Civic Intelligence

Onelegacy Foundation

990 • Fiscal year 2015 • EIN 45-2936915

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

221 South Figueroa Street No 500Los Angeles, CA 90012

(213) 229-5600

Siviq Scores

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

Liabilities / Assets

25th percentile

0.05x

Higher debt load relative to assets than 25% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.32x

Higher debt load relative to revenue than 57% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

94th percentile

$743,440

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

48th percentile

0.7%

Faster asset growth than 48% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-52%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Up

$21,364,419

Up $138,293 (+0.7%) from 2014

Net Assets

Down

$20,305,844

Down $2,705 (-0.0%) from 2014

Liabilities

Up

$1,058,575

Up $140,998 (+15%) from 2014

Revenue

Down

$3,279,595

Down $3,540,398 (-52%) from 2014

Expenses

Down

$2,389,515

Down $373,722 (-14%) from 2014

Net Income

Down

$890,080

Down $3,166,676 (-78%) from 2014

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $5,508,043Liabilities 2011: $412,165Net Assets 2011: $5,095,8782011Assets 2012: $10,863,319Liabilities 2012: $485,735Net Assets 2012: $10,377,5842012Assets 2013: $17,049,323Liabilities 2013: $937,388Net Assets 2013: $16,111,9352013Assets 2014: $21,226,126Liabilities 2014: $917,577Net Assets 2014: $20,308,5492014Assets 2015: $21,364,419Liabilities 2015: $1,058,575Net Assets 2015: $20,305,8442015Assets 2016: $32,797,462Liabilities 2016: $3,582,099Net Assets 2016: $29,215,3632016Assets 2017: $28,710,285Liabilities 2017: $325,311Net Assets 2017: $28,384,9742017Assets 2018: $36,000,379Liabilities 2018: $325,127Net Assets 2018: $35,675,2522018Assets 2019: $39,620,178Liabilities 2019: $1,312,275Net Assets 2019: $38,307,9032019Assets 2020: $40,478,737Liabilities 2020: $1,054,749Net Assets 2020: $39,423,9882020Assets 2021: $43,511,180Liabilities 2021: $1,406,366Net Assets 2021: $42,104,8142021Assets 2022: $29,070,719Liabilities 2022: $749,878Net Assets 2022: $28,320,8412022Assets 2023: $29,200,104Liabilities 2023: $986,888Net Assets 2023: $28,213,2162023Assets 2024: $30,242,253Liabilities 2024: $961,196Net Assets 2024: $29,281,0572024

Highlighted filing

2015

Assets$21,364,419
Liabilities$1,058,575
Net Assets$20,305,844

Operations Trend

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

$20M$10M$0-$10MRevenue 2011: $5,443,419Expenses 2011: $347,541Net Income 2011: $5,095,8782011Revenue 2012: $7,152,022Expenses 2012: $1,893,962Net Income 2012: $5,258,0602012Revenue 2013: $7,696,644Expenses 2013: $2,501,545Net Income 2013: $5,195,0992013Revenue 2014: $6,819,993Expenses 2014: $2,763,237Net Income 2014: $4,056,7562014Revenue 2015: $3,279,595Expenses 2015: $2,389,515Net Income 2015: $890,0802015Revenue 2016: $14,396,750Expenses 2016: $6,202,914Net Income 2016: $8,193,8362016Revenue 2017: $2,518,702Expenses 2017: $4,774,854Net Income 2017: -$2,256,1522017Revenue 2018: $13,139,345Expenses 2018: $3,695,629Net Income 2018: $9,443,7162018Revenue 2019: $7,778,630Expenses 2019: $5,699,167Net Income 2019: $2,079,4632019Revenue 2020: $729,438Expenses 2020: $2,859,444Net Income 2020: -$2,130,0062020Revenue 2021: $4,305,884Expenses 2021: $3,653,703Net Income 2021: $652,1812021Revenue 2022: $6,075,546Expenses 2022: $12,095,803Net Income 2022: -$6,020,2572022Revenue 2023: $4,317,664Expenses 2023: $6,043,428Net Income 2023: -$1,725,7642023Revenue 2024: $7,019,880Expenses 2024: $6,337,553Net Income 2024: $682,3272024

Highlighted filing

2015

Revenue$3,279,595
Expenses$2,389,515
Net Income$890,080
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$6,957,457
Mission and Program Overview

Mission

To save and heal lives by inspiring and advancing donation and transplantation through research, public education and honoring donors whose legacies live on.

