Civic Intelligence

Grey Bears

990 • Fiscal year 2018 • EIN 94-2298681

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 14, 2019

Organization ProfileN/A

View Organization Page

2710 Chanticleer AvenueSanta Cruz, CA 95065

(831) 479-1055

Siviq Scores

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

Liabilities / Assets

24th percentile

0.02x

Higher debt load relative to assets than 24% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

15th percentile

0.02x

Higher debt load relative to revenue than 15% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

50th percentile

2.9%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

25th percentile

-3.8%

Faster asset growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

13%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,325,019

Down $210,453 (-3.8%) from 2017

Net Assets

Up

$5,197,588

Up $319,232 (+6.5%) from 2017

Liabilities

Down

$127,431

Down $529,685 (-81%) from 2017

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin50th percentile

Revenue

Up

$6,206,559

Up $722,847 (+13%) from 2017

Expenses

Up

$6,025,463

Up $742,918 (+14%) from 2017

Net Income

Down

$181,096

Down $20,071 (-10.0%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$15M$10M$5.0M$0Assets 2011: $5,206,801Liabilities 2011: $1,367,219Net Assets 2011: $3,839,5822011Assets 2012: $4,996,582Liabilities 2012: $1,065,714Net Assets 2012: $3,930,8682012Assets 2013: $5,071,545Liabilities 2013: $965,575Net Assets 2013: $4,105,9702013Assets 2014: $5,161,851Liabilities 2014: $889,265Net Assets 2014: $4,272,5862014Assets 2015: $5,290,851Liabilities 2015: $731,335Net Assets 2015: $4,559,5162015Assets 2016: $5,221,996Liabilities 2016: $686,280Net Assets 2016: $4,535,7162016Assets 2017: $5,535,472Liabilities 2017: $657,116Net Assets 2017: $4,878,3562017Assets 2018: $5,325,019Liabilities 2018: $127,431Net Assets 2018: $5,197,5882018Assets 2019: $5,535,891Liabilities 2019: $149,694Net Assets 2019: $5,386,1972019Assets 2020: $6,313,034Liabilities 2020: $625,074Net Assets 2020: $5,687,9602020Assets 2021: $7,420,160Liabilities 2021: $533,522Net Assets 2021: $6,886,6382021Assets 2022: $8,120,085Liabilities 2022: $559,461Net Assets 2022: $7,560,6242022Assets 2023: $8,694,207Liabilities 2023: $591,118Net Assets 2023: $8,103,0892023Assets 2025: $11,658,482Liabilities 2025: $3,146,768Net Assets 2025: $8,511,7142025

Highlighted filing

2018

Assets$5,325,019
Liabilities$127,431
Net Assets$5,197,588
Open 2018 Filing

Operations Trend

Revenue Growth69th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,200,300Expenses 2011: $5,035,518Net Income 2011: $164,7822011Revenue 2012: $5,804,982Expenses 2012: $5,713,696Net Income 2012: $91,2862012Revenue 2013: $6,704,498Expenses 2013: $6,540,717Net Income 2013: $163,7812013Revenue 2014: $8,103,316Expenses 2014: $7,954,002Net Income 2014: $149,3142014Revenue 2015: $5,357,161Expenses 2015: $5,073,911Net Income 2015: $283,2502015Revenue 2016: $5,664,457Expenses 2016: $5,668,275Net Income 2016: -$3,8182016Revenue 2017: $5,483,712Expenses 2017: $5,282,545Net Income 2017: $201,1672017Revenue 2018: $6,206,559Expenses 2018: $6,025,463Net Income 2018: $181,0962018Revenue 2019: $6,556,718Expenses 2019: $6,367,031Net Income 2019: $189,6872019Revenue 2020: $6,491,755Expenses 2020: $6,166,121Net Income 2020: $325,6342020Revenue 2021: $8,377,018Expenses 2021: $7,372,591Net Income 2021: $1,004,4272021Revenue 2022: $8,587,321Expenses 2022: $7,546,662Net Income 2022: $1,040,6592022Revenue 2023: $8,184,695Expenses 2023: $7,903,166Net Income 2023: $281,5292023Revenue 2025: $9,537,653Expenses 2025: $9,295,104Net Income 2025: $242,5492025

Highlighted filing

2018

Revenue$6,206,559
Expenses$6,025,463
Net Income$181,096
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 14, 2019
Return Version
2017v2.2
Gross Receipts
$7,065,801
Mission and Program Overview

Mission

Grey bears improves the health and wellbeing of seniors through volunteerism and community participation.

The organization's primary purpose is to deliver a weekly bag of healthy groceries to seniors, 55 years of age and older, through its "brown bag" program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,548,995$3,495,678▼ $53,317
Savings and Temporary Cash Investments$753,191$636,733▼ $116,458
Cash and Non-Interest-Bearing Accounts$506,768$490,612▼ $16,156
Investments in Publicly Traded Securities$424,566$431,708▲ $7,142
Accounts Receivable$91,621$52,402▼ $39,219
Pledges and Grants Receivable$47,412$48,729▲ $1,317
Intangible Assets$475$0▼ $475
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,535,472$5,325,019▼ $210,453
Other Assets Total$162,444$169,157▲ $6,713
Liabilities
Mortgage Notes Payable Secured by Investment Property$476,609--
Accounts Payable and Accrued Expenses$139,423$83,031▼ $56,392
Deferred Revenue$41,084$44,400▲ $3,316
Total Liabilities$657,116$127,431▼ $529,685
Net Assets / Fund Balance
Unrestricted Net Assets$4,378,331$5,097,563▲ $719,232
Temporarily Rstr Net Assets$400,000--
Permanently Rstr Net Assets$100,025$100,025→ $0
Total Net Assets Fund Balance$4,878,356$5,197,588▲ $319,232
Total Liabilities and Net Assets / Fund Balance$5,535,472$5,325,019▼ $210,453

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,635,138$774,346$2,409,484
Land$1,565,344-$1,565,344
Equipment$106,558$689,604$796,162
Leasehold Improvements$188,638$409,850$598,488

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$124,048-▲ $5,356-$127,164
2016$117,917-▲ $13,242$5,000$124,048
2015$120,777-▼ $834-$117,917
2014$120,252$25▲ $2,607-$120,777
2013$104,943-▲ $17,302-$5,746
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Tim BrattanExec DirectorFT$107,060$107,060

Board Members and Trustees

NameTitle
Ole ChristensenChairman
Paul PlanskyVice Chair
Ciro MilazzoDirector
Dan ReedDirector
Edna BrennanDirector
Frank TurnerDirector
Gordon CummingDirector
Kathryn CowanDirector
Pam RhodesDirector
Tom HogyeDirector
Tristan KassDirector
Rachael KatzSecretary
Paul McgillicuddyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,884,205
Program Service Revenue
$356,321
Investment Income
$27,214
Other Revenue
$938,819
All Other Contributions
$4,742,683
Change in Net Assets
$181,096

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Food Inventory$3,770,189Est Retail Val
Other Non Cash Contri Table$771,531Resale Value
Total Noncash Contributions$4,541,720-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,146,525
Revenue Not Reported on Financial Statements
$60,034
Revenue Not Reported on Form 990
$138,136
Other Revenue Adjustments
$60,034
Total Revenue per Audited Statements
$6,284,661
Total Revenue per Form 990
$6,206,559
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,903,176
Salaries, Compensation, and Employee Benefits$1,259,383
Other Expenses$862,904
Total Fundraising Expense$87,829
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$3,903,176--$3,903,176
Other Salaries and Wages$748,339$154,374$38,594$941,307
All Other Expenses$104,009$25,866$6,466$136,341
Other Employee Benefits$88,112$18,177$4,544$110,833
Current Officers, Directors, Trustees, and Key Employees$85,113$17,558$4,389$107,060
Payroll Taxes$79,645$16,430$4,108$100,183
Insurance$74,868$15,444$3,861$94,173
Depreciation Depletion$69,235$14,282$3,571$87,088
Other Expenses$52,469$10,824$2,706$65,999
Fees for Services Accounting$27,630$5,700$1,425$34,755
Travel$23,420$4,831$1,208$29,459
Office Expenses$16,167$3,335$834$20,336
Advertising$14,162$2,921$730$17,813
Total Functional Expenses$5,586,319$351,315$87,829$6,025,463

