Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 2,023,106 | 1,151,345 | 1,432,672 | 2,059,544 | 1,875,918 | 8,542,585 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 2,023,106 | 1,151,345 | 1,432,672 | 2,059,544 | 1,875,918 | 8,542,585 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 397,748 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 8,144,837 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 2,023,106 | 1,151,345 | 1,432,672 | 2,059,544 | 1,875,918 | 8,542,585 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 41,673 | 67,625 | 93,847 | 126,189 | 329,334 | |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 8,871,919 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 1 | FARMLINK HELPS FARMERS TO BUILD STRONG BUSINESS SKILLS, ACCESS FAIR FINANCING, AND ESTABLISH SECURE LAND TENURE. ESTABLISHED IN 1999, FARMLINK SUPPORTS BEGINNING, LIMITED-RESOURCE, IMMIGRANT AND OTHER UNDERSERVED FARMERS. WE WORK THROUGHOUT THE STATE OF CALIFORNIA, WITH PARTICULAR FOCUS ON THE CENTRAL COAST, CENTRAL VALLEY, AND NORTH COAST REGIONS. OUR PARTNERSHIPS WITH FARM TRAINING PROGRAMS, GOVERNMENT AGENCIES, IMPACT INVESTORS, AND OTHER NONPROFITS HELP FARMERS ACCESS LAND AND FINANCING. CALIFORNIA FARMLINK WAS CERTIFIED AS A COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION (CDFI) IN 2013. IT IS ONE OF THE FIRST AGRICULTURAL CDFIS IN THE NATION FOCUSED ON SUSTAINABLE AND ORGANIC AGRICULTURE, AND ECONOMIC AND ENVIRONMENTAL RESILIENCE. OUR VISION INCLUDES: 1) EQUITABLE ACCESS TO ECONOMIC OPPORTUNITY IN FOOD AND AGRICULTURE, 2) SKILLED FARMERS AND RANCHERS WHO ARE ABLE TO BUILD WEALTH, 3) HEALTHY FOOD, PEOPLE, AND NATURAL RESOURCES. FARMLINK SUPPORTS A DIVERSE COMMUNITY OF FARMERS THAT INCLUDE WOMEN, PEOPLE OF COLOR, AND IMMIGRANTS-ALL OF WHOM ARE OFTEN UNDER-CAPITALIZED. THESE FARMERS ARE THE FUTURE OF A HEALTHY, REGIONALIZED FOOD SYSTEM. OUR STAFF AND BUSINESS ADVISERS PROVIDE ONE-ON-ONE TECHNICAL ASSISTANCE, WORKSHOPS, CONNECTIONS, AND RESOURCES. THREE STRATEGIC INITIATIVES DRIVE FARMLINK'S EDUCATIONAL PROGRAMS: THE WEALTH BUILDING INITIATIVE FOCUSES ON HELPING THOSE WHO HAVE HISTORICALLY BEEN DENIED ACCESS TO LAND, CREDIT, AND EDUCATION AND HAVE HAD LIMITED OPPORTUNITIES TO BUILD WEALTH AND EQUITY IN THEIR BUSINESS AND PERSONAL ASSETS. ACTIVITIES INCLUDE ONE-ON-ONE TECHNICAL ASSISTANCE, A PEER-TO-PEER MENTORSHIP PROGRAM, AND ACCESS TO CREDIT. WE WILL ALSO LOOK AT APPLICABLE MODELS FROM AFFORDABLE HOUSING THAT ALLOW PEOPLE TO BUILD EQUITY WITHOUT PURCHASING REAL ESTATE AT THE FULL MARKET RATE. THE EQUITY ON CONSERVATION LANDS INITIATIVE PROVIDES OPPORTUNITIES FOR UNDERSERVED FARMERS TO FARM AND BUILD WEALTH ON LANDS IMPROVED WITH CONSERVATION PRACTICES OR PROTECTED BY CONSERVATION EASEMENTS. THE PROGRAM USES FINANCIAL INCENTIVES TO ENCOURAGE IMPLEMENTATION OF CONSERVATION AND CLIMATE ADAPTATION MEASURES. FARMLINK PROVIDES CREDIT AND TECHNICAL