Civic Intelligence

Sonora Area Foundation

990 • Fiscal year 2018 • EIN 93-1023051

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 05, 2019

Organization ProfileWWW.SONORA-AREA.ORG
362 S Stewart StreetSonora, CA 95370

(209) 533-2596

Siviq Scores

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

Liabilities / Assets

45th percentile

0.16x

Higher debt load relative to assets than 45% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.79x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

30th percentile

$123,577

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

35th percentile

-1.4%

Faster asset growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-60%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$14,004,858

Down $198,686 (-1.4%) from 2017

Net Assets

Down

$11,709,813

Down $2,176,362 (-16%) from 2017

Liabilities

Up

$2,295,045

Up $1,977,676 (+623%) from 2017

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin88th percentile

Revenue

Down

$2,915,494

Down $4,417,153 (-60%) from 2017

Expenses

Up

$1,696,623

Up $520,986 (+44%) from 2017

Net Income

Down

$1,218,871

Down $4,938,139 (-80%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2018

Assets$14,004,858
Liabilities$2,295,045
Net Assets$11,709,813
Open 2018 Filing

Operations Trend

Revenue Growth3rd 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

2018

Revenue$2,915,494
Expenses$1,696,623
Net Income$1,218,871
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$3,838,492
Mission and Program Overview

Mission

SEE PAGE 1

Strengthens its community through assisting donors, making grants, and providing leadership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,414,511$11,423,044▲ $2,008,533
Savings and Temporary Cash Investments$1,244,239$1,650,585▲ $406,346
Land, Buildings, and Equipment, Net$406,861$390,236▼ $16,625
Prepaid Expenses and Deferred Charges-$2,400-
Total Assets$14,203,544$14,004,858▼ $198,686
Other Assets Total$3,137,933$538,593▼ $2,599,340
Liabilities
Other Liabilities$1,912,239$1,773,708▼ $138,531
Grants Payable$298,560$499,450▲ $200,890
Accounts Payable and Accrued Expenses$18,809$21,887▲ $3,078
Total Liabilities$2,229,608$2,295,045▲ $65,437
Net Assets / Fund Balance
Unrestricted Net Assets$9,899,437$10,382,206▲ $482,769
Permanently Rstr Net Assets$2,074,499$1,327,607▼ $746,892
Total Net Assets Fund Balance$11,973,936$11,709,813▼ $264,123
Total Liabilities and Net Assets / Fund Balance$14,203,544$14,004,858▼ $198,686

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$380,982$99,018$480,000
Equipment$9,254$62,420$71,674

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,018,848-▼ $87,452-$889,396
2017$907,878-▲ $140,970-$1,018,848
2016$867,149-▲ $36,407-$907,878
2015$942,226-▼ $44,077-$867,149
2014$952,457-▲ $27,369-$942,226
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Darrell SlocumExecutive DiFT$99,398$24,179$123,577

Board Members and Trustees

NameTitle
Mark KraftPresident
Dana MayoDirector
Derek MaxsonDirector
Gary DambacherDirector
Pete KernsDirector
William G PolleyDirector
Carey HaughySecretary
Bob OzbirnTreasurer
Tracy RussellVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,016,301
Program Service Revenue
$189,532
Investment Income
$709,661
Other Revenue
$0
All Other Contributions
$1,520,199
Change in Net Assets
$1,218,871

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 Amount
Securities Publicly Traded4$36,296
Total Noncash Contributions4$36,296

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,861,169
Revenue Not Reported on Financial Statements
$54,325
Revenue Not Reported on Form 990
$-1,482,994
Total Revenue per Audited Statements
$1,378,175
Total Revenue per Form 990
$2,915,494
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,153,933
Salaries, Compensation, and Employee Benefits$334,516
Other Expenses$208,174
Total Fundraising Expense$161,034
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$694,418--$694,418
Grants to Domestic Individuals$459,515--$459,515
Other Salaries and Wages$85,157$105,193$60,110$250,460
Fees for Service Investment Mgmnt Fees--$54,325$54,325
Other Employee Benefits$14,700$18,160$10,377$43,237
Fees for Services Accounting-$31,257-$31,257
Occupancy$10,061$12,259$7,112$29,432
Information Technology$7,232$8,812$5,112$21,156
Payroll Taxes$6,943$8,577$4,901$20,421
Pension Plan Contributions$6,935$8,567$4,896$20,398
Depreciation Depletion$7,377$5,957$3,291$16,625
Advertising$4,752$5,790$3,359$13,901
Insurance$4,202$5,120$2,970$12,292
Conferences and Meetings$3,750$4,569$2,651$10,970
Fees for Services Other$10,044--$10,044
Office Expenses$2,730$3,326$1,930$7,986
Other Expenses$186--$186
Total Functional Expenses$1,318,002$217,587$161,034$1,696,623

