Civic Intelligence

Sonora Area Foundation

990 • Fiscal year 2011 • EIN 93-1023051

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 13, 2012

Organization ProfileWWW.SONORA-AREA.ORG
PO Box 57795370
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$6,451,060

Flat from 2011

Net Assets

Flat

$6,268,246

Flat from 2011

Liabilities

Flat

$182,814

Flat from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$809,952

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $7,397,545Liabilities 2010: $225,403Net Assets 2010: $7,172,1422010Assets 2011: $6,451,060Liabilities 2011: $182,814Net Assets 2011: $6,268,2462011Assets 2011: $6,451,060Liabilities 2011: $182,814Net Assets 2011: $6,268,2462011Assets 2012: $6,226,215Liabilities 2012: $177,426Net Assets 2012: $6,048,7892012Assets 2013: $6,233,469Liabilities 2013: $221,403Net Assets 2013: $6,012,0662013Assets 2014: $6,274,281Liabilities 2014: $169,455Net Assets 2014: $6,104,8262014Assets 2015: $6,086,804Liabilities 2015: $223,415Net Assets 2015: $5,863,3892015Assets 2016: $7,310,405Liabilities 2016: $218,446Net Assets 2016: $7,091,9592016Assets 2017: $14,203,544Liabilities 2017: $317,369Net Assets 2017: $13,886,1752017Assets 2018: $14,004,858Liabilities 2018: $2,295,045Net Assets 2018: $11,709,8132018Assets 2019: $14,485,085Liabilities 2019: $544,980Net Assets 2019: $13,940,1052019Assets 2020: $16,753,444Liabilities 2020: $549,283Net Assets 2020: $16,204,1612020Assets 2021: $18,817,138Liabilities 2021: $606,415Net Assets 2021: $18,210,7232021Assets 2022: $17,091,050Liabilities 2022: $356,421Net Assets 2022: $16,734,6292022Assets 2023: $19,533,337Liabilities 2023: $170,325Net Assets 2023: $19,363,0122023Assets 2024: $21,837,865Liabilities 2024: $358,564Net Assets 2024: $21,479,3012024

Highlighted filing

2011

Assets$6,451,060
Liabilities$182,814
Net Assets$6,268,246
Open 2011 Filing

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $2,196,229Expenses 2010: $887,814Net Income 2010: $1,308,4152010Expenses 2011: $809,9522011Revenue 2011: $843,866Expenses 2011: $809,952Net Income 2011: $33,9142011Revenue 2012: $1,021,757Expenses 2012: $1,171,507Net Income 2012: -$149,7502012Revenue 2013: $732,927Expenses 2013: $1,205,112Net Income 2013: -$472,1852013Revenue 2014: $1,011,806Expenses 2014: $826,143Net Income 2014: $185,6632014Revenue 2015: $1,218,528Expenses 2015: $1,157,904Net Income 2015: $60,6242015Revenue 2016: $1,841,109Expenses 2016: $871,768Net Income 2016: $969,3412016Revenue 2017: $7,332,647Expenses 2017: $1,175,637Net Income 2017: $6,157,0102017Revenue 2018: $2,915,494Expenses 2018: $1,696,623Net Income 2018: $1,218,8712018Revenue 2019: $2,537,019Expenses 2019: $1,861,326Net Income 2019: $675,6932019Revenue 2020: $2,718,541Expenses 2020: $1,910,086Net Income 2020: $808,4552020Revenue 2021: $3,939,364Expenses 2021: $2,499,254Net Income 2021: $1,440,1102021Revenue 2022: $3,834,313Expenses 2022: $2,063,988Net Income 2022: $1,770,3252022Revenue 2023: $2,655,943Expenses 2023: $1,944,547Net Income 2023: $711,3962023Revenue 2024: $3,987,911Expenses 2024: $2,894,851Net Income 2024: $1,093,0602024

Highlighted filing

2011

Revenue-
Expenses$809,952
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 13, 2012
Return Version
2011v1.2
Gross Receipts
$2,397,530
Mission and Program Overview

Mission

SEE PAGE 1

Major Activities

Activity 2
Scholarships for local residents.
Filing and Contact Details

Filer

EIN
93-1023051
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE FOUNDATION HAS BEEN CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT OF ANY UNRELATED BUSINESS TAXABLE INCOME. THE FOUNDATION HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. AS OF DECEMBER 31, 2011 AND 2010, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL.THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS AND WAS THE SUBJECT OF AN AUDIT BY THE INTERNAL REVENUE SERVICE FOR THE TAX YEAR ENDED 2009 WHICH RESULTED IN A NO CHANGE CLOSING LETTER. THE FOUNDATION BELIEVES THAT IT IS NO LONGER SUBJECT TO POTENTIAL AUDITS FOR TAX YEARS PRIOR TO 2008.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1ENDOWED FUNDS ARE GENERALLY SCHOLARSHIP FUNDS OR COMMUNITY BENEFIT FUNDS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0Part X
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1Part V, Line 4
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0Part X : FIN48 Footnote
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/GrantsFundsAndOtherAccounts0250517
IRS990ScheduleD/GrantsPaidFromDonorFunds0306758
IRS990ScheduleD/InvestmentExpensesNotIncluded040047
IRS990ScheduleD/InvestmentExpensesNotIncluded2040047
IRS990ScheduleD/Land/BookValue087000
IRS990ScheduleD/Land/OtherCostOrOtherBasis087000
IRS990ScheduleD/NetUnrealizedGainsInvestments0-937809
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-937810
IRS990ScheduleD/NumberDAFsHeld096

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,451,060
Liabilities
$182,814
Net assets
$6,268,246
Revenue
-
Expenses
$809,952
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$0.36$21.5$3.99$2.89$1.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$0.17$19.4$2.66$1.94$0.71
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$0.36$16.7$3.83$2.06$1.77
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.8$0.61$18.2$3.94$2.50$1.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.55$16.2$2.72$1.91$0.81
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.54$13.9$2.54$1.86$0.68
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$2.30$11.7$2.92$1.70$1.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.32$13.9$7.33$1.18$6.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.31$0.22$7.09$1.84$0.87$0.97
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.22$5.86$1.22$1.16$0.06
2014Detailed filing. Detailed filing data is available for this year.$6.27$0.17$6.10$1.01$0.83$0.19
2013Detailed filing. Detailed filing data is available for this year.$6.23$0.22$6.01$0.73$1.21$0.47
2012Summary only. Only limited summary data is available for this year.$6.23$0.18$6.05$1.02$1.17$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.45$0.18$6.27$0.81
2011Summary only. Only limited summary data is available for this year.$6.45$0.18$6.27$0.84$0.81$0.03
2010Summary only. Only limited summary data is available for this year.$7.40$0.23$7.17$2.20$0.89$1.31