Civic Intelligence

Coastal Community Foundation

990 • Fiscal year 2016 • EIN 33-0216692

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 19, 2017

Organization ProfileN/A
162 S Rancho Santa Fe Rd Ste F50Encinitas, CA 92024

(760) 942-9245

Siviq Scores

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

Liabilities / Assets

48th percentile

0.09x

Higher debt load relative to assets than 48% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

68th percentile

0.29x

Higher debt load relative to revenue than 68% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

94th percentile

58%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

57th percentile

$76,731

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

86th percentile

28%

Faster asset growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

175%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$4,039,742

Up $894,863 (+28%) from 2015

Net Assets

Up

$3,676,497

Up $813,812 (+28%) from 2015

Liabilities

Up

$363,245

Up $81,051 (+29%) from 2015

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin94th percentile

Revenue

Up

$1,262,804

Up $803,142 (+175%) from 2015

Expenses

Up

$529,912

Up $76,053 (+17%) from 2015

Net Income

Up

$732,892

Up $727,089 (+12530%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$15M$10M$5.0M$0Assets 2010: $1,614,304Liabilities 2010: $0Net Assets 2010: $1,614,3042010Assets 2011: $1,602,612Liabilities 2011: $0Net Assets 2011: $1,602,6122011Assets 2012: $1,704,069Liabilities 2012: $378Net Assets 2012: $1,703,6912012Assets 2013: $2,810,751Liabilities 2013: $154,374Net Assets 2013: $2,656,3772013Assets 2014: $3,150,042Liabilities 2014: $194,094Net Assets 2014: $2,955,9482014Assets 2015: $3,144,879Liabilities 2015: $282,194Net Assets 2015: $2,862,6852015Assets 2016: $4,039,742Liabilities 2016: $363,245Net Assets 2016: $3,676,4972016Assets 2017: $6,301,494Liabilities 2017: $478,267Net Assets 2017: $5,823,2272017Assets 2018: $6,292,363Liabilities 2018: $548,742Net Assets 2018: $5,743,6212018Assets 2019: $7,332,697Liabilities 2019: $730,526Net Assets 2019: $6,602,1712019Assets 2020: $8,117,417Liabilities 2020: $981,732Net Assets 2020: $7,135,6852020Assets 2021: $11,103,800Liabilities 2021: $1,921,032Net Assets 2021: $9,182,7682021Assets 2022: $9,503,718Liabilities 2022: $1,949,705Net Assets 2022: $7,554,0132022Assets 2023: $10,166,430Liabilities 2023: $1,950,343Net Assets 2023: $8,216,0872023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2016

Assets$4,039,742
Liabilities$363,245
Net Assets$3,676,497
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $161,2222010Expenses 2011: $216,3962011Expenses 2012: $242,4972012Revenue 2013: $1,155,715Expenses 2013: $290,656Net Income 2013: $865,0592013Revenue 2014: $718,270Expenses 2014: $462,504Net Income 2014: $255,7662014Revenue 2015: $459,662Expenses 2015: $453,859Net Income 2015: $5,8032015Revenue 2016: $1,262,804Expenses 2016: $529,912Net Income 2016: $732,8922016Revenue 2017: $2,607,702Expenses 2017: $797,788Net Income 2017: $1,809,9142017Revenue 2018: $1,320,722Expenses 2018: $906,676Net Income 2018: $414,0462018Revenue 2019: $1,311,900Expenses 2019: $1,114,225Net Income 2019: $197,6752019Revenue 2020: $1,803,353Expenses 2020: $1,319,553Net Income 2020: $483,8002020Revenue 2021: $3,232,132Expenses 2021: $1,314,155Net Income 2021: $1,917,9772021Revenue 2022: $1,103,691Expenses 2022: $1,533,040Net Income 2022: -$429,3492022Revenue 2023: $1,411,012Expenses 2023: $1,296,226Net Income 2023: $114,7862023Revenue 2024: $478,510Expenses 2024: $776,536Net Income 2024: -$298,0262024

