Civic Intelligence

The Mcconnell Foundation

990PF • Fiscal year 2020 • EIN 94-6102700

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile

View Organization Page

800 Shasta View DriveRedding, CA 96003

(530) 226-6200

Siviq Scores

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

Liabilities / Assets

37th percentile

0.16x

Higher debt load relative to assets than 37% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

81st percentile

2.71x

Higher debt load relative to revenue than 81% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Net Margin

19th percentile

-4.9%

Higher net margin than 19% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

55th percentile

$647,298

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2020 filings • $250M-$1B nonprofits • Source year 2020

Asset Growth

47th percentile

6.5%

Faster asset growth than 47% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-36%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$379,984,279

Up $23,186,720 (+6.5%) from 2019

Net Assets

Down

$320,783,981

Down $5,851,925 (-1.8%) from 2019

Liabilities

Up

$59,200,298

Up $29,038,645 (+96%) from 2019

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin19th percentile

Revenue

Down

$21,867,294

Down $12,467,894 (-36%) from 2019

Expenses

Down

$22,933,956

Down $6,457,687 (-22%) from 2019

Net Income

Down

-$1,066,662

Down $6,010,207 (-122%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$600M$400M$200M$0Assets 2011: $349,273,176Liabilities 2011: $42,022,2562011Assets 2012: $342,881,858Liabilities 2012: $38,853,1562012Assets 2013: $341,121,386Liabilities 2013: $34,322,1162013Assets 2014: $344,257,646Liabilities 2014: $39,168,5472014Assets 2015: $350,595,969Liabilities 2015: $39,953,1882015Assets 2017: $364,827,625Liabilities 2017: $44,756,659Net Assets 2017: $320,070,9662017Assets 2018: $348,403,702Liabilities 2018: $17,347,666Net Assets 2018: $331,056,0362018Assets 2019: $356,797,559Liabilities 2019: $30,161,653Net Assets 2019: $326,635,9062019Assets 2020: $379,984,279Liabilities 2020: $59,200,298Net Assets 2020: $320,783,9812020Assets 2021: $396,162,055Liabilities 2021: $24,382,160Net Assets 2021: $371,779,8952021Assets 2022: $410,662,599Liabilities 2022: $2,642,096Net Assets 2022: $408,020,5032022Assets 2023: $420,547,459Liabilities 2023: $10,670,429Net Assets 2023: $409,877,0302023Assets 2024: $434,935,449Liabilities 2024: $1,941,279Net Assets 2024: $432,994,1702024

Highlighted filing

2020

Assets$379,984,279
Liabilities$59,200,298
Net Assets$320,783,981
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

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

$80M$60M$40M$20M$0-$20MRevenue 2011: $20,586,942Expenses 2011: $20,369,534Net Income 2011: $217,4082011Revenue 2012: $15,476,361Expenses 2012: $19,489,519Net Income 2012: -$4,013,1582012Revenue 2013: $17,700,716Expenses 2013: $19,434,714Net Income 2013: -$1,733,9982013Revenue 2014: $23,688,053Expenses 2014: $20,553,070Net Income 2014: $3,134,9832014Revenue 2015: $24,261,864Expenses 2015: $21,023,930Net Income 2015: $3,237,9342015Revenue 2017: $45,938,537Expenses 2017: $26,109,042Net Income 2017: $19,829,4952017Revenue 2018: $34,958,013Expenses 2018: $26,760,126Net Income 2018: $8,197,8872018Revenue 2019: $34,335,188Expenses 2019: $29,391,643Net Income 2019: $4,943,5452019Revenue 2020: $21,867,294Expenses 2020: $22,933,956Net Income 2020: -$1,066,6622020Revenue 2021: $72,189,566Expenses 2021: $32,015,383Net Income 2021: $40,174,1832021Revenue 2022: $43,915,723Expenses 2022: $30,961,566Net Income 2022: $12,954,1572022Revenue 2023: $29,297,321Expenses 2023: $27,440,794Net Income 2023: $1,856,5272023Revenue 2024: $55,481,245Expenses 2024: $32,364,105Net Income 2024: $23,117,1402024

