Civic Intelligence

California Humanities

990 • Fiscal year 2015 • EIN 94-2952469

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 01, 2016

538 9th StreetOakland, CA 94607

(415) 391-1474

Siviq Scores

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

Liabilities / Assets

75th percentile

0.41x

Higher debt load relative to assets than 75% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

64th percentile

0.22x

Higher debt load relative to revenue than 64% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

45th percentile

1.1%

Higher net margin than 45% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

88th percentile

$180,108

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

65th percentile

5.7%

Faster asset growth than 65% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

43rd percentile

0.8%

Faster revenue growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,283,337

Up $68,653 (+5.7%) from 2014

Net Assets

Up

$752,334

Up $35,217 (+4.9%) from 2014

Liabilities

Up

$531,003

Up $33,436 (+6.7%) from 2014

Revenue

Up

$2,408,875

Up $19,551 (+0.8%) from 2014

Expenses

Down

$2,382,464

Down $164,762 (-6.5%) from 2014

Net Income

Up

$26,411

Up $184,313 (+117%) from 2014

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,310,237Liabilities 2011: $428,036Net Assets 2011: $882,2012011Assets 2012: $1,526,860Liabilities 2012: $632,079Net Assets 2012: $894,7812012Assets 2013: $1,787,258Liabilities 2013: $912,239Net Assets 2013: $875,0192013Assets 2014: $1,214,684Liabilities 2014: $497,567Net Assets 2014: $717,1172014Assets 2015: $1,283,337Liabilities 2015: $531,003Net Assets 2015: $752,3342015Assets 2016: $1,383,481Liabilities 2016: $609,313Net Assets 2016: $774,1682016Assets 2017: $1,783,107Liabilities 2017: $821,331Net Assets 2017: $961,7762017Assets 2018: $1,863,896Liabilities 2018: $894,587Net Assets 2018: $969,3092018Assets 2019: $2,716,228Liabilities 2019: $1,152,509Net Assets 2019: $1,563,7192019Assets 2020: $2,080,041Liabilities 2020: $1,159,266Net Assets 2020: $920,7752020Assets 2021: $2,781,512Liabilities 2021: $1,024,068Net Assets 2021: $1,757,4442021Assets 2022: $3,232,677Liabilities 2022: $1,418,803Net Assets 2022: $1,813,8742022Assets 2023: $2,391,984Liabilities 2023: $1,522,153Net Assets 2023: $869,8312023Assets 2024: $1,943,658Liabilities 2024: $1,104,084Net Assets 2024: $839,5742024

Highlighted filing

2015

Assets$1,283,337
Liabilities$531,003
Net Assets$752,334

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,105,167Expenses 2011: $3,053,895Net Income 2011: $51,2722011Revenue 2012: $3,302,441Expenses 2012: $3,289,861Net Income 2012: $12,5802012Revenue 2013: $2,818,311Expenses 2013: $2,838,073Net Income 2013: -$19,7622013Revenue 2014: $2,389,324Expenses 2014: $2,547,226Net Income 2014: -$157,9022014Revenue 2015: $2,408,875Expenses 2015: $2,382,464Net Income 2015: $26,4112015Revenue 2016: $2,513,554Expenses 2016: $2,514,063Net Income 2016: -$5092016Revenue 2017: $2,920,444Expenses 2017: $2,732,836Net Income 2017: $187,6082017Revenue 2018: $2,991,156Expenses 2018: $2,983,623Net Income 2018: $7,5332018Revenue 2019: $3,895,471Expenses 2019: $3,301,061Net Income 2019: $594,4102019Revenue 2020: $4,115,195Expenses 2020: $4,758,139Net Income 2020: -$642,9442020Revenue 2021: $6,891,682Expenses 2021: $6,055,013Net Income 2021: $836,6692021Revenue 2022: $3,719,623Expenses 2022: $3,663,193Net Income 2022: $56,4302022Revenue 2023: $3,163,451Expenses 2023: $4,107,494Net Income 2023: -$944,0432023Revenue 2024: $3,414,639Expenses 2024: $3,444,896Net Income 2024: -$30,2572024

Highlighted filing

2015

Revenue$2,408,875
Expenses$2,382,464
Net Income$26,411
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 1, 2016
Return Version
2015v2.0
Gross Receipts
$2,408,875
Mission and Program Overview

Mission

California humanities was founded in 1975 with a defined mission to connect californians to ideas and one another in order to understand our shared heritage and diverse cultures, inspire civic participation, and shape our future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$882,276$870,725▼ $11,551
Pledges and Grants Receivable$275,439$282,800▲ $7,361
Cash and Non-Interest-Bearing Accounts$24,660$61,927▲ $37,267
Land, Buildings, and Equipment, Net$4,956$40,189▲ $35,233
Prepaid Expenses and Deferred Charges$7,108$20,625▲ $13,517
Accounts Receivable$20,245$0▼ $20,245
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,214,684$1,283,337▲ $68,653
Other Assets Total-$7,071-
Liabilities
Grants Payable$380,557$445,628▲ $65,071
Accounts Payable and Accrued Expenses$117,010$85,375▼ $31,635
Total Liabilities$497,567$531,003▲ $33,436
Net Assets / Fund Balance
Unrestricted Net Assets$670,331$680,398▲ $10,067
Temporarily Rstr Net Assets$14,850$40,000▲ $25,150
Permanently Rstr Net Assets$31,936$31,936→ $0
Total Net Assets Fund Balance$717,117$752,334▲ $35,217
Total Liabilities and Net Assets / Fund Balance$1,214,684$1,283,337▲ $68,653

