Civic Intelligence

Dunaway Foundation

990PF • Fiscal year 2021 • EIN 27-1996754

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

Organization Profile
4225 Executive Square Suite 1150LA Jolla, CA 92037

(858) 558-9200

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

79th percentile

44%

Higher net margin than 79% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

33rd percentile

3.7%

Faster asset growth than 33% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-22%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$46,789,428

Up $1,661,969 (+3.7%) from 2020

Net Assets

Up

$46,789,428

Up $1,661,969 (+3.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin79th percentile

Revenue

Down

$762,699

Down $221,399 (-22%) from 2020

Expenses

Down

$430,366

Down $140,590 (-25%) from 2020

Net Income

Down

$332,333

Down $80,809 (-20%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$80M$60M$40M$20M$0Assets 2013: $22,802,725Liabilities 2013: $22,492Net Assets 2013: $22,780,2332013Assets 2014: $12,550,109Liabilities 2014: $22,000Net Assets 2014: $12,528,1092014Assets 2015: $4,652,746Liabilities 2015: $0Net Assets 2015: $4,652,7462015Assets 2016: $107,468Liabilities 2016: $0Net Assets 2016: $107,4682016Assets 2017: $100,739Liabilities 2017: $0Net Assets 2017: $100,7392017Assets 2018: $61,171,772Liabilities 2018: $0Net Assets 2018: $61,171,7722018Assets 2019: $36,340,175Liabilities 2019: $0Net Assets 2019: $36,340,1752019Assets 2020: $45,127,459Liabilities 2020: $0Net Assets 2020: $45,127,4592020Assets 2021: $46,789,428Liabilities 2021: $0Net Assets 2021: $46,789,4282021Assets 2022: $47,483,380Liabilities 2022: $0Net Assets 2022: $47,483,3802022Assets 2023: $47,975,446Liabilities 2023: $0Net Assets 2023: $47,975,4462023Assets 2024: $37,912,179Liabilities 2024: $0Net Assets 2024: $37,912,1792024

Highlighted filing

2021

Assets$46,789,428
Liabilities$0
Net Assets$46,789,428
Open 2021 Filing

Operations Trend

Revenue Growth11th percentile

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

$100M$50M$0-$50MRevenue 2013: $27,722,814Expenses 2013: $4,998,129Net Income 2013: $22,724,6852013Revenue 2014: $5,771,184Expenses 2014: $15,770,599Net Income 2014: -$9,999,4152014Revenue 2015: -$104,646Expenses 2015: $7,952,697Net Income 2015: -$8,057,3432015Revenue 2016: $53,945Expenses 2016: $4,666,382Net Income 2016: -$4,612,4372016Revenue 2017: $252Expenses 2017: $6,981Net Income 2017: -$6,7292017Revenue 2018: $85,561,620Expenses 2018: $27,601,641Net Income 2018: $57,959,9792018Revenue 2019: $7,416,577Expenses 2019: $32,248,174Net Income 2019: -$24,831,5972019Revenue 2020: $984,098Expenses 2020: $570,956Net Income 2020: $413,1422020Revenue 2021: $762,699Expenses 2021: $430,366Net Income 2021: $332,3332021Revenue 2022: $1,378,048Expenses 2022: $684,096Net Income 2022: $693,9522022Revenue 2023: $1,277,383Expenses 2023: $785,317Net Income 2023: $492,0662023Revenue 2024: $13,451,107Expenses 2024: $23,514,374Net Income 2024: -$10,063,2672024

Highlighted filing

2021

Revenue$762,699
Expenses$430,366
Net Income$332,333
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRWIN M JACOBSDirector, CFO, Secretary-$0--
JOAN K JACOBSDirector, President-$0--
Filing and Contact Details

Filer

Filer Name
Dunaway Foundation
EIN
27-1996754
Phone
8585589200
Address
4225 EXECUTIVE SQUARE SUITE 1150, LA JOLLA, CA 92037

Signing Officer

Name
Irwin M Jacobs
Title
CFO
Phone
8585589200
Signed
2022-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Lindsay & Brownell Llp
Address
4225 EXECUTIVE SQUARE SUITE 1150, LA JOLLA, CA 92037
Preparer
Mary H Mcgroarty
Phone
8585589200
Raw XML Appendix350 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
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03075
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt04515442
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14169189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MERRILL LYNCH #3101 MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MERRILL LYNCH #3102 MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04477639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15234854
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01329636
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt046789428
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt045127459
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt046789428
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04101970
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0DLA PIPER LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0368946
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR, CFO, SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR, PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, WITH OFFICES AT 1245 SEVENTH AVENUE, SAN DIEGO, CA 92101 (EIN: 95-2040874)
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt06975878
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt06975878
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0IRWIN M JACOBS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JOAN K JACOBS
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt04101970
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04101970
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt033717367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt029159862
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026448950
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01226
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04533466
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04533466
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt092549911
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03222506
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt033717367
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt029159862
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026448950
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01226
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07324476
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03222506
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt097083377
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt093860871
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0THE JACOBS FAMILY TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04225 EXECUTIVE SQUARE SUITE 1150
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LA JOLLA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092037
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt022437
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0332051
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0368946
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt036895
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt034587809
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SDSO BAYSIDE PERFORMANCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt037939050
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt037939050
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0903
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0903
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01329636
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0GAIN ON APPRECIATION OF CONTRIBUTIONS - MARKETABLE SECURITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0796
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt138618
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt210598
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CT CORPORATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2CONTRACT SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0796
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt27418
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt138618
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt23180
TaxesSchedule/TaxesDetail/Amt0125
TaxesSchedule/TaxesDetail/Amt1115
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1BANK SERVICE CHARGES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0125
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1115
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0IRWIN M JACOBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08585589200
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DUNAWAY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DUNA
ReturnHeader/Filer/EIN0271996754
ReturnHeader/Filer/PhoneNum08585589200
ReturnHeader/Filer/USAddress/AddressLine1Txt04225 EXECUTIVE SQUARE SUITE 1150
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092037
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330885895
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDSAY & BROWNELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04225 EXECUTIVE SQUARE SUITE 1150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA JOLLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092037
ReturnHeader/PreparerPersonGrp/PhoneNum08585589200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY H MCGROARTY
ReturnHeader/ReturnTs02022-11-14T17:52:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0IRWIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JACOBS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,789,428
Liabilities
$0
Net assets
$46,789,428
Revenue
$762,699
Expenses
$430,366
Net income
$332,333
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.9$0.00$37.9$13.5$23.5$10.1
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.0$0.00$48.0$1.28$0.79$0.49
2022Detailed filing. Detailed filing data is available for this year.$47.5$0.00$47.5$1.38$0.68$0.69
2021Detailed filing. Detailed filing data is available for this year.$46.8$0.00$46.8$0.76$0.43$0.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.1$0.00$45.1$0.98$0.57$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.3$0.00$36.3$7.42$32.2$24.8
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.2$0.00$61.2$85.6$27.6$58.0
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$0.00$0.01$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.11$0.05$4.67$4.61
2015Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.10$7.95$8.06
2014Detailed filing. Detailed filing data is available for this year.$12.6$0.02$12.5$5.77$15.8$10.00
2013Detailed filing. Detailed filing data is available for this year.$22.8$0.02$22.8$27.7$5.00$22.7