Civic Intelligence

Iacocca Family Foundation

990PF • Fiscal year 2012 • EIN 38-6071154

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 09, 2013

867 Boylston Street 6th Floor02116
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$35,515,140

Flat from 2012

Net Assets

$33,568,380

No earlier filing loaded for comparison.

Liabilities

Flat

$1,946,760

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$2,409,881

Flat from 2012

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.

$60M$40M$20M$0Assets 2010: $42,397,811Liabilities 2010: $1,333,950Net Assets 2010: $41,063,8612010Assets 2011: $34,701,977Liabilities 2011: $3,460,9852011Assets 2012: $35,515,140Liabilities 2012: $1,946,760Net Assets 2012: $33,568,3802012Assets 2012: $35,515,140Liabilities 2012: $1,946,7602012Assets 2013: $39,741,871Liabilities 2013: $1,219,5062013Assets 2014: $39,924,966Liabilities 2014: $1,039,894Net Assets 2014: $38,885,0722014Assets 2015: $38,412,566Liabilities 2015: $1,113,9582015Assets 2016: $40,368,007Liabilities 2016: $895,853Net Assets 2016: $39,472,1542016Assets 2017: $45,172,691Liabilities 2017: $1,021,981Net Assets 2017: $44,150,7102017Assets 2018: $41,217,148Liabilities 2018: $531,184Net Assets 2018: $40,685,9642018Assets 2019: $48,990,412Liabilities 2019: $11,831Net Assets 2019: $48,978,5812019Assets 2020: $54,282,832Liabilities 2020: $8,741Net Assets 2020: $54,274,0912020Assets 2021: $58,816,655Liabilities 2021: $2,758,157Net Assets 2021: $56,058,4982021Assets 2022: $48,302,938Liabilities 2022: $2,002,476Net Assets 2022: $46,300,4622022Assets 2023: $53,636,031Liabilities 2023: $1,742,7762023Assets 2024: $58,585,389Liabilities 2024: $875,588Net Assets 2024: $57,709,8012024

Highlighted filing

2012

Assets$35,515,140
Liabilities$1,946,760
Net Assets$33,568,380

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $3,221,3952010Revenue 2011: -$1,146,172Expenses 2011: $5,991,533Net Income 2011: -$7,137,7052011Expenses 2012: $2,409,8812012Revenue 2012: $1,824,511Expenses 2012: $2,409,881Net Income 2012: -$585,3702012Revenue 2013: $1,407,364Expenses 2013: $2,220,598Net Income 2013: -$813,2342013Revenue 2014: $2,805,211Expenses 2014: $1,622,177Net Income 2014: $1,183,0342014Revenue 2015: $1,380,230Expenses 2015: $1,535,235Net Income 2015: -$155,0052015Revenue 2016: $638,900Expenses 2016: $1,663,392Net Income 2016: -$1,024,4922016Revenue 2017: $2,374,454Expenses 2017: $1,703,532Net Income 2017: $670,9222017Revenue 2018: $2,921,550Expenses 2018: $1,165,493Net Income 2018: $1,756,0572018Revenue 2019: $1,369,128Expenses 2019: $1,414,843Net Income 2019: -$45,7152019Revenue 2020: $5,740,357Expenses 2020: $1,780,268Net Income 2020: $3,960,0892020Revenue 2021: $4,617,011Expenses 2021: $7,048,258Net Income 2021: -$2,431,2472021Revenue 2022: $3,810,835Expenses 2022: $1,369,059Net Income 2022: $2,441,7762022Revenue 2023: $3,566,167Expenses 2023: $1,663,158Net Income 2023: $1,903,0092023Revenue 2024: $4,254,763Expenses 2024: $1,408,888Net Income 2024: $2,845,8752024

