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← COMMUNITY FOUNDATION SANTA CRUZ COUNTY

Form 990 for tax year 2023

Filed by COMMUNITY FOUNDATION SANTA CRUZ COUNTY.

Totals

Total revenue
$50,381,031
Total expenses
$28,633,788
Contributions and grants received
$45,052,678
Grants paid
$24,869,923
Program service revenue
$290,996
Investment income
$5,363,749
Other revenue
-$326,392
Total assets, end of year
$223,502,260
Total liabilities, end of year
$25,714,972
Net assets or fund balances, end of year
$197,787,288
Program services expenses (Part IX)
$27,683,000
Management and general expenses
$631,832
Fundraising expenses
$318,956
Program service expenses (Part III)
$27,683,000

Program services were 96.7% 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.

  • 1f · All other contributions, gifts and grants

    $45,052,678

  • 1g · Noncash contributions included above

    $10,969,823

  • 2a · Program service revenue: FOUNDATION SERVICES FEES

    total $236,085 · related or exempt $236,085

  • 2b · Program service revenue: INTEREST INCOME - PRI

    total $54,911 · related or exempt $54,911

  • 3 · Investment income

    total $5,363,749 · excluded $5,363,749

  • 11a · Other revenue: OTHER INCOME

    total $94,444 · related or exempt $94,444

  • 11b · Other revenue: SERVICE FEES

    total -$420,836 · related or exempt -$420,836

  • 11e · Other revenue, total

    -$326,392

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $24,869,923 · program services $24,869,923

  • 5 · Compensation of officers, directors and key employees

    total $944,959 · program services $944,959

  • 7 · Other salaries and wages

    total $1,272,896 · program services $714,336 · management and general $366,049 · fundraising $192,511

  • 9 · Other employee benefits

    total $530,679 · program services $394,941 · management and general $95,310 · fundraising $40,428

  • 11c · Fees: accounting

    total $217,227 · program services $162,352 · management and general $36,472 · fundraising $18,403

  • 12 · Advertising and promotion

    total $16,958 · program services $12,674 · management and general $2,847 · fundraising $1,437

  • 13 · Office expenses

    total $232,206 · program services $173,547 · management and general $38,987 · fundraising $19,672

  • 19 · Conferences, conventions and meetings

    total $31,662 · program services $23,664 · management and general $5,316 · fundraising $2,682

  • 20 · Interest

    total $33,168 · program services $24,789 · management and general $5,569 · fundraising $2,810

  • 22 · Depreciation, depletion and amortization

    total $284,673 · program services $212,760 · management and general $47,796 · fundraising $24,117

  • 23 · Insurance

    total $36,580 · program services $27,339 · management and general $6,142 · fundraising $3,099

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $162,857 · program services $121,716 · management and general $27,344 · fundraising $13,797

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,622,165 · end of year $3,362,912

  • 3 · Pledges and grants receivable

    beginning of year $601,359 · end of year $941,928

  • 9 · Prepaid expenses and deferred charges

    beginning of year $64,075 · end of year $85,853

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

    $12,952,818

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

    $3,759,658

  • 10c · Land, buildings and equipment, net

    beginning of year $9,404,949 · end of year $9,193,160

  • 11 · Investments: publicly traded securities

    beginning of year $160,815,738 · end of year $202,251,567

  • 12 · Investments: other securities

    beginning of year $2,605,696 · end of year $109,643

  • 13 · Investments: program-related

    beginning of year $3,455,937 · end of year $3,296,863

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $3,978,258 · end of year $4,260,334

  • 17 · Accounts payable and accrued expenses

    beginning of year $677,982 · end of year $1,671,585

  • 18 · Grants payable

    beginning of year $1,607,443 · end of year $457,500

  • 21 · Escrow or custodial account liability

    beginning of year $17,740,498 · end of year $19,862,811

  • 23 · Secured mortgages and notes payable

    beginning of year $883,638 · end of year $859,103

  • 25 · Other liabilities

    beginning of year $2,911,276 · end of year $2,863,973

  • 27 · Net assets without donor restrictions

    beginning of year $161,727,340 · end of year $197,787,288

Mission and programs · 2023

Mission

TO PROMOTE PHILANTHROPY TO MAKE SANTA CRUZ COUNTY A BETTER PLACE TO LIVE, NOW AND IN THE FUTURE.WE BRING TOGETHER PEOPLE, IDEAS, AND RESOURCES TO INSPIRE PHILANTHROPY AND ACCOMPLISH GREAT THINGS.

