Civic Intelligence

Kugelman Family Foundation

EIN 45-3958542 • Newport Coast, CA

1 Pacific MistNewport Coast, CA 92657
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

66th percentile

5.9%

Faster asset growth than 66% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-43%

Faster revenue growth than 21% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$420,530

Up $23,566 (+5.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$420,530

Up $23,566 (+5.9%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin72nd percentile

Revenue

Down

$135,952

Down $103,720 (-43%) from 2023

Expenses

Down

$112,386

Down $35,726 (-24%) from 2023

Net Income

Down

$23,566

Down $67,994 (-74%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $175,281Liabilities 2011: $02011Assets 2012: $496,665Liabilities 2012: $0Net Assets 2012: $496,6652012Assets 2013: $434,385Liabilities 2013: $0Net Assets 2013: $434,3852013Assets 2014: $408,852Liabilities 2014: $0Net Assets 2014: $408,8522014Assets 2015: $339,389Liabilities 2015: $0Net Assets 2015: $339,3892015Assets 2016: $342,760Liabilities 2016: $0Net Assets 2016: $342,7602016Assets 2017: $320,134Liabilities 2017: $0Net Assets 2017: $320,1342017Assets 2018: $336,203Liabilities 2018: $10Net Assets 2018: $336,1932018Assets 2019: $432,829Liabilities 2019: $10Net Assets 2019: $432,8192019Assets 2020: $326,804Liabilities 2020: $0Net Assets 2020: $326,8042020Assets 2021: $345,048Liabilities 2021: $0Net Assets 2021: $345,0482021Assets 2022: $305,404Liabilities 2022: $0Net Assets 2022: $305,4042022Assets 2023: $396,964Liabilities 2023: $0Net Assets 2023: $396,9642023Assets 2024: $420,530Liabilities 2024: $0Net Assets 2024: $420,5302024

Highlighted filing

2024

Assets$420,530
Liabilities$0
Net Assets$420,530
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2011: $237,481Expenses 2011: $62,200Net Income 2011: $175,2812011Expenses 2012: $75,9132012Revenue 2013: $3,685Expenses 2013: $65,965Net Income 2013: -$62,2802013Revenue 2014: $8,777Expenses 2014: $34,310Net Income 2014: -$25,5332014Revenue 2015: -$1,438Expenses 2015: $68,025Net Income 2015: -$69,4632015Revenue 2016: $56,421Expenses 2016: $53,050Net Income 2016: $3,3712016Revenue 2017: $65,234Expenses 2017: $87,860Net Income 2017: -$22,6262017Revenue 2018: $98,269Expenses 2018: $82,210Net Income 2018: $16,0592018Revenue 2019: $207,445Expenses 2019: $110,820Net Income 2019: $96,6252019Revenue 2020: $119,436Expenses 2020: $225,445Net Income 2020: -$106,0092020Revenue 2021: $206,563Expenses 2021: $188,319Net Income 2021: $18,2442021Revenue 2022: $22,907Expenses 2022: $62,551Net Income 2022: -$39,6442022Revenue 2023: $239,672Expenses 2023: $148,112Net Income 2023: $91,5602023Revenue 2024: $135,952Expenses 2024: $112,386Net Income 2024: $23,5662024

Highlighted filing

2024

Revenue$135,952
Expenses$112,386
Net Income$23,566
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$420,530
Liabilities
$0
Net assets
$420,530
Revenue
$135,952
Expenses
$112,386
Net income
$23,566
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$1.36$1.12$0.24
2023Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$2.40$1.48$0.92
2022Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.23$0.63$0.40
2021Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$2.07$1.88$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$1.19$2.25$1.06
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$2.07$1.11$0.97
2018Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.98$0.82$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.65$0.88$0.23
2016Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.56$0.53$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.01$0.68$0.69
2014Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.09$0.34$0.26
2013Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.04$0.66$0.62
2012Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.76
2011Summary only. Only limited summary data is available for this year.$1.75$0.00$2.37$0.62$1.75
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lawrence N KugelmanTreasurer-$0--
Dulcie A KugelmanPresident & CEOPT$0--
Filing and Contact Details

Filer

Filer Name
Kugelman Family Foundation
EIN
45-3958542
Phone
9493107611
Address
1 PACIFIC MIST, NEWPORT COAST, CA 92657

Signing Officer

Name
Dulcie A Kugelman
Title
President
Signed
2025-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Marc Harper CPA
Address
18141 Joshua Lane, Santa Ana, CA 92705
Preparer
Marc D Harper
Phone
7142693980
Raw XML Appendix357 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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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Dulcie Kugelman
IRS990PF/StatementsRegardingActyGrp/PhoneNum09493107611
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SHARE OUR SELVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ST MARK PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2UCI FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ST MARY'S SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CENTER FOR INTL EXPERIENTIAL LEARNI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5LANA'I COMMUNITY ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6KENTFIELD SCHOOL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7CHAPMAN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01550 Superior Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12200 SAN JOAQUIN HILLS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2100 THEORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt37 PURSUIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41312 1/2 MONTANA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5730 LANAI AVE STE 108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6750 COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7ONE UNIVERSTIRY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Costa Mesa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ALISO VIEJO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LANAI CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6KENTFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7ORANGE
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0166617
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0220790
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt089355
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt089355
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0665078
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0105960
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0133312
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt038399
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0166617
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0220790
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0105960
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0105960
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0754433
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0648473
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Dulcie Kugelman
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01 PACIFIC MIST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEWPORT COAST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092657
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0125000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHECK STOCK
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt085
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02531
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt13800
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA PF TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dulcie A Kugelman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KUGELMAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KUGE
ReturnHeader/Filer/EIN0453958542
ReturnHeader/Filer/PhoneNum09493107611
ReturnHeader/Filer/USAddress/AddressLine1Txt01 PACIFIC MIST
ReturnHeader/Filer/USAddress/CityNm0NEWPORT COAST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092657
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461502001
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marc Harper CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018141 Joshua Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Ana
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092705
ReturnHeader/PreparerPersonGrp/PhoneNum07142693980
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marc D Harper
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-15T20:52:46-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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