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Nonprofiteer
← THE WEST MARIN FUND

Form 990 for tax year 2022

Filed by THE WEST MARIN FUND.

Totals

Total revenue
$2,578,567
Total expenses
$1,871,623
Contributions and grants received
$2,181,062
Grants paid
$1,042,371
Program service revenue
$0
Investment income
$397,223
Other revenue
$282
Total assets, end of year
$4,878,779
Total liabilities, end of year
$104,572
Net assets or fund balances, end of year
$4,774,207
Program services expenses (Part IX)
$1,711,488
Management and general expenses
$87,900
Fundraising expenses
$72,235
Program service expenses (Part III)
$1,711,488

Program services were 91.4% 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.

  • 1e · Government grants (contributions)

    $10,000

  • 1f · All other contributions, gifts and grants

    $2,171,062

  • 1g · Noncash contributions included above

    $46,203

  • 3 · Investment income

    total $106,888 · excluded $106,888

  • 7a · Gross sales of assets other than inventory

    securities $290,335

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

    securities $0

  • 7c · Gain or loss

    securities $290,335

  • 7d · Net gain or loss

    total $290,335 · excluded $290,335

  • 11a · Other revenue: OTHER INCOME

    total $282 · related or exempt $282

  • 11e · Other revenue, total

    $282

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,042,371 · program services $1,042,371

  • 5 · Compensation of officers, directors and key employees

    total $141,707 · program services $116,345 · management and general $9,265 · fundraising $16,097

  • 7 · Other salaries and wages

    total $275,099 · program services $225,862 · management and general $17,987 · fundraising $31,250

  • 9 · Other employee benefits

    total $17,870 · program services $14,472 · management and general $1,205 · fundraising $2,193

  • 10 · Payroll taxes

    total $33,204 · program services $27,261 · management and general $2,171 · fundraising $3,772

  • 11b · Fees: legal

    total $6,651 · management and general $6,651

  • 11c · Fees: accounting

    total $38,832 · program services $6,491 · management and general $25,850 · fundraising $6,491

  • 11f · Fees: investment management

    total $16,123 · program services $15,133 · management and general $990

  • 11g · Fees: other

    total $194,092 · program services $193,680 · management and general $412

  • 13 · Office expenses

    total $49,049 · program services $25,793 · management and general $19,915 · fundraising $3,341

  • 14 · Information technology

    total $23,139 · program services $19,427 · management and general $1,359 · fundraising $2,353

  • 16 · Occupancy

    total $17,410 · program services $14,799 · management and general $957 · fundraising $1,654

  • 17 · Travel

    total $500 · management and general $500

  • 23 · Insurance

    total $6,419 · program services $5,456 · management and general $353 · fundraising $610

  • 24a · Other expenses: FUNDRAISING EXPENSES

    total $3,982 · fundraising $3,982

  • 24b · Other expenses: TELEPHONE AND INTERNET

    total $3,546 · program services $3,014 · management and general $195 · fundraising $337

  • 24c · Other expenses: DUES AND MEMBERSHIP

    total $1,629 · program services $1,384 · management and general $90 · fundraising $155

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $188,604 · end of year $30,980

  • 2 · Savings and temporary cash investments

    beginning of year $812,203 · end of year $1,102,016

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $100,000

  • 11 · Investments: publicly traded securities

    beginning of year $549,601 · end of year $627,678

  • 15 · Other assets

    beginning of year $2,607,123 · end of year $3,018,105

  • 17 · Accounts payable and accrued expenses

    beginning of year $31,268 · end of year $65,084

  • 18 · Grants payable

    beginning of year $59,000 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $39,488

  • 27 · Net assets without donor restrictions

    beginning of year $1,937,679 · end of year $2,554,117

  • 28 · Net assets with donor restrictions

    beginning of year $2,129,584 · end of year $2,220,090

Mission and programs · 2022

Mission

TO MAINTAIN AND ENHANCE THE CULTURAL, HEALTH, EDUCATIONAL, SOCIAL AND CIVIC RESOURCES OF WEST MARIN, A CALIFORNIA COMMUNITY, THROUGH SUPPORT OF OTHER NONPROFIT ORGANIZATIONS AND TO PROVIDE PHILANTHROPIC LEADERSHIP TO HELP CREATE AND PROMOTE EFFORTS AMONG CITIZENS TO MAINTAIN AND IMPROVE THE QUALITY OF LIFE IN THAT COMMUNITY.

