Civic Intelligence

Kraemer Endowment Foundation Inc

990 • Fiscal year 2019 • EIN 33-0573935

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 08, 2020

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.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

54th percentile

0.26x

Higher debt load relative to revenue than 54% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

45%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$12,826,576

Up $1,860,248 (+17%) from 2018

Net Assets

Up

$12,627,360

Up $1,847,899 (+17%) from 2018

Liabilities

Up

$199,216

Up $12,349 (+6.6%) from 2018

Revenue

Up

$763,714

Up $237,829 (+45%) from 2018

Expenses

Up

$459,592

Up $23,428 (+5.4%) from 2018

Net Income

Up

$304,122

Up $214,401 (+239%) from 2018

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

2019

Assets$12,826,576
Liabilities$199,216
Net Assets$12,627,360

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

2019

Revenue$763,714
Expenses$459,592
Net Income$304,122
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 8, 2020
Return Version
2019v5.0
Gross Receipts
$4,290,536
Mission and Program Overview

Mission

Fundraising

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,009,520$8,080,932▲ $2,071,412
Pledges and Grants Receivable$334,135$443,290▲ $109,155
Other Notes and Loans Receivable, Net$700,000$368,000▼ $332,000
Savings and Temporary Cash Investments$585,316$237,935▼ $347,381
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$10,966,328$12,826,576▲ $1,860,248
Other Assets Total$3,337,357$3,696,419▲ $359,062
Liabilities
Other Liabilities$186,867$199,216▲ $12,349
Total Liabilities$186,867$199,216▲ $12,349
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,779,461$12,627,360▲ $1,847,899
Total Net Assets Fund Balance$10,779,461$12,627,360▲ $1,847,899
Total Liabilities and Net Assets / Fund Balance$10,966,328$12,826,576▲ $1,860,248

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$7,090--
Compensation and Service Providers

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
$296,872
Program Service Revenue
$0
Investment Income
$466,842
Other Revenue
$0
All Other Contributions
$296,872
Change in Net Assets
$304,122
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$419,994
Other Expenses$39,598
Total Fundraising Expense$19,612
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$419,994--$419,994
Fees for Services Management-$11,136-$11,136
Fees for Services Accounting-$4,600-$4,600
Office Expenses-$1,444-$1,444
Other Expenses-$10$19,612$10
Total Functional Expenses$419,994$19,986$19,612$459,592
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$199,216
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
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
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
2020-08-08
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 Accountancy A Professional Corp
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 = -$0

Other Changes In Net Assets Or Fund Balances - Other Increases

Change in value of CRT = $109155

Other Changes In Net Assets Or Fund Balances - Other Decreases

GAAP Vs. Tax Realized Gains = -$94358

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IRS990/OtherAssetsTotalGrp/BOYAmt03337357
IRS990/OtherAssetsTotalGrp/EOYAmt03696419
IRS990/OtherChangesInNetAssetsAmt014797
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FUNDRAISING EXPENSE
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/Desc2TAXES
IRS990/OtherExpensesGrp/FundraisingAmt019612
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02796
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110
IRS990/OtherExpensesGrp/TotalAmt019612
IRS990/OtherExpensesGrp/TotalAmt12796
IRS990/OtherExpensesGrp/TotalAmt210
IRS990/OtherLiabilitiesGrp/BOYAmt0186867
IRS990/OtherLiabilitiesGrp/EOYAmt0199216
IRS990/OtherRevenueMiscGrp/Desc0Other Misc Income
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0700000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0368000
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0334135
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0443290
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0283795
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0399996
IRS990/PYInvestmentIncomeAmt0242090
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt036168
IRS990/PYRevenuesLessExpensesAmt089721
IRS990/PYTotalExpensesAmt0436164
IRS990/PYTotalRevenueAmt0525885
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0304122
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0585316
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0237935
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0296872
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0283795
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0231995
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0897321
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0512871
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02222854
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0337709
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0277125
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0263849
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0236812
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0278486
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01393981
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.37920
IRS990ScheduleA/PublicSupportPY170Pct00.35950
IRS990ScheduleA/PublicSupportTotal170Amt01371624
IRS990ScheduleA/SubstantialContributorsTotAmt0851230
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0296872
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0283795
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0231995
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0897321
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0512871
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02222854
IRS990ScheduleA/TotalSupportAmt03616835
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/OtherAssetsOrgGrp/BookValueAmt07090
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCRUED INTEREST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0199216
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Cash Held in Trust for Others
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03696419
IRS990ScheduleD/TotalLiabilityAmt0199216
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 = -$0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Change in value of CRT = $109155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GAAP Vs. Tax Realized Gains = -$94358
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 Increases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt010966328
IRS990/TotalAssetsEOYAmt012826576
IRS990/TotalAssetsGrp/BOYAmt010966328
IRS990/TotalAssetsGrp/EOYAmt012826576
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0296872
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt019612
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019986
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0419994
IRS990/TotalFunctionalExpensesGrp/TotalAmt0459592
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0186867
IRS990/TotalLiabilitiesEOYAmt0199216
IRS990/TotalLiabilitiesGrp/BOYAmt0186867
IRS990/TotalLiabilitiesGrp/EOYAmt0199216
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010779461
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012627360
IRS990/TotalProgramServiceExpensesAmt0419994
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0466842
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0763714

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