Highlighted filing

2016

Revenue$1,262,804
Expenses$529,912
Net Income$732,892
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 19, 2017
Return Version
2016v3.0
Gross Receipts
$1,806,316
Mission and Program Overview

Mission

To enhance the quality of life in north coastal san diego county by directing philanthropic efforts toward community needs

TO help individuals and families meet their charitable goals; make grants to support nonprofit programs, education and community needs; provide support and training for nonprofits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,631,040$3,391,684▲ $760,644
Savings and Temporary Cash Investments$281,712$521,393▲ $239,681
Cash and Non-Interest-Bearing Accounts$231,752$125,790▼ $105,962
Pledges and Grants Receivable-$500-
Prepaid Expenses and Deferred Charges$375$375→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,144,879$4,039,742▲ $894,863
Other Assets Total-$0-
Liabilities
Escrow Account Liability$282,194$362,695▲ $80,501
Grants Payable-$550-
Total Liabilities$282,194$363,245▲ $81,051
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,089,267$1,871,140▲ $781,873
Permanently Rstr Net Assets$1,752,550$1,797,472▲ $44,922
Unrestricted Net Assets$20,868$7,885▼ $12,983
Total Net Assets Fund Balance$2,862,685$3,676,497▲ $813,812
Total Liabilities and Net Assets / Fund Balance$3,144,879$4,039,742▲ $894,863

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,951,574$50,472▲ $166,609-$2,041,477
2015$1,999,071$97,333▼ $20,756-$1,951,574
2014$1,916,137$81,762▲ $90,400-$1,999,071
2013$1,195,898$560,626▲ $222,621-$1,916,137
2012$1,094,753$17,696▲ $125,885-$1,195,898
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon OmahenExecutive DirectorFT$68,000$8,731$76,731

Board Members and Trustees

NameTitle
Alice JacobsonPresident
Eric HallVice President
Bill CoxDirector
Bobbie HoderDirector
Ed BlodgettDirector
Jim StreetDirector
John OsborneDirector
John RunagerDirector
Marion DodsonDirector
Nancy GibersonDirector
Sean GildeaDirector
John KeltingSecretary
Sherry MesmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,043,626
Program Service Revenue
$71,311
Investment Income
$147,326
Other Revenue
$541
All Other Contributions
$1,043,626
Change in Net Assets
$732,892

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Closely Held Stock1$26,408High-low Average
Securities Publicly Traded1$317High-low Average
Total Noncash Contributions2$26,725-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$306,636
Other Expenses$123,230
Salaries, Compensation, and Employee Benefits$100,046
Total Fundraising Expense$12,886
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$266,736--$266,736
Fees for Services Management$67,667-$686$68,353
Current Officers, Directors, Trustees, and Key Employees$44,200$16,320$7,480$68,000
Grants to Domestic Individuals$39,900--$39,900
Other Salaries and Wages-$16,410-$16,410
Occupancy$6,371$4,717$1,078$12,166
Fees for Service Investment Mgmnt Fees$10,024--$10,024
Fees for Services Accounting-$9,163-$9,163
Other Employee Benefits$5,676$2,095$960$8,731
Payroll Taxes$3,616$2,677$612$6,905
All Other Expenses$2,290$3,527$729$6,546
Insurance-$2,633-$2,633
Office Expenses$898$898-$1,796
Other Expenses$804$599$137$1,540
Fees for Services Legal--$806$806
Fees for Services Other$562$172-$734
Total Functional Expenses$455,637$61,389$12,886$529,912
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Reuben H Fleet Science CntrSan Diego, CA501(c)(3)School Science Programs$18,774
Rancho Coastal Humane SocietyEncinitas, CA501(c)(3)Kennels/general Support$15,000
Lux Art InstituteEncinitas, CA501(c)(3)Valise program (education)$13,442
Generate Hope IncSan Diego, CA501(c)(3)Education/ Therapy Sex Trafficking$10,000
Kitchens for GoodSan Diego, CA501(c)(3)Project Launch$10,000
San Dieguito United MethodistEncinitas, CA501(c)(3)Building Fund$10,000
Birch AquariumLa Jolla, CA501(c)(3)School Programs/ General Support$8,065
New Entra Casa CorporationSan Diego, CA501(c)(3)Program Operations$6,500
Karen Organization of SdSan Diego, CA501(c)(3)Mentor Circles for Burma Refugees$5,700
North Coast Repertory TheatreSolana Beach, CA501(c)(3)General Support/ Programs$5,410
Monarch SchoolSan Diego, CA501(c)(3)Music Program/field Trips$5,350
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Board members may engage in business relationships with each other in the normal course of business.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The executive director and treasurer review the draft form 990 prior to approval. The form 990 is provided to the board of directors before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All board and committee members sign a conflict of interest policy annually. Directors and volunteers are asked to disclose any conflicts before a vote is taken. The conflict of interest policy is available upon request.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The executive director's salary is determined based on an annual review and comparable salary information from similar sized foundations.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Financial information is available to the public on the foundation's website and on guidestar. The foundation has been acknowledged as a trusted partner on guidestar and has passed the national standards by the council on foundations, which indicated that coastal community foundation is in compliance with standards for u.s. Community foundations. Copies of information can also be requested by phone.”

