Civic Intelligence

Sonora Area Foundation

990 • Fiscal year 2013 • EIN 93-1023051

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

Organization ProfileWWW.SONORA-AREA.ORG
362 S Stewart Street95370

(209) 533-2596

Siviq Scores

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

Liabilities / Assets

25th percentile

0.04x

Higher debt load relative to assets than 25% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.30x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

4th percentile

-64%

Higher net margin than 4% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

40th percentile

$87,476

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

39th percentile

0.1%

Faster asset growth than 39% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

8th percentile

-28%

Faster revenue growth than 8% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$6,233,469

Up $7,254 (+0.1%) from 2012

Net Assets

Down

$6,012,066

Down $36,723 (-0.6%) from 2012

Liabilities

Up

$221,403

Up $43,977 (+25%) from 2012

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin4th percentile

Revenue

Down

$732,927

Down $288,830 (-28%) from 2012

Expenses

Up

$1,205,112

Up $33,605 (+2.9%) from 2012

Net Income

Down

-$472,185

Down $322,435 (-215%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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 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

2013

Assets$6,233,469
Liabilities$221,403
Net Assets$6,012,066
Open 2013 Filing

Operations Trend

Revenue Growth8th percentile

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: $1,308,4152010Revenue 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

2013

Revenue$732,927
Expenses$1,205,112
Net Income-$472,185
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.1
Gross Receipts
$4,878,851
Mission and Program Overview

Mission

SEE PAGE 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,295,799$5,012,814▲ $717,015
Land, Buildings, and Equipment, Net$479,694$472,267▼ $7,427
Savings and Temporary Cash Investments$884,542$385,547▼ $498,995
Prepaid Expenses and Deferred Charges-$10,543-
Total Assets$6,226,215$6,233,469▲ $7,254
Other Assets Total$566,180$352,298▼ $213,882
Liabilities
Grants Payable$132,831$199,867▲ $67,036
Other Liabilities$40,558--
Accounts Payable and Accrued Expenses$4,039$21,536▲ $17,497
Total Liabilities$177,428$221,403▲ $43,975
Net Assets / Fund Balance
Unrestricted Net Assets$4,617,639$4,839,718▲ $222,079
Permanently Rstr Net Assets$865,100$865,100→ $0
Temporarily Rstr Net Assets$566,048$307,248▼ $258,800
Total Net Assets Fund Balance$6,048,787$6,012,066▼ $36,721
Total Liabilities and Net Assets / Fund Balance$6,226,215$6,233,469▲ $7,254

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$472,267$76,173$548,440
Other Assets Org$52,325--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$925,856-▲ $41,600-$952,457
2012$866,585-▲ $74,271-$925,857
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ed WyllieExecutive DiFT$77,875$9,601$87,476

Board Members and Trustees

NameTitle
James L JohnsonPresident
Carey HaughyDirector
Gary DambacherDirector
Pete KernsDirector
Tracy RussellDirector
William G PolleyDirector
Clark SegerstromSecretary
Bob OzbirnTreasurer
Roger FrancisVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$668,910
Program Service Revenue
$0
Investment Income
$-100,952
Other Revenue
$164,969
All Other Contributions
$337,998
Change in Net Assets
$-472,185

Audited Revenue Reconciliation

Revenue per Audited Statements
$710,114
Revenue Not Reported on Financial Statements
$22,813
Revenue Not Reported on Form 990
$437,814
Total Revenue per Audited Statements
$1,147,928
Total Revenue per Form 990
$732,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$762,961
Salaries, Compensation, and Employee Benefits$283,359
Other Expenses$158,792
Total Fundraising Expense$84,395
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$632,594--$632,594
Other Salaries and Wages$82,102$81,820$45,219$209,141
Grants to Domestic Individuals$130,367--$130,367
Other Employee Benefits$15,695$16,521$9,087$41,303
Fees for Services Accounting-$31,255-$31,255
Conferences and Meetings$9,260$10,011$5,522$24,793
Fees for Service Investment Mgmnt Fees-$22,813-$22,813
Depreciation Depletion$8,607$6,953$3,838$19,398
Occupancy$7,132$7,710$4,255$19,097
Payroll Taxes$6,367$6,702$3,686$16,755
Pension Plan Contributions$6,141$6,464$3,555$16,160
Information Technology$6,006$6,492$3,583$16,081
Insurance$4,765$5,151$2,843$12,759
Advertising$2,095$2,264$1,250$5,609
Office Expenses$1,647$1,781$983$4,411
Fees for Services Other$962$1,040$574$2,576
Total Functional Expenses$913,740$206,977$84,395$1,205,112

