Civic Intelligence

Nicholas Endowment Tr

990PF • Fiscal year 2018 • EIN 46-6117991

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

Organization Profile
5319 University Drive Suite 314Irvine, CA 92612

(714) 617-8880

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

9th percentile

0.03x

Higher debt load relative to revenue than 9% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

62nd percentile

8.1%

Higher net margin than 62% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

9th percentile

$59,000

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

7th percentile

-11%

Faster asset growth than 7% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

52nd percentile

5.4%

Faster revenue growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$35,956,417

Down $4,421,526 (-11%) from 2017

Net Assets

Down

$35,888,657

Down $4,344,969 (-11%) from 2017

Liabilities

Down

$67,760

Down $76,557 (-53%) from 2017

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin62nd percentile

Revenue

Up

$2,152,523

Up $111,049 (+5.4%) from 2017

Expenses

Up

$1,978,022

Up $215,080 (+12%) from 2017

Net Income

Down

$174,501

Down $104,031 (-37%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$60M$40M$20M$0Assets 2010: $35,638,561Liabilities 2010: $0Net Assets 2010: $35,638,5612010Assets 2011: $33,184,614Liabilities 2011: $0Net Assets 2011: $33,184,6142011Assets 2012: $34,923,016Liabilities 2012: $12,8062012Assets 2013: $39,018,207Liabilities 2013: $12,8152013Assets 2014: $39,309,243Liabilities 2014: $02014Assets 2015: $36,000,028Liabilities 2015: $116,761Net Assets 2015: $35,883,2672015Assets 2016: $36,291,235Liabilities 2016: $66,629Net Assets 2016: $36,224,6062016Assets 2017: $40,377,943Liabilities 2017: $144,317Net Assets 2017: $40,233,6262017Assets 2018: $35,956,417Liabilities 2018: $67,760Net Assets 2018: $35,888,6572018Assets 2019: $40,854,392Liabilities 2019: $90,829Net Assets 2019: $40,763,5632019Assets 2020: $43,855,886Liabilities 2020: $165,639Net Assets 2020: $43,690,2472020Assets 2021: $48,039,081Liabilities 2021: $246,849Net Assets 2021: $47,792,2322021Assets 2022: $40,678,422Liabilities 2022: $97,610Net Assets 2022: $40,580,8122022Assets 2023: $42,787,117Liabilities 2023: $109,926Net Assets 2023: $42,677,1912023Assets 2024: $44,230,530Liabilities 2024: $127,105Net Assets 2024: $44,103,4252024

Highlighted filing

2018

Assets$35,956,417
Liabilities$67,760
Net Assets$35,888,657
Open 2018 Filing

Operations Trend

Revenue Growth52nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $754,2762010Expenses 2011: $1,020,3422011Revenue 2012: $433,941Expenses 2012: $1,905,423Net Income 2012: -$1,471,4822012Revenue 2013: $57,954Expenses 2013: $1,953,914Net Income 2013: -$1,895,9602013Revenue 2014: $2,215,673Expenses 2014: $1,782,730Net Income 2014: $432,9432014Revenue 2015: $3,051,229Expenses 2015: $1,679,598Net Income 2015: $1,371,6312015Revenue 2016: $838,829Expenses 2016: $1,655,309Net Income 2016: -$816,4802016Revenue 2017: $2,041,474Expenses 2017: $1,762,942Net Income 2017: $278,5322017Revenue 2018: $2,152,523Expenses 2018: $1,978,022Net Income 2018: $174,5012018Revenue 2019: $4,039,909Expenses 2019: $2,130,965Net Income 2019: $1,908,9442019Revenue 2020: $1,176,101Expenses 2020: $2,071,130Net Income 2020: -$895,0292020Revenue 2021: $3,148,302Expenses 2021: $2,179,585Net Income 2021: $968,7172021Revenue 2022: $3,316,507Expenses 2022: $2,270,727Net Income 2022: $1,045,7802022Revenue 2023: $2,396,340Expenses 2023: $2,182,543Net Income 2023: $213,7972023Revenue 2024: $2,697,853Expenses 2024: $2,211,317Net Income 2024: $486,5362024

Highlighted filing

2018

Revenue$2,152,523
Expenses$1,978,022
Net Income$174,501
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL T STETSONTrustee And Executive DirePT$59,000-$59,000
CLAUDIA SANGSTERTrustee And Chair-$0--
PAULA TOMEITrustee-$0--
ROBERT FELLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nicholas Endowment
EIN
46-6117991
Phone
7146178880
Address
5319 UNIVERSITY DRIVE SUITE 314, IRVINE, CA 92612

