Civic Intelligence

The Beth El Endowment Foundation

990 • Fiscal year 2016 • EIN 33-0969651

Jul 01, 2015 to Jun 30, 2016 • Filed on May 09, 2017

4950 Murphy Canyon RdSan Diego, CA 92123

(858) 279-2740

Siviq Scores

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

Liabilities / Assets

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

63rd percentile

0.21x

Higher debt load relative to revenue than 63% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

95th percentile

$315,137

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 322.9% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

26th percentile

-3.8%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

17%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,183,035

Down $85,252 (-3.8%) from 2015

Net Assets

Down

$2,162,142

Down $85,252 (-3.8%) from 2015

Liabilities

Flat

$20,893

Flat from 2015

Revenue

Up

$97,589

Up $14,203 (+17%) from 2015

Expenses

Down

$112,976

Down $11,450 (-9.2%) from 2015

Net Income

Up

-$15,387

Up $25,653 (+63%) from 2015

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 2010: $1,423,887Liabilities 2010: $436,959Net Assets 2010: $986,9282010Assets 2011: $1,371,724Liabilities 2011: $303,523Net Assets 2011: $1,068,2012011Assets 2012: $1,367,636Liabilities 2012: $270,628Net Assets 2012: $1,097,0082012Assets 2013: $1,737,139Liabilities 2013: $259,953Net Assets 2013: $1,477,1862013Assets 2014: $2,348,661Liabilities 2014: $54,224Net Assets 2014: $2,294,4372014Assets 2015: $2,268,287Liabilities 2015: $20,893Net Assets 2015: $2,247,3942015Assets 2016: $2,183,035Liabilities 2016: $20,893Net Assets 2016: $2,162,1422016Assets 2017: $2,318,277Liabilities 2017: $15,893Net Assets 2017: $2,302,3842017Assets 2018: $2,908,246Liabilities 2018: $12,343Net Assets 2018: $2,895,9032018Assets 2019: $2,922,061Liabilities 2019: $12,343Net Assets 2019: $2,909,7182019Assets 2020: $2,764,018Liabilities 2020: $12,343Net Assets 2020: $2,751,6752020Assets 2021: $3,314,818Liabilities 2021: $12,343Net Assets 2021: $3,302,4752021Assets 2022: $2,870,693Liabilities 2022: $12,343Net Assets 2022: $2,858,3502022Assets 2024: $3,016,129Liabilities 2024: $0Net Assets 2024: $3,016,1292024

Highlighted filing

2016

Assets$2,183,035
Liabilities$20,893
Net Assets$2,162,142

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $9,6092010Expenses 2011: $56,1032011Expenses 2012: $55,6042012Expenses 2013: $64,3292013Revenue 2014: $665,806Expenses 2014: $89,085Net Income 2014: $576,7212014Revenue 2015: $83,386Expenses 2015: $124,426Net Income 2015: -$41,0402015Revenue 2016: $97,589Expenses 2016: $112,976Net Income 2016: -$15,3872016Revenue 2017: $64,494Expenses 2017: $109,980Net Income 2017: -$45,4862017Revenue 2018: $650,275Expenses 2018: $120,150Net Income 2018: $530,1252018Revenue 2019: $143,560Expenses 2019: $123,814Net Income 2019: $19,7462019Revenue 2020: $96,978Expenses 2020: $186,091Net Income 2020: -$89,1132020Revenue 2021: $106,710Expenses 2021: $148,716Net Income 2021: -$42,0062021Revenue 2022: $82,065Expenses 2022: $154,630Net Income 2022: -$72,5652022Revenue 2024: $99,304Expenses 2024: $159,005Net Income 2024: -$59,7012024

Highlighted filing

2016

Revenue$97,589
Expenses$112,976
Net Income-$15,387
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 9, 2017
Return Version
2015v3.0
Gross Receipts
$104,959
Mission and Program Overview

Mission

To conduct or support activities for the benefit of the jewish community foundation of san diego and the congregation beth el of la jolla.

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$1,314,267$1,196,849▼ $117,418
Investments Other Securities$562,840$631,966▲ $69,126
Accounts Receivable$343,629$313,075▼ $30,554
Pledges and Grants Receivable$36,214$36,214→ $0
Cash and Non-Interest-Bearing Accounts$9,360$4,382▼ $4,978
Savings and Temporary Cash Investments$1,977$549▼ $1,428
Total Assets$2,268,287$2,183,035▼ $85,252
Liabilities
Accounts Payable and Accrued Expenses$20,893$20,893→ $0
Total Liabilities$20,893$20,893→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,247,394$2,162,142▼ $85,252
Total Net Assets Fund Balance$2,247,394$2,162,142▼ $85,252
Total Liabilities and Net Assets / Fund Balance$2,268,287$2,183,035▼ $85,252

