Civic Intelligence

The Donna L Kendall Foundation

EIN 26-0725984 • Corona Del Mar, CA

3334 E Coast Highway Box 244Corona Del Mar, CA 92625
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

16th percentile

-27%

Higher net margin than 16% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$24,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

28th percentile

-2.7%

Faster asset growth than 28% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2024

Revenue Growth

29th percentile

-4.0%

Faster revenue growth than 29% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2024

Assets

Down

$3,194,649

Down $73,968 (-2.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,194,649

Down $73,968 (-2.3%) from 2023

Revenue

Down

$276,115

Down $43,760 (-14%) from 2023

Expenses

Down

$350,083

Down $39,912 (-10%) from 2023

Net Income

Down

-$73,968

Down $3,848 (-5.5%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2015: $4,236,057Liabilities 2015: $0Net Assets 2015: $4,236,0572015Assets 2016: $4,089,609Liabilities 2016: $0Net Assets 2016: $4,089,6092016Assets 2017: $3,945,319Liabilities 2017: $0Net Assets 2017: $3,945,3192017Assets 2018: $3,745,001Liabilities 2018: $0Net Assets 2018: $3,745,0012018Assets 2019: $3,602,527Liabilities 2019: $0Net Assets 2019: $3,602,5272019Assets 2020: $3,444,166Liabilities 2020: $0Net Assets 2020: $3,444,1662020Assets 2021: $3,472,151Liabilities 2021: $0Net Assets 2021: $3,472,1512021Assets 2022: $3,338,737Liabilities 2022: $0Net Assets 2022: $3,338,7372022Assets 2023: $3,268,617Liabilities 2023: $0Net Assets 2023: $3,268,6172023Assets 2024: $3,194,649Liabilities 2024: $0Net Assets 2024: $3,194,6492024

Highlighted filing

2024

Assets$3,194,649
Liabilities$0
Net Assets$3,194,649

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2015: $159,444Expenses 2015: $281,733Net Income 2015: -$122,2892015Revenue 2016: $166,880Expenses 2016: $313,328Net Income 2016: -$146,4482016Revenue 2017: $180,102Expenses 2017: $324,392Net Income 2017: -$144,2902017Revenue 2018: $184,592Expenses 2018: $384,910Net Income 2018: -$200,3182018Revenue 2019: $218,303Expenses 2019: $360,777Net Income 2019: -$142,4742019Revenue 2020: $280,661Expenses 2020: $439,022Net Income 2020: -$158,3612020Revenue 2021: $312,219Expenses 2021: $284,234Net Income 2021: $27,9852021Revenue 2022: $215,674Expenses 2022: $357,014Net Income 2022: -$141,3402022Revenue 2023: $319,875Expenses 2023: $389,995Net Income 2023: -$70,1202023Revenue 2024: $276,115Expenses 2024: $350,083Net Income 2024: -$73,9682024

Highlighted filing

2024

Revenue$276,115
Expenses$350,083
Net Income-$73,968

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA L KENDALLTrusteePT$24,000-$24,000
DAVID BROWNINGTrustee-$0--
CLIFTON A LEONHARDTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Donna L Kendall Foundation
EIN
26-0725984
Phone
9495669317
Address
3334 E COAST HIGHWAY BOX 244, CORONA DEL MAR, CA 92625

Signing Officer

Name
Donna L Kendall
Title
President
Phone
9495669317
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Cary Spalding Aac
Address
PO BOX 73160, SAN CLEMENTE, CA 92673-3160
Preparer
Charles Spalding
Phone
8185992200
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0220 SO MICHIGAN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt149 CLINTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2225 VARICK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32715 Q STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42715 Q STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt530 LINCOLN CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61124 MAIN STREET STE B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DOBBS FERRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110522
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692614
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0187157
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0342219
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0382944
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt040725
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0101089
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt040725
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt060364
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt060364
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0342219
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt060364
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0101089
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE, ADMINISTRATIVE & OVERHEAD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROGRAM, TRAVEL & CONFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010070
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt144658
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt144658
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt032611
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNREAL GAIN ON 332 DONATED PEP SHARES, NOT TAXABLE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt032611
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02631
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt169176
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1RESEARCH & ADMIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt169176
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02631
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0111
TaxesSchedule/TaxesDetail/Amt10
TaxesSchedule/TaxesDetail/Amt22032
TaxesSchedule/TaxesDetail/Amt3197
TaxesSchedule/TaxesDetail/CategoryTxt0FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0100
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt22032
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3197
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA L KENDALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09495669317
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DONNA L KENDALL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DONN
ReturnHeader/Filer/EIN0260725984
ReturnHeader/Filer/PhoneNum09495669317
ReturnHeader/Filer/USAddress/AddressLine1Txt03334 E COAST HIGHWAY BOX 244
ReturnHeader/Filer/USAddress/CityNm0CORONA DEL MAR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092625
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320055485
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARY SPALDING AAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 73160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN CLEMENTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926733160
ReturnHeader/PreparerPersonGrp/PhoneNum08185992200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES SPALDING
ReturnHeader/ReturnTs02025-05-16T00:07:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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