Signing Officer

Name
Dan Stetson
Title
Executive Director
Phone
7146178880
Signed
2019-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Haskell & White Llp
Address
300 SPECTRUM CENTER DR STE 300, IRVINE, CA 92618
Preparer
Rick Smetanka
Phone
9494506200
Raw XML AppendixShowing 400 of 658 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt2AUDIT FEES
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-A, LINE 12
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOUNDATION TREATED THE DISTRIBUTIONS TO THE ORANGE COUNTY COMMUNITY FOUNDATION AS QUALIFYING DISTRIBUTIONS. SEE PART XV FOR THE PURPOSE OF EACH GRANT MADE TO THE DONOR ADVISED FUND MAINTAINED AT THE ORANGE COUNTY COMMUNITY FOUNDATION.
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0174501
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05431794
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01120
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01120
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01233887
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02037364
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB 4893 - STCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB 4893 - LTCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB 5307 - STCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHARLES SCHWAB 5307 - LTCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-31
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt035003
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt040443130
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt040233626
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt035888657
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01959192
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01979566
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt035956417
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt035956417
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt040233626
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DANIEL T STETSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CLAUDIA SANGSTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PAULA TOMEI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ROBERT FELLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE AND EXECUTIVE DIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE AND CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05319 UNIVERSITY DRIVE SUITE 314
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15319 UNIVERSITY DRIVE SUITE 314
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25319 UNIVERSITY DRIVE SUITE 314
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt35319 UNIVERSITY DRIVE SUITE 314
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0IRVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1IRVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2IRVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3IRVINE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01651006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01526457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01548590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01621162
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.042637
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt038722640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt035513550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt037917868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt033070236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt036343862
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.224655
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01842518
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01862892
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt020374
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01862892
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0SAME AS LINE #4
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1THIS INCOME IS USED FOR THE PURPOSE OF MAKING GRANTS TO CHARITABLE ORGANIZATIONS WITHIN THE MEANING OF SECTION 501(C)(3), THAT ALLOWED THE ENDOWMENT TO ENRICH THE COMMUNITY AND THE WORLD BY SUPPORTING THE PERFORMING AND VISUAL ARTS AND ASSISTING IN THE ADVANCEMENT OF SCIENCE AND EDUCATION.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2SAME AS LINE #4
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3SAME AS LINE #4
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DANIEL STETSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05319 UNIVERSITY DR STE 314
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/PhoneNum07146178880
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.NICHOLAS-ENDOWMENT.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt475000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt54000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt74000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt980000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt104000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt124000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt144000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1560000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt164000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1760000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1870000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1975000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2075000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt224000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2390000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2675000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt274000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2820000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2920000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ART ACCESS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1KEY STAFF PROFESSIONAL TRAINING/DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROJECT DULCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3KEY STAFF PROFESSIONAL TRAINING/DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ADOPT-A-CLASS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5KEY STAFF PROFESSIONAL TRAINING/DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7KEY STAFF PROFESSIONAL TRAINING/DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CORE OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9TRUSTEE DIRECTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10KEY STAFF PROFESSIONAL TRAINING/DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CORE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12KEY STAFF PROFESSIONAL TRAINING/DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13CORE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14KEY STAFF PROFESSIONAL TRAINING/DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15BREAKTHROUGH SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16KEY STAFF PROFESSIONAL TRAINING/DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17STUDENT STARTUP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18ACHIEVE LEARN MENTORED ASPIRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19VETERANS LEGAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20REINTEGRATION SUPPORT PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21MOBILE EYE CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22KEY STAFF PROFESSIONAL TRAINING/DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23SOCIAL ENTERPRISE ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24CHILDREN'S DENTISTRY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25PRINCIPAL LEADERSHIP INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26VETERANS LEGAL CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27KEY STAFF PROFESSIONAL TRAINING/DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28CLIMATE CHANGE EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29SCIENCE EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOWERS MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOWERS MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHILDREN'S HOSPITAL OF ORANGE COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHILDREN'S HOSPITAL OF ORANGE COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MISSION SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MISSION SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6OCEAN INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7OCEAN INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8ORANGE COUNTY COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9ORANGE COUNTY COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10ORANGE COUNTY COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11PACIFIC SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12PACIFIC SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13SOUTH COAST REPERTORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14SOUTH COAST REPERTORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15ST MARGARET'S OF SCOTLAND EPISCOPAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16ST MARGARET'S OF SCOTLAND EPISCOPAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17UCI - APPLIED INNOVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18UCI - SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19UCI - SCHOOL OF LAW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20UCI - VETERANS SUPPORT CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21UCI - GAVIN HERBERT EYE INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22UCI FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23UCLA - COLLEGE OF LETTERS AND SCIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24UCLA- SCHOOL OF DENTISTRY

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$35,956,417
Liabilities
$67,760
Net assets
$35,888,657
Revenue
$2,152,523
Expenses
$1,978,022
Net income
$174,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.2$0.13$44.1$2.70$2.21$0.49
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.8$0.11$42.7$2.40$2.18$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.7$0.10$40.6$3.32$2.27$1.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.0$0.25$47.8$3.15$2.18$0.97
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.9$0.17$43.7$1.18$2.07$0.90
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.9$0.09$40.8$4.04$2.13$1.91
2018Detailed filing. Detailed filing data is available for this year.$36.0$0.07$35.9$2.15$1.98$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.4$0.14$40.2$2.04$1.76$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.3$0.07$36.2$0.84$1.66$0.82
2015Detailed filing. Detailed filing data is available for this year.$36.0$0.12$35.9$3.05$1.68$1.37
2014Summary only. Only limited summary data is available for this year.$39.3$0.00$2.22$1.78$0.43
2013Summary only. Only limited summary data is available for this year.$39.0$0.01$0.06$1.95$1.90
2012Summary only. Only limited summary data is available for this year.$34.9$0.01$0.43$1.91$1.47
2011Detailed filing. Detailed filing data is available for this year.$33.2$0.00$33.2$1.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.6$0.00$35.6$0.75