Civic Intelligence

Belvedere Community Foundation

990 • Fiscal year 2018 • EIN 94-3127427

Oct 01, 2017 to Sep 30, 2018 • Filed on Jul 27, 2019

Post Office Box 484Belvedere Tiburon, CA 94920

(415) 250-3240

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$2,606,413

Up $267,910 (+11%) from 2017

Net Assets

Up

$2,606,413

Up $267,910 (+11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$354,183

Up $36,842 (+12%) from 2017

Expenses

Up

$158,328

Up $34,989 (+28%) from 2017

Net Income

Up

$195,855

Up $1,853 (+1.0%) from 2017

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: $1,516,564Liabilities 2011: $0Net Assets 2011: $1,516,5642011Assets 2012: $1,763,058Liabilities 2012: $0Net Assets 2012: $1,763,0582012Assets 2013: $1,953,545Liabilities 2013: $0Net Assets 2013: $1,953,5452013Assets 2014: $2,041,165Liabilities 2014: $0Net Assets 2014: $2,041,1652014Assets 2015: $1,974,554Liabilities 2015: $0Net Assets 2015: $1,974,5542015Assets 2016: $2,144,501Liabilities 2016: $0Net Assets 2016: $2,144,5012016Assets 2017: $2,338,503Liabilities 2017: $0Net Assets 2017: $2,338,5032017Assets 2018: $2,606,413Liabilities 2018: $0Net Assets 2018: $2,606,4132018Assets 2019: $2,835,173Liabilities 2019: $0Net Assets 2019: $2,835,1732019Assets 2020: $3,318,271Liabilities 2020: $0Net Assets 2020: $3,318,2712020Assets 2021: $3,378,277Liabilities 2021: $0Net Assets 2021: $3,378,2772021Assets 2022: $2,730,596Liabilities 2022: $0Net Assets 2022: $2,730,5962022Assets 2023: $2,989,160Liabilities 2023: $0Net Assets 2023: $2,989,1602023Assets 2024: $3,093,971Liabilities 2024: $0Net Assets 2024: $3,093,9712024

Highlighted filing

2018

Assets$2,606,413
Liabilities$0
Net Assets$2,606,413

Operations Trend

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

$500K$0-$500K-$1.0M-$1.5MRevenue 2011: $79,336Expenses 2011: $88,507Net Income 2011: -$9,1712011Revenue 2012: $339,716Expenses 2012: $93,222Net Income 2012: $246,4942012Revenue 2013: $294,932Expenses 2013: $104,445Net Income 2013: $190,4872013Revenue 2014: $224,506Expenses 2014: $136,886Net Income 2014: $87,6202014Revenue 2015: $69,017Expenses 2015: $135,628Net Income 2015: -$66,6112015Revenue 2016: $266,232Expenses 2016: $96,285Net Income 2016: $169,9472016Revenue 2017: $317,341Expenses 2017: $123,339Net Income 2017: $194,0022017Revenue 2018: $354,183Expenses 2018: $158,328Net Income 2018: $195,8552018Revenue 2019: $251,623Expenses 2019: $90,262Net Income 2019: $161,3612019Revenue 2020: $132,175Expenses 2020: $151,082Net Income 2020: -$18,9072020Revenue 2021: $160,518Expenses 2021: $343,919Net Income 2021: -$183,4012021Revenue 2022: -$959,258Expenses 2022: $169,874Net Income 2022: -$1,129,1322022Revenue 2023: $178,240Expenses 2023: $151,917Net Income 2023: $26,3232023Revenue 2024: $178,494Expenses 2024: $210,388Net Income 2024: -$31,8942024

Highlighted filing

2018

Revenue$354,183
Expenses$158,328
Net Income$195,855
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jul 27, 2019
Return Version
2017v2.2
Gross Receipts
$354,183
Mission and Program Overview

Mission

To receive citizen contributions which are then spent on local community events and improvements.

To preserve and enhance the quality of life in Belvedere; to form a reserve fund with contributions from all Belvederes citizens; to provide grants to support projects and volunteers working to enhance the quality of life in Belvedere.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,338,503$2,606,413▲ $267,910
Investments in Publicly Traded Securities$1,694,082$2,598,904▲ $904,822
Investments Other Securities$629,804--
Cash and Non-Interest-Bearing Accounts$14,617$7,509▼ $7,108
Total Assets$2,338,503$2,606,413▲ $267,910
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,338,503$2,606,413▲ $267,910
Total Liabilities and Net Assets / Fund Balance$2,338,503$2,606,413▲ $267,910
Compensation and Service Providers

Board Members and Trustees

NameTitle
Leni EcclesPresident
Debbie FisherVice President
Sue HoeschlerVice President
Anne FeinbergTrustee
Betty Gaye ToneyTrustee
Bryan KemnitzerTrustee
Cathy FrymierTrustee
Doug PattersonTrustee
Jean CromwellTrustee
John PearsonTrustee
Mimi CorneliusTrustee
Whitney LeeTrustee
Sarah RyanSecretary
Claus LundTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$277,975
Program Service Revenue
$0
Investment Income
$75,473
Other Revenue
$735
All Other Contributions
$277,975
Change in Net Assets
$195,855
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$123,657
Other Expenses$34,671
Total Fundraising Expense$2,614
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$123,657--$123,657
Fees for Service Investment Mgmnt Fees-$13,503-$13,503
Advertising-$7,511-$7,511
Insurance-$4,395-$4,395
Other Expenses-$1,512$2,614$1,512
Fees for Services Accounting-$1,500-$1,500
Office Expenses-$846-$846
Total Functional Expenses$123,657$32,057$2,614$158,328
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tiburon Peninsula Soccer LeagueBelvedere Tiburon, CA-McKegney field$30,000
City of BelvedereBelvedere Tiburon, CA-Lane Handrail Project Park Concerts$26,500
Tiburon Peninsula FoundationBelvedere Tiburon, CA-Improvements at Old Rail Trail$16,250
Richardson Bay Audubon CenterBelvedere Tiburon, CA-Environmental programs$10,000
Marin VillagesSan Rafael, CA-Transporation for elderly Marin$8,000
The Ranch at Dairy KnollBelvedere Tiburon, CA-Youth programs$6,200
Belvedere Tiburon LibraryBelvedere Tiburon, CA-Library anniversary childrens library$6,000
St Stephens Episcopal ChurchBelvedere Tiburon, CA-Camp Create$5,000
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
No
Subject to proxy tax
No
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
No
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 governing body review Part VI line 11