Highlighted filing

2012

Revenue-
Expenses$2,409,881
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 9, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN IACOCCA HENTZPresidentPT$156,250$37,150$193,400
MARGARET LAURENCEExecutive DirectorFT$162,375$19,356$181,731
LIDO A IACOCCAChairman-$0--
JOHN D GERACETrustee-$0--
EDWARD BOUSATrustee-$0--
LOUIS E LATAIFSecretary/Treasurer-$0--
LIA IACOCCA-ASSADTrustee-$0--
DESMOND HEATHWOODTrustee-$0--
KENNETH ANDERSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Approved Future GrantMASSACHUSETTS GENERAL HOSPITALRESTRICTED - TYPE 1 DIABETES RESEARCH - DENISE FAUSTMAN501(C)(3)BOSTON, MA, US$1,500,000
Paid GrantMASSACHUSETTS GENERAL HOSPITALRESEARCH501(C)(3)BOSTON, MA, US$1,000,000
Paid GrantREGENTS OF THE UNIV OF MINNESOTARESEARCH501(C)(3)MINNEAPOLIS, MN, US$311,615
Paid GrantBOSTON BIOMEDICAL RESEARCH INSTITUTERESEARCH501(C)(3)WATERTOWN, MA, US$250,000
Paid GrantNYU SCHOOL OF MEDICINERESEARCH501(C)(3)NEW YORK, NY, US$223,297
Paid GrantREGENTS OF THE UNIV OF CARESEARCH501(C)(3)IRVINE, CA, US$212,240
Approved Future GrantST MARGARET'S EPISCOPAL SCHOOLRESTRICTED - DINING CENTER501(C)(3)SAN JUAN CAPISTRANO, CA, US$200,000
Approved Future GrantUNIVERSITY OF SOUTHERN CALIFORNIARESTRICTED - 2 ATHLETIC SCHOLARSHIPS501(C)(3)LOS ANGELES, CA, US$200,000
Paid GrantROSALIND FRANKLIN UNIVRESEARCH501(C)(3)NORTH CHICAGO, IL, US$177,133
Paid GrantBABY BUGGYCHILDREN AFFECTED BY SUPERSTORM SANDY501(C)(3)NEW YORK, NY, US$100,000
Paid GrantST MARGARET'S EPISCOPAL SCHOOLDINING CENTER501(C)(3)SAN JUAN CAPISTRANO, CA, US$100,000
Paid GrantUSC VOLLEYBALL SCHOLARSHIPSIACOCCA / ASSAD ENDOWED SCHOLARSHIP FUND501(C)(3)LOS ANGELES, CA, US$97,840
Paid GrantUCLA DAVID GEFFEN SCHOOL OF MEDICINEDEMENTIA CARE PROGRAM501(C)(3)LOS ANGELES, CA, US$50,000
Paid GrantST SEBASTIAN'S SCHOOL2012 SENIOR GIFT501(C)(3)NEEDHAM, MA, US$50,000
Paid GrantST SEBASTIAN'S SCHOOL2012 DONATION501(C)(3)NEEDHAM, MA, US$25,000
Paid GrantST JOSEPH'S PARISH2012 DONATION501(C)(3)NEEDHAM, MA, US$25,000
Paid GrantARCHDIOCESE OF BOSTONMOTHER OLGA'S MINISTRY501(C)(3)BRAINTREE, MA, US$25,000
Paid GrantPRESIDENT & FELLOWS OF MIDDLEBURY COLLEGESCHOLARSHIP FUND501(C)(3)MIDDLEBURY, VT, US$25,000
Approved Future GrantPRESIDENT & FELLOWS OF MIDDLEBURY COLLEGERESTRICTED - INTERNSHIPS501(C)(3)MIDDLEBURY, VT, US$25,000
Paid GrantLEHIGH UNIVERSITYGLOBAL VILLAGE501(C)(3)BETHLEHEM, PA, US$20,985
Approved Future GrantBETTY FORD CENTERUNRESTRICTED501(C)(3)PALM DESERT, CA, US$20,000
Paid GrantALZHEIMER'S ASSOCIATION2012 DONATION - AN AFFAIR TO REMEMBER GALA501(C)(3)IRVINE, CA, US$16,000