Filing and Contact Details

Filer

Filer Name
Coastal Community Foundation
EIN
33-0216692
Phone
7609429245
Address
162 S RANCHO SANTA FE RD STE F50, ENCINITAS, CA 92024

Signing Officer

Name
Alice Jacobson
Title
President
Signed
2017-06-19
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
55

Preparer

Firm
Polito Eppich Associates LLP
Address
100 E San Marcos Blvd 100, San Marcos, CA 92069
Preparer
Jessica M Dorsett
Phone
7605999900
Supplemental Narrative

Financial Statement Notes

Part IV, Line 2B: Explanation of escrow account liability

“Amounts held on behalf of others include endowments established by unaffiliated nonprofit organizations for their own benefit.”

Part X : FIN48 Footnote

“The Foundation has analyzed its tax positions taken for filings with the Internal Revenue Service and the state of California. The Foundation believes that its income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the Foundations financial condition, results of operations nor cash flows. Accordingly, the Foundation has not recorded any tax assets or liabilities, nor related accruals for interest or penalties for uncertain income tax positions at December 31, 2016.”

Raw XML AppendixShowing 400 of 686 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO help individuals and families meet their charitable goals; make grants to support nonprofit programs, education and community needs; provide support and training for nonprofits
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt01043626
IRS990/AllOtherExpensesGrp/FundraisingAmt0729
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03527
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02290
IRS990/AllOtherExpensesGrp/TotalAmt06546
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0SHARON OMAHEN
IRS990/BooksInCareOfDetail/PhoneNum07609429245
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 230415
IRS990/BooksInCareOfDetail/USAddress/CityNm0ENCINITAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092023
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0231752
IRS990/CashNonInterestBearingGrp/EOYAmt0125790
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt07480
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt016320
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt044200
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt068000
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01043626
IRS990/CYGrantsAndSimilarPaidAmt0306636
IRS990/CYInvestmentIncomeAmt0147326
IRS990/CYOtherExpensesAmt0123230
IRS990/CYOtherRevenueAmt0541
IRS990/CYProgramServiceRevenueAmt071311
IRS990/CYRevenuesLessExpensesAmt0732892
IRS990/CYSalariesCompEmpBnftPaidAmt0100046
IRS990/CYTotalExpensesAmt0529912
IRS990/CYTotalFundraisingExpenseAmt012886
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01262804
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Field of Interest Grants - Grant awards are made in a variety of areas. Formal grant programs include Hand to Hand for programs that empower change and self-sufficiency for women and girls in San Diego County. Mental Health grants are for programs and services that focus on mental health intervention programs and counseling services for youth. Solana Beach Fund grants are for programs and projects that build stronger nonprofits, help neighborhoods and families and ensure a vibrant culture in Solana Beach.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt0282194
IRS990/EscrowAccountLiabilityGrp/EOYAmt0362695
IRS990/ExpenseAmt0224109
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09163
IRS990/FeesForServicesAccountingGrp/TotalAmt09163
IRS990/FeesForServicesLegalGrp/FundraisingAmt0806
IRS990/FeesForServicesLegalGrp/TotalAmt0806
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt0686
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt067667
IRS990/FeesForServicesManagementGrp/TotalAmt068353
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0172
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0562
IRS990/FeesForServicesOtherGrp/TotalAmt0734
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt010024
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt010024
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt01
IRS990/Form8282PropertyDisposedOfInd0true
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1336.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt138731
IRS990/Form990PartVIISectionAGrp/PersonNm0BILL COX
IRS990/Form990PartVIISectionAGrp/PersonNm1ALICE JACOBSON
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM STREET
IRS990/Form990PartVIISectionAGrp/PersonNm3SEAN GILDEA
IRS990/Form990PartVIISectionAGrp/PersonNm4ED BLODGETT
IRS990/Form990PartVIISectionAGrp/PersonNm5NANCY GIBERSON
IRS990/Form990PartVIISectionAGrp/PersonNm6MARION DODSON
IRS990/Form990PartVIISectionAGrp/PersonNm7SHERRY MESMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8ERIC HALL
IRS990/Form990PartVIISectionAGrp/PersonNm9BOBBIE HODER
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN KELTING
IRS990/Form990PartVIISectionAGrp/PersonNm11JOHN RUNAGER
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN OSBORNE
IRS990/Form990PartVIISectionAGrp/PersonNm13SHARON OMAHEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1368000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Executive Dir.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt079929
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0149991
IRS990/GrantsPayableGrp/EOYAmt0550
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt039900
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt039900
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0266736
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0266736
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0623441
IRS990/GrossReceiptsAmt01806316
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02633
