Civic Intelligence

Joseph Pedott Perpetual Endowment Trust

990 • Fiscal year 2010 • EIN 41-2128778

Jul 01, 2009 to Jun 30, 2010 • Filed on May 11, 2011

121 Steuart Street94105-1236
Siviq Scores

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

Liabilities / Assets

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

2010 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$2,054,889

No earlier filing loaded for comparison.

Net Assets

$2,035,159

No earlier filing loaded for comparison.

Liabilities

$19,730

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$159,739

No earlier filing loaded for comparison.

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.

$15M$10M$5.0M$0Assets 2010: $2,054,889Liabilities 2010: $19,730Net Assets 2010: $2,035,1592010Assets 2011: $2,200,921Liabilities 2011: $21,798Net Assets 2011: $2,179,1232011Assets 2012: $2,099,679Liabilities 2012: $10,763Net Assets 2012: $2,088,9162012Assets 2013: $2,094,233Liabilities 2013: $10,939Net Assets 2013: $2,083,2942013Assets 2014: $2,186,267Liabilities 2014: $5,375Net Assets 2014: $2,180,8922014Assets 2015: $2,838,500Liabilities 2015: $7,212Net Assets 2015: $2,831,2882015Assets 2016: $2,717,180Liabilities 2016: $6,718Net Assets 2016: $2,710,4622016Assets 2017: $2,908,877Liabilities 2017: $7,149Net Assets 2017: $2,901,7282017Assets 2018: $3,984,375Liabilities 2018: $18,175Net Assets 2018: $3,966,2002018Assets 2019: $4,878,841Liabilities 2019: $340,289Net Assets 2019: $4,538,5522019Assets 2020: $4,713,673Liabilities 2020: $354,829Net Assets 2020: $4,358,8442020Assets 2021: $7,411,254Liabilities 2021: $177,064Net Assets 2021: $7,234,1902021Assets 2022: $9,167,588Liabilities 2022: $179,680Net Assets 2022: $8,987,9082022Assets 2023: $9,671,436Liabilities 2023: $15,285Net Assets 2023: $9,656,1512023Assets 2024: $10,781,138Liabilities 2024: $16,126Net Assets 2024: $10,765,0122024

Highlighted filing

2010

Assets$2,054,889
Liabilities$19,730
Net Assets$2,035,159

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $159,7392010Revenue 2011: $139,957Expenses 2011: $172,743Net Income 2011: -$32,7862011Expenses 2012: $112,0922012Expenses 2013: $130,3732013Revenue 2014: $68,916Expenses 2014: $137,617Net Income 2014: -$68,7012014Revenue 2015: $1,081,637Expenses 2015: $185,399Net Income 2015: $896,2382015Revenue 2016: $79,308Expenses 2016: $175,154Net Income 2016: -$95,8462016Revenue 2017: $80,686Expenses 2017: $148,591Net Income 2017: -$67,9052017Revenue 2018: $1,170,979Expenses 2018: $176,725Net Income 2018: $994,2542018Revenue 2019: $1,361,424Expenses 2019: $682,993Net Income 2019: $678,4312019Revenue 2020: $110,146Expenses 2020: $300,970Net Income 2020: -$190,8242020Revenue 2021: $2,115,573Expenses 2021: $91,984Net Income 2021: $2,023,5892021Revenue 2022: $2,943,104Expenses 2022: $244,395Net Income 2022: $2,698,7092022Revenue 2023: $738,503Expenses 2023: $251,945Net Income 2023: $486,5582023Revenue 2024: $282,930Expenses 2024: $310,196Net Income 2024: -$27,2662024

Highlighted filing

2010

Revenue-
Expenses$159,739
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
May 11, 2011
Return Version
2009v1.7
Gross Receipts
$75,628
Mission and Program Overview

Mission

The foundation operates exclusively for charitable, educational or religious purposes by conducting or supporting activities for the benefit of, or to carry out the purposes of the jewish community federation of san francisco, the peninsula, marin and sonoma counties.

