Civic Intelligence

James Cooley Historic Foundation

990PF • Fiscal year 2019 • EIN 43-1978730

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 13, 2020

Refreshing map…

4233 Park BlvdSan Diego, CA 92103

(619) 296-3112

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

55th percentile

3.2%

Faster asset growth than 55% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-79%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$10,086

Up $5,618 (+126%) from 2016

Net Assets

Up

$10,086

Up $5,618 (+126%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$1,879

Down $1,031 (-35%) from 2016

Expenses

Up

$1,565

Up $1,160 (+286%) from 2016

Net Income

Down

$314

Down $2,191 (-87%) from 2016

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2011: $11,383Liabilities 2011: $12011Assets 2012: $12,103Liabilities 2012: $0Net Assets 2012: $12,1032012Assets 2013: $13,000Liabilities 2013: $0Net Assets 2013: $13,0002013Assets 2014: $14,553Liabilities 2014: $12014Assets 2015: $14,553Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $4,468Liabilities 2016: $0Net Assets 2016: $4,4682016Assets 2019: $10,086Liabilities 2019: $0Net Assets 2019: $10,0862019Assets 2020: $9,956Liabilities 2020: $0Net Assets 2020: $9,9562020Assets 2021: $8,673Liabilities 2021: $0Net Assets 2021: $8,6732021Assets 2022: $15,167Liabilities 2022: $0Net Assets 2022: $15,1672022Assets 2023: $15,157Liabilities 2023: $3,2512023Assets 2024: $15,027Liabilities 2024: $8,729Net Assets 2024: $6,2982024

Highlighted filing

2019

Assets$10,086
Liabilities$0
Net Assets$10,086

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $1,640Expenses 2011: $975Net Income 2011: $6652011Expenses 2012: $8862012Revenue 2013: $2,185Expenses 2013: $1,288Net Income 2013: $8972013Revenue 2014: $3,030Expenses 2014: $1,477Net Income 2014: $1,5532014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $2,910Expenses 2016: $405Net Income 2016: $2,5052016Revenue 2019: $1,879Expenses 2019: $1,565Net Income 2019: $3142019Revenue 2020: $2,513Expenses 2020: $2,643Net Income 2020: -$1302020Revenue 2021: $4,518Expenses 2021: $5,801Net Income 2021: -$1,2832021Revenue 2022: $20,306Expenses 2022: $13,812Net Income 2022: $6,4942022Revenue 2023: $6,306Expenses 2023: $9,567Net Income 2023: -$3,2612023Revenue 2024: $4,430Expenses 2024: $10,038Net Income 2024: -$5,6082024

Highlighted filing

2019

Revenue$1,879
Expenses$1,565
Net Income$314
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 13, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARMEN L COOLEYChairwomanPT$0--
ANITA STORINSKYSecretaryPT$0--
JOSEPHINE ELSE BRAVOBoard Member-$0--
CARMEN SOLEDAD GRAHAMBoard MemberPT$0--
FRANK TALIAFERROBoard Member-$0--
HANK HISKESBoard Member-$0--
DR WILLIAM STANTONBoard Member-$0--
STEVE GAMESBoard Member-$0--
BENJAMIN GRAHAMBoard Member-$0--
FRED ENSTROMBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
James Cooley Historic Foundation
EIN
43-1978730
Phone
6192963112
Address
4233 PARK BLVD, SAN DIEGO, CA 92103

Signing Officer

Name
Carmen L Cooley
Title
Chairwoman
Phone
6192963112
Signed
2020-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Kirk H Riley Attorney at Law
Address
PO BOX 1268, LA MESA, CA 91944-1268
Preparer
Kirk H Riley
Phone
6193035040
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARMEN L COOLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRWOMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06192963112
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES COOLEY HISTORIC FOUNDATION
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ReturnHeader/FilingSecurityInformation/IPTm018:08:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330294665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KIRK H RILEY ATTORNEY AT LAW
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ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIRK H RILEY

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