Civic Intelligence

Kraemer Endowment Foundation Inc

990 • Fiscal year 2018 • EIN 33-0573935

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 25, 2019

Organization ProfileN/A
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

17th percentile

0.02x

Higher debt load relative to assets than 17% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

0.36x

Higher debt load relative to revenue than 60% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

38th percentile

-0.6%

Faster asset growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-33%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$10,966,328

Down $65,214 (-0.6%) from 2017

Net Assets

Down

$10,779,461

Down $252,081 (-2.3%) from 2017

Liabilities

Up

$186,867

Up $186,867 from 2017

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin75th percentile

Revenue

Down

$525,885

Down $261,842 (-33%) from 2017

Expenses

Down

$436,164

Down $5,910 (-1.3%) from 2017

Net Income

Down

$89,721

Down $255,932 (-74%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2018

Assets$10,966,328
Liabilities$186,867
Net Assets$10,779,461
Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

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

2018

Revenue$525,885
Expenses$436,164
Net Income$89,721
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 25, 2019
Return Version
2018v3.1
Gross Receipts
$5,716,057
Mission and Program Overview

Mission

Fundraising

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,981,882$6,009,520▼ $1,972,362
Other Notes and Loans Receivable, Net$1,000,000$700,000▼ $300,000
Savings and Temporary Cash Investments$158,401$585,316▲ $426,915
Pledges and Grants Receivable$355,943$334,135▼ $21,808
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$11,031,542$10,966,328▼ $65,214
Other Assets Total$1,535,316$3,337,357▲ $1,802,041
Liabilities
Other Liabilities-$186,867-
Total Liabilities$0$186,867▲ $186,867
Net Assets / Fund Balance
Unrestricted Net Assets$11,031,542$10,779,461▼ $252,081
Total Net Assets Fund Balance$11,031,542$10,779,461▼ $252,081
Total Liabilities and Net Assets / Fund Balance$11,031,542$10,966,328▼ $65,214

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$14,674--
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
John SeiberChairman
Maureen P KingVice Chair
Angel KleinbubBoard Member
Eric KleinbubBoard Member
Jim Mulvaney JrBoard Member
John B MurphyBoard Member
John ReisBoard Member
Sue BrandtBoard Member
Victor BianchiniBoard Member
Virginia RodeeBoard Member
Alexander IrvingDirector
John TrifilettiSec/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$283,795
Program Service Revenue
$0
Investment Income
$242,090
Other Revenue
$0
All Other Contributions
$283,795
Change in Net Assets
$89,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$399,996
Other Expenses$36,168
Total Fundraising Expense$18,095
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$399,996--$399,996
Fees for Services Management-$11,072-$11,072
Fees for Services Accounting-$4,380-$4,380
Other Expenses-$10$18,095$10
Total Functional Expenses$399,996$18,073$18,095$436,164
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Cash Held in Trust for Others$186,867
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
2019-07-25
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Ortega & Associates CPA
Address
12526 High Bluff Drive Suite 300, San Diego, CA 92130
Preparer
Mario G Ortega
Phone
8586232786
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Change in value of CRT = -$21809”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“GAAP Vs. Tax Realized Gains = -$62299”

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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/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01535316
IRS990/OtherAssetsTotalGrp/EOYAmt03337357
IRS990/OtherChangesInNetAssetsAmt0-84108
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FUNDRAISING EXPENSE
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3TAXES
IRS990/OtherExpensesGrp/FundraisingAmt018095
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01307
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11304
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210
IRS990/OtherExpensesGrp/TotalAmt018095
IRS990/OtherExpensesGrp/TotalAmt11307
IRS990/OtherExpensesGrp/TotalAmt21304
IRS990/OtherExpensesGrp/TotalAmt310
IRS990/OtherLiabilitiesGrp/EOYAmt0186867
IRS990/OtherRevenueMiscGrp/Desc0Other Misc Income
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01000000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0700000
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0355943
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0334135
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0231995
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0399996
IRS990/PYInvestmentIncomeAmt0554367
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt042078
IRS990/PYOtherRevenueAmt01365
IRS990/PYRevenuesLessExpensesAmt0345653
IRS990/PYTotalExpensesAmt0442074
IRS990/PYTotalRevenueAmt0787727
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt089721
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0158401
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0585316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0283795
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0231995
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0897321
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0512871
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0522299
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02448281
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0277125
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0263849
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0236812
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0278486
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0300234
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01356506
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.35950
IRS990ScheduleA/PublicSupportPY170Pct00.36670
IRS990ScheduleA/PublicSupportTotal170Amt01367920
IRS990ScheduleA/SubstantialContributorsTotAmt01080361
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0283795
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0231995
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0897321
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0512871
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0522299
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02448281
IRS990ScheduleA/TotalSupportAmt03804787
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt014674
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCRUED INTEREST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0186867
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Cash Held in Trust for Others
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03337357
IRS990ScheduleD/TotalLiabilityAmt0186867
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 = -$21809
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GAAP Vs. Tax Realized Gains = -$62299
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 Decreases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt011031542
IRS990/TotalAssetsEOYAmt010966328
IRS990/TotalAssetsGrp/BOYAmt011031542
IRS990/TotalAssetsGrp/EOYAmt010966328
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0283795
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt018095
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018073
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0399996
IRS990/TotalFunctionalExpensesGrp/TotalAmt0436164
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0186867
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0186867
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011031542
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010779461
IRS990/TotalProgramServiceExpensesAmt0399996
IRS990/TotalProgramServiceRevenueAmt00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,966,328
Liabilities
$186,867
Net assets
$10,779,461
Revenue
$525,885
Expenses
$436,164
Net income
$89,721
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