  • OVERVIEW IN FY 22-23 WEST MARIN FUND CONCENTRATED OUR PROGRAM SERVICES ON PEOPLE WHOLIVE, WORK AND VISIT IN WEST MARIN. WEST MARIN FUND PROVIDES GRANTS AND TRAINING FOR LOCAL NONPROFITS, AND CONVENES KEY STAKEHOLDERS TO HELP IDENTIFY AND FUND EQUITABLE SOLUTIONS TO CHALLENGES FACING PEOPLE WHO LIVE, WORK AND VISIT IN WEST MARIN. WE CONTINUED OUR SUPPORT FOR COMMUNITY SERVICES THAT INCLUDES FOOD PANTRIES, RENTAL ASSISTANCE, INTERNET ACCESS FOR DISADVANTAGED RURAL FAMILIES, SUMMER PROGRAMS FOR STUDENTS FROM LOW-INCOME HOUSEHOLDS, AND INCREASED ACCESS TO EARLY CHILDHOOD PROGRAMS FOR FAMILIES FACING ECONOMIC AND SOCIAL INSTABILITY. WE INCREASED OUR SUPPORT OF COLLABORATIVE EFFORTS TO ADVANCE EQUITABLE SOLUTIONS TO MAJOR CHALLENGES FACING THE REGION. WE COMPLETED A CONSULTATIVE STRATEGIC PLANNING PROCESS IN THE COMMUNITY TO DEFINE A 10-YEAR VISION AND STRATEGIC DIRECTION SUPPORTED BY 3-YEAR GOALS AND IMPLEMENTATION PLAN. WE COMPLETED OUR FOURTH AUDIT WITH A CLEAN BILL OF HEALTH.PROGRAM SERVICE ACCOMPLISHMENTS:PARTNERING WITH DONORS, NONPROFITS AND COMMUNITY MEMBERS, WE AWARDED MORE THAN $1 MILLION IN GRANTS SUPPORTING QUALITY PRESCHOOL FOR ALL WITH A FOCUS ON FAMILIES IN DISADVANTAGED HOUSEHOLDS, COMMUNITY BASED ORGANIZATIONS PROVIDING ESSENTIAL SERVICES, COMMUNITY BASED ORGANIZATIONS PROVIDING ESSENTIAL SERVICES, YOUTH PROGRAMS AND THE ADVANCEMENT OF EQUITY AND RACIAL JUSTICE IN WEST MARIN.STRENGTHENING WEST MARIN NONPROFITS:WE REGULARLY CONVENED THE WEST MARINNONPROFIT EXECUTIVE DIRECTOR GROUP AND PROVIDED THEM WITH INFORMATION, TRAINING AND TECHNICAL SUPPORT SO THEY COULD EFFECTIVELY RESPOND TO OPPORTUNITIES AND CHALLENGES. WE ALSO ORGANIZED WELL-ATTENDED FREE ONLINE WEBINARS AND WORKSHOPS FOR THE LOCAL NONPROFIT COMMUNITY. REGIONAL COLLABORATION: THROUGH FUNDING, CONVENING, AND EDUCATIONALACTIVITIES, WE PLAYED A KEY ROLE IN THE WEST MARIN COALITION FOR EQUITY AND JUSTICE, THE COMMITTEE FOR HOUSING FOR AGRICULTURAL WORKERS IN WEST MARIN, AND THE ANNUAL WEST MARIN NONPROFIT SURVEY, THE RESULTS OF WHICHWERE PRESENTED TO THE NONPROFIT SECTOR AND FUNDERS, INCLUDING THE COUNTY OF MARIN AND MARIN COMMUNITY FOUNDATION. STRATEGIC PLANNING:WEST MARIN FUND CARRIED OUT A STRATEGIC PLANNING PROCESS TO ENVISION ITS NEXT DECADE AND PRODUCE A 3-YEAR STRATEGIC PLAN. NEARLY 200 PEOPLE WERE INVITED TO PARTICIPATE ANDCONTRIBUTE TO THIS PROCESS. ULTIMATELY, OVER 100 STAKEHOLDERS TOOK PART IN NINE FOCUS GROUPS, INCLUDING NONPROFIT LEADERS, SERVICE PROVIDERS, BUSINESS OWNERS, TRIBAL LEADERS, FARMERS, FOUNDATION, COUNTY AND PARKSTAFF, YOUTH, AND WEST MARIN FUND ADVISORY COUNCIL MEMBERS. 21 DONORS WERE ALSO INDIVIDUALLY INTERVIEWED.

