Civic Intelligence

San Diego Legacy Foundation

EIN 33-0833642 • 501(c)3

1565 Coast Blvd92014
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2010

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2010

Net Margin

8th percentile

-138%

Higher net margin than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2010

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Balance Sheet
Liabilities / Assets60th percentile

Assets

$150,779

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$150,779

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin8th percentile

Revenue

$19,671

No earlier filing loaded for comparison.

Expenses

$46,764

No earlier filing loaded for comparison.

Net Income

-$27,093

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2010: $150,779Liabilities 2010: $0Net Assets 2010: $150,7792010

Highlighted filing

2010

Assets$150,779
Liabilities$0
Net Assets$150,779
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20K-$40KRevenue 2010: $19,671Expenses 2010: $46,764Net Income 2010: -$27,0932010

Highlighted filing

2010

Revenue$19,671
Expenses$46,764
Net Income-$27,093
Open 2010 Filing

Filings

Most recent year

2010 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$150,779
Liabilities
$0
Net assets
$150,779
Revenue
$19,671
Expenses
$46,764
Net income
-$27,093
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.00$1.51$0.20$0.47$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Nov 9, 2011
Return Version
2010v3.4
Filing and Contact Details

Filer

EIN
33-0833642
Raw XML Appendix187 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
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IRS990EZ/AmountOfTaxReimbursedByOrg00
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IRS990EZ/CashSavingsAndInvestments/EOY0149113
IRS990EZ/ContributionsGiftsGrantsEtc017500
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0-27093
IRS990EZ/FeesAndOthPymtToIndContractors01300
IRS990EZ/FiledScheduleA01
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IRS990EZ/ForeignOffice00
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IRS990EZ/InfoInScheduleOPartI0X
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IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InvestmentIncome02171
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IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingCash0X
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IRS990EZ/NetAssetsOrFundBalancesBOY0177872
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IRS990EZ/NetAssetsOrFundBalancesEOY0150779
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10.30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20.30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition30.30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0STEPHEN L KUPTZ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1CHERYL T KUPTZ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2COLE FRANCIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3TRACE ANN FRANCIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0CEO, CFO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY05659
IRS990EZ/OtherAssetsTotal/EOY01666
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal01534
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE SCHOLARSHIPS AND GRANTS FOR EDUCATION & ATHLETICS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PROVIDED SCHOLARSHIP FOR SCHOOL AND CHRISTIAN CAMP TUITIONS & MISSIONS TRIPS
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations017500
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses043930
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1011629 CIMARRON CREST DR
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0SAN DIEGO
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode092127
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10STEPHEN L KUPTZ
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08587041503
IRS990EZ/TotalAssets/BOY0177872
IRS990EZ/TotalAssets/EOY0150779
IRS990EZ/TotalExpenses046764
IRS990EZ/TotalProgramServiceExpenses043930
IRS990EZ/TotalRevenue019671
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear017500
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year025000
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years026000
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years050000
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years036750
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0155250
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear01638
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year078
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years0386
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years03576
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years02528
IRS990ScheduleA/GrossInvestmentIncome170/Total08206
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.94980
IRS990ScheduleA/PublicSupportPertcentPriorYear00.93660
IRS990ScheduleA/PublicSupportTotal1700155250
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear017500
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year025000
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years026000
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years050000
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years036750
IRS990ScheduleA/Total170/Total0155250
IRS990ScheduleA/TotalSupport0163456
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST 625.. DIVIDENDS 1,546.. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,171.
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY CLASSIFICATION: CREATES EDUCATION CURRICULUM. GRANTEE NAME: SANTA FE CHRISTIAN SCHOOLS . GRANTEE ADDRESS: 838 ACADEMY DRIVE SOLANA BEACH, CA 92075. DATE OF GIFT: 08/25/10. AMOUNT GIVEN: 16,500.
IRS990ScheduleO/GeneralExplanation/Explanation2ACTIVITY CLASSIFICATION: CREATES EDUCATION CURRICULUM. GRANTEE NAME: SANTA FE CHRISTIAN SCHOOLS. GRANTEE ADDRESS: 838 ACADEMY DRIVE SOLANA BEACH, CA 92075. DATE OF GIFT: 05/07/10. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/GeneralExplanation/Explanation3ACTIVITY CLASSIFICATION: CREATES EDUCATION CURRICULUM. GRANTEE NAME: SANTA FE CHRISTIAN SCHOOLS. GRANTEE ADDRESS: 838 ACADEMY DRIVE SOLANA BEACH, CA 92075. DATE OF GIFT: 10/25/10. AMOUNT GIVEN: 620. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 19,120.
IRS990ScheduleO/GeneralExplanation/Explanation4DESCRIPTION: BANK. AMOUNT: 150. DESCRIPTION: LICENSE & FEES. AMOUNT: 60. DESCRIPTION: TAXES. AMOUNT: 1,324. TOTAL TO FORM 990-EZ, LINE 16: 1,534.
IRS990ScheduleO/GeneralExplanation/Explanation5DESCRIPTION: TRAILER. BEG. OF YEAR AMOUNT: 3,000. END OF YEAR AMOUNT: 0. DESCRIPTION: SECURITIES. BEG. OF YEAR AMOUNT: 993. END OF YEAR AMOUNT: 0. DESCRIPTION: SET UP COSTS-LEGAL. BEG. OF YEAR AMOUNT: 1,666. END OF YEAR AMOUNT: 1,666.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier2GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier3GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier5OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0330833642
ReturnHeader/Filer/Name/BusinessNameLine10SAN DIEGO LEGACY FOUNDATION
ReturnHeader/Filer/NameControl0SAND
ReturnHeader/Filer/Phone08587041503
ReturnHeader/Filer/USAddress/AddressLine101565 COAST BLVD
ReturnHeader/Filer/USAddress/City0DEL MAR
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092014
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-11-09
ReturnHeader/Officer/Name0STEPHEN L KUPTZ
ReturnHeader/Officer/Phone08587041503
ReturnHeader/Officer/Title0CEO, CFO
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102445 FIFTH AVENUE SUITE 230
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAN DIEGO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0921011665
ReturnHeader/Preparer/Name0ROBERT B LAZARUS
ReturnHeader/Preparer/Phone06192331040
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-11-14T11:15:54-06:00

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