Civic Intelligence

Santa Rosa Junior College Foundation

990 • Fiscal year 2016 • EIN 94-1735861

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 30, 2017

Organization ProfileWWW.SANTAROSA.EDU/FOUNDATION
1501 Mendocino AveSanta Rosa, CA 95401

(707) 527-4348

Siviq Scores

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

Liabilities / Assets

18th percentile

0.03x

Higher debt load relative to assets than 18% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

41st percentile

0.23x

Higher debt load relative to revenue than 41% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

90th percentile

40%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$194,033

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

33rd percentile

-1.1%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

72nd percentile

11%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$48,387,039

Down $541,124 (-1.1%) from 2015

Net Assets

Down

$46,826,665

Down $393,592 (-0.8%) from 2015

Liabilities

Down

$1,560,374

Down $147,532 (-8.6%) from 2015

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin90th percentile

Revenue

Up

$6,658,348

Up $667,139 (+11%) from 2015

Expenses

Up

$4,023,532

Up $701,631 (+21%) from 2015

Net Income

Down

$2,634,816

Down $34,492 (-1.3%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$100M$50M$0Assets 2011: $32,153,231Liabilities 2011: $1,170,741Net Assets 2011: $30,982,4902011Assets 2012: $37,054,210Liabilities 2012: $1,492,649Net Assets 2012: $35,561,5612012Assets 2013: $42,807,195Liabilities 2013: $1,492,926Net Assets 2013: $41,314,2692013Assets 2014: $48,494,118Liabilities 2014: $1,537,321Net Assets 2014: $46,956,7972014Assets 2015: $48,928,163Liabilities 2015: $1,707,906Net Assets 2015: $47,220,2572015Assets 2016: $48,387,039Liabilities 2016: $1,560,374Net Assets 2016: $46,826,6652016Assets 2017: $55,942,802Liabilities 2017: $1,778,962Net Assets 2017: $54,163,8402017Assets 2018: $61,758,188Liabilities 2018: $1,463,333Net Assets 2018: $60,294,8552018Assets 2019: $64,148,752Liabilities 2019: $1,780,782Net Assets 2019: $62,367,9702019Assets 2020: $66,333,896Liabilities 2020: $1,299,955Net Assets 2020: $65,033,9412020Assets 2021: $83,645,868Liabilities 2021: $1,346,986Net Assets 2021: $82,298,8822021Assets 2022: $77,423,065Liabilities 2022: $2,105,817Net Assets 2022: $75,317,2482022Assets 2023: $83,558,722Liabilities 2023: $2,587,810Net Assets 2023: $80,970,9122023Assets 2024: $92,019,928Liabilities 2024: $2,561,068Net Assets 2024: $89,458,8602024

Highlighted filing

2016

Assets$48,387,039
Liabilities$1,560,374
Net Assets$46,826,665
Open 2016 Filing

Operations Trend

Revenue Growth72nd percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $5,121,948Expenses 2011: $2,005,048Net Income 2011: $3,116,9002011Revenue 2012: $7,622,559Expenses 2012: $2,177,722Net Income 2012: $5,444,8372012Revenue 2013: $6,188,594Expenses 2013: $2,313,138Net Income 2013: $3,875,4562013Revenue 2014: $5,277,311Expenses 2014: $2,848,000Net Income 2014: $2,429,3112014Revenue 2015: $5,991,209Expenses 2015: $3,321,901Net Income 2015: $2,669,3082015Revenue 2016: $6,658,348Expenses 2016: $4,023,532Net Income 2016: $2,634,8162016Revenue 2017: $8,928,146Expenses 2017: $4,960,583Net Income 2017: $3,967,5632017Revenue 2018: $11,303,330Expenses 2018: $5,571,503Net Income 2018: $5,731,8272018Revenue 2019: $9,298,669Expenses 2019: $6,338,759Net Income 2019: $2,959,9102019Revenue 2020: $5,737,328Expenses 2020: $6,926,401Net Income 2020: -$1,189,0732020Revenue 2021: $13,273,412Expenses 2021: $6,302,375Net Income 2021: $6,971,0372021Revenue 2022: $17,528,707Expenses 2022: $8,066,528Net Income 2022: $9,462,1792022Revenue 2023: $11,345,287Expenses 2023: $9,307,908Net Income 2023: $2,037,3792023Revenue 2024: $13,625,887Expenses 2024: $8,920,289Net Income 2024: $4,705,5982024

Highlighted filing

2016

Revenue$6,658,348
Expenses$4,023,532
Net Income$2,634,816
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 30, 2017
Return Version
2015v3.0
Gross Receipts
$24,488,645
Mission and Program Overview

Mission

To advance educational opportunities by raising and stewarding funds and to enhance the quality of higher education in the communities we serve.

