Civic Intelligence

Pacific Lutheran Theological Seminary Foundation

990EZ • Fiscal year 2011 • EIN 01-0725195

Jul 01, 2010 to Jun 30, 2011 • Filed on Mar 12, 2012

Organization Profile
2770 Marin Ave94708
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Net Margin

1st percentile

-5527%

Higher net margin than 1% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Balance Sheet
Liabilities / Assets53rd percentile

Assets

$31,781

No earlier filing loaded for comparison.

Net Assets

$31,781

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin1st percentile

Revenue

$754

No earlier filing loaded for comparison.

Expenses

$42,428

No earlier filing loaded for comparison.

Net Income

-$41,674

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2011: $31,781Liabilities 2011: $0Net Assets 2011: $31,7812011

Highlighted filing

2011

Assets$31,781
Liabilities$0
Net Assets$31,781
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$50K$0-$50KRevenue 2011: $754Expenses 2011: $42,428Net Income 2011: -$41,6742011

Highlighted filing

2011

Revenue$754
Expenses$42,428
Net Income-$41,674
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Mar 12, 2012
Return Version
2010v3.4
Filing and Contact Details

Filer

EIN
01-0725195
Raw XML Appendix170 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/CashSavingsAndInvestments/EOY031781
IRS990EZ/ContributionsGiftsGrantsEtc00
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear00
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IRS990EZ/GrossAmountFromSaleOfAssets00
IRS990EZ/GrossReceipts0754
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine106841 Heaton Moor Drive
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11526 The Glade
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12445 Mckinley View Drive
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine13142 First Street
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0San Jose
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1Orinda
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2Fairbanks
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode394559
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition32
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0James Carlson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Tom Kling
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Ron Rassmussen
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Dorothy Arata
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Treasurer
IRS990EZ/OperatingSchool01
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal00
IRS990EZ/OtherRevenueTotal00
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0To support the mission of the Pacific Lutheran Theological Seminary primarily through raising funds for scholarships
IRS990EZ/PrintingPublicationsPostage00
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Funds were transferred from the Foundation to the Seminary this year to support scholarships for women seminarians
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProgramServiceRevenue00
IRS990EZ/ProhibitedTaxShelterTrans00
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IRS990EZ/SalariesOtherCompEmplBenefits00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsNetIncomeLoss00
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine102770 Marin Ave
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Berkeley
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode094708
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10Pacific Lutheran Theological Seminary
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05105592723
IRS990EZ/TotalAssets/BOY073455
IRS990EZ/TotalAssets/EOY031781
IRS990EZ/TotalExpenses042428
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IRS990EZ/TotalRevenue0754
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990ScheduleA/School170b1Aii0X
IRS990ScheduleE/ComplianceWithRevProc755001
IRS990ScheduleE/DiscriminateRaceAdmissPolicies00
IRS990ScheduleE/DiscriminateRaceAthleticProg00
IRS990ScheduleE/DiscriminateRaceEducPolicies00
IRS990ScheduleE/DiscriminateRaceEmplmnFaculty00
IRS990ScheduleE/DiscriminateRaceOtherActy00
IRS990ScheduleE/DiscriminateRaceScholarships00
IRS990ScheduleE/DiscriminateRaceStudentsRights00
IRS990ScheduleE/DiscriminateRaceUseOfFclts00
IRS990ScheduleE/Form990ScheduleEPartII/Explanation0Policies are part of school's literature and website and other promotional vehicles. On campus forums have been held to reinforce the school's policies in this area
IRS990ScheduleE/Form990ScheduleEPartII/Identifier0SchE_P01_S00_L03
IRS990ScheduleE/Form990ScheduleEPartII/ReturnReference0Schedule E, Part I, Line 3
IRS990ScheduleE/GovernmentFinancialAidReceived00
IRS990ScheduleE/GovernmentFinancialAidRevoked00
IRS990ScheduleE/MaintCopiesOfAllSolicitations01
IRS990ScheduleE/MaintCopiesOfBrochuresEtc01
IRS990ScheduleE/MaintRacialCompositionRecords01
IRS990ScheduleE/MaintScholarshipsRecords01
IRS990ScheduleE/NondiscriminatoryPolicyStmt01
IRS990ScheduleE/PolicyPublViaBroadcastMedia01
IRS990ScheduleE/PolicyStatementInBrochuresEtc01
IRS990ScheduleO/GeneralExplanation/Explanation0$17,452.39 paid to Pacific Lutheran Theological Seminary for women's scholarship fund on 9/22/10 (check sent directly from Thrivent Bank -proceeds of CD) $24,975.24 paid to Pacific Lutheran Theological Seminary for women's scholarship fund on 4/29/11
IRS990ScheduleO/GeneralExplanation/Identifier0F99Z_P01_S00_L10
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990-EZ, Part I, Line 10
ReasonableCauseExplanation/Explanation0In past years, the return was prepared by Hotta, Liesenberg, and Saito, LLP in Torrence, CA. I was not informed until too late that the firm would not be able to prepare the return pro bono as they had previously. It has taken me a few days to get the materials needed together. I was further delayed by the untimely death of our Vice President, Tom Kling in February. (He had many of the details on investments)
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0010725195
ReturnHeader/Filer/Name/BusinessNameLine10PACIFIC LUTHERAN THEOLOGICAL SEMINARY FOUNDATION
ReturnHeader/Filer/NameControl0PACI
ReturnHeader/Filer/Phone05105592723
ReturnHeader/Filer/USAddress/AddressLine102770 Marin Ave
ReturnHeader/Filer/USAddress/City0Berkeley
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094708
ReturnHeader/Officer/DateSigned02012-03-12
ReturnHeader/Officer/Name0James Carlson
ReturnHeader/Officer/Phone04088020599
ReturnHeader/Officer/Title0President
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-03-12T17:07:03-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$31,781
Liabilities
$0
Net assets
$31,781
Revenue
$754
Expenses
$42,428
Net income
-$41,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.8$0.00$31.8$0.75$42.4$41.7