Civic Intelligence

Scott a & Elizabeth V Christensen Charitable Foundation

990PF • Fiscal year 2013 • EIN 33-0958243

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 28, 2014

10085 Carroll Canyon Road92131

(858) 271-6244

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

47th percentile

1.9%

Higher net margin than 47% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

50th percentile

$6,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

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

Source year 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

$3,339,001

No earlier filing loaded for comparison.

Net Assets

$3,335,316

No earlier filing loaded for comparison.

Liabilities

$3,685

No earlier filing loaded for comparison.

Revenue

$264,990

No earlier filing loaded for comparison.

Expenses

$259,890

No earlier filing loaded for comparison.

Net Income

$5,100

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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $3,339,001Liabilities 2013: $3,685Net Assets 2013: $3,335,3162013Assets 2014: $3,311,295Liabilities 2014: $0Net Assets 2014: $3,311,2952014Assets 2015: $3,339,473Liabilities 2015: $0Net Assets 2015: $3,339,4732015Assets 2016: $3,178,903Liabilities 2016: $1Net Assets 2016: $3,178,9022016Assets 2017: $2,607,558Liabilities 2017: $0Net Assets 2017: $2,607,5582017Assets 2018: $2,484,550Liabilities 2018: $0Net Assets 2018: $2,484,5502018Assets 2019: $2,422,200Liabilities 2019: $0Net Assets 2019: $2,422,2002019Assets 2020: $2,337,923Liabilities 2020: $0Net Assets 2020: $2,337,9232020Assets 2021: $2,359,850Liabilities 2021: $0Net Assets 2021: $2,359,8502021Assets 2022: $2,435,019Liabilities 2022: $0Net Assets 2022: $2,435,0192022Assets 2023: $2,317,341Liabilities 2023: $0Net Assets 2023: $2,317,3412023Assets 2024: $2,331,325Liabilities 2024: $0Net Assets 2024: $2,331,3252024

Highlighted filing

2013

Assets$3,339,001
Liabilities$3,685
Net Assets$3,335,316

Operations Trend

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

$500K$0-$500K-$1.0MRevenue 2013: $264,990Expenses 2013: $259,890Net Income 2013: $5,1002013Revenue 2014: $204,545Expenses 2014: $228,566Net Income 2014: -$24,0212014Revenue 2015: $230,059Expenses 2015: $201,881Net Income 2015: $28,1782015Revenue 2016: $49,379Expenses 2016: $209,950Net Income 2016: -$160,5712016Revenue 2017: -$372,539Expenses 2017: $205,973Net Income 2017: -$578,5122017Revenue 2018: $115,363Expenses 2018: $238,371Net Income 2018: -$123,0082018Revenue 2019: $161,622Expenses 2019: $223,972Net Income 2019: -$62,3502019Revenue 2020: $119,476Expenses 2020: $203,753Net Income 2020: -$84,2772020Revenue 2021: $235,211Expenses 2021: $213,284Net Income 2021: $21,9272021Revenue 2022: $314,160Expenses 2022: $229,497Net Income 2022: $84,6632022Revenue 2023: $163,081Expenses 2023: $242,434Net Income 2023: -$79,3532023Revenue 2024: $228,252Expenses 2024: $255,357Net Income 2024: -$27,1052024

Highlighted filing

2013

Revenue$264,990
Expenses$259,890
Net Income$5,100
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 28, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann MooreDirectorPT$6,000-$6,000
Stacy DenherderPresident-$6,000-$6,000
Laurie McKeeSecretary-$6,000-$6,000
Ailene McManusTreasurer-$6,000-$6,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-OperationsExemptSan Marcos, CA, US$48,000
Paid Grant-OperationsExemptSan Diego, CA, US$40,000
Paid Grant-OperationsExemptSan Diego, CA, US$20,000
Paid Grant-OperationsExemptEscondido, CA, US$10,000
Paid Grant-OperationsExemptSan Marcos, CA, US$9,000
Paid Grant-OperationsExemptKihei, HI, US$8,000
Filing and Contact Details

Filer

EIN
33-0958243
Phone
8582716244

Signing Officer

Name
Ailene McManus
Title
Treasurer
Signed
2014-07-28
Discuss with paid preparer
Yes

Preparer

Preparer
David M Ward CPA
Phone
8584541793
Raw XML Appendix351 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ann Moore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Stacy Denherder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Laurie McKee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Ailene McManus
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine101350 San Pablo Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1110085 Carroll Canyon Road 220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1211751 Treadwell Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1310425 Summerwood Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Lake San Marcos
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1San Diego
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2Poway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3San Diego
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Barrio Logan College Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Boys Girls Club of San Marcos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Palomar College Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4San Pasqual Academy
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine103910 University Avenue Ste 300-RC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine111807 Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine121 Positive Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine131140 W Mission Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1417701 San Pasqual Valley Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine15380 Huku Lil Place Suite 105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2San Marcos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3San Marcos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4Escondido
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5Kihei
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode092105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode192113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode292069
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode392069
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode492025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode596753
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0135000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0144365
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0144365
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt089420
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt070607
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt076888
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt037400
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0385445
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0111130
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt089420
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt070607
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt076888
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt037400
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0255495
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0111130
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0385445
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0274315
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Payroll Taxes
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Travel
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt081
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt170
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21742
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3775
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt56097
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt64606
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt081
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21742
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3775
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt56097
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt64606
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Net Investment loss K-1
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-4965
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02594
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1179
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt21
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Payroll Tax Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Credit Card Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03847
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1-162
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04625
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14395
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Legal & Professional
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Portfolio Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt04625
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14395
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt11760
TaxesSchedule/TaxesDetail/Amt2159
TaxesSchedule/TaxesDetail/CategoryTxt0California
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Tax
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt11760
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt2159
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ailene McManus
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10Scott & Elizabeth V Christensen
ReturnHeader/Filer/BusinessName/BusinessNameLine20Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0330958243
ReturnHeader/Filer/PhoneNum08582716244
ReturnHeader/Filer/USAddress/AddressLine1010085 Carroll Canyon Road
ReturnHeader/Filer/USAddress/City0San Diego
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DAVID M WARD CPA & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107946 IVANHOE AVE STE 300-B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LA JOLLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0920374518
ReturnHeader/PreparerPersonGrp/PhoneNum08584541793
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David M Ward CPA
ReturnHeader/ReturnTs02014-07-29T09:39:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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