Civic Intelligence

Norcal Poodle Rescue

990 • Fiscal year 2018 • EIN 94-3192264

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

c/o Diana M Kerr 1601 Shrader StSan Francisco, CA 94117-4253

(925) 322-0223

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$11,288

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

60th percentile

8.0%

Faster revenue growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$339,194

Up $45,296 (+15%) from 2017

Net Assets

Up

$333,740

Up $45,651 (+16%) from 2017

Liabilities

Down

$5,454

Down $355 (-6.1%) from 2017

Revenue

Up

$195,971

Up $14,581 (+8.0%) from 2017

Expenses

Up

$150,319

Up $29,435 (+24%) from 2017

Net Income

Down

$45,652

Down $14,854 (-25%) from 2017

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: $13,848Liabilities 2010: $6,4822010Assets 2011: $28,064Liabilities 2011: $8,9132011Assets 2012: $34,175Liabilities 2012: $3,9992012Assets 2013: $49,477Liabilities 2013: $3,4762013Assets 2014: $163,375Liabilities 2014: $3,526Net Assets 2014: $159,8502014Assets 2015: $203,014Liabilities 2015: $4,0162015Assets 2016: $236,370Liabilities 2016: $8,7862016Assets 2017: $293,898Liabilities 2017: $5,809Net Assets 2017: $288,0892017Assets 2018: $339,194Liabilities 2018: $5,454Net Assets 2018: $333,7402018Assets 2019: $381,511Liabilities 2019: $5,821Net Assets 2019: $375,6902019Assets 2020: $431,328Liabilities 2020: $10,887Net Assets 2020: $420,4412020Assets 2021: $495,012Liabilities 2021: $6,381Net Assets 2021: $488,6312021Assets 2022: $671,187Liabilities 2022: $5,804Net Assets 2022: $665,3832022Assets 2023: $727,601Liabilities 2023: $19,818Net Assets 2023: $707,7832023Assets 2024: $708,882Liabilities 2024: $30,308Net Assets 2024: $678,5742024

Highlighted filing

2018

Assets$339,194
Liabilities$5,454
Net Assets$333,740

Operations Trend

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

$400K$200K$0-$200KRevenue 2010: $48,611Expenses 2010: $55,110Net Income 2010: -$6,4992010Revenue 2011: $93,312Expenses 2011: $81,527Net Income 2011: $11,7852011Revenue 2012: $105,619Expenses 2012: $94,594Net Income 2012: $11,0252012Revenue 2013: $103,693Expenses 2013: $87,868Net Income 2013: $15,8252013Revenue 2014: $214,167Expenses 2014: $100,318Net Income 2014: $113,8492014Revenue 2015: $130,130Expenses 2015: $90,982Net Income 2015: $39,1482015Revenue 2016: $153,308Expenses 2016: $124,722Net Income 2016: $28,5862016Revenue 2017: $181,390Expenses 2017: $120,884Net Income 2017: $60,5062017Revenue 2018: $195,971Expenses 2018: $150,319Net Income 2018: $45,6522018Revenue 2019: $175,468Expenses 2019: $133,518Net Income 2019: $41,9502019Revenue 2020: $168,952Expenses 2020: $124,200Net Income 2020: $44,7522020Revenue 2021: $188,292Expenses 2021: $171,008Net Income 2021: $17,2842021Revenue 2022: $352,447Expenses 2022: $204,850Net Income 2022: $147,5972022Revenue 2023: $195,013Expenses 2023: $191,296Net Income 2023: $3,7172023Revenue 2024: $178,925Expenses 2024: $252,450Net Income 2024: -$73,5252024

Highlighted filing

2018

Revenue$195,971
Expenses$150,319
Net Income$45,652
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.0
Gross Receipts
$230,553
Mission and Program Overview

Mission

Rescue and re-home Poodles and Poodle mixes while enriching the lives of those who adopt them.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$273,820$318,580▲ $44,760
Investments in Publicly Traded Securities$9,923$10,002▲ $79
Inventories for Sale or Use$9,644$9,893▲ $249
Prepaid Expenses and Deferred Charges$511$719▲ $208
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$293,898$339,194▲ $45,296
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$4,615$4,000▼ $615
Accounts Payable and Accrued Expenses$1,194$1,454▲ $260
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$5,809$5,454▼ $355
Net Assets / Fund Balance
Unrestricted Net Assets$180,097$225,748▲ $45,651
Temporarily Rstr Net Assets$107,992$107,992→ $0
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$288,089$333,740▲ $45,651
Total Liabilities and Net Assets / Fund Balance$293,898$339,194▲ $45,296

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$107,992$0→ $0$0$107,992
2017$107,992$0→ $0$0$107,992
2016$107,472$520→ $0$0$107,992
2015$107,922$1,550→ $0$0$107,472
2014$0$106,927▲ $995$0$107,922
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Diana M KerrTreasurer/DirectorPT$11,288$11,288

Board Members and Trustees

NameTitle
Patricia MoulthropBoard Chair/President/Director
Ann TaylorDirector
Deborah FroesselDirector
Evelyn GalenskiDirector
Jackie De VriesSecretary/Director
Revenue and Support

