Civic Intelligence

Kenneth a Picerne Foundation

990PF • Fiscal year 2018 • EIN 43-2070561

Dec 01, 2017 to Nov 30, 2018 • Filed on Oct 15, 2019

Organization Profile
5000 Birch Street No 600Newport Beach, CA 92660

(949) 487-6262

Siviq Scores

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

Liabilities / Assets

40th percentile

0.11x

Higher debt load relative to assets than 40% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

24th percentile

$108,049

Higher top officer pay than 24% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

39th percentile

-0.0%

Faster asset growth than 39% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$29,034,978

Down $89 (-0.0%) from 2017

Net Assets

Down

$25,972,039

Down $777,315 (-2.9%) from 2017

Liabilities

Up

$3,062,939

Up $777,226 (+34%) from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2017

Expenses

Down

$777,315

Down $119,494 (-13%) from 2017

Net Income

Up

-$777,315

Up $119,494 (+13%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$30M$20M$10M$0Assets 2011: $29,030,561Liabilities 2011: $3,942,2642011Assets 2012: $29,027,622Liabilities 2012: $4,699,8762012Assets 2013: $29,036,492Liabilities 2013: $5,363,9502013Assets 2014: $29,184,044Liabilities 2014: $16,250Net Assets 2014: $29,167,7942014Assets 2015: $29,042,319Liabilities 2015: $532,718Net Assets 2015: $28,509,6012015Assets 2016: $29,029,027Liabilities 2016: $1,382,864Net Assets 2016: $27,646,1632016Assets 2017: $29,035,067Liabilities 2017: $2,285,713Net Assets 2017: $26,749,3542017Assets 2018: $29,034,978Liabilities 2018: $3,062,939Net Assets 2018: $25,972,0392018Assets 2019: $29,075,601Liabilities 2019: $2,045,402Net Assets 2019: $27,030,1992019Assets 2020: $29,028,208Liabilities 2020: $2,647,767Net Assets 2020: $26,380,4412020Assets 2021: $29,050,063Liabilities 2021: $3,556,340Net Assets 2021: $25,493,7232021Assets 2022: $29,063,673Liabilities 2022: $4,723,155Net Assets 2022: $24,340,5182022Assets 2023: $29,331,521Liabilities 2023: $6,525,056Net Assets 2023: $22,806,4652023Assets 2024: $29,033,656Liabilities 2024: $7,777,854Net Assets 2024: $21,255,8022024

Highlighted filing

2018

Assets$29,034,978
Liabilities$3,062,939
Net Assets$25,972,039
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $0Expenses 2011: $627,105Net Income 2011: -$627,1052011Revenue 2012: $0Expenses 2012: $760,551Net Income 2012: -$760,5512012Revenue 2013: $0Expenses 2013: $655,204Net Income 2013: -$655,2042013Revenue 2014: $6,168,562Expenses 2014: $673,310Net Income 2014: $5,495,2522014Revenue 2015: $0Expenses 2015: $658,193Net Income 2015: -$658,1932015Revenue 2016: $0Expenses 2016: $863,438Net Income 2016: -$863,4382016Revenue 2017: $0Expenses 2017: $896,809Net Income 2017: -$896,8092017Revenue 2018: $0Expenses 2018: $777,315Net Income 2018: -$777,3152018Revenue 2019: $1,975,000Expenses 2019: $916,840Net Income 2019: $1,058,1602019Revenue 2020: $0Expenses 2020: $649,758Net Income 2020: -$649,7582020Revenue 2021: $0Expenses 2021: $886,718Net Income 2021: -$886,7182021Revenue 2022: $0Expenses 2022: $1,153,205Net Income 2022: -$1,153,2052022Revenue 2023: $0Expenses 2023: $1,534,053Net Income 2023: -$1,534,0532023Revenue 2024: $0Expenses 2024: $1,550,663Net Income 2024: -$1,550,6632024

Highlighted filing

2018

Revenue$0
Expenses$777,315
Net Income-$777,315
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Oct 15, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICTOR D NELSONExecutive DirectorFT$105,000$3,049$108,049
KENNETH A PICERNEPresident & Chairman-$0--
JON D DEMORESTSecretary-$0--
KENNETH M GOLDENDirector-See FootnotePT$0--
LESLIE COREATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Kenneth a Picerne Foundation
EIN
43-2070561
Phone
9494876262
Address
5000 BIRCH STREET NO 600, NEWPORT BEACH, CA 92660

