Civic Intelligence

Michael J Connell Memorial Fund Trust

990 • Fiscal year 2017 • EIN 95-6032559

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 18, 2018

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.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

4th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

2nd percentile

-118%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

13th percentile

$35,000

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

18th percentile

-3.5%

Faster asset growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-56%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$15,385,828

Down $557,228 (-3.5%) from 2016

Net Assets

Down

$15,385,828

Down $557,228 (-3.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin2nd percentile

Revenue

Down

$471,462

Down $591,717 (-56%) from 2016

Expenses

Up

$1,028,690

Up $37,295 (+3.8%) from 2016

Net Income

Down

-$557,228

Down $629,012 (-876%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2017

Assets$15,385,828
Liabilities$0
Net Assets$15,385,828
Open 2017 Filing

Operations Trend

Revenue Growth3rd 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

2017

Revenue$471,462
Expenses$1,028,690
Net Income-$557,228
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 18, 2018
Return Version
2017v2.3
Gross Receipts
$4,929,898
Mission and Program Overview

Mission

Support regents of university of california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,702,080$13,776,281▲ $74,201
Investments Other Securities$1,005,681$1,046,841▲ $41,160
Savings and Temporary Cash Investments$1,235,295$562,706▼ $672,589
Total Assets$15,943,056$15,385,828▼ $557,228
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$15,943,056$15,385,828▼ $557,228
Total Net Assets Fund Balance$15,943,056$15,385,828▼ $557,228
Total Liabilities and Net Assets / Fund Balance$15,943,056$15,385,828▼ $557,228

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,996--
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
$455,507
Other Revenue
$15,955
Change in Net Assets
$-557,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$777,342
Other Expenses$201,348
Salaries, Compensation, and Employee Benefits$50,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$777,342--$777,342
Fees for Service Investment Mgmnt Fees-$105,192-$105,192
Fees for Services Legal-$54,258-$54,258
Current Officers, Directors, Trustees, and Key Employees-$50,000-$50,000
Fees for Services Accounting-$28,088-$28,088
Other Expenses-$10-$10
Total Functional Expenses$777,342$251,348$0$1,028,690
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Regents of Univ of CAOakland, CA-Support to the General Fund of the Regents of the University$777,342
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 11B

“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
2018-10-18
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
Stephen Smith CPA
Phone
8059629175
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“There is no change in the current year for financial statment review and acceptance process.”

Raw XML AppendixShowing 400 of 416 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/Form990ScheduleAPartVIGrp/ExplanationTxt0ORGANIZATION MAINTAINED A RELATIONSHIP WITH SUPPORTED ORGANIZATION: THE TRUSTEES ARE RESPONSIVE TO THE NEEDS OR DEMANDS OF THE UC REGENTS (THE SUPPORTED ORGANIZATION). THE TRUSTEES MAINTAINED A CLOSE, CONTINUOUS, AND HISTORIC WORKING RELATIONSHIP WITH THE UC REGENTS (THE SUPPORTED ORGANIZATION) BY PROVIDING THE UC REGENTS WITH A DETAILED ANNUAL ACCOUNTING OF ALL TRUST ACTIVITY, INCLUDING IDENTIFICATION OF ALL ASSETS, RECEIPTS, AND DISBURSEMENTS. THE SUPPORTING ORGANIZATION IS A UNITRUST, AND IS OBLIGATED TO PAY THE ENTIRE UNITRUST AMOUNT TO THE UC REGENTS ANNUALLY. TO THAT END, THE TRUSTEES ALSO FURNISH THE UC REGENTS WITH FAIR MARKET VALUES OF TRUST ASSETS AND AN EXPLANATION OF THE CALCULATION OF THE UNITRUST AMOUNT. THE UC REGENTS ARE PROVIDED WITH AN OPPORTUNITY TO ASK FOR ANY ADDITIONAL INFORMATION THEY WOULD LIKE, AND THEY ARE GIVEN AN OPPORTUNITY TO QUESTION TRUSTEE ACTIONS. THE TRUSTEES HAVE NO DISCRETION TO DISTRIBUTE ADDITIONAL AMOUNTS TO THE UC REGENTS BEYOND THE UNITRUST AMOUNT. THEREFORE, THE SUPPORTED ORGANIZATION HAS NO NEED TO VOICE ANY MORE DIRECTION OR PLAY ANY FURTHER ROLE IN THE DIRECTION OF THE SUPPORTING ORGANIZATION'S USE OF ITS INCOME OR ASSETS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2 - SUPPORTED ORGANIZATION.
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IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt016982750
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UC REGENTS
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0777342
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1312677
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt43996
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IRS990ScheduleD/OtherSecuritiesGrp/Desc3VENTURA THOMPSON FIRST TRUST LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc4OTHER MISC INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01046841
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0777342
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/AddressLine1Txt01111 FRANKLIN STREET 8TH FLOOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
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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/ExplanationTxt2THERE IS NO CHANGE IN THE CURRENT YEAR FOR FINANCIAL STATMENT REVIEW AND ACCEPTANCE PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2C
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,385,828
Liabilities
$0
Net assets
$15,385,828
Revenue
$471,462
Expenses
$1,028,690
Net income
-$557,228
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
2017Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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