THE ONELEGACY FOUNDATION WAS CREATED TO SUPPORT THE MISSION OF ONELEGACY IN RAISING FUNDS AND PUBLIC AWARENESS IN SUPPORT OF ORGAN, eye AND TISSUE DONATION RESEARCH AND EDUCATION AND PROVIDING HEALING TO THE FAMILIES WE SERVE.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$20,261,422$19,989,713▼ $271,709
Savings and Temporary Cash Investments$891,530$887,024▼ $4,506
Accounts Receivable$25,728$429,638▲ $403,910
Prepaid Expenses and Deferred Charges$31,594$54,081▲ $22,487
Land, Buildings, and Equipment, Net$15,852$3,963▼ $11,889
Total Assets$21,226,126$21,364,419▲ $138,293
Liabilities
Accounts Payable and Accrued Expenses$917,577$1,058,575▲ $140,998
Total Liabilities$917,577$1,058,575▲ $140,998
Net Assets / Fund Balance
Unrestricted Net Assets$19,984,228$19,976,242▼ $7,986
Temporarily Rstr Net Assets$324,321$329,602▲ $5,281
Total Net Assets Fund Balance$20,308,549$20,305,844▼ $2,705
Total Liabilities and Net Assets / Fund Balance$21,226,126$21,364,419▲ $138,293

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,963$31,705$35,668
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Grey AnneExecutive Director (thru 9/2/15)FT$137,772$16,453$154,225
Chertok WilliamChair--$103,500$103,500
Bohrer GloriaSecretary--$43,000$43,000
Gallio WilliamDirector--$37,333$37,333
Crandall Earl EDirectorPT-$34,500$34,500
Rosenthal TomDIREctor--$29,500$29,500

Board Members and Trustees

NameTitle
Mone ThomasCEO
Graft DavidCFO (Thru 8/31/2015)
Garimella ChowdaryCOO/CIO
Revenue and Support

Revenue Composition

Contributions and Grants
$2,553,679
Program Service Revenue
$102,978
Investment Income
$622,938
Other Revenue
$0
All Other Contributions
$1,441,679
Change in Net Assets
$890,080
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,693,216
Grants and Similar Amounts Paid$350,464
Salaries, Compensation, and Employee Benefits$345,835
Total Fundraising Expense$88,108
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$350,464--$350,464
Other Salaries and Wages$189,742$44,747$44,747$279,236
Advertising$113,755-$17,671$131,426
Fees for Service Investment Mgmnt Fees-$81,837-$81,837
Information Technology$35,321$21,154-$56,475
Fees for Services Management$22,707$26,795$4,940$54,442
Other Employee Benefits$26,587$7,721$7,721$42,029
Office Expenses$35,095$1,224$1,094$37,413
Travel$26,534$3,661-$30,195
Conferences and Meetings$21,388$1,125-$22,513
Payroll Taxes$12,245$3,217$3,217$18,679
Insurance$13,354--$13,354
Depreciation Depletion$4,755-$7,134$11,889
Fees for Services Other$5,000$5,360-$10,360
Fees for Services Legal$2,252$4,504$751$7,507
Pension Plan Contributions$4,225$833$833$5,891
Other Expenses$6,362$5,782-$5,782
All Other Expenses$3,208--$3,208
Total Functional Expenses$2,087,211$214,196$88,108$2,389,515
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Regents of University of California Los AngelesLos Angeles, CA501(c)(3)General Support$85,750
Altamed Health Services CorpLos Angeles, CA501(c)(3)General Support$52,000
Ucla Health System AuxiliaryLos Angeles, CA501(c)(3)General Support$30,000
Make a Wish Foundation of Greater Los AngelesLos Angeles, CA501(c)(3)General Support$25,000
University of Southern CaliforniaLos Angeles, CA501(c)(3)General Support$20,000
Transplant Games-team Southern California IncRiverside, CA501(c)(3)General Support$19,496
Cal State Fullerton Philanthropic FoundationFullerton, CA501(c)(3)General Support$10,000
Comfort Zone Camp IncRichmond, CA501(c)(3)General Support$10,000
Los Angeles Countyusc Medical Center Auxiliary CaresLos Angeles, CA501(c)(3)General Support$10,000
The Unforgettables FoundationRedlands, CA501(c)(3)General Support$10,000
University Kidney Research OrganizationLos Angeles, CA501(c)(3)General Support$10,000
Driving School Association of CaliforniaLake Forest, CA501(c)(6)General Support$8,000
Los Angeles Area Chamber of CommerceLos Angeles, CA501(c)(6)General Support$7,500
National Health FoundationLos Angeles, CA501(c)(3)General Support$7,500
CHILDREN'S HOSPITAL OF LOS ANGELESLos Angeles, CA501(c)(3)General Support$7,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

