Civic Intelligence

Nicholas Endowment Tr

990PF • Fiscal year 2022 • EIN 46-6117991

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 09, 2023

5319 University Drive Suite 314Irvine, CA 92612

(949) 338-9611

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

10th percentile

0.03x

Higher debt load relative to revenue than 10% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

81st percentile

32%

Higher net margin than 81% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

11th percentile

$73,000

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

10th percentile

-15%

Faster asset growth than 10% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

52nd percentile

5.3%

Faster revenue growth than 52% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Assets

Down

$40,678,422

Down $7,360,659 (-15%) from 2021

Net Assets

Down

$40,580,812

Down $7,211,420 (-15%) from 2021

Liabilities

Down

$97,610

Down $149,239 (-60%) from 2021

Revenue

Up

$3,316,507

Up $168,205 (+5.3%) from 2021

Expenses

Up

$2,270,727

Up $91,142 (+4.2%) from 2021

Net Income

Up

$1,045,780

Up $77,063 (+8.0%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$40,678,422
Liabilities$97,610
Net Assets$40,580,812

Operations Trend

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

2022

Revenue$3,316,507
Expenses$2,270,727
Net Income$1,045,780
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 9, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL T STETSONTrustee And Executive DirePT$73,000-$73,000
CLAUDIA SANGSTERTrustee And Chair-$0--
PAULA TOMEITrustee-$0--
ROBERT FELLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nicholas Endowment
EIN
46-6117991
Phone
9493389611
Address
5319 UNIVERSITY DRIVE SUITE 314, IRVINE, CA 92612

Signing Officer

Name
Dan Stetson
Title
Executive Director
Phone
9493389611
Signed
2023-10-09
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 716 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB 5307 - STCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB 5307 - LTCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB 5307 - LTCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHARLES SCHWAB 5307 - LTCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CHARLES SCHWAB 4893 - STCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CHARLES SCHWAB 4893 - LTCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CHARLES SCHWAB 4893 - LTCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAINS DIVIDENDS
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3SAME AS LINE #4
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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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
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0IRVINE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092612
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09493389611
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.NICHOLAS-ENDOWMENT.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt64000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt84000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt910200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1030600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1161200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1220400
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3050000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ART ACCESS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROFESSIONAL DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHILD PROTECTION PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROFESSIONAL DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6PROFESSIONAL DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8PROFESSIONAL DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9TRUSTEE RECOMMENDED GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10TRUSTEE RECOMMENDED GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11TRUSTEE RECOMMENDED GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12TRUSTEE RECOMMENDED GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13WORK FORCE DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14PROFESSIONAL DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15PROFESSIONAL DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16CORE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17PROFESSIONAL DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18CORE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19PROFESSIONAL DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20BREAKTHROUGH SJC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21ALMA SCIENCE ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22MATH CEO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23MOBILE EYE CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24OC VETERANS & MILITARY FAMILY COLL.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25PROFESSIONAL DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26SUMMER TRANSITION PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27TECHNOLOGY TRANSFER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28PRINCIPAL LEADERSHIP INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29HYGIENE AND MEDICAL KITS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30ORAL HEALTH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31MEALS PARTNERSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32PROFESSIONAL DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33SOCIAL ENTERPRISE ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34CO2 REMOVAL TECHNOLOGIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35VETERANS LEGAL CLINIC
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2022Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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