Civic Intelligence

Grey Bears

990 • Fiscal year 2020 • EIN 94-2298681

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 31, 2020

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

41st percentile

0.10x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.10x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

51st percentile

5.0%

Higher net margin than 51% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-1.0%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$6,313,034

Up $777,143 (+14%) from 2019

Net Assets

Up

$5,687,960

Up $301,763 (+5.6%) from 2019

Liabilities

Up

$625,074

Up $475,380 (+318%) from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin51st percentile

Revenue

Down

$6,491,755

Down $64,963 (-1.0%) from 2019

Expenses

Down

$6,166,121

Down $200,910 (-3.2%) from 2019

Net Income

Up

$325,634

Up $135,947 (+72%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2020

Assets$6,313,034
Liabilities$625,074
Net Assets$5,687,960
Open 2020 Filing

Operations Trend

Revenue Growth43rd 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

2020

Revenue$6,491,755
Expenses$6,166,121
Net Income$325,634
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 31, 2020
Return Version
2019v5.0
Gross Receipts
$7,188,900
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 santa cruz residents,50 years of age and older, through its healthy food for seniors program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,446,210$3,388,011▼ $58,199
Savings and Temporary Cash Investments$686,729$1,130,968▲ $444,239
Cash and Non-Interest-Bearing Accounts$674,984$926,728▲ $251,744
Investments in Publicly Traded Securities$424,034$427,969▲ $3,935
Accounts Receivable$72,522$147,261▲ $74,739
Pledges and Grants Receivable$47,478$109,431▲ $61,953
Inventories for Sale or Use$42,168$33,054▼ $9,114
Prepaid Expenses and Deferred Charges-$21,498-
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-
Intangible Assets-$0-
Total Assets$5,535,891$6,313,034▲ $777,143
Other Assets Total$141,766$128,114▼ $13,652
Liabilities
Unsecured Notes Loans Payable-$400,272-
Accounts Payable and Accrued Expenses$102,622$180,905▲ $78,283
Deferred Revenue$47,072$43,897▼ $3,175
Total Liabilities$149,694$625,074▲ $475,380
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,286,172$5,552,935▲ $266,763
Net Assets With Donor Restrictions$100,025$135,025▲ $35,000
Total Net Assets Fund Balance$5,386,197$5,687,960▲ $301,763
Total Liabilities and Net Assets / Fund Balance$5,535,891$6,313,034▲ $777,143

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,488,072$813,341$2,301,413
Land$1,565,344-$1,565,344
Equipment$153,556$751,485$905,041
Leasehold Improvements$181,039$562,875$743,914

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$128,601-▲ $1,292-$128,114
2018$127,171-▲ $3,635-$128,601
2017$124,048-▲ $5,356-$127,164
2016$117,917-▲ $13,242$5,000$124,048
2015$120,777-▼ $834-$117,917
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Tim BrattanExec DirectorFT$129,556$129,556

Board Members and Trustees

NameTitle
Pamela B GoodmanPresident
Reed GeisreiterVice President
Dan ReedDirector
Frank TurnerDirector
Joe JaconetteDirector
LESLIE O'MALLEYDirector
Ole ChristensenDirector
Rita HesterDirector
Tom HogyeDirector
Tristan KassDirector
Ventura LeonDirector
Rachael KatzSecretary
Enda BrennanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,093,577
Program Service Revenue
$541,817
Investment Income
$28,820
Other Revenue
$827,541
All Other Contributions
$4,944,577
Change in Net Assets
$325,634

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$3,676,853Est Retail Val
Other Non Cash Contri Table$626,268Resale Value
Total Noncash Contributions$4,303,121-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,532,995
Revenue Not Reported on Financial Statements
$-41,240
Revenue Not Reported on Form 990
$118,685
Other Revenue Adjustments
$-41,240
Total Revenue per Audited Statements
$6,651,680
Total Revenue per Form 990
$6,491,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,676,853
Salaries, Compensation, and Employee Benefits$1,484,044
Other Expenses$1,005,224
Total Fundraising Expense$99,468
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$3,676,853--$3,676,853
Other Salaries and Wages$897,937$185,235$46,309$1,129,481
All Other Expenses$173,864$22,819$5,705$202,388
Current Officers, Directors, Trustees, and Key Employees$102,997$21,247$5,312$129,556
Insurance$95,622$19,726$4,931$120,279
Payroll Taxes$91,358$18,846$4,712$114,916
Other Employee Benefits$87,522$18,055$4,514$110,091
Depreciation Depletion$81,628$16,839$4,210$102,677
Other Expenses$64,454$13,296$3,324$81,074
Travel$25,140$5,186$1,297$31,623
Office Expenses$18,234$3,762$940$22,936
Fees for Services Accounting$15,525$3,203$801$19,529
Advertising$8,156$1,682$421$10,259
Total Functional Expenses$5,668,786$397,867$99,468$6,166,121