    Expenses $1,711,488 · Grants $1,042,371

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ann Shulman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Catherine King

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • David Lawrence

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gary Ireland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    12

  • Harriet Moss

    CO-PRESIDENT

    Total calculated
    $0
    Hours/week
    12

  • John Casaudoumecq

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Marcia Barinaga

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Maria Niggle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mia Rocca

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Millicent Bogert

    CO-PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Susan Byrd

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Sarah Hobson

    EXECUTIVE DIRECTOR

    Total calculated
    $141,708
    From this org
    $141,708
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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.

Grants on this return

  • HUUKUIKO INC

    $160,000

    GRANT ID# 3706: PURCHASE OF LAND IN NICASIO, CA

  • PRNSA-POINT REYES NATIONAL SEASHORE ASSOCIATION

    $108,500

    GRANT ID# 3115: PETER BEHR CIRCLE MEMBERSHIP; GRANT ID# 3523: WEST MARIN YOUTH IN PARKS; GRANT ID# 3310: GENERAL SUPPORT

  • MARIN PROMISE PARTNERSHIP

    $100,000

    GRANT ID# 3277: MARIN PROMISE PARTNERSHIP GRANT DISTRIBUTION

  • EXTRAFOODORG

    $96,000

    GRANT ID# 3155: GENERAL SUPPORT; GRANT ID# 3518: EXPANDING WEST MARINS FOOD SAFETY NET BY GROWING OUR COMMUNITY COALITION

  • 10000 DEGREES

    $57,500

    GRANT ID # 3211: TO SUPPORT THE ORGANIZATION'S WEST MARIN PROGRAMS. GRANT ID# 3508: 10,000 DEGREES COLLEGE ACCESS PROGRAMMING IN WEST MARIN

  • WEST MARIN COMMUNITY SERVICES

    $51,398

    GRANT ID# 3047: ANNUAL DISTRIBUTION TO WEST MARIN COMMUNITY SERVICES ($30,398.26 TOTAL, $28,115.20 FROM FUTURE FUND AND $2,283.06 FROM FUTURE FUND RESERVE); GRANT ID# 3409: ROMO ZUNIGA FAMILY BEREAVEMENT FUND; GRANT ID# 3532: WMCS STRATEGIC PLANNING: PREPARING FOR FUTURE CHALLENGES; GRANT ID# 3642: GIVING THROUGH YOUTH 2023; GRANT ID# 3475: IMPROVEMENTS TO TOMALES BAY YOUTH CENTER, INCLUDING MURAL PAINTING BY THE STUDENTS; GRANT ID# 3114: GENERAL SUPPORT; GRANT ID# 3046: ANNUAL DISTRIBUTION TO WEST MARIN COMMUNITY SERVICES ($30,398.26 TOTAL, $28,115.20 FROM FUTURE FUND AND $2,283.06 FROM FUTURE FUND RESERVE)

  • WEST MARIN SCHOLARSHIP PROGRAM

    $51,000

    GRANT ID# 3244: GENERAL SUPPORT; GRANT ID# 3675: GIVING THROUGH YOUTH 2023

  • MARIN AGRICULTURAL LAND TRUST (MALT)

    $51,000

    GRANT ID# 3674: GIVING THROUGH YOUTH 2023; GRANT ID# 3148: GENERAL SUPPORT

  • POINT BLUE CONSERVATION SCIENCE

    $50,000

    GRANT ID# 3145: GENERAL SUPPORT

  • COMMUNITY LAND TRUST ASSOCIATION OF WEST MARIN

    $37,500

    GRANT ID# 3112: IN HONOR OF THE WOMEN WHO HAVE HELD CLAM CLOSE TO THEIR HEARTS FOR SO MANY YEARS: MYN ADESS , SUSAN SCOTT, SUSAN BRAYTON, AND MAUREEN CORNELIA; GRANT ID# 3179: PROGRAM EVALUATION AND LEARNING; GRANT ID# 3515: INCREASING LATINX EQUITY AND LANGUAGE JUSTICE IN CLAM

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

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202441369349316279

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

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