Civic Intelligence

Spirit Level Foundation

990 • Fiscal year 2022 • EIN 33-0798749

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 01, 2023

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

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

82nd percentile

34%

Higher net margin than 82% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

40th percentile

$6,220

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

5th percentile

-25%

Faster asset growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

54%

Faster revenue growth than 83% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$2,490,896

Down $815,201 (-25%) from 2021

Net Assets

Down

$2,490,896

Down $815,201 (-25%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin82nd percentile

Revenue

Up

$497,265

Up $174,478 (+54%) from 2021

Expenses

Down

$326,312

Down $315,202 (-49%) from 2021

Net Income

Up

$170,953

Up $489,680 (+154%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2022

Assets$2,490,896
Liabilities$0
Net Assets$2,490,896
Open 2022 Filing

Operations Trend

Revenue Growth83rd 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

2022

Revenue$497,265
Expenses$326,312
Net Income$170,953
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 1, 2023
Return Version
2022v5.0
Gross Receipts
$846,715
Mission and Program Overview

Mission

Grants to churches

Grants to churches in Southern California

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,299,994$2,342,375▼ $957,619
Savings and Temporary Cash Investments$6,103$148,521▲ $142,418
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$3,306,097$2,490,896▼ $815,201
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,306,097$2,490,896▼ $815,201
Total Net Assets Fund Balance$3,306,097$2,490,896▼ $815,201
Total Liabilities and Net Assets / Fund Balance$3,306,097$2,490,896▼ $815,201
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleBaseTotal
Colleen GarrettSecretary$6,220$6,220

Board Members and Trustees

NameTitle
Lawrence E HessPresident
Paul CourtrightVice President
Betty BallDirector
Julie ForestDirector
Laura BallDirector
M Suzanne HessDirector
Mindy HochgesangDirector
Omega BurkhardtDirector
Susan HardingDirector
Susan LewallenDirector
Lisa ShafferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$100,000
Program Service Revenue
$0
Investment Income
$397,265
Other Revenue
$0
All Other Contributions
$100,000
Change in Net Assets
$170,953
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$299,246
Other Expenses$20,846
Salaries, Compensation, and Employee Benefits$6,220
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$299,246--$299,246
Fees for Service Investment Mgmnt Fees-$14,212-$14,212
Current Officers, Directors, Trustees, and Key Employees-$6,220-$6,220
Fees for Services Other-$3,220-$3,220
Fees for Services Accounting-$2,966-$2,966
Other Expenses-$160-$160
Total Functional Expenses$299,246$27,066$0$326,312
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
UU Fellowship Of San DieguitoSolana Beach, CA-Major Capital Improvements$51,500
Orange Coast UU ChurchCosta Mesa, CA-Essential Fund for New Sanctuary$50,000
Chalice UU CongregationEscondido, CA-Solenergy, Multimedia, Vote$39,596
Chalice UU FellowshipNewbury Park, CA-Multi Program/marketing$24,675
UU Church Of Long BeachLong Beach, CA-Air Conditioning System$20,265
Summit UU FellowshipSantee, CA-Social Media$15,000
Tapestry a UU CongregationLake Forest, CA-Educational$14,885
Monte Vista UU CongregationMontclair, CA-Technology$12,500
Throop UU ChurchPasadena, CA-Essential for Bathroom Remodel$12,000
UU Of Santa Clarita ValleySanta Clarita, CA-75% INTERN MINISTER$11,250
UU Comm Church Of Sta MonicaSanta Monica, CA-50% TO TECH & MARKETING$11,000
UU Church Of Studio CityStudio City, CA-50% TO AUDIO VISUAL UPGRADES$10,810
Uu Church of Santa PaulaSanta Paula, CA-Technology/av Upgrades$10,000
Uu Church of Verdugo HillaGlendale, CA-Essential and Vote$8,265
First Unitarian Church Of LALos Angeles, CA-Technology$7,500
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 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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Lawrence E. Hess and M. Suzanne Hess (married). Betty Ball and Laura Ball (mother & daughter). Susan Lewallen and Paul Courtright (married).”

Form 990, Part VI, Section B, Line 11B

“Board members will review the return before it is filed.”

