Civic Intelligence

The Pimco Foundation

990 • Fiscal year 2018 • EIN 33-0891470

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileWWW.PIMCO.COM
650 Newport Center DriveNewport Beach, CA 92660

(949) 720-6397

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

4th percentile

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

97th percentile

76%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

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

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets4th percentile

Assets

$99,736,595

No earlier filing loaded for comparison.

Net Assets

$99,681,690

No earlier filing loaded for comparison.

Liabilities

$54,905

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin97th percentile

Revenue

$12,658,312

No earlier filing loaded for comparison.

Expenses

$3,018,042

No earlier filing loaded for comparison.

Net Income

$9,640,270

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200M$150M$100M$50M$0Assets 2018: $99,736,595Liabilities 2018: $54,905Net Assets 2018: $99,681,6902018Assets 2019: $110,587,426Liabilities 2019: $1,180,138Net Assets 2019: $109,407,2882019Assets 2020: $125,138,028Liabilities 2020: $1,326,358Net Assets 2020: $123,811,6702020Assets 2021: $141,568,063Liabilities 2021: $9,486,542Net Assets 2021: $132,081,5212021Assets 2022: $121,026,926Liabilities 2022: $7,648,894Net Assets 2022: $113,378,0322022Assets 2023: $141,578,487Liabilities 2023: $5,666,191Net Assets 2023: $135,912,2962023Assets 2024: $157,841,191Liabilities 2024: $4,140,780Net Assets 2024: $153,700,4112024

Highlighted filing

2018

Assets$99,736,595
Liabilities$54,905
Net Assets$99,681,690
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0Revenue 2018: $12,658,312Expenses 2018: $3,018,042Net Income 2018: $9,640,2702018Revenue 2019: $11,389,505Expenses 2019: $6,197,833Net Income 2019: $5,191,6722019Revenue 2020: $16,531,426Expenses 2020: $6,000,031Net Income 2020: $10,531,3952020Revenue 2021: $18,708,421Expenses 2021: $14,350,122Net Income 2021: $4,358,2992021Revenue 2022: $12,115,079Expenses 2022: $7,614,198Net Income 2022: $4,500,8812022Revenue 2023: $10,446,989Expenses 2023: $4,494,647Net Income 2023: $5,952,3422023Revenue 2024: $25,915,862Expenses 2024: $7,156,811Net Income 2024: $18,759,0512024

Highlighted filing

2018

Revenue$12,658,312
Expenses$3,018,042
Net Income$9,640,270
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$60,915,919
Mission and Program Overview

Mission

Our community engagement platform focuses on hunger and gender equality with the belief that these are fundamental issues critical to human development and sustainable worldwide economic growth.

Our mission is to empower people globally to reach their full potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$111,434,061$95,740,350▼ $15,693,711
Cash and Non-Interest-Bearing Accounts-$2,728,672-
Savings and Temporary Cash Investments$1,940,648$1,115,675▼ $824,973
Prepaid Expenses and Deferred Charges$17,141$1,740▼ $15,401
Total Assets$113,516,680$99,736,595▼ $13,780,085
Other Assets Total$124,830$150,158▲ $25,328
Liabilities
Other Liabilities$16,783,436$0▼ $16,783,436
Grants Payable$2,215,465$54,203▼ $2,161,262
Accounts Payable and Accrued Expenses$5,184$702▼ $4,482
Total Liabilities$19,004,085$54,905▼ $18,949,180
Net Assets / Fund Balance
Unrestricted Net Assets$94,512,595$99,681,690▲ $5,169,095
Total Net Assets Fund Balance$94,512,595$99,681,690▲ $5,169,095
Total Liabilities and Net Assets / Fund Balance$113,516,680$99,736,595▼ $13,780,085

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,261,952--
Compensation and Service Providers
Top Officer Pay4th percentile

Board Members and Trustees

NameTitle
Manny RomanPresident/director
Candice StackVice President/director
Beth MacleanDirector
Bill GrossDirector
Cathy StahlDirector
Dan IvascynDirector
Eric JohnsonDirector
Mark KieselDirector
Mihir WorahDirector
Arthur OngSecretary/director
Julie MeggersTreasurer / Director
Revenue and Support

Revenue Composition

Contributions and Grants
$9,979,056
Program Service Revenue
$0
Investment Income
$2,679,256
Other Revenue
$0
All Other Contributions
$9,979,056
Change in Net Assets
$9,640,270

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,658,532
Revenue Not Reported on Financial Statements
$-1,000,220
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-1,000,220
Total Revenue per Audited Statements
$13,658,532
Total Revenue per Form 990
$12,658,312
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,818,165
Other Expenses$199,877
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,818,165--$2,818,165
Fees for Services Accounting-$71,387-$71,387
Fees for Service Investment Mgmnt Fees-$36,620-$36,620
Insurance-$10,538-$10,538
Fees for Services Legal-$1,012-$1,012
Other Expenses-$560-$560
All Other Expenses-$549-$549
Total Functional Expenses$2,818,165$199,877$0$3,018,042

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,489,437
Expenses Not Reported on Form 990$5,471,395
Expenses per Audited Statements$3,018,042
Total Expenses per Form 990$3,018,042
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See AttachedNewport Beach, CA-Unrestricted Support$2,818,165
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Sapna shah, executive director, reviews form 990”

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

“Members have to complete annual form”

Form 990, Part VI, Section C, Line 19

“The organization offers copies of financial statements to anyone who asks. Governing documents and board meeting minutes are available to contributors or anyone who submits a written request.”