IRS990/InsuranceGrp/TotalAmt02633
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt067397
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt067397
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02631040
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03391684
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0543512
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ENHANCE THE QUALITY OF LIFE IN NORTH COASTAL SAN DIEGO COUNTY BY DIRECTING PHILANTHROPIC EFFORTS TOWARD COMMUNITY NEEDS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02862685
IRS990/NetAssetsOrFundBalancesEOYAmt03676497
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt079929
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt079929
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt080920
IRS990/NoncashContributionsAmt026725
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01078
IRS990/OccupancyGrp/ManagementAndGeneralAmt04717
IRS990/OccupancyGrp/ProgramServicesAmt06371
IRS990/OccupancyGrp/TotalAmt012166
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0898
IRS990/OfficeExpensesGrp/ProgramServicesAmt0898
IRS990/OfficeExpensesGrp/TotalAmt01796
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0960
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02095
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05676
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08731
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3Telephone
IRS990/OtherExpensesGrp/FundraisingAmt0398
IRS990/OtherExpensesGrp/FundraisingAmt1137
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02019
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1159
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2599
IRS990/OtherExpensesGrp/ProgramServicesAmt05859
IRS990/OtherExpensesGrp/ProgramServicesAmt11034
IRS990/OtherExpensesGrp/ProgramServicesAmt2804
IRS990/OtherExpensesGrp/TotalAmt05859
IRS990/OtherExpensesGrp/TotalAmt12019
IRS990/OtherExpensesGrp/TotalAmt21591
IRS990/OtherExpensesGrp/TotalAmt31540
IRS990/OtherRevenueTotalAmt0541
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016410
IRS990/OtherSalariesAndWagesGrp/TotalAmt016410
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0612
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02677
IRS990/PayrollTaxesGrp/ProgramServicesAmt03616
IRS990/PayrollTaxesGrp/TotalAmt06905
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01752550
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01797472
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0500
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0375
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0375
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/Desc0CHARITABLE GIFT ADMINISTR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt071311
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt071311
IRS990/ProgSrvcAccomActy2Grp/Desc0Donor Advised Fund Grants - Donors make recommendations to the Foundations Board of Directors for distributions from their funds. Grants are awarded to a wide variety of nonprofits locally, regionally and nationally.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0170865
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0114356
IRS990/ProgSrvcAccomActy3Grp/Desc0Education and Scholarship Education grants are made for art and science programs for fifth through eighth grade classrooms in the Del Mar, Solana Beach, Cardiff, Encinitas, Carlsbad and Oceanside school districts and for creative classroom projects in high schools in the North Coast. Scholarships are awarded to graduating seniors from San Dieguito, Carlsbad and Oceanside high school districts and students who qualify for renewal scholarships.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt060663
IRS990/ProgSrvcAccomActy3Grp/GrantAmt040600
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0327717
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0247084
IRS990/PYInvestmentIncomeAmt061145
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0126176
IRS990/PYProgramServiceRevenueAmt070800
IRS990/PYRevenuesLessExpensesAmt05803
IRS990/PYSalariesCompEmpBnftPaidAmt080599
IRS990/PYTotalExpensesAmt0453859
IRS990/PYTotalRevenueAmt0459662
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0732892
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0281712
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0521393
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION HOLDS FUNDS ESTABLISHED BY UNAFFILIATED NONPROFIT ORGANIZATIONS FOR THEIR OWN BENEFIT WITH THE FOUNDATION AS CUSTODIAN. THE FOUNDATION REPORTS THE CONTRIBUTIONS TO THESE FUNDS ON SCHEDULE A AS PUBLIC SUPPORT. THE FOUNDATION DOES NOT CHARACTERIZE THESE CONTRIBUTIONS AS REVENUE. NEW FUNDS RECEIVED IN 2016 TOTALLED $57,000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part I: Additional Information
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0600626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0427932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0671509
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01090667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0175271
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02966005
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt067397
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt097805
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt068338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt060219
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt048945
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0342704
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0185380
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60360
IRS990ScheduleA/PublicSupportPY170Pct00.60730
IRS990ScheduleA/PublicSupportTotal170Amt01998056
IRS990ScheduleA/SubstantialContributorsTotAmt0967949