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,205,112
Total Expenses per Audited Statements$1,184,649
Expenses per Audited Statements$1,182,299
Expenses Not Reported on Financial Statements$22,813
Expenses Not Reported on Form 990$2,350
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
94-3183623-3Designated for 501c3$145,464
94-2578193-3Program Support$85,981
94-2765408-3Food Bank$79,240
94-2698626-3Railtown 1897$76,401
53-0196617-3Human Services$75,000
26-1263962-3CHILDREN'S PARK$11,895
26-1096582-3Primary School$11,000
94-6000547-GovCHILDREN'S PARK$10,620
94-6050189-GovSchool Programs$9,340
26-1412370-3School Program$8,000
23-7333402-3Program Support$8,000
94-1681115-3Clothing & Supplies$7,800
94-6000547-GovHealth Van$7,700
81-0626058-3Program Support$6,469
77-0000699-3Child Care Support$5,179
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Page 6, Part VI, Line 2

“Business business ordinary business relationship business business ordinary business relationship”

Form 990, Page 6, Part VI, Line 11B

“Copy of form 990 is provided to the board of directors for approval prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“The organization annually requires all board members and employees to comp lete a conflict of interest questionaire.”

Form 990, Page 6, Part VI, Line 15A

“A study of comparable salaries for the executive director was conducted pr ior to the hiring of the current executive director.”

Form 990, Page 6, Part VI, Line 19

“The governing documents, policies and financial statements are made availa ble to the public upon request at the offices of the foundation during nor mal business hours.”

Filing and Contact Details

Filer

EIN
93-1023051
Phone
2095332596

Signing Officer

Name
Bob Ozbirn
Title
Treasurer
Phone
2095332596
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James L Johnson
Formed
1989
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
3

Preparer

Preparer
Patricia B Hohne
Phone
2095320077
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Perpetual funding for community benefit projects. Note: the audited financial statements for the year ended december 31, 2012 contained a restatement of beginning balance of endowment funds. Most of the funds that were previously considered to be endowment funds should have been shown as unrestricted funds due to board variance powers. Therefore, endowment funds prior to this date are not available for illustration.”

Schedule D, Page 3, Part X

“Uncertainty in income taxes: the preparation of financial statements in conformity with accounting principles generally accepted in the united states of america requires the foundation to report information regarding its exposure to various tax positions taken. The foundation has determined whether any tax positions have met the recognition threshold and have measured the exposure to those tax positions. Management believes that the foundation has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities. Federal and state tax authorities generally have the right to examine and audit the previous three or four years of tax returns filed. Any interest or penalties assessed to the foundation are recorded in operating expenses. No interest or penalties from federal or state tax authorities were recorded in the accompanying financial statements.”

