Civic Intelligence

Friends of Sutters Fort Inc.

990 • Fiscal year 2013 • EIN 94-2608741

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

2701 L Street95816

(916) 445-5527

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

97th percentile

$76,139

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 27.7% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

79th percentile

31%

Faster asset growth than 79% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$393,097

Up $92,503 (+31%) from 2012

Net Assets

Up

$387,881

Up $88,730 (+30%) from 2012

Liabilities

Up

$5,216

Up $3,773 (+261%) from 2012

Revenue

$275,159

No earlier filing loaded for comparison.

Expenses

Down

$211,429

Down $967 (-0.5%) from 2012

Net Income

$63,730

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $225,561Liabilities 2010: $452Net Assets 2010: $225,1092010Assets 2011: $250,045Liabilities 2011: $478Net Assets 2011: $249,5672011Assets 2012: $300,594Liabilities 2012: $1,443Net Assets 2012: $299,1512012Assets 2013: $393,097Liabilities 2013: $5,216Net Assets 2013: $387,8812013Assets 2014: $403,264Liabilities 2014: $3,995Net Assets 2014: $399,2692014Assets 2015: $493,024Liabilities 2015: $18,413Net Assets 2015: $474,6112015Assets 2016: $712,464Liabilities 2016: $44,143Net Assets 2016: $668,3212016Assets 2017: $593,731Liabilities 2017: $41,975Net Assets 2017: $551,7562017Assets 2018: $574,715Liabilities 2018: $33,175Net Assets 2018: $541,5402018Assets 2019: $552,998Liabilities 2019: $44,836Net Assets 2019: $508,1622019Assets 2020: $499,708Liabilities 2020: $20,359Net Assets 2020: $479,3492020Assets 2021: $418,335Liabilities 2021: $18,735Net Assets 2021: $399,6002021Assets 2022: $356,844Liabilities 2022: $21,638Net Assets 2022: $335,2062022Assets 2023: $253,143Liabilities 2023: $17,745Net Assets 2023: $235,3982023Assets 2024: $209,077Liabilities 2024: $42,695Net Assets 2024: $166,3822024

Highlighted filing

2013

Assets$393,097
Liabilities$5,216
Net Assets$387,881

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $172,0352010Expenses 2011: $188,1062011Expenses 2012: $212,3962012Revenue 2013: $275,159Expenses 2013: $211,429Net Income 2013: $63,7302013Revenue 2014: $255,056Expenses 2014: $243,668Net Income 2014: $11,3882014Revenue 2015: $932,396Expenses 2015: $854,021Net Income 2015: $78,3752015Revenue 2016: $514,855Expenses 2016: $321,145Net Income 2016: $193,7102016Revenue 2017: $326,404Expenses 2017: $442,969Net Income 2017: -$116,5652017Revenue 2018: $303,256Expenses 2018: $313,472Net Income 2018: -$10,2162018Revenue 2019: $276,871Expenses 2019: $310,249Net Income 2019: -$33,3782019Revenue 2020: $86,661Expenses 2020: $115,474Net Income 2020: -$28,8132020Revenue 2021: $33,860Expenses 2021: $113,609Net Income 2021: -$79,7492021Revenue 2022: $114,818Expenses 2022: $179,212Net Income 2022: -$64,3942022Revenue 2023: $152,675Expenses 2023: $252,483Net Income 2023: -$99,8082023Revenue 2024: $116,943Expenses 2024: $190,407Net Income 2024: -$73,4642024

Highlighted filing

2013

Revenue$275,159
Expenses$211,429
Net Income$63,730
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$392,960
Mission and Program Overview

Mission

The Organization is a cooperating association which supports the educational, historical and interpretive programs of Sutter's Fort State Historic Park which is proudly operated by California State Parks.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$239,682$305,000▲ $65,318
Inventories for Sale or Use$50,204$43,725▼ $6,479
Savings and Temporary Cash Investments$8,461$38,621▲ $30,160
Land, Buildings, and Equipment, Net$1,602$5,751▲ $4,149
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$300,594$393,097▲ $92,503
Other Assets Total$645$0▼ $645
Liabilities
Accounts Payable and Accrued Expenses$1,443$5,216▲ $3,773
Total Liabilities$1,443$5,216▲ $3,773
Net Assets / Fund Balance
Unrestricted Net Assets$288,579$375,578▲ $86,999
Temporarily Rstr Net Assets$10,572$12,303▲ $1,731
Total Net Assets Fund Balance$299,151$387,881▲ $88,730
Total Liabilities and Net Assets / Fund Balance$300,594$393,097▲ $92,503

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,067$1,285$6,352
Equipment$684$3,903$4,587
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lisa C MealoyExecutive DirecFT$76,139$76,139

