Civic Intelligence

Kraemer Endowment Foundation Inc

990 • Fiscal year 2013 • EIN 33-0573935

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 20, 2014

Organization ProfileN/A
2119 East Madison Avenue92019

(858) 551-9402

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

7th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

87th percentile

23%

Faster asset growth than 87% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$7,707,464

Up $1,449,739 (+23%) from 2012

Net Assets

Up

$7,707,464

Up $1,449,739 (+23%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin92nd percentile

Revenue

$782,338

No earlier filing loaded for comparison.

Expenses

Up

$317,661

Up $33,015 (+12%) from 2012

Net Income

$464,677

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $4,968,767Liabilities 2010: $0Net Assets 2010: $4,968,7672010Assets 2011: $5,539,465Liabilities 2011: $0Net Assets 2011: $5,539,4652011Assets 2012: $6,257,725Liabilities 2012: $0Net Assets 2012: $6,257,7252012Assets 2013: $7,707,464Liabilities 2013: $0Net Assets 2013: $7,707,4642013Assets 2014: $8,935,714Liabilities 2014: $0Net Assets 2014: $8,935,7142014Assets 2015: $8,856,254Liabilities 2015: $160,000Net Assets 2015: $8,696,2542015Assets 2016: $9,901,650Liabilities 2016: $0Net Assets 2016: $9,901,6502016Assets 2017: $11,031,542Liabilities 2017: $0Net Assets 2017: $11,031,5422017Assets 2018: $10,966,328Liabilities 2018: $186,867Net Assets 2018: $10,779,4612018Assets 2019: $12,826,576Liabilities 2019: $199,216Net Assets 2019: $12,627,3602019Assets 2020: $13,575,228Liabilities 2020: $0Net Assets 2020: $13,575,2282020Assets 2021: $15,603,193Liabilities 2021: $0Net Assets 2021: $15,603,1932021Assets 2022: $13,910,412Liabilities 2022: $0Net Assets 2022: $13,910,4122022Assets 2023: $15,453,368Liabilities 2023: $0Net Assets 2023: $15,453,3682023Assets 2024: $17,014,352Liabilities 2024: $7,001Net Assets 2024: $17,007,3512024

Highlighted filing

2013

Assets$7,707,464
Liabilities$0
Net Assets$7,707,464
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $221,8512010Expenses 2011: $253,3422011Expenses 2012: $284,6462012Revenue 2013: $782,338Expenses 2013: $317,661Net Income 2013: $464,6772013Revenue 2014: $1,224,417Expenses 2014: $363,459Net Income 2014: $860,9582014Revenue 2015: $905,402Expenses 2015: $441,707Net Income 2015: $463,6952015Revenue 2016: $1,205,353Expenses 2016: $444,290Net Income 2016: $761,0632016Revenue 2017: $787,727Expenses 2017: $442,074Net Income 2017: $345,6532017Revenue 2018: $525,885Expenses 2018: $436,164Net Income 2018: $89,7212018Revenue 2019: $763,714Expenses 2019: $459,592Net Income 2019: $304,1222019Revenue 2020: $368,041Expenses 2020: $465,156Net Income 2020: -$97,1152020Revenue 2021: $754,789Expenses 2021: $502,147Net Income 2021: $252,6422021Revenue 2022: $2,183,542Expenses 2022: $541,419Net Income 2022: $1,642,1232022Revenue 2023: $767,271Expenses 2023: $559,008Net Income 2023: $208,2632023Revenue 2024: $1,053,569Expenses 2024: $962,028Net Income 2024: $91,5412024

Highlighted filing

2013

Revenue$782,338
Expenses$317,661
Net Income$464,677
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 20, 2014
Return Version
2013v3.1
Gross Receipts
$1,222,349
Mission and Program Overview

Mission

Fundraising

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,083,059$6,711,688▲ $1,628,629
Savings and Temporary Cash Investments$606,056$424,099▼ $181,957
Pledges and Grants Receivable$156,759$216,247▲ $59,488
Other Notes and Loans Receivable, Net$200,000$200,000→ $0
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$6,257,725$7,707,464▲ $1,449,739
Other Assets Total$211,851$155,430▼ $56,421
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$6,257,725$7,707,464▲ $1,449,739
Total Net Assets Fund Balance$6,257,725$7,707,464▲ $1,449,739
Total Liabilities and Net Assets / Fund Balance$6,257,725$7,707,464▲ $1,449,739
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
John SeiberChairman
Maureen P KingVice Chair
Angel KleinbubBoard Member
Donna MarshallBoard Member
Gina Frager HixsonBoard Member
Jim Mulvaney JrBoard Member
Larry D MurphyBoard Member
Rosemary MurphyBoard Member
Valmere FragerBoard Member
Victor BianchiniBoard Member
Virginia RodeeBoard Member
Alexander IrvingDirector
John TrifilettiSec/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$441,740
Program Service Revenue
$0
Investment Income
$340,598
Other Revenue
$0
All Other Contributions
$441,740
Change in Net Assets
$464,677

