Civic Intelligence

The Ruth & Leo David Foundation

990PF • Fiscal year 2020 • EIN 20-1199793

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 19, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

42nd percentile

-0.0%

Higher net margin than 42% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

45th percentile

-0.1%

Faster asset growth than 45% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-25%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$82,491

Down $51 (-0.1%) from 2019

Net Assets

Down

$82,491

Down $51 (-0.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$400,057

Down $131,505 (-25%) from 2019

Expenses

Down

$400,108

Down $226,581 (-36%) from 2019

Net Income

Up

-$51

Up $95,076 (+100%) from 2019

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

2020

Assets$82,491
Liabilities$0
Net Assets$82,491

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

2020

Revenue$400,057
Expenses$400,108
Net Income-$51
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 19, 2021
Return Version
2020v4.1
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
2021-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
3655 NOBEL DRIVE SUITE 300, SAN DIEGO, CA 92122
Preparer
Michael Jakimzak
Phone
8585974100
Raw XML Appendix280 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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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN WOJKOWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07145411200
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-19
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/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03655 NOBEL DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092122
ReturnHeader/PreparerPersonGrp/PhoneNum08585974100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL JAKIMZAK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-12T22:37:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOJKOWSKI
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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