Civic Intelligence

The Stone Family Foundation

EIN 33-0799149 • 501(c)3 • San Diego, CA

Profile

To conduct or support activities for the benefit of the jewish community foundation of san diego.

4950 Murphy Canyon RdSan Diego, CA 92123

www.jcfsandiego.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

2nd percentile

-2137%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

61%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,129,265 (-100%) from 2017

Liabilities

Down

$0

Down $40,000 (-100%) from 2017

Net Assets

Down

$0

Down $2,089,265 (-100%) from 2017

Operations
Liabilities / Revenue61st percentileNet Margin2nd percentile

Revenue

Up

$99,021

Up $37,514 (+61%) from 2017

Expenses

Up

$2,214,747

Up $2,010,360 (+984%) from 2017

Net Income

Down

-$2,115,726

Down $1,972,846 (-1381%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $3,894,116Liabilities 2010: $150,000Net Assets 2010: $3,744,1162010Assets 2011: $4,094,224Liabilities 2011: $95,000Net Assets 2011: $3,999,2242011Assets 2012: $3,781,922Liabilities 2012: $142,000Net Assets 2012: $3,639,9222012Assets 2013: $3,307,647Liabilities 2013: $297,000Net Assets 2013: $3,010,6472013Assets 2014: $3,098,642Liabilities 2014: $901,625Net Assets 2014: $2,197,0172014Assets 2015: $2,443,754Liabilities 2015: $485,333Net Assets 2015: $1,958,4212015Assets 2016: $2,147,166Liabilities 2016: $80,000Net Assets 2016: $2,067,1662016Assets 2017: $2,129,265Liabilities 2017: $40,000Net Assets 2017: $2,089,2652017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $451,4932010Expenses 2011: $288,0592011Expenses 2012: $479,3732012Expenses 2013: $898,4422013Revenue 2014: $303,934Expenses 2014: $1,237,125Net Income 2014: -$933,1912014Revenue 2015: $423,125Expenses 2015: $299,056Net Income 2015: $124,0692015Revenue 2016: $9,780Expenses 2016: $202,588Net Income 2016: -$192,8082016Revenue 2017: $61,507Expenses 2017: $204,387Net Income 2017: -$142,8802017Revenue 2018: $99,021Expenses 2018: $2,214,747Net Income 2018: -$2,115,7262018

Highlighted filing

2018

Revenue$99,021
Expenses$2,214,747
Net Income-$2,115,726
Open 2018 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$99,021
Expenses
$2,214,747
Net income
-$2,115,726
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.10$2.21$2.12
2017Detailed filing. Detailed filing data is available for this year.$2.13$0.04$2.09$0.06$0.20$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.15$0.08$2.07$0.01$0.20$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.49$1.96$0.42$0.30$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.10$0.90$2.20$0.30$1.24$0.93
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$0.30$3.01$0.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.78$0.14$3.64$0.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.10$4.00$0.29
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$0.15$3.74$0.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 14, 2019
Return Version
2017v2.3
Gross Receipts
$310,182
Mission and Program Overview

Mission

To conduct or support activities for the benefit of the jewish community foundation of san diego.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,115,314$0▼ $2,115,314
Savings and Temporary Cash Investments$10,440$0▼ $10,440
Cash and Non-Interest-Bearing Accounts$2,500$0▼ $2,500
Investments Other Securities$1,011$0▼ $1,011
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 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$2,129,265$0▼ $2,129,265
Other Assets Total-$0-
Liabilities
Grants Payable$40,000$0▼ $40,000
Total Liabilities$40,000$0▼ $40,000
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,089,265$0▼ $2,089,265
Total Net Assets Fund Balance$2,089,265$0▼ $2,089,265
Total Liabilities and Net Assets / Fund Balance$2,129,265$0▼ $2,129,265
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Gloria StonePresident
Rodney StoneVice President
Andrea OsterDirector
Ashley StoneDirector
Ryan StoneDirector
Stephen AbramsonDirector
Beth SirullChief Financial Officer
Lawrence ShermanSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$99,021
Other Revenue
$0
Change in Net Assets
$-2,115,726

