Civic Intelligence

Michael Family Foundation

990 • Fiscal year 2018 • EIN 99-0301691

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization ProfileN/A
1215 Salzburg LaneLodi, CA 95242

(209) 401-8177

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

10th percentile

-30%

Higher net margin than 10% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

13th percentile

-10%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

35th percentile

-1.4%

Faster revenue growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$3,508,705

Down $407,460 (-10%) from 2017

Net Assets

Down

$3,508,169

Down $407,460 (-10%) from 2017

Liabilities

Flat

$536

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin10th percentile

Revenue

Down

$179,140

Down $2,481 (-1.4%) from 2017

Expenses

Up

$233,159

Up $78,878 (+51%) from 2017

Net Income

Down

-$54,019

Down $81,359 (-298%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $15,588,343Liabilities 2011: $631,693Net Assets 2011: $14,956,6502011Assets 2012: $14,607,798Liabilities 2012: $358,459Net Assets 2012: $14,249,3392012Assets 2013: $13,913,810Liabilities 2013: $190,627Net Assets 2013: $13,723,1832013Assets 2014: $3,892,118Liabilities 2014: $47Net Assets 2014: $3,892,0712014Assets 2015: $3,625,446Liabilities 2015: $536Net Assets 2015: $3,624,9102015Assets 2016: $3,590,790Liabilities 2016: $536Net Assets 2016: $3,590,2542016Assets 2017: $3,916,165Liabilities 2017: $536Net Assets 2017: $3,915,6292017Assets 2018: $3,508,705Liabilities 2018: $536Net Assets 2018: $3,508,1692018Assets 2019: $3,893,782Liabilities 2019: $536Net Assets 2019: $3,893,2462019Assets 2020: $4,121,974Liabilities 2020: $889Net Assets 2020: $4,121,0852020Assets 2021: $4,131,217Liabilities 2021: $0Net Assets 2021: $4,131,2172021Assets 2022: $3,199,735Liabilities 2022: $0Net Assets 2022: $3,199,7352022Assets 2023: $3,322,826Liabilities 2023: $0Net Assets 2023: $3,322,8262023Assets 2024: $3,948,043Liabilities 2024: $0Net Assets 2024: $3,948,0432024

Highlighted filing

2018

Assets$3,508,705
Liabilities$536
Net Assets$3,508,169
Open 2018 Filing

Operations Trend

Revenue Growth35th percentile

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

$5.0M$0-$5.0M-$10MExpenses 2011: $1,694,8342011Expenses 2012: $2,059,7702012Revenue 2013: $1,211,452Expenses 2013: $1,737,608Net Income 2013: -$526,1562013Revenue 2014: -$9,155,512Expenses 2014: $656,182Net Income 2014: -$9,811,6942014Revenue 2015: -$16,619Expenses 2015: $269,959Net Income 2015: -$286,5782015Revenue 2016: $29,285Expenses 2016: $152,403Net Income 2016: -$123,1182016Revenue 2017: $181,621Expenses 2017: $154,281Net Income 2017: $27,3402017Revenue 2018: $179,140Expenses 2018: $233,159Net Income 2018: -$54,0192018Revenue 2019: $140,344Expenses 2019: $265,700Net Income 2019: -$125,3562019Revenue 2020: $267,941Expenses 2020: $247,128Net Income 2020: $20,8132020Revenue 2021: $753,290Expenses 2021: $305,189Net Income 2021: $448,1012021Revenue 2022: -$224,993Expenses 2022: $287,575Net Income 2022: -$512,5682022Revenue 2023: $91,730Expenses 2023: $244,588Net Income 2023: -$152,8582023Revenue 2024: $364,374Expenses 2024: $261,516Net Income 2024: $102,8582024

Highlighted filing

2018

Revenue$179,140
Expenses$233,159
Net Income-$54,019
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Gross Receipts
$994,892
Mission and Program Overview

Mission

To grant funding to charities/nonprofit organizations that provide direct support and services to communities in the areas of shelter, food, education and the preservation of the environment.

To fund nonprofit organizations assisting families and persons in need of shelter, food, clothing, education and/or medical needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,802,183$3,348,191▼ $453,992
Savings and Temporary Cash Investments$71,454$151,676▲ $80,222
Cash and Non-Interest-Bearing Accounts$42,528$8,838▼ $33,690
Total Assets$3,916,165$3,508,705▼ $407,460
Liabilities
Accounts Payable and Accrued Expenses$536$536→ $0
Total Liabilities$536$536→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$3,915,629$3,508,169▼ $407,460
Total Net Assets Fund Balance$3,915,629$3,508,169▼ $407,460
Total Liabilities and Net Assets / Fund Balance$3,916,165$3,508,705▼ $407,460
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Joseph D MichaelPresident
Miriam MichaelVice President/treasurer
Chris EnghBoard Member
Tobbie WellsBoard Member
Cindy ClarkeSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$179,140
Other Revenue
$0
Change in Net Assets
$-54,019
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$195,000
Other Expenses$38,159
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$195,000--$195,000
Fees for Service Investment Mgmnt Fees-$29,469-$29,469
Fees for Services Accounting-$5,900-$5,900
Insurance-$1,852-$1,852
Office Expenses-$928-$928
Other Expenses-$10-$10
Total Functional Expenses$195,000$38,159$0$233,159
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST MARY'S DINING ROOMStockton, CA501(c)(3)General Program Support$70,000
Stockton Shelter for the HomelessStockton, CA501(c)(3)To Support Shelter Program$65,000
Habilitat IncKaneohe, HI501(c)(3)To Support the Residential Addiction Treatment Program$35,000
Helping Hands HawaiiHonolulu, HI501(c)(3)To Support the Community Clearing House Program$15,000
Loel FoundationLodi, CA501(c)(3)To Support the Meals on Wheels Program$10,000
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
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The following individuals serve as directors on the board and have familial relationships: joseph michael/miriam michael joseph michael/cindy clarke miriam michael/cindy clarke”