OneLegacy is the sole member of the organization, elects directors and approves significant decisions made by the board of directors.

Form 990, Part VI, Section A, line 7A

As defined in the sole member's bylaws, THE REGENTS OF THE UNIVERSITY OF CALIFORNIA HAS ONE DESIGNATED SEAT ON THE ORGANIZATION'S BOARD.

Form 990, Part VI, Section A, line 7B

See explanation for line 6

Form 990, Part VI, Section B, line 11

The Board of Directors' audit committee, on behalf of the board, reviews and, after any inquiries are addressed and resolved, approves the Form 990 prior to filing. Upon filing, the form 990 is provided to all board members via the board portal. The Board of Directors' Human Resources and Compensation Committee reviews and, after any inquiries are addressed and resolved, approves (only) the specific disclosure components for Directors, Officers and Other Highly Compensated Employees in the Annual IRS Form 990, Return of Organization Exempt from Income Tax prior to filing.

Form 990, Part VI, Section B, line 12C

The organization monitors annually the compliance of their conflict of interest policies through various levels of review. Human resources monitors employee conflicts of interest, if any. The ceo and cfo monitor the board of directors and officer conflicts of interest, if any.

Form 990, Part VI, Section B, line 15

Compensation for the CEO, Executive Director or top management official are determined by a related organization that used one or more of the methods described to establish compensation.

Form 990, Part VI, Section C, line 18

Form 990 is available on Guidestar.

Form 990, Part VI, Section C, line 19

The organization makes its governing documents, conflicts of interest policy and financial statements available to the public upon request during business hours.

Filing and Contact Details

Filer

Filer Name
OneLegacy Foundation
EIN
45-2936915
Phone
2132295600
Address
221 South Figueroa Street No 500, Los Angeles, CA 90012

Signing Officer

Name
Cynthia Perley
Title
CFO
Phone
2132295600
Signed
2016-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas D Mone
Formed
2011
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
4
Employees
4
Volunteers
1,957

Preparer

Firm
Moss Adams LLP
Address
3121 W March Ln Ste 200, Stockton, CA 95219-2367
Preparer
Joua V Lo
Phone
2099556100
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

The Organization accounts for uncertain tax positions in accordance with the provisions of FASB ASC 740-10, "Income Taxes," which prescribes a recognition threshold of more likely than not and a measurement process for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. In making this assessment, the Organization must determine whether it is more likely than not that a tax position will be sustained upon examination, based solely on the technical merits of the position, and must assume that the tax position will be examined by taxing authorities. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosure of uncertain income tax positions are required. The Organization's policy is to include interest and penalties related to unrecognized tax benefits in income tax expense. The Organization did not incur any interest or penalties during the years ended December 31, 2015 and 2014. The Organization files information returns with the Internal Revenue Service ("IRS") and the state of California.

