Community Matters FY2021 filing

Tax-deductible

Santa Rosa, CA501(c)(3)Community DevelopmentEIN 68-0369720Revenue $987K in FY2021

On file with the IRScommunity-matters.orgPo Box 14816, 95402-6816 · Santa Rosa, CATax-exempt since Nov 1996Publicly supported — 509(a)(2)

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Community Matters collaborates with schools and communities to create and maintain safe, inclusive environments where all youth and adults can thrive. Community Matters focuses on positive school climate and waking up the courage in youth to stand up for one another, eradicate bullying by eliminating bystander indifference and promoting peer to peer relationships, as well as those with educators, administrators and parents.

501(c)(3) charity; gifts are tax-deductible.
68¢ of each $1 spent went to programs.
$94K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $155K a year · 9% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
68%
of spending
Fine: 68% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$94K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $13K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$347K
87% of total assets
Concern: liabilities are 87% of assets; over 80%.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$987K
-39% vs prior year
Spent
$1.0M
To programs
68%
Net assets
$50K
By yearFY2020–FY2025
Revenue
$987K
FY2021▼ -39%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.6M
FY2021$987K
FY2022$1.6M
FY2023$1.7M
FY2024$2.5M
FY2025$2.5M
Expenses
$1.0M
FY2021▼ -48%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.0M
FY2021$1.0M
FY2022$1.2M
FY2023$1.5M
FY2024$2.0M
FY2025$2.2M
Net assets
$50K
FY2021▼ -51%
Tap a bar for its year
Net assets by fiscal year
FY2020$103K
FY2021$50K
FY2022$422K
FY2023$640K
FY2024$1.1M
FY2025$1.4M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

68 cents of each dollar spent went to programs.

Program services 68% · $698K Management & general 28% · $287K Fundraising 5% · $48K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990; $94K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$93,777Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Erica Vogel’s $159K as CEO is at the 50th percentile of top reported officer pay among 2832 $1–10M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Erica Vogel$159,125$150,800$104,965$79,005$93,777—
Diana Curtin—————$123,938
Leeann R Lichnovsky$113,000$105,800————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Community Matters executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Fosters safe, inclusive school environments, empowering youth to prevent bullying and build positive relationships.

Provided by the organization

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3 programs · $677K · in their own filed words · FY2020
01

School Climate Initiatives- Engage key education stakeholders (administrators, staff, parents, community and youth) in school climate improvements intended to create long-lasting systemic changes.

$442Kprogram expense
02

Student-centered, School Safety programs- Peer to peer, bystander education programs; proven effective and scientifically based [Safe School Ambassadors is listed in SAMHSA's National Registry of Evidence-Based Programs and Practices].

$208Kprogram expense
03

The Every 15 Minutes campaign is on site school instruction for youth safety, The WE-2020 campaign was dedicated to promoting community engagement. The Made in Santa Rosa is creating a foundation for the benefit of Santa Rosa students.

