Civic Intelligence

Vineyard Gazette Journalism Foundation Inc.

990PF • Fiscal year 2012 • EIN 06-6082681

Aug 01, 2011 to Jul 31, 2012 • Filed on Feb 20, 2013

Organization Profile

View Organization Page

3000 Alpine Road94028-7520
Siviq Scores

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

Liabilities / Assets

82nd percentile

0.17x

Higher debt load relative to assets than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

9th percentile

-43%

Faster asset growth than 9% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$8,528

Down $6,556 (-43%) from 2011

Net Assets

$7,081

No earlier filing loaded for comparison.

Liabilities

Up

$1,447

Up $4 (+0.3%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$6,560

Down $704 (-9.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $15,084Liabilities 2011: $1,4432011Assets 2012: $8,528Liabilities 2012: $1,447Net Assets 2012: $7,0812012Assets 2013: $5,826Liabilities 2013: $100Net Assets 2013: $5,7262013Assets 2014: $2,317,420Liabilities 2014: $15,0002014Assets 2015: $3,509,196Liabilities 2015: $02015Assets 2016: $3,084,828Liabilities 2016: $10,051Net Assets 2016: $3,074,7772016Assets 2017: $2,490,743Liabilities 2017: $0Net Assets 2017: $2,490,7432017Assets 2018: $1,727,394Liabilities 2018: $0Net Assets 2018: $1,727,3942018Assets 2019: $2,426,187Liabilities 2019: $0Net Assets 2019: $2,426,1872019Assets 2020: $2,800,855Liabilities 2020: $0Net Assets 2020: $2,800,8552020Assets 2021: $4,002,210Liabilities 2021: $0Net Assets 2021: $4,002,2102021Assets 2022: $2,437,505Liabilities 2022: $0Net Assets 2022: $2,437,5052022Assets 2023: $2,490,655Liabilities 2023: $0Net Assets 2023: $2,490,6552023Assets 2024: $2,278,872Liabilities 2024: $0Net Assets 2024: $2,278,8722024

Highlighted filing

2012

Assets$8,528
Liabilities$1,447
Net Assets$7,081
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $7Expenses 2011: $7,264Net Income 2011: -$7,2572011Expenses 2012: $6,5602012Revenue 2013: $6,591Expenses 2013: $9,393Net Income 2013: -$2,8022013Revenue 2014: $2,359,694Expenses 2014: $55,922Net Income 2014: $2,303,7722014Revenue 2015: $1,600,095Expenses 2015: $56,133Net Income 2015: $1,543,9622015Revenue 2016: $177Expenses 2016: $311,057Net Income 2016: -$310,8802016Revenue 2017: $6,232Expenses 2017: $299,704Net Income 2017: -$293,4722017Revenue 2018: $7,843Expenses 2018: $298,036Net Income 2018: -$290,1932018Revenue 2019: $1,382,492Expenses 2019: $345,546Net Income 2019: $1,036,9462019Revenue 2020: $1,140,788Expenses 2020: $472,532Net Income 2020: $668,2562020Revenue 2021: $1,477,623Expenses 2021: $494,814Net Income 2021: $982,8092021Revenue 2022: $55,673Expenses 2022: $522,487Net Income 2022: -$466,8142022Revenue 2023: $1,165,579Expenses 2023: $596,268Net Income 2023: $569,3112023Revenue 2024: $477,310Expenses 2024: $689,093Net Income 2024: -$211,7832024

Highlighted filing

2012

Revenue-
Expenses$6,560
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2011 to Jul 31, 2012
Signed
Feb 20, 2013
Return Version
2011v1.5
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES A KOHLBERGChief Executive Officer-$0--
Angela H FerrifChief Financial Officer-$0--
Margaret FranssenSecretary-$0--
Filing and Contact Details

