Civic Intelligence

The Pacific Endowment

990PF • Fiscal year 2021 • EIN 33-0142633

Jul 01, 2020 to Jun 30, 2021 • Filed on May 15, 2022

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

1st percentile

-121138%

Higher net margin than 1% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

19th percentile

-17%

Faster asset growth than 19% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-99%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$418,413

Down $88,431 (-17%) from 2020

Net Assets

Down

$418,413

Down $88,431 (-17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$73

Down $12,854 (-99%) from 2020

Expenses

Up

$88,504

Up $46,340 (+110%) from 2020

Net Income

Down

-$88,431

Down $59,194 (-202%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$418,413
Liabilities$0
Net Assets$418,413

Operations Trend

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

2021

Revenue$73
Expenses$88,504
Net Income-$88,431
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 15, 2022
Return Version
2020v4.1
Compensation and Service Providers

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
2022-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
560 Mission Street Suite 1600, San Francisco, CA 94105
Preparer
Yanyi Lin
Phone
4158948000
Raw XML Appendix241 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/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt073
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-3192156
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0470261
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0470261
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07054
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt023160
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0463207
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN SCHUTZ
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LA JOLLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LA JOLLA
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt088100
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1046
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LA JOLLA
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0920381046
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE PACIFIC ENDOWMENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Rewild (fka Global Wildlife Conservation)
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0215155
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
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TaxesSchedule/TaxesDetail/Amt0204
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TaxesSchedule/TaxesDetail/CategoryTxt1CALIFORNIA
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN SCHUTZ
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ReturnHeader/BusinessOfficerGrp/PhoneNum08584568500
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-15
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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/BusinessNameLine1Txt0ERNST & YOUNG US LLP
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/PreparationDt02022-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Yanyi Lin
ReturnHeader/ReturnTs02022-05-16T17:05:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHUTZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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