Filing and Contact Details

Filer

Filer Name
The Pimco Foundation
EIN
33-0891470
Phone
9497206397
Address
650 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660

Signing Officer

Name
Sapna Shah
Title
Executive Director
Phone
9497207599
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sapna Shah
Formed
2000
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
1,287

Preparer

Firm
WRIGHT FORD YOUNG & CO CPA'S
Address
16140 SAND CANYON AVENUE, IRVINE, CA 92618-3715
Preparer
Marisa E Alvarado
Phone
9499102727
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Realized loss -1,000,220.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Unrealized loss 5,471,395.”

Raw XML AppendixShowing 400 of 450 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.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08290169
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02544771
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt034664396
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03679476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03116440
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03092688
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02788347
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03798485
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt016475436
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65870
IRS990ScheduleA/PublicSupportPY170Pct00.59060
IRS990ScheduleA/PublicSupportTotal170Amt033687193
IRS990ScheduleA/SubstantialContributorsTotAmt0977203
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09979056
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05768289
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08082111
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08290169
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02544771
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt034664396
IRS990ScheduleA/TotalSupportAmt051139832
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt05471395
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03018042
IRS990ScheduleD/OtherExpensesIncludedAmt05471395
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-1000220
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt091148094
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1388000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt287718
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3270092
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt477237
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5-492743
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt64261952
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INV IN MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CASH COLLATERAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc2FORWARD CONTRACTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3FUTURE CONTRACTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc4OPTIONS
IRS990ScheduleD/OtherSecuritiesGrp/Desc5DERIVATIVES
IRS990ScheduleD/OtherSecuritiesGrp/Desc6US TREASURY INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-1000220
IRS990ScheduleD/RevenueSubtotalAmt013658532
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0REALIZED LOSS -1,000,220.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1UNREALIZED LOSS 5,471,395.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt095740350
IRS990ScheduleD/TotalExpensesPerForm990Amt03018042
IRS990ScheduleD/TotalRevenuePerForm990Amt012658312
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013658532
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08489437
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt02818165
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0UNRESTRICTED SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0650 NEWPORT CENTER DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEWPORT BEACH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092660
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SAPNA SHAH, EXECUTIVE DIRECTOR, REVIEWS FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS HAVE TO COMPLETE ANNUAL FORM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION OFFERS COPIES OF FINANCIAL STATEMENTS TO ANYONE WHO ASKS. GOVERNING DOCUMENTS AND BOARD MEETING MINUTES ARE AVAILABLE TO CONTRIBUTORS OR ANYONE WHO SUBMITS A WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0113516680
IRS990/TotalAssetsEOYAmt099736595
IRS990/TotalAssetsGrp/BOYAmt0113516680
IRS990/TotalAssetsGrp/EOYAmt099736595
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt09979056
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0199877
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02818165
IRS990/TotalFunctionalExpensesGrp/TotalAmt03018042
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt019004085
IRS990/TotalLiabilitiesEOYAmt054905
IRS990/TotalLiabilitiesGrp/BOYAmt019004085
IRS990/TotalLiabilitiesGrp/EOYAmt054905
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt094512595
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt099681690
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt01188196
IRS990/TotalOtherProgSrvcGrantAmt01188196
IRS990/TotalProgramServiceExpensesAmt02818165
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02679256
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012658312
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01287
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0113516680

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$99,736,595
Liabilities
$54,905
Net assets
$99,681,690
Revenue
$12,658,312
Expenses
$3,018,042
Net income
$9,640,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$158$4.14$154$25.9$7.16$18.8
2023Detailed filing. Detailed filing data is available for this year.$142$5.67$136$10.4$4.49$5.95
2022Detailed filing. Detailed filing data is available for this year.$121$7.65$113$12.1$7.61$4.50
2021Detailed filing. Detailed filing data is available for this year.$142$9.49$132$18.7$14.4$4.36
2020Detailed filing. Detailed filing data is available for this year.$125$1.33$124$16.5$6.00$10.5
2019Detailed filing. Detailed filing data is available for this year.$111$1.18$109$11.4$6.20$5.19
2018Detailed filing. Detailed filing data is available for this year.$99.7$0.05$99.7$12.7$3.02$9.64