Civic Intelligence

Princess Cruises Community Foundation

990 • Fiscal year 2016 • EIN 26-3136431

Dec 01, 2015 to Nov 30, 2016 • Filed on Jul 05, 2017

24305 Town Center DriveSanta Clarita, CA 91355

(661) 753-1537

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$330,421

Down $70,271 (-18%) from 2015

Net Assets

Down

$330,421

Down $63,915 (-16%) from 2015

Liabilities

Down

$0

Down $6,356 (-100%) from 2015

Revenue

Down

$297,874

Down $38,142 (-11%) from 2015

Expenses

Down

$361,789

Down $97,711 (-21%) from 2015

Net Income

Up

-$63,915

Up $59,569 (+48%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2015: $400,692Liabilities 2015: $6,356Net Assets 2015: $394,3362015Assets 2016: $330,421Liabilities 2016: $0Net Assets 2016: $330,4212016Assets 2017: $491,068Liabilities 2017: $0Net Assets 2017: $491,0682017Assets 2018: $199,066Liabilities 2018: $0Net Assets 2018: $199,0662018Assets 2019: $242,302Liabilities 2019: $0Net Assets 2019: $242,3022019Assets 2020: $276,426Liabilities 2020: $1Net Assets 2020: $276,4252020Assets 2021: $274,123Liabilities 2021: $0Net Assets 2021: $274,1232021Assets 2022: $321,739Liabilities 2022: $0Net Assets 2022: $321,7392022Assets 2023: $383,649Liabilities 2023: $0Net Assets 2023: $383,6492023Assets 2024: $443,342Liabilities 2024: $0Net Assets 2024: $443,3422024

Highlighted filing

2016

Assets$330,421
Liabilities$0
Net Assets$330,421

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2015: $336,016Expenses 2015: $459,500Net Income 2015: -$123,4842015Revenue 2016: $297,874Expenses 2016: $361,789Net Income 2016: -$63,9152016Revenue 2017: $454,951Expenses 2017: $294,304Net Income 2017: $160,6472017Revenue 2018: $215,964Expenses 2018: $507,966Net Income 2018: -$292,0022018Revenue 2019: $268,263Expenses 2019: $225,027Net Income 2019: $43,2362019Revenue 2020: $164,123Expenses 2020: $130,000Net Income 2020: $34,1232020Revenue 2021: $17,168Expenses 2021: $19,470Net Income 2021: -$2,3022021Revenue 2022: $73,561Expenses 2022: $25,945Net Income 2022: $47,6162022Revenue 2023: $119,700Expenses 2023: $57,790Net Income 2023: $61,9102023Revenue 2024: $104,598Expenses 2024: $44,905Net Income 2024: $59,6932024

Highlighted filing

2016

Revenue$297,874
Expenses$361,789
Net Income-$63,915
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Jul 5, 2017
Return Version
2015v3.0
Gross Receipts
$297,874
Mission and Program Overview

Mission

To assist communities with issues relating to children and families, environmental concerns and community welfare.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$379,366$330,421▼ $48,945
Accounts Receivable$21,326$0▼ $21,326
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$400,692$330,421▼ $70,271
Other Assets Total-$0-
Liabilities
Grants Payable$6,356--
Total Liabilities$6,356$0▼ $6,356
Net Assets / Fund Balance
Unrestricted Net Assets$394,336$326,997▼ $67,339
Temporarily Rstr Net Assets-$3,424-
Total Net Assets Fund Balance$394,336$330,421▼ $63,915
Total Liabilities and Net Assets / Fund Balance$400,692$330,421▼ $70,271
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jan SwartzPresident
Mona EhrenreichVice President
Elana SiegelDirector
Rai CaluoriDirector
Tim HowieCFO
Karen ReichSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$297,874
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$92,181
Change in Net Assets
$-63,915
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$356,813
Other Expenses$4,976
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$234,623--$234,623
Foreign Grants$122,190--$122,190
Fees for Services Legal$869--$869
Other Expenses$296$31-$31
Total Functional Expenses$360,978$811$0$361,789
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Susan G Komen FoundationDallas, TX501(c)(3)Community Health and Welfare$80,055
Single Mothers OutreachNewhall, CA501(c)(3)Community Health and Welfare$15,000
Seafarers House EvergradeFort Lauderdale, FL501(c)(3)Community Health and Welfare$12,650
Boys and Girls Club Kings CtySeattle, WA501(c)(3)Assisting Children$12,500
Carousel RanchAgua Dulce, CA501(c)(3)Assisting Children$10,000
Girl Scouts of Greater LaLos Angeles, CA501(c)(3)Assisting Children$10,000
HeritxSanta Monica, CA501(c)(3)Assisting Children$10,000
Michael Hoefflin FdnSanta Clarita, CA501(c)(3)Community Health and Welfare$10,000
American Red CrossLos Angeles, CA501(c)(3)Disaster Relief$9,000
Boys and Girls Club of ScvSanta Clarita, CA501(c)(3)Assisting Children$7,500
International Seafarers LbLong Beach, CA501(c)(3)Community Health and Welfare$6,650
Mission to SeafarersSeattle, WA501(c)(3)Community Health and Welfare$6,650
California Science CenterLos Angeles, CA501(c)(3)Educational$0