Activities or mission (Part I)

TO PROMOTE PHILANTHROPY TO MAKE SANTA CRUZ COUNTY A BETTER PLACE TO LIVE, NOW AND IN THE FUTURE

  • DONOR-ADVISED AND DISCRETIONARY FUNDS HELD AT THE FOUNDATION PROVIDED GRANTS TO TAX-EXEMPT 501(C)(3) NONPROFIT ORGANIZATIONS, CHARITABLE ORGANIZATIONS AND PUBLIC SECTOR SERVICE AGENCIES IN SANTA CRUZ COUNTY AND BEYOND IN SIX BROAD FIELDS OF INTEREST DESIGNATED BY OUR BOARD OF DIRECTORS AS CORE TO OUR MISSION. THESE ARE: ARTS, HISTORY AND CULTURE; COMMUNITY DEVELOPMENT; EDUCATION/YOUTH SERVICES; ENVIRONMENT; HEALTH, AND; HUMAN SERVICES.

    Expenses $27,683,000 · Grants $24,869,923 · Revenue $385,440

As filed on the 2023 return.

Listed in Part VII

  • Julie Haff

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Trevor Strudley

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Jim Weisenstein

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Chris Murphy

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Gina Castaneda

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Doolin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Maria Elena De La Garza

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Liliana 'Lili' Diaz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lawrence 'Larry' Donatoni

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Doug Fischer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rogelio Ponce

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kirk Schmidt

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sandy Skees

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sierra Ryan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Lisa Lurie

    SECRETARY

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • James C Thompson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Kevin Heuer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Heidi Luckenbach

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Rob Allen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Audries Blake

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lisa Fraser

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sabine Dukes

    CHIEF OPERATING & FINANCIAL OFFICER/TREASURER

    Total calculated
    $246,206
    From this org
    $214,366
    From related orgs
    $0
    Other
    $31,840
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $214,366
    Bonus
    $0
    Other
    $0
    Deferred
    $12,880
    Nontaxable benefits
    $18,960
    Filer's total
    $246,206

  • Susan True

    CEO

    Total calculated
    $299,811
    From this org
    $271,176
    From related orgs
    $0
    Other
    $28,635
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,176
    Bonus
    $0
    Other
    $0
    Deferred
    $16,471
    Nontaxable benefits
    $12,164
    Filer's total
    $299,811

  • Tim Carson

    PROGRAM DIRECTOR - RWMF

    Total calculated
    $181,999
    From this org
    $156,464
    From related orgs
    $0
    Other
    $25,535
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $156,464
    Bonus
    $0
    Other
    $0
    Deferred
    $9,490
    Nontaxable benefits
    $16,045
    Filer's total
    $181,999

  • Robert Swartz

    EMPLOYEE

    Total calculated
    $164,696
    From this org
    $157,166
    From related orgs
    $0
    Other
    $7,530
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $157,166
    Bonus
    $0
    Other
    $0
    Deferred
    $6,888
    Nontaxable benefits
    $642
    Filer's total
    $164,696

  • Alexandra Urbick

    CONTROLLER

    Total calculated
    $158,021
    From this org
    $145,787
    From related orgs
    $0
    Other
    $12,234
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $145,787
    Bonus
    $0
    Other
    $0
    Deferred
    $6,636
    Nontaxable benefits
    $5,598
    Filer's total
    $158,021

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

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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.

  • REGIONAL WATER MANAGEMENT FOUNDATION

    501(C)(3) · MANAGE THE INTEGRATED REGIONAL WATER MGMT PROGRAM-SANTA CRUZ COUNTRY · CA · controlled entity

    Directly controlled by COMMUNITY FOUNDATION SANTA CRUZ

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • NLMJ BORINA LAND LLC

    HOLDING TITLE TO AGRICULTURAL LAND; LEASING AGRICULTURAL LAND · CA · income $176,152 · assets $2,847,655

    Directly controlled by COMMUNITY FOUNDATION SANTA CRUZ COUNTY

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUST (4)

    CHARITABLE GIVING · CA · controlled entity

    Directly controlled by CFSCC

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202443189349304809

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

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