Civic Intelligence

Grey Bears

990 • Fiscal year 2023 • EIN 94-2298681

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 22, 2024

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

33rd percentile

0.07x

Higher debt load relative to assets than 33% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

23rd percentile

0.07x

Higher debt load relative to revenue than 23% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

49th percentile

3.4%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

21st percentile

$93,328

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

53rd percentile

7.1%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-4.7%

Faster revenue growth than 31% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Flat

$8,694,207

Flat from 2023

Net Assets

Flat

$8,103,089

Flat from 2023

Liabilities

Flat

$591,118

Flat from 2023

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin49th percentile

Revenue

Flat

$8,184,695

Flat from 2023

Expenses

Flat

$7,903,166

Flat from 2023

Net Income

Flat

$281,529

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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 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

2023

Assets$8,694,207
Liabilities$591,118
Net Assets$8,103,089
Open 2023 Filing

Operations Trend

Revenue Growth31st 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 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

2023

Revenue$8,184,695
Expenses$7,903,166
Net Income$281,529
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 22, 2024
Return Version
2022v5.0
Gross Receipts
$11,102,752
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
Investments in Publicly Traded Securities$2,987,122$3,745,989▲ $758,867
Land, Buildings, and Equipment, Net$3,248,552$3,255,187▲ $6,635
Cash and Non-Interest-Bearing Accounts$1,159,660$1,085,449▼ $74,211
Pledges and Grants Receivable$299,651$174,315▼ $125,336
Accounts Receivable$105,443$87,359▼ $18,084
Inventories for Sale or Use$53,737$53,915▲ $178
Prepaid Expenses and Deferred Charges$2,691$22,717▲ $20,026
Savings and Temporary Cash Investments-$0-
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$8,120,085$8,694,207▲ $574,122
Other Assets Total$263,229$269,276▲ $6,047
Liabilities
Accounts Payable and Accrued Expenses$256,471$281,817▲ $25,346
Unsecured Notes Loans Payable$157,809$157,710▼ $99
Other Liabilities$91,031$94,170▲ $3,139
Deferred Revenue$54,150$57,421▲ $3,271
Total Liabilities$559,461$591,118▲ $31,657
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,380,599$7,933,064▲ $552,465
Net Assets With Donor Restrictions$180,025$170,025▼ $10,000
Total Net Assets Fund Balance$7,560,624$8,103,089▲ $542,465
Total Liabilities and Net Assets / Fund Balance$8,120,085$8,694,207▲ $574,122

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,324,294$977,118$2,301,412
Land$1,565,344-$1,565,344
Equipment$189,460$779,699$969,159
Leasehold Improvements$166,603$605,280$771,883
Other Land Buildings$9,486$219,384$228,870
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa NobleAcctng ManagerFT$93,328$93,328
Jennifer MerchantExecutive DirectorFT$91,330$91,330

Board Members and Trustees

NameTitle
Pamela B GoodmanPresident
LESLIE O'MALLEYVice President
Dan ReedDirector
Joe JaconetteDirector
John PresleighDirector
Kathy HormelDirector
Keith CollinsDirector
Rita HesterDirector
Thomas ParkerDirector
Ventura LeonDirector
Rachael KatzSecretary
Reed GeisreiterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,115,915
Program Service Revenue
$499,665
Investment Income
$-20,325
Other Revenue
$1,589,440
All Other Contributions
$5,797,532
Change in Net Assets
$281,529

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table-$2,283,428Fair Market Value (FMV)
Food Inventory2$2,118,498Fair Market Value (FMV)
Clothing and Household Goods-$800,990-
Total Noncash Contributions2$5,202,916-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,225,650
Revenue Not Reported on Financial Statements
$-40,955
Revenue Not Reported on Form 990
$411,149
Other Revenue Adjustments
$-40,955
Total Revenue per Audited Statements
$8,636,799
Total Revenue per Form 990
$8,184,695
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,401,926
Salaries, Compensation, and Employee Benefits$2,171,609
Other Expenses$1,329,631
Total Fundraising Expense$116,412
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$4,401,926--$4,401,926
Other Salaries and Wages$1,547,450$66,042$62,675$1,676,167
All Other Expenses$225,692$20,815$5,203$251,710
Current Officers, Directors, Trustees, and Key Employees-$184,658-$184,658
Other Employee Benefits$129,634$22,060$5,515$157,209
Payroll Taxes$126,910$21,332$5,333$153,575
Depreciation Depletion$109,407$14,760$3,690$127,857
Insurance$92,340$13,006$3,252$108,598
Other Expenses$70,368$14,376$3,594$88,338
Fees for Services Accounting-$70,368-$70,368
Office Expenses$42,007$8,649$2,162$52,818
Travel$23,370$4,284$1,071$28,725
Advertising$9,616$1,984$495$12,095
Total Functional Expenses$7,250,734$536,020$116,412$7,903,166

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,094,334
Expenses per Audited Statements$7,903,166
Total Expenses per Form 990$7,903,166
Expenses Not Reported on Form 990$191,168
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Outstanding Crv Vouchers$69,129
Lease Liability$25,041
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, Section B, Line 11B

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

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

“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, Section B, Line 15A

“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, Section C, Line 19

“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
Jennifer Merchant
Title
Exec Director
Signed
2024-04-22
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
68
Volunteers
850

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 $40955”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,694,207
Liabilities
$591,118
Net assets
$8,103,089
Revenue
$8,184,695
Expenses
$7,903,166
Net income
$281,529
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
2023Detailed filing. Detailed filing data is available for this year.$8.69$0.59$8.10$8.18$7.90$0.28
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
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