Revenue Composition

Contributions and Grants
$109,094
Program Service Revenue
$70,280
Investment Income
$1,550
Other Revenue
$15,047
All Other Contributions
$104,200
Change in Net Assets
$45,652
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$122,630
Salaries, Compensation, and Employee Benefits$27,689
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$72,547$0$0$72,547
Occupancy$30,294$3,220$0$33,514
Other Salaries and Wages$17,904$0$0$17,904
Current Officers, Directors, Trustees, and Key Employees$3,282$3,581$0$6,863
Office Expenses$5,456$587-$6,043
Insurance$0$3,837$0$3,837
Travel$2,268$0$0$2,268
Conferences and Meetings$2,226$0$0$2,226
Payroll Taxes$1,762$0$0$1,762
Other Expenses$1,352$0$0$1,352
Other Employee Benefits$1,160$0$0$1,160
Information Technology$0$811$0$811
Interest$0$32$0$32
Total Functional Expenses$138,251$12,068$0$150,319
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$35,684
Fundraising Direct Expenses$26,827
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Poodle Day$27,923$23,499$7,855$15,644
Holiday Brunch$6,961$6,906$13$6,893
Total Events$34,884$30,405$16,314$14,091
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Veterinary Procedure Deposit$4,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A copy of the draft tax return is distributed to the full Board of Directors for their approval before submission.

Form 990, Part VI, Section C, Line 19

The most current three years of form 990 are available on the website of NorCal Poodle Rescue as well as on Guidestar.org. Tax returns, IRS Determination Letter and governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Norcal Poodle Rescue
EIN
94-3192264
Phone
9253220223
Address
c/o Diana M Kerr 1601 Shrader St, San Francisco, CA 94117-4253

Signing Officer

Name
Diana Kerr
Title
Treasurer
Phone
6502913275
Signed
2019-11-13

Organization Details

Principal Officer
Patricia Moulthrop
Formed
1994
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
1
Volunteers
40
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Payment for veterinary services

Form 990, Part XI, Line 9

Liabilities

Financial Statement Notes

Schedule D, Part V, Line 4

Purchase a new facility for the board and care of dogs before adoption.

Raw XML AppendixShowing 400 of 678 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.

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IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Rescue and re-home Poodles and Poodle mixes while enriching the lives of those who adopt them.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0288089
IRS990/NetAssetsOrFundBalancesEOYAmt0333740
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt08857
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt08857
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt06190
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt06190
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03220
IRS990/OccupancyGrp/ProgramServicesAmt030294
IRS990/OccupancyGrp/TotalAmt033514
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0587
IRS990/OfficeExpensesGrp/ProgramServicesAmt05456
IRS990/OfficeExpensesGrp/TotalAmt06043
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01160
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01160
IRS990/OtherExpensesGrp/Desc0Shelter fees; Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt01352
IRS990/OtherExpensesGrp/TotalAmt01352
IRS990/OtherLiabilitiesGrp/BOYAmt04615
IRS990/OtherLiabilitiesGrp/EOYAmt04000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt017904
IRS990/OtherSalariesAndWagesGrp/TotalAmt017904
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt01762
IRS990/PayrollTaxesGrp/TotalAmt01762
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0511
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0719
IRS990/PrincipalOfficerNm0Patricia Moulthrop
IRS990/PriorPeriodAdjustmentsAmt0-1
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624230
IRS990/ProgramServiceRevenueGrp/Desc0Adoption Fees
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt070280
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt070280
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgSrvcAccomActy2Grp/Desc0Board and care for rescued dogs while rehabilitating them and finding suitable homes. Approximately 180 dogs were boarded or fostered.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt059356
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt030174
IRS990/ProgSrvcAccomActy3Grp/Desc0Provide training. Provide data to and coordinate with other rescue organizations.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt07483
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt03804
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt094982
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0100
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0101559
IRS990/PYOtherRevenueAmt022223
IRS990/PYProgramServiceRevenueAmt064085
IRS990/PYRevenuesLessExpensesAmt060506
IRS990/PYSalariesCompEmpBnftPaidAmt019325
IRS990/PYTotalExpensesAmt0120884
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0181390
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt045652
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt036302
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00

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.$7.09$0.30$6.79$1.79$2.52$0.74
2023Detailed filing. Detailed filing data is available for this year.$7.28$0.20$7.08$1.95$1.91$0.04
2022Detailed filing. Detailed filing data is available for this year.$6.71$0.06$6.65$3.52$2.05$1.48
2021Detailed filing. Detailed filing data is available for this year.$4.95$0.06$4.89$1.88$1.71$0.17
2020Detailed filing. Detailed filing data is available for this year.$4.31$0.11$4.20$1.69$1.24$0.45
2019Detailed filing. Detailed filing data is available for this year.$3.82$0.06$3.76$1.75$1.34$0.42
2018Detailed filing. Detailed filing data is available for this year.$3.39$0.05$3.34$1.96$1.50$0.46
2017Detailed filing. Detailed filing data is available for this year.$2.94$0.06$2.88$1.81$1.21$0.61
2016Summary only. Only limited summary data is available for this year.$2.36$0.09$1.53$1.25$0.29
2015Summary only. Only limited summary data is available for this year.$2.03$0.04$1.30$0.91$0.39
2014Summary only. Only limited summary data is available for this year.$1.63$0.04$1.60$2.14$1.00$1.14
2013Summary only. Only limited summary data is available for this year.$0.49$0.03$1.04$0.88$0.16
2012Summary only. Only limited summary data is available for this year.$0.34$0.04$1.06$0.95$0.11
2011Summary only. Only limited summary data is available for this year.$0.28$0.09$0.93$0.82$0.12
2010Summary only. Only limited summary data is available for this year.$0.14$0.06$0.49$0.55$0.06