Signing Officer

Name
Kenneth a Picerne
Title
President & Chairman
Phone
9494876262
Signed
2019-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
4747 EXECUTIVE DRIVE SUITE 1300, SAN DIEGO, CA 92121
Preparer
Patricia J Mayer
Phone
8586271400
Raw XML AppendixShowing 400 of 504 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt017675
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt017675
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
CashDistributionExplnStmt/ExplanationTxt0SEE STATEMENT 15 AND 16 FOR EXPLANATION FOR CASH SET-ASIDE.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF FOOTNOTES
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART XII, LINE 3B
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990-PF, PART XII, LINE 3B
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DURING THE YEAR ENDED 11/30/2018, INDEPENDENT CONTRACTOR GOLDEN PROFESSIONAL CORPORATION WAS COMPENSATED $162,000 FOR PROGRAM CONSULTING. GOLDEN PROFESSIONAL CORPORATION IS OWNED BY BOARD OF DIRECTOR MEMBER, KENNETH GOLDEN.DURING THE YEAR ENDED 11/30/2018, THE PICERNE GROUP, A DISQUALIFIED PERSON, RECIEVED REIMBURSEMENT OF EXPENSES FOR PROFESSIONAL SERVICES RENDERED TO THE FOUNDATION TOTALING $50,238.DIRECTOR KENNETH A. PICERNE MADE CUMULATIVE LOANS OF $2,256,963 TO THEFOUNDATION TO COVER OPERATING NEEDS. THE LOANS WERE INTEREST FREE.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1KENNETH A. PICERNE FOUNDATIONFEIN: 43-2070561TAX YEAR: 2017STATEMENT WITH RESPECT TO SET ASIDES - CASH DISTRIBUTION TEST UNDER IRC 4942:1) NATURE AND PURPOSE OF THE SPECIFIC PROGRAM AND THE AMOUNT OF THE SET ASIDE.A. THE KENNETH A. PICERNE FOUNDATION ("FOUNDATION") IS ESTABLISHING A $400,000 SET ASIDE TO FURTHER EXPAND THE GLOBAL SUSTAINABILITY PROJECT ("GSP") AND THE EDUCATIONAL VISIONS PROGRAM ("EVP") WITH A WIDE RANGE OF SCHOOLS, EDUCATORS, HOSPITALS AND RESEARCHERS OVER A BROAD GEOGRAPHIC AREA DURING THE NEXT FIVE YEARS. THE SET ASIDE OF $400,000 WILL ALLOW TIME TO DEVELOP RELATIONSHIPS WITH EDUCATORS AND RESEARCHERS AT SCHOOLS AND HOSPITALS AND A PIPELINE OF QUALIFIED ORGANIZATIONS TO IMPLEMENT THE PROJECTS DESCRIBED BELOW.B. THE GSP AND EVP WILL BE PAID WITHIN THE 60-MONTH PERIOD BEGINNING DECEMBER 1, 2018 AND ENDING ON OR BEFORE NOVEMBER 30, 2023 AS THE PROJECTS DESCRIBED BELOW ARE IMPLEMENTED.C. THE GSP AND EVP WAS NOT COMPLETED BEFORE THE END OF THE TAXABLE YEAR ENDING NOVEMBER 30, 2018 IN WHICH THE SET ASIDE WAS MADE.D. STATEMENT SHOWING DISTRIBUTABLE AMOUNTS DETERMINED UNDER SECTION 4942(D) THE FOUNDATIONS START-UP AND FULL PAYMENT PERIODS ARE ATTACHED.E. STATEMENT SHOWING THE AGGREGATE AMOUNT OF ACTUAL PAYMENTS MADE IN CASH OR ITS EQUIVALENT, FOR PURPOSES DESCRIBED IN SECTION 170(C)(1) OR(2)(B), DURING EACH TAXABLE PERIOD IN THE FOUNDATION'S START-UP AND FULL-PAYMENTS PERIODS IS ATTACHED. 2) THE FOUNDATION'S EXPERIENCE WITH THE GSP PROGRAMS DEMONSTRATES THAT ESTABLISHING THEM IN A NEW GEOGRAPHIC AREA WILL TAKE APPROXIMATELY THREE YEARS. FOUNDATION REPRESENTATIVES NEED THIS TIME TO BUILD RELATIONSHIPS AND SECURE APPROVAL FROM SCHOOL DISTRICT SUPERINTENDENTS, SCHOOL BOARD MEMBERS AND PRINCIPALS.THE GSP REQUIRES 40 HOURS OF OFF CAMPUS FIELD WORK FOR HIGH SCHOOL STUDENTS LED BY LOCAL ENVIRONMENTAL NONPROFITS OR UNIVERSITIES, AND TRAVEL FOR 15 DAYS TO INTERNATIONAL FIELD WORK LOCATIONS. THESE PROGRAM REQUIREMENTS RAISE ISSUES THAT DISTRICT SUPERINTENDENTS AND SCHOOL BOARDS NEED TIME TO CONSIDER. IN ADDITION, QUALIFIED HIGH SCHOOL ADVANCED PLACEMENT BIOLOGY AND ENVIRONMENTAL STUDIES TEACHERS MUST BE IDENTIFIED AND ENCOURAGED TO DEVELOP THEIR INDIVIDUAL APPROACH TO THE RESEARCH PROJECTS AND THEN ENGAGE IN THE GSP APPLICATION PROCESS. AFTER TEACHERS AND HIGH SCHOOLS ARE SELECTED TO PARTICIPATE, PLANNING AND ADVANCE MEETINGS WITH STUDENTS AND PARENTS BEGIN ONE YEAR BEFORE THE PROGRAM BEGINS AT THE APPROVED HIGH SCHOOL. PLANNING AND MEETINGS ARE REQUIRED TO EDUCATE STUDENTS AND PARENTS ABOUT THE OPPORTUNITY TO PARTICIPATE AND ENCOURAGE THEM TO APPLY FOR THE PROGRAM. THE FOUNDATION'S EXPERIENCE WITH EVP PILOT PROGRAM DEMONSTRATES THAT ESTABLISHING IT IN A NEW GEOGRAPHIC AREA WILL TAKE APPROXIMATELY 3 TO 5 YEARS. FOUNDATION REPRESENTATIVES NEED THIS TIME TO BUILD RELATIONSHIPS WITH HOSPITALS, DISTRICT SUPERINTENDENTS, SCHOOL BOARD MEMBERS AND PRINCIPALS. THE INITIAL PROJECT FOR THE EVP IS ANTICIPATED TO IDENTIFY SCHOOLS AND HOSPITALS WITH OUTSTANDING EDUCATORS AND RESEARCHERS IN THE AREAS OF SCIENCE (INCLUDING MEDICINE), TECHNOLOGY, ENGINEERING, ART AND MATH ("STEAM"). THE IDEA IS TO WORK ON THE PLANNING