Paid GrantNANTUCKET COTTAGE HOSPITAL FOUNDATION2012 DONATION501(C)(3)NANTUCKET, MA, US$13,250
Paid GrantCHILD CENTER OF NEW YORK2012 DONATION501(C)(3)WOODSIDE, NY, US$10,000
Paid GrantADVERTISING EDUCATION FOUNDATIONLEO KELMENSON SYMPOSIUM 2012501(C)(3)NEW YORK, NY, US$10,000
Paid GrantUSA VOLLEYBALLWOMEN'S NATIONAL TEAM501(C)(3)COLORADO SPRINGS, CO, US$10,000
Paid GrantKEEP MEMORY ALIVE2012 DONATION501(C)(3)LAS VEGAS, NV, US$10,000
Paid GrantZENO MOUNTAIN FARMS2012 DONATION501(C)(3)LINCOLN, VT, US$10,000
Paid GrantAMERICAN FRIENDS OF THE HEBREW UNIVERSITY2012 DONATION501(C)(3)LOS ANGELES, CA, US$10,000
Paid GrantBETTY FORD FOUNDATIONBETTY FORD LEGACY FUND501(C)(3)PALM DESERT, CA, US$10,000
Paid GrantMARIAN HIGH SCHOOLTRADITION AND VISION CAMPAIGN501(C)(3)BLOOMFIELD HILLS, MI, US$10,000
Paid GrantST MONICA CATHOLIC HIGH SCHOOL2012 DONATION - SCHOLARSHIP501(C)(3)SANTA MONICA, CA, US$8,750
Paid GrantSHERIFF'S YOUTH FOUNDATION2012 DONATION501(C)(3)LOS ANGELES, CA, US$5,500
Paid GrantTHE REACH FOUNDATIONWELCOME BACK SCHOLARSHIP PROGRAM501(C)(3)NEWPORT BEACH, CA, US$5,000
Paid GrantBARBARA SINATRA CHILDREN'S CENTER AT EISENHOWER2012 DONATION501(C)(3)RANCHO MIRAGE, CA, US$5,000
Paid GrantHEROES HEALTH FUNDNY RESCUE WORKERS DETOXIFICATION & GULF COAST DETOXIFICATION PROJECTS501(C)(3)PASADENA, CA, US$5,000
Paid GrantST VINCENT'S MEALS ON WHEELS2012 DONATION501(C)(3)LOS ANGELES, CA, US$5,000
Paid GrantSAN GABRIEL JUNIOR GOLF INC2012 DONATION501(C)(3)MONROVIA, CA, US$5,000
Paid GrantFRIENDS OF ROBINSON GARDENS2012 DONATION501(C)(3)BEVERLY HILLS, CA, US$5,000
Paid GrantPARENTS AGAINST LEUKEMIA2012 DONATION501(C)(3)SHERMAN OAKS, CA, US$5,000
Paid GrantLUPUS LAIN SUPPORT OF KELLY STONE501(C)(3)BEVERLY HILLS, CA, US$5,000
Paid GrantLUPUS LAIN SUPPORT OF KELLY STONE501(C)(3)BEVERLY HILLS, CA, US$5,000
Paid GrantPAT MOORE FOUNDATION2012 DONATION501(C)(3)COSTA MESA, CA, US$5,000
Paid GrantHOAG HOSPITAL FOUNDATIONIN SUPPORT OF THE MARY & DICK ALLEN DIABETES CENTER501(C)(3)NEWPORT BEACH, CA, US$5,000
Paid GrantHOAG HOSPITAL FOUNDATIONIN SUPPORT OF THE MARY & DICK ALLEN DIABETES CENTER501(C)(3)NEWPORT BEACH, CA, US$5,000
Paid GrantGUIDE DOGS OF AMERICAIN SUPPORT OF THE SAN GABRIEL CHAPTER501(C)(3)SYLMAR, CA, US$5,000
Paid GrantSMALL ARMY FOR A CAUSEIN SUPPORT OF BE BOLD, BE BALD501(C)(3)BOSTON, MA, US$5,000
Paid GrantLEAGUE FOR ANIMAL PROTECTION2012 DONATION501(C)(3)FINCASTLE, VA, US$5,000
Paid GrantBU SCHOOL OF MGMTLOUIS E. LATAIF ALUMNI BOARD SCHOLARSHIP FUND501(C)(3)BOSTON, MA, US$5,000
Paid GrantGROTON SCHOOLSUPPORT OF STEM BUILDING501(C)(3)GROTON, MA, US$5,000
Paid GrantNATIONAL STUTTERING ASSOC2012 DONATION501(C)(3)NEW YORK, NY, US$5,000
