Civic Intelligence

Dolores C Huerta Foundation

990 • Fiscal year 2017 • EIN 91-2145992

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

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

78th percentile

0.46x

Higher debt load relative to assets than 78% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

68th percentile

0.26x

Higher debt load relative to revenue than 68% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

47th percentile

$56,075

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

94th percentile

78%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$887,144

Up $387,380 (+78%) from 2016

Net Assets

Up

$478,046

Up $245,145 (+105%) from 2016

Liabilities

Up

$409,098

Up $142,235 (+53%) from 2016

Revenue

Up

$1,586,958

Up $159,351 (+11%) from 2016

Expenses

Down

$1,341,813

Down $79,643 (-5.6%) from 2016

Net Income

Up

$245,145

Up $238,994 (+3885%) from 2016

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

2017

Assets$887,144
Liabilities$409,098
Net Assets$478,046

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

2017

Revenue$1,586,958
Expenses$1,341,813
Net Income$245,145
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$1,586,958
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$470,423$846,871▲ $376,448
Accounts Receivable$11,500$27,000▲ $15,500
Land, Buildings, and Equipment, Net$14,391$9,548▼ $4,843
Prepaid Expenses and Deferred Charges$3,450$3,725▲ $275
Total Assets$499,764$887,144▲ $387,380
Liabilities
Deferred Revenue$234,916$380,034▲ $145,118
Other Liabilities$30,827$22,869▼ $7,958
Accounts Payable and Accrued Expenses$1,120$6,195▲ $5,075
Total Liabilities$266,863$409,098▲ $142,235
Net Assets / Fund Balance
Unrestricted Net Assets$232,901$478,046▲ $245,145
Total Net Assets Fund Balance$232,901$478,046▲ $245,145
Total Liabilities and Net Assets / Fund Balance$499,764$887,144▲ $387,380

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$9,548$25,877$35,425
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Camila ChavezExecutive DirectorFT$56,075$56,075

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
$1,312,960
Program Service Revenue
$178,137
Investment Income
$4,905
Other Revenue
$90,956
All Other Contributions
$1,312,960
Change in Net Assets
$245,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$741,579
Other Expenses$600,234
Total Fundraising Expense$170,329
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$561,790$87,648$30,363$679,801
Insurance$69,829$23,328$3,807$96,964
Occupancy$63,307$23,301$2,692$89,300
Fees for Services Other$35,364$15,400$32,450$83,214
Payroll Taxes$51,128$7,671$2,979$61,778
Fees for Services Accounting$35,129$7,291$13,406$55,826
All Other Expenses$30,616$1,151$9,457$41,224
Other Expenses$16,276$394$5,945$22,615
Travel-$5,885$13,324$19,209
Office Expenses$15,656$80-$15,736
Depreciation Depletion-$4,843-$4,843
Advertising$367-$450$817
Fees for Services Legal--$325$325
Interest-$67-$67
Total Functional Expenses$994,124$177,360$170,329$1,341,813
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$90,956
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Event$468,536$52,439$128,885$-76,446
Golf Tournam$40,204$40,204$7,427$32,777
Total Events$508,740$92,643$170,261$-77,618
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$21,520
Credit Cards Payable$1,349
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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.

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
2018-11-14
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
47