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,085,497
Expenses per Audited Statements$6,025,463
Total Expenses per Form 990$6,025,463
Expenses Not Reported on Form 990$60,034
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$67,232
Fundraising Direct Expenses$19,876
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Banquet$67,232$67,232$19,876$47,356
Total Events$67,232$67,232$19,876$47,356
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Board of Directors has an audit committee that reviews the 990's and the audit routinely.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All board members, staff, and volunteers are requested to review the Organizations Conflict of Interest Policy annually and provide a statement regarding any potential conflicts. Statements are filed with the Organization's confidential records.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Executive Director is evaluated annually by the Personnel Committee and recommendations are made (usually for a cost of living adjustment). The Personnel Committee makes a recommendation to the Finance Committee. The Finance Committee considers the recommendation and then makes a recommendation to the full Board of Directors who in turn votes on the compensation of the Executive Director.Periodically, surveys are used to evaluate this position in relationship to similar positions in the industry.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available upon request for a small fee.”

Filing and Contact Details

Filer

Filer Name
Grey Bears
EIN
94-2298681
Phone
8314791055
Address
2710 CHANTICLEER AVENUE, SANTA CRUZ, CA 95065

Signing Officer

Name
Tim Brattan
Title
Exec Director
Signed
2019-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Brattan
Formed
1975
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
55
Volunteers
752

Preparer

Firm
Walters & Kondrasheff CPAs
Address
4 Carbonero Way Suite A, Scotts Valley, CA 95066
Preparer
Max A Walters
Phone
8314298617
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Per donor $50,025 is Permanently Restricted and income from this perpetual fund shall be used for the Organizations exempt purpose.Per donor $50,000 is Permanently Restricted and income from this perpetual fund shall be used for the annual Christmas dinner for senior citizens.”

Part X : FIN48 Footnote

“The Organization has implemented the new accounting standards associated with uncertainty in income taxes. Accordingly, the Organization shall initially recognize the financial statement effects of a tax position when it is more-likely-than-not, based on the technical merits, that the position will be sustained upon examination. The Organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“RENTAL EXPENSES $60034”

Part XII, Line 2D: Other expenses and losses per audited F/S

“RENTAL EXPENSES $60034”

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IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice Chair
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
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IRS990/OfficeExpensesGrp/TotalAmt020336
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IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt0169157
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04544
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt018177
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0110833
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IRS990/OtherExpensesGrp/Desc2VEHICLE EXPENSE
IRS990/OtherExpensesGrp/Desc3FINANCE AND BANK CHARGES
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IRS990/OtherExpensesGrp/FundraisingAmt13574
IRS990/OtherExpensesGrp/FundraisingAmt23093
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt212374
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IRS990/OtherExpensesGrp/ProgramServicesAmt259983
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IRS990/OtherExpensesGrp/TotalAmt187171
IRS990/OtherExpensesGrp/TotalAmt275450
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Filings

Displayed year

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

Open filing
Assets
$5,325,019
Liabilities
$127,431
Net assets
$5,197,588
Revenue
$6,206,559
Expenses
$6,025,463
Net income
$181,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$3.15$8.51$9.54$9.30$0.24
2023Summary only. Only limited summary data is available for this year.$8.69$0.59$8.10$8.18$7.90$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.12$0.56$7.56$8.59$7.55$1.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.42$0.53$6.89$8.38$7.37$1.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.31$0.63$5.69$6.49$6.17$0.33
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.54$0.15$5.39$6.56$6.37$0.19
2018Detailed filing. Detailed filing data is available for this year.$5.33$0.13$5.20$6.21$6.03$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$0.66$4.88$5.48$5.28$0.20
2016Detailed filing. Detailed filing data is available for this year.$5.22$0.69$4.54$5.66$5.67$0.00
2015Detailed filing. Detailed filing data is available for this year.$5.29$0.73$4.56$5.36$5.07$0.28
2014Summary only. Only limited summary data is available for this year.$5.16$0.89$4.27$8.10$7.95$0.15
2013Summary only. Only limited summary data is available for this year.$5.07$0.97$4.11$6.70$6.54$0.16
2012Summary only. Only limited summary data is available for this year.$5.00$1.07$3.93$5.80$5.71$0.09
2011Summary only. Only limited summary data is available for this year.$5.21$1.37$3.84$5.20$5.04$0.16