Civic Intelligence

Snyder Highland Foundation

990PF • Fiscal year 2016 • EIN 94-1682757

Oct 01, 2015 to Sep 30, 2016 • Filed on Mar 16, 2017

P O Box 1270Weaverville, CA 96093

(530) 623-5111

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

89th percentile

44%

Higher net margin than 89% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

63rd percentile

4.2%

Faster asset growth than 63% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

35th percentile

-4.0%

Faster revenue growth than 35% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$2,153,857

Up $86,796 (+4.2%) from 2015

Net Assets

Up

$2,152,875

Up $87,184 (+4.2%) from 2015

Liabilities

Down

$982

Down $388 (-28%) from 2015

Revenue

Down

$198,629

Down $8,347 (-4.0%) from 2015

Expenses

Down

$111,445

Down $26,235 (-19%) from 2015

Net Income

Up

$87,184

Up $17,888 (+26%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,631,060Liabilities 2011: $402,9952011Assets 2012: $2,618,989Liabilities 2012: $302,7342012Assets 2013: $2,167,333Liabilities 2013: $1,641Net Assets 2013: $2,165,6922013Assets 2014: $2,216,127Liabilities 2014: $1,317Net Assets 2014: $2,214,8102014Assets 2015: $2,067,061Liabilities 2015: $1,370Net Assets 2015: $2,065,6912015Assets 2016: $2,153,857Liabilities 2016: $982Net Assets 2016: $2,152,8752016Assets 2018: $2,075,688Liabilities 2018: $13,354Net Assets 2018: $2,062,3342018Assets 2019: $2,275,942Liabilities 2019: $1,785Net Assets 2019: $2,274,1572019Assets 2020: $2,298,507Liabilities 2020: $1,274Net Assets 2020: $2,297,2332020Assets 2021: $2,415,196Liabilities 2021: $0Net Assets 2021: $2,415,1962021Assets 2022: $2,070,256Liabilities 2022: $0Net Assets 2022: $2,070,2562022Assets 2023: $1,955,603Liabilities 2023: $2,431Net Assets 2023: $1,953,1722023Assets 2024: $2,307,794Liabilities 2024: $0Net Assets 2024: $2,307,7942024

Highlighted filing

2016

Assets$2,153,857
Liabilities$982
Net Assets$2,152,875

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $116,820Expenses 2011: $173,478Net Income 2011: -$56,6582011Revenue 2012: $62,901Expenses 2012: $182,767Net Income 2012: -$119,8662012Expenses 2013: $182,2082013Revenue 2014: $91,626Expenses 2014: $131,273Net Income 2014: -$39,6472014Revenue 2015: $206,976Expenses 2015: $137,680Net Income 2015: $69,2962015Revenue 2016: $198,629Expenses 2016: $111,445Net Income 2016: $87,1842016Revenue 2018: $116,428Expenses 2018: $135,303Net Income 2018: -$18,8752018Revenue 2019: $214,990Expenses 2019: $121,558Net Income 2019: $93,4322019Revenue 2020: -$10,225Expenses 2020: $117,942Net Income 2020: -$128,1672020Revenue 2021: $252,559Expenses 2021: $127,698Net Income 2021: $124,8612021Revenue 2022: $51,527Expenses 2022: $149,518Net Income 2022: -$97,9912022Revenue 2023: $22,069Expenses 2023: $139,153Net Income 2023: -$117,0842023Revenue 2024: $267,221Expenses 2024: $145,345Net Income 2024: $121,8762024

Highlighted filing

2016

Revenue$198,629
Expenses$111,445
Net Income$87,184
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Mar 16, 2017
Return Version
2015v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD LEONARD MORRISVice President-$0--
JANE MEREDITH BELDENPresident-$0--
SUSAN HOLTHAUSSecretary-$0--
ALEX COUSINSDirector-$0--
WAYNE RICHARD AGNERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Snyder Highland Foundation
EIN
94-1682757
Phone
5306235111
Address
P O BOX 1270, WEAVERVILLE, CA 96093

Signing Officer

Name
Jane Meredith Belden
Title
President
Signed
2017-03-16
Discuss with paid preparer
Yes

