Civic Intelligence

Symons Family Fund

EIN 94-3183623 • 501(c)3 • Sonora, CA

Profile

The Mission of the Symons Family Fund is to benefit, perform the functions of, and carry out the purposes of the Sonora Area Foundation that engage in charitable activities which benefit the residents of Tuolumne County, California.

362 S Stewart StSonora, CA 95370

www.sonora-area.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.18x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

1.42x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-87%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$201,028

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 100.4% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

48th percentile

2.9%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

24%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$1,605,600

Up $45,143 (+2.9%) from 2023

Liabilities

Up

$283,997

Up $168,359 (+146%) from 2023

Net Assets

Down

$1,321,603

Down $123,216 (-8.5%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin4th percentile

Revenue

Up

$200,233

Up $38,297 (+24%) from 2023

Expenses

Up

$374,680

Up $149,857 (+67%) from 2023

Net Income

Down

-$174,447

Down $111,560 (-177%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $1,208,421Liabilities 2010: $137,086Net Assets 2010: $1,071,3352010Assets 2011: $1,126,516Liabilities 2011: $67,932Net Assets 2011: $1,058,5842011Assets 2012: $1,584,258Liabilities 2012: $148,500Net Assets 2012: $1,435,7582012Assets 2013: $1,504,435Liabilities 2013: $157,325Net Assets 2013: $1,347,1102013Assets 2014: $1,464,072Liabilities 2014: $174,769Net Assets 2014: $1,289,3032014Assets 2015: $1,513,922Liabilities 2015: $92,234Net Assets 2015: $1,421,6882015Assets 2016: $2,161,513Liabilities 2016: $113,482Net Assets 2016: $2,048,0312016Assets 2017: $2,413,140Liabilities 2017: $138,757Net Assets 2017: $2,274,3832017Assets 2018: $1,910,627Liabilities 2018: $216,423Net Assets 2018: $1,694,2042018Assets 2019: $1,919,229Liabilities 2019: $281,648Net Assets 2019: $1,637,5812019Assets 2020: $1,814,736Liabilities 2020: $277,121Net Assets 2020: $1,537,6152020Assets 2021: $1,780,610Liabilities 2021: $314,500Net Assets 2021: $1,466,1102021Assets 2022: $1,664,112Liabilities 2022: $239,476Net Assets 2022: $1,424,6362022Assets 2023: $1,560,457Liabilities 2023: $115,638Net Assets 2023: $1,444,8192023Assets 2024: $1,605,600Liabilities 2024: $283,997Net Assets 2024: $1,321,6032024

Highlighted filing

2024

Assets$1,605,600
Liabilities$283,997
Net Assets$1,321,603
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2010: -$5,432Expenses 2010: $627,089Net Income 2010: -$632,5212010Expenses 2011: $634,3392011Expenses 2012: $660,6232012Revenue 2013: $209,978Expenses 2013: $326,119Net Income 2013: -$116,1412013Revenue 2014: $367,314Expenses 2014: $400,964Net Income 2014: -$33,6502014Revenue 2015: $737,440Expenses 2015: $564,829Net Income 2015: $172,6112015Revenue 2016: $1,052,201Expenses 2016: $482,540Net Income 2016: $569,6612016Revenue 2017: $963,188Expenses 2017: $785,928Net Income 2017: $177,2602017Revenue 2018: $180,589Expenses 2018: $618,914Net Income 2018: -$438,3252018Revenue 2019: $291,354Expenses 2019: $501,176Net Income 2019: -$209,8222019Revenue 2020: $255,060Expenses 2020: $423,099Net Income 2020: -$168,0392020Revenue 2021: $185,968Expenses 2021: $236,137Net Income 2021: -$50,1692021Revenue 2022: $339,689Expenses 2022: $183,448Net Income 2022: $156,2412022Revenue 2023: $161,936Expenses 2023: $224,823Net Income 2023: -$62,8872023Revenue 2024: $200,233Expenses 2024: $374,680Net Income 2024: -$174,4472024

Highlighted filing

2024

Revenue$200,233
Expenses$374,680
Net Income-$174,447
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,605,600
Liabilities
$283,997
Net assets
$1,321,603
Revenue
$200,233
Expenses
$374,680
Net income
-$174,447
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.28$1.32$0.20$0.37$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.12$1.44$0.16$0.22$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.24$1.42$0.34$0.18$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.31$1.47$0.19$0.24$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.81$0.28$1.54$0.26$0.42$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.92$0.28$1.64$0.29$0.50$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.91$0.22$1.69$0.18$0.62$0.44
2017Detailed filing. Detailed filing data is available for this year.$2.41$0.14$2.27$0.96$0.79$0.18
2016Detailed filing. Detailed filing data is available for this year.$2.16$0.11$2.05$1.05$0.48$0.57
2015Detailed filing. Detailed filing data is available for this year.$1.51$0.09$1.42$0.74$0.56$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.46$0.17$1.29$0.37$0.40$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.50$0.16$1.35$0.21$0.33$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.15$1.44$0.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.07$1.06$0.63
2010Summary only. Only limited summary data is available for this year.$1.21$0.14$1.07$0.01$0.63$0.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$637,388
Mission and Program Overview