Filing and Contact Details

Filer

EIN
41-2128778
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IRS990ScheduleO/GeneralExplanation/Explanation0The Form 990 is prepared by an independent public accounting firm based on audited financial statements and with the assistance of the organization's finance and accounting staff. The final draft of the 990 is reviewed by the treasurer. The president and/or other officers receive the final version of the form prior to filing.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. FOR TRUSTEES AND OFFICERS CONFLICT OF INTEREST POLICY, THE SUPPORTED ORGANIZATION REQUESTS COMPLETION OF AN ANNUAL DISCLOSURE FORM BY JANUARY 31 FOR ALL TRUSTEES AND OFFICERS. THE SUPPORTED ORGANIZATION ENSURES THAT ALL FORMS HAVE BEEN RECEIVED AND PREPARES A SUMMARY OF DISCLOSURES AND FORWARDS THE FORMS AND SUMMARY TO ITS LEGAL COUNSEL. FOLLOWING LEGAL COUNSEL'S REVIEW, THE SUPPORTED ORGANIZATION PRESENTS THE DISCLOSURES TO ITS BOARD'S ENDOWMENT COMMITTEE WHICH REVIEWS THE DISCLOSURES. THE SUPPORTED ORGANIZATION'S CFO ALSO RECEIVES A COPY OF THE SUMMARY AND REVIEWS ALL FORMS AND IS RESPONSIBLE FOR ASSURING APPROPRIATE REPORTING TO THE EXTERNAL AUDITORS AND DISCLOSURE IN THE ANNUAL TAX FILINGS.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION DOES NOT HAVE EMPLOYEES AND DOES NOT COMPENSATE OFFICERS AND MEMBERS OF ITS BOARD. HOWEVER, CERTAIN OFFICERS AND/OR DIRECTORS ARE COMPENSATED BY A RELATED PARTY, THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES ('JCF'). JCF DOES A COMPENSATION SURVEY AND ANALYSIS FOR THE SENIOR LEVEL POSITIONS. JCF LOOKS AT COMPENSATION THAT IS EQUITABLE INTERNALLY AND EXTERNALLY FOR THESE POSITIONS. THE EXECUTIVE COMMITTEE OFFICERS APPROVE THE COMPENSATION FOR THE CEO. THERE IS A PERIODIC REVIEW OF ALL SALARIES FROM AN INDEPENDENT PROFESSIONAL COMPENSATION ORGANIZATION. THE REVIEW INCLUDES SIMILAR POSITIONS IN THE NON-PROFIT AND FOR-PROFIT SECTOR LOCALLY AND IS ADJUSTED NATIONALLY. THE COMPENSATION REVIEW ALSO ANALYZES COMPENSATION INFORMATION FROM OTHER FORM 990S FOR SIMILAR ORGANIZATION AS WELL AS MANY OTHER SOURCES OF COMPENSATION DATA.
IRS990ScheduleO/GeneralExplanation/Explanation3The organization makes its consolidated audited financial statements and form 990 for the most recent three years and conflict of interest policy available to the public upon request.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION RESPONDED "NO" TO THIS QUESTION BECAUSE THE FORM 990 IS FILED FOR THE ORGANIZATION ON A STAND-ALONE-BASIS, WHILE THE AUDITED FINANCIALS ARE PREPARED ON A CONSOLIDATED BASIS WITH THE RESULTS OF ITS SUPPORTED ORGANIZATION. THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE CONSOLIDATED WITH THOSE OF ITS SUPPORTED ORGANIZATION, AND AUDITED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM IN ACCORDANCE WITH GAAP. THE SUPPORTED ORGANIZATION'S AUDIT COMMITTEE HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS. SCHEDULE R, PART II, COLUMN (B): BUILD, MAINTAIN, AND STRENGTHEN JEWISH IDENTITY, COMMUNITY AND LIFE. DUE TO TAX SOFTWARE LIMITATIONS, CERTAIN QUESTIONS THAT SHOULD HAVE BEEN ANSWERED N/A WERE EITHER LEFT BLANK OR ANSWERED NO AS FOLLOWS: 1) PART IV, QUESTION 5, 24B, 24C, 24D 2) PART V, QUESTION 1C, 3B, 5C, 6B, 7G, 7H, 8, 9A, 9B 3) PART VI, QUESTION 10B, 16B 4) PART XI, QUESTION 3B 5) SCHEDULE J, QUESTION 1B, 2, 9
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Section B, Line 11
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990, Part IV, Line 12 & Part XI, Line 2A:
IRS990/ScheduleORequired0true
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10121 Steuart Street
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0San Francisco
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode094105
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/Form990ScheduleRPartII/EIN0941156533
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(c)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0CA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10Jewish Community Federation of SF
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0SEE STATEMENT
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus07
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg0true
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg0true
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg0false
IRS990ScheduleR/OtherTransferFromOtherOrg0false
IRS990ScheduleR/OtherTransferToOtherOrg0false
IRS990ScheduleR/PerformOfServicesByOtherOrgs0true
IRS990ScheduleR/PerformOfServicesForOtherOrgs0false
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg0false
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties0false
IRS990ScheduleR/ReimbursementPaidByOtherOrg0false
IRS990ScheduleR/ReimbursementPaidToOtherOrg0true
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs0false
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs0false
IRS990ScheduleR/SaleOfAssetsToOtherOrg0false
IRS990ScheduleR/SharingOfFacilities0true
IRS990ScheduleR/SharingOfPaidEmployees0true
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved019730
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved10
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved20
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved32400
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10Jewish Community Federation of San Francisco
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine11Jewish Community Federation of San Francisco
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine12Jewish Community Federation of San Francisco
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine13Jewish Community Federation of San Francisco
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0L
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType1M
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType2N

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.02$10.8$0.28$0.31$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.67$0.02$9.66$0.74$0.25$0.49
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.17$0.18$8.99$2.94$0.24$2.70
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.41$0.18$7.23$2.12$0.09$2.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.35$4.36$0.11$0.30$0.19
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$0.34$4.54$1.36$0.68$0.68
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.02$3.97$1.17$0.18$0.99
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.01$2.90$0.08$0.15$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.72$0.01$2.71$0.08$0.18$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.84$0.01$2.83$1.08$0.19$0.90
2014Detailed filing. Detailed filing data is available for this year.$2.19$0.01$2.18$0.07$0.14$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.01$2.08$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.01$2.09$0.11
2011Summary only. Only limited summary data is available for this year.$2.20$0.02$2.18$0.14$0.17$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.02$2.04$0.16