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Nonprofiteer
← SONORA AREA FOUNDATION

Form 990 for tax year 2022

Filed by SONORA AREA FOUNDATION.

Totals

Total revenue
$3,834,313
Total expenses
$2,063,988
Contributions and grants received
$3,133,246
Grants paid
$1,549,431
Program service revenue
$175,906
Investment income
$525,161
Other revenue
$0
Total assets, end of year
$17,091,050
Total liabilities, end of year
$356,421
Net assets or fund balances, end of year
$16,734,629
Program services expenses (Part IX)
$1,826,154
Management and general expenses
$95,140
Fundraising expenses
$142,694
Program service expenses (Part III)
$1,826,154

Program services were 88.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $355,087

  • 1e · Government grants (contributions)

    $23,100

  • 1f · All other contributions, gifts and grants

    $2,755,059

  • 1g · Noncash contributions included above

    $613,328

  • 2a · Program service revenue: GRANTS ADMINISTRATION

    total $175,906 · excluded $175,906

  • 3 · Investment income

    total $488,274 · excluded $488,274

  • 7a · Gross sales of assets other than inventory

    securities $2,173,337

  • 7b · Less cost or other basis and sales expenses

    securities $2,136,450

  • 7c · Gain or loss

    securities $36,887

  • 7d · Net gain or loss

    total $36,887 · related or exempt $36,887

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,529,232 · program services $1,529,232

  • 2 · Grants to domestic individuals

    total $20,199 · program services $20,199

  • 7 · Other salaries and wages

    total $220,211 · program services $137,123 · management and general $42,582 · fundraising $40,506

  • 8 · Pension plan contributions

    total $17,656 · program services $10,891 · management and general $3,452 · fundraising $3,313

  • 9 · Other employee benefits

    total $22,802 · program services $12,541 · management and general $4,560 · fundraising $5,701

  • 10 · Payroll taxes

    total $17,076 · program services $10,786 · management and general $3,269 · fundraising $3,021

  • 11c · Fees: accounting

    total $21,587 · program services $13,824 · management and general $7,763

  • 11f · Fees: investment management

    total $62,405 · fundraising $62,405

  • 11g · Fees: other

    total $13,221 · program services $6,375 · management and general $6,846

  • 12 · Advertising and promotion

    total $2,394 · program services $1,533 · management and general $425 · fundraising $436

  • 13 · Office expenses

    total $15,872 · program services $10,165 · management and general $2,817 · fundraising $2,890

  • 14 · Information technology

    total $36,720 · program services $23,515 · management and general $6,518 · fundraising $6,687

  • 16 · Occupancy

    total $29,691 · program services $19,014 · management and general $5,271 · fundraising $5,406

  • 19 · Conferences, conventions and meetings

    total $8,897 · program services $5,698 · management and general $1,579 · fundraising $1,620

  • 22 · Depreciation, depletion and amortization

    total $12,392 · program services $3,718 · management and general $4,089 · fundraising $4,585

  • 23 · Insurance

    total $8,046 · program services $5,153 · management and general $1,428 · fundraising $1,465

  • 24a · Other expenses: MEALS AT MEETINGS

    total $14,467 · program services $9,265 · management and general $2,568 · fundraising $2,634

  • 24b · Other expenses: AUTO AND TRAVEL

    total $11,120 · program services $7,122 · management and general $1,973 · fundraising $2,025

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,215,442 · end of year $1,946,520

  • 4 · Accounts receivable

    beginning of year $154,500 · end of year $151,476

  • 10a · Land, buildings and equipment: cost or other basis

    $558,029

  • 10b · Land, buildings and equipment: accumulated depreciation

    $212,058

  • 10c · Land, buildings and equipment, net

    beginning of year $358,363 · end of year $345,971

  • 11 · Investments: publicly traded securities

    beginning of year $17,088,833 · end of year $14,647,083

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,515 · end of year $21,795

  • 18 · Grants payable

    beginning of year $589,900 · end of year $334,626

  • 27 · Net assets without donor restrictions

    beginning of year $17,336,186 · end of year $15,860,092

  • 28 · Net assets with donor restrictions

    beginning of year $874,537 · end of year $874,537

Mission and programs · 2022

Mission

SEE PAGE 1

Activities or mission (Part I)

STRENGTHENS ITS COMMUNITY THROUGH ASSISTING DONORS, MAKING GRANTS, AND PROVIDING LEADERSHIP.

  • GRANTS TO TAX EXEMPT ORGANIZATIONS FOR CHARITABLE PURPOSES WHICH WILL ENHANCE THE COMMUNITY AND THE QUALITY OF LIFE FOR ITS RESIDENTS.

    Expenses $1,826,154 · Grants $1,549,431

As filed on the 2022 return.

Listed in Part VII

  • Darrell Slocum

    CEO

    Total calculated
    $164,449
    From this org
    $152,000
    From related orgs
    $0
    Other
    $12,449
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $152,000
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $12,449
    Filer's total
    $164,449

  • Vicki Albrecht

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ed Clinite

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mark Kraft

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • David Marquez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Derek Maxson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Dana Mayo

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Clark Segerstrom

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Marianne Wright

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
12 October 2023
IRS schema version
2022v5.0
Source object
202302859349301555

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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