AND CONSTRUCTION OF A FACILITY OR BUILDING, AS WELL AS, ASSISTING THE TEACHERS AND DOCTORS WITH ACQUIRING SUPPLIES AND DEVELOPMENT AND EXPANSION OF THE STEAM PROGRAMS AT SCHOOLS AND RESEARCH AT HOSPITALS.3) DETAILED DESCRIPTION OF THE PROJECTS:A. THE GSP WILL EXPAND AND CONTINUE TO SUPPORT A NUMBER OF SCHOOLS OVER A WIDE GEOGRAPHIC AREA WITH INCREASED INTERNATIONAL RESEARCH OPPORTUNITIES. THE GSP IS A YEAR LONG PROGRAM FOR HIGH SCHOOL JUNIORS. THE OBJECTIVE IS TO HELP FUTURE LEADERS DEVELOP AN UNDERSTANDING AND LIFE EXPERIENCE WITH ANOTHER CULTURE VERY DIFFERENT THAN THEIR OWN AND TO CONTRIBUTE THEIR SKILLS IN SUSTAINING THEIR ENVIRONMENT, BOTH LOCALLY AND INTERNATIONALLY. FOR THIS PROGRAM, THE FOUNDATION COLLABORATES WITH HIGH SCHOOL ADVANCED PLACEMENT BIOLOGY AND ENVIRONMENTAL STUDIES TEACHERS AND LOCAL AND INTERNATIONAL ENV
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2KENNETH PICERNE FOUNDATION FEIN: 43-2070561 TAX YEAR: 2017 START UP PERIOD - PRIVATE OPERATING FOUNDATION AMOUNTS DETERMINED UNDER IRC SETION 4942(D) FOR ALL PAST TAX YEARS IN THE ORGANIZATION'S START-UP AND FULL PAYMENT PERIODS. DISTRIBUTABLE REQUIRED MINIMUM YEAR AMOUNTS PERCENTAGE DISTRIBUTABLE AMOUNT 2004 590,699 20% 118,140 2005 496,675 40% 99,335 2006 833,849 60% 333,540 2007 525,365 80% 315,219 2008 526,240 100% 420,992 2009 578,146 100% 578,146 2010 455,510 100% 455,510 2011 548,818 100% 548,818 2012 605,439 100% 605,439 2013 762,617 100% 762,617 2014 658,034 100% 177,417 2015 788,400 100% 788,400 2016 854,693 100% 854,693 2017 854,538 100% 854,538 2018 887,371 100% 887,371 ACTUAL PAYMENTS MADE IN CASH OR EQUIVALENT FOR EXEMPT PURPOSES DURING EACH TAX RETURN IN THE ORGANIZATION'S START-UP AND FULL PAYMENT PERIODS.YEAR CASH EXCESS FROM MEETING START UP DISTRIBUTED PRIOR YEAR & FULL PAYMENT CUMULATIVE 2004 262,858 144,718 144,7182005 325,817 226,482 371,2002006 849,871 516,331 887,532 2007 824,801 509,582 1,397,1142008 637,991 216,999 1,614,113 2009 314,827 (263,319) 1,350,7942004 USED 2009 (144,718)2005 USED 2009 (118,601) C/F 2005 (107,881) 1,350,7942010* 1,116,753 661,243 2,012,037 EXPIRED 2005 (107,881) 1,904,1562011 764,531 215,713 2,119,869 EXPIRED 2006 (516,331)2012 658,900 53,461 1,656,999 EXPIRED 2007 (509,582)2013 667,643 (94,974) 1,052,4432008 USED 2013 (94,974)EXPIRED 2008 (122,025)2014 653,557 476,140 1,406,558 2015 512,771 (275,629) 745,315 2010 USED 2015 (275,629) 2010 EXPIRED (385,614) 2016* 566,848 (287,845) 457,4702011 USED 2016 (215,713)2012 USED 2016 (53,461)2014 USED 2016 (18,670)2017* 669,670 (217,701)2018 CF EXCESS DISTRIBUTIONS 239,769CARRYFORWARD FROM 2014*INCLUDES PRIOR YEAR SET ASIDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt029022467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt027000000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PICERNE INVESTMENT CORPORATION
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KENNETH A PICERNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JON D DEMOREST
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4LESLIE COREA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT & CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR-SEE FOOTNOTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TREASURER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15000 BIRCH STREET SUITE 600
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0793447
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0VICTOR NELSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05000 BIRCH STREET SUITE 600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWPORT BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092660
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09492671517
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.PICERNEFOUNDATION.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE KENNETH A. PICERNE FOUNDATION DEVELOPS AND SUPPORTS INNOVATIVE PROGRAMS THAT PROVIDE OPPORTUNITIES FOR INDIVIDUALS TO INCREASE THEIR ABILITIES, KNOWLEDGE, TALENT AND UNDERSTANDING IN WAYS THAT WILL HELP THEM BETTER CONTRIBUTE TO CREATING ACTIVE AND HEALTHY COMMUNITIES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THROUGH THE ARTIST OUTREACH PROJECT, THE FOUNDATION AWARDS GRANTS TO ACCOMPLISHED VISUAL, PERFORMING AND LITERARY ARTISTS, AGE 55 AND OLDER. THESE GRANTS SUPPORT THE ARTISTS' EFFORTS IN GIVING BACK TO THEIR COMMUNITY. EACH ARTIST SPENDS SIX TO EIGHT HOURS A WEEK WITH THE NON-PROFIT ORGANIZATION OF THEIR CHOICE, SHARING THEIR TALENT IN ARTS-BASED SERVICES THAT ARE BOTH EDUCATIONAL AND THERAPEUTIC. THE FOUNDATION PROVIDES SUPPORT AND DIRECTION TO ARTISTS AND PROVIDES FUNDING FOR MATERIALS DIRECTLY RELATED TO THE PROJECTS ARTISTS PURSUE WITH UNDERSERVED GROUPS OF ALL AGES. SINCE IT'S INCEPTION ARTIST OUTREACH GRANT RECIPIENTS PROVIDED SERVICES TO MORE THAN 16,000 INDIVIDUALS AT 137 NONPROFIT ORGANIZATIONS IN SAN DIEGO AND ORANGE COUNTY, CALIFORNIA.