GOLD2023

Shasta Regional Community Foundation

Building family, community and legacy together to achieve charitable goals

aka Community Foundation of the North State   |   Redding, CA   |  http://www.cfnorthstate.org

Mission

To impact the value of California's North State region through the power of giving

Notes from the nonprofit

Please visit our website http://www.cfnorthstate.org to learn more in-depth about the Community Foundation of the North State.

Ruling year info

1996

Chief Executive Officer

Ms. Kerry Caranci

Main address

1335 Arboretum Drive, Ste. B

Redding, CA 96003 USA

Show more contact info

EIN

68-0242276

NTEE code info

Community Foundations (T31)

Other Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C. (T99)

Philanthropy / Charity / Voluntarism Promotion (General) (T50)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

DEVELOPING THE MEANS TO INCREASE THE SOPHISTICATION OF CFNS'S INTERNAL OPERATIONS TO KEEP PACE WITH THE GROWING COMPLEXITY OF THE FOUNDATION'S REACH, SCOPE, AND IMPACT IN THE REGION.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Grantmaking

The Community Foundation offers donors in Shasta, Siskiyou and Tehama counties a variety of options for their charitable giving. We manage over 150 funds providing grants to nonprofit and other organizations and programs in our region.

Population(s) Served
Adults

The Community Foundation of the North State manages many scholarship funds that are awarded to graduating high school seniors as well as students already in an undergraduate program. Some scholarships were started by families or individuals; others by businesses or organizations. All scholarships share one goal: helping young people reach their educational goals.

Population(s) Served
Students

Where we work

Accreditations

Council on Foundations Accredited

Awards

Videos

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Total dollar amount of grants awarded

This metric is no longer tracked.
Totals By Year
Related Program

Grantmaking

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Fiscal year is July 1 - June 30

Number of organizations applying for grants

This metric is no longer tracked.
Totals By Year
Related Program

Grantmaking

Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context Notes

These numbers reflect applications that are deemed complete and eligible. Fiscal year is July 1 - June 30

Total number of grants awarded

This metric is no longer tracked.
Totals By Year
Related Program

Grantmaking

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Fiscal year is July 1 - June 30

Number of Funds managed

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Includes Endowed, Field of Interest and Scholarship funds. Fiscal year is July 1 - June 30

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

*ASSET DEVELOPMENT: GROW TOTAL ASSETS TO $50 MILLION BY 2021, WITH AN EMPHASIS ON FIELD-OF-INTEREST AND UNRESTRICTED FUNDS, IN ORDER TO APPROACH GREATER ORGANIZATIONAL SUSTAINABILITY AND BETTER ADDRESS COMMUNITY NEEDS.

*GRANT-MAKING: GROW TOTAL ANNUAL COMPETITIVE GRANTS TO $1,500,000 BY 2021

*PRIORITIZE COMMUNICATIONS AND INTERNAL MANAGEMENT TO KEEP PACE WITH THE GROWING COMPLEXITY OF THE REACH, SCOPE, AND IMPACT OF THE COMMUNITY FOUNDATION IN THE REGION.

*Fully engage the Board in their asset development role on behalf of CFNS

*Develop, refine and invest in sufficient communications consistent with asset growth goal.

*As a distinct investment in future asset development, significantly increase CFNS's outreach to and engagement with key professional advisors

- A combined over 60 years of staff experience in their fields of expertise.

- In adhering to prudent business practices as recommended by the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and to the benefit of all endowed and managed fund holders, the Community Foundation of the North State’s philanthropic capital is professionally managed under consultation and advisement with Graystone Consulting, Morgan Stanley Private Wealth Management, and overseen by our Board of Directors and Investment Committee.

- Active members of our Board of Directors engaged in our mission

We have met our yearly financial goals to increase total assets.

In 2017, reached a milestone of over $20 million in grant and scholarship distributions since our inception in 2000.

In 2020, reached a milestone of over $30 million in grant and scholarship distributions since our inception in 2000.

Since 2015, hosting of the annual online giving campaign, "North State Giving Tuesday" we have raised $3,061,859 for over 150 regional nonprofit organizations.

Financials

Shasta Regional Community Foundation
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

Shasta Regional Community Foundation

Board of directors
as of 02/15/2023
SOURCE: Self-reported by organization
Board chair

Patricia Bergman

Sue Lang

Retired Claims Adjuster, State Compensation Insurance Fund

Ryan Denham

S.J. Denham Dealership

Susie Reeder

Business Professional

Patricia Bergman

Retired CFO, Vision Care, CPA CGMA

Mark Clure

CFP, AAMS Enso Wealth Management

Bill Cornelius

Retired

Forrest Wilder

Banking Professional

Cheryl Forbes

Attorney

Terry Taforo

Attorney

Jake Mangas

Redding Chamber of Commerce

Brian Seamans

Insurance Professional

Luke Miner

Business Professional

Jessie Shields

Business Professional

Jill Drinkwater

Business Professional

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 11/9/2020
info Candid has made improvements to the race and ethnicity options.

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female, Not transgender (cisgender)
Sexual orientation
Decline to state
Disability status
Decline to state

Race & ethnicity

No data

Gender identity

 

Sexual orientation

No data

Disability

No data

Equity strategies

Last updated: 11/09/2020

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
Policies and processes
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.