ASSISTANCE TO LANDOWNERS AND FARMERS TO FACILITATE LAND ACCESS AND ADOPTION OF CONSERVATION PRACTICES. WE PARTNER WITH LAND TRUSTS, ON LAND ACCESS AND AFFORDABILITY, AND FINANCE FARMERS AND RANCHERS WHO WISH TO PURCHASE EASEMENT-PROTECTED LAND, AND IMPLEMENT REGENERATIVE PRACTICES. THE RESILIENCE AND SUCCESSION INITIATIVE ENSURES THAT: 1) FARMERS AND RANCHERS HAVE KNOWLEDGE AND TOOLS TO PASS LAND AND OPERATIONS TO FUTURE OPERATORS; 2) FARMERS HAVE KNOWLEDGE AND TOOLS TO CREATE AND PRESERVE WEALTH WHILE CONSERVING AND ENHANCING NATURAL RESOURCES; AND 3) RURAL COMMUNITIES HAVE RESILIENT FOOD SYSTEMS, LIVING-WAGE JOBS, AND A HEALTHY ENVIRONMENT CHARACTERIZED BY WORKING LANDS PROVIDING BOTH INCOME AND ECOSYSTEMS SERVICES. ACTIVITIES INCLUDE COHORT-BASED EDUCATION; ONE-ON-ONE TECHNICAL ASSISTANCE, AND ACCESS TO CREDIT. PROGRAMS INCLUDE A "FARM BUSINESS SKILLS" TRAININGS WITH DIFFERENT LEVELS OF DEPTH, TARGETED AT BEGINNERS AND ADVANCED BEGINNERS. FARMLINK ALSO EDUCATES ON POLICIES AND PROGRAMS THAT SUPPORT LAND ACCESS AND BUSINESS PROFITABILITY, WHILE PRESERVING AND ENHANCING NATURAL RESOURCES AND RURAL COMMUNITIES. |
| FORM 990, PART III, LINE 2 | IN 2018, CALIFORNIA FARMLINK BECAME LICENSED BY THE STATE OF CALIFORNIA UNDER ITS NONPROFIT EXEMPTION TO OFFER " FARMLINK INVESTMENT NOTES" THESE PROMISSORY NOTES PROVIDE AN OPPORTUNITY FOR INDIVIDUALS AND ORGANIZATIONS TO INVEST IN OUR LOAN FUND TO SUPPORT THE NEXT GENERATION OF FARMERS AND RANCHERS. ELIGIBLE ONLY TO CALIFORNIA RESIDENTS AND SUBJECT TO ELIGIBILITY REQUIREMENTS, THE INVESTMENT NOTES PROGRAM ALLOWS CALIFORNIA FARMLINK TO MARKET TO INTEREST-BEARING INVESTMENT NOTES FROM $1,000 TO $150,000. A SCHEDULE OF RATES AND TERMS IS AVAILABLE ON OUR WEBSITE. |
| FORM 990, PART VI, SECTION B, LINE 11B | 990 TAX RETURN IS REVIEWED BY THE CFO, EXECUTIVE DIRECTOR AND FINANCE MANAGER. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL STAFF AND BOARD MEMBERS ARE MONITORED UNDER THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS MUST SIGN THIS POLICY EACH YEAR AND RENEW THEIR PLEDGE OF NO CONFLICTS. LOAN APPLICANTS ARE ASKED IN THE APPLICATION ABOUT ANY CONFLICTS OF INTEREST OR INVOLVEMENT WITH ANY STAFF OR BOARD MEMBERS PRIOR TO LOAN APPROVAL. A GIFT ACCEPTANCE POLICY LIMITS SMALL GIFTS TO UNDER $25. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPARABILITY DATA FOR SIMILAR NONPROFIT EXECUTIVE DIRECTOR POSITIONS OF 501(C)(3)'S IN THIS REGION ARE ANNUALLY REVIEWED BY THE ORGANIZATION AS WELL AS INPUT FROM THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. AUDITED FINANCIALS ARE POSTED ON OUR WEBSITE. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 412,314. MANAGEMENT AND GENERAL EXPENSES 62,813. FUNDRAISING EXPENSES 7,515. TOTAL EXPENSES 482,642. |
| FORM 990, PART XII, LINE 2C | THE PROCESS OF OVERSEEING THE AUDIT AND SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
| Software ID: | |
| Software Version: |