Board Members and Trustees

NameTitle
Ron SutterChair
Lisa MartinezVice Chair/Trea
Elizabeth StudebakerBoard Director
Eric RawlingsBoard Director
Steve PreyBoard Director
LaRena HannonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,066
Program Service Revenue
$145,183
Investment Income
$160
Other Revenue
$124,750
All Other Contributions
$5,066
Change in Net Assets
$63,730
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$122,835
Other Expenses$88,494
Total Fundraising Expense$9,599
Grants and Similar Amounts Paid$100
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$57,104$11,421$7,614$76,139
Other Salaries and Wages$32,637$1,734$310$34,681
All Other Expenses$19,897$565$207$20,669
Payroll Taxes$8,136$1,087$631$9,854
Fees for Services Accounting$6,124$721$360$7,205
Other Expenses$4,231--$4,231
Fees for Services Other$2,646$311$156$3,113
Pension Plan Contributions$1,621$324$216$2,161
Insurance$1,785$210$105$2,100
Depreciation Depletion$1,077$854-$1,931
Grants to Domestic Orgs$100--$100
Office Expenses$43--$43
Total Functional Expenses$184,603$17,227$9,599$211,429
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,956
Fundraising Direct Expenses$9,083
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$21,956$21,956$9,083$12,873
Total Events$21,956$21,956$9,083$12,873
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
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
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 6: Explanation of Classes of Members or Shareholder

Individuals may join the Organization as a member in order to receive complimentary admission to Sutter's Fort State Historic Park, a 10% discount on items purchased at the Sutter's Ford Trade Store, and a Quarterly Newsletter with historic information and special event updates. At premium membership levels additional items are given such as a Sutter's Fort SHP Pin and VIP invitations to members only special events.

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

The Executive Director reviews the Organization's exempt return before it is electronically filed.

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

The Executive Director monitors for any possible conflicts of interest between the Organization and any Board Members.

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

The Board of Directors reviewed comparable pay grade scales for other similar executive director positions of similar size not-for-profit organizations in the Sacramento and Northern California region. The Board of Directors also reviewed the executive director compensation level in consultation with the California State Parks District Superintendent in charge of Sutter's Fort State Historic Park.

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

All governing documents that are required to be made public are available for inspection at the office of the Organization. In addition, all requests for copies of the governing documents are provided to any requester as required by Federal law.

Filing and Contact Details

Filer

EIN
94-2608741
Phone
9164455527

Signing Officer

Name
Lisa C Mealoy
Title
Executive Direc
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ron Sutter
Formed
1979
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
6
Volunteers
6

Preparer

Preparer
Omar R Bardales
Phone
9164279160
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: The Hands-on-History Program provides visitors with the opportunity to view the Sutter's Fort Collection which is the largest repository of original source Donner Party material in existence. Visitors can view replicas of these rarely seen original documents and hear the mysterious and haunting stories that have fallen through the cracks. Visitors are able to pack a wagon or write in their journal with a quill pen, or make a corn husk or rag doll and create their own pioneer souvenir item. The Simple Emigrant Christmas presents several vignettes showing holiday scenes, including foods, music, decorations, and traditions from other cultures from around the world. People from around the world passed through the gates of Sutter's Fort, each with their own customs and traditions for the holiday season. OTHER PROGRAM SERVICES 5: The "Sutter's Fort or Bust" program is a 45 minute hands-on interactive program that tells the story of Sutter's Fort as the first mall of California. The program explains why so many people from diverse backgrounds made Sutter's Fort their destination. It begins with the arrival of John Sutter who became a land owner and farmer and talks about his journey to get here. The program discusses the various trades that made Sutter's Fort a destination. One will also find how Sutter impacted California by inviting people from all over the world to start a new life in California. There is also a question and answer station to conclude the program. This program is specifically geared toward children. Students participate at various levels at each station and is suitable for grades 4 through 6.

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IRS990/ProgramServiceRevenueGrp/Desc4Trader's Faire
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Environmental Living Program (ELP) is the beloved "Sutter's Fort Overnight" that has lent its magic to the Fort since 1976. This is a special program that allows children to "live" history. Available to school and home school groups, the students, along with their teacher and trained parent helpers, spend 24 hours portraying characters of 1840's California and partake in the various trades, activities, and entertainment of the era.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt026213
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IRS990/ProgSrvcAccomActy3Grp/Desc0Each October "The River Trip" program brings California history to life for one week in the city of Red Bluff, CA and one week in the town of Colusa, CA. During the Living History program, students and their classmates are transported back in time to an 1840's fur trapping camp along the Sacramento River. The class experiences four interpretive stations that make up the complex operations of the "Trapper's Camp". This program allows children to reenact the pioneer life in California before the Gold Rush.
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04587
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.43$1.66$1.17$1.90$0.73
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.18$2.35$1.53$2.52$1.00
2022Detailed filing. Detailed filing data is available for this year.$3.57$0.22$3.35$1.15$1.79$0.64
2021Detailed filing. Detailed filing data is available for this year.$4.18$0.19$4.00$0.34$1.14$0.80
2020Detailed filing. Detailed filing data is available for this year.$5.00$0.20$4.79$0.87$1.15$0.29
2019Detailed filing. Detailed filing data is available for this year.$5.53$0.45$5.08$2.77$3.10$0.33
2018Detailed filing. Detailed filing data is available for this year.$5.75$0.33$5.42$3.03$3.13$0.10
2017Detailed filing. Detailed filing data is available for this year.$5.94$0.42$5.52$3.26$4.43$1.17
2016Detailed filing. Detailed filing data is available for this year.$7.12$0.44$6.68$5.15$3.21$1.94
2015Detailed filing. Detailed filing data is available for this year.$4.93$0.18$4.75$9.32$8.54$0.78
2014Detailed filing. Detailed filing data is available for this year.$4.03$0.04$3.99$2.55$2.44$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.93$0.05$3.88$2.75$2.11$0.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$0.01$2.99$2.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$0.00$2.50$1.88
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.00$2.25$1.72