To raise and steward funds to support programs, scholarships, facilities and special projects of santa rosa junior college.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$47,220,257$46,826,665▼ $393,592
Investments in Publicly Traded Securities$40,212,033$38,401,123▼ $1,810,910
Savings and Temporary Cash Investments$2,320,454$4,016,842▲ $1,696,388
Investments Other Securities$3,065,007$2,117,068▼ $947,939
Cash and Non-Interest-Bearing Accounts$1,584,743$1,446,285▼ $138,458
Accounts Receivable$549,579$1,119,841▲ $570,262
Pledges and Grants Receivable$30,473$205,211▲ $174,738
Prepaid Expenses and Deferred Charges$162,646$149,103▼ $13,543
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$48,928,163$48,387,039▼ $541,124
Other Assets Total$1,003,228$931,566▼ $71,662
Liabilities
Other Liabilities$1,324,708$1,224,898▼ $99,810
Deferred Revenue$243,067$204,876▼ $38,191
Accounts Payable and Accrued Expenses$140,131$130,600▼ $9,531
Total Liabilities$1,707,906$1,560,374▼ $147,532
Net Assets / Fund Balance
Total Net Assets Fund Balance$47,220,257$46,826,665▼ $393,592
Total Liabilities and Net Assets / Fund Balance$48,928,163$48,387,039▼ $541,124

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,003,228$2,866▼ $21,329-$929,600
2014$1,043,992-▲ $9,853-$1,003,228
2013$942,148$25▲ $150,010-$1,043,992
2012$897,479-▲ $94,305-$942,148
2011$884,307-▲ $56,172-$897,479
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kate McclintockExecutive DirectorFT$157,596$36,437$194,033
Sarah LaggosAdminFT$105,933$34,270$140,203

Board Members and Trustees

NameTitle
Paul YeomansChair
Kent SeegmillerVice Chair
Bill Carle715-1215Board Member
Bill TraversoBoard Member
Bill VickBoard Member
Curt GroningaBoard Member
Don ChigazolaBoard Member
Don Edgar715-1215Board Member
Jeff BrickerBoard Member
Jeff KolinBoard Member
Jordan BurnsBoard Member
Julia CooperBoard Member
Kathleen DoyleBoard Member
Kris ShearBoard Member
Lupe LeonBoard Member
Norm OwenBoard Member
Shirley WardBoard Member
Steve PageBoard Member
Teresa NortonBoard Member
Tom McginleyBoard Member
Tom SchwedhelmBoard Member
Frank ChongSecretary
Doug RobertsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,080,894
Program Service Revenue
$309,121
Investment Income
$1,040,010
Other Revenue
$228,323
All Other Contributions
$5,002,011
Change in Net Assets
$2,634,816

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 AmountValuation Method
Securities Publicly Traded3$70,422Selling Price
Other Non Cash Contri Table168$39,470Fair Market Value
Art Historical Treasures2$7,200Fair Market Value
Total Noncash Contributions173$117,092-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,563,579
Revenue Not Reported on Financial Statements
$94,769
Revenue Not Reported on Form 990
$-3,028,408
Other Revenue Adjustments
$-87,606
Total Revenue per Audited Statements
$3,535,171
Total Revenue per Form 990
$6,658,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,355,072
Other Expenses$1,474,426
Salaries, Compensation, and Employee Benefits$194,034
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$2,355,072--$2,355,072
Other Expenses$598,079$693,972-$598,079
Current Officers, Directors, Trustees, and Key Employees-$194,034-$194,034
Fees for Service Investment Mgmnt Fees-$182,375-$182,375
Total Functional Expenses$2,953,151$1,070,381$0$4,023,532

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,023,532
Total Expenses per Audited Statements$3,928,763
Expenses per Audited Statements$3,841,157
Expenses Not Reported on Financial Statements$182,375
Expenses Not Reported on Form 990$87,606
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$119,102
Fundraising Direct Expenses$87,607
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bcat Golf$46,463$30,415$9,250$21,165
Agstravaganza$42,674$25,174$5,903$19,271
Total Events$197,985$119,102$87,607$31,495
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Amounts Held on Behalf of Others$1,105,774
Annuity Payable$119,124
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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

Form 990, Part VI, Section B, Line 11

“Executive committee & board meet quarterly - form 990 will be reviewed at next executive committee meeting with a report made subsequently to the full board.”

Form 990, Part VI, Section B, Line 12C

“On an annual basis, all board members are required to sign conflict of interest statements.”

Form 990, Part VI, Section B, Line 15

“Hiring process is done through college h/r department which included a review of compensation at the time of the hiring process, last conducted for the executive officer in 2008-09.”