Preparer

Firm
NJMJ Inc
Address
1147 Hilltop Drive, Redding, CA 96003
Preparer
Nat J Mctucker
Phone
5302213343
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1513345
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15247707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIDELITY ADVISOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1LOOMIS SAYLES INVT TR BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2LORD ABBETT INVESTMENT TR SHORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3LORD ABBETT HIGH YIELD FUND CLASS F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4OPPENHEIMBER DEV MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PIMCO FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6T ROWE PRICE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7STEELPATH MLP FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8TROWE PRICE INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9WESTERN ASSET HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10DIVIDEND CAPITAL DIVERSIFIED PROPERTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11JP MORGAN HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12PRINCIPAL PREPFERRED SECURITIES FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13TEMPLETON GLOBAL BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ISHARES CORE S&P MID-CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15ISHARES RUSSELL MID-CAP GROWTH INDX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16ISHARES CORE S&P SMALL-CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17VANGUARD SMALL CAP GROWTH INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18DIVIDEND CAPITAL DIVERSIFIED PROPERTY FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19JP MORGAN ALERIAN MLP INDEX ETN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20SPDR DJ WILSHIRE INTL REAL EST ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21WELLS FARGO INVESTMENTS CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22LOOMIS SAYLES BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23HARBOR INTERNATIONAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24OAKMARK INTERNATIONAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25AQR MANAGED FUTURES STRATEGY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26ARTISAN INTERNATIONAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27T ROWE PRICE INSTITUTIONAL FLOAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28T ROWE PRICE SHORT TERM BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29DREYFUS EMERGING MARKETS DEBT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30FIDELITY ADVISORS EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31OPPENHEIMER DEVELOPING MARKETS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32BOSTON PARTNERS LONG/SHORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33EATON VANCE GLOBAL MACRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34THE MERGER FUND CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35VANGUARD REIT VIPER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36PNC FINANCIAL VAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37INSURANCE GROUPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38US BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39AIR PRODUCTS & CHEMICALS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40ALERIAN MLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41AMERICAN ELECTRIC POWER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42ANHEUSER BUSCH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43CISCO SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44CRACKER BARREL OLD COUNTRY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45DEERE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46EDISON ITL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47GLOVAL X FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48GRAINGER W W INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50ILLINOIS TOOL WORKS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51ISHARES CORE U.S. AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52K HENRY & ASSOC INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53KIMBERLY CLARK CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54LAMAR ADVERTISING CO NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55NATIONAL RETAIL PPTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56NEW MOUNTAIN FINANCE CRP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57PEOPLE'S UNITED FINANCL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58PIMCO 0-5 YEAR HIGH ET YIELD CORP BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59POWERSHARES PREFERRED PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60POWERSHARES HIGH YLD ET CORP BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62PROGRESSIVE CORP OHIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63ROCKWELL AUTOMATION INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64SPIRE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65TCP CAPITAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66TPG SPECIALTY LENDING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67US BANCORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68VF CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69VANGUARD INTERMEDIA TEET TERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70VANGUARD SHORT TERM CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71VERIZON COMMUNICATIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72WAL-MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73WATSCO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74XCEL ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76BASF SE SPONSORED ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77BEMIS CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78BENOVA SCOTIA HALIFAX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79BRITISH AMERN TOB PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80CHEVRON CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81CISCO SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82COCA-COLA COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83COMPASS GRP PLC SPON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84DEUTSCHE BOERSE AG-UNSPO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85D PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86DOMINION RES INC VA NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87DUKE ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89GLAXOSMITHKLINE PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93KONINKLIJKE PHILIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94LAS VEGAS SANDS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95LOCKHEED MARTIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96LVMH MOET HENNESSY LOUIS VUITTON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97LYONDELLBASELL INDUSTRIES AF SCA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98MERCK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100NESTLE S A REG ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102NOVARTIS AG SPON ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103NTT DOCOMO INC ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104PFIZER INCORPORATED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105PHILIP MORRIS INTERNATIONAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107PRUDENTIAL PLC SPON ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108PUBLIC SVC ENTERPRISE GROUP INC

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