Civic Intelligence

Joseph Pedott Perpetual Endowment Trust

990 • Fiscal year 2013 • EIN 41-2128778

Jul 01, 2012 to Jun 30, 2013 • Filed on May 01, 2014

Organization ProfileN/A
121 Steuart Street94105-1236
Siviq Scores

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

Liabilities / Assets

20th percentile

0.01x

Higher debt load relative to assets than 20% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

40th percentile

-0.3%

Faster asset growth than 40% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$2,094,233

Down $5,446 (-0.3%) from 2012

Net Assets

Down

$2,083,294

Down $5,622 (-0.3%) from 2012

Liabilities

Up

$10,939

Up $176 (+1.6%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$130,373

Up $18,281 (+16%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

2013

Assets$2,094,233
Liabilities$10,939
Net Assets$2,083,294
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2013

Revenue-
Expenses$130,373
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 1, 2014
Return Version
2012v2.1
Gross Receipts
$1,631,905
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
Raw XML AppendixShowing 400 of 425 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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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE ORGANIZATION ENDEAVORS TO MONITOR ITS GRANTS TO ENSURE THAT SUCH GRANTS ARE USED FOR PROPER PURPOSES AND NOT OTHERWISE DIVERTED FROM THEIR INTENDED USE. THIS IS ACCOMPLISHED BY REQUESTING RECIPIENT ORGANIZATIONS TO AFFIRM THAT FUNDS MUST BE USED SOLELY IN ACCORDANCE WITH THE GRANT REQUEST AND BUDGET ON WHICH THE GRANT WAS BASED AND THAT ANY FUNDS NOT EXPENDED FOR THE STATED PURPOSE ARE TO BE RETURNED TO THE ORGANIZATION. REPORTS ARE REQUESTED FROM TIME TO TIME AS APPROPRIATE.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
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IRS990ScheduleI/RecipientTable/PurposeOfGrant0SAT PREPARATION PROGRAM FOR STUDENTS AT JEFFERSON HS
IRS990ScheduleI/RecipientTable/PurposeOfGrant1GUARDIAN SCHOLARS PROGRAM AT SFSU
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IRS990ScheduleI/RecipientTable/PurposeOfGrant3GENERAL SUPPORT -BAY AREA PATHWAYS TO ADVANCEMENT PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrant4SUMMER SEARCH SAN FRANCISCO
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IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11THE UNIVERSITY CORPORATION SAN FRANCISCO STATE
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0FORM 990, PART VI, SECTION B, LINE 15: THE 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.
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IRS990ScheduleO/GeneralExplanation/Explanation0ERIC ALCOULOUMRE AND DEBBIE ALCOULOUMRE ARE BROTHER AND SISTER. JAMIE STRAUSZ-CLARK, SHERRY ETTELSON, AND DEBBIE ALCOULOUMRE ARE THE NIECES OF JOSEPH PEDOTT. ERIC ALCOULOUMRE IS THE NEPHEW OF JOSEPH PEDOTT.
IRS990ScheduleO/GeneralExplanation/Explanation1THE FORM 990 IS PREPARED BASED ON AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND WITH THE ASSISTANCE OF THE RELATED PARTY'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/Explanation2THE 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. 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/Explanation3THE ORGANIZATION IS A PART OF THE JEWISH COMMUNITY FEDERATION, A RELATED PARTY, THAT 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/Explanation4DUE TO TAX SOFTWARE LIMITATIONS, CERTAIN QUESTIONS THAT SHOULD HAVE BEEN ANSWERED N/A WERE LEFT BLANK AS FOLLOWS: 1) PART IV, QUESTION 11F, 20B, 24B, 24C, 24D, 35B 2) PART V, QUESTION 1C, 2B, 3B, 4B, 5C, 6B, 7B, 7D, 7G, 7H, 8, 9A, 9B, 10A, 10B, 11A, 11B, 12A, 12B, 13A, 13B, 13C, 14B 3) PART VI, QUESTION 10B, 16B 4) PART XII, QUESTION 3B 5) SCHEDULE J, QUESTION 1A, 1B, 2, 3, 9
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10121 STEUART STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0SAN FRANCISCO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode094105
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0941156533
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0CA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10JEWISH COMMUNITY FEDERATION OF SF
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0BUILD, MAINTAIN AND STRENGTHEN JEWISH IDENTITY, COMM AND LIFE
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0LINE 7
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs01
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved021501
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0CASH VALUE
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0M
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IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0CA
IRS990/StatesWhereCopyOfReturnIsFiled0CA
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IRS990/TaxablePartyNotification00
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IRS990/TermOrPermanentEndowments00
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IRS990/TheBooksAreInCareOf/AddressUS/City0SAN FRANCISCO
IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode0941051236
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10HOLDEN LEE CFO
IRS990/TheBooksAreInCareOf/TelephoneNumber04157770411
IRS990/TotalAssets/BOY02099679
IRS990/TotalAssetsBOY02099679
IRS990/TotalAssets/EOY02094233
IRS990/TotalAssetsEOY02094233
IRS990/TotalCompGT150K01
IRS990/TotalExpensesCurrentYear0130373
IRS990/TotalExpensesPriorYear0112092
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral025873
IRS990/TotalFunctionalExpenses/ProgramServices0104500
IRS990/TotalFunctionalExpenses/Total0130373
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY010763
IRS990/TotalLiabilitiesBOY010763
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IRS990/TotalLiabilitiesEOY010939
IRS990/TotalLiabNetAssetsFundBalances/BOY02099679
IRS990/TotalLiabNetAssetsFundBalances/EOY02094233
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
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IRS990/TotalNetAssetsFundBalances/EOY02083294
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IRS990/TotalReportableCompFromOrg00
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IRS990/TotalRevenue/ExclusionAmount0144302
IRS990/TotalRevenuePriorYear062487
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IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationTrust0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,094,233
Liabilities
$10,939
Net assets
$2,083,294
Revenue
-
Expenses
$130,373
Net income
-
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