Civic Intelligence

Jack Jennings Foundation Trust

990PF • Fiscal year 2018 • EIN 35-6627471

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization Profile
307 Meadowbrook DriveSanta Barbara, CA 93108

(317) 580-2000

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

6th percentile

-77%

Higher net margin than 6% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

88th percentile

$175,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 77.9% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

13th percentile

-9.4%

Faster asset growth than 13% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

133%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,871,345

Down $195,074 (-9.4%) from 2017

Net Assets

Down

$1,871,345

Down $195,074 (-9.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin6th percentile

Revenue

Up

$224,532

Up $128,020 (+133%) from 2017

Expenses

Up

$397,950

Up $145,919 (+58%) from 2017

Net Income

Down

-$173,418

Down $17,899 (-12%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,590,569Liabilities 2010: $0Net Assets 2010: $2,590,5692010Assets 2011: $2,681,548Liabilities 2011: $0Net Assets 2011: $2,681,5482011Assets 2012: $2,553,091Liabilities 2012: $0Net Assets 2012: $2,553,0912012Assets 2013: $2,504,684Liabilities 2013: $0Net Assets 2013: $2,504,6842013Assets 2014: $2,498,846Liabilities 2014: $0Net Assets 2014: $2,498,8462014Assets 2015: $2,373,994Liabilities 2015: $0Net Assets 2015: $2,373,9942015Assets 2016: $2,227,259Liabilities 2016: $0Net Assets 2016: $2,227,2592016Assets 2017: $2,066,419Liabilities 2017: $0Net Assets 2017: $2,066,4192017Assets 2018: $1,871,345Liabilities 2018: $0Net Assets 2018: $1,871,3452018Assets 2019: $1,476,412Liabilities 2019: $0Net Assets 2019: $1,476,4122019Assets 2020: $1,787,622Liabilities 2020: $0Net Assets 2020: $1,787,6222020Assets 2021: $1,748,449Liabilities 2021: $0Net Assets 2021: $1,748,4492021Assets 2022: $1,719,840Liabilities 2022: $0Net Assets 2022: $1,719,8402022Assets 2023: $1,730,488Liabilities 2023: $0Net Assets 2023: $1,730,4882023Assets 2024: $1,675,130Liabilities 2024: $42,282Net Assets 2024: $1,632,8482024

Highlighted filing

2018

Assets$1,871,345
Liabilities$0
Net Assets$1,871,345
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $188,7942010Expenses 2011: $165,2942011Expenses 2012: $167,4792012Revenue 2013: $95,695Expenses 2013: $193,028Net Income 2013: -$97,3332013Revenue 2014: $174,840Expenses 2014: $161,333Net Income 2014: $13,5072014Revenue 2015: $74,836Expenses 2015: $214,925Net Income 2015: -$140,0892015Revenue 2016: $41,052Expenses 2016: $182,836Net Income 2016: -$141,7842016Revenue 2017: $96,512Expenses 2017: $252,031Net Income 2017: -$155,5192017Revenue 2018: $224,532Expenses 2018: $397,950Net Income 2018: -$173,4182018Revenue 2019: $197,887Expenses 2019: $592,820Net Income 2019: -$394,9332019Revenue 2020: $284,136Expenses 2020: $20,242Net Income 2020: $263,8942020Revenue 2021: -$32,697Expenses 2021: $159Net Income 2021: -$32,8562021Revenue 2022: -$26,248Expenses 2022: $79Net Income 2022: -$26,3272022Revenue 2023: $86,806Expenses 2023: $28,973Net Income 2023: $57,8332023Revenue 2024: $20,942Expenses 2024: $73,142Net Income 2024: -$52,2002024

Highlighted filing

2018

Revenue$224,532
Expenses$397,950
Net Income-$173,418
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRAIG MCGINNISTrustee-$175,000-$175,000
BONNIE MCGINNISTrustee-$100,000-$100,000
Filing and Contact Details

Filer

Filer Name
Jack Jennings Foundation Trust
EIN
35-6627471
Phone
3175802000
Address
307 MEADOWBROOK DRIVE, SANTA BARBARA, CA 93108

Signing Officer

Name
Craig Mcginnis
Title
Trustee
Phone
3175802000
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857
Preparer
Rosanne E Ammirati
Phone
3175802000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22161040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2336005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2467761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2537446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2623027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2714110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2824648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BANK AMERICAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CBS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CONSTELLATION BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ESTEE LAUDER COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9GILEAD SCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11HONEYWELL INTL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12HUNTINGTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16LOCKHEED MARTIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17MASTERCARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MICORSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19NETEASE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22SERVICE CORP INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27WYNDAM WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ZIONS BANCORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt024999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1105331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PATRON PATH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1RECOVERY FORCE, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt024999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt197413
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt048245
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0176287
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0224532
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0224532
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0176287
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt068750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0275000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt088187
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt088187
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt048245
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt048245
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-173418
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0810888
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05950
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0176287
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0196769
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt017069
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt017069
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt010694
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010694
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0156937
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt027763
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0397950
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0224532
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0224532
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt068750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt027763
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0309763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0634601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0176287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0176287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0810888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0176287
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-173418
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt021656
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01893001
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02066419
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01871345
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0115504
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0115504
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0115504
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0117472
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01968
IRS990PF/DistributableAmountGrp/TotalTaxAmt01968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0811
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01182
IRS990PF/FMVAssetsEOYAmt02109653
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0231517
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0231517
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01158357
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0894707
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0882095
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0726150
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0825244
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01084082
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0153081
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0130330
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0122412
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01834902
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01639828
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt028831
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt021064
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt021064
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02066419
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01871345
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02109653
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02066419
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01871345
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02066419
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01871345
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02385217
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt027826
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02234979
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt035778
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0122412
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0117472
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02349439
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02385217
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1175000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BONNIE MCGINNIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CRAIG MCGINNIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0307 MEADOWBROOK DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1307 MEADOWBROOK DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0136296

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,871,345
Liabilities
$0
Net assets
$1,871,345
Revenue
$224,532
Expenses
$397,950
Net income
-$173,418
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.04$1.63$0.02$0.07$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.09$0.03$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.03$0.00$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.03$0.00$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.28$0.02$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.20$0.59$0.39
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.22$0.40$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.10$0.25$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$0.04$0.18$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.07$0.21$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.17$0.16$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.10$0.19$0.10
2012Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.17
2010Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.19