Civic Intelligence

Foundation for Enterprise Development

990PF • Fiscal year 2016 • EIN 33-0207662

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 08, 2016

1241 Cave StreetLA Jolla, CA 92037

(866) 936-4333

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$3,440,399

Down $34,657 (-1.0%) from 2015

Net Assets

Up

$3,376,590

Up $96,483 (+2.9%) from 2015

Liabilities

Down

$63,809

Down $131,140 (-67%) from 2015

Revenue And Expenses

Revenue

Down

$585,490

Down $401,984 (-41%) from 2015

Expenses

Down

$452,135

Down $350,481 (-44%) from 2015

Net Income

Down

$133,355

Down $51,503 (-28%) from 2015

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,051,061Liabilities 2011: $282,263Net Assets 2011: $2,768,7982011Assets 2012: $2,868,214Liabilities 2012: $181,612Net Assets 2012: $2,686,6022012Assets 2013: $3,142,519Liabilities 2013: $225,659Net Assets 2013: $2,916,8602013Assets 2014: $3,261,234Liabilities 2014: $133,483Net Assets 2014: $3,127,7512014Assets 2015: $3,475,056Liabilities 2015: $194,949Net Assets 2015: $3,280,1072015Assets 2016: $3,440,399Liabilities 2016: $63,809Net Assets 2016: $3,376,5902016

Highlighted filing

2016

Assets$3,440,399
Liabilities$63,809
Net Assets$3,376,590

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Expenses 2011: $1,386,7282011Expenses 2012: $1,478,0812012Expenses 2013: $1,344,9462013Revenue 2014: $1,562,831Expenses 2014: $1,525,112Net Income 2014: $37,7192014Revenue 2015: $987,474Expenses 2015: $802,616Net Income 2015: $184,8582015Revenue 2016: $585,490Expenses 2016: $452,135Net Income 2016: $133,3552016

Highlighted filing

2016

Revenue$585,490
Expenses$452,135
Net Income$133,355
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 8, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ANN BEYSTERPresidentPT$92,115$4,251$96,366
STEVE FISHERTrustee-$0--
THOMAS DARCYTrustee-$0--
DAVID BINNSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Foundation for Enterprise Development
EIN
33-0207662
Phone
8669364333
Address
1241 CAVE STREET, LA JOLLA, CA 92037

Signing Officer

Name
Mary Ann Beyster
Title
President
Phone
8669364333
Signed
2016-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
10616 SCRIPPS SUMMIT COURT STE 100, SAN DIEGO, CA 92131
Preparer
Robert C Gellman
Phone
8587952000
Raw XML AppendixShowing 400 of 829 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ML #240-04043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ML #240-04043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BR STRATEGIC FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BR GLOBAL LS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BR GLOBAL IS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VANGUARD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6VANGUARD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ML #240-04042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt078259
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt02983
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0133355
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt036872
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03413462
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03280107
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03376590
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01560
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02173
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02173
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02173
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0613
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01560
IRS990PF/FMVAssetsEOYAmt03440399
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt069949
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt053809
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0766599
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0544774
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0544774
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0216213
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0241979
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0241979
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0710621
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0928358
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0928358
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0125000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt010000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt065736
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt065736
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0456
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt04389
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04780
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04780
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0880172
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01147733
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01147733
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblBOYAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYFMVAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt014919
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt014835
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt014835
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0599148
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0199606
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0199606
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03475056
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03440399
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03440399
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0194949
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt063809
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03475056
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03440399
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03280107
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03376590
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt03280107
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt03376590
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0280039
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0353334
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0353334
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03381318
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0970284
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02411034
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt050720
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0166530
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03330598
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03381318
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt032.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt075236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt02280
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt0412
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0BIANCA HELM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0BUSINESS ANALYST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01241 CAVE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LA JOLLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd092037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt024.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt092115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt03045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt01206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY ANN BEYSTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STEVE FISHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS DARCY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DAVID BINNS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE

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