Audited Revenue Reconciliation

Revenue per Audited Statements
$99,021
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$130,556,790
Total Revenue per Audited Statements
$130,655,811
Total Revenue per Form 990
$99,021
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,187,352
Other Expenses$27,395
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,187,352--$2,187,352
Other Expenses$0$21,425$0$21,425
Fees for Service Investment Mgmnt Fees-$5,970-$5,970
Total Functional Expenses$2,187,352$27,395$0$2,214,747

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$87,920,689
Expenses Not Reported on Form 990$85,705,942
Expenses per Audited Statements$2,214,747
Total Expenses per Form 990$2,214,747
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish Community Foundation of San DiegoSan Diego, CA501(c)(3)Final Year Distribution to Donor Advised Fund$2,001,552
San Diego Symphony Orchestra AssociationSan Diego, CA501(c)(3)General$75,000
Jewish Federation of San Diego CountySan Diego, CA501(c)(3)General$43,500
Camp Ramah in California IncEncino, CA501(c)(3)General$20,000
Congregation Beth ElLa Jolla, CA501(c)(3)General$18,000
American Jewish Joint Distribution CommitteeNew York, NY501(c)(3)General$5,000
House of IsraelSan Diego, CA501(c)(3)General$5,000
Washington Institute for Near East PolicyWashington, DC501(c)(3)General$5,000
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
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Rodney stone, gloria stone, ryan stone and ashley stone have a family relationship.”

Form 990, Part VI, Section A, Line 7A

“The organization's bylaws give the founders the right to elect the founder class directors.”

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

“A copy of the final form 990 is provided to all board members before filing. Each board member reviews the 990 and contacts management with any questions or concerns. Any changes that arise from the board review are communicated to all board members before filing the return.”

Form 990, Part VI, Section B, Line 12C

“Annually each board member is required to disclose all conflicts of interest by completing a conflict of interest questionnaire.”

Form 990, Part VI, Section B, Line 15

“The stone family foundation does not have any employees. The jewish community foundation of san diego, a related organization, does compensate employees. The jewish community foundation of san diego has a formal compensation review policy.”

Form 990, Part VI, Section C, Line 19

“These documents are made available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
The Stone Family Foundation
EIN
33-0799149
Phone
8582792740
Address
4950 MURPHY CANYON RD, SAN DIEGO, CA 92123

Signing Officer

Name
Beth Sirull
Title
Chief Financial Officer
Phone
8582792740
Signed
2019-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gloria Stone
Formed
1998
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
5946 PRIESTLY DRIVE SUITE 200, CARLSBAD, CA 92008
Preparer
Elsa a Romero
Phone
7604318440
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation follows accounting standards generally accepted in the united states of america related to the recognition of uncertain tax positions. The foundation recognizes accrued interest and penalties associated with uncertain tax positions as part of the consolidated statement of activities, when applicable. Management has determined that the foundation has no uncertain tax positions at june 30, 2018 and 2017 and no amounts have been accrued.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Revenues per consolidated gaap statements 130,530,329.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses per consolidated gaap statements 85,705,942.”

