Civic Intelligence

Belvedere Community Foundation

990 • Fiscal year 2019 • EIN 94-3127427

Oct 01, 2018 to Sep 30, 2019 • Filed on Apr 02, 2020

Organization Profilebelvederecommunityfoundation.com
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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

64th percentile

8.8%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$2,835,173

Up $228,760 (+8.8%) from 2018

Net Assets

Up

$2,835,173

Up $228,760 (+8.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin94th percentile

Revenue

Down

$251,623

Down $102,560 (-29%) from 2018

Expenses

Down

$90,262

Down $68,066 (-43%) from 2018

Net Income

Down

$161,361

Down $34,494 (-18%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

2019

Assets$2,835,173
Liabilities$0
Net Assets$2,835,173
Open 2019 Filing

Operations Trend

Revenue Growth10th percentile

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

2019

Revenue$251,623
Expenses$90,262
Net Income$161,361
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Apr 2, 2020
Return Version
2018v3.1
Gross Receipts
$300,090
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 Belvedere 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$2,606,413$2,835,173▲ $228,760
Investments in Publicly Traded Securities$2,598,904$2,829,189▲ $230,285
Cash and Non-Interest-Bearing Accounts$7,509$5,984▼ $1,525
Total Assets$2,606,413$2,835,173▲ $228,760
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,606,413$2,835,173▲ $228,760
Total Liabilities and Net Assets / Fund Balance$2,606,413$2,835,173▲ $228,760
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Sue HoeschlerPresident
Debbie FisherCo Vice President
Doug PattersonCo Vice President
Anne ButlerTrustee
Betty Gaye ToneyTrustee
Bryan KemnitzerTrustee
Cathy ColeTrustee
Jean CromwellTrustee
John PearsonTrustee
Ken JohnsonTrustee
Mimi CorneliusTrustee
Pat CarapietTrustee
Steve BlockTrustee
Whitney LeeTrustee
Sarah RyanSecretary
Claus LundTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$179,418
Program Service Revenue
$0
Investment Income
$71,735
Other Revenue
$470
All Other Contributions
$179,418
Change in Net Assets
$161,361
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$57,250
Other Expenses$33,012
Total Fundraising Expense$2,302
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$57,250--$57,250
Fees for Service Investment Mgmnt Fees-$11,849-$11,849
Advertising-$5,921-$5,921
Fees for Services Accounting-$4,972-$4,972
Insurance-$4,395-$4,395
Other Expenses-$619$2,302$619
Office Expenses-$300-$300
Total Functional Expenses$57,250$30,710$2,302$90,262
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of BelvedereBelvedere Tiburon, CA-Improvement to Council Chamber Concerts$20,050
Richardson Bay Audubon CenterBelvedere Tiburon, CA-Interpretative signage$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
2020-04-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue Hoeschler
Formed
1991
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
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/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Printing and Publications
IRS990/OtherExpensesGrp/Desc1Taxes and fees
IRS990/OtherExpensesGrp/Desc2Board expenses
IRS990/OtherExpensesGrp/Desc3Other expenses
IRS990/OtherExpensesGrp/FundraisingAmt02302
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02302
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1179
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2173
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3619
IRS990/OtherExpensesGrp/TotalAmt04604
IRS990/OtherExpensesGrp/TotalAmt1179
IRS990/OtherExpensesGrp/TotalAmt2173
IRS990/OtherExpensesGrp/TotalAmt3619
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Sue Hoeschler
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0277975
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0123657
IRS990/PYInvestmentIncomeAmt075473
IRS990/PYOtherExpensesAmt034671
IRS990/PYOtherRevenueAmt0735
IRS990/PYRevenuesLessExpensesAmt0195855
IRS990/PYTotalExpensesAmt0158328
IRS990/PYTotalRevenueAmt0354183
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0161361
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0179418
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0470
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0470
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02606413
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02835173
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0179419
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0277975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt061230
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt067604
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt081943
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0668171
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt070353
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt075473
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt058613
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt069848
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt067162
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0341449
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02286
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0735
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0701
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0509
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04231
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43280
IRS990ScheduleA/PublicSupportPY170Pct00.43170
IRS990ScheduleA/PublicSupportTotal170Amt0438833
IRS990ScheduleA/SubstantialContributorsTotAmt0229338
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0179419
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0277975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt061230
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt067604
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt081943
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0668171
IRS990ScheduleA/TotalSupportAmt01013851
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/CashGrantAmt120050
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Interpretative signage
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Improvement to Council Chamber Concerts
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Richardson Bay Audubon Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1City of Belvedere
IRS990ScheduleI/RecipientTable/RecipientEIN0131624102
IRS990ScheduleI/RecipientTable/RecipientEIN1946000291
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0376 Greenwood Beach Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1450 San Rafael Avenue
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Belvedere Tiburon
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Belvedere Tiburon
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094920
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194920
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization requires thank you notes, report of use, and if applicable, with photos. The 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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02606413
IRS990/TotalAssetsEOYAmt02835173
IRS990/TotalAssetsGrp/BOYAmt02606413
IRS990/TotalAssetsGrp/EOYAmt02835173
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0179418
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02302
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030710
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt057250
IRS990/TotalFunctionalExpensesGrp/TotalAmt090262
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02606413
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02835173
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt057250
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt072205

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,835,173
Liabilities
$0
Net assets
$2,835,173
Revenue
$251,623
Expenses
$90,262
Net income
$161,361
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