Civic Intelligence

The 515 Foundation

990PF • Fiscal year 2023 • EIN 13-7308450

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 13, 2024

Organization Profile
1600 Huntington DriveSouth Pasadena, CA 91030

(818) 783-4665

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

26th percentile

-15%

Higher net margin than 26% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

42nd percentile

-3.2%

Faster asset growth than 42% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

64th percentile

17%

Faster revenue growth than 64% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$89,394

Down $2,938 (-3.2%) from 2022

Net Assets

Down

$89,394

Down $2,938 (-3.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin26th percentile

Revenue

Up

$17,883

Up $2,616 (+17%) from 2022

Expenses

Up

$20,609

Up $175 (+0.9%) from 2022

Net Income

Up

-$2,726

Up $2,441 (+47%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$150K$100K$50K$0Assets 2011: $118,240Liabilities 2011: $02011Assets 2012: $104,759Liabilities 2012: $02012Assets 2013: $104,912Liabilities 2013: $02013Assets 2014: $104,083Liabilities 2014: $02014Assets 2015: $93,896Liabilities 2015: $0Net Assets 2015: $93,8962015Assets 2016: $94,475Liabilities 2016: $0Net Assets 2016: $94,4752016Assets 2017: $91,902Liabilities 2017: $0Net Assets 2017: $91,9022017Assets 2018: $88,263Liabilities 2018: $0Net Assets 2018: $88,2632018Assets 2019: $101,248Liabilities 2019: $0Net Assets 2019: $101,2482019Assets 2020: $101,549Liabilities 2020: $0Net Assets 2020: $101,5492020Assets 2021: $97,716Liabilities 2021: $0Net Assets 2021: $97,7162021Assets 2022: $92,332Liabilities 2022: $0Net Assets 2022: $92,3322022Assets 2023: $89,394Liabilities 2023: $0Net Assets 2023: $89,3942023Assets 2024: $78,546Liabilities 2024: $0Net Assets 2024: $78,5462024

Highlighted filing

2023

Assets$89,394
Liabilities$0
Net Assets$89,394
Open 2023 Filing

Operations Trend

Revenue Growth64th percentile

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

$40K$20K$0-$20KRevenue 2011: $4,251Expenses 2011: $11,360Net Income 2011: -$7,1092011Revenue 2012: -$1,930Expenses 2012: $11,541Net Income 2012: -$13,4712012Revenue 2013: $12,724Expenses 2013: $12,483Net Income 2013: $2412013Revenue 2014: $13,015Expenses 2014: $13,590Net Income 2014: -$5752014Revenue 2015: $4,654Expenses 2015: $14,581Net Income 2015: -$9,9272015Revenue 2016: $15,041Expenses 2016: $14,348Net Income 2016: $6932016Revenue 2017: $11,997Expenses 2017: $14,269Net Income 2017: -$2,2722017Revenue 2018: $12,492Expenses 2018: $15,891Net Income 2018: -$3,3992018Revenue 2019: $31,217Expenses 2019: $17,732Net Income 2019: $13,4852019Revenue 2020: $19,757Expenses 2020: $18,832Net Income 2020: $9252020Revenue 2021: $15,647Expenses 2021: $19,312Net Income 2021: -$3,6652021Revenue 2022: $15,267Expenses 2022: $20,434Net Income 2022: -$5,1672022Revenue 2023: $17,883Expenses 2023: $20,609Net Income 2023: -$2,7262023Revenue 2024: $8,967Expenses 2024: $19,566Net Income 2024: -$10,5992024

Highlighted filing

2023

Revenue$17,883
Expenses$20,609
Net Income-$2,726
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 13, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN LEVY YARNELLTrustee-$0--
DAMON YARNELLTrustee-$0--
BRIAN YARNELLTrustee-$0--
LUCY ANN YARNELLTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-THEATRICAL EXCELLENCEPCNEW YORK, NY, US$12,000
Paid Grant-HELP SECURE FREEDOM WRONGFULLY CONVICTED PERSONSPCNEW YORK, NY, US$2,900
Filing and Contact Details

Filer

Filer Name
The 515 Foundation
EIN
13-7308450
Address
1600 HUNTINGTON DRIVE, SOUTH PASADENA, CA 91030

Signing Officer

Name
Susan L Yarnell
Title
Trustee
Phone
8187834665
Signed
2024-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Stern & Jacobs Inc
Address
15300 Ventura Blvd Ste 502, Sherman Oaks, CA 91403
Preparer
Mark C Jacobs
Phone
8187834665
Raw XML Appendix328 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.

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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARK C JACOBS CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt015300 VENTURA BLVD STE 502
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SHERMAN OAKS
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091403
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08187834665
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SUSAN LEVY YARNELL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0THEATRICAL EXCELLENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HELP SECURE FREEDOM WRONGFULLY CONVICTED PERSONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt140 WORTH STREET STE 701
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014900
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt087
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014813
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013851
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01032
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01032
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01032
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014900
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01032
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012732
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014813
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0212
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE & DELIVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0147
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02862
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WHITTIER TRUST COMPANY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0NY ANNUAL CHARITABLE FILING
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN L YARNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08187834665
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE 515 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0515F
ReturnHeader/Filer/EIN0137308450
ReturnHeader/Filer/USAddress/AddressLine1Txt01600 HUNTINGTON DRIVE
ReturnHeader/Filer/USAddress/CityNm0SOUTH PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091030
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203851627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stern & Jacobs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015300 Ventura Blvd Ste 502
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sherman Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091403
ReturnHeader/PreparerPersonGrp/PhoneNum08187834665
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark C Jacobs
ReturnHeader/ReturnTs02024-02-21T12:11:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0YARNELL
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,394
Liabilities
$0
Net assets
$89,394
Revenue
$17,883
Expenses
$20,609
Net income
-$2,726
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.09$0.20$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.18$0.21$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.15$0.20$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.16$0.19$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.20$0.19$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.31$0.18$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.12$0.16$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.12$0.14$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.15$0.14$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.05$0.15$0.10
2014Summary only. Only limited summary data is available for this year.$1.04$0.00$0.13$0.14$0.01
2013Summary only. Only limited summary data is available for this year.$1.05$0.00$0.13$0.12$0.00
2012Summary only. Only limited summary data is available for this year.$1.05$0.00$0.02$0.12$0.13
2011Summary only. Only limited summary data is available for this year.$1.18$0.00$0.04$0.11$0.07