Civic Intelligence

Thomas Ohana Foundation

990PF • Fiscal year 2011 • EIN 27-1538278

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 13, 2012

515 Amphitheatre Drive92014
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$1,811,724

No earlier filing loaded for comparison.

Net Assets

$1,811,724

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$102,585

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,811,724Liabilities 2011: $0Net Assets 2011: $1,811,7242011Assets 2015: $4,061,588Liabilities 2015: $0Net Assets 2015: $4,061,5882015Assets 2016: $4,038,742Liabilities 2016: $0Net Assets 2016: $4,038,7422016Assets 2017: $4,193,114Liabilities 2017: $0Net Assets 2017: $4,193,1142017Assets 2018: $4,564,083Liabilities 2018: $0Net Assets 2018: $4,564,0832018Assets 2019: $5,101,100Liabilities 2019: $0Net Assets 2019: $5,101,1002019Assets 2020: $5,019,157Liabilities 2020: $0Net Assets 2020: $5,019,1572020Assets 2021: $5,228,540Liabilities 2021: $0Net Assets 2021: $5,228,5402021Assets 2022: $5,917,813Liabilities 2022: $0Net Assets 2022: $5,917,8132022Assets 2023: $5,527,862Liabilities 2023: $0Net Assets 2023: $5,527,8622023Assets 2024: $5,203,379Liabilities 2024: $0Net Assets 2024: $5,203,3792024

Highlighted filing

2011

Assets$1,811,724
Liabilities$0
Net Assets$1,811,724

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $102,5852011Revenue 2015: $1,041,940Expenses 2015: $529,921Net Income 2015: $512,0192015Revenue 2016: $577,967Expenses 2016: $600,813Net Income 2016: -$22,8462016Revenue 2017: $902,110Expenses 2017: $747,738Net Income 2017: $154,3722017Revenue 2018: $1,415,851Expenses 2018: $1,044,882Net Income 2018: $370,9692018Revenue 2019: $1,146,712Expenses 2019: $609,695Net Income 2019: $537,0172019Revenue 2020: $383,869Expenses 2020: $465,812Net Income 2020: -$81,9432020Revenue 2021: $791,245Expenses 2021: $581,862Net Income 2021: $209,3832021Revenue 2022: $1,271,322Expenses 2022: $572,486Net Income 2022: $698,8362022Revenue 2023: $252,760Expenses 2023: $634,625Net Income 2023: -$381,8652023Revenue 2024: $308,423Expenses 2024: $632,906Net Income 2024: -$324,4832024

Highlighted filing

2011

Revenue-
Expenses$102,585
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 13, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN C THOMASPresidentPT$0--
JEFFREY K THOMASTreasurer-$0--
JILLIAN G THOMASSecretary-$0--
MEGAN A THOMASDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMONARCH SCHOOLCONTRIBUTION501(C)(3)SAN DIEGO, CA, US$40,000
Paid GrantTHE CHILDRENS CENTERCONTRIBUTION501(C)(3)SALT LAKE CITY, UT, US$30,000
Paid GrantA REASON TO SURVIVECONTRIBUTION501(C)(3)SAN DIEGO, CA, US$20,000
Paid GrantCANCER ANGELSCONTRIBUTION501(C)(3)CARLSBAD, CA, US$10,000
Filing and Contact Details

Filer

EIN
27-1538278
Raw XML Appendix268 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/AnalysisIncomeProducingActy/TotalPartXVIA0845
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01355094
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable020326
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn066738
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01334768
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01355094
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition010.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition22.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition32.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOAN C THOMAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JEFFREY K THOMAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JILLIAN G THOMAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3MEGAN A THOMAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Secretary
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10515 AMPHITHEATRE DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11533 SOUTH SIERRA UNIT 140
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine123892 QUARTER MILE DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13515 AMPHITHEATRE DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0DEL MAR
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode092014
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0102585
IRS990PF/QualifyingDistributions/ExpensesAndContributions0102585
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0All interest was derived from a tax-exempt state money market fund and therefore excluded from taxable income.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10JOAN C THOMAS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08587931852
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0DEL MAR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode092014
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0JOAN C THOMAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount010000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount130000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount220000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount340000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CANCER ANGELS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11THE CHILDRENS CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12A REASON TO SURVIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13MONARCH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)(3)
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101915 ASTON AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11350 SOUTH 400 EAST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine122820 ROOSEVELT ROAD 106
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13805 WEST CEDAR STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CARLSBAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SALT LAKE CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SAN DIEGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SAN DIEGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1UT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode092008
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode184111
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IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions01000000
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IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0DEL MAR
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode092014
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0FRANK JOAN THOMAS
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherAssetsSchedule/OtherAssets/Description0OTHER RECEIVABLES
OtherAssetsSchedule/OtherAssets/EOYBookValue015000
OtherAssetsSchedule/OtherAssets/EOYFMV015000
SubstantialContributorsSch/SubstantialContributor/PersonName0FRANK AND JOAN THOMAS
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine10515 AMPHITHEATRE DRIVE
SubstantialContributorsSch/SubstantialContributor/USAddress/City0DEL MAR
SubstantialContributorsSch/SubstantialContributor/USAddress/State0CA
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode092014
TaxesSchedule/Taxes/Amount010
TaxesSchedule/Taxes/Amount11000
TaxesSchedule/Taxes/Amount275
TaxesSchedule/Taxes/Category0State Tax
TaxesSchedule/Taxes/Category1Federal ExciseTax
TaxesSchedule/Taxes/Category2CA Attorney General
TaxesSchedule/Taxes/DisbursementsCharitablePrps010
TaxesSchedule/Taxes/DisbursementsCharitablePrps11000
TaxesSchedule/Taxes/DisbursementsCharitablePrps275
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0271538278
ReturnHeader/Filer/Name/BusinessNameLine10THOMAS OHANA FOUNDATION
ReturnHeader/Filer/NameControl0THOM
ReturnHeader/Filer/Phone08587931852
ReturnHeader/Filer/USAddress/AddressLine10515 AMPHITHEATRE DRIVE
ReturnHeader/Filer/USAddress/City0DEL MAR
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092014
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-13
ReturnHeader/Officer/Name0JOAN C THOMAS
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MENSCH & ASSOCIATES CPAS APC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1012264 EL CAMINO REAL STE 402
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAN DIEGO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0921303061
ReturnHeader/Preparer/Name0Dorothy McLin
ReturnHeader/Preparer/Phone08587922210
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-14T10:01:06-08:00

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Filings

Peer Organizations

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