Civic Intelligence

Joan Spreckels Foundation

990PF • Fiscal year 2017 • EIN 38-7114167

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

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

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

31st percentile

-1.7%

Faster asset growth than 31% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

138%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,091,844

Down $18,341 (-1.7%) from 2016

Net Assets

Down

$1,091,845

Down $18,340 (-1.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin13th percentile

Revenue

Up

$66,779

Up $38,708 (+138%) from 2016

Expenses

Down

$85,119

Down $19,413 (-19%) from 2016

Net Income

Up

-$18,340

Up $58,121 (+76%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2017

Assets$1,091,844
Liabilities$0
Net Assets$1,091,845
Open 2017 Filing

Operations Trend

Revenue Growth92nd 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

2017

Revenue$66,779
Expenses$85,119
Net Income-$18,340
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd 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
2018-05-03
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
Raw XML Appendix311 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
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/GrantOrContributionPurposeTxt2THE 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/BusinessNameLine1Txt0CHILDREN'S HOSPITAL LOS ANGELESHELPING HANDS FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE HOLE IN THE WALL GANG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE FIRST TEE OF LOS ANGELES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1555 LONG WHARF DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt218720 OXNARD STREET 101
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt053293
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt053293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt031894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02330
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt054184
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0100115
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011707
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt031894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02330
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt054184
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011707
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0100115
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt088408
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INCOME RECEIVABLE WFB #3100
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0454
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WFB INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WFB - RETURN OF CAPITAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LICENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013266
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1934
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013266
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1934
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherIncomeSchedule2/OtherIncomeDetail/Desc0WFB - OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1WFB - NON DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01528
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1251
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01528
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1251
TaxesSchedule/TaxesDetail/Amt0194
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0194
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN SPRECKLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03108609776
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C2193D6F697833DF9EAD94617D4136ED26F6F231
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId095410020181305000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.62.225.74
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/PhoneNum03102777112
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERI PALMA
ReturnHeader/ReturnTs02018-05-10T11:45:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,091,844
Liabilities
$0
Net assets
$1,091,845
Revenue
$66,779
Expenses
$85,119
Net income
-$18,340
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
2017Detailed filing. Detailed filing data is available for this year.$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
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