Civic Intelligence

John Stauffer Charitable Trust

EIN 23-7434707 • Pasadena, CA

155 North Lake Avenue 11th FloorPasadena, CA 91101
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

3rd percentile

-128%

Higher net margin than 3% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$217,785

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

12th percentile

-5.6%

Faster asset growth than 12% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-37%

Faster revenue growth than 7% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$34,094,477

Down $2,016,020 (-5.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$34,094,477

Down $2,016,020 (-5.6%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin3rd percentile

Revenue

Down

$1,616,089

Down $945,259 (-37%) from 2023

Expenses

Down

$3,684,919

Down $441,124 (-11%) from 2023

Net Income

Down

-$2,068,830

Down $504,135 (-32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2016: $35,686,203Liabilities 2016: $0Net Assets 2016: $35,686,2032016Assets 2017: $36,190,244Liabilities 2017: $0Net Assets 2017: $36,190,2442017Assets 2018: $37,161,200Liabilities 2018: $2Net Assets 2018: $37,161,1982018Assets 2019: $37,424,570Liabilities 2019: $4Net Assets 2019: $37,424,5662019Assets 2020: $34,787,801Liabilities 2020: $0Net Assets 2020: $34,787,8012020Assets 2021: $39,817,778Liabilities 2021: $0Net Assets 2021: $39,817,7782021Assets 2022: $37,603,499Liabilities 2022: $0Net Assets 2022: $37,603,4992022Assets 2023: $36,110,497Liabilities 2023: $0Net Assets 2023: $36,110,4972023Assets 2024: $34,094,477Liabilities 2024: $0Net Assets 2024: $34,094,4772024

Highlighted filing

2024

Assets$34,094,477
Liabilities$0
Net Assets$34,094,477
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2016: $2,973,998Expenses 2016: $2,798,841Net Income 2016: $175,1572016Revenue 2017: $3,716,988Expenses 2017: $3,207,437Net Income 2017: $509,5512017Revenue 2018: $3,996,110Expenses 2018: $3,029,568Net Income 2018: $966,5422018Revenue 2019: $3,243,514Expenses 2019: $2,984,715Net Income 2019: $258,7992019Revenue 2020: $396,711Expenses 2020: $3,019,223Net Income 2020: -$2,622,5122020Revenue 2021: $8,946,774Expenses 2021: $3,897,193Net Income 2021: $5,049,5812021Revenue 2022: $1,373,346Expenses 2022: $3,596,817Net Income 2022: -$2,223,4712022Revenue 2023: $2,561,348Expenses 2023: $4,126,043Net Income 2023: -$1,564,6952023Revenue 2024: $1,616,089Expenses 2024: $3,684,919Net Income 2024: -$2,068,8302024

Highlighted filing

2024

Revenue$1,616,089
Expenses$3,684,919
Net Income-$2,068,830
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$34,094,477
Liabilities
$0
Net assets
$34,094,477
Revenue
$1,616,089
Expenses
$3,684,919
Net income
-$2,068,830
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.1$0.00$34.1$1.62$3.68$2.07
2023Detailed filing. Detailed filing data is available for this year.$36.1$0.00$36.1$2.56$4.13$1.56
2022Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$1.37$3.60$2.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.8$0.00$39.8$8.95$3.90$5.05
2020Detailed filing. Detailed filing data is available for this year.$34.8$0.00$34.8$0.40$3.02$2.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.4$0.00$37.4$3.24$2.98$0.26
2018Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$4.00$3.03$0.97
2017Detailed filing. Detailed filing data is available for this year.$36.2$0.00$36.2$3.72$3.21$0.51
2016Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$2.97$2.80$0.18
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Dec 10, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL WHALENTrusteePT$198,392-$198,392
WILLIAM R KRUSETrusteePT$198,392-$198,392
TIMOTHY J GOSNEYTrusteePT$198,392-$198,392
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-ESTABLISHUNDERGRADUATESUMMER RESEARCHPROGRAM INCHEMISTRY ANDBIOCHEMISTRY.COLLEGEALISO VIEJO, CA, US$500,000
Paid Grant-TO SUPPORT A CHAIR IN THE FIELD OF CHEMISTRY.COLLEGEREDLANDS, CA, US$500,000
Paid Grant-ENDOWMENT FORCHEMISTRYPROFESSOR.COLLEGEPASADENA, CA, US$500,000
Paid Grant-JOHN STAUFFERCENTER FORINNOVATION ANDLEARNING.MEDICALRANCHO MIRAGE, CA, US$500,000
Paid Grant-TO SUPPORT A CHAIR IN THE FIELD OF CHEMISTRY.COLLEGELOS ANGELES, CA, US$500,000
Paid Grant-RADIOLOGY DEPARTMENT CT SCANNER PURCHASE.MEDICALARCADIA, CA, US$250,000
Paid Grant-ENDOWMENT FORSUMMER RESEARCHPROGRAM INCHEMISTRY.COLLEGESTOCKTON, CA, US$127,000
Paid Grant-FOR JOHN STAUFFER HUMAN ANATOMY SUITE.COLLEGEFOUNTAIN VALLEY, CA, US$108,891
Paid Grant-TO ESTABLISH ANENDOWMENT FORSUMMER RESEARCHPROGRAM INCHEMISTRY ANDBIOCHEMISTRY.COLLEGEORANGE, CA, US$100,000
Paid Grant-ESTABLISH THESTAUFFERUNDERGRADUATECHEMISTRYRESEARCHENDOWMENT.COLLEGESANTA BARBARA, CA, US$52,500
Filing and Contact Details

Filer

Filer Name
John Stauffer Charitable Trust
EIN
23-7434707
Phone
6267939400
Address
155 NORTH LAKE AVENUE 11TH FLOOR, PASADENA, CA 91101

Signing Officer

Name
Michael R Whalen
Title
Trustee
Signed
2025-12-10
Discuss with paid preparer
Yes

Preparer

Firm
ATS Accounting Group Inc
Address
6355 Topanga Canyon Blvd Ste 225, Woodland Hills, CA 91367
Preparer
Michael Trunnell CPA
Phone
8187041040
Raw XML AppendixShowing 400 of 457 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt06003
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06003
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AmendedReturnInd0X
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01087055
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02561348
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02561348
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06003
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06003
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01087055
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0476140
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0119035
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0595175
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03138391
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03138391
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01474293
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01474293
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1564695
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07094424
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04126043
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL WHALEN
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR JOHN STAUFFER HUMAN ANATOMY SUITE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT A CHAIR IN THE FIELD OF CHEMISTRY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ENDOWMENT FORCHEMISTRYPROFESSOR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4JOHN STAUFFERCENTER FORINNOVATION ANDLEARNING.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO ESTABLISH ANENDOWMENT FORSUMMER RESEARCHPROGRAM INCHEMISTRY ANDBIOCHEMISTRY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO SUPPORT A CHAIR IN THE FIELD OF CHEMISTRY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7ESTABLISH THESTAUFFERUNDERGRADUATECHEMISTRYRESEARCHENDOWMENT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8ENDOWMENT FORSUMMER RESEARCHPROGRAM INCHEMISTRY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9RADIOLOGY DEPARTMENT CT SCANNER PURCHASE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2COLLEGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8COLLEGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011460 WARNER AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192656
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292373
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492270
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592866
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd690041
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd793106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd895211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd991007
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt03050000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03138391
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/AppliedToCurrentYearAmt0873714
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02746845
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03257720
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03620559

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