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IRS990/InformationTechnologyGrp/ProgramServicesAmt035321
IRS990/InformationTechnologyGrp/TotalAmt056475
IRS990/InsuranceGrp/ProgramServicesAmt013354
IRS990/InsuranceGrp/TotalAmt013354
IRS990/InvestmentIncomeGrp/ExclusionAmt0580921
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0580921
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt020261422
IRS990/InvestmentsPubTradedSecGrp/EOYAmt019989713
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt031705
IRS990/LandBldgEquipBasisNetGrp/BOYAmt015852
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03963
IRS990/LandBldgEquipCostOrOtherBssAmt035668
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03677862
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To save and heal lives by inspiring and advancing donation and transplantation through research, public education and honoring donors whose legacies live on.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt020308549
IRS990/NetAssetsOrFundBalancesEOYAmt020305844
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt042017
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt042017
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-892785
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01094
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01224
IRS990/OfficeExpensesGrp/ProgramServicesAmt035095
IRS990/OfficeExpensesGrp/TotalAmt037413
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07721
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07721
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt026587
IRS990/OtherEmployeeBenefitsGrp/TotalAmt042029
IRS990/OtherExpensesGrp/Desc0Education Program Expen
IRS990/OtherExpensesGrp/Desc1EMPLOYMENT EXPENSES
IRS990/OtherExpensesGrp/Desc2Event expenses
IRS990/OtherExpensesGrp/Desc3DUES & mEMBERSHIPS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06236
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15782
IRS990/OtherExpensesGrp/ProgramServicesAmt01206802
IRS990/OtherExpensesGrp/ProgramServicesAmt17415
IRS990/OtherExpensesGrp/ProgramServicesAmt26362
IRS990/OtherExpensesGrp/TotalAmt01206802
IRS990/OtherExpensesGrp/TotalAmt113651
IRS990/OtherExpensesGrp/TotalAmt26362
IRS990/OtherExpensesGrp/TotalAmt35782
IRS990/OtherInd0X
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt044747
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt044747
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0189742
IRS990/OtherSalariesAndWagesGrp/TotalAmt0279236
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03217
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03217
IRS990/PayrollTaxesGrp/ProgramServicesAmt012245
IRS990/PayrollTaxesGrp/TotalAmt018679
IRS990/PensionPlanContributionsGrp/FundraisingAmt0833
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0833
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04225
IRS990/PensionPlanContributionsGrp/TotalAmt05891
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt031594
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt054081
IRS990/PrincipalOfficerNm0Thomas D Mone
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0RUNWALK
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0102978
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0102978
IRS990/ProgSrvcAccomActy2Grp/Desc0DONATE LIFE ROSE PARADE FLOAT - THE DONATE LIFE ROSE PARADE FLOAT UNITES THE NATION'S DISTINCT DONATION AND TRANSPLANTATION COMMUNITIES TO PROMOTE A SINGLE, POSITIVE MESSAGE OF INSPIRATION, CARING, AND SAVING LIVES THROUGH ORGAN, EYE AND TISSUE DONATION THAT EFFECTIVELY REACHES TENS OF MILLIONS OF PEOPLE NATIONALLY AND INTERNATIONALLY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01161014
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0DONATE LIFE RUN WALK - THE LARGEST EVENT OF ITS KIND IN THE NATION INSPIRING PEOPLE TO BECOME ORGAN, eye AND TISSUE DONORS, THE EVENT REACHES THOUSANDS OF PEOPLE DURING APRIL, WHICH IS DONATE LIFE MONTH. THE PROGRAM IS A FULL MONTH OF EVENTS TO DRAW ATTENTION TO THE NEED FOR ORGAN, EYE, AND TISSUE DONATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0426315
IRS990/ProgSrvcAccomActy3Grp/GrantAmt044614
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0102978
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Global leadership symposium- focused to provide information on all aspects of the donation process as well as leadership skills to help emerging leaders in donation from around the world.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt06361
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05120229
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0125713
IRS990/PYInvestmentIncomeAmt0613062
IRS990/PYOtherExpensesAmt02137896
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01086702
IRS990/PYRevenuesLessExpensesAmt04056756
IRS990/PYSalariesCompEmpBnftPaidAmt0499628
IRS990/PYTotalExpensesAmt02763237
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06819993
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0890080
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt01112000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0891530
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0887024
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02553679
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05120229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06384018
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06323129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05504739
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt025885794
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0580921
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0618601
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0294706
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt089430
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0514
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01584172
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03330663
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt04544582
IRS990ScheduleA/SubstantialContributorsTotAmt021341212
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02553679
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05120229
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06384018
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06323129
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05504739
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt025885794
IRS990ScheduleA/TotalSupportAmt027469966
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03963
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt031705
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt035668
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization accounts for uncertain tax positions in accordance with the provisions of FASB ASC 740-10, "Income Taxes," which prescribes a recognition threshold of more likely than not and a measurement process for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. In making this assessment, the Organization must determine whether it is more likely than not that a tax position will be sustained upon examination, based solely on the technical merits of the position, and must assume that the tax position will be examined by taxing authorities. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosure of uncertain income tax positions are required. The Organization's policy is to include interest and penalties related to unrecognized tax benefits in income tax expense. The Organization did not incur any interest or penalties during the years ended December 31, 2015 and 2014. The Organization files information returns with the Internal Revenue Service ("IRS") and the state of California.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03963
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt18000
IRS990ScheduleI/RecipientTable/CashGrantAmt27000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt425000
IRS990ScheduleI/RecipientTable/CashGrantAmt57500
IRS990ScheduleI/RecipientTable/CashGrantAmt67500
IRS990ScheduleI/RecipientTable/CashGrantAmt710000
IRS990ScheduleI/RecipientTable/CashGrantAmt819496
IRS990ScheduleI/RecipientTable/CashGrantAmt910000
IRS990ScheduleI/RecipientTable/CashGrantAmt1052000
IRS990ScheduleI/RecipientTable/CashGrantAmt1185750
IRS990ScheduleI/RecipientTable/CashGrantAmt1210000
IRS990ScheduleI/RecipientTable/CashGrantAmt1330000
IRS990ScheduleI/RecipientTable/CashGrantAmt1420000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CAL STATE FULLERTON PHILANTHROPIC FOUNDATION

