Civic Intelligence

Michael J Connell Memorial Fund Trust

990 • Fiscal year 2015 • EIN 95-6032559

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 01, 2016

Organization ProfileN/A
317 E Carrillo StSanta Barbara, CA 93101

(805) 963-8611

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

4th percentile

0.00x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

13th percentile

$35,000

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

50th percentile

1.1%

Faster asset growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

37%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$15,871,272

Up $175,026 (+1.1%) from 2014

Net Assets

Up

$15,871,272

Up $175,026 (+1.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin74th percentile

Revenue

Up

$1,270,859

Up $342,161 (+37%) from 2014

Expenses

Up

$1,095,832

Up $97,759 (+9.8%) from 2014

Net Income

Up

$175,027

Up $244,402 (+352%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $15,554,040Liabilities 2011: $0Net Assets 2011: $15,554,0402011Assets 2012: $15,595,849Liabilities 2012: $0Net Assets 2012: $15,595,8492012Assets 2013: $15,765,621Liabilities 2013: $0Net Assets 2013: $15,765,6212013Assets 2014: $15,696,246Liabilities 2014: $0Net Assets 2014: $15,696,2462014Assets 2015: $15,871,272Liabilities 2015: $0Net Assets 2015: $15,871,2722015Assets 2016: $15,943,056Liabilities 2016: $0Net Assets 2016: $15,943,0562016Assets 2017: $15,385,828Liabilities 2017: $0Net Assets 2017: $15,385,8282017Assets 2018: $15,665,303Liabilities 2018: $0Net Assets 2018: $15,665,3032018Assets 2019: $15,386,360Liabilities 2019: $0Net Assets 2019: $15,386,3602019Assets 2020: $14,966,546Liabilities 2020: $0Net Assets 2020: $14,966,5462020Assets 2021: $15,395,488Liabilities 2021: $0Net Assets 2021: $15,395,4882021Assets 2022: $15,092,456Liabilities 2022: $0Net Assets 2022: $15,092,4562022Assets 2023: $7,459,022Liabilities 2023: $0Net Assets 2023: $7,459,0222023Assets 2024: $903,759Liabilities 2024: $0Net Assets 2024: $903,7592024

Highlighted filing

2015

Assets$15,871,272
Liabilities$0
Net Assets$15,871,272
Open 2015 Filing

Operations Trend

Revenue Growth88th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $785,749Expenses 2011: $990,767Net Income 2011: -$205,0182011Revenue 2012: $968,930Expenses 2012: $927,121Net Income 2012: $41,8092012Revenue 2013: $1,134,862Expenses 2013: $965,090Net Income 2013: $169,7722013Revenue 2014: $928,698Expenses 2014: $998,073Net Income 2014: -$69,3752014Revenue 2015: $1,270,859Expenses 2015: $1,095,832Net Income 2015: $175,0272015Revenue 2016: $1,063,179Expenses 2016: $991,395Net Income 2016: $71,7842016Revenue 2017: $471,462Expenses 2017: $1,028,690Net Income 2017: -$557,2282017Revenue 2018: $1,328,319Expenses 2018: $1,048,844Net Income 2018: $279,4752018Revenue 2019: $704,992Expenses 2019: $983,935Net Income 2019: -$278,9432019Revenue 2020: $639,270Expenses 2020: $1,059,084Net Income 2020: -$419,8142020Revenue 2021: $1,508,950Expenses 2021: $1,080,008Net Income 2021: $428,9422021Revenue 2022: $808,622Expenses 2022: $1,111,654Net Income 2022: -$303,0322022Revenue 2023: $557,951Expenses 2023: $8,191,385Net Income 2023: -$7,633,4342023Revenue 2024: $102,022Expenses 2024: $6,657,285Net Income 2024: -$6,555,2632024

Highlighted filing

2015

Revenue$1,270,859
Expenses$1,095,832
Net Income$175,027
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 1, 2016
Return Version
2015v2.1
Gross Receipts
$5,957,188
Mission and Program Overview

Mission

Support regents of university of california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,304,920$13,972,334▼ $332,586
Savings and Temporary Cash Investments$828,501$1,243,089▲ $414,588
Investments Other Securities$562,824$655,849▲ $93,025
Total Assets$15,696,245$15,871,272▲ $175,027
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$15,696,245$15,871,272▲ $175,027
Total Net Assets Fund Balance$15,696,245$15,871,272▲ $175,027
Total Liabilities and Net Assets / Fund Balance$15,696,245$15,871,272▲ $175,027
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Richard WilsonCo-trustee-$35,000$35,000
Jeff LoeblCo-trusteePT$15,000$15,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,261,118
Other Revenue
$9,741
Change in Net Assets
$175,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$874,690
Other Expenses$171,142
Salaries, Compensation, and Employee Benefits$50,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$874,690--$874,690
Fees for Service Investment Mgmnt Fees-$106,624-$106,624
Current Officers, Directors, Trustees, and Key Employees-$50,000-$50,000
Fees for Services Accounting-$30,778-$30,778
Fees for Services Legal-$29,366-$29,366
Travel-$859-$859
Other Expenses-$75-$75
Total Functional Expenses$874,690$221,142$0$1,095,832
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Regents of Univ of CAOakland, CA-Support to the General Fund of the Regents of the University$874,690
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
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 11