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/ProgSrvcAccomActy2Grp/Desc0ON MAY 2, 2017, CALIFORNIA PRESENTED THE 2017 GOVERNORS VOLUNTEERING AND SERVICE AWARDS TO THE DOLORES HUERTA FOUNDATION AND EIGHT OTHER HONOREES THAT EXEMPLIFY WHAT IT MEANS TO GO ABOVE AND BEYOND IN THE WORLD OF SERVICE AND VOLUNTEERISM. DHF RECEIVED THE PRESTIGIOUS CALIFORNIAS FOUNDATION OF THE YEAR AWARD. CALIFORNIA ENDOWMENTDHF COLLABORATED WITH OTHER ORGANIZATIONS, THROUGH THE KERN EDUCATION JUSTICE COLLABORATIVE, TO IMPLEMENT A MULTIPRONGED APPROACH TO ADDRESSING THE DISCIPLINE CRISIS AT KERN HIGH SCHOOL DISTRICT. DHF AND PARTNERS PROVIDED KNOW YOUR VARIOUS WORKSHOPS FOR PARENTS AND YOUTH, IMPLEMENTED A PUBLIC AWARENESS CAMPAIGN, AND FILED A LAWSUIT. (CONTINUED AT SCHEDULE O)
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0272511
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IRS990/ProgSrvcAccomActy3Grp/Desc0CULTIVA LA SALUD: (PHI GRANT)DHF VECINOS UNIDOS (UNITED NEIGHBORS) WORKED WITH THE ARVIN CITY COUNCIL TO DRAFT LANGUAGE FOR THE HEALTHY EATING ACTIVE LIVING (HEAL) RESOLUTION WHICH ENSURES ARVINS GENERAL PLAN WILL EMBRACE POLICIES THAT FACILITATE ACTIVITIES TO PROMOTE HEALTHIER LIFESTYLES AND COMMUNITIES, INCLUDING HEALTHY DIET AND NUTRITION AND ADOPTION OF CITY DESIGN AND PLANNING PRINCIPLES THAT ENABLE CITIZENS OF ALL AGES AND ABILITIES TO UNDERTAKE EXERCISE.DHF TRAINED YOUTH TO ADVOCATE FOR INCREASED ACCESS TO SAFE ENJOYABLE OPPORTUNITIES FOR PHYSICAL ACTIVITY AND REMOVING THE BARRIERS TO HEALTH EQUITY. VECINOS UNIDOS SUCCESSFULLY ADVOCATED FOR POLICY AND INFRASTRUCTURE IMPROVEMENTS TO SUPPORT THESE EFFORTS. DHF HEALTH PROGRAM COLLABORATED WITH BIKE ARVIN TO HOST ONGOING BIKE REPAIR WORKSHOPS AT LOCAL SCHOOLS. DOZENS OF YOUTH AND COMMUNITY MEMBERS HELPED REPAIR BIKES, LEARNED BIKE MECHANICAL AND SAFETY SKILLS, AND EARNED A BICYCLE OF THEIR OWN WHILE ENJOYI
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0120729
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0149772
IRS990/ProgSrvcAccomActyOtherGrp/Desc0IRVINE FOUNDATION: (IRV GRANT)THE DOLORES HUERTA FOUNDATION (DHF) MADE GREAT STRIDES IN RECRUITING, TRAINING, AND DEVELOPING GRASSROOTS VOLUNTEERS TO ENGAGE IN VOTER OUTREACH AND EDUCATION EFFORTS. THE NUMBER OF YOUTH AND COMMUNITY MEMBERS ACTIVELY ENGAGING THEIR ELECTED OFFICIALS ON LOCAL GOVERNING BOARDS AND SCHOOL DISTRICTS HAS INCREASED DRAMATICALLY. SINCE 2016, DHF HAS EXPANDED ITS SCOPE AND REACH OF VOTERS, COMMUNITY MEMBERS, ELECTED OFFICIALS, AND THE GENERAL PUBLIC. DHF ORGANIZERS CONTINUED TO GROW THE VOLUNTEER BASE OF THE DOLORES HUERTA FOUNDATION BY ESTABLISHING TWO NEW VECINOS UNIDOS (NEIGHBORS UNITED) CHAPTERS IN PARLIER AND SANGER IN FRESNO COUNTY.IN AN EFFORT TO BUILD UPON THE VOTER ENGAGEMENT SUCCESS IN 2016 GENERAL ELECTIONS, DHF IMPLEMENTED EFFORTS TO COMPLETE A STATEWIDE VOTER ANALYSIS. THE INFORMATION WILL BE USED TO TARGET NEIGHBORHOODS WITH LARGE NUMBERS OF ELIGIBLE YET UNREGISTERED VOTERS THROUGHOUT THE CENTRAL VALLEY. THIS DATA HAS BEEN
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0108687
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0112554
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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