Civic Intelligence

The Tiara Foundation

990PF • Fiscal year 2012 • EIN 33-0839800

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 14, 2013

7450 Olivetas Avenue No 10992037
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

38th percentile

-1.8%

Faster asset growth than 38% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$864,564

Down $15,995 (-1.8%) from 2011

Net Assets

Down

$864,564

Down $15,995 (-1.8%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$45,755

Up $1,483 (+3.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $880,559Liabilities 2011: $0Net Assets 2011: $880,5592011Assets 2012: $864,564Liabilities 2012: $0Net Assets 2012: $864,5642012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013

Highlighted filing

2012

Assets$864,564
Liabilities$0
Net Assets$864,564

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $44,2722011Expenses 2012: $45,7552012Revenue 2013: $44,281Expenses 2013: $908,845Net Income 2013: -$864,5642013

Highlighted filing

2012

Revenue-
Expenses$45,755
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 14, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUMBULL RICHARDCo-Trustee-$0--
SALLIE C RICHARDCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTORREY PINES CHRISTIAN CHURCHSUPPORT RELIGIOUS ACTIVITIESPUBLICLA JOLLA, CA, US$28,000
Paid GrantWINCKENBURG COMMUNITY CHORUSSUPPORT RELIGIOUS ACTIVITIESNONPROFIT ORANIZATIOWICKENBURG, AZ, US$2,000
Paid GrantSONORAN SOUNDS WOMENS CHORALE OF THE WEST VALLEYSUPPORT RELIGIOUS ACTIVITIESNONPROFIT ORANIZATIOSUN CITY WEST, AZ, US$2,000
Filing and Contact Details

Filer

EIN
33-0839800
Raw XML Appendix378 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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AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING - JGD & ASSOCIATES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue061661
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV062704
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond085,000 SHARES - FNMA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue090389
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue158258
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue240835
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue384456
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue417502
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue514177
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue613417
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue768755
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8130993
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue9101973
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1044306
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1144409
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV089498
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV155431
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV242502
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV374435
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV420769
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV518044
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV616654
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV774817
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8129997
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9110092
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1035858
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1142399
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock01,574 SHARES - ISHARES MSCI EAFE INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11,763 SHARES - FAIRHOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22,218 SHARES - ROYCE PREMIER FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32,720 SHARES - FIRST EAGLE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4218 SHARES - ISHARES MORNINGSTAR SMALL CORE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5183 SHARES - ISHARES MORNINGSTAR MID CORE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6203 SHARES - ISHARES MORNINGSTAR LARGE CORE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73,541 SHARES - ROYCE SPECIAL EQUITY FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock86,018 SHARES - WHEVG EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock98,980 SHARES - ALLIANZ FIXED INCOME
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10878 SHARES - ISHARES MSCI BRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11956 SHARES - ISHARES MSCI EMERGING MARKETS
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal00
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-15995
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0189809
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2FHLMC/FNMA RETURN OF PRINCIPAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss01473
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IRS990PF/ExemptPF0X
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1CO-TRUSTEE
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IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0TRUMBULL RICHARD
IRS990PF/SupplementaryInformation/ContributingManager1SALLIE C RICHARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount028000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SUPPORT RELIGIOUS ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SUPPORT RELIGIOUS ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10TORREY PINES CHRISTIAN CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11WINCKENBURG COMMUNITY CHORUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12SONORAN SOUNDS WOMENS CHORALE OF THE WEST VALLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1NONPROFIT ORANIZATIO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2NONPROFIT ORANIZATIO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine108320 LA JOLLA SCENIC DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11POBOX 21442
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1222021 NORTH PARADA DRIVE
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IRS990PF/UndistributedIncome/TaxableAmount200
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IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT EXPENSES - UBS MANAGEMENT FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome010985
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks010985
TaxesSchedule/Taxes/Amount0285
TaxesSchedule/Taxes/Amount125
TaxesSchedule/Taxes/Amount210
TaxesSchedule/Taxes/Category0INTERNAL REVENUE SERVICE
TaxesSchedule/Taxes/Category1ATTORNEY GENERAL
TaxesSchedule/Taxes/Category2FRANCHISE TAX BOARD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome20
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0330839800
ReturnHeader/Filer/Name/BusinessNameLine10THE TIARA FOUNDATION
ReturnHeader/Filer/NameControl0TIAR
ReturnHeader/Filer/Phone08584592749
ReturnHeader/Filer/USAddress/AddressLine107450 OLIVETAS AVENUE NO 109
ReturnHeader/Filer/USAddress/City0LA JOLLA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092037
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-14
ReturnHeader/Officer/Name0SALLIE RICHARD
ReturnHeader/Officer/Phone08584592749
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0953132551
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JGD & ASSOCIATES LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105355 MIRA SORRENTO PLACE SUITE 700
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAN DIEGO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0921213825
ReturnHeader/Preparer/Name0WILLIAM T BOTZUM
ReturnHeader/Preparer/Phone08585871000
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-15T17:42:02-06:00

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