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt06942
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYTotalRevenueAmt0866355
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt06151
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0759772
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01214618
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0502833
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0576174
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0688
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0162
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0617
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02865
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01560
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0162
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/Total509Grp/TotalAmt03506259
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01217483
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt032495
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt0157512
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt0217146
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IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt0141576
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt0129979
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IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt090744
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IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt0198547
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED VACATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CREDIT CARDS PAYABLE
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IRS990ScheduleD/TotalLiabilityAmt030827
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0115454
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt039930
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt075524
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt093472
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0400
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAM
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER EVENT
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt060554
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt090275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0150829
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020624

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.4$22.3$9.08$6.18$7.44$1.26
2023Detailed filing. Detailed filing data is available for this year.$26.0$15.7$10.3$9.71$7.53$2.18
2022Detailed filing. Detailed filing data is available for this year.$24.4$16.3$8.16$12.7$8.10$4.58
2021Detailed filing. Detailed filing data is available for this year.$20.1$16.5$3.58$6.82$5.67$1.15
2020Detailed filing. Detailed filing data is available for this year.$2.91$0.49$2.43$5.64$4.46$1.19
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.26$1.05$2.92$2.60$0.32
2018Detailed filing. Detailed filing data is available for this year.$1.74$1.01$0.73$2.08$1.83$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.41$0.48$1.59$1.34$0.25
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.27$0.23$1.43$1.42$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.27$0.23$0.87$0.78$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.24$0.14$0.79$0.77$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.29$0.18$0.11$0.72$0.70$0.02
2012Summary only. Only limited summary data is available for this year.$0.11$0.02$0.09$0.65$0.72$0.06
2011Summary only. Only limited summary data is available for this year.$0.19$0.03$0.15$0.77$0.66$0.11
2010Summary only. Only limited summary data is available for this year.$0.07$0.02$0.05$0.78$1.02$0.24