The executive committee reviews the 990 prior to it being filed per organization by-laws.

Conflict of interest policy compliance Part VI line 12C

The conflict of interest policy for Trustees is followed per organization by-laws.

Governing documents etc available to public Part VI line 19

The public copy of the form 990 is available upon request.

Filing and Contact Details

Filer

Filer Name
Belvedere Community Foundation
EIN
94-3127427
Address
Post Office Box 484, Belvedere Tiburon, CA 94920

Signing Officer

Name
Claus Lund
Title
Treasurer
Phone
4156022186
Signed
2019-07-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leni Eccles
Formed
1991
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
25

Preparer

Firm
Donna Cohen CPA
Address
1116 Lincoln Avenue, San Rafael, CA 94901
Preparer
Donna Cohen
Phone
4154578770
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0195855
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0277975
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0735
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0735
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02338503
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02606413
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0277975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt061230
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt067604
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt081943
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt063170
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0551922
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt075473
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt058613
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt069848
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt067162
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt052956
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0324052
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0735
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0701
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0509
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01514
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03459
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43170
IRS990ScheduleA/PublicSupportPY170Pct00.48230
IRS990ScheduleA/PublicSupportTotal170Amt0379689
IRS990ScheduleA/SubstantialContributorsTotAmt0172233
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0277975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt061230
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt067604
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt081943
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt063170
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0551922
IRS990ScheduleA/TotalSupportAmt0879433
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt126500
IRS990ScheduleI/RecipientTable/CashGrantAmt230000
IRS990ScheduleI/RecipientTable/CashGrantAmt35000
IRS990ScheduleI/RecipientTable/CashGrantAmt416250
IRS990ScheduleI/RecipientTable/CashGrantAmt56200
IRS990ScheduleI/RecipientTable/CashGrantAmt66000
IRS990ScheduleI/RecipientTable/CashGrantAmt78000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Environmental programs
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Lane Handrail Project Park Concerts
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2McKegney field
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Camp Create
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Improvements at Old Rail Trail
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Youth programs
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Library anniversary childrens library
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7Transporation for elderly Marin
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Richardson Bay Audubon Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1City of Belvedere
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Tiburon Peninsula Soccer League
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3St Stephens Episcopal Church
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Tiburon Peninsula Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5The Ranch at Dairy Knoll
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Belvedere Tiburon Library
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7Marin Villages
IRS990ScheduleI/RecipientTable/RecipientEIN0131624102
IRS990ScheduleI/RecipientTable/RecipientEIN1946000291
IRS990ScheduleI/RecipientTable/RecipientEIN2942853305
IRS990ScheduleI/RecipientTable/RecipientEIN3352534482
IRS990ScheduleI/RecipientTable/RecipientEIN4237035666
IRS990ScheduleI/RecipientTable/RecipientEIN5942796290
IRS990ScheduleI/RecipientTable/RecipientEIN6680280522
IRS990ScheduleI/RecipientTable/RecipientEIN7270281669
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0376 Greenwood Beach Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1450 San Rafael Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO Box 514
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt33 Bayview Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO Box 210
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5600 Neds Way
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO Box 483
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt74340 Redwood Highway F-142
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Belvedere Tiburon
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Belvedere Tiburon
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Belvedere Tiburon
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Belvedere Tiburon
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Belvedere Tiburon
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Belvedere Tiburon
IRS990ScheduleI/RecipientTable/USAddress/CityNm6Belvedere Tiburon
IRS990ScheduleI/RecipientTable/USAddress/CityNm7San Rafael
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094920
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194920
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294920
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd394920
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd494920
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd594920
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd694920
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd794903
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization maintains records to substantiate the amount, eligibility and selection criteria for grants awarded.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The executive committee reviews the 990 prior to it being filed per organization by-laws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The conflict of interest policy for Trustees is followed per organization by-laws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The public copy of the form 990 is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02338503
IRS990/TotalAssetsEOYAmt02606413
IRS990/TotalAssetsGrp/BOYAmt02338503
IRS990/TotalAssetsGrp/EOYAmt02606413
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0277975

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.18$0.21$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.18$0.15$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.96$0.17$1.13
2021Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.16$0.34$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.13$0.15$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.25$0.09$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.35$0.16$0.20
2017Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.32$0.12$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.27$0.10$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.07$0.14$0.07
2014Summary only. Only limited summary data is available for this year.$2.04$0.00$2.04$0.22$0.14$0.09
2013Summary only. Only limited summary data is available for this year.$1.95$0.00$1.95$0.29$0.10$0.19
2012Summary only. Only limited summary data is available for this year.$1.76$0.00$1.76$0.34$0.09$0.25
2011Summary only. Only limited summary data is available for this year.$1.52$0.00$1.52$0.08$0.09$0.01