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0GLOBAL SUSTAINABILITY PROJECT (GSP) & MUSIC VISION (MV). GSP GIVES HIGH SCHOOL STUDENTS THE OPPORTUNITY TO ENGAGE IN ECOLOGICAL SUSTAINABILITY, BOTH LOCALLY AND INTERNATIONALLY. GSP BROADENS STUDENTS' UNDERSTANDING OF OTHER CULTURES AND TO INCREASES AWARENESS OF LOCAL AND GLOBAL ECOLOGICAL CONCERNS. THE FOUNDATION COLLABORATES WITH ADVANCED PLACEMENT SCIENCE TEACHERS IN SOUTHERN CA ON A YEARLONG PROGRAM WITH THREE COMPONENTS: (1) TRAVEL TO A WILDLIFE RESERVE IN SOUTH AFRICA ON A 12-DAY RESEARCH EXPEDITION TO AID SCIENTISTS STUDYING ECOLOGICAL SUSTAINABILITY AMONG AFRICA'S WILDLIFE. (2) RESEARCH & PRESENTATION TO LEARN MORE ABOUT THE ECOLOGY, HISTORY AND CULTURE OF SOUTH AFRICA. (3) FORTY-HOURS OF SERVICE DURING THE ACADEMIC YEAR AS A CITIZEN SCIENTIST WORKING ON A LOCAL PROJECT WITH A UNIVERSITY OR NONPROFIT THAT FOCUSES ON STEWARDSHIP AND SUSTAINABILITY. MVP ENHANCES MUSIC EDUCATION; PROVIDES IMPETUS TO THE TEACHERS CAREERS WITH INNOVATE PROGRAMS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0THE SOCIAL ENTREPRENEUR FUND PROVIDES 3-TO-5 YEARS OF SIGNIFICANT FLEXIBLE GENERAL OPERATING SUPPORT TO SOCIAL ENTREPRENEURIAL NONPROFIT ORGANIZATIONS DURING THE GROWTH PHASE OF ORGANIZATIONAL DEVELOPMENT. IN ADDITION, THE FOUNDATION PROVIDES ONGOING COACHING, MANAGEMENT CONSULTATION, ORGANIZATIONAL DEVELOPMENT, ADMINISTRATIVE TRAINING, AND DEVELOPMENT/FUNDRAISING ASSISTANCE. NONPROFITS, AND ENTREPRENEURIAL NONPROFIT LEADERS, CHOSEN FOR THE SOCIAL ENTREPRENEUR FUND HAVE A TRACK RECORD OF DEMONSTRATED SUCCESS AND HIGH POTENTIAL FOR GROWTH AND SOCIAL IMPACT.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0110331
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt06890
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2-1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SENIOR ARTIST PROJECT PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SENIOR ARTIST PROJECT PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SENIOR ARTIST PROJECT PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0REG 53.4945-4C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1REG 53.4945-4C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2REG 53.4945-4C
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2MYLA COLLIER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1OPEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2611 NORTH ROSE DRIVE 205
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN DIEGO
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt02256963
LoansFromOfficersSchedule/LoansFromOfficerGrp/InterestRt00.000000000000
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc0NONE
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0KENNETH A PICERNE
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanMaturityDt02017-12
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt02256963
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt0TO COVER OPERATING NEEDS
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt02015-02
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt0PRINCIPAL ONLY
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt0NONE
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0DIRECTOR
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER ASSET
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCRUAL TO CASH ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ARTIST OUTREACH SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4GLOBAL SUSTAINABILITY & MUSIC VISION PROJECTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6LICENSES AND PERMITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8PROFESSIONAL SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9PAYROLL SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11WEBSITE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12WORKERS COMPENSATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13SOCIAL ENTREPRENEURIAL FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14SET ASIDE OBLIGATION - 2016 FUNDED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc15SET ASIDE OBLIGATION - 2017
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt016132
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1190