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,696,623
Expenses per Audited Statements$1,642,298
Total Expenses per Audited Statements$1,642,298
Expenses Not Reported on Financial Statements$54,325
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sierra Bible ChurchSonora, CA3Program Support$148,400
Catholic CharitiesSonora, CA3Human Services$115,292
Sonora Lions ClubStandard, CA3Project Support$38,500
Columbia College FoundationSonora, CA3Program Support$27,900
A-tcaaSonora, CA3Food Bank & Programs$26,800
Twain Harte Community ServicesTwain Harte, CAGovProgram Support$22,492
Adventist HealthSonora, CA3Cancer Center$21,350
Mother Lode Christian SchoolTuolumne, CA3Program Support$18,773
InterfaithSonora, CA3Program Support$14,600
Seventh Day Adventist ChSonora, CA3Program Support$13,765
Humane Society of Tuolumne CoJamestown, CA3Program Support$12,550
Give Someone a ChanceJamestown, CA3Program Support$12,500
Sierra Repertory TheatreSonora, CA3Program Support$12,500
Friends of the Animal CommunitySonora, CA3Program Support$11,950
Operation Mercy MinistriesPueblo, CO3Program Support$10,000
Kiwanis Child SpreeSonora, CA3Clothing & Supplies$9,575
Sonora High SchoolSonora, CAGovProgram Support$9,360
Call to InspireSonora, CA3Program Support$9,000
Childrens Holiday PartySonora, CA3Program Support$8,500
Summerville High SchoolTuolumne, CAGovSchool Programs$7,800
Duende Drama & LiteratureSonora, CA3Program Support$7,600
Jamestown Elementary SchJamestown, CAGovResource Center Ops$7,545
Tuolumne County Chamber of CommSonora, CA4Program Support$6,172
Center for a Non Violent CommSonora, CA3Program Support$6,000
Tuolumne County Arts AllianceSonora, CA3Program Support$6,000
Twain Harte Bible ChurchTwain Harte, CA3Program Support$6,000
Tuolumne CountySonora, CAGovProgram Support$5,500
Habitat for HumanitySonora, CA3Program Support$5,050
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds$1,773,708
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

“Pete kerns mark kraft director director ordinary course ofbusiness bob ozbirn gary dambacher treasurer director ordinary courseof business”

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

Filer Name
Sonora Area Foundation
EIN
93-1023051
Phone
2095332596
Address
362 S STEWART STREET, SONORA, CA 95370

Signing Officer

Name
Mark Kraft
Title
President
Phone
2095332596
Signed
2019-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Kraft
Formed
1989
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
5

Preparer

Firm
Patricia B Hohne CPA
Address
PO BOX 509, LIVINGSTON, MT 59047-4754
Preparer
Patricia B Hohne
Phone
2093524312
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Generations funding for community programs”

