Civic Intelligence

Adelle Davis Foundation

990PF • Fiscal year 2019 • EIN 23-7262117

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 14, 2019

PO Box 40287Santa Barbara, CA 93140

(805) 845-6507

Siviq Scores

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

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

0.22x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

5th percentile

-172%

Higher net margin than 5% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-76%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$363,883

Down $45,123 (-11%) from 2018

Net Assets

Down

$357,606

Down $48,695 (-12%) from 2018

Liabilities

Up

$6,277

Up $3,572 (+132%) from 2018

Revenue

Down

$28,379

Down $87,732 (-76%) from 2018

Expenses

Up

$77,074

Up $473 (+0.6%) from 2018

Net Income

Down

-$48,695

Down $88,205 (-223%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2016: $428,310Liabilities 2016: $2,695Net Assets 2016: $425,6152016Assets 2017: $369,486Liabilities 2017: $2,695Net Assets 2017: $366,7912017Assets 2018: $409,006Liabilities 2018: $2,705Net Assets 2018: $406,3012018Assets 2019: $363,883Liabilities 2019: $6,277Net Assets 2019: $357,6062019Assets 2020: $314,315Liabilities 2020: $0Net Assets 2020: $314,3152020Assets 2021: $301,928Liabilities 2021: $0Net Assets 2021: $301,9282021Assets 2022: $261,002Liabilities 2022: $0Net Assets 2022: $261,0022022Assets 2023: $212,789Liabilities 2023: $0Net Assets 2023: $212,7892023Assets 2024: $183,892Liabilities 2024: $0Net Assets 2024: $183,8922024

Highlighted filing

2019

Assets$363,883
Liabilities$6,277
Net Assets$357,606

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2016: $36,118Expenses 2016: $87,359Net Income 2016: -$51,2412016Revenue 2017: $19,888Expenses 2017: $78,712Net Income 2017: -$58,8242017Revenue 2018: $116,111Expenses 2018: $76,601Net Income 2018: $39,5102018Revenue 2019: $28,379Expenses 2019: $77,074Net Income 2019: -$48,6952019Revenue 2020: $27,459Expenses 2020: $70,750Net Income 2020: -$43,2912020Revenue 2021: $59,590Expenses 2021: $71,977Net Income 2021: -$12,3872021Revenue 2022: $25,407Expenses 2022: $66,333Net Income 2022: -$40,9262022Revenue 2023: $13,535Expenses 2023: $61,748Net Income 2023: -$48,2132023Revenue 2024: $39,530Expenses 2024: $68,427Net Income 2024: -$28,8972024

Highlighted filing

2019

Revenue$28,379
Expenses$77,074
Net Income-$48,695
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 14, 2019
Return Version
2018v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELOISE DILLINGManager-$0--
GABE DOMINOCIELODirector-$0--
DENNIS MERENBACHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Adelle Davis Foundation
EIN
23-7262117
Phone
8058456507
Address
PO BOX 40287, SANTA BARBARA, CA 93140

Signing Officer

Name
Eloise Dilling
Title
Manager
Phone
8058456507
Signed
2019-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Gregory D Siadal CPA
Address
1933 CLIFF DRIVE SUITE 25, SANTA BARBARA, CA 93109
Preparer
Gregory D Siadal
Phone
8059665306
Raw XML Appendix360 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/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION PROVIDES GRANTS TO UNIVERSITIES TO SUPPORT PROGRAMS OF EDUCATION AND DEVELOPMENTAL ACTIVITIES RELATED TO THE FIELD OF NUTRITION. THE FOUNDATION THROUGH THE UNIVERSITIES GRANTS SCHOLARSHIPS TO QUALIFIED UNDERGRADUATE AND POSTGRADUATE STUDENTS MAJORING IN NUTRITIONAL SCIENCE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FUND CULINARY ARTS PROGRAM FOR YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0UNIVERSITY OF CALIFORNIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PARKS RECREATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CALIFORNIA STATE UNIV-LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3FOUNDATION FOR SBCC CULINARY ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11136 EAST MONTECITO ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25151 STATE UNIVERSITY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3721 CLIFF DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SANTA BARBARA
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013993
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016177
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041947
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3630
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12042
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3782
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41260
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0PUBLICALLY TRADED PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ADELLE DAVIS BOOKS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-343
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1870
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-343
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1870
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07945
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07945
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt050
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELOISE DILLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum08058456507
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADELLE DAVIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ADEL
ReturnHeader/Filer/EIN0237262117
ReturnHeader/Filer/PhoneNum08058456507
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 40287
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093140
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0878F9DF4B5A4558383DE514D3699556306E26744
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0878F9DF4B5A4558383DE514D3699556306E26744
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.252.229.216
ReturnHeader/FilingSecurityInformation/IPDt02020-02-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:14:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0956559256
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREGORY D SIADAL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01933 CLIFF DRIVE SUITE 25
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093109
ReturnHeader/PreparerPersonGrp/PhoneNum08059665306
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY D SIADAL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-02-18T10:14:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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