Civic Intelligence

The Sarah Lee Pascoe Foundation

990PF • Fiscal year 2019 • EIN 46-5151924

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 10, 2020

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.

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

64th percentile

10%

Higher net margin than 64% 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

54th percentile

2.6%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

11th percentile

-48%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$353,548

Up $8,964 (+2.6%) from 2018

Net Assets

Up

$353,548

Up $8,964 (+2.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin64th percentile

Revenue

Down

$89,385

Down $81,994 (-48%) from 2018

Expenses

Down

$80,421

Down $79,223 (-50%) from 2018

Net Income

Down

$8,964

Down $2,771 (-24%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2019

Assets$353,548
Liabilities$0
Net Assets$353,548
Open 2019 Filing

Operations Trend

Revenue Growth11th 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

2019

Revenue$89,385
Expenses$80,421
Net Income$8,964
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 10, 2020
Return Version
2019v5.1
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
Phone
9497210177
Address
4615 CAMDEN DRIVE, CORONA DEL MAR, CA 92625

Signing Officer

Name
Sarah Lee Pascoe
Title
President
Phone
9497210177
Signed
2020-08-10
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Llp
Address
18101 VON KARMAN AVE1400, IRVINE, CA 92612
Preparer
David a Thomas
Phone
9492243300
Raw XML Appendix373 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/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ARMANINO LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0IRVINE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092612
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09492243300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt145000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RESPONDING TO BASIC NEEDS, EDUCATING CHILDREN, AND PRESERVING THE ENVIRONMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDES TRANSITIONAL HOUSING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ONEOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST VENCIENT'S INSTITUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01901 E 4TH STREET SUITE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14200 CALLE REAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA ANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092705
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt070000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt037252
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037252
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0119152
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04694
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0769
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0157363
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032748
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0119152
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04694
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0769
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032748
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0157363
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0124615
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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/TotalContributionsAmt027186
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0108898
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,027.724 SHS LOWES COMPANIES INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-03-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010346
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010346
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH LEE PASCOE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09497210177
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SARAH LEE PASCOE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0465151924
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/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F2DF00AEFBC46A93A5C25B52C5FAB80B88DB8668
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt034.104.2.30
ReturnHeader/FilingSecurityInformation/IPDt02020-08-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:30:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018101 VON KARMAN AVE1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092612
ReturnHeader/PreparerPersonGrp/PhoneNum09492243300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A THOMAS
ReturnHeader/ReturnTs02020-10-29T12:06:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$353,548
Liabilities
$0
Net assets
$353,548
Revenue
$89,385
Expenses
$80,421
Net income
$8,964
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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