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$631,966--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,888,444$56,656▼ $30,421$-30,555$1,833,745
2014$1,941,079$41,331▲ $36,051$7,162$1,888,444
2013$1,304,446$702,242▲ $204,073$180,619$1,941,079
2012$927,292$334,370▲ $109,063$3,024$1,304,446
2011$911,722$97,721▼ $14,461$13,238$927,292
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lawrence ShermanPresident/director
Alan ViterbiVice President/director
Jeffrey EldenVice President/director
Laurie GreenbergDirector
Richard GabrielDirector
Rodney StoneSecretary/director
Jeremy PearlChief Financial Officer
Marjory KaplanChief Financial Officer End 03/2016
Revenue and Support

Revenue Composition

Contributions and Grants
$56,656
Program Service Revenue
$0
Investment Income
$40,933
Other Revenue
$0
All Other Contributions
$56,656
Change in Net Assets
$-15,387

Audited Revenue Reconciliation

Revenue per Audited Statements
$97,589
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$88,760,593
Total Revenue per Audited Statements
$88,858,182
Total Revenue per Form 990
$97,589
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$90,579
Other Expenses$22,397
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$90,579--$90,579
Other Expenses-$20,909-$20,909
Fees for Service Investment Mgmnt Fees-$1,488-$1,488
Total Functional Expenses$90,579$22,397$0$112,976

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$114,681,146
Expenses Not Reported on Form 990$114,568,170
Expenses per Audited Statements$112,976
Total Expenses per Form 990$112,976
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Congregation Beth ElLa Jolla, CA501(c)(3)General Assistance$90,579

International Summary

Offices
0
Employees
0
Spending
$520,574

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,InvestmentsN/a00$520,574
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Jeremy pearl and marjory kaplan have a business relationship at related organization, jewish community foundation of san diego.

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 11

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 the foundation requests that each board member disclose all conflicts of interest by completing a conflict of interest questionnaire.

Form 990, Part VI, Section B, Line 15

The beth el endowment 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 available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
The Beth El Endowment Foundation
EIN
33-0969651
Phone
8582792740
Address
4950 MURPHY CANYON RD, SAN DIEGO, CA 92123

Signing Officer

Name
Jeremy Pearl
Title
CFO
Phone
8582792740
Signed
2017-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence Sherman
Formed
2001
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
6

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 V, LINE 4:

To further the organization's exempt purpose.

PART X, LINE 2:

The foundation recognizes accrued interest and penalties associated with uncertain tax positions as part of the statement of activities, when applicable. Management has determined that the foundation has no uncertain tax positions at june 30, 2016 therefore no amounts have been accrued.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Revenues per consolidated gaap statement 88,830,458.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Expenses per consolidated gaap statements 114,568,170.

Raw XML AppendixShowing 400 of 529 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT/DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt4CHIEF FINANCIAL OFFICER END 03/2016
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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/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JEWISH COMMUNITY FOUNDATION OF SAN DIEGO
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
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/CYEndwmtFundGrp/AdministrativeExpensesAmt020910
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01888444
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt056656
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01833745
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt090579
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-30421
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-30555
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt022016
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01941079
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt041331
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01888444
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0100839
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt036051
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt07162
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt024063
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01304446
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0702242
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01941079
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt065000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0204073
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0180619
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt018755
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0927292
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0334370
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01304446
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt044500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0109063
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt03024
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt015452
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0911722
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt097721
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0927292
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt039000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-14461
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt013238
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0114568170
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0112976
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-69865
IRS990ScheduleD/OtherExpensesIncludedAmt0114568170
IRS990ScheduleD/OtherRevenueAmt088830458
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0631966
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTERNATIVE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt088760593
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt097589
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENT OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2016 THEREFORE NO AMOUNTS HAVE BEEN ACCRUED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REVENUES PER CONSOLIDATED GAAP STATEMENT 88,830,458.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3EXPENSES PER CONSOLIDATED GAAP STATEMENTS 114,568,170.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0631966
IRS990ScheduleD/TotalExpensesPerForm990Amt0112976
IRS990ScheduleD/TotalRevenuePerForm990Amt097589
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt088858182
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0114681146
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0520574
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0N/A
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0520574
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0520574
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt090579
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CONGREGATION BETH EL
IRS990ScheduleI/RecipientTable/RecipientEIN0952574602
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08660 GILMAN DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LA JOLLA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092037
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0292139
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1209369
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt022998
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt123333
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARJORY KAPLAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JEREMY PEARL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHIEF FINANCIAL OFFICER END 03/2016
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHIEF FINANCIAL OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0315137

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.00$3.02$0.10$0.16$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.01$2.86$0.08$0.15$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.01$3.30$0.11$0.15$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.01$2.75$0.10$0.19$0.09
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.01$2.91$0.14$0.12$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.01$2.90$0.65$0.12$0.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.02$2.30$0.06$0.11$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.18$0.02$2.16$0.10$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.02$2.25$0.08$0.12$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.05$2.29$0.67$0.09$0.58
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.26$1.48$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.27$1.10$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.30$1.07$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.44$0.99$0.01