Mission

The mission of the symons family fund is to benefit, perform the functions of, and carry out the purposes of the sonora area foundation that engage in charitable activities which benefit the residents of tuolumne county, california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,143,624$1,407,879▲ $264,255
Cash and Non-Interest-Bearing Accounts$411,343--
Savings and Temporary Cash Investments-$197,721-
Accounts Receivable$5,490--
Total Assets$1,560,457$1,605,600▲ $45,143
Liabilities
Other Liabilities$91,638$159,198▲ $67,560
Grants Payable$24,000$124,799▲ $100,799
Total Liabilities$115,638$283,997▲ $168,359
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,444,819$1,321,603▼ $123,216
Total Net Assets Fund Balance$1,444,819$1,321,603▼ $123,216
Total Liabilities and Net Assets / Fund Balance$1,560,457$1,605,600▲ $45,143
Compensation and Service Providers
Top Officer Pay90th percentile

Board Members and Trustees

NameTitle
Vicki AlbrechtPresident
Dana MayoVice President
Clark SegerstromBoard Member
Derek MaxsonBoard Member
Ed CliniteBoard Member
Jeff SargoBoard Member
Mark KraftBoard Member
Darrell SlocumCEO
David MarquezSecretary
Marianne WrightTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$153,360
Program Service Revenue
$0
Investment Income
$46,873
Other Revenue
$0
All Other Contributions
$153,360
Change in Net Assets
$-174,447

Audited Revenue Reconciliation

Revenue per Audited Statements
$193,259
Revenue Not Reported on Financial Statements
$6,974
Revenue Not Reported on Form 990
$51,231
Total Revenue per Audited Statements
$244,490
Total Revenue per Form 990
$200,233
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$297,583
Other Expenses$77,097
Total Fundraising Expense$6,974
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$185,200--$185,200
Grants to Domestic Orgs$112,383--$112,383
Other Expenses$67,560--$67,560
Fees for Service Investment Mgmnt Fees--$6,974$6,974
Office Expenses-$2,563-$2,563
Total Functional Expenses$365,143$2,563$6,974$374,680

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$374,681
Expenses per Audited Statements$367,707
Total Expenses per Audited Statements$367,707
Expenses Not Reported on Financial Statements$6,974
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tuolumne County Super of SchoolsSonora, CAgovProgram support$31,575
Sonora Foursquare ChurchSonora, CA3Program support$20,000
Sonora Area FoundationSonora, CA3Grant assistance$11,250
Family Protection MinistriesLincoln, CA3Program Support$10,000
Jamestown Elementary SchoolJamestown, CAgovProgram Support$6,040
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to related organization$159,198
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 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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Governing board reviews Form 990 prior to filing.”

Conflict of interest policy compliance Part VI line 12C

“Governing board members complete annual conflict of interest statements and the board monitors them.”

Governing documents etc available to public Part VI line 19

“Governing documents, conflict of interest policy and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Symons Family Fund
EIN
94-3183623
In Care Of
% Vicki Albrecht
Address
362 S Stewart St, Sonora, CA 95370

Signing Officer

Name
Vicki Albrecht
Title
President
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Hohne CPA PLLC
Address
303 S B Street, Livingston, MT 59047
Preparer
Patricia B Hohne
Phone
2093524312
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Rounding”