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,039,742
Liabilities
$363,245
Net assets
$3,676,497
Revenue
$1,262,804
Expenses
$529,912
Net income
$732,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.48$0.78$0.30
2023Detailed filing. Detailed filing data is available for this year.$10.2$1.95$8.22$1.41$1.30$0.11
2022Detailed filing. Detailed filing data is available for this year.$9.50$1.95$7.55$1.10$1.53$0.43
2021Detailed filing. Detailed filing data is available for this year.$11.1$1.92$9.18$3.23$1.31$1.92
2020Detailed filing. Detailed filing data is available for this year.$8.12$0.98$7.14$1.80$1.32$0.48
2019Detailed filing. Detailed filing data is available for this year.$7.33$0.73$6.60$1.31$1.11$0.20
2018Detailed filing. Detailed filing data is available for this year.$6.29$0.55$5.74$1.32$0.91$0.41
2017Detailed filing. Detailed filing data is available for this year.$6.30$0.48$5.82$2.61$0.80$1.81
2016Detailed filing. Detailed filing data is available for this year.$4.04$0.36$3.68$1.26$0.53$0.73
2015Detailed filing. Detailed filing data is available for this year.$3.14$0.28$2.86$0.46$0.45$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.15$0.19$2.96$0.72$0.46$0.26
2013Detailed filing. Detailed filing data is available for this year.$2.81$0.15$2.66$1.16$0.29$0.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.00$1.70$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$1.60$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.00$1.61$0.16