Form 990, Part VI, Section C, Line 19

“The corporation shall have available for public inspection at its principal office acopy of its three most recent annual exempt organization information returns and acopy 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
Lisa Shaffer
Title
Treasurer
Signed
2023-08-01
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
West Rhode & Roberts
Address
2741 4th Ave, San Diego, CA 92103
Preparer
Christopher M Roberts
Phone
6196155380
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03306097
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02490896
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0EMAIL MONTHLY FEE & WEBSITE
IRS990/OtherExpensesGrp/Desc1REIMBURSEMENT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0288
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1160
IRS990/OtherExpensesGrp/TotalAmt0288
IRS990/OtherExpensesGrp/TotalAmt1160
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt050000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0605690
IRS990/PYInvestmentIncomeAmt0272787
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt031154
IRS990/PYRevenuesLessExpensesAmt0-318727
IRS990/PYSalariesCompEmpBnftPaidAmt04670
IRS990/PYTotalExpensesAmt0641514
IRS990/PYTotalRevenueAmt0322787
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0170953
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06103
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0148521
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt073917
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0102053
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt073917
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0102053
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt020419
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt073917
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt081634
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt081634
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0112995
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0112995
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt069389
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0112995
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0112995
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0112995
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0299249
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0299249
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt01333780
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0605690
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0365747
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0448958
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt026380
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt01633029
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0299249
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0605690
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0365747
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt0362343
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt01446775
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0299249
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0112995
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.00000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0299249
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0299249
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Articles of Incorporation indicate the purpose of the corporation is to make grants and distributions and to conduct permissable activities exclusively for the benefit of, to perform functions of, or to carry out the qualified charitable, religious, scientific, literary or educational purposes of the First Unitarian Universalist Church of San Diego, California, a California Nonprofit Religious Corporation, and the Unitarian Universalist Association,Boston, Massachusetts, for and including its member churches and fellowships in Southern California, which organizations are nonprofit organizations described in Section 501(c)(3) of the Internal Revenue Code of 1986.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt11.Chalice UU Congregation (Escondido) - $20,000 grant to provide 50% of the funding for solar energy installation. 2.Chalice UU Congregation (Escondido) - $12,550 grant to provide 50% of the funding for a multi-media platform. 3.Chalice UU Fellowship (Newbury Park) - $22,500 grant as the 2nd of a 3 year grant offer to provide essential funds for multi-platform services/programs and marketing. 4.First Unitarian Church of Los Angeles - $7,500 to provide 50% of funding for a security system and upgrading technology for hybrid services (remote & physical). 5.Monte Vista UU - $12,500 to provide 50% of funding for upgrading technology for hybrid services. 6.Orange Coast UU Church - $50,000 grant was the 3rd of 5 annual $50,000 grants to provide essential funding for their new sanctuary. 7.Summit UU Fellowship - $15,000 grant to provide 50% of the funding for a social media consultant, social media content & social media paid advertising. 8.Tapestry, a UU Congregation - $14,885 to provide 50% of the funding for an educational programming and outreach patio. 9.Throop UU Church - $12,000 grant to provide essential funding for a bathroom remodel. 10.UU Church of Long Beach - $20,265 grant to provide 50% of funding for the installation and permitting of a ductless air conditioning system. 11.UU Church of Santa Paula - $10,000 grant to provide 50% of funding for technology/AV upgrades. 12.UU Church of Studio City - $10,810 grant to provide 50% of the funding for Audio Visual upgrades. 13.UU Community Church of Santa Monica - $10,000 grant to provide 50% of funding for upgrading their technology & marketing. 14.UU Fellowship of San Dieguito - $50,000 grant. This was the 7th & final grant toward the $350,000 grant offered over 7 years toward major capital improvements. 15.UU of Santa Clarita Valley - $11,250 grant. 2nd and final annual grant providing 75% of funds for an Intern Minister. TOTAL REGULAR APPLICATION GRANTS MADE: $279,260UU the Vote Grants (projects to encourage congregants to participate in elections):1.Chalice UU Congregation (Escondido)$7,046 2.Chalice UU Fellowship (Newbury Park)$2,1753.UU Church of Verdugo Hills$8,265 4.UU Community Church of Santa Monica$1,0005.UU Fellowship of San Dieguito$1,500 Total UU the Vote Grants $19,986
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 1: Description Of How Supported Organizations Are Desigated
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part V, Section D, Line 8: Distributions To Attentive Supported Organizations
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt02775913
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt03228420
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt050595
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt044600
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02725318
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt03183820
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt02775913
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt03228420
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt097157
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0112995
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt02775913
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt03228420
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt097157
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0112995
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt015
IRS990ScheduleA/SupportedOrganizationsTotalCnt015
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0330099395
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1770290801
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2951683890

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,490,896
Liabilities
$0
Net assets
$2,490,896
Revenue
$497,265
Expenses
$326,312
Net income
$170,953
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
2022Detailed filing. Detailed filing data is available for this year.$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. 2022 filings • 501(c)3 • $1M-$5M nonprofits