Raw XML AppendixShowing 400 of 511 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt05490
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The Mission of the Symons Family Fund is to benefit, perform the functions of, and carry out the purposes of the Sonora Area Foundation that engage in charitable activities which benefit the residents of Tuolumne County, California.
IRS990/AllOtherContributionsAmt0153360
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Darrell Slocum
IRS990/BooksInCareOfDetail/PhoneNum02095332596
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0362 S Stewart St
IRS990/BooksInCareOfDetail/USAddress/CityNm0Sonora
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095370
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0411343
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0153360
IRS990/CYGrantsAndSimilarPaidAmt0297583
IRS990/CYInvestmentIncomeAmt046873
IRS990/CYOtherExpensesAmt077097
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-174447
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0374680
IRS990/CYTotalFundraisingExpenseAmt06974
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0200233
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Grants and scholarships to tax-exempt organizations and government entities for charitable purposes to enhance the community and the quality of life for its residents.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0365143
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt06974
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06974
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt026028
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0Darrell Slocum
IRS990/Form990PartVIISectionAGrp/PersonNm1Derek Maxson
IRS990/Form990PartVIISectionAGrp/PersonNm2Vicki Albrecht
IRS990/Form990PartVIISectionAGrp/PersonNm3Ed Clinite
IRS990/Form990PartVIISectionAGrp/PersonNm4Mark Kraft
IRS990/Form990PartVIISectionAGrp/PersonNm5David Marquez
IRS990/Form990PartVIISectionAGrp/PersonNm6Dana Mayo
IRS990/Form990PartVIISectionAGrp/PersonNm7Clark Segerstrom
IRS990/Form990PartVIISectionAGrp/PersonNm8Marianne Wright
IRS990/Form990PartVIISectionAGrp/PersonNm9Jeff Sargo
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0175000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-24088
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0297583
IRS990/GrantsPayableGrp/BOYAmt024000
IRS990/GrantsPayableGrp/EOYAmt0124799
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0185200
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0185200
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0112383
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0112383
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0413067
IRS990/GrossReceiptsAmt0637388
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt070961
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt070961
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01143624
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01407879
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0437155
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Mission of the Symons Family Fund is to benefit, perform the functions of, and carry out the purposes of the Sonora Area Foundation that engage in charitable activities which benefit the residents of Tuolumne County, California.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01444819
IRS990/NetAssetsOrFundBalancesEOYAmt01321603
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-24088
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-24088
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt051231
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01444819
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01321603
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02563
IRS990/OfficeExpensesGrp/TotalAmt02563
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Grants Administration
IRS990/OtherExpensesGrp/ProgramServicesAmt067560
IRS990/OtherExpensesGrp/TotalAmt067560
IRS990/OtherLiabilitiesGrp/BOYAmt091638
IRS990/OtherLiabilitiesGrp/EOYAmt0159198
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0108662
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0146760
IRS990/PYInvestmentIncomeAmt053274
IRS990/PYOtherExpensesAmt078063
IRS990/PYRevenuesLessExpensesAmt0-62887
IRS990/PYTotalExpensesAmt0224823
IRS990/PYTotalRevenueAmt0161936
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-174447
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0197721
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt067560
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0931023051
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt067560
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt011250
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Sonora Area Foundation
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt011250
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
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt085800
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0252612
IRS990ScheduleD/DonorAdvisedFundsHeldCnt02
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt01124521
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06974
IRS990ScheduleD/ExpensesSubtotalAmt0367707
IRS990ScheduleD/FundsAndOtherAccountsContriAmt067560
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt048572
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt04
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt01970814
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06974
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06974
IRS990ScheduleD/NetUnrealizedGainsInvstAmt051231
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0159198
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to related organization
IRS990ScheduleD/RevenueNotReportedAmt051231
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06974
IRS990ScheduleD/RevenueSubtotalAmt0193259
IRS990ScheduleD/TotalExpensesPerForm990Amt0374681
IRS990ScheduleD/TotalLiabilityAmt0159198
IRS990ScheduleD/TotalRevenuePerForm990Amt0200233
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0244490
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0367707
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0185200
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0College Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt020
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt16040
IRS990ScheduleI/RecipientTable/CashGrantAmt211250
IRS990ScheduleI/RecipientTable/CashGrantAmt320000
IRS990ScheduleI/RecipientTable/CashGrantAmt431575
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/IRCSectionDesc1gov
IRS990ScheduleI/RecipientTable/IRCSectionDesc23
IRS990ScheduleI/RecipientTable/IRCSectionDesc33
IRS990ScheduleI/RecipientTable/IRCSectionDesc4gov
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Program Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Program Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Grant assistance
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Program support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Program support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Family Protection Ministries
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Jamestown Elementary School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Sonora Area Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Sonora Foursquare Church
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Tuolumne County Super of Schools
IRS990ScheduleI/RecipientTable/RecipientEIN0330877863
IRS990ScheduleI/RecipientTable/RecipientEIN1770181953
IRS990ScheduleI/RecipientTable/RecipientEIN2931023051
IRS990ScheduleI/RecipientTable/RecipientEIN3942869443
IRS990ScheduleI/RecipientTable/RecipientEIN4946050189
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 730
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt118299 Fifth Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2362 S Stewart St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt320415 Jamestown Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4175 S Fairview Lane
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Lincoln
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Jamestown
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Sonora
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Sonora
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Sonora
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095648
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195327
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd295370
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd395370
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd495370
IRS990ScheduleI/Total501c3OrgCnt05
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt010000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0165000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt014000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt012028
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DARRELL SLOCUM
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0201028
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Governing board reviews Form 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing board members complete annual conflict of interest statements and the board monitors them.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents, conflict of interest policy and financial statements available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rounding
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Sonora Area Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Sonora Area Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Irving J Symons Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0931023051
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1912140485
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt03

Document Assets

No mirrored PDF or thumbnail assets are attached yet.