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,349,917
Expenses per Audited Statements$6,166,121
Total Expenses per Form 990$6,166,121
Expenses Not Reported on Form 990$183,796
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
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 35% controlled entity
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
2020-12-31
Discuss with paid preparer
Yes

Organization Details

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

“RENTAL EXPENSES $41240”

Raw XML AppendixShowing 400 of 597 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/BOYAmt0102622
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0180905
IRS990/AccountsReceivableGrp/BOYAmt072522
IRS990/AccountsReceivableGrp/EOYAmt0147261
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION'S PRIMARY PURPOSE IS TO DELIVER A WEEKLY BAG OF HEALTHY GROCERIES TO SANTA CRUZ RESIDENTS,50 YEARS OF AGE AND OLDER, THROUGH ITS HEALTHY FOOD FOR SENIORS PROGRAM.
IRS990/AdvertisingGrp/FundraisingAmt0421
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01682
IRS990/AdvertisingGrp/ProgramServicesAmt08156
IRS990/AdvertisingGrp/TotalAmt010259
IRS990/AllOtherContributionsAmt04944577
IRS990/AllOtherExpensesGrp/FundraisingAmt05705
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt022819
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0173864
IRS990/AllOtherExpensesGrp/TotalAmt0202388
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0ACCOUNTING DEPARTMENT
IRS990/BooksInCareOfDetail/PhoneNum08314791055
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02710 CHANTICLEER AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA CRUZ
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095065
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0674984
IRS990/CashNonInterestBearingGrp/EOYAmt0926728
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt05312
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt021247
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0102997
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0129556
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt0655905
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05093577
IRS990/CYGrantsAndSimilarPaidAmt03676853
IRS990/CYInvestmentIncomeAmt028820
IRS990/CYOtherExpensesAmt01005224
IRS990/CYOtherRevenueAmt0827541
IRS990/CYProgramServiceRevenueAmt0541817
IRS990/CYRevenuesLessExpensesAmt0325634
IRS990/CYSalariesCompEmpBnftPaidAmt01484044
IRS990/CYTotalExpensesAmt06166121
IRS990/CYTotalFundraisingExpenseAmt099468
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06491755
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt047072
IRS990/DeferredRevenueGrp/EOYAmt043897
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt04210
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt016839
IRS990/DepreciationDepletionGrp/ProgramServicesAmt081628
IRS990/DepreciationDepletionGrp/TotalAmt0102677
IRS990/Desc0USING FINANCIAL SUPPORT OF GENERAL PUBLIC AND SEVERAL GOVERNMENT AGENCIES, REVENUES GENERATED BY ITS RECYCLING PROGRAMS, AND SALES REVENUE OF DONATED ITEMS IN ITS THRIFT SHOP, THE ORGANIZATION PROVIDED OVER 2 MILLION POUNDS OF FOOD TO SENIOR CITIZENS OF SANTA CRUZ COUNTY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0100025
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0135025
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt055
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt05668786
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0801
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03203
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt015525
IRS990/FeesForServicesAccountingGrp/TotalAmt019529
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt28.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
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/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0TIM BRATTAN
IRS990/Form990PartVIISectionAGrp/PersonNm1OLE CHRISTENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm2RACHAEL KATZ
IRS990/Form990PartVIISectionAGrp/PersonNm3REED GEISREITER
IRS990/Form990PartVIISectionAGrp/PersonNm4TRISTAN KASS
IRS990/Form990PartVIISectionAGrp/PersonNm5DAN REED
IRS990/Form990PartVIISectionAGrp/PersonNm6TOM HOGYE
IRS990/Form990PartVIISectionAGrp/PersonNm7PAMELA B GOODMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8JOE JACONETTE
IRS990/Form990PartVIISectionAGrp/PersonNm9VENTURA LEON
IRS990/Form990PartVIISectionAGrp/PersonNm10LESLIE O'MALLEY
IRS990/Form990PartVIISectionAGrp/PersonNm11RITA HESTER
IRS990/Form990PartVIISectionAGrp/PersonNm12ENDA BRENNAN
IRS990/Form990PartVIISectionAGrp/PersonNm13FRANK TURNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0129556
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/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXEC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt0149000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03676853
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03676853
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt07188900
IRS990/GrossRentsGrp/RealAmt099533
IRS990/GrossSalesOfInventoryAmt01421653
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt04931
IRS990/InsuranceGrp/ManagementAndGeneralAmt019726
IRS990/InsuranceGrp/ProgramServicesAmt095622
IRS990/InsuranceGrp/TotalAmt0120279
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt042168
IRS990/InventoriesForSaleOrUseGrp/EOYAmt033054
IRS990/InvestmentIncomeGrp/ExclusionAmt028820
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028820
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0424034
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0427969
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02127701
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03446210
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03388011
IRS990/LandBldgEquipCostOrOtherBssAmt05515712
IRS990/LegalDomicileStateCd0CA
IRS990/LessRentalExpensesGrp/RealAmt041240
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0GREY BEARS IMPROVES THE HEALTH AND WELLBEING OF SENIORS THROUGH VOLUNTEERISM AND COMMUNITY PARTICIPATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05386197
IRS990/NetAssetsOrFundBalancesEOYAmt05687960
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt0765748
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0765748
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt058293
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt058293
IRS990/NetUnrlzdGainsLossesInvstAmt0-23871
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05286172
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05552935
IRS990/NoncashContributionsAmt04303121
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt0940
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03762
IRS990/OfficeExpensesGrp/ProgramServicesAmt018234
IRS990/OfficeExpensesGrp/TotalAmt022936
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0141766
IRS990/OtherAssetsTotalGrp/EOYAmt0128114
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04514
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt018055
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt087522
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0110091
IRS990/OtherExpensesGrp/Desc0Program Supplies
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2VEHICLE EXPENSE
IRS990/OtherExpensesGrp/Desc3Repair and Maintenance
IRS990/OtherExpensesGrp/FundraisingAmt09375
IRS990/OtherExpensesGrp/FundraisingAmt13848
IRS990/OtherExpensesGrp/FundraisingAmt23769
IRS990/OtherExpensesGrp/FundraisingAmt33324
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt037501
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115392
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt215078
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt313296
IRS990/OtherExpensesGrp/ProgramServicesAmt0181790
IRS990/OtherExpensesGrp/ProgramServicesAmt174616
IRS990/OtherExpensesGrp/ProgramServicesAmt273090
IRS990/OtherExpensesGrp/ProgramServicesAmt364454
IRS990/OtherExpensesGrp/TotalAmt0228666
IRS990/OtherExpensesGrp/TotalAmt193856
IRS990/OtherExpensesGrp/TotalAmt291937
IRS990/OtherExpensesGrp/TotalAmt381074
IRS990/OtherRevenueMiscGrp/Desc0Gain on Assets Disposal
IRS990/OtherRevenueMiscGrp/ExclusionAmt03500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03500
IRS990/OtherRevenueTotalAmt03500
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt046309
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0185235
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0897937
IRS990/OtherSalariesAndWagesGrp/TotalAmt01129481
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04712
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018846
IRS990/PayrollTaxesGrp/ProgramServicesAmt091358
IRS990/PayrollTaxesGrp/TotalAmt0114916
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt047478
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0109431
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021498
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0TIM BRATTAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc1RECYCLING REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt097225
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1444592
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt097225
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1444592
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05230958
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt04150378
IRS990/PYInvestmentIncomeAmt032489
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0899109
IRS990/PYOtherRevenueAmt0932621
IRS990/PYProgramServiceRevenueAmt0360650
IRS990/PYRevenuesLessExpensesAmt0189687
IRS990/PYSalariesCompEmpBnftPaidAmt01317544
IRS990/PYTotalExpensesAmt06367031
IRS990/PYTotalRevenueAmt06556718
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0325634
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt058293
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0686729
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01130968
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05093577
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05325786
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04981179
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04449364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04778928
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024628834
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt028820
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt032489
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt027214

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,313,034
Liabilities
$625,074
Net assets
$5,687,960
Revenue
$6,491,755
Expenses
$6,166,121
Net income
$325,634
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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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