Civic Intelligence

Elk Grove Community Foundation

990 • Fiscal year 2016 • EIN 94-6097642

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 31, 2017

Organization Profilewww.elkgroversf.org
PO Box 2021Elk Grove, CA 95759

(916) 685-7118

Siviq Scores

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

Liabilities / Assets

34th percentile

0.03x

Higher debt load relative to assets than 34% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

68th percentile

0.28x

Higher debt load relative to revenue than 68% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

88th percentile

35%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

72nd percentile

9.8%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$3,601,148

Up $319,997 (+9.8%) from 2015

Net Assets

Up

$3,493,029

Up $307,563 (+9.7%) from 2015

Liabilities

Up

$108,119

Up $12,434 (+13%) from 2015

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin88th percentile

Revenue

Down

$382,914

Down $82,849 (-18%) from 2015

Expenses

Up

$247,753

Up $8,333 (+3.5%) from 2015

Net Income

Down

$135,161

Down $91,182 (-40%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,534,930Liabilities 2011: $89,271Net Assets 2011: $2,445,6592011Assets 2012: $2,839,743Liabilities 2012: $93,409Net Assets 2012: $2,746,3342012Assets 2013: $3,149,283Liabilities 2013: $91,824Net Assets 2013: $3,057,4592013Assets 2014: $3,151,094Liabilities 2014: $91,212Net Assets 2014: $3,059,8822014Assets 2015: $3,281,151Liabilities 2015: $95,685Net Assets 2015: $3,185,4662015Assets 2016: $3,601,148Liabilities 2016: $108,119Net Assets 2016: $3,493,0292016Assets 2017: $4,059,051Liabilities 2017: $122,391Net Assets 2017: $3,936,6602017Assets 2018: $4,006,747Liabilities 2018: $132,863Net Assets 2018: $3,873,8842018Assets 2019: $4,823,485Liabilities 2019: $185,733Net Assets 2019: $4,637,7522019Assets 2020: $5,617,704Liabilities 2020: $214,255Net Assets 2020: $5,403,4492020Assets 2021: $6,408,158Liabilities 2021: $221,978Net Assets 2021: $6,186,1802021Assets 2022: $5,767,106Liabilities 2022: $269,464Net Assets 2022: $5,497,6422022Assets 2023: $6,435,933Liabilities 2023: $299,538Net Assets 2023: $6,136,3952023Assets 2024: $6,945,668Liabilities 2024: $287,400Net Assets 2024: $6,658,2682024

Highlighted filing

2016

Assets$3,601,148
Liabilities$108,119
Net Assets$3,493,029
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

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

$1.5M$1.0M$500K$0Revenue 2011: $352,632Expenses 2011: $189,179Net Income 2011: $163,4532011Revenue 2012: $486,896Expenses 2012: $211,249Net Income 2012: $275,6472012Revenue 2013: $514,375Expenses 2013: $220,870Net Income 2013: $293,5052013Revenue 2014: $336,337Expenses 2014: $216,041Net Income 2014: $120,2962014Revenue 2015: $465,763Expenses 2015: $239,420Net Income 2015: $226,3432015Revenue 2016: $382,914Expenses 2016: $247,753Net Income 2016: $135,1612016Revenue 2017: $402,410Expenses 2017: $255,025Net Income 2017: $147,3852017Revenue 2018: $492,047Expenses 2018: $276,409Net Income 2018: $215,6382018Revenue 2019: $641,062Expenses 2019: $319,146Net Income 2019: $321,9162019Revenue 2020: $533,514Expenses 2020: $314,316Net Income 2020: $219,1982020Revenue 2021: $1,103,845Expenses 2021: $369,974Net Income 2021: $733,8712021Revenue 2022: $640,873Expenses 2022: $376,560Net Income 2022: $264,3132022Revenue 2023: $793,594Expenses 2023: $434,427Net Income 2023: $359,1672023Revenue 2024: $723,432Expenses 2024: $559,118Net Income 2024: $164,3142024

Highlighted filing

2016

Revenue$382,914
Expenses$247,753
Net Income$135,161
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 31, 2017
Return Version
2016v3.0
Gross Receipts
$1,267,701
Mission and Program Overview

Mission

To facilitate the development of educational opportunities and programs through scholarships and grants, and to coordinate contributions to meet the community's needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,118,494$2,528,795▼ $589,699
Investments in Publicly Traded Securities-$897,393-
Cash and Non-Interest-Bearing Accounts$160,057$171,360▲ $11,303
Accounts Receivable$2,600$3,600▲ $1,000
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,281,151$3,601,148▲ $319,997
Other Assets Total-$0-
Liabilities
Other Liabilities$95,463$108,025▲ $12,562
Accounts Payable and Accrued Expenses$222$94▼ $128
Total Liabilities$95,685$108,119▲ $12,434
Net Assets / Fund Balance
Unrestricted Net Assets$3,098,507$3,402,845▲ $304,338
Temporarily Rstr Net Assets$86,959$90,184▲ $3,225
Total Net Assets Fund Balance$3,185,466$3,493,029▲ $307,563
Total Liabilities and Net Assets / Fund Balance$3,281,151$3,601,148▲ $319,997