Paid GrantUC IRVINE HEALTH SCHOOL OF MEDICINEDIABETES CENTER501(C)(3)IRVINE, CA, US$5,000
Paid GrantCANYON CLUB2012 DONATION501(C)(3)LAGUNA BEACH, CA, US$4,000
Paid GrantST JUDE'S CHILDREN'S RESEARCH HOSPITAL2012 DONATION501(C)(3)GARDEN GROVE, CA, US$4,000
Paid GrantBROADCASTERS FOUNDATION OF AMERICA2012 BROADCASTERS FOUNDATION OF AMERICA CELEBRITY GOLF TOURNAMENT501(C)(3)NEW YORK, NY, US$3,760
Paid GrantBROADCASTERS FOUNDATION OF AMERICA2012 DONATION501(C)(3)NEW YORK, NY, US$3,500
Paid GrantUSS MIDWAY2012 DONATION501(C)(3)SAN DIEGO, CA, US$3,000
Paid GrantST MARGARET'S EPISCOPAL SCHOOL2012 DONATION501(C)(3)SAN JUAN CAPISTRANO, CA, US$2,500
Paid GrantNANTUCKET NEW SCHOOL5TH ANNUAL COMEDY FESTIVAL501(C)(3)NANTUCKET, MA, US$2,500
Paid GrantBELIEVE IN SOBRIETY2012 DONATION501(C)(3)LAGUNA NIGUEL, CA, US$2,500
Paid GrantPROVIDENCE TARZANA MEDICAL CTRSPIRITUAL CARE DEPT501(C)(3)TARZANA, CA, US$2,500
Paid GrantCHILDREN'S HOSPITAL OF ORANGE COUNTYCHOC CHERISHES CHILDREN 2012 / GIFT OF DETERMINATION501(C)(3)ORANGE, CA, US$2,000
Paid GrantST JOSEPH'S PARISH2012 MARDI GRAS AUCTION501(C)(3)NEEDHAM, MA, US$2,000
Paid GrantORANGE COUNTY MUSEUM OF ARTART OF DINING 2012501(C)(3)NEWPORT BEACH, CA, US$2,000
Paid GrantCLERGY BENEFIT TRUSTTHE CLERGY FUNDS501(C)(3)BOSTON, MA, US$2,000
Paid GrantYELLOWSTONE RECOVERY2012 DONATION501(C)(3)COSTA MESA, CA, US$2,000
Paid GrantNANTUCKET NEW SCHOOL2012 DONATION501(C)(3)NANTUCKET, MA, US$2,000
Paid GrantHOAG HOSPITAL FOUNDATION2012 25TH ANNIVERSARY CIRCLE 1000 FOUNDERS' BRUNCH501(C)(3)NEWPORT BEACH, CA, US$1,500
Paid GrantEGOSCUE FOUNDATION2012 DONATION501(C)(3)SAN DIEGO, CA, US$1,500
Paid GrantCHILD HELP2012 DONATION501(C)(3)SCOTTSDALE, AZ, US$1,000
Paid GrantLANCE LYONS RECOVERY TEAM2012 DONATION501(C)(3)IRVINE, CA, US$1,000
Paid GrantPROVIDENCE TARZANA MEDICAL CTRSPIRITUAL CARE DEPT501(C)(3)TARZANA, CA, US$1,000
Paid GrantVALPARAISO UNIV SCHOOL OF LAWSUPPORT OF KEN AND SUE ANDERSON TEACHER SCHOLARSHIP501(C)(3)VALPARAISO, IN, US$1,000
Paid GrantYOUK'S KIDS2012 NOT YOUR AVERAGE IDOL501(C)(3)NEWTONVILLE, MA, US$500
Paid GrantNANTUCKET COMEDY FESTIVALIN SUPPORT OF THE 2012 DANCE FESTIVAL501(C)(3)NANTUCKET, MA, US$500
Paid GrantNANTUCKET ATHENEUM2012 DONATION501(C)(3)NANTUCKET, MA, US$500
Paid GrantTHE MOUNTIN SUPPORT OF EDITH WHARTON 150TH BIRTHDAY CELEBRATION501(C)(3)LENOX, MA, US$500
Paid GrantVAIL VALLEY MEDICAL CENTER2012 DONATION501(C)(3)VAIL, CO, US$500
Paid GrantVALPARAISO UNIV SCHOOL OF LAWSUPPORT OF KEN AND SUE ANDERSON TEACHER SCHOLARSHIP501(C)(3)VALPARAISO, IN, US$500
Paid GrantTHE MOUNTIN SUPPORT OF EDITH WHARTON 150TH BIRTHDAY CELEBRATION501(C)(3)LENOX, MA, US$400
Filing and Contact Details