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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0694418
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0694418
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0971075
IRS990/GrossReceiptsAmt03838492
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05112
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt08812
IRS990/InformationTechnologyGrp/ProgramServicesAmt07232
IRS990/InformationTechnologyGrp/TotalAmt021156
IRS990/InsuranceGrp/FundraisingAmt02970
IRS990/InsuranceGrp/ManagementAndGeneralAmt05120
IRS990/InsuranceGrp/ProgramServicesAmt04202
IRS990/InsuranceGrp/TotalAmt012292
IRS990/InvestmentIncomeGrp/ExclusionAmt0661584
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0661584
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09414511
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011423044
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0161438
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0406861
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0390236
IRS990/LandBldgEquipCostOrOtherBssAmt0551674
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0922998
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/NetAssetsOrFundBalancesBOYAmt011973936
IRS990/NetAssetsOrFundBalancesEOYAmt011709813
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt048077
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt048077
IRS990/NetUnrlzdGainsLossesInvstAmt0-1482994
IRS990/NoncashContributionsAmt036296
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt07112
IRS990/OccupancyGrp/ManagementAndGeneralAmt012259
IRS990/OccupancyGrp/ProgramServicesAmt010061
IRS990/OccupancyGrp/TotalAmt029432
IRS990/OfficeExpensesGrp/FundraisingAmt01930
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03326
IRS990/OfficeExpensesGrp/ProgramServicesAmt02730
IRS990/OfficeExpensesGrp/TotalAmt07986
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03137933
IRS990/OtherAssetsTotalGrp/EOYAmt0538593
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010377
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt018160
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014700
IRS990/OtherEmployeeBenefitsGrp/TotalAmt043237
IRS990/OtherExpensesGrp/Desc0OTHER PROGRAM COSTS
IRS990/OtherExpensesGrp/ProgramServicesAmt0186
IRS990/OtherExpensesGrp/TotalAmt0186
IRS990/OtherLiabilitiesGrp/BOYAmt01912239
IRS990/OtherLiabilitiesGrp/EOYAmt01773708
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt060110
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0105193
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt085157
IRS990/OtherSalariesAndWagesGrp/TotalAmt0250460
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04901
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08577
IRS990/PayrollTaxesGrp/ProgramServicesAmt06943
IRS990/PayrollTaxesGrp/TotalAmt020421
IRS990/PensionPlanContributionsGrp/FundraisingAmt04896
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08567
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06935
IRS990/PensionPlanContributionsGrp/TotalAmt020398
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02074499
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01327607
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02400
IRS990/PrincipalOfficerNm0MARK KRAFT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0GRANTS ADMINISTRATION
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0189532
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0189532
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06757367
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0682634
IRS990/PYInvestmentIncomeAmt0395467
IRS990/PYOtherExpensesAmt0182260
IRS990/PYProgramServiceRevenueAmt0179813
IRS990/PYRevenuesLessExpensesAmt06157010
IRS990/PYSalariesCompEmpBnftPaidAmt0310743
IRS990/PYTotalExpensesAmt01175637
IRS990/PYTotalRevenueAmt07332647
IRS990/ReconcilationRevenueExpnssAmt01218871
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0496102
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01244239
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01650585
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02016301
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01301888
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0733313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0952162
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0607617
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05611281
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0661584
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0327503
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0182821
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0218300
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0238929
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01629137
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43710
IRS990ScheduleA/PublicSupportPY170Pct00.46220
IRS990ScheduleA/PublicSupportTotal170Amt03164789
IRS990ScheduleA/SubstantialContributorsTotAmt02446492
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02016301
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01301888
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0733313
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0952162
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0607617
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05611281
IRS990ScheduleA/TotalSupportAmt07240418
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/BoardDesignatedBalanceEOYPct00.03000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0380982
IRS990ScheduleD/BuildingsGrp/DepreciationAmt099018
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0480000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01018848
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0889396
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt042000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-87452
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0907878
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01018848
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt030000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0140970
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0867149
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0907878
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt09017
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt036407
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0942226
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0867149
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt031000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-44077
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0952457
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0942226
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt037600
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027369
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt0734882
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0230597
IRS990ScheduleD/DonorAdvisedFundsHeldCnt056
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt01467223
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt09254
IRS990ScheduleD/EquipmentGrp/DepreciationAmt062420
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt071674
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt054325
IRS990ScheduleD/ExpensesSubtotalAmt01642298
IRS990ScheduleD/FundsAndOtherAccountsContriAmt01630779
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0812640
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt0160
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt08924660
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt054325
IRS990ScheduleD/InvestmentExpensesNotIncldAmt054325
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1482994
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01773708
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUNDS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.97000
IRS990ScheduleD/RevenueNotReportedAmt0-1482994
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt054325
IRS990ScheduleD/RevenueSubtotalAmt02861169
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GENERATIONS FUNDING FOR COMMUNITY PROGRAMS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0390236
IRS990ScheduleD/TotalExpensesPerForm990Amt01696623
IRS990ScheduleD/TotalLiabilityAmt01773708
IRS990ScheduleD/TotalRevenuePerForm990Amt02915494
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01378175
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01642298
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0459515
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS & MED ASSIST
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0209
IRS990ScheduleI/RecipientTable/CashGrantAmt026800
IRS990ScheduleI/RecipientTable/CashGrantAmt1115292
IRS990ScheduleI/RecipientTable/CashGrantAmt27800
IRS990ScheduleI/RecipientTable/CashGrantAmt35500
IRS990ScheduleI/RecipientTable/CashGrantAmt4148400
IRS990ScheduleI/RecipientTable/CashGrantAmt538500
IRS990ScheduleI/RecipientTable/CashGrantAmt69575
IRS990ScheduleI/RecipientTable/CashGrantAmt76000
IRS990ScheduleI/RecipientTable/CashGrantAmt821350

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,004,858
Liabilities
$2,295,045
Net assets
$11,709,813
Revenue
$2,915,494
Expenses
$1,696,623
Net income
$1,218,871
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
2018Detailed filing. Detailed filing data is available for this year.$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