Raw XML AppendixShowing 400 of 657 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/BOYAmt04039
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt021536
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE PAGE 1
IRS990/AdvertisingGrp/FundraisingAmt01250
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02264
IRS990/AdvertisingGrp/ProgramServicesAmt02095
IRS990/AdvertisingGrp/TotalAmt05609
IRS990/AllOtherContributionsAmt0337998
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0CATHY NIES
IRS990/BooksInCareOfDetail/PhoneNum02095332596
IRS990/BooksInCareOfDetail/USAddress/AddressLine10362 S STEWART STREET
IRS990/BooksInCareOfDetail/USAddress/City0SONORA
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode095370
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt05522
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt010011
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt09260
IRS990/ConferencesMeetingsGrp/TotalAmt024793
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0668910
IRS990/CYGrantsAndSimilarPaidAmt0762961
IRS990/CYInvestmentIncomeAmt0-100952
IRS990/CYOtherExpensesAmt0158792
IRS990/CYOtherRevenueAmt0164969
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-472185
IRS990/CYSalariesCompEmpBnftPaidAmt0283359
IRS990/CYTotalExpensesAmt01205112
IRS990/CYTotalFundraisingExpenseAmt084395
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0732927
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt03838
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt06953
IRS990/DepreciationDepletionGrp/ProgramServicesAmt08607
IRS990/DepreciationDepletionGrp/TotalAmt019398
IRS990/Desc0GRANTS TO TAX EXEMPT ORGANIZATIONS FOR CHARITABLE PURPOSES WHICH WILL ENHANCE THE COMMUNITY AND THE QUALITY OF LIFE FOR ITS RESIDENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt0913740
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt031255
IRS990/FeesForServicesAccountingGrp/TotalAmt031255
IRS990/FeesForServicesOtherGrp/FundraisingAmt0574
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01040
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0962
IRS990/FeesForServicesOtherGrp/TotalAmt02576
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt022813
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt022813
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
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/OtherCompensationAmt00
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/OtherCompensationAmt99601
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES L JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm1ROGER FRANCIS
IRS990/Form990PartVIISectionAGrp/PersonNm2CAREY HAUGHY
IRS990/Form990PartVIISectionAGrp/PersonNm3GARY DAMBACHER
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM G POLLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5PETE KERNS
IRS990/Form990PartVIISectionAGrp/PersonNm6BOB OZBIRN
IRS990/Form990PartVIISectionAGrp/PersonNm7CLARK SEGERSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm8TRACY RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm9ED WYLLIE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt977875
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-269946
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0762961
IRS990/GrantsPayableGrp/BOYAmt0132831
IRS990/GrantsPayableGrp/EOYAmt0199867
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0130367
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0130367
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0632594
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0632594
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03875978
IRS990/GrossReceiptsAmt04878851
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt03583
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06492
IRS990/InformationTechnologyGrp/ProgramServicesAmt06006
IRS990/InformationTechnologyGrp/TotalAmt016081
IRS990/InsuranceGrp/FundraisingAmt02843
IRS990/InsuranceGrp/ManagementAndGeneralAmt05151
IRS990/InsuranceGrp/ProgramServicesAmt04765
IRS990/InsuranceGrp/TotalAmt012759
IRS990/InvestmentIncomeGrp/ExclusionAmt0168994
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0168994
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04295799
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05012814
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt076173
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0479694
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0472267
IRS990/LandBldgEquipCostOrOtherBssAmt0548440
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04145924
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE PAGE 1
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt06048787
IRS990/NetAssetsOrFundBalancesEOYAmt06012066
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-269946
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-269946
IRS990/NetUnrlzdGainsLossesInvstAmt0435464
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt04255
IRS990/OccupancyGrp/ManagementAndGeneralAmt07710
IRS990/OccupancyGrp/ProgramServicesAmt07132
IRS990/OccupancyGrp/TotalAmt019097
IRS990/OfficeExpensesGrp/FundraisingAmt0983
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01781
IRS990/OfficeExpensesGrp/ProgramServicesAmt01647
IRS990/OfficeExpensesGrp/TotalAmt04411
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0566180
IRS990/OtherAssetsTotalGrp/EOYAmt0352298
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09087
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016521
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt015695
IRS990/OtherEmployeeBenefitsGrp/TotalAmt041303
IRS990/OtherLiabilitiesGrp/BOYAmt040558
IRS990/OtherRevenueMiscGrp/Desc0GRANT ADMINISTRATION
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0164969
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0164969
IRS990/OtherRevenueTotalAmt0164969
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt045219
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt081820
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt082102
IRS990/OtherSalariesAndWagesGrp/TotalAmt0209141
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03686
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06702
IRS990/PayrollTaxesGrp/ProgramServicesAmt06367
IRS990/PayrollTaxesGrp/TotalAmt016755
IRS990/PensionPlanContributionsGrp/FundraisingAmt03555
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06464
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06141
IRS990/PensionPlanContributionsGrp/TotalAmt016160
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0865100
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0865100
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010543
IRS990/PrincipalOfficerNm0JAMES L JOHNSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0834355
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0823592
IRS990/PYInvestmentIncomeAmt0132642
IRS990/PYOtherExpensesAmt0149389
IRS990/PYOtherRevenueAmt054760