Audited Revenue Reconciliation

Revenue per Audited Statements
$782,338
Total Revenue per Audited Statements
$782,338
Total Revenue per Form 990
$782,338
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$292,950
Other Expenses$24,711
Total Fundraising Expense$15,969
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$292,950--$292,950
Fees for Services Accounting-$3,850-$3,850
Other Expenses-$3,011$15,969$3,011
Office Expenses-$1,881-$1,881
Total Functional Expenses$292,950$8,742$15,969$317,661

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$317,661
Total Expenses per Audited Statements$317,661
Total Expenses per Form 990$317,661
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---Fund Programs for Developmentally Disabled Adults$292,950
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
No
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“8b - N/A - Committees do not have the authority to take action on behalf of the board.”

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

“No review was or will be conducted.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
33-0573935
Phone
8585519402

Signing Officer

Name
John Seiber
Title
Chairman
Signed
2014-06-20
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
12
Employees
0

Preparer

Preparer
Mario G Ortega
Phone
8586232786
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Change in value of CRT = $59489”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“GAAP Vs. Tax Realized Gains = -$24969”

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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/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0950542
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01881
IRS990/OfficeExpensesGrp/TotalAmt01881
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0211851
IRS990/OtherAssetsTotalGrp/EOYAmt0155430
IRS990/OtherChangesInNetAssetsAmt034520
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FUNDRAISING EXPENSE
IRS990/OtherExpensesGrp/Desc1TAXES
IRS990/OtherExpensesGrp/FundraisingAmt015969
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03011
IRS990/OtherExpensesGrp/TotalAmt015969
IRS990/OtherExpensesGrp/TotalAmt13011
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0200000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0200000
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0156759
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0216247
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0329958
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0262500
IRS990/PYInvestmentIncomeAmt0292864
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt022146
IRS990/PYRevenuesLessExpensesAmt0338176
IRS990/PYTotalExpensesAmt0284646
IRS990/PYTotalRevenueAmt0622822
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0464677
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0606056
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0424099
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0441740
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0329958
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0389897
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0376942
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0368330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01906867
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0254034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0262490
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0231996
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0223049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0176642
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01148211
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.35410
IRS990ScheduleA/PublicSupportPY170Pct00.34100
IRS990ScheduleA/PublicSupportTotal170Amt01081736
IRS990ScheduleA/SubstantialContributorsTotAmt0825131
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0441740
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0329958
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0389897
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0376942
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0368330
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01906867
IRS990ScheduleA/TotalSupportAmt03055078
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0317661
IRS990ScheduleD/RevenueSubtotalAmt0782338
IRS990ScheduleD/TotalExpensesPerForm990Amt0317661
IRS990ScheduleD/TotalRevenuePerForm990Amt0782338
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0782338
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0317661
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0292950
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUND PROGRAMS FOR DEVELOPMENTALLY DISABLED ADULTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10ST MADELINE SOPHIES CENTER
IRS990ScheduleI/RecipientTable/USAddress/AddressLine102119 EAST MADISON AVENUE
IRS990ScheduleI/RecipientTable/USAddress/City0EL CAJON
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode092019
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt08b - N/A - Committees do not have the authority to take action on behalf of the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Change in value of CRT = $59489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GAAP Vs. Tax Realized Gains = -$24969
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06257725
IRS990/TotalAssetsEOYAmt07707464
IRS990/TotalAssetsGrp/BOYAmt06257725
IRS990/TotalAssetsGrp/EOYAmt07707464

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,707,464
Liabilities
$0
Net assets
$7,707,464
Revenue
$782,338
Expenses
$317,661
Net income
$464,677
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$0.01$17.0$1.05$0.96$0.09
2023Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.77$0.56$0.21
2022Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$2.18$0.54$1.64
2021Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$0.75$0.50$0.25
2020Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.37$0.47$0.10
2019Detailed filing. Detailed filing data is available for this year.$12.8$0.20$12.6$0.76$0.46$0.30
2018Detailed filing. Detailed filing data is available for this year.$11.0$0.19$10.8$0.53$0.44$0.09
2017Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.79$0.44$0.35
2016Detailed filing. Detailed filing data is available for this year.$9.90$0.00$9.90$1.21$0.44$0.76
2015Detailed filing. Detailed filing data is available for this year.$8.86$0.16$8.70$0.91$0.44$0.46
2014Detailed filing. Detailed filing data is available for this year.$8.94$0.00$8.94$1.22$0.36$0.86
2013Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$0.78$0.32$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$0.00$6.26$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.54$0.00$5.54$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.97$0.00$4.97$0.22