Highlighted filing

2020

Revenue$21,867,294
Expenses$22,933,956
Net Income-$1,066,662
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President & CEOFT$566,321$80,977$647,298
-Chief Operating OfficerFT$287,400$76,097$363,497
-Chair Of The BoardPT$27,500-$27,500
-SecretaryPT$27,500-$27,500
-TreasurerPT$27,500-$27,500
-DirectorPT$27,500-$27,500
Filing and Contact Details

Filer

Filer Name
The McConnell Foundation
EIN
94-6102700
Phone
5302266200
Address
800 SHASTA VIEW DRIVE, REDDING, CA 96003

Signing Officer

Name
John Mancasola
Title
President & CEO
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Crowe Llp
Address
400 Capitol Mall Suite 1400, Sacramento, CA 95814-4498
Preparer
Diane Brown
Phone
9164411000
Raw XML AppendixShowing 400 of 2,135 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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AccountingFeesSchedule/AccountingFeesDetail/Amt0148400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt044520
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0103880
ActyNotPreviouslyRptExpln/ExplanationTxt0Block 7: In partnership with the City of Redding and a local developer, The McConnell Foundation is developing and building 78 units of affordable housing, a Community Leadership Center in conjunction with a community college, and supportive infrastructure. The Block 7 development also includes streetscape amenities to make downtown more bikeable and walkable, as well as development of a public park. Center of Hope: In partnership with the City of Redding, Shasta County, and a local developer, The McConnell Foundation is developing and building 49 units of affordable housing, a portion of which are targeted to at risk populations and those needing permanent supportive services. The Center of Hope Development will have case managed housing units operated by Hill Country Medical Clinic, which is adjacent to the housing site. Active negotiations are underway to co-locate educational space for California Heritage Youth Build Academy, a local charter school which serves students ages 16-24 with job training and pre-apprenticeship opportunities in nursing and construction industries.
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Leasehold Amortization
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1Depreciation Expense
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Depreciation Expense - Charitable Use
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3Depletion
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0Natural Resource Conflict Transformation Center
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1Mahila Shakti Bikash Kendra Nepal
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2Mahila Shakti Bikash Kendra Nepal
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt3Natural Resource Conflict Transformation Center
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt4Hill Country Community Clinic (NMTC Center of Hope)
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt5Natural Resource Conflict Transformation Center
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt6Natural Resource Conflict Transformation Center
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt7Natural Resource Conflict Transformation Center
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt8Mahila Shakti Bikash Kendra Nepal
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt007/11/19
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt18/15/19 progress report 12/12/20 Final Report
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt21/9/20 Progress Report7/14/20 Progress Report11/6/20 Planning Meeting
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt31/20/20 In person progress report and site visit 10/20/20 Progress Report
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt410/17/20 construction update provided; 10/21/20 Sources and Use Budget provided
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt51/15/20 Report and in person proposal 2/4/20 Final proposal 8/7/20 Verbal progress report
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt64/5/20 Financial progress report 11/20/20 Progress Report
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt76/25/20 Progress Report
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt8Grant work not yet started
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt055800
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt111040
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt2612000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt3700000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt42000000
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt1Ganesh Basti
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt2Ganesh Basti
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt6Madhyapur Thimi
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt7Ganesh Basti
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt0Ward No 16
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt1Maharajgang
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt2Maharajgang
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt3Ward No 3
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt4Ward No 3
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt5Ward No 3
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt6Ward No 3
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm0Lokanthali
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm1Chakrapath
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd0NP
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd1NP
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd2NP
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd3NP
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd4NP
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd5NP
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd6NP
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd7NP
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ProvinceOrStateNm0Bhaktipur
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ProvinceOrStateNm3Bhaktipur
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ProvinceOrStateNm5Bhaktipur
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ProvinceOrStateNm7Kathmandu
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt055800
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt111040
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt2612000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt3700000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt42000000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt542700
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt649700