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Filings

Displayed year

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

Open filing
Assets
$29,034,978
Liabilities
$3,062,939
Net assets
$25,972,039
Revenue
$0
Expenses
$777,315
Net income
-$777,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.0$7.78$21.3$0.00$1.55$1.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.3$6.53$22.8$0.00$1.53$1.53
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$4.72$24.3$0.00$1.15$1.15
2021Detailed filing. Detailed filing data is available for this year.$29.1$3.56$25.5$0.00$0.89$0.89
2020Detailed filing. Detailed filing data is available for this year.$29.0$2.65$26.4$0.00$0.65$0.65
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$2.05$27.0$1.98$0.92$1.06
2018Detailed filing. Detailed filing data is available for this year.$29.0$3.06$26.0$0.00$0.78$0.78
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.0$2.29$26.7$0.00$0.90$0.90
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.0$1.38$27.6$0.00$0.86$0.86
2015Detailed filing. Detailed filing data is available for this year.$29.0$0.53$28.5$0.00$0.66$0.66
2014Detailed filing. Detailed filing data is available for this year.$29.2$0.02$29.2$6.17$0.67$5.50
2013Summary only. Only limited summary data is available for this year.$29.0$5.36$0.00$0.66$0.66
2012Summary only. Only limited summary data is available for this year.$29.0$4.70$0.00$0.76$0.76
2011Summary only. Only limited summary data is available for this year.$29.0$3.94$0.00$0.63$0.63