Civic Intelligence

San Marcos Community Foundation

990 • Fiscal year 2020 • EIN 33-0259068

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 28, 2021

Organization Profilesee schedule O
1 Civic Center DriveSan Marcos, CA 92069

(760) 744-1050

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.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

5th percentile

-69%

Higher net margin than 5% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

88th percentile

$183,256

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 604.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

23rd percentile

-2.4%

Faster asset growth than 23% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-56%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$1,229,656

Down $30,501 (-2.4%) from 2019

Net Assets

Down

$1,229,656

Down $30,501 (-2.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin5th percentile

Revenue

Down

$30,312

Down $38,342 (-56%) from 2019

Expenses

Down

$51,205

Down $17,776 (-26%) from 2019

Net Income

Down

-$20,893

Down $20,566 (-6289%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,244,727Liabilities 2011: $137Net Assets 2011: $1,244,5902011Assets 2012: $1,147,825Liabilities 2012: $0Net Assets 2012: $1,147,8252012Assets 2013: $1,196,403Liabilities 2013: $0Net Assets 2013: $1,196,4032013Assets 2014: $1,300,822Liabilities 2014: $0Net Assets 2014: $1,300,8222014Assets 2015: $1,244,693Liabilities 2015: $13,988Net Assets 2015: $1,230,7052015Assets 2016: $1,164,652Liabilities 2016: $0Net Assets 2016: $1,164,6522016Assets 2017: $1,237,856Liabilities 2017: $0Net Assets 2017: $1,237,8562017Assets 2018: $1,265,732Liabilities 2018: $0Net Assets 2018: $1,265,7322018Assets 2019: $1,260,157Liabilities 2019: $0Net Assets 2019: $1,260,1572019Assets 2020: $1,229,656Liabilities 2020: $0Net Assets 2020: $1,229,6562020Assets 2021: $1,561,443Liabilities 2021: $72,333Net Assets 2021: $1,489,1102021Assets 2022: $1,370,400Liabilities 2022: $139,409Net Assets 2022: $1,230,9912022Assets 2023: $1,279,582Liabilities 2023: $3,500Net Assets 2023: $1,276,0822023Assets 2024: $1,334,269Liabilities 2024: $180Net Assets 2024: $1,334,0892024Assets 2025: $1,407,850Liabilities 2025: $1,816Net Assets 2025: $1,406,0342025

Highlighted filing

2020

Assets$1,229,656
Liabilities$0
Net Assets$1,229,656
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$100K$50K$0-$50K-$100KExpenses 2011: $11,4212011Expenses 2012: $54,6652012Expenses 2013: $56,7882013Revenue 2014: $50,700Expenses 2014: $71,751Net Income 2014: -$21,0512014Revenue 2015: $42,444Expenses 2015: $72,374Net Income 2015: -$29,9302015Revenue 2016: $9,237Expenses 2016: $56,622Net Income 2016: -$47,3852016Revenue 2017: $26,343Expenses 2017: $65,282Net Income 2017: -$38,9392017Revenue 2018: $64,739Expenses 2018: $69,946Net Income 2018: -$5,2072018Revenue 2019: $68,654Expenses 2019: $68,981Net Income 2019: -$3272019Revenue 2020: $30,312Expenses 2020: $51,205Net Income 2020: -$20,8932020Revenue 2021: $27,400Expenses 2021: $84,836Net Income 2021: -$57,4362021Revenue 2022: $50,934Expenses 2022: $76,844Net Income 2022: -$25,9102022Revenue 2023: $88,382Expenses 2023: $78,321Net Income 2023: $10,0612023Revenue 2024: $50,025Expenses 2024: $76,352Net Income 2024: -$26,3272024Revenue 2025: $79,939Expenses 2025: $83,314Net Income 2025: -$3,3752025

Highlighted filing

2020

Revenue$30,312
Expenses$51,205
Net Income-$20,893
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 28, 2021
Return Version
2019v5.0
Gross Receipts
$30,312
Mission and Program Overview

Mission

Enrich the quality of life for the community of San Marcos by serving as a nonprofit public benefit corporation providing financial and other assistance programs benefiting the City or its residents

To support organizations and charities specializing in programs to benefit the San Marcos community

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,254,825$1,227,473▼ $27,352
Cash and Non-Interest-Bearing Accounts$5,279$2,177▼ $3,102
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,260,157$1,229,656▼ $30,501
Other Assets Total$53$6▼ $47
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,010,835$1,006,888▼ $3,947
Net Assets Without Donor Restrictions$249,322$222,768▼ $26,554
Total Net Assets Fund Balance$1,260,157$1,229,656▼ $30,501
Total Liabilities and Net Assets / Fund Balance$1,260,157$1,229,656▼ $30,501

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,005,428$1,460--$1,006,888
2018$1,005,378$50--$1,005,428
2017$1,005,328$50--$1,005,378
2016$1,005,223$105--$1,005,328
2015$1,004,080$1,143--$1,005,223
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleOtherTotal
Julie MageeSecretary$110,448$110,448

Board Members and Trustees

NameTitle
Colleen LukoffPresident
Carol GendelVice President
Lesley Blankenship-williamsDirector
Lionel BurtonDirector
Paul VanmiddlesworthDirector
Rob WilsonDirector
Robert BanksDirector
Terri WilliamsDirector
Lisa FowlerCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$2,920
Program Service Revenue
$0
Investment Income
$27,366
Other Revenue
$26
All Other Contributions
$2,920
Change in Net Assets
$-20,893
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$43,100
Other Expenses$8,105
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$43,100--$43,100
Fees for Service Investment Mgmnt Fees-$6,915-$6,915
Information Technology-$340-$340
Other Expenses$825$25-$25
Total Functional Expenses$43,925$7,280$0$51,205
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Various - See Attached SchedSan Marcos, CA--$43,100
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
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
No
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 11B: Form 990 Review Process

“Draft of the returns are reviewed by the president, cfo and secretary for approval. A filing copy is provided to the board before filing.”

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

“Conflicts of interests (annual disclosure) are completed by directors and officers. The annual disclosure is reported to the governing body, and appropriate review is ensured.”

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

“In full transparency, all committee and board packets are posted online, and all meetings are open to the public. Reports on all grants are made to the City Council and posted on THE FOUNDATION website. All governing documents, policies and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
San Marcos Community Foundation
EIN
33-0259068
Phone
7607441050
Address
1 CIVIC CENTER DRIVE, SAN MARCOS, CA 92069

Signing Officer

Name
Colleen Lukoff
Title
President
Signed
2021-04-28
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
11

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

Additional Explanations

Website

“https://www.san-marcos.net/your-government/commissions-boards-committees/community-foundation”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Investment growth on endowment fund is used for the foundation's ongoing grant-making program.”

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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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IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt026
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt026
IRS990/OtherRevenueTotalAmt026
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0100
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt060073
IRS990/PYInvestmentIncomeAmt068554
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt08908
IRS990/PYRevenuesLessExpensesAmt0-327
IRS990/PYTotalExpensesAmt068981
IRS990/PYTotalRevenueAmt068654
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-20893
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Prior Year Facts and Circumstances: In accordance with Treasury Regulation section 1.170A-9(f)(10), the foundation is organized and operated so as to attract new and additional public or governmental support on a continuous basis.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02920
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02286
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05616
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt020000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt020000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt016000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt016000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt016000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt088000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027366
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt068616
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt064639
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt026133
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06951
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0193705
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.32580
IRS990ScheduleA/PublicSupportPY170Pct00.29610
IRS990ScheduleA/PublicSupportTotal170Amt093616
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022920
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt016100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt016210
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018286
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt093616
IRS990ScheduleA/TotalSupportAmt0287321
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01005428
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01460
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01006888
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01005378
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt050
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01005428
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01005328
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt050
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01005378
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01005223
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0105
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01005328
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01004080
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01143
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01005223
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT GROWTH ON ENDOWMENT FUND IS USED FOR THE FOUNDATION'S ONGOING GRANT-MAKING PROGRAM.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueSecuritiesAmt01227473
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt043100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS - SEE ATTACHED SCHED
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0VARIOUS
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN MARCOS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092069
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0All grants made by the San Marcos Community Foundation must support San Marcos residents. Applying nonprofits are encouraged to ask for what they need, and all completed applications are carefully reviewed.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1Grants are made to a variety of nonprofit organizations serving the community, with a brief follow-up report required.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Supplemental Information
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0183256
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LISA FOWLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0183256
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0MS. FOWLER AND MS. MAGEE ARE FULL-TIME EMPLOYEES OF THE CITY OF SAN MARCOS. THE CITY IS THE FISCAL SPONSOR OF THE ORGANIZATION AND IS NOT REIMBURSED FOR ANY PERSONNEL EXPENSES.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Compensation from Unrelated Organizations
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT OF THE RETURNS ARE REVIEWED BY THE PRESIDENT, CFO AND SECRETARY FOR APPROVAL. A FILING COPY IS PROVIDED TO THE BOARD BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICTS OF INTERESTS (ANNUAL DISCLOSURE) ARE COMPLETED BY DIRECTORS AND OFFICERS. THE ANNUAL DISCLOSURE IS REPORTED TO THE GOVERNING BODY, AND APPROPRIATE REVIEW IS ENSURED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2In full transparency, all committee and board packets are posted online, and all meetings are open to the public. Reports on all grants are made to the City Council and posted on THE FOUNDATION website. All governing documents, policies and financial statements are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3https://www.san-marcos.net/your-government/commissions-boards-committees/community-foundation
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Website
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01260157
IRS990/TotalAssetsEOYAmt01229656
IRS990/TotalAssetsGrp/BOYAmt01260157
IRS990/TotalAssetsGrp/EOYAmt01229656
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt02920
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07280
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt043925
IRS990/TotalFunctionalExpensesGrp/TotalAmt051205

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,229,656
Liabilities
$0
Net assets
$1,229,656
Revenue
$30,312
Expenses
$51,205
Net income
-$20,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$0.08$0.08$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.05$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.09$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.14$1.23$0.05$0.08$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.07$1.49$0.03$0.08$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.03$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.07$0.07$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.06$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.03$0.07$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.01$0.06$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.01$1.23$0.04$0.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.05$0.07$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$0.01