Civic Intelligence

The William and Sue Gross Family Foundation

EIN 05-0563132 • San Diego, CA

3131 Camino Del Rio N No 1200San Diego, CA 92108
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2018

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

$500k-$1M nonprofits • Source year 2018

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2018

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $393,157,539 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$0

Down $393,157,539 (-100%) from 2017

Operations
Liabilities / Revenue44th percentileNet Margin99th percentile

Revenue

Down

$889,323

Down $97,713,244 (-99%) from 2017

Expenses

Down

$0

Down $18,407,500 (-100%) from 2017

Net Income

Down

$889,323

Down $79,305,744 (-99%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2011: $292,666,350Liabilities 2011: $02011Assets 2012: $300,433,632Liabilities 2012: $7,221,4542012Assets 2013: $322,635,257Liabilities 2013: $8,250,0562013Assets 2014: $357,719,254Liabilities 2014: $5,750,6892014Assets 2015: $355,024,973Liabilities 2015: $5,997,667Net Assets 2015: $349,027,3062015Assets 2017: $393,157,539Liabilities 2017: $0Net Assets 2017: $393,157,5392017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MRevenue 2011: $20,608,909Expenses 2011: $396,779Net Income 2011: $20,212,1302011Revenue 2012: $17,241,478Expenses 2012: $16,695,650Net Income 2012: $545,8282012Revenue 2013: $40,631,736Expenses 2013: $19,458,713Net Income 2013: $21,173,0232013Revenue 2014: $57,286,287Expenses 2014: $19,702,923Net Income 2014: $37,583,3642014Revenue 2015: $18,193,987Expenses 2015: $21,135,246Net Income 2015: -$2,941,2592015Revenue 2017: $98,602,567Expenses 2017: $18,407,500Net Income 2017: $80,195,0672017Revenue 2018: $889,323Expenses 2018: $0Net Income 2018: $889,3232018

Highlighted filing

2018

Revenue$889,323
Expenses$0
Net Income$889,323
Open 2018 Filing

Filings

Most recent year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$889,323
Expenses
$0
Net income
$889,323
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.89$0.00$0.89
2017Detailed filing. Detailed filing data is available for this year.$393$0.00$393$98.6$18.4$80.2
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$355$6.00$349$18.2$21.1$2.94
2014Summary only. Only limited summary data is available for this year.$358$5.75$57.3$19.7$37.6
2013Summary only. Only limited summary data is available for this year.$323$8.25$40.6$19.5$21.2
2012Summary only. Only limited summary data is available for this year.$300$7.22$17.2$16.7$0.55
2011Summary only. Only limited summary data is available for this year.$293$0.00$20.6$0.40$20.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM GROSSPresident-$0--
JEFFREY GROSSOfficer-$0--
JENNIFER GROSSOfficer-$0--
Filing and Contact Details

Filer

Filer Name
The William and Sue Gross Family
EIN
05-0563132
Phone
6192827366
Address
3131 CAMINO DEL RIO N NO 1200, SAN DIEGO, CA 92108

Signing Officer

Name
William H Gross
Title
President
Phone
6192827366
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Gatto Pope & Walwick Llp
Address
3131 CAMINO DEL RIO N STE 1200, SAN DIEGO, CA 92108
Preparer
Brent L Gastineau
Phone
6192827366
Raw XML Appendix304 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
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0THE WILLIAM JEFF AND JENNIFER GROSS FAMILY FOUNDATION
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt0406409407
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0ASSETS TRANSFERRED 1/2/18:CASH.........................................$ 33,972,222.64STOCKS AND MUTUAL FUNDS....................... $370,937,183.722017 UNDISTRIBUTED INCOME TRANSFERED: $20,521,951A FINAL DISTRIBUTIONS OF $1,500,000 IN CASH OCCURRED 2/15/19.
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt01613 SOUTH COAST HIGHWAY
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm0LAGUNA BEACH
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd0CA
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd092651
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF FINAL RETURN
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0STATEMENT REGARDING TERMINATION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE WILLIAM AND SUE GROSS FAMILY FOUNDATION TERMINATED DURING 2018. ALL ASSETS AND PRIOR YEAR UNDISTRIBUTED INCOME WERE TRANSFERRED TO A SUCCESSOR ORGANIZATION THE WILLIAM, JEFF AND JENNIFER GROSS FAMILY FOUNDATION (EIN: 82-2674631). ASSETS TRANSFERRED 1/2/18:CASH.......................................$ 33,972,222.64STOCKS AND MUTUAL FUNDS....................... $370,937,183.722017 UNDISTRIBUTED INCOME TRANSFERED: $20,521,951A FINAL DISTRIBUTIONS OF $1,500,000 IN CASH OCCURRED 2/15/19.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM GROSS
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06192827366
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM GROSS
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WILLIAM GROSS
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O 3131 CAMINO DEL RIO N STE 1200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN DIEGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092108
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LiquidationExplanationStmt/ExplanationTxt0THE WILLIAM AND SUE GROSS FAMILY FOUNDATION TERMINATED DURING 2018. ALL ASSETS AND PRIOR YEAR UNDISTRIBUTED INCOME WERE TRANSFERRED TO A SUCCESSOR ORGANIZATION THE WILLIAM, JEFF AND JENNIFER GROSS FAMILY FOUNDATION (EIN: 82-2674631).
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0394046862
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TRANSFER OF ASSET TO SUCCESSOR ORGANIZATION
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM H GROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06192827366
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLIAM AND SUE GROSS FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0050563132
ReturnHeader/Filer/PhoneNum06192827366
ReturnHeader/Filer/USAddress/AddressLine1Txt03131 CAMINO DEL RIO N NO 1200
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092108
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.203.224.74
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm019:03:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330371564
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GATTO POPE & WALWICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03131 CAMINO DEL RIO N STE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192827366
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENT L GASTINEAU
ReturnHeader/ReturnTs02019-11-15T14:34:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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