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

“A draft of the 990 is forwarded to all board members via email or post. Board members review the return. Comments and questions are directed to the preparer for resolution. All board members receive a final copy of the 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is reviewed at the annual board meeting by all board members.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and conflict of interest policy available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Michael Family Foundation
EIN
99-0301691
Phone
2094018177
Address
1215 SALZBURG LANE, LODI, CA 95242

Signing Officer

Name
Cindy Clarke
Title
Secretary
Phone
2094018177
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cindy Clarke
Formed
1996
Legal Domicile
Hi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Bowman & Company Llp
Address
10100 TRINITY PARKWAYSTE 310, STOCKTON, CA 95219
Preparer
Tobbie J Wells CPA
Phone
2094731040
Raw XML Appendix386 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT SHELTER PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO SUPPORT THE COMMUNITY CLEARING HOUSE PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO SUPPORT THE RESIDENTIAL ADDICTION TREATMENT PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO SUPPORT THE MEALS ON WHEELS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0STOCKTON SHELTER FOR THE HOMELESS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HELPING HANDS HAWAII
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2HABILITAT INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3LOEL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ST MARY'S DINING ROOM
IRS990ScheduleI/RecipientTable/RecipientEIN0680095693
IRS990ScheduleI/RecipientTable/RecipientEIN1237365077
IRS990ScheduleI/RecipientTable/RecipientEIN2990146306
IRS990ScheduleI/RecipientTable/RecipientEIN3942412399
IRS990ScheduleI/RecipientTable/RecipientEIN4942687280
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0411 S HARRISON STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12100 N NIMITZ HWY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 801
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3105 S WASHINGTON STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4545 W SONORA ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0STOCKTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/CityNm2KANEOHE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3LODI
IRS990ScheduleI/RecipientTable/USAddress/CityNm4STOCKTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095203
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd196819
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd296744
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd394240
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd495203
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MONITORS THE GRANTS BY REQUESTING FOLLOW-UP CORRESPONDENCE FROM THE GRANTEE ON THE USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt05
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOLLOWING INDIVIDUALS SERVE AS DIRECTORS ON THE BOARD AND HAVE FAMILIAL RELATIONSHIPS: JOSEPH MICHAEL/MIRIAM MICHAEL JOSEPH MICHAEL/CINDY CLARKE MIRIAM MICHAEL/CINDY CLARKE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE 990 IS FORWARDED TO ALL BOARD MEMBERS VIA EMAIL OR POST. BOARD MEMBERS REVIEW THE RETURN. COMMENTS AND QUESTIONS ARE DIRECTED TO THE PREPARER FOR RESOLUTION. ALL BOARD MEMBERS RECEIVE A FINAL COPY OF THE 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS REVIEWED AT THE ANNUAL BOARD MEETING BY ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt03508705
IRS990/TotalAssetsGrp/BOYAmt03916165
IRS990/TotalAssetsGrp/EOYAmt03508705
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038159
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0195000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0233159
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0536
IRS990/TotalLiabilitiesEOYAmt0536
IRS990/TotalLiabilitiesGrp/BOYAmt0536
IRS990/TotalLiabilitiesGrp/EOYAmt0536
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03915629
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0195000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0179140
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0179140
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03916165
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03508705
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03915629
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03508169
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0LODI
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095242
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY CLARKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02094018177
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0990301691
ReturnHeader/Filer/PhoneNum02094018177
ReturnHeader/Filer/USAddress/AddressLine1Txt01215 SALZBURG LANE
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095242
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EA4F0B895A6AB45715D04E332103DC392B5152F0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02271D9B2CFDAC5B3AC480F5F896B983FE696CB10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.201.67.50
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:28:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941481988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOWMAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010100 TRINITY PARKWAYSTE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094731040
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TOBBIE J WELLS CPA
ReturnHeader/ReturnTs02019-05-15T17:29:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,508,705
Liabilities
$536
Net assets
$3,508,169
Revenue
$179,140
Expenses
$233,159
Net income
-$54,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.36$0.26$0.10
2023Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.09$0.24$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.22$0.29$0.51
2021Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.75$0.31$0.45
2020Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.27$0.25$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.14$0.27$0.13
2018Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.18$0.23$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.18$0.15$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.03$0.15$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.62$0.02$0.27$0.29
2014Summary only. Only limited summary data is available for this year.$3.89$0.00$3.89$9.16$0.66$9.81
2013Detailed filing. Detailed filing data is available for this year.$13.9$0.19$13.7$1.21$1.74$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$0.36$14.2$2.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$0.63$15.0$1.69