Civic Intelligence

Charles Lee Powell Foundation

990PF • Fiscal year 2016 • EIN 23-7064397

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization Profile

View Organization Page

7742 Herschel Avenue Ste ALA Jolla, CA 92037

(858) 459-3699

Siviq Scores

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

Liabilities / Assets

30th percentile

0.08x

Higher debt load relative to assets than 30% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

7.83x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Net Margin

1st percentile

-600%

Higher net margin than 1% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

18th percentile

$122,550

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 23.1% of source-year revenue.

2016 filings • $50M-$100M nonprofits • Source year 2016

Asset Growth

47th percentile

1.9%

Faster asset growth than 47% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$50,783,965

Up $926,384 (+1.9%) from 2015

Net Assets

Down

$46,633,445

Down $97,627 (-0.2%) from 2015

Liabilities

Up

$4,150,520

Up $1,024,011 (+33%) from 2015

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin1st percentile

Revenue

Down

$529,937

Down $5,230,691 (-91%) from 2015

Expenses

Up

$3,708,703

Up $308,259 (+9.1%) from 2015

Net Income

Down

-$3,178,766

Down $5,538,950 (-235%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$80M$60M$40M$20M$0Assets 2014: $53,855,666Liabilities 2014: $2,922,230Net Assets 2014: $50,933,4362014Assets 2015: $49,857,581Liabilities 2015: $3,126,509Net Assets 2015: $46,731,0722015Assets 2016: $50,783,965Liabilities 2016: $4,150,520Net Assets 2016: $46,633,4452016Assets 2017: $57,503,940Liabilities 2017: $4,382,835Net Assets 2017: $53,121,1052017Assets 2018: $50,252,838Liabilities 2018: $4,214,090Net Assets 2018: $46,038,7482018Assets 2019: $58,456,574Liabilities 2019: $4,324,535Net Assets 2019: $54,132,0392019Assets 2020: $64,879,450Liabilities 2020: $4,422,871Net Assets 2020: $60,456,5792020Assets 2021: $69,039,834Liabilities 2021: $4,509,651Net Assets 2021: $64,530,1832021Assets 2022: $52,581,116Liabilities 2022: $4,264,010Net Assets 2022: $48,317,1062022Assets 2023: $57,283,726Liabilities 2023: $4,260,294Net Assets 2023: $53,023,4322023Assets 2024: $59,106,886Liabilities 2024: $4,356,864Net Assets 2024: $54,750,0222024

Highlighted filing

2016

Assets$50,783,965
Liabilities$4,150,520
Net Assets$46,633,445
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$10M$5.0M$0-$5.0MRevenue 2014: $5,440,559Expenses 2014: $3,204,952Net Income 2014: $2,235,6072014Revenue 2015: $5,760,628Expenses 2015: $3,400,444Net Income 2015: $2,360,1842015Revenue 2016: $529,937Expenses 2016: $3,708,703Net Income 2016: -$3,178,7662016Revenue 2017: $3,433,661Expenses 2017: $3,854,137Net Income 2017: -$420,4762017Revenue 2018: $4,171,842Expenses 2018: $3,584,548Net Income 2018: $587,2942018Revenue 2019: $3,585,790Expenses 2019: $3,802,447Net Income 2019: -$216,6572019Revenue 2020: $3,681,557Expenses 2020: $3,806,263Net Income 2020: -$124,7062020Revenue 2021: $9,169,668Expenses 2021: $3,958,527Net Income 2021: $5,211,1412021Revenue 2022: $968,257Expenses 2022: $3,459,426Net Income 2022: -$2,491,1692022Revenue 2023: -$341,472Expenses 2023: $3,700,124Net Income 2023: -$4,041,5962023Revenue 2024: $7,397,400Expenses 2024: $3,653,286Net Income 2024: $3,744,1142024

Highlighted filing

2016

Revenue$529,937
Expenses$3,708,703
Net Income-$3,178,766
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joel O HollidayPresident / CEOPT$114,000$8,550$122,550
Mary F BerglundDirector-$27,250-$27,250
Charles W Rees JrDirector-$25,800-$25,800
William J HollidayDirector-$25,250-$25,250
William M LowDirector-$24,750-$24,750
Filing and Contact Details

Filer

Filer Name
Charles Lee Powell Foundation
EIN
23-7064397
Phone
8584593699
Address
7742 HERSCHEL AVENUE STE A, LA JOLLA, CA 92037

Signing Officer

Name
Joel O Holliday
Title
President
Signed
2017-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Jenkins Bowler Llp
Address
626 S LAKE AVE, PASADENA, CA 91106-3918
Preparer
Patrick J Bowler
Phone
6267922179
Raw XML AppendixShowing 400 of 588 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Lateef Managed ACCT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Legg Mason Managed ACCT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Met West Managed ACCT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PIMCO Short-term Managed ACCT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Pinnacle Managed ACCT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11RS Global Managed ACCT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12Sanderson Managed ACCT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13Templeton Managed ACCT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14Vaughan Nelson Managed ACCT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15WCM Managed ACCT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16Westwood Managed ACCT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17Settlement Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-529777
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt022771
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3178766
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03081139
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt046633445
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt046731072
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt046633445
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02481412
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02481412
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02481412
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02489336
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07924
IRS990PF/DistributableAmountGrp/TotalTaxAmt07924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt013000
IRS990PF/FMVAssetsEOYAmt050783965
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt049816
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt036794
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt010922084
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt015660075
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt015660075
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt038077437
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt034887213
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt034887213
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt02966850
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt03933503
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt044991
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt047559
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0534
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt02568
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt02568
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt050664
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt074364
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt074364
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0109843
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0180223
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0469
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0444
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0444
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0806393
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0159301
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0159301
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt049857581
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt050783965
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt050783965
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03126509
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04150520
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt049857581
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt050783965
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt046731072
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt046633445
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt046731072
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt046633445
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt050544895
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0202274
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt050342621
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0758173
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02489336
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt049786722
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt050544895
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0HS Management Partners LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt067597
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Invest. Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0598 Madison Ave 14th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt329.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt025250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt125800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt224750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3114000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt427250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt08550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William J Holliday
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Charles W Rees Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2William M Low
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Joel O Holliday
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Mary F Berglund
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3President / CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07742 Herschel Avenue Suite A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17742 Herschel Avenue Suite A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27742 Herschel Avenue Suite A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt37742 Herschel Avenue Suite A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt47742 Herschel Avenue Suite A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0La Jolla
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1La Jolla
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2La Jolla
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3La Jolla
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4La Jolla
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd392037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd492037
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02108966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02112928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02363689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02443686
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01951340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01914833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01936700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04483
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.03789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03962
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt049786722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt052726840
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt054391854
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt051503230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt046018897
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt045520209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02010996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.211800
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02010996
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02010996
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02010996
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07742 HERSCHEL AVE STE A
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LA JOLLA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092037
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOEL O HOLLIDAY
IRS990PF/StatementsRegardingActyGrp/PhoneNum08584593699
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,783,965
Liabilities
$4,150,520
Net assets
$46,633,445
Revenue
$529,937
Expenses
$3,708,703
Net income
-$3,178,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.1$4.36$54.8$7.40$3.65$3.74
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.3$4.26$53.0$0.34$3.70$4.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.6$4.26$48.3$0.97$3.46$2.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.0$4.51$64.5$9.17$3.96$5.21
2020Detailed filing. Detailed filing data is available for this year.$64.9$4.42$60.5$3.68$3.81$0.12
2019Detailed filing. Detailed filing data is available for this year.$58.5$4.32$54.1$3.59$3.80$0.22
2018Detailed filing. Detailed filing data is available for this year.$50.3$4.21$46.0$4.17$3.58$0.59
2017Detailed filing. Detailed filing data is available for this year.$57.5$4.38$53.1$3.43$3.85$0.42
2016Detailed filing. Detailed filing data is available for this year.$50.8$4.15$46.6$0.53$3.71$3.18
2015Detailed filing. Detailed filing data is available for this year.$49.9$3.13$46.7$5.76$3.40$2.36
2014Detailed filing. Detailed filing data is available for this year.$53.9$2.92$50.9$5.44$3.20$2.24