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt7690000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt8433500
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02017-04-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12019-07-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt22018-06-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32018-04-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt42019-12-04
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt52020-02-15
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt62020-04-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt72020-10-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt82020-01-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0Global Platform (a)
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1Leadership Development Workshop: Organizational Leadership and Management
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2Women's Leadership Development Program - Phase VI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3Natural Resource Conflict Transformation Project Phase V - Partnerships for Peace
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4Parcel acquisition and cash for construction costs of Center of Hope Clinic
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5Global Platform (b)
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6Stay Home - Stay Safe
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7Natural Resource Conflict Transformation Project Phase VI - Sustainable Growth
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8Phase VII (a) year 3: Rural Women's Leadership Development Project
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0Completed in good standing. Fully expended.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1Completed in good standing. Fully expended.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2Extended until January 31, 2021. Some Pandemic-related implementation delays. On Track.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3Completed in good standing. Fully expended.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt4First patients seen July 2021. Site visit and tour by TMF CCO July 2021.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt5In progress. Limited activity due to Pandemic delays.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt6Completed in good standing. Fully expended.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt7Underway and on track.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt8N/A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt029632 Highway 299 East PO Box 228
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0Round Mountain
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd096084
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt02020-03-13
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt12020-12-19
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt22020-07-20
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt32020-11-02
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt42021-07-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt52020-08-07
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt62020-04-10
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt72020-06-29
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1LIMITED PARTNERSHIPS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2PRIVATE EQUITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3FIXED ASSETS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt014225535
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt11355466
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2122110
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt019677587
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt17717629
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt05452052
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-1355466
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt27717629
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-122110
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990-PF, Part IX-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1Form 990-PF, Part IX-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2Form 990-PF, Part IX-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3Form 990-PF, Part IX-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc4Form 990-PF, Part IX-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc5Form 990-PF, Part IX-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc6Form 990-PF, Part IX-B
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc7Form 990-PF, Part IX-B
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc8Form 990-PF, Part IX-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc9Form 990-PF, Part IX-A
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Line 3
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1Line 4
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2Line 5
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt3Line 6
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt4Line 7
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt5Lines 8 & 9
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt6Line 1
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt7Line 2
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt8Line 2
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt9Line 1
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Meeting Facilities for Charitable Organizations - Lema Ranch provides approximately 10,000 square feet of meeting room space that is available at no charge to non-profit organizations, governmental agencies and public schools. The McConnell Foundation hosted 18 of these groups with 495 attendees in the first quarter of 2020 and none thereafter for the year. In March 2020, the Foundation followed Governor Newsom's mandates and the CDC's guidelines for Shelter in Place due to the Covid pandemic and closed meeting rooms to the public and headquarters office space to all staff who could perform their work remotely. Outside Grounds staff and some indoors Facilities staff classified as "essential workers", following masking and social distancing rules, were provided with additional PPE measures and remained on campus to ensure our site would be safe and ready to resume activities when restrictions were lifted. In certain circumstances facilities staff were paid to remain home safely. All buildings were maintained, and some major repairs were made while the facilities were mostly unoccupied. The Meeting Room Facility is funded by the release of temporarily restricted funds under the disposition of Leah F. McConnell's Estate. EXPENSES: $1,045,082