$28Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$13K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$987K
Ln 12
Gifts and grantsLn 1h$673K
Fees for servicesLn 2g$305K
Investment incomeLn 3$10K
Money outPt IX
$1.0M
Ln 25
Programscol B$698K
Managementcol C$287K
Fundraisingcol D$48K
Owns and owesPt X
$50K
net assets · Ln 32
Cash and savingsLn 1–2$361K
Total assetsLn 16$397K
LiabilitiesLn 26$347K
PeoplePt VI, VII
14
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$673K
Government grantsLn 1e$460K
Fees for servicesLn 2g$305K
Investment incomeLn 3$10K
Gains on assetsLn 7$10K
Total revenueLn 12$987K
Assets in detailPt X, end of year
CashLn 1$202K
SavingsLn 2$159K
Cash and savings togetherLn 1–2$361K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$630
Other assetsLn 15$5K
Total assetsLn 16$397K
LiabilitiesLn 26$347K
Net assetsLn 32$50K
OperationsPt I, VI
EmployeesI 521
VolunteersI 621
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$482K$361K
InvestmentsLn 11–13$13K$0
Land, buildings, equipmentLn 10c$630$630
Total assetsLn 16$565K$397K
LiabilitiesLn 26$461K$347K
Net assetsLn 32$103K$50K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$94K$70K$14K$9K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$512K$301K$182K$30K
Pension plan contributionsLn 8$10K$6K$3K$651
Other employee benefitsLn 9$0
Payroll taxesLn 10$50K$31K$16K$3K
Management feesLn 11a$0
Legal feesLn 11b$152$152
Accounting feesLn 11c$2K$2K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$2K$928$1K
Advertising and promotionLn 12$0
Office expensesLn 13$650$650
Information technologyLn 14$12K$12K
RoyaltiesLn 15$0
OccupancyLn 16$75K$46K$24K$5K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$210$210
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$24K$24K
Other expenses (24a–d)Ln 24$237K$234K$3K$510
All other expensesLn 24e$12K$9K$4K
Total functional expensesLn 25$1.0M$698K$287K$48K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.5M$2.2M$281K$1.4M 990 PDF
FY2024 $2.5M$2.0M$485K$1.1M 990 PDF
FY2023 $1.7M$1.5M$217K$640K 990 PDF
FY2022 $1.6M$1.2M$372K$422K 990 PDF
FY2021 Viewing $987K$1.0M−$46K$50K 990 PDF
FY2020 $1.6M$2.0M−$378K$103K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $987,399 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,013,723$672,590
I-9 Program service revenuePrior year $608,251$305,112
I-10 Investment incomePrior year $207$9,697
I-11 Other revenue$0
I-12 Total revenuePrior year $1,622,181$987,399
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,251,798$666,683
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $748,737$366,286
I-18 Total expensesPrior year $2,000,535$1,032,969
I-19 Revenue less expensesPrior year −$378,354−$45,570
Part VI · Governance 13 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $987,399 across 10 lines filed
VIII-1e Government grants$459,970
VIII-1f All other contributions, gifts and grants$212,620
VIII-1h Total contributions, gifts and grants$672,590
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $305,112$305,112
VIII-3 Investment incomeExcluded from tax $106$106
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $9,591$9,591
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $314,703 · Excluded from tax $106$987,399
Part IX · Statement of functional expenses $1,032,969 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $70,333 · Management $14,067 · Fundraising $9,378$93,778
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $300,874 · Management $182,055 · Fundraising $29,544$512,473
IX-8 Pension plan contributionsPrograms $6,213 · Management $3,238 · Fundraising $651$10,102
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $30,817 · Management $16,282 · Fundraising $3,231$50,330
IX-11a Management fees$0
IX-11b Legal feesManagement $152$152
IX-11c Accounting feesManagement $2,500$2,500
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $928 · Management $1,098$2,026
IX-12 Advertising and promotion$0
IX-13 Office expensesManagement $650$650
IX-14 Information technologyManagement $11,984$11,984
IX-15 Royalties$0
IX-16 OccupancyPrograms $46,071 · Management $24,341 · Fundraising $4,831$75,243
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestManagement $210$210
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $24,273$24,273
IX-24 Other expenses (24a–d)Programs $233,685 · Management $2,568 · Fundraising $510$236,763
IX-24e All other expensesPrograms $8,617 · Management $3,868$12,485
IX-25 Total functional expensesPrograms $697,538 · Management $287,286 · Fundraising $48,145$1,032,969
Part X · Balance sheet $397,351 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $472,531$201,909
X-2 Savings and temporary cash investmentsStart of year $9,935$159,454
X-3 Pledges and grants receivableStart of year $9,839$12,828
X-4 Accounts receivableStart of year $45,857$17,212
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $5,421$0
X-10c Land, buildings and equipment, netStart of year $630$630
X-11 Publicly traded securitiesStart of year $13,134$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $7,173$5,318
X-16 Total assetsStart of year $564,520$397,351
X-17 Accounts payable and accrued expensesStart of year $21,494$30,046
X-25 Other liabilitiesStart of year $439,840$316,839
X-26 Total liabilitiesStart of year $461,334$346,885
X-32 Total net assets or fund balancesStart of year $103,186$50,466
X-33 Total liabilities and net assetsStart of year $564,520$397,351
Part XI · Reconciliation of net assets $50,466 net assets at year end
XI-1 Total revenue$987,399
XI-2 Total expenses$1,032,969
XI-3 Revenue less expenses−$45,570
XI-4 Net assets at start of year$103,186
XI-5 Net unrealized gains (losses) on investments−$7,150
XI-10 Net assets at end of year$50,466

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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