“Line 11b explanation - the 990 is reviewed by counsel to co-trustees'. Once counsel has reviewed the return, the return is then circulated to co-trustees for their review and comment. Once co-trustees complete their review and approve, the return is authorized for filing by the co-trustees, and the instruction given to the accountants for co-trustees to finalize and file the return.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Michael J Connell Memorial Fund
EIN
95-6032559
Phone
8059638611
Address
317 E CARRILLO ST, SANTA BARBARA, CA 93101

Signing Officer

Name
Jeff Loebl
Title
Co-trustee
Phone
8059628611
Signed
2016-11-01
Discuss with paid preparer
Yes

Organization Details

Formed
1939
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Mcgowan Guntermann
Address
111 E VICTORIA ST 2ND FLOOR, SANTA BARBARA, CA 93101-2018
Preparer
CARLA N O'NEILL CPA
Phone
8059629175
Raw XML Appendix378 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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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt018466103
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0901873
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt01398672
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt016313944
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt016581514
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0266685
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0276992
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt0563157
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt0485917
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt017512289
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt018189111
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0612930
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0636619
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt017778974
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt018466103
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0612930
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0636619
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0943067788
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0874690
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UC REGENTS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0874690
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0874690
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT TO THE GENERAL FUND OF THE REGENTS OF THE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0REGENTS OF UNIV OF CA
IRS990ScheduleI/RecipientTable/RecipientEIN0943067788
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0300 LAKESIDE DRIVE-7TH FLOOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094612
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - THE 990 IS REVIEWED BY COUNSEL TO CO-TRUSTEES'. ONCE COUNSEL HAS REVIEWED THE RETURN, THE RETURN IS THEN CIRCULATED TO CO-TRUSTEES FOR THEIR REVIEW AND COMMENT. ONCE CO-TRUSTEES COMPLETE THEIR REVIEW AND APPROVE, THE RETURN IS AUTHORIZED FOR FILING BY THE CO-TRUSTEES, AND THE INSTRUCTION GIVEN TO THE ACCOUNTANTS FOR CO-TRUSTEES TO FINALIZE AND FILE THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt015696245
IRS990/TotalAssetsEOYAmt015871272
IRS990/TotalAssetsGrp/BOYAmt015696245
IRS990/TotalAssetsGrp/EOYAmt015871272
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0221142
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0874690
IRS990/TotalFunctionalExpensesGrp/TotalAmt01095832
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt015696245
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015871272
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0874690
IRS990/TotalReportableCompFromOrgAmt050000
IRS990/TotalRevenueGrp/ExclusionAmt09741
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01261118
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01270859
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015696245
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015871272
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0859
IRS990/TravelGrp/TotalAmt0859
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt015696245
IRS990/UnrestrictedNetAssetsGrp/EOYAmt015871272
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0317 E CARRILLO ST
IRS990/USAddress/CityNm0SANTA BARBARA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093101
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF LOEBL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08059628611
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL J CONNELL MEMORIAL FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ALLEN & KIMBELL
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0956032559
ReturnHeader/Filer/PhoneNum08059638611
ReturnHeader/Filer/USAddress/AddressLine1Txt0317 E CARRILLO ST
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953680171
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCGOWAN GUNTERMANN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 E VICTORIA ST 2ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0931012018
ReturnHeader/PreparerPersonGrp/PhoneNum08059629175
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARLA N O'NEILL CPA
ReturnHeader/ReturnTs02016-11-11T18:35:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,871,272
Liabilities
$0
Net assets
$15,871,272
Revenue
$1,270,859
Expenses
$1,095,832
Net income
$175,027
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$0.10$6.66$6.56
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.46$0.00$7.46$0.56$8.19$7.63
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.1$0.00$15.1$0.81$1.11$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.00$15.4$1.51$1.08$0.43
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$0.00$15.0$0.64$1.06$0.42
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$0.00$15.4$0.70$0.98$0.28
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$0.00$15.7$1.33$1.05$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.00$15.4$0.47$1.03$0.56
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$0.00$15.9$1.06$0.99$0.07
2015Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$1.27$1.10$0.18
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.7$0.00$15.7$0.93$1.00$0.07
2013Summary only. Only limited summary data is available for this year.$15.8$0.00$15.8$1.13$0.97$0.17
2012Summary only. Only limited summary data is available for this year.$15.6$0.00$15.6$0.97$0.93$0.04
2011Summary only. Only limited summary data is available for this year.$15.6$0.00$15.6$0.79$0.99$0.21