Civic Intelligence

The Pacific Endowment

990PF • Fiscal year 2019 • EIN 33-0142633

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 06, 2020

Organization Profile
PO Box 1046La Jolla, CA 92038-1046

(858) 456-8500

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

1st percentile

-737%

Higher net margin than 1% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

5th percentile

-29%

Faster asset growth than 5% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

254%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$536,081

Down $220,490 (-29%) from 2018

Net Assets

Down

$536,081

Down $220,490 (-29%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin1st percentile

Revenue

Up

$29,917

Up $21,466 (+254%) from 2018

Expenses

Up

$250,407

Up $249,457 (+26259%) from 2018

Net Income

Down

-$220,490

Down $227,991 (-3039%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $31,145Liabilities 2010: $0Net Assets 2010: $31,1452010Assets 2011: $31,010Liabilities 2011: $0Net Assets 2011: $31,0102011Assets 2012: $755,669Liabilities 2012: $0Net Assets 2012: $755,6692012Assets 2013: $929,378Liabilities 2013: $0Net Assets 2013: $929,3782013Assets 2014: $1,733,908Liabilities 2014: $0Net Assets 2014: $1,733,9082014Assets 2015: $1,773,285Liabilities 2015: $0Net Assets 2015: $1,773,2852015Assets 2016: $747,501Liabilities 2016: $0Net Assets 2016: $747,5012016Assets 2017: $749,070Liabilities 2017: $0Net Assets 2017: $749,0702017Assets 2018: $756,571Liabilities 2018: $0Net Assets 2018: $756,5712018Assets 2019: $536,081Liabilities 2019: $0Net Assets 2019: $536,0812019Assets 2020: $506,844Liabilities 2020: $0Net Assets 2020: $506,8442020Assets 2021: $418,413Liabilities 2021: $0Net Assets 2021: $418,4132021Assets 2022: $419,233Liabilities 2022: $0Net Assets 2022: $419,2332022Assets 2023: $400,100Liabilities 2023: $0Net Assets 2023: $400,1002023Assets 2024: $316,259Liabilities 2024: $0Net Assets 2024: $316,2592024

Highlighted filing

2019

Assets$536,081
Liabilities$0
Net Assets$536,081
Open 2019 Filing

Operations Trend

Revenue Growth97th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $5,6132010Expenses 2011: $1502011Expenses 2012: $75,3932012Expenses 2013: $8352013Revenue 2014: $1,025,348Expenses 2014: $220,818Net Income 2014: $804,5302014Revenue 2015: $690,441Expenses 2015: $651,064Net Income 2015: $39,3772015Revenue 2016: $151Expenses 2016: $1,025,935Net Income 2016: -$1,025,7842016Revenue 2017: $2,529Expenses 2017: $960Net Income 2017: $1,5692017Revenue 2018: $8,451Expenses 2018: $950Net Income 2018: $7,5012018Revenue 2019: $29,917Expenses 2019: $250,407Net Income 2019: -$220,4902019Revenue 2020: $12,927Expenses 2020: $42,164Net Income 2020: -$29,2372020Revenue 2021: $73Expenses 2021: $88,504Net Income 2021: -$88,4312021Revenue 2022: $1,208Expenses 2022: $388Net Income 2022: $8202022Revenue 2023: $1,342Expenses 2023: $20,475Net Income 2023: -$19,1332023Revenue 2024: $19,193Expenses 2024: $103,034Net Income 2024: -$83,8412024

Highlighted filing

2019

Revenue$29,917
Expenses$250,407
Net Income-$220,490
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 6, 2020
Return Version
2018v3.3
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN SCHUTZPresident-$0--
SUSAN SCHUTZSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Pacific Endowment
EIN
33-0142633
In Care Of
% THE PACIFIC ENDOWMENT
Phone
8584568500
Address
PO Box 1046, La Jolla, CA 92038-1046

Signing Officer

Name
Stephen Schutz
Title
President
Phone
8584568500
Signed
2020-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Susanne Morrow
Address
560 Mission Street Suite 1600, San Francisco, CA 94105
Preparer
Susanne Morrow
Phone
4158948000
Raw XML Appendix259 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 1046
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IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LiquidationExplanationStmt/ExplanationTxt0During the normal course of its grantmaking activities, the organization disposed of more than 25% of its assets resulting in a substantial contraction. This is not part of a plan of termination or dissolution. The Foundation intends to continue in existence for the foreseeable future.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MERRILL LYNCH FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0156
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0306
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
TaxesSchedule/TaxesDetail/Amt051
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN SCHUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08584568500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Pacific Endowment
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0330142633
ReturnHeader/Filer/InCareOfNm0% THE PACIFIC ENDOWMENT
ReturnHeader/Filer/PhoneNum08584568500
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1046
ReturnHeader/Filer/USAddress/CityNm0La Jolla
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0920381046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susanne Morrow
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0560 Mission Street Suite 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094105
ReturnHeader/PreparerPersonGrp/PhoneNum04158948000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susanne Morrow
ReturnHeader/ReturnTs02020-04-17T15:38:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$536,081
Liabilities
$0
Net assets
$536,081
Revenue
$29,917
Expenses
$250,407
Net income
-$220,490
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.02$0.10$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.00$0.02$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.00$0.09$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.01$0.04$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.03$0.25$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.01$0.00$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.00$1.03$1.03
2015Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.69$0.65$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$1.03$0.22$0.80
2013Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.08
2011Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.01