Civic Intelligence

Joan Spreckels Foundation

990PF • Fiscal year 2018 • EIN 38-7114167

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

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

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

2nd percentile

-260%

Higher net margin than 2% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

18th percentile

-8.5%

Faster asset growth than 18% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-47%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$999,537

Down $92,307 (-8.5%) from 2017

Net Assets

Down

$999,537

Down $92,308 (-8.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin2nd percentile

Revenue

Down

$35,569

Down $31,210 (-47%) from 2017

Expenses

Up

$127,877

Up $42,758 (+50%) from 2017

Net Income

Down

-$92,308

Down $73,968 (-403%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2018

Assets$999,537
Liabilities$0
Net Assets$999,537
Open 2018 Filing

Operations Trend

Revenue Growth7th 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

2018

Revenue$35,569
Expenses$127,877
Net Income-$92,308
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 2, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th 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
2019-05-02
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 Appendix318 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOAN SPRECKELS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MOLLY RUBELL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2606 N CAMDEN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BEVERLY HILLS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt031000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt37500
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 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/GrantOrContributionPurposeTxt3TO IMPACT THE LIVES OF YOUNG PEOPLE BY PROVIDING EDUCATIONAL PROGRAMS THAT BUILD CHARACTER, INSTILL LIFE-ENCHANCING 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/BusinessNameLine1Txt2MID VALLEY FAMILY YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE FIRST TEE OF LOS ANGELES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 847924
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1555 LONG WHARF DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26901 LENNOX AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33611 MOTOR AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 110
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VAN NUYS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS ANGELES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106511
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390034
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt051596
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051596
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011707
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt031894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02330
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt054184
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0157019
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt056904
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011707
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt031894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02330
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt054184
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0108500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt056904
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0157019
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0100115
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0454
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INCOME RECEIVABLE WFB #3100
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0493
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0493
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WFB INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WFB - BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LICENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012809
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt185
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012809
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt185
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt235
OtherIncomeSchedule2/OtherIncomeDetail/Desc0WFB - NON DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt046
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt046
TaxesSchedule/TaxesDetail/Amt0448
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0448
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN SPRECKLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03108609776
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-02
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C2193D6F697833DF9EAD94617D4136ED26F6F231
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02E6EC741433C8218F3EA051E91BEC8E410DFD35B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId095410020191285000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-08
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/ReturnTs02019-05-08T15:45:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$999,537
Liabilities
$0
Net assets
$999,537
Revenue
$35,569
Expenses
$127,877
Net income
-$92,308
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
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