Filer

EIN
06-6082681
Raw XML Appendix272 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
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/Amount06500
AccountingFeesSchedule/AccountingFees/Category0EISNERAMPER LLP
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps06500
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps06500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss06500
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-6560
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps060
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss060
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps06560
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss06560
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps06560
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss06560
IRS990PF/BalanceSheets/AccountsPayableBOY00
IRS990PF/BalanceSheets/AccountsPayableEOY04
IRS990PF/BalanceSheets/CashBOY015084
IRS990PF/BalanceSheets/CashEOY08528
IRS990PF/BalanceSheets/CashEOYFMV08528
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY01443
IRS990PF/BalanceSheets/OtherLiabilitiesEOY01443
IRS990PF/BalanceSheets/RetainedEarningsBOY013641
IRS990PF/BalanceSheets/RetainedEarningsEOY07081
IRS990PF/BalanceSheets/TotalAssetsBOY015084
IRS990PF/BalanceSheets/TotalAssetsEOY08528
IRS990PF/BalanceSheets/TotalAssetsEOYFMV08528
IRS990PF/BalanceSheets/TotalLiabilitiesBOY01443
IRS990PF/BalanceSheets/TotalLiabilitiesEOY01447
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY015084
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY08528
IRS990PF/BalanceSheets/TotalNetAssetsBOY013641
IRS990PF/BalanceSheets/TotalNetAssetsEOY07081
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome00
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-6560
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal07081
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY013641
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY07081
IRS990PF/DistributableAmount/Sect4942j3j5FndtnAndFrgnOrg0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY08528
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets011806
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances011806
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0177
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0581
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets011629
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets011806
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JAMES A KOHLBERG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Angela H Ferrif
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Margaret Franssen
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Chief Executive Officer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Chief Financial Officer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103000 Alpine Road Suite 100
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine113000 Alpine Road Suite 100
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine123000 Alpine Road Suite 100
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Menlo Park
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1menlo Park
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2menlo Park
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode094028
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode194028
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode294028
IRS990PF/PrivateOperatingFoundations/DateOfRuling01993-08-11
IRS990PF/PrivateOperatingFoundations/GrossInvestmentIncome/Total00
IRS990PF/PrivateOperatingFoundations/LargestSupportFromEO/Total00
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear00
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Total01364
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year107
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year2054
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year301303
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/CurrentYear00
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Total01160
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year106
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year2046
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year301108
IRS990PF/PrivateOperatingFoundations/PublicSupport/Total00
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/CurrentYear06560
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Total06560
IRS990PF/PrivateOperatingFoundations/QlfyDistriNotUsedDirectly/Total013478
IRS990PF/PrivateOperatingFoundations/QlfyDistriNotUsedDirectly/Year107264
IRS990PF/PrivateOperatingFoundations/QlfyDistriNotUsedDirectly/Year205060
IRS990PF/PrivateOperatingFoundations/QlfyDistriNotUsedDirectly/Year301154
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/CurrentYear06560
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Total020038
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year107264
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year205060
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year301154
IRS990PF/PrivateOperatingFoundations/Section4942j30X
IRS990PF/PrivateOperatingFoundations/TotalAssets/CurrentYear08528
IRS990PF/PrivateOperatingFoundations/TotalAssetsSect4942j3Bi/Total00
IRS990PF/PrivateOperatingFoundations/TotalAssets/Total08528
IRS990PF/PrivateOperatingFoundations/TotalSupport/Total00
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Total02358
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year10631
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year20858
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year30869
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct013258
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets013258
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio01.140049
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.383973
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.196642
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.044272
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear401.399632
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear503.675728
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets011629
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1018918
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2025732
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3026066
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4046255
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50337738
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions06560
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear107264
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear205060
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear301154
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4064740
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear501241433
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio05.700247
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions06560
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions06560
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions06560
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Angela H Ferrif
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06504631480
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103000 Alpine Road No 100
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Menlo Park
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0940287520
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0true
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/StatesFiledWith1NY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Description10NONE
IRS990PF/SupplementaryInformation/ContributingManager0JAMES A KOHLBERG
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear06560
IRS990PF/UndistributedIncome/ExcessFromCurrentYear06560
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302007
IRS990PF/UndistributedIncome/QualifyingDistributions06560
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus06560
IRS990PF/UndistributedIncome/TotalCorpus06560
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue01443
OtherLiabilitiesSchedule/OtherLiabilities/Description0PRIOR PERIOD COST ADJUSTMENT
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue01443
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/AdjustedNetIncome10
TaxesSchedule/Taxes/AdjustedNetIncome20
TaxesSchedule/Taxes/Amount010
TaxesSchedule/Taxes/Amount125
TaxesSchedule/Taxes/Amount225
TaxesSchedule/Taxes/Category0CA STATE INCOME TAXES
TaxesSchedule/Taxes/Category1NY STATE INCOME TAXES
TaxesSchedule/Taxes/Category2CA SOS REGISTRATION FEE
TaxesSchedule/Taxes/DisbursementsCharitablePrps010
TaxesSchedule/Taxes/DisbursementsCharitablePrps125
TaxesSchedule/Taxes/DisbursementsCharitablePrps225
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome20
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0066082681
ReturnHeader/Filer/InCareOfName0% Angela H Ferrif
ReturnHeader/Filer/Name/BusinessNameLine10THE PLAN FOR SOCIAL EXCELLENCE INC
ReturnHeader/Filer/NameControl0PLAN
ReturnHeader/Filer/Phone06504631480
ReturnHeader/Filer/USAddress/AddressLine103000 Alpine Road
ReturnHeader/Filer/USAddress/City0Menlo Park
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0940287520
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-02-20
ReturnHeader/Officer/Name0JAMES A KOHLBERG
ReturnHeader/Officer/Title0CEO
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10EISNERAMPER LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10750 THIRD AVENUE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0100172703
ReturnHeader/Preparer/Name0TIMOTHY P SPEISS
ReturnHeader/Preparer/Phone02129498700
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-08-01
ReturnHeader/TaxPeriodEndDate02012-07-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-03-19T10:21:50-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,528
Liabilities
$1,447
Net assets
$7,081
Revenue
-
Expenses
$6,560
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.48$0.69$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$1.17$0.60$0.57
2022Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.06$0.52$0.47
2021Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$1.48$0.49$0.98
2020Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$1.14$0.47$0.67
2019Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$1.38$0.35$1.04
2018Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.01$0.30$0.29
2017Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.01$0.30$0.29
2016Detailed filing. Detailed filing data is available for this year.$3.08$0.01$3.07$0.00$0.31$0.31
2015Summary only. Only limited summary data is available for this year.$3.51$0.00$1.60$0.06$1.54
2014Summary only. Only limited summary data is available for this year.$2.32$0.02$2.36$0.06$2.30
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01$0.01$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.00$0.01$0.01