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.2$0.96$29.3$7.02$6.34$0.68
2023Detailed filing. Detailed filing data is available for this year.$29.2$0.99$28.2$4.32$6.04$1.73
2022Detailed filing. Detailed filing data is available for this year.$29.1$0.75$28.3$6.08$12.1$6.02
2021Detailed filing. Detailed filing data is available for this year.$43.5$1.41$42.1$4.31$3.65$0.65
2020Detailed filing. Detailed filing data is available for this year.$40.5$1.05$39.4$0.73$2.86$2.13
2019Detailed filing. Detailed filing data is available for this year.$39.6$1.31$38.3$7.78$5.70$2.08
2018Detailed filing. Detailed filing data is available for this year.$36.0$0.33$35.7$13.1$3.70$9.44
2017Detailed filing. Detailed filing data is available for this year.$28.7$0.33$28.4$2.52$4.77$2.26
2016Detailed filing. Detailed filing data is available for this year.$32.8$3.58$29.2$14.4$6.20$8.19
2015Detailed filing. Detailed filing data is available for this year.$21.4$1.06$20.3$3.28$2.39$0.89
2014Summary only. Only limited summary data is available for this year.$21.2$0.92$20.3$6.82$2.76$4.06
2013Summary only. Only limited summary data is available for this year.$17.0$0.94$16.1$7.70$2.50$5.20
2012Summary only. Only limited summary data is available for this year.$10.9$0.49$10.4$7.15$1.89$5.26
2011Summary only. Only limited summary data is available for this year.$5.51$0.41$5.10$5.44$0.35$5.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $10M-$25M nonprofits