Civic Intelligence

Spirit Level Foundation

990 • Fiscal year 2015 • EIN 33-0798749

Jan 01, 2015 to Dec 31, 2015 • Filed on May 03, 2016

Organization ProfileN/A
6309 Cypress Point RoadSan Diego, CA 92120

(619) 563-0044

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

52nd percentile

3.2%

Higher net margin than 52% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

15th percentile

-8.2%

Faster asset growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$2,728,277

Down $242,108 (-8.2%) from 2014

Net Assets

Down

$2,728,277

Down $242,108 (-8.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin52nd percentile

Revenue

Up

$213,858

Up $25,973 (+14%) from 2014

Expenses

Up

$206,947

Up $131,170 (+173%) from 2014

Net Income

Down

$6,911

Down $105,197 (-94%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,442,041Liabilities 2012: $0Net Assets 2012: $2,442,0412012Assets 2013: $2,788,001Liabilities 2013: $0Net Assets 2013: $2,788,0012013Assets 2014: $2,970,385Liabilities 2014: $0Net Assets 2014: $2,970,3852014Assets 2015: $2,728,277Liabilities 2015: $0Net Assets 2015: $2,728,2772015Assets 2016: $2,909,381Liabilities 2016: $0Net Assets 2016: $2,909,3812016Assets 2017: $3,261,841Liabilities 2017: $0Net Assets 2017: $3,261,8412017Assets 2018: $2,868,399Liabilities 2018: $0Net Assets 2018: $2,868,3992018Assets 2019: $3,168,951Liabilities 2019: $0Net Assets 2019: $3,168,9512019Assets 2020: $3,309,594Liabilities 2020: $0Net Assets 2020: $3,309,5942020Assets 2021: $3,306,097Liabilities 2021: $0Net Assets 2021: $3,306,0972021Assets 2022: $2,490,896Liabilities 2022: $0Net Assets 2022: $2,490,8962022Assets 2023: $2,644,150Liabilities 2023: $0Net Assets 2023: $2,644,1502023Assets 2024: $2,969,895Liabilities 2024: $0Net Assets 2024: $2,969,8952024

Highlighted filing

2015

Assets$2,728,277
Liabilities$0
Net Assets$2,728,277
Open 2015 Filing

Operations Trend

Revenue Growth70th percentile

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

$1.0M$500K$0-$500KExpenses 2012: $117,4482012Revenue 2013: $243,134Expenses 2013: $163,179Net Income 2013: $79,9552013Revenue 2014: $187,885Expenses 2014: $75,777Net Income 2014: $112,1082014Revenue 2015: $213,858Expenses 2015: $206,947Net Income 2015: $6,9112015Revenue 2016: $314,069Expenses 2016: $206,988Net Income 2016: $107,0812016Revenue 2017: $192,505Expenses 2017: $151,852Net Income 2017: $40,6532017Revenue 2018: $253,936Expenses 2018: $280,366Net Income 2018: -$26,4302018Revenue 2019: $292,576Expenses 2019: $471,069Net Income 2019: -$178,4932019Revenue 2020: $170,646Expenses 2020: $388,890Net Income 2020: -$218,2442020Revenue 2021: $322,787Expenses 2021: $641,514Net Income 2021: -$318,7272021Revenue 2022: $497,265Expenses 2022: $326,312Net Income 2022: $170,9532022Revenue 2023: $257,553Expenses 2023: $346,570Net Income 2023: -$89,0172023Revenue 2024: $612,200Expenses 2024: $222,983Net Income 2024: $389,2172024

Highlighted filing

2015

Revenue$213,858
Expenses$206,947
Net Income$6,911
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 3, 2016
Return Version
2015v2.0
Gross Receipts
$544,926
Mission and Program Overview