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1Bell Plaza Bike Depot and Courtyard - The McConnell Foundation is developing and building a sheltered waiting area proximate to the Downtown Transit Center, featuring a Bike Depot with bike storage room, classroom space for cycling encouragement classes, a bike repair stand and other cycling amenities, urban greening, bike racks, benches for seating and more. This site will feature a bikeshare station, and will be the home base for bikeshare operations. EXPENSES: $377,503
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2Children, Youth and Education Program - The McConnell Foundation's Children, Youth and Education program provides funding to programs and services that have an impact on the development, well-being and education of children, youth and young adults in the Foundation's service area. The Program Officer worked with grantees on the timing of grant and contract funding as scheduling shifted during the pandemic. EXPENSES: $297,995
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3Scholarship Program - The McConnell Foundation Scholars Program provides monetary and non-financial support to local students who are attending four-year colleges and universities and two-year community colleges. All recipients are awarded up to a total of $30,000 with six years of eligibility. Recipients may request up to one-fourth of the total ($7,500) per year, depending on their unmet need. Unused amounts may be rolled forward to subsequent years. Recipients who complete their degree programs may use any remaining eligibility and funding towards the next higher degree. Scholars receive mentoring and support from the scholarship program officer and attend periodic events such as personal, academic and professional development workshops and conferences, volunteer service projects, and college trips. During Covid Shelter in Place restrictions, student enrollment dropped sharply, and remained markedly lower than previously, even as distance learning measures were implemented at many colleges and universities. The Foundation's Officer for the Scholarships program maintained close contact with members of each cohort to plan deferment and/or deployment of scholarship funds during the many shifts in the education system. EXPENSES: $292,945
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt4International Program - The McConnell Foundation supports projects to improve social health and welfare for citizens in Nepal and Laos. Initiatives include Access to Justice, Community and Natural Resource Conflict Mediation, Water Resource Management and Leadership Development. The Covid pandemic halted many of the grantee programs internationally due to logistics and/or to shelter in place restrictions, even as the coronavirus infection rate spiked in Nepal and Laos later than in the U.S. The Foundation's Officer for the International program maintained contact with grantees via zoom, email, and telephone and deferred/modified the deployment of grant funds in accordance with the readiness of grantees. All international travel by Foundation staff has been suspended. EXPENSES: $279,670
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt5Community Vitality/Livable Communities - The McConnell Foundation supports projects that make the communities we serve more vital and livable. We work with government agencies and non-profits to this end. Focus Areas include creative place making, civic engagement, fostering "Local," future readiness and active lifestyles. Community Vitality Program gives grants to support downtown Redding revitalization. We work with government agencies (example: grant to plant trees in public streetscapes in downtown Redding), and nonprofits (example: grant to our local Main Street America organization for public events to enliven downtown with people and events). The Community Vitality Program Officer worked closely with grantees whose work was impacted by Covid Shelter in Place restrictions to defer funding in accordance with grantee readiness. EXPENSES: $154,103 Yosemite Program - The Yosemite Program is a five-day residential environmental education program provided by NatureBridge in Yosemite National Park. Each spring, The McConnell Foundation supports participation in the program by North State high school sophomores and juniors from public high schools and public charter schools in Modoc, Shasta, Siskiyou, Tehama and Trinity counties, and Big Valley High School in Lassen County. Groups of students, led by NatureBridge educators, explore the park and participate in discussions and activities designed to heighten awareness of the importance of our natural world. The goal of the program is to inspire students to develop a connection to the natural world and empower them to act as responsible stewards of natural resources. The Foundation provides full funding for student and chaperone tuition, covers the cost of transportation, and administers the program. EXPENSES: $147,009
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt6Block 7: In partnership with the City of Redding and a local developer, The McConnell Foundation is developing and building 78 units of affordable housing, a Community Leadership Center in conjunction with a community college, and supportive infrastructure. The Block 7 development also includes streetscape amenities to make downtown more bikeable and walkable, as well as development of a public park.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt7Center of Hope: In partnership with the City of Redding, Shasta County, and a local developer, The McConnell Foundation is developing and building 49 units of affordable housing, a portion of which are targeted to at risk populations and those needing permanent supportive services. The Center of Hope Development will have case managed housing units operated by Hill Country Medical Clinic, which is adjacent to the housing site. Active negotiations are underway to co-locate educational space for California Heritage Youth Build Academy, a local charter school which serves students ages 16-24 with job training and pre-apprenticeship opportunities in nursing and construction industries.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt8Cal Fire Hazard Mitigation-Carr Fire - The McConnell Foundation received a $12.7 million dollar Cal Fire grant for hazardous fuel reduction treatments (removal of dead and dying trees and brush and resprouting brush) along specific locations identified within the Carr Fire Footprint in West Redding to mitigate wildfire danger. The work during grant period 8/28/19-3/15/22 will take place in and around the communities of Old Shasta, Keswick and French Gulch on approximately 800 private property parcels and miscellaneous Bureau of Land Management parcels for a treatment area of approximately 3,000 to 3,500 acres. The value of the fuel treatments, both in terms of reduced fire behavior/intensity and in terms of impacts (i.e. promoting resprouting of desirable tree species through fuel reduction treatment of competing shrub and invasive species) will produce long-term benefits. These benefits include reductions in vertical and horizontal continuity of fuels and removing competition from many small, closely spaced, fire-vulnerable species into a smaller number of resilient larger trees, thereby improving overall fire resiliency and carbon stocks. This project will lessen the probability of subsequent moderate- to high-severity re-burns. Reducing the probability of re-burns will reduce loss of life and/or personal injury and protect critical facilities, essential services, infrastructure, continuity of government operations, and public and private property. Reducing the occurrence of re-burns will protect ecosystem services such as water quality, flood control, green infrastructure, wildlife habitat, soil structure, and carbon sequestration. Roadside removal of dead and dying trees combined with roadside hazard fuel mitigation efforts will decrease the risk of human caused fire starts by decreasing the volume of hazard fuels in close proximity to roadways. Vehicle-started fires are the second leading cause of fire starts in the CalFire Shasta-Trinity Unit and caused the Carr Fire. These fuel reduction treatments allow roadways to serve as safe ingress and egress for residents in the event of fire, as well as providing tactical areas for suppression activities by hampering fire's ability to 'jump' roadways. Reducing fuel loading around vital firefighting infrastructure will increase efficiency of local response efforts by promoting safe access to and use of fire hydrants, water drafting locations, staging areas, etc. Finally, the removal of hazardous trees and vegetation creates defensible space around habitable structures, both those still standing post-Carr Fire and those that will be rebuilt. This will slow the spread of fire either from direct flame contact or radiant heat and provide firefighters with a safe area from which to defend a threatened home." EXPENSES: $1,221,326
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt9Trails and Open Space - The McConnell Foundation has over 400 acres of public park land including 8 miles of maintained trails. Thousands of local residents and visitors use the parks annually. During Covid restrictions in 2020, public trail usage notably increased as local residents sought healthy ways to leave the confinement of their homes. All Grounds staff continued their normal full time schedules, following social distancing and using masks and other PPE, in order to maintain the trails and ensure public safety. The Lema Ranch park space is funded by the release of temporarily restricted funds under the disposition of Leah F. McConnell's Estate. EXPENSES: $2,481,820
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113786247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21254857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3101505030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0254413798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113786246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21254857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3101505030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Equities
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Fixed Income
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Real Estate
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Alternative Investments
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InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt10
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt2128063
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt08353120
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt128028242
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt287383
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Building
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1Land
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt2Equipment
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt017614185
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt128028242
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt2215446
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt08360881
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt172020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2655796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3744053
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0RIVERVIEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ANTIQUE RANCH EQUIPMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ART & COLLECTIBLES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3LIMITED PARTNERSHIP INTEREST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4STOCK SHARES - SSR VENTURES, INC.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt172020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2655796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3744053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4208000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$379,984,279
Liabilities
$59,200,298
Net assets
$320,783,981
Revenue
$21,867,294
Expenses
$22,933,956
Net income
-$1,066,662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$435$1.94$433$55.5$32.4$23.1
2023Detailed filing. Detailed filing data is available for this year.$421$10.7$410$29.3$27.4$1.86
2022Detailed filing. Detailed filing data is available for this year.$411$2.64$408$43.9$31.0$13.0
2021Detailed filing. Detailed filing data is available for this year.$396$24.4$372$72.2$32.0$40.2
2020Detailed filing. Detailed filing data is available for this year.$380$59.2$321$21.9$22.9$1.07
2019Detailed filing. Detailed filing data is available for this year.$357$30.2$327$34.3$29.4$4.94
2018Detailed filing. Detailed filing data is available for this year.$348$17.3$331$35.0$26.8$8.20
2017Detailed filing. Detailed filing data is available for this year.$365$44.8$320$45.9$26.1$19.8
2015Summary only. Only limited summary data is available for this year.$351$40.0$24.3$21.0$3.24
2014Summary only. Only limited summary data is available for this year.$344$39.2$23.7$20.6$3.13
2013Summary only. Only limited summary data is available for this year.$341$34.3$17.7$19.4$1.73
2012Summary only. Only limited summary data is available for this year.$343$38.9$15.5$19.5$4.01
2011Summary only. Only limited summary data is available for this year.$349$42.0$20.6$20.4$0.22