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,679,133$249,570▲ $203,400-$2,928,703
2015$2,499,380$179,753▲ $187,845-$2,679,133
2014$2,435,825$67,265▲ $120,250-$2,499,380
2013$2,296,936$139,289▲ $112,100-$2,435,825
2012$2,185,779$112,822▲ $104,835-$2,296,936
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
John ShookPresident
Arnold AdreaniVice President
Patrick HumeVice President
Arlene HeinDirector
Becky DavisDirector
Bob KrullDirector
Bob TriggDirector
Brian WieseDirector
Chet MadisonDirector
Dan LawrenceDirector
Dave IshikawaDirector
Elizabeth PinkertonDirector
Faye BundesenDirector
Frank LuciaDirector
Janet HumeDirector
John Zehnder SrDirector
Kenny BellDirector
Marie ColemanDirector
Mark LeppDirector
Merrilee Lewis EngelDirector
Mike ZehnderDirector
Roy HerburgerDirector
Xanthi PinkertonDirector
Therese SchultzSecretary
Steve SingletonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$336,375
Program Service Revenue
$0
Investment Income
$6,360
Other Revenue
$40,179
All Other Contributions
$336,375
Change in Net Assets
$135,161

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$50,397Market Quote
Total Noncash Contributions1$50,397-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$203,400
Other Expenses$44,353
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$203,400--$203,400
Fees for Services Accounting-$15,139-$15,139
Insurance-$2,731-$2,731
All Other Expenses-$972-$972
Other Expenses-$739-$739
Total Functional Expenses$203,400$44,353$0$247,753
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$55,810
Fundraising Direct Expenses$23,331
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bbq & Blues$47,303$47,303$12,802$34,501
Spotlight on Scholarships$8,507$8,507$9,329$-822
Total Events$55,810$55,810$22,131$33,679
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unclaimed Scholarships$108,025
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“At least six of the directors are blood relatives, i.e. Mother and son/daughter and father and son.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The return was reviewed in detail at the finance committee level. The finance committee recommended to the board of directors at its general meeting that the return be approved for filing. A copy of the draft return was made available at this general meeting for any director wishing to review it. Upon due consideration the board of directors approved the return for filing.”

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

“Disclosure of governing documents and policies are made on the organization's website. Financial statements are available on request. Plans are being reviewed to include the financial statement on the organization's website.”

Filing and Contact Details

Filer

Filer Name
Elk Grove Community Foundation
EIN
94-6097642
Phone
9166857118
Address
PO Box 2021, Elk Grove, CA 95759

Signing Officer

Name
Arnold Adreani
Title
Vice President
Signed
2017-08-31
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
CA
Voting Board Members
24
Independent Board Members
24
Employees
0
Volunteers
75

Preparer

Firm
Timothy E & Alison H Tucker Cpas
Address
3117 DWIGHT RD STE 400, ELK GROVE, CA 95758-6456
Preparer
Timothy E Tucker CPA
Phone
9163917245
Supplemental Narrative

Additional Explanations

Form 990, Part X, Line 29

“Based on a review of the endowments, the by-laws as they relate to the endowments and the agreements signed by endowment grantors, the outside auditor has determined that the endowments bear no temporary or permanent restriction. The endowments have been determined to be board designated unrestricted assets of the organization. Beginning net assets have been restated to correct the presentation of the endowment funds from restricted to unrestricted - board designated.”

Financial Statement Notes

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

“Endowment funds are intended to be invested to produce revenues sufficient to pay out scholarships to qualified applicants”

Raw XML AppendixShowing 400 of 632 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/Form990PartVIISectionAGrp/PersonNm4Therese Schultz
IRS990/Form990PartVIISectionAGrp/PersonNm5Kenny Bell
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IRS990/Form990PartVIISectionAGrp/PersonNm13Bob Krull
IRS990/Form990PartVIISectionAGrp/PersonNm14Dan Lawrence
IRS990/Form990PartVIISectionAGrp/PersonNm15Mark Lepp
IRS990/Form990PartVIISectionAGrp/PersonNm16Merrilee Lewis Engel
IRS990/Form990PartVIISectionAGrp/PersonNm17Frank Lucia
IRS990/Form990PartVIISectionAGrp/PersonNm18Chet Madison
IRS990/Form990PartVIISectionAGrp/PersonNm19Elizabeth Pinkerton
IRS990/Form990PartVIISectionAGrp/PersonNm20Xanthi Pinkerton
IRS990/Form990PartVIISectionAGrp/PersonNm21Bob Trigg
IRS990/Form990PartVIISectionAGrp/PersonNm22Brian Wiese
IRS990/Form990PartVIISectionAGrp/PersonNm23John Zehnder Sr
IRS990/Form990PartVIISectionAGrp/PersonNm24Mike Zehnder
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,601,148
Liabilities
$108,119
Net assets
$3,493,029
Revenue
$382,914
Expenses
$247,753
Net income
$135,161
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.95$0.29$6.66$0.72$0.56$0.16
2023Detailed filing. Detailed filing data is available for this year.$6.44$0.30$6.14$0.79$0.43$0.36
2022Detailed filing. Detailed filing data is available for this year.$5.77$0.27$5.50$0.64$0.38$0.26
2021Detailed filing. Detailed filing data is available for this year.$6.41$0.22$6.19$1.10$0.37$0.73
2020Detailed filing. Detailed filing data is available for this year.$5.62$0.21$5.40$0.53$0.31$0.22
2019Detailed filing. Detailed filing data is available for this year.$4.82$0.19$4.64$0.64$0.32$0.32
2018Detailed filing. Detailed filing data is available for this year.$4.01$0.13$3.87$0.49$0.28$0.22
2017Detailed filing. Detailed filing data is available for this year.$4.06$0.12$3.94$0.40$0.26$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.60$0.11$3.49$0.38$0.25$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.28$0.10$3.19$0.47$0.24$0.23
2014Detailed filing. Detailed filing data is available for this year.$3.15$0.09$3.06$0.34$0.22$0.12
2013Detailed filing. Detailed filing data is available for this year.$3.15$0.09$3.06$0.51$0.22$0.29
2012Summary only. Only limited summary data is available for this year.$2.84$0.09$2.75$0.49$0.21$0.28
2011Summary only. Only limited summary data is available for this year.$2.53$0.09$2.45$0.35$0.19$0.16