Civic Intelligence

J & L Budelli Foundation

990PF • Fiscal year 2012 • EIN 20-3847266

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 10, 2013

Organization Profile
114 Woodard Lane95630
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

48th percentile

-0.0%

Faster asset growth than 48% 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 / Assets58th percentile

Assets

Down

$125,776

Down $38 (-0.0%) from 2011

Net Assets

Down

$125,776

Down $38 (-0.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,038

Down $37 (-3.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$150K$100K$50K$0Assets 2010: $125,889Liabilities 2010: $0Net Assets 2010: $125,8892010Assets 2011: $125,814Liabilities 2011: $0Net Assets 2011: $125,8142011Assets 2012: $125,776Liabilities 2012: $0Net Assets 2012: $125,7762012Assets 2013: $1Liabilities 2013: $02013Assets 2014: $385Liabilities 2014: $02014

Highlighted filing

2012

Assets$125,776
Liabilities$0
Net Assets$125,776
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5K$1.0K$500$0-$500Expenses 2010: $1,0702010Expenses 2011: $1,0752011Expenses 2012: $1,0382012Revenue 2013: $0Expenses 2013: $65Net Income 2013: -$652013Revenue 2014: $1,010Expenses 2014: $625Net Income 2014: $3852014

Highlighted filing

2012

Revenue-
Expenses$1,038
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 10, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF BUDELLITrusteePT$0--
ROBIN BUDELLITrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-HOUSING OF HOMELESS AND ABUSED CHILDREN-SACRAMENTO, CA, US$300
Filing and Contact Details

Filer

EIN
20-3847266
Raw XML Appendix177 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
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss01000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-38
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss01038
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss01038
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01038
IRS990PF/BalanceSheets/CashBOY0814
IRS990PF/BalanceSheets/CashEOY0776
IRS990PF/BalanceSheets/CashEOYFMV0776
IRS990PF/BalanceSheets/InventoriesForSaleOrUseBOY0125000
IRS990PF/BalanceSheets/InventoriesForSaleOrUseEOY0125000
IRS990PF/BalanceSheets/InventoriesForSaleOrUseEOYFMV0125000
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/TotalAssetsBOY0125814
IRS990PF/BalanceSheets/TotalAssetsEOY0125776
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0125776
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0125814
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0125776
IRS990PF/BalanceSheets/TotalNetAssetsBOY0125814
IRS990PF/BalanceSheets/TotalNetAssetsEOY0125776
IRS990PF/BalanceSheets/UnrestrictedBOY0125814
IRS990PF/BalanceSheets/UnrestrictedEOY0125776
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-38
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0125776
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0125814
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0125776
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted06156
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj06156
IRS990PF/DistributableAmount/DistributableAmountBeforeDed06156
IRS990PF/DistributableAmount/MinimumInvestmentReturn06156
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0125776
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0125000
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01875
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0125000
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn06156
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0123125
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0125000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition15.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JEFF BUDELLI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ROBIN BUDELLI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10114 WOODARD LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11114 WOODARD LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0FOLSOM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1FOLSOM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode095630
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode195630
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets00
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0300
IRS990PF/QualifyingDistributions/ExpensesAndContributions0300
IRS990PF/QualifyingDistributions/QualifyingDistributions0300
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JEFF BUDELLI
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09162767479
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10114 WOODARD LANE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0FOLSOM
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode095630
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0HOUSING OF HOMELESS AND ABUSED CHILDREN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SAC CHILDRENS HOME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102740 SUTTERVILLE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SACRAMENTO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode095825
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0300
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/AppliedToCurrentYear0300
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted06156
IRS990PF/UndistributedIncome/QualifyingDistributions0300
IRS990PF/UndistributedIncome/UndistributedIncomeCY05856
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome10
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome20
OtherExpensesSchedule/OtherExpenses/Description0BANK FEES
OtherExpensesSchedule/OtherExpenses/Description1TAX PREP
OtherExpensesSchedule/OtherExpenses/Description2INSURANCE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks030
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks135
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2973
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0203847266
ReturnHeader/Filer/Name/BusinessNameLine10J & L BUDELLI FOUNDATION
ReturnHeader/Filer/NameControl0J&LB
ReturnHeader/Filer/USAddress/AddressLine10114 WOODARD LANE
ReturnHeader/Filer/USAddress/City0FOLSOM
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095630
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-04-10
ReturnHeader/Officer/Name0J BUDELLI
ReturnHeader/Officer/Phone09162767479
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-04-10
ReturnHeader/PreparerFirm/EIN0680133474
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JMS FINANCIAL SERVICES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1075 NATOMA STREET SUITE C
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Folsom
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode095630
ReturnHeader/Preparer/Name0JERRY SMALER
ReturnHeader/Preparer/Phone09163511040
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-10T16:26:56-07:00

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
$125,776
Liabilities
$0
Net assets
$125,776
Revenue
-
Expenses
$1,038
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.01$0.01$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.01
2011Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.01
2010Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.01