Joan Spreckels Foundation

990PF • Fiscal year 2016 • EIN 38-7114167

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

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.

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

-272%

Higher net margin than 3% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

-6.4%

Faster asset growth than 17% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

-30%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets25th percentile

Assets

Down

$1,110,185

Down $76,461 (-6.4%) from 2015

Net Assets

Down

$1,110,185

Down $76,461 (-6.4%) from 2015

Liabilities

Down

Down $1 (-100%) from 2015

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin3rd percentile

Revenue

Down

$28,071

Down $12,080 (-30%) from 2015

Expenses

Down

$104,532

Down $24,166 (-19%) from 2015

Net Income

-$76,461

Up $12,086 (+14%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

Highlighted filing

2016

Assets$1,110,185

Liabilities$0

Net Assets$1,110,185

Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

Highlighted filing

2016

Revenue$28,071

Expenses$104,532

Net Income-$76,461

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: May 3, 2017
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JOAN SPRECKELS	Co-Trustee	-	$0	-	-
JEFFREY PAUL RUBELL	Co-Trustee	-	$0	-	-
MOLLY RUBELL	Co-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: 2017-05-03
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: 3102777112

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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/PersonNm	1	JEFFREY PAUL RUBELL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	THE PROGRAM FOR DUQUE REHABILITATION UNIT RENOVATION FUND PROVIDES CARE FOR MEDICAL AND REHABILITATION NEEDS TO CHILDREN BY PEDIATRIC SPECIALISTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	PROVIDES CAMP FUN FOR SERIOUSLY ILL CHILDREN AND THEIR FAMILIES BOTH AT CAMP AND ON THE ROAD THROUGHOUT THE NORTHEAST.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	THE MID VALLEY YMCA IS A NON-PROFIT ORGANIZATION COMMITTED TO HELPING YOUTH LIVE A BALANCED, HEALTHY LIFE IN SPIRIT, MIND AND BODY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	THE FIRST TEE'S MISSION IS TO IMPACT THE LIVES OF YOUNG PEOPLE BY PROVIDING EDUCATIONAL PROGRAMS THAT BUILD CHARACTER, INSTILL LIFE-ENHANCING VALUES AND PROMOTE HEALTHY CHOICES THROUGH THE GAME OF GOLF.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	CHILDREN'S HOSPITAL LOS ANGELESHELPING HANDS FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	THE HOLE IN THE WALL GANG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	MID VALLEY YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	THE FIRST TEE OF LOS ANGELES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 847924
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	555 LONG WHARF DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	6901 LENNOX AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	18720 OXNARD STREET 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	NEW HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	VAN NUYS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	TARZANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	900847924
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	06511
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	91405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	91356
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	85000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	53106
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	53106
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	2330
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	54184
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	88408
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	31894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	2330
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	54184
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	85000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	31894
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	88408
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	56514
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	DAVID WEINSTEIN
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	676
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	676
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	405
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	INCOME RECEIVABLE WFB #3100
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	637
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	637
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	WFB INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	WFB - RETURN OF CAPITAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	13157
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	13161
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	497
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	WFB - OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	WFB - NON DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	2265
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	2265
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	747
TaxesSchedule/TaxesDetail/Amt	0	370
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	370
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOAN SPRECKLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3108609776
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	JOAN SPRECKELS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	JOAN
ReturnHeader/Filer/EIN	0	387114167
ReturnHeader/Filer/InCareOfNm	0	% GARY ISKOWITZ & COMPANY LLP
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1801 CENTURY PARK EAST SUITE 1010
ReturnHeader/Filer/USAddress/CityNm	0	LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	90067
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	C2193D6F697833DF9EAD94617D4136ED26F6F231
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	5C25B29650B2967E557C43C71029BCEC4D0CAFDA
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	95410020171305000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2017-05-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	74.62.225.74
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	GARY ISKOWITZ & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1801 CENTURY PARK ESTE 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	900672340
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3102777112
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	TERI PALMA
ReturnHeader/ReturnTs	0	2017-05-10T18:45:51-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,110,185
Liabilities: $0
Net assets: $1,110,185
Revenue: $28,071
Expenses: $104,532
Net income: -$76,461

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2016Detailed filing. Detailed filing data is available for this year.	$1.11	$0.00	$1.11	$0.03	$0.10	$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$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