Mission

Grants to churches

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,970,385$2,728,277▼ $242,108
Investments in Publicly Traded Securities$2,758,222$2,649,264▼ $108,958
Savings and Temporary Cash Investments$212,163$79,013▼ $133,150
Cash and Non-Interest-Bearing Accounts-$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 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$2,970,385$2,728,277▼ $242,108
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,970,385$2,728,277▼ $242,108
Total Liabilities and Net Assets / Fund Balance$2,970,385$2,728,277▼ $242,108
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
James GrantPresident
Everett HoweVice President
Ben FowlerDirector
Betty BallDirector
George KauffmanDirector
Kathleen OwensDirector
Susan HardingDirector
Susan WeaverDirector
M Suzanne HessSecretary
Lawrence E HessTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$50,000
Program Service Revenue
$0
Investment Income
$163,858
Other Revenue
$0
All Other Contributions
$50,000
Change in Net Assets
$6,911
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$184,385
Other Expenses$22,562
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$184,385--$184,385
Fees for Service Investment Mgmnt Fees-$19,043-$19,043
Fees for Services Accounting-$3,469-$3,469
Fees for Services Other-$50-$50
Total Functional Expenses$184,385$22,562$0$206,947
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Uu of San DieguitoSolana Beach, CA-Director of Fellowship$50,000
Orange Coast UU ChurchCosta Mesa, CA-Building & landscape renovations$35,000
Pacific Unitarian ChurRancho Palos Ve, CA-Upgrade facilities and grounds$23,500
First UU Church of San DiegoSan Diego, CA-Intern Minister Program$20,000
First UU Church of San DiegoSan Diego, CA-Minister of Music & Worship Arts$16,743
UU Church Santa MonicaSanta Monica, CA-Memorial garden$10,000
Uu Church of FullertonFullerton, CA-Ministerial salary gap, music prog$10,000
Uu Fellowship of Laguna BeachLaguna Beach, CA-Building renovations$8,612
Uu Church of AnaheimAnaheim, CA-Sanctuary chairs, signage & admin$6,445
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Lawrence E. Hess and M. Suzanne Hess have a family relationship.”

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

“The corporation shall have available for public inspection at its principal office a copy of its three most recent annual exempt organization information returns and a copy of its application for recognition of exemption. No other documents are available to the public.”

Filing and Contact Details

Filer

Filer Name
Spirit Level Foundation
EIN
33-0798749
Phone
6195630044
Address
6309 Cypress Point Road, San Diego, CA 92120

Signing Officer

Name
M Suzanne Hess
Title
Secretary
Signed
2016-05-03
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Del Cerro Tax
Address
6398 Del Cerro Bvd Suite 5, San Diego, CA 92120
Preparer
Kevin McCully EA
Phone
6195017814
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0First UU of San Diego - $36,743 - $20,000 was for their Intern program which covered over half of the funds needed for this program. $16,743 covered 50% of the cost of a new staff position (Minister of Music & Worship Arts).UU Church of Anaheim - $6,445 was a matching grant (50%) for sanctuary chairs, signage & a part-time Minister. San Dieguito UU Fellowship - $50,000 was 50% of the cost for a Director of Fellowship (new staff position). UU of Fullerton - $10,000 was a matching grant that was key to raising the final $20,000 needed for a full-time rather than a part-time Minister.Orange Coast UU Church - $35,000 completed funding from prior years to cover 50% for building and landscape renovations.Pacific UU Church - $23,500 covered 50% of funds to upgrade facility & grounds.Summit UU Church - $1,585 completed matching grant funding from prior years to cover 50% of the Walden Tiny House project. UU Church of the Desert - $2,500 covered 50% of the cost for their parking lot site plan.UU Church of Laguna Beach - $8,612 was for initial matching grant funding toward 50% of building renovations. Once further matching funds are raised, more funds will be sent. UU Church of Santa Monica - $10,000 was key to raising a matching $10,000 to launch their Memorial Garden.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part V, Section D, Line 8: Distributions To Attentive Supported Organizations
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt02909260
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt081445
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0101824
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,728,277
Liabilities
$0
Net assets
$2,728,277
Revenue
$213,858
Expenses
$206,947
Net income
$6,911
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.00$2.97$0.61$0.22$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.00$2.64$0.26$0.35$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$0.00$2.49$0.50$0.33$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.00$3.31$0.32$0.64$0.32
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$0.00$3.31$0.17$0.39$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$0.29$0.47$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.25$0.28$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$0.19$0.15$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.00$2.91$0.31$0.21$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.21$0.21$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.00$2.97$0.19$0.08$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.24$0.16$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.00$2.44$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits