Civic Intelligence

The Sarah Lee Pascoe Foundation

990PF • Fiscal year 2017 • EIN 46-5151924

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile
4615 Camden DriveCorona Del Mar, CA 92625

(949) 721-0177

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-60%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$332,849

Up $34,126 (+11%) from 2016

Net Assets

Up

$332,849

Up $34,126 (+11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin90th percentile

Revenue

Down

$67,331

Down $102,779 (-60%) from 2016

Expenses

Up

$37,748

Up $6,802 (+22%) from 2016

Net Income

Down

$29,583

Down $109,581 (-79%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$800K$600K$400K$200K$0Assets 2014: $80,679Liabilities 2014: $0Net Assets 2014: $80,6792014Assets 2016: $298,723Liabilities 2016: $0Net Assets 2016: $298,7232016Assets 2017: $332,849Liabilities 2017: $0Net Assets 2017: $332,8492017Assets 2018: $344,584Liabilities 2018: $0Net Assets 2018: $344,5842018Assets 2019: $353,548Liabilities 2019: $0Net Assets 2019: $353,5482019Assets 2020: $428,374Liabilities 2020: $0Net Assets 2020: $428,3742020Assets 2021: $561,845Liabilities 2021: $12021Assets 2022: $409,525Liabilities 2022: $0Net Assets 2022: $409,5252022Assets 2023: $383,822Liabilities 2023: $12023Assets 2024: $731,229Liabilities 2024: $0Net Assets 2024: $731,2292024

Highlighted filing

2017

Assets$332,849
Liabilities$0
Net Assets$332,849
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $80,679Expenses 2014: $0Net Income 2014: $80,6792014Revenue 2016: $170,110Expenses 2016: $30,946Net Income 2016: $139,1642016Revenue 2017: $67,331Expenses 2017: $37,748Net Income 2017: $29,5832017Revenue 2018: $171,379Expenses 2018: $159,644Net Income 2018: $11,7352018Revenue 2019: $89,385Expenses 2019: $80,421Net Income 2019: $8,9642019Revenue 2020: $238,815Expenses 2020: $163,989Net Income 2020: $74,8262020Revenue 2021: $335,153Expenses 2021: $201,682Net Income 2021: $133,4712021Revenue 2022: $19,201Expenses 2022: $171,521Net Income 2022: -$152,3202022Revenue 2023: $94,962Expenses 2023: $120,665Net Income 2023: -$25,7032023Revenue 2024: $568,841Expenses 2024: $221,434Net Income 2024: $347,4072024

Highlighted filing

2017

Revenue$67,331
Expenses$37,748
Net Income$29,583
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah Lee PascoePresident-$0--
Frank SatorDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Sarah Lee Pascoe Foundation
EIN
46-5151924
In Care Of
% BOLAR HIRSCH & JENNINGS LLP
Phone
9497210177
Address
4615 CAMDEN DRIVE, CORONA DEL MAR, CA 92625

Signing Officer

Name
Sarah Pascoe
Title
president
Phone
9497210177
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Bolar Hirsch & Jennings Llp
Address
18101 VON KARMAN AVENUE 1400, IRVINE, CA 92612
Preparer
David a Thomas
Phone
9492243300
Raw XML Appendix306 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Sarah Lee Pascoe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Frank Sator
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025306
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025306
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0769
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05463
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04694
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0769
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04694
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05463
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0769
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SARAH L PASCOE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04615 CAMDEN DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CORONA DEL MAR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092625
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt035406
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0102940
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0520.567 SHS EDISON INTL 706.335 SHS DANAHER CORP COM
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-06-07
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04543
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COST BASIS ADJUSTMENT - INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07723
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07723
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH PASCOE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum09497210177
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SARAH LEE PASCOE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0465151924
ReturnHeader/Filer/InCareOfNm0% BOLAR HIRSCH & JENNINGS LLP
ReturnHeader/Filer/PhoneNum09497210177
ReturnHeader/Filer/USAddress/AddressLine1Txt04615 CAMDEN DRIVE
ReturnHeader/Filer/USAddress/CityNm0CORONA DEL MAR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092625
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B01FE535765CD5005A14D5B6AC8A33073D414CEF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B01FE535765CD5005A14D5B6AC8A33073D414CEF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId033809720183185000006
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.84.62.82
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOLAR HIRSCH & JENNINGS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018101 VON KARMAN AVENUE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092612
ReturnHeader/PreparerPersonGrp/PhoneNum09492243300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A THOMAS
ReturnHeader/ReturnTs02018-11-14T19:10:19-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$332,849
Liabilities
$0
Net assets
$332,849
Revenue
$67,331
Expenses
$37,748
Net income
$29,583
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$5.69$2.21$3.47
2023Summary only. Only limited summary data is available for this year.$3.84$0.00$0.95$1.21$0.26
2022Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.19$1.72$1.52
2021Summary only. Only limited summary data is available for this year.$5.62$0.00$3.35$2.02$1.33
2020Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$2.39$1.64$0.75
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$0.00$3.54$0.89$0.80$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.00$3.45$1.71$1.60$0.12
2017Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.67$0.38$0.30
2016Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$1.70$0.31$1.39
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.81$0.00$0.81