Form 990, Part VI, Section C, Line 19

“The foundation follows the same rules and regulations (regarding doucumentation and their availability) as that of the california community college with which it is associated.”

Filing and Contact Details

Filer

Filer Name
Santa Rosa Junior College Foundation
EIN
94-1735861
Phone
7075274348
Address
1501 MENDOCINO AVE, SANTA ROSA, CA 95401

Signing Officer

Name
Kate Mcclintock
Title
Executive Director
Phone
7075274348
Signed
2017-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kate Mcclintock
Formed
1969
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
21
Employees
9
Volunteers
95

Preparer

Firm
Gilbert Associates Inc
Address
2880 GATEWAY OAKS DR STE 100, SACRAMENTO, CA 95833
Preparer
Darla a Colson
Phone
9166466464
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of crts -656,395.”

FORM 990, PART XII, LINE 2C:

“Form 990, part xi, line 2c: neither the process for oversight of the financial statement audit nor the process for selection of an independent accountant has changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“Permanent endowment set up for the purpose of generating investment income to fund scholarships for district students.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of crt -656,395.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Special event expense -87,606.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event expense 87,606.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt24ADMIN
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ADVANCE EDUCATIONAL OPPORTUNITIES BY RAISING AND STEWARDING FUNDS AND TO ENHANCE THE QUALITY OF HIGHER EDUCATION IN THE COMMUNITIES WE SERVE.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION LAUNCHED ITS SRJC 100TH ANNIVERSARY CAMPAIGN AT THE PRESIDENT'S ADDRESS MAY 2016. THE GOAL IS TO RAISE $15 MILLION BY THE END OF THE ANNIVERSARY YEAR 2018. CAMPAIGN FUNDRAISING WILL FOCUS ON FOUR MAJOR AREAS: STUDENT SUCCESS, ACADEMIC EXCELLENCE, LEARNING ENVIRONMENTS, AND FINANCIAL STABILITY.
IRS990/ProgSrvcAccomActy3Grp/Desc0THE FOUNDATION RECEIVED $884,000 IN DEFERRED GIFTS AND $217,500 FROM BEQUEST DISTRIBUTIONS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE FOUNDATION/COLLEGE AWARDED MORE THAN 1,675 SCHOLARSHIPS TOTALING OVER $1.7 MILLION TO DESERVING STUDENTSTHE FOUNDATION AWARDED $80,000 IN PROGRAM GRANTS TO SRJC DEPARTMENTS AND PROGRAMS. SINCE INCEPTION, THE FOUNDATION HAS AWARDED MORE THAN $236,000 TO SUPPORT INSTRUCTIONAL PROGRAMS AT SRJC.AN ANONYMOUS GRANT RENEWAL PROVIDED AN ADDITIONAL $173,960 TO SUPPORT ADULT LITERACY PROGRAMS AT SRJC. A TOTAL OF $385,960 HAS BEEN GRANTED TO DATE.
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,387,039
Liabilities
$1,560,374
Net assets
$46,826,665
Revenue
$6,658,348
Expenses
$4,023,532
Net income
$2,634,816
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$92.0$2.56$89.5$13.6$8.92$4.71
2023Detailed filing. Detailed filing data is available for this year.$83.6$2.59$81.0$11.3$9.31$2.04
2022Detailed filing. Detailed filing data is available for this year.$77.4$2.11$75.3$17.5$8.07$9.46
2021Detailed filing. Detailed filing data is available for this year.$83.6$1.35$82.3$13.3$6.30$6.97
2020Detailed filing. Detailed filing data is available for this year.$66.3$1.30$65.0$5.74$6.93$1.19
2019Detailed filing. Detailed filing data is available for this year.$64.1$1.78$62.4$9.30$6.34$2.96
2018Detailed filing. Detailed filing data is available for this year.$61.8$1.46$60.3$11.3$5.57$5.73
2017Detailed filing. Detailed filing data is available for this year.$55.9$1.78$54.2$8.93$4.96$3.97
2016Detailed filing. Detailed filing data is available for this year.$48.4$1.56$46.8$6.66$4.02$2.63
2015Detailed filing. Detailed filing data is available for this year.$48.9$1.71$47.2$5.99$3.32$2.67
2014Summary only. Only limited summary data is available for this year.$48.5$1.54$47.0$5.28$2.85$2.43
2013Summary only. Only limited summary data is available for this year.$42.8$1.49$41.3$6.19$2.31$3.88
2012Summary only. Only limited summary data is available for this year.$37.1$1.49$35.6$7.62$2.18$5.44
2011Summary only. Only limited summary data is available for this year.$32.2$1.17$31.0$5.12$2.01$3.12