Filer

EIN
38-6071154
Raw XML AppendixShowing 400 of 1,195 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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IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientBusinessName/BusinessNameLine11MASSACHUSETTS GENERAL HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientBusinessName/BusinessNameLine12PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientBusinessName/BusinessNameLine13ST MARGARET'S EPISCOPAL SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientBusinessName/BusinessNameLine14UNIVERSITY OF SOUTHERN CALIFORNIA
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientFoundationStatus0501(C)(3)
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IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientFoundationStatus4501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine1041990 COOK STREET
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine11165 CAMBRIDGE STREET
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine12OLD CHAPEL 107
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine1331641 LANOVIA AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine14HERITAGE HALL MC 0602
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City0PALM DESERT
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City1BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City2MIDDLEBURY
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City3SAN JUAN CAPISTRANO

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$58.6$0.88$57.7$4.25$1.41$2.85
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.6$1.74$3.57$1.66$1.90
2022Detailed filing. Detailed filing data is available for this year.$48.3$2.00$46.3$3.81$1.37$2.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.8$2.76$56.1$4.62$7.05$2.43
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.3$0.01$54.3$5.74$1.78$3.96
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.0$0.01$49.0$1.37$1.41$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.2$0.53$40.7$2.92$1.17$1.76
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.2$1.02$44.2$2.37$1.70$0.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.4$0.90$39.5$0.64$1.66$1.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.4$1.11$1.38$1.54$0.16
2014Detailed filing. Detailed filing data is available for this year.$39.9$1.04$38.9$2.81$1.62$1.18
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.7$1.22$1.41$2.22$0.81
2012Detailed filing. Detailed filing data is available for this year.$35.5$1.95$33.6$2.41
2012Summary only. Only limited summary data is available for this year.$35.5$1.95$1.82$2.41$0.59
2011Summary only. Only limited summary data is available for this year.$34.7$3.46$1.15$5.99$7.14
2010Detailed filing. Detailed filing data is available for this year.$42.4$1.33$41.1$3.22
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • $25M-$50M nonprofits