Raw XML AppendixShowing 400 of 538 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BETH SIRULL
IRS990/BooksInCareOfDetail/PhoneNum08582792740
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04950 MURPHY CANYON ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092123
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt02500
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt02187352
IRS990/CYInvestmentIncomeAmt099021
IRS990/CYOtherExpensesAmt027395
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-2115726
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02214747
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt099021
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0DISTRIBUTION OF CONTRIBUTIONS TO RELIGIOUS, CHARITABLE AND EDUCATIONAL ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02187352
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt05970
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05970
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt329435
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0GLORIA STONE
IRS990/Form990PartVIISectionAGrp/PersonNm1RODNEY STONE
IRS990/Form990PartVIISectionAGrp/PersonNm2LAWRENCE SHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3BETH SIRULL
IRS990/Form990PartVIISectionAGrp/PersonNm4RYAN STONE
IRS990/Form990PartVIISectionAGrp/PersonNm5ASHLEY STONE
IRS990/Form990PartVIISectionAGrp/PersonNm6STEPHEN ABRAMSON
IRS990/Form990PartVIISectionAGrp/PersonNm7ANDREA OSTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3264765
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt039367
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt02187352
IRS990/GrantsPayableGrp/BOYAmt040000
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02187352
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02187352
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0250528
IRS990/GrossReceiptsAmt0310182
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt059654
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt059654
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01011
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02115314
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0211161
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02089265
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt039367
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt039367
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt026461
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021425
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/TotalAmt021425
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0GLORIA STONE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0176550
IRS990/PYInvestmentIncomeAmt061507
IRS990/PYOtherExpensesAmt027837
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-142880
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0204387
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt061507
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2115726
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010440
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION PROVIDED SUPPORT IN THE FORM OF GRANTS TO OTHER NON-PROFIT ORGANIZATIONS IN ACCORDANCE WITH THE MISSION OF THE SUPPORTED ORGANIZATION, JEWISH COMMUNITY FOUNDATION OF SAN DIEGO.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION A, LINE 6:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0952504044
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02001552
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JEWISH COMMUNITY FOUNDATION OF SAN DIEGO
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02001552
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt085705942
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02214747
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt026461
IRS990ScheduleD/OtherExpensesIncludedAmt085705942
IRS990ScheduleD/OtherRevenueAmt0130530329
IRS990ScheduleD/RevenueNotReportedAmt0130556790
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt099021
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION FOLLOWS ACCOUNTING STANDARDS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE CONSOLIDATED STATEMENT OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2018 AND 2017 AND NO AMOUNTS HAVE BEEN ACCRUED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REVENUES PER CONSOLIDATED GAAP STATEMENTS 130,530,329.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EXPENSES PER CONSOLIDATED GAAP STATEMENTS 85,705,942.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02214747
IRS990ScheduleD/TotalRevenuePerForm990Amt099021
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0130655811
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt087920689
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt043500
IRS990ScheduleI/RecipientTable/CashGrantAmt118000
IRS990ScheduleI/RecipientTable/CashGrantAmt25000
IRS990ScheduleI/RecipientTable/CashGrantAmt35000
IRS990ScheduleI/RecipientTable/CashGrantAmt42001552
IRS990ScheduleI/RecipientTable/CashGrantAmt55000
IRS990ScheduleI/RecipientTable/CashGrantAmt620000
IRS990ScheduleI/RecipientTable/CashGrantAmt775000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4FINAL YEAR DISTRIBUTION TO DONOR ADVISED FUND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7GENERAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JEWISH FEDERATION OF SAN DIEGO COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CONGREGATION BETH EL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3WASHINGTON INSTITUTE FOR NEAR EAST POLICY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4JEWISH COMMUNITY FOUNDATION OF SAN DIEGO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5HOUSE OF ISRAEL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6CAMP RAMAH IN CALIFORNIA INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0951319015
IRS990ScheduleI/RecipientTable/RecipientEIN1952574602
IRS990ScheduleI/RecipientTable/RecipientEIN2131656634
IRS990ScheduleI/RecipientTable/RecipientEIN3521376034
IRS990ScheduleI/RecipientTable/RecipientEIN4952504044
IRS990ScheduleI/RecipientTable/RecipientEIN5263608175
IRS990ScheduleI/RecipientTable/RecipientEIN6951843131
IRS990ScheduleI/RecipientTable/RecipientEIN7952040874
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04950 MURPHY CANYON ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt18660 GILMAN DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2711 THIRD AVENUE 10TH FLOOR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31111 19TH STREET NWSUITE 500
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt44950 MURPHY CANYON ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5750B STREET 3020
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt617525 VENTURA BLVD 201
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt71245 SEVENTH AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LA JOLLA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm3WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm4SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm5SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm6ENCINO
IRS990ScheduleI/RecipientTable/USAddress/CityNm7SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092123
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192037
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd210017
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd320036
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd492123
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd592101
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd691316
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd792101
IRS990ScheduleI/Total501c3OrgCnt08
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0264765
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt029435
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BETH SIRULL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHIEF FINANCIAL OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0294200
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE HUMAN RESOURCES COMMITTEE OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO EVALUATES AND APPROVES EXECUTIVE COMPENSATION ANNUALLY. THE EVALUATION INCLUDES THE REVIEW OF COMPARABILITY DATA PROVIDED BY INDEPENDENT SOURCES. A WRITTEN EMPLOYMENT CONTRACT GOVERNS CEO COMPENSATION AND OTHER TERMS OF EMPLOYMENT. THE CONTRACT IS REVIEWED BY OUTSIDE COUNSEL AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH AND INVESTMENTS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0JEWISH COMMUNITY FOUNDATION OF SAN DIEGO DONOR ADVISED FUND
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02018-06-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0952504044
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt02001552
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.