IRS990/PYRevenuesLessExpensesAmt0-149750
IRS990/PYSalariesCompEmpBnftPaidAmt0198526
IRS990/PYTotalExpensesAmt01171507
IRS990/PYTotalRevenueAmt01021757
IRS990/ReconcilationRevenueExpnssAmt0-472185
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0330912
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0884542
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0385547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0666869
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0834355
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0637161
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0890791
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01273144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04302320
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0168994
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0133563
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0133709
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0108169
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0122674
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0667109
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0164969
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45630
IRS990ScheduleA/PublicSupportPY170Pct00.44100
IRS990ScheduleA/PublicSupportTotal170Amt02267384
IRS990ScheduleA/SubstantialContributorsTotAmt02034936
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0666869
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0834355
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0637161
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0890791
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01273144
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04302320
IRS990ScheduleA/TotalSupportAmt04969429
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/CYEndwmtFundGrp/BeginningYearBalanceAmt0925856
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0952457
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt015000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt041600
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0866585
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0925857
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt015000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt074271
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt02350
IRS990ScheduleD/DonatedServicesUseFcltsAmt02350
IRS990ScheduleD/DonorAdvisedFundsContriAmt019226
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt047800
IRS990ScheduleD/DonorAdvisedFundsHeldCnt024
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0531560
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt02350
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt022813
IRS990ScheduleD/ExpensesSubtotalAmt01182299
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0402034
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0715161
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt0122
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt04150115
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt022813
IRS990ScheduleD/InvestmentExpensesNotIncldAmt022813
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0435464
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0299973
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt152325
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PLANNED GIFT RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM RELATED ORGANIZATION
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0472267
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt076173
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0548440
IRS990ScheduleD/RevenueNotReportedAmt0437814
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt022813
IRS990ScheduleD/RevenueSubtotalAmt0710114
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PERPETUAL FUNDING FOR COMMUNITY BENEFIT PROJECTS. NOTE: THE AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2012 CONTAINED A RESTATEMENT OF BEGINNING BALANCE OF ENDOWMENT FUNDS. MOST OF THE FUNDS THAT WERE PREVIOUSLY CONSIDERED TO BE ENDOWMENT FUNDS SHOULD HAVE BEEN SHOWN AS UNRESTRICTED FUNDS DUE TO BOARD VARIANCE POWERS. THEREFORE, ENDOWMENT FUNDS PRIOR TO THIS DATE ARE NOT AVAILABLE FOR ILLUSTRATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1UNCERTAINTY IN INCOME TAXES: THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE FOUNDATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN. THE FOUNDATION HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAVE MEASURED THE EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE FOUNDATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE OR FOUR YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE FOUNDATION ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0472267
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0352298
IRS990ScheduleD/TotalExpensesPerForm990Amt01205112
IRS990ScheduleD/TotalRevenuePerForm990Amt0732927
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01147928
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01184649
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0116718
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt113649
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1MEDICAL ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0100
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt162
IRS990ScheduleI/RecipientTable/CashGrantAmt079240
IRS990ScheduleI/RecipientTable/CashGrantAmt175000
IRS990ScheduleI/RecipientTable/CashGrantAmt29340
IRS990ScheduleI/RecipientTable/CashGrantAmt3145464
IRS990ScheduleI/RecipientTable/CashGrantAmt47700
IRS990ScheduleI/RecipientTable/CashGrantAmt576401
IRS990ScheduleI/RecipientTable/CashGrantAmt610620
IRS990ScheduleI/RecipientTable/CashGrantAmt711000
IRS990ScheduleI/RecipientTable/CashGrantAmt85179
IRS990ScheduleI/RecipientTable/CashGrantAmt98000
IRS990ScheduleI/RecipientTable/CashGrantAmt1085981
IRS990ScheduleI/RecipientTable/CashGrantAmt118000
IRS990ScheduleI/RecipientTable/CashGrantAmt1211895
IRS990ScheduleI/RecipientTable/CashGrantAmt136469
IRS990ScheduleI/RecipientTable/CashGrantAmt147800
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/IRCSectionDesc13
IRS990ScheduleI/RecipientTable/IRCSectionDesc2GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc33
IRS990ScheduleI/RecipientTable/IRCSectionDesc4GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc53
IRS990ScheduleI/RecipientTable/IRCSectionDesc6GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc73
IRS990ScheduleI/RecipientTable/IRCSectionDesc83
IRS990ScheduleI/RecipientTable/IRCSectionDesc93
IRS990ScheduleI/RecipientTable/IRCSectionDesc103
IRS990ScheduleI/RecipientTable/IRCSectionDesc113

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,233,469
Liabilities
$221,403
Net assets
$6,012,066
Revenue
$732,927
Expenses
$1,205,112
Net income
-$472,185
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
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