Civic Intelligence

Kraemer Endowment Foundation Inc

990 • Fiscal year 2014 • EIN 33-0573935

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 27, 2015

2119 East Madison AvenueEl Cajon, CA 92019

(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.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

57%

Faster revenue growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Up

$8,935,714

Up $1,228,250 (+16%) from 2013

Net Assets

Up

$8,935,714

Up $1,228,250 (+16%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$1,224,417

Up $442,079 (+57%) from 2013

Expenses

Up

$363,459

Up $45,798 (+14%) from 2013

Net Income

Up

$860,958

Up $396,281 (+85%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$8,935,714
Liabilities$0
Net Assets$8,935,714

Operations Trend

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

2014

Revenue$1,224,417
Expenses$363,459
Net Income$860,958
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 27, 2015
Return Version
2014v5.0
Gross Receipts
$1,854,065
Mission and Program Overview

Mission

Fundraising

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,711,688$7,693,542▲ $981,854
Savings and Temporary Cash Investments$424,099$672,533▲ $248,434
Pledges and Grants Receivable$216,247$268,904▲ $52,657
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$7,707,464$8,935,714▲ $1,228,250
Other Assets Total$155,430$100,735▼ $54,695
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$7,707,464$8,935,714▲ $1,228,250
Total Net Assets Fund Balance$7,707,464$8,935,714▲ $1,228,250
Total Liabilities and Net Assets / Fund Balance$7,707,464$8,935,714▲ $1,228,250
Compensation and Service Providers

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
$629,249
Program Service Revenue
$0
Investment Income
$595,168
Other Revenue
$0
All Other Contributions
$629,249
Change in Net Assets
$860,958

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,224,417
Revenue Not Reported on Form 990
$367,292
Total Revenue per Audited Statements
$1,591,709
Total Revenue per Form 990
$1,224,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$324,000
Other Expenses$36,909
Total Fundraising Expense$27,397
Salaries, Compensation, and Employee Benefits$2,550
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$324,000--$324,000
Fees for Services Accounting-$3,950-$3,950
Other Expenses-$3,747$27,397$3,747
Other Salaries and Wages-$2,550-$2,550
Office Expenses-$1,815-$1,815
Total Functional Expenses$324,000$12,062$27,397$363,459

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$363,459
Total Expenses per Audited Statements$363,459
Total Expenses per Form 990$363,459
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Madeline Sophies CenterEl Cajon, CA-Fund Programs for Developmentally Disabled Adults$324,000
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
Yes
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

Filer Name
Kraemer Endowment Foundation Inc
EIN
33-0573935
Phone
8585519402
Address
2119 EAST MADISON AVENUE, EL CAJON, CA 92019

Signing Officer

Name
John Seiber
Title
Chairman
Signed
2015-07-27
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Ortega & Associates CPA
Address
5151 Shoreham Pl Suite 100, San Diego, CA 92122
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 = $52656

Other Changes In Net Assets Or Fund Balances - Other Decreases

GAAP Vs. Tax Realized Gains = -$286706

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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0294934
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0601342
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01815
IRS990/OfficeExpensesGrp/TotalAmt01815
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0155430
IRS990/OtherAssetsTotalGrp/EOYAmt0100735
IRS990/OtherChangesInNetAssetsAmt0-234050
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FUNDRAISING EXPENSE
IRS990/OtherExpensesGrp/Desc1TAXES
IRS990/OtherExpensesGrp/FundraisingAmt027397
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03747
IRS990/OtherExpensesGrp/TotalAmt027397
IRS990/OtherExpensesGrp/TotalAmt13747
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02550
IRS990/OtherSalariesAndWagesGrp/TotalAmt02550
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0200000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0200000
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0216247
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0268904
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0441740
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0292950
IRS990/PYInvestmentIncomeAmt0340598
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt024711
IRS990/PYRevenuesLessExpensesAmt0464677
IRS990/PYTotalExpensesAmt0317661
IRS990/PYTotalRevenueAmt0782338
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0860958
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0424099
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0672533
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0522299
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0441740
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0329958
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0389897
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0376942
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02060836
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0300234
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0254034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0262490
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0231996
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0223049
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01271803
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.36320
IRS990ScheduleA/PublicSupportPY170Pct00.35410
IRS990ScheduleA/PublicSupportTotal170Amt01210458
IRS990ScheduleA/SubstantialContributorsTotAmt0850378
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0522299
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0441740
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0329958
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0389897
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0376942
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02060836
IRS990ScheduleA/TotalSupportAmt03332639
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/ExpensesSubtotalAmt0363459
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0601342
IRS990ScheduleD/OtherRevenueAmt0-234050
IRS990ScheduleD/RevenueNotReportedAmt0367292
IRS990ScheduleD/RevenueSubtotalAmt01224417
IRS990ScheduleD/TotalExpensesPerForm990Amt0363459
IRS990ScheduleD/TotalRevenuePerForm990Amt01224417
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01591709
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0363459
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0324000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUND PROGRAMS FOR DEVELOPMENTALLY DISABLED ADULTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST MADELINE SOPHIES CENTER
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02119 EAST MADISON AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EL CAJON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092019
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 = $52656
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GAAP Vs. Tax Realized Gains = -$286706
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/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false

Document Assets

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Filings

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