Civic Intelligence

Cecil H & Ida M Green Foundation for Earth Sciences

990 • Fiscal year 2018 • EIN 23-7121946

Apr 01, 2017 to Mar 31, 2018 • Filed on Nov 06, 2018

Organization ProfileWWW.IGPP.UCSD.EDU/GREENFOUNDATION
Ucsd Igpp 0225LA Jolla, CA 92093

(858) 534-4552

Siviq Scores

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

Liabilities / Assets

68th percentile

0.42x

Higher debt load relative to assets than 68% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

5.82x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

94th percentile

66%

Higher net margin than 94% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

75th percentile

10%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

1.1%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$14,584,897

Up $1,360,922 (+10%) from 2017

Net Assets

Up

$8,438,313

Up $700,007 (+9.0%) from 2017

Liabilities

Up

$6,146,584

Up $660,915 (+12%) from 2017

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin94th percentile

Revenue

Up

$1,055,208

Up $11,650 (+1.1%) from 2017

Expenses

Down

$355,200

Down $454 (-0.1%) from 2017

Net Income

Up

$700,008

Up $12,104 (+1.8%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$20M$15M$10M$5.0M$0Assets 2013: $11,548,455Liabilities 2013: $4,673,944Net Assets 2013: $6,874,5112013Assets 2015: $13,048,456Liabilities 2015: $5,394,354Net Assets 2015: $7,654,1022015Assets 2017: $13,223,975Liabilities 2017: $5,485,669Net Assets 2017: $7,738,3062017Assets 2018: $14,584,897Liabilities 2018: $6,146,584Net Assets 2018: $8,438,3132018Assets 2019: $14,300,674Liabilities 2019: $6,242,864Net Assets 2019: $8,057,8102019Assets 2020: $13,058,060Liabilities 2020: $6,146,584Net Assets 2020: $6,911,4762020Assets 2021: $15,880,336Liabilities 2021: $6,146,584Net Assets 2021: $9,733,7522021Assets 2022: $16,525,112Liabilities 2022: $6,146,584Net Assets 2022: $10,378,5282022Assets 2025: $18,176,388Liabilities 2025: $7,526,395Net Assets 2025: $10,649,9932025

Highlighted filing

2018

Assets$14,584,897
Liabilities$6,146,584
Net Assets$8,438,313
Open 2018 Filing

Operations Trend

Revenue Growth40th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2013: $141,0172013Revenue 2015: $365,599Expenses 2015: $315,969Net Income 2015: $49,6302015Revenue 2017: $1,043,558Expenses 2017: $355,654Net Income 2017: $687,9042017Revenue 2018: $1,055,208Expenses 2018: $355,200Net Income 2018: $700,0082018Revenue 2019: $586,864Expenses 2019: $296,649Net Income 2019: $290,2152019Revenue 2020: $707,007Expenses 2020: $270,767Net Income 2020: $436,2402020Revenue 2021: $3,710,125Expenses 2021: $289,940Net Income 2021: $3,420,1852021Revenue 2022: $1,221,654Expenses 2022: $378,054Net Income 2022: $843,6002022Revenue 2025: $462,658Expenses 2025: $234,511Net Income 2025: $228,1472025

Highlighted filing

2018

Revenue$1,055,208
Expenses$355,200
Net Income$700,008
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Nov 6, 2018
Return Version
2017v2.2
Gross Receipts
$1,055,208
Mission and Program Overview

Mission

To foster and support the educational efforts of igpp at ucsd by providing financial assistance to the institute for the creation and continuance of one or more lectureships and research activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,715,157$8,358,426▲ $643,269
Other Notes and Loans Receivable, Net$5,485,669$6,146,584▲ $660,915
Cash and Non-Interest-Bearing Accounts$23,149$79,887▲ $56,738
Total Assets$13,223,975$14,584,897▲ $1,360,922
Liabilities
Grants Payable$5,485,669$6,146,584▲ $660,915
Total Liabilities$5,485,669$6,146,584▲ $660,915
Net Assets / Fund Balance
Unrestricted Net Assets$6,507,360$7,207,367▲ $700,007
Permanently Rstr Net Assets$912,962$912,962→ $0
Temporarily Rstr Net Assets$317,984$317,984→ $0
Total Net Assets Fund Balance$7,738,306$8,438,313▲ $700,007
Total Liabilities and Net Assets / Fund Balance$13,223,975$14,584,897▲ $1,360,922

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,156,603---$2,156,603
2016$2,156,603---$2,156,603
2015$2,006,603$150,000--$2,156,603
2014$2,006,603---$2,006,603
2013$2,006,603---$2,006,603
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Sheldon EngelhornPresident
Chan P KhoslaDirector
M LeinenDirector
Mary a FoxDirector
Steve ConstableDirector - Igpp
Wayne FarqharsonAsst Secretary
Donna WestonAsst Treasurer Secretary
Duncan AgnewSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$19,868
Program Service Revenue
$0
Investment Income
$1,035,340
Other Revenue
$0
All Other Contributions
$19,868
Change in Net Assets
$700,008

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,055,208
Total Revenue per Audited Statements
$1,055,208
Total Revenue per Form 990
$1,055,208
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$288,170
Other Expenses$67,030
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$288,170--$288,170
Other Expenses-$19,868-$19,868
Total Functional Expenses$288,170$67,030$0$355,200

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$355,200
Total Expenses per Audited Statements$355,200
Total Expenses per Form 990$355,200
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Members of both the governing body and key staff review the 990 before it is finalize and published for public consumption”

Conflict of interest policy compliance Part VI line 12C

“The conflict of interest policy is readily available for review and citing in cases of bod concerns or discussed issues.”

CEO executive director top management comp Part VI line 15A

“All management staff of the organization are volunteers, so compensation is not an issue”

Other officer or key employee compensation Part VI line 15B

“Other officers are also volunteers and work without compensation”

Governing documents etc available to public Part VI line 19

“All documents, financial audits and 990 tax returns are available to the public upon written request to the organization”

Filing and Contact Details

Filer

Filer Name
Cecil H and Ida M Green Foundation for Earth Sci
EIN
23-7121946
Address
UCSD IGPP 0225, LA JOLLA, CA 92093

Signing Officer

Name
Wayne Farquharson
Title
Asst Treas Sec
Phone
8585344552
Signed
2018-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheldon Engelhorn Phd
Formed
1971
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
8
Employees
0
Volunteers
11

Preparer

Firm
JJ Davis and Associates
Address
3914 Murphy Canyon Road A164, San Diego, CA 92123
Preparer
Joseph J Davis MBA CPA
Phone
6195729297
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“The financial statement for the fiscal period 2017/16 has been restated due to a error made when carrying forward the fiscal year 2016/2015 market values rather than the cost basis of the Foundations marketable securities for both the Endowment and the IDA Equipment funds.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS OF BOTH THE GOVERNING BODY AND KEY STAFF REVIEW THE 990 BEFORE IT IS FINALIZE AND PUBLISHED FOR PUBLIC CONSUMPTION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS READILY AVAILABLE FOR REVIEW AND CITING IN CASES OF BOD CONCERNS OR DISCUSSED ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MANAGEMENT STAFF OF THE ORGANIZATION ARE VOLUNTEERS, SO COMPENSATION IS NOT AN ISSUE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER OFFICERS ARE ALSO VOLUNTEERS AND WORK WITHOUT COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS, FINANCIAL AUDITS AND 990 TAX RETURNS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The financial statement for the fiscal period 2017/16 has been restated due to a error made when carrying forward the fiscal year 2016/2015 market values rather than the cost basis of the Foundations marketable securities for both the Endowment and the IDA Equipment funds.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Explanation of other changes in net assets or fund balances Part XI line 9
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,584,897
Liabilities
$6,146,584
Net assets
$8,438,313
Revenue
$1,055,208
Expenses
$355,200
Net income
$700,008
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$7.53$10.6$0.46$0.23$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$6.15$10.4$1.22$0.38$0.84
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$6.15$9.73$3.71$0.29$3.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$6.15$6.91$0.71$0.27$0.44
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$6.24$8.06$0.59$0.30$0.29
2018Detailed filing. Detailed filing data is available for this year.$14.6$6.15$8.44$1.06$0.36$0.70
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$5.49$7.74$1.04$0.36$0.69
2015Detailed filing. Detailed filing data is available for this year.$13.0$5.39$7.65$0.37$0.32$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$4.67$6.87$0.14