Civic Intelligence

Ray Trust Foundation

990PF • Fiscal year 2015 • EIN 38-7114167

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 25, 2016

Organization Profile
1801 Century Park East Suite 1010Los Angeles, CA 90067

(310) 277-7112

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

3rd percentile

-221%

Higher net margin than 3% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

16th percentile

-6.9%

Faster asset growth than 16% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,186,646

Down $88,547 (-6.9%) from 2014

Net Assets

$1,186,646

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2014

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin3rd percentile

Revenue

Down

$40,151

Down $1,313,114 (-97%) from 2014

Expenses

Up

$128,698

Up $50,626 (+65%) from 2014

Net Income

Down

-$88,547

Down $1,363,740 (-107%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $1,275,193Liabilities 2014: $02014Assets 2015: $1,186,646Liabilities 2015: $1Net Assets 2015: $1,186,6462015Assets 2016: $1,110,185Liabilities 2016: $0Net Assets 2016: $1,110,1852016Assets 2017: $1,091,844Liabilities 2017: $0Net Assets 2017: $1,091,8452017Assets 2018: $999,537Liabilities 2018: $0Net Assets 2018: $999,5372018Assets 2019: $890,586Liabilities 2019: $1Net Assets 2019: $890,5862019Assets 2020: $816,086Liabilities 2020: $1Net Assets 2020: $816,0862020Assets 2021: $803,525Liabilities 2021: $1Net Assets 2021: $803,5252021Assets 2022: $752,389Liabilities 2022: $1Net Assets 2022: $752,3892022Assets 2023: $732,109Liabilities 2023: $12023Assets 2024: $698,855Liabilities 2024: $0Net Assets 2024: $698,8552024

Highlighted filing

2015

Assets$1,186,646
Liabilities$1
Net Assets$1,186,646
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,353,265Expenses 2014: $78,072Net Income 2014: $1,275,1932014Revenue 2015: $40,151Expenses 2015: $128,698Net Income 2015: -$88,5472015Revenue 2016: $28,071Expenses 2016: $104,532Net Income 2016: -$76,4612016Revenue 2017: $66,779Expenses 2017: $85,119Net Income 2017: -$18,3402017Revenue 2018: $35,569Expenses 2018: $127,877Net Income 2018: -$92,3082018Revenue 2019: $19,936Expenses 2019: $128,887Net Income 2019: -$108,9512019Revenue 2020: $44,706Expenses 2020: $119,206Net Income 2020: -$74,5002020Revenue 2021: $103,715Expenses 2021: $116,330Net Income 2021: -$12,6152021Revenue 2022: $13,685Expenses 2022: $64,821Net Income 2022: -$51,1362022Revenue 2023: $26,754Expenses 2023: $47,034Net Income 2023: -$20,2802023Revenue 2024: $54,735Expenses 2024: $87,989Net Income 2024: -$33,2542024

Highlighted filing

2015

Revenue$40,151
Expenses$128,698
Net Income-$88,547
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 25, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN SPRECKELSCo-Trustee-$0--
JEFFREY PAUL RUBELLCo-Trustee-$0--
MOLLY RUBELLCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Joan Spreckels Foundation
EIN
38-7114167
In Care Of
% GARY ISKOWITZ & COMPANY LLP
Address
1801 CENTURY PARK EAST SUITE 1010, LOS ANGELES, CA 90067

Signing Officer

Name
Joan Spreckles
Title
Co-trustee
Phone
3108609776
Signed
2016-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Gary Iskowitz & Company Llp
Address
1801 CENTURY PARK ESTE 1010, LOS ANGELES, CA 90067-2340
Preparer
Teri Palma
Phone
3108609776
Raw XML Appendix278 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01119017
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FOR DETAIL - SEE SCHEDULE A
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE STMT D-1 WELLS FARGO BANK#45953100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE STMT D-1 WELLS FARGO BANK#45953100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt057670
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt057670
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IRS990PF/DistributableAmountGrp/TotalTaxAmt029
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03925
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt017573
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt057699
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOAN SPRECKELS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEFFREY PAUL RUBELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MOLLY RUBELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0606 N CAMDEN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1606 N CAMDEN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2606 N CAMDEN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BEVERLY HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BEVERLY HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BEVERLY HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01801 CENTURY PARK EAST SUITE 1010
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt140000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0THE PROGRAM FOR DUQUE REHABILITATION UNIT RENOVATION FUND PROVIDES CARE FOR MEDICAL AND REHABILITATION NEEDS TO CHILDREN BY PEDIATRIC SPECIALISTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDES CAMP FUN FOR SERIOUSLY ILL CHILDREN AND THEIR FAMILIES BOTH AT CAMP AND ON THE ROAD THROUGHOUT THE NORTHEAST.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHILDREN'S HOSPITAL LOS ANGELESHELPING HANDS FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE HOLE IN THE WALL GANG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW HAVEN
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt057670
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt057670
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt054184
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt056514
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02330
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt054184
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02330
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt056514
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt054184
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0DAVID WEINSTEIN
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt011380
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt011380
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06295
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INCOME RECEIVABLE WFB #3100
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0405
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0405
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WFB INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WFB - RETURN OF CAPITAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013865
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1651
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013865
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1651
OtherIncomeSchedule2/OtherIncomeDetail/Desc0WFB - OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1WFB - NON DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02322
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1793
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02322
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1793
TaxesSchedule/TaxesDetail/Amt0274
TaxesSchedule/TaxesDetail/Amt130000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1DEPARTMENT OF THE TREASURY/IRS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0274
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN SPRECKLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03108609776
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN SPRECKELS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0387114167
ReturnHeader/Filer/InCareOfNm0% GARY ISKOWITZ & COMPANY LLP
ReturnHeader/Filer/USAddress/AddressLine1Txt01801 CENTURY PARK EAST SUITE 1010
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090067
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARY ISKOWITZ & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 CENTURY PARK ESTE 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900672340
ReturnHeader/PreparerPersonGrp/PhoneNum03108609776
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERI PALMA
ReturnHeader/ReturnTs02016-05-13T15:52:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,186,646
Liabilities
$1
Net assets
$1,186,646
Revenue
$40,151
Expenses
$128,698
Net income
-$88,547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.05$0.09$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.03$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.01$0.06$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.10$0.12$0.01
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.82$0.00$0.82$0.04$0.12$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.02$0.13$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.04$0.13$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.07$0.09$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.03$0.10$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.04$0.13$0.09
2014Summary only. Only limited summary data is available for this year.$1.28$0.00$1.35$0.08$1.28
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • $1M-$5M nonprofits