Civic Intelligence

University Series Foundation Inc

990 • Fiscal year 2015 • EIN 47-0987781

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 10, 2015

Organization ProfileWWW.THEUNIVERSITYSERIES.ORG
155 E Janss RdThousand Oaks, CA 91360

(805) 496-0222

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

51st percentile

3.6%

Higher net margin than 51% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

60th percentile

7.8%

Faster asset growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

115%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$32,333

Up $2,333 (+7.8%) from 2014

Net Assets

Up

$32,333

Up $2,333 (+7.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin51st percentile

Revenue

Up

$64,629

Up $34,629 (+115%) from 2014

Expenses

Up

$62,296

Up $62,296 from 2014

Net Income

Down

$2,333

Down $27,667 (-92%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$40K$30K$20K$10K$0Assets 2014: $30,000Liabilities 2014: $0Net Assets 2014: $30,0002014Assets 2015: $32,333Liabilities 2015: $0Net Assets 2015: $32,3332015Assets 2016: $19,424Liabilities 2016: $02016Assets 2017: $19,739Liabilities 2017: $02017Assets 2018: $19,504Liabilities 2018: $02018Assets 2019: $27,291Liabilities 2019: $02019Assets 2020: $31,295Liabilities 2020: $02020Assets 2022: $31,311Liabilities 2022: $0Net Assets 2022: $31,3112022Assets 2023: $34,896Liabilities 2023: $0Net Assets 2023: $34,8962023Assets 2024: $24,293Liabilities 2024: $0Net Assets 2024: $24,2932024Assets 2025: $31,926Liabilities 2025: $0Net Assets 2025: $31,9262025

Highlighted filing

2015

Assets$32,333
Liabilities$0
Net Assets$32,333
Open 2015 Filing

Operations Trend

Revenue Growth94th percentile

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

$100K$50K$0-$50KRevenue 2014: $30,000Expenses 2014: $0Net Income 2014: $30,0002014Revenue 2015: $64,629Expenses 2015: $62,296Net Income 2015: $2,3332015Revenue 2016: $58,538Expenses 2016: $71,447Net Income 2016: -$12,9092016Revenue 2017: $62,916Expenses 2017: $62,601Net Income 2017: $3152017Revenue 2018: $61,424Expenses 2018: $61,659Net Income 2018: -$2352018Revenue 2019: $59,506Expenses 2019: $51,719Net Income 2019: $7,7872019Revenue 2020: $46,852Expenses 2020: $42,848Net Income 2020: $4,0042020Revenue 2022: $43,092Expenses 2022: $48,040Net Income 2022: -$4,9482022Revenue 2023: $51,623Expenses 2023: $48,038Net Income 2023: $3,5852023Revenue 2024: $58,158Expenses 2024: $68,761Net Income 2024: -$10,6032024Revenue 2025: $66,826Expenses 2025: $59,193Net Income 2025: $7,6332025

Highlighted filing

2015

Revenue$64,629
Expenses$62,296
Net Income$2,333
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$64,629
Mission and Program Overview

Mission

To operate the series program

The foundation offers seminars connecting faith with real life in areas such as current events, contemporary moral issues, evangelization, faith and science, marriage and family, church histroy, scripture and prayer.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$30,000$32,333▲ $2,333
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$30,000$32,333▲ $2,333
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$30,000$32,333▲ $2,333
Total Net Assets Fund Balance$30,000$32,333▲ $2,333
Total Liabilities and Net Assets / Fund Balance$30,000$32,333▲ $2,333
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Father David HeneyChairman
Robert JordanPresident/treas
Dan PeateDirector
Father Joseph GreeleyDirector
Father Joseph SheaDirector
Mary Lou McgeeDirector
Stephen RudaDirector
Wes PattersonDirector
Diana JohnsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$19,272
Program Service Revenue
$45,357
Investment Income
$0
Other Revenue
$0
All Other Contributions
$19,272
Change in Net Assets
$2,333
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,575
Grants and Similar Amounts Paid$7,721
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$17,688--$17,688
Grants to Domestic Orgs$7,721--$7,721
Fees for Services Management$7,200--$7,200
Office Expenses$901$100-$1,001
Other Expenses$135$15-$150
Total Functional Expenses$61,885$411$0$62,296
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Copy of the tax return given to officers for review.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
University Series Foundation Inc
EIN
47-0987781
Phone
8054960222
Address
155 E JANSS RD, THOUSAND OAKS, CA 91360

Signing Officer

Name
Robert L Jordan
Title
President/treas
Signed
2015-11-10
Discuss with paid preparer
Yes

Organization Details

Formed
2014
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
0

Preparer

Firm
Wender and McLaine CPAs
Address
100 E Thousand Oaks Blvd Suite 196, Thousand Oaks, CA 91360
Preparer
David L Wender CPA
Phone
8054979796
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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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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt045357
IRS990ScheduleA/OtherIncome170Grp/TotalAmt045357
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt049072
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019072
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt049072
IRS990ScheduleA/TotalSupportAmt094429
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPY OF THE TAX RETURN GIVEN TO OFFICERS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt030000
IRS990/TotalAssetsEOYAmt032333
IRS990/TotalAssetsGrp/BOYAmt030000
IRS990/TotalAssetsGrp/EOYAmt032333
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt019272
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0411
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt061885
IRS990/TotalFunctionalExpensesGrp/TotalAmt062296
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt030000
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt032333
IRS990/TotalProgramServiceExpensesAmt061885
IRS990/TotalProgramServiceRevenueAmt045357
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt045357
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt064629
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt030000
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt032333
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt030000
IRS990/UnrestrictedNetAssetsGrp/EOYAmt032333
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.THEUNIVERSITYSERIES.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT L JORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY SERIES FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0470987781
ReturnHeader/Filer/PhoneNum08054960222
ReturnHeader/Filer/USAddress/AddressLine1Txt0155 E JANSS RD
ReturnHeader/Filer/USAddress/CityNm0THOUSAND OAKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091360
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wender and McLaine CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 E Thousand Oaks Blvd Suite 196
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Thousand Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091360
ReturnHeader/PreparerPersonGrp/PhoneNum08054979796
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L WENDER CPA
ReturnHeader/ReturnTs02015-11-10T16:59:04-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,333
