Civic Intelligence

Sjr Charitable Foundation

990PF • Fiscal year 2018 • EIN 20-5498853

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

1131 Cypress AvenueHermosa Beach, CA 90254

(310) 948-4519

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

38th percentile

-1.5%

Higher net margin than 38% 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

43rd percentile

-1.5%

Faster asset growth than 43% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2015 to 2018

Revenue Growth

57th percentile

5.1%

Faster revenue growth than 57% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2015 to 2018

Assets

Down

$188,776

Down $8,647 (-4.4%) from 2015

Net Assets

$188,776

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$66,090

Up $9,225 (+16%) from 2015

Expenses

Up

$67,087

Up $18,055 (+37%) from 2015

Net Income

Down

-$997

Down $8,830 (-113%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $162,565Liabilities 2011: $02011Assets 2012: $168,115Liabilities 2012: $02012Assets 2013: $183,201Liabilities 2013: $02013Assets 2014: $193,695Liabilities 2014: $02014Assets 2015: $197,423Liabilities 2015: $02015Assets 2018: $188,776Liabilities 2018: $0Net Assets 2018: $188,7762018Assets 2019: $206,188Liabilities 2019: $12019Assets 2020: $357,852Liabilities 2020: $0Net Assets 2020: $357,8522020Assets 2021: $367,404Liabilities 2021: $0Net Assets 2021: $367,4042021Assets 2022: $268,410Liabilities 2022: $0Net Assets 2022: $268,4102022Assets 2023: $342,717Liabilities 2023: $12023Assets 2024: $553,719Liabilities 2024: $0Net Assets 2024: $553,7192024

Highlighted filing

2018

Assets$188,776
Liabilities$0
Net Assets$188,776

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $40,514Expenses 2011: $27,791Net Income 2011: $12,7232011Revenue 2012: $40,697Expenses 2012: $35,147Net Income 2012: $5,5502012Revenue 2013: $47,955Expenses 2013: $32,869Net Income 2013: $15,0862013Revenue 2014: $54,494Expenses 2014: $44,000Net Income 2014: $10,4942014Revenue 2015: $56,865Expenses 2015: $49,032Net Income 2015: $7,8332015Revenue 2018: $66,090Expenses 2018: $67,087Net Income 2018: -$9972018Revenue 2019: $63,296Expenses 2019: $59,143Net Income 2019: $4,1532019Revenue 2020: $156,829Expenses 2020: $6,524Net Income 2020: $150,3052020Revenue 2021: $9,603Expenses 2021: $10,256Net Income 2021: -$6532021Revenue 2022: $7,215Expenses 2022: $5,459Net Income 2022: $1,7562022Revenue 2023: $3,799Expenses 2023: $4,239Net Income 2023: -$4402023Revenue 2024: $165,192Expenses 2024: $13,467Net Income 2024: $151,7252024

Highlighted filing

2018

Revenue$66,090
Expenses$67,087
Net Income-$997
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH J RINEHARTPresident-$0--
LAURA RAYMONDSecretary-$0--
VALLI KINDREDTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Sjr Charitable Foundation
EIN
20-5498853
Phone
3109484519
Address
1131 CYPRESS AVENUE, HERMOSA BEACH, CA 90254

Signing Officer

Name
Laura Raymond
Title
Secretary
Phone
3109484519
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Barg & Henson Cpas Pllc
Address
1300 S UNIVERSITY DR STE 312, FORT WORTH, TX 76107-8099
Preparer
Donald R Barg
Phone
8178701057
Raw XML Appendix313 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd187502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd387505
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010611
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010611
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt048972
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt068528
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt047125
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt033964
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023488
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023488
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0252978
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt054389
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt048972
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt068528
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt047125
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt033964
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt054389
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0276466
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0222077
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SARAH J RINEHART
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0704 CAMINO CABRA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SANTA FE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0875055924
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt062486
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt010
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05540
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DECREASE IN FMV OF PUBLICLY TRADED SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MEETING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01109
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01109
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1942
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0SARAH J RINEHART
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0704 CAMINO CABRA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SANTA FE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NM
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd087505
TaxesSchedule/TaxesDetail/Amt026
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt026
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA RAYMOND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03109484519
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SJR CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SJRC
ReturnHeader/Filer/EIN0205498853
ReturnHeader/Filer/PhoneNum03109484519
ReturnHeader/Filer/USAddress/AddressLine1Txt01131 CYPRESS AVENUE
ReturnHeader/Filer/USAddress/CityNm0HERMOSA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090254
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA0BFC1D7EEB97DFC8E3018F2B497D4275FCE6DA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00445D4C55489E3E03C390F2DF0A15535266DD669
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:42:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824526527
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARG & HENSON CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 S UNIVERSITY DR STE 312
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0761078099
ReturnHeader/PreparerPersonGrp/PhoneNum08178701057
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD R BARG
ReturnHeader/ReturnTs02019-05-13T14:42:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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