Civic Intelligence

The Ruth & Leo David Foundation

990PF • Fiscal year 2018 • EIN 20-1199793

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 08, 2019

2222 E Seventeenth StreetSanta Ana, CA 92705

(714) 541-1200

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

51st percentile

3.5%

Higher net margin than 51% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

62nd percentile

6.5%

Faster asset growth than 62% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

2455%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$177,669

Up $10,848 (+6.5%) from 2017

Net Assets

Up

$177,669

Up $10,848 (+6.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$312,418

Up $300,191 (+2455%) from 2017

Expenses

Up

$301,570

Up $301,387 (+164692%) from 2017

Net Income

Down

$10,848

Down $1,196 (-9.9%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $199,202Liabilities 2011: $02011Assets 2012: $308,643Liabilities 2012: $02012Assets 2013: $318,068Liabilities 2013: $02013Assets 2014: $230,473Liabilities 2014: $02014Assets 2015: $242,699Liabilities 2015: $02015Assets 2017: $166,821Liabilities 2017: $0Net Assets 2017: $166,8212017Assets 2018: $177,669Liabilities 2018: $0Net Assets 2018: $177,6692018Assets 2019: $82,542Liabilities 2019: $0Net Assets 2019: $82,5422019Assets 2020: $82,491Liabilities 2020: $0Net Assets 2020: $82,4912020Assets 2021: $79,243Liabilities 2021: $0Net Assets 2021: $79,2432021Assets 2022: $77,554Liabilities 2022: $0Net Assets 2022: $77,5542022Assets 2023: $2,075,628Liabilities 2023: $0Net Assets 2023: $2,075,6282023Assets 2024: $628,839Liabilities 2024: $0Net Assets 2024: $628,8392024

Highlighted filing

2018

Assets$177,669
Liabilities$0
Net Assets$177,669

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $3,512Expenses 2011: $75Net Income 2011: $3,4372011Revenue 2012: $109,441Expenses 2012: $0Net Income 2012: $109,4412012Revenue 2013: $9,425Expenses 2013: $0Net Income 2013: $9,4252013Revenue 2014: $12,405Expenses 2014: $100,000Net Income 2014: -$87,5952014Revenue 2015: $812,244Expenses 2015: $800,018Net Income 2015: $12,2262015Revenue 2017: $12,227Expenses 2017: $183Net Income 2017: $12,0442017Revenue 2018: $312,418Expenses 2018: $301,570Net Income 2018: $10,8482018Revenue 2019: $531,562Expenses 2019: $626,689Net Income 2019: -$95,1272019Revenue 2020: $400,057Expenses 2020: $400,108Net Income 2020: -$512020Revenue 2021: $27Expenses 2021: $3,275Net Income 2021: -$3,2482021Revenue 2022: $32Expenses 2022: $1,721Net Income 2022: -$1,6892022Revenue 2023: $3,100,060Expenses 2023: $1,101,986Net Income 2023: $1,998,0742023Revenue 2024: $605,406Expenses 2024: $2,052,195Net Income 2024: -$1,446,7892024

Highlighted filing

2018

Revenue$312,418
Expenses$301,570
Net Income$10,848
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 8, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEO DAVIDDirectorPT$0--
DAN WOJKOWSKIDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Ruth & Leo David Foundation
EIN
20-1199793
Phone
7145411200
Address
2222 E SEVENTEENTH STREET, SANTA ANA, CA 92705

Signing Officer

Name
Dan Wojkowski
Title
Director
Phone
7145411200
Signed
2019-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Squar Milner Llp
Address
3655 NOBEL DRIVE STE 300, SAN DIEGO, CA 92122-1050
Preparer
Michael Jakimzak
Phone
8585974100
Raw XML Appendix311 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/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt080860
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01249190
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0290296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt089684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0788350
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt080860
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0300000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0290296
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01249190
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0958894
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0PGB PROPERTIES
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LEO DAVID
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02658 DEL MAR HEIGHTS ROAD 354
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt110375 WILSHIRE BLVD APT NO5 H/K
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DEL MAR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092014
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd190024
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt012000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1300000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt05
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt220
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1CA FTB
TaxesSchedule/TaxesDetail/CategoryTxt2CA SECRETARY OF STATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN WOJKOWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07145411200
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE RUTH & LEO DAVID FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RUTH
ReturnHeader/Filer/EIN0201199793
ReturnHeader/Filer/PhoneNum07145411200
ReturnHeader/Filer/USAddress/AddressLine1Txt02222 E SEVENTEENTH STREET
ReturnHeader/Filer/USAddress/CityNm0SANTA ANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092705
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08D306C85CA5F1A6B5A137717B7CD4A8A4F129635
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0969462F7CC321E4C27A959F7FE00586761213015
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.9.49.249
ReturnHeader/FilingSecurityInformation/IPDt02019-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:59:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330835986
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUAR MILNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03655 NOBEL DRIVE STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921221050
ReturnHeader/PreparerPersonGrp/PhoneNum08585974100
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL JAKIMZAK
ReturnHeader/ReturnTs02019-11-11T10:55:55-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.61$2.05$1.45
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$3.10$1.10$2.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.40$0.40$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.53$0.63$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.31$0.30$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.01$0.00$0.01
2015Summary only. Only limited summary data is available for this year.$0.24$0.00$0.81$0.80$0.01
2014Summary only. Only limited summary data is available for this year.$0.23$0.00$0.01$0.10$0.09
2013Summary only. Only limited summary data is available for this year.$0.32$0.00$0.01$0.00$0.01
2012Summary only. Only limited summary data is available for this year.$0.31$0.00$0.11$0.00$0.11
2011Summary only. Only limited summary data is available for this year.$0.20$0.00$0.00$0.00$0.00