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$25,189$13,220$38,409
Leasehold Improvements$15,000-$15,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$31,936-▲ $58$58$31,936
2014$31,936-▲ $35$35$31,936
2013$31,936-▲ $35$35$31,936
2012$31,836-▲ $48$48$31,936
2011$31,836$100▲ $73$73$31,836
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie FryPresident & CEOFT$161,250$18,858$180,108
Chris SutherlandPast Pres & CEOFT$36,258-$36,258

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,407,456
Program Service Revenue
$0
Investment Income
$1,419
Other Revenue
$0
All Other Contributions
$174,571
Change in Net Assets
$26,411

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,408,875
Revenue Not Reported on Form 990
$82,520
Total Revenue per Audited Statements
$2,491,395
Total Revenue per Form 990
$2,408,875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$907,098
Grants and Similar Amounts Paid$773,994
Other Expenses$701,372
Total Fundraising Expense$180,303
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$773,994--$773,994
Other Salaries and Wages$309,213$162,779$70,987$542,979
Fees for Services Other$58,364$145,200$13,702$217,266
Current Officers, Directors, Trustees, and Key Employees$99,844$71,495$45,027$216,366
Fees for Services Accounting-$110,500-$110,500
Occupancy$65,356$26,783$14,565$106,704
Travel$13,474$61,795$4,856$80,125
Other Employee Benefits$31,816$16,655$8,272$56,743
Payroll Taxes$30,492$15,886$8,706$55,084
Office Expenses$5,780$38,467$6,510$50,757
Advertising-$41,400$150$41,550
Pension Plan Contributions$20,492$10,794$4,640$35,926
Information Technology$11,353$14,701$2,500$28,554
Other Expenses-$10,010$388$10,010
Depreciation Depletion-$4,286-$4,286
Conferences and Meetings$1,750$2,148-$3,898
Insurance-$1,274-$1,274
Total Functional Expenses$1,421,928$780,233$180,303$2,382,464

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,456,178
Expenses per Audited Statements$2,382,464
Total Expenses per Form 990$2,382,464
Expenses Not Reported on Form 990$73,714
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Francisco Film SocietySan Francisco, CA501(c)(3)CDP Production, R&D$90,000
Media Arts Center San DiegoSan Diego, CA501(c)(3)CPD Production; Community Stories$64,994
Camera News IncNew York, NY501(c)(3)CPD Production$40,000
Independent Arts & MediaSan Francisco, CA501(c)(3)CPD Production, R&D$40,000
Openhood IncOakland, CA501(c)(3)Production$40,000
Pasadena Arts CouncilPasadena, CA501(c)(3)CPD Production; Community Stories$40,000
Women Make Movies IncNew York, NY501(c)(3)CDP Production$30,000
Bay Area Video CoalitionSan Francisco, CA501(c)(3)Community Stories, CDP Production$20,000
KCET - Community TV of SoCalBurbank, CA501(c)(3)Production$20,000
Katahdin Foundation IncBerkeley, CA501(c)(3)Production$20,000
Asian Story HistorySan Diego, CA501(c)(3)Community Stories$10,000
CA Inst for Rural StudiesDavis, CA501(c)(3)Community Stories$10,000
CSU East Bay FoundationHayward, CA501(c)(3)Community Stories$10,000
CSU Fullerton Aux Svcs CorpFullerton, CA501(c)(3)Community Stories$10,000
CSU NorthridgeNorthridge, CA501(c)(3)Community Stories$10,000
CSU San BernardinoSan Bernardino, CA501(c)(3)Community Stories$10,000
Cante Sica FoundationLos Angeles, CA501(c)(3)Community Stories$10,000
Catticus CorporationBerkeley, CA501(c)(3)CDP Production, R&D$10,000
Center for Community AdvocacySalinas, CA501(c)(3)Community Stories$10,000
ChicanaLatina FoundationBurlingame, CA501(c)(3)Community Stories$10,000
Community Agroecology NetworkSanta Cruz, CA501(c)(3)Community Stories$10,000
Community PartnersLos Angeles, CA501(c)(3)Community Stories$10,000
Ctr for Asian American MediaSan Francisco, CA501(c)(3)Community Stories$10,000
GameTrain Learning IncRedondo Beach, CA501(c)(3)Community Stories$10,000
Go For Broke Natl Ed CenterTorrance, CA501(c)(3)Community Stories$10,000
Graton Day Labor CenterGraton, CA501(c)(3)Community Stories$10,000
Heidi Duckler Dance TheaterLos Angeles, CA501(c)(3)Community Stories$10,000
HeydayBerkeley, CA501(c)(3)Community Stories$10,000
Interfaze Educational ProdBerkeley, CA501(c)(3)Production, R&D$10,000
Intersection for the ArtsSan Francisco, CA501(c)(3)Community Stories$10,000
Intl Documentary AssociationLos Angeles, CA501(c)(3)CDP Research & Development$10,000
Islamic ScholarshipBerkeley, CA501(c)(3)Community Stories$10,000
Kern Community CollegeBakersfield, CA501(c)(3)Community Stories$10,000
Mid-Peninsula Community MediaPalo Alto, CA501(c)(3)Community Stories$10,000
Natl Alliance for Media ArtsOakland, CA501(c)(3)Community Stories$10,000
Pomona CollegeClaremont, CA501(c)(3)Community Stories$10,000
Regents of UC Los AngelesLos Angeles, CA501(c)(3)Community Stories$10,000
SDSU Research FoundationSan Diego, CA501(c)(3)Community Stories$10,000
San Dieguito HeritageEncinitas, CA501(c)(3)Community Stories$10,000
Santa Monica College FdnSanta Monica, CA501(c)(3)Community Stories$10,000
Self Help Graphics and ArtLos Angeles, CA501(c)(3)Community Stories$10,000
So CA Library-Social StudiesLos Angeles, CA501(c)(3)Community Stories$10,000
The 1947 Partition ArchiveBerkeley, CA501(c)(3)Community Stories$10,000
Univeristy Corp Monterey BaySeaside, CA501(c)(3)Community Stories$10,000
West of West CenterFresno, CA501(c)(3)Community Stories$10,000
Zen Hospice ProjectSan Francisco, CA501(c)(3)Community Stories$10,000
La Habra High School TheaterLa Habra, CA501(c)(3)Community Stories$9,000
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
Yes
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
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, Line 11B: Form 990 Review Process

The Executive Director, CFO and Finance Committee chairs reviews the Form 990 prior to filing with the IRS.

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

We have board and staff members complete conflict of interest forms every year. If there are any business activities (grant application reviews, for example) that involve board or staff, and a conflict of interest arises, that board or staff member is excused from the discussion and vote

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

Board executive committee determines CEO compensation based on comparable positions and comparable organizations in labor market.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

CEO works in collaboration with outsourced CFO and Human Resource Consultant for officer/key employee compensation based on comparable positions and comparable organizations in the labor market.

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

Available upon request.

Filing and Contact Details

Filer

Filer Name
California Humanities
EIN
94-2952469
Phone
4153911474
Address
538 9th Street, Oakland, CA 94607

Signing Officer

Name
Julie Fry
Title
President & CEO
Signed
2016-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Fry
Formed
1984
Legal Domicile
CA
Voting Board Members
25
Independent Board Members
25
Employees
21
Volunteers
25

Preparer

Firm
Crosby & Kaneda CPAs
Address
1970 Broadway STE 930, Oakland, CA 94612
Preparer
Adele Kaneda
Phone
5108352727
Supplemental Narrative

Additional Explanations

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

OTHER PROGRAM SERVICES 4: All other programs put on or supported by California Humanities.

Other Changes In Net Assets Or Fund Balances - Other Increases

Recovery of prior year grants = $8806

Financial Statement Notes

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

The earnings of the Endowment Fund are to be used to support programmatic and operational expenses of the organization, at the discretion of the Organizations management.

Part X : FIN48 Footnote

The Organization has evaluated its current tax positions as of December 31, 2015 and is not aware of any significant uncertain tax positions for which a reserve would be necessary.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm7Cynthia Cotharn
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Director
IRS990/Form990PartVIISectionAGrp/TitleTxt25President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt26Past Pres & CEO
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$1.10$0.84$3.41$3.44$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.39$1.52$0.87$3.16$4.11$0.94
2022Detailed filing. Detailed filing data is available for this year.$3.23$1.42$1.81$3.72$3.66$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.78$1.02$1.76$6.89$6.06$0.84
2020Detailed filing. Detailed filing data is available for this year.$2.08$1.16$0.92$4.12$4.76$0.64
2019Detailed filing. Detailed filing data is available for this year.$2.72$1.15$1.56$3.90$3.30$0.59
2018Detailed filing. Detailed filing data is available for this year.$1.86$0.89$0.97$2.99$2.98$0.01
2017Summary only. Only limited summary data is available for this year.$1.78$0.82$0.96$2.92$2.73$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.61$0.77$2.51$2.51$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.53$0.75$2.41$2.38$0.03
2014Summary only. Only limited summary data is available for this year.$1.21$0.50$0.72$2.39$2.55$0.16
2013Summary only. Only limited summary data is available for this year.$1.79$0.91$0.88$2.82$2.84$0.02
2012Summary only. Only limited summary data is available for this year.$1.53$0.63$0.89$3.30$3.29$0.01
2011Summary only. Only limited summary data is available for this year.$1.31$0.43$0.88$3.11$3.05$0.05