International Summary

Spending
$122,190

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Beijing, ChinaGrant MakingDisaster Relief00$47,290
Tokyo, JapanGrant MakingDisaster Relief00$24,379
Katariba, JapanGrant MakingAssisting Children00$19,530
Manila, PhilippinesGrant MakingHealth & Welfare00$14,230
Surry Hills, AustraliaGrant MakingAssisting Children00$10,111
Croydon, United KingdomGrant MakingHealth & Welfare00$6,650
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chart Auctions$125,638---
On Deck for the Cure$80,055---
Total Events$205,693---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is presented to board of directors for their review and approval before final filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

No payments made to entities identified as potential conflicts of interest.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Available upon request and on guidestar.

Filing and Contact Details

Filer

Filer Name
Princess Cruises Community Foundation
EIN
26-3136431
Phone
6617531537
Address
24305 TOWN CENTER DRIVE, SANTA CLARITA, CA 91355

Signing Officer

Name
Tim Howie
Title
CFO
Signed
2017-07-05
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
59

Preparer

Firm
Hutchinson and Bloodgood Llp
Address
550 N BRAND BLVD 14th Floor, GLENDALE, CA 91203
Preparer
Sahak Loussinian
Phone
8186375000
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IRS990ScheduleA/SubstantialContributorsTotAmt0566011
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0297874
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0336016
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0832734
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0384088
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0443430
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02294142
IRS990ScheduleA/TotalSupportAmt02294142
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt50
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt50
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt014230
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt16650
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt224379
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt319530
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt410111
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt547290
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0MANILA, PHILIPPINES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1CROYDON, UNITED KINGDOM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2TOKYO, JAPAN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3KATARIBA, JAPAN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt4SURRY HILLS, AUSTRALIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt5BEIJING, CHINA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0HEALTH & WELFARE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1HEALTH & WELFARE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt2DISASTER RELIEF
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt3ASSISTING CHILDREN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt4ASSISTING CHILDREN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt5DISASTER RELIEF
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANT MAKING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1GRANT MAKING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2GRANT MAKING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt3GRANT MAKING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt4GRANT MAKING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt5GRANT MAKING
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt010111
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt147290
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt219530
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt324379
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt414230
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt56650
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt2CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt3CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt4CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt5CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0ASSISTING CHILDREN
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1DISASTER RELIEF
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt2ASSISTING CHILDREN
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt3DISASTER RELIEF
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt4HEALTH & WELFARE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt5HEALTH & WELFARE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0AUSTRALIA
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1CHINA
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt2JAPAN
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt3JAPAN
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt4PHILIPPINES
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt5UNITED KINGDOM
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalSpentAmt0122190
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0The organization monitors the use of its grants by requesting acknowledgment from the donee and through ongoing feedback from community members in the areas served
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US
IRS990ScheduleF/Total501c3OrgCnt06
IRS990ScheduleF/TotalSpentAmt0122190
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0205693
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0125638
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt080055
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHART AUCTIONS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ON DECK FOR THE CURE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0125638
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt080055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0205693
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt09000
IRS990ScheduleI/RecipientTable/CashGrantAmt112500
IRS990ScheduleI/RecipientTable/CashGrantAmt27500
IRS990ScheduleI/RecipientTable/CashGrantAmt30
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt610000
IRS990ScheduleI/RecipientTable/CashGrantAmt76650
IRS990ScheduleI/RecipientTable/CashGrantAmt810000
IRS990ScheduleI/RecipientTable/CashGrantAmt96650
IRS990ScheduleI/RecipientTable/CashGrantAmt1012650
IRS990ScheduleI/RecipientTable/CashGrantAmt1115000
IRS990ScheduleI/RecipientTable/CashGrantAmt1280055
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(c)(3)

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