Civic Intelligence

Jon and Melissa Becker Foundation

990PF • Fiscal year 2014 • EIN 26-1310266

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 02, 2015

Organization Profile
1935 Puddingstone DriveLA Verne, CA 91750

(800) 997-3773

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

78th percentile

22%

Faster asset growth than 78% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

372%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$230,517

Up $42,227 (+22%) from 2013

Net Assets

Up

$230,517

Up $42,227 (+22%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin95th percentile

Revenue

Up

$58,604

Up $46,185 (+372%) from 2013

Expenses

Up

$16,309

Up $13,704 (+526%) from 2013

Net Income

Up

$42,295

Up $32,481 (+331%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$300K$200K$100K$0Assets 2011: $182,990Liabilities 2011: $0Net Assets 2011: $182,9902011Assets 2012: $178,024Liabilities 2012: $0Net Assets 2012: $178,0242012Assets 2013: $188,290Liabilities 2013: $0Net Assets 2013: $188,2902013Assets 2014: $230,517Liabilities 2014: $0Net Assets 2014: $230,5172014Assets 2015: $240,205Liabilities 2015: $0Net Assets 2015: $240,2052015Assets 2017: $241,990Liabilities 2017: $0Net Assets 2017: $241,9902017Assets 2018: $244,222Liabilities 2018: $0Net Assets 2018: $244,2222018Assets 2019: $238,011Liabilities 2019: $0Net Assets 2019: $238,0112019Assets 2020: $232,200Liabilities 2020: $0Net Assets 2020: $232,2002020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2014

Assets$230,517
Liabilities$0
Net Assets$230,517
Open 2014 Filing

Operations Trend

Revenue Growth98th percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $4,5902011Expenses 2012: $23,9162012Revenue 2013: $12,419Expenses 2013: $2,605Net Income 2013: $9,8142013Revenue 2014: $58,604Expenses 2014: $16,309Net Income 2014: $42,2952014Revenue 2015: $27,549Expenses 2015: $18,113Net Income 2015: $9,4362015Revenue 2017: $16,117Expenses 2017: $15,650Net Income 2017: $4672017Revenue 2018: $13,505Expenses 2018: $11,273Net Income 2018: $2,2322018Revenue 2019: $16,134Expenses 2019: $22,345Net Income 2019: -$6,2112019Revenue 2020: $12,633Expenses 2020: $18,444Net Income 2020: -$5,8112020Revenue 2021: $19,400Expenses 2021: $251,600Net Income 2021: -$232,2002021

Highlighted filing

2014

Revenue$58,604
Expenses$16,309
Net Income$42,295
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 2, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON BECKERPres/ Exec Director-$0--
MELISSA BECKERSec / Treas-$0--
LISA HUGHESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jon and Melissa Becker Foundation
EIN
26-1310266
Phone
8009973773
Address
1935 PUDDINGSTONE DRIVE, LA VERNE, CA 91750

Signing Officer

Name
Jon Becker
Title
Presexec Director
Phone
8009973773
Signed
2015-03-02
Discuss with paid preparer
Yes

Preparer

Firm
Zuehls Legaspi & Company
Address
350 S Figueroa St Ste 437, Los Angeles, CA 90071
Preparer
Susan R Legaspi
Phone
2139724033
Raw XML Appendix305 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/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MELISSA BECKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LISA HUGHES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/ EXEC DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SEC / TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JON BECKER
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JON AND MELISSA BECKER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ZOOLOGICAL SOCIETY OF SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 120557
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092112
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt05139
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06011
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010372
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011150
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05233
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06011
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Aardvark Tactical Foundation
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01935 Puddingstone Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0La Verne
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091750
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt046013
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt062699
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CORPORATE FIXED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt058982
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt060417
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0252
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Other unsettled purchases/sales
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt02800
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FRANCHISE TAX BOARD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2US TREASURY
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02800
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02800
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2199
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0184
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized gains
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON BECKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESEXEC DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08009973773
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JON AND MELISSA BECKER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JONA
ReturnHeader/Filer/EIN0261310266
ReturnHeader/Filer/PhoneNum08009973773
ReturnHeader/Filer/USAddress/AddressLine1Txt01935 PUDDINGSTONE DRIVE
ReturnHeader/Filer/USAddress/CityNm0LA VERNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091750
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Zuehls Legaspi & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 S Figueroa St Ste 437
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Angeles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090071
ReturnHeader/PreparerPersonGrp/PhoneNum02139724033
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan R Legaspi
ReturnHeader/ReturnTs02015-03-02T01:14:36-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$230,517
Liabilities
$0
Net assets
$230,517
Revenue
$58,604
Expenses
$16,309
Net income
$42,295
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.19$2.52$2.32
2020Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.13$0.18$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.16$0.22$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.14$0.11$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.16$0.16$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.28$0.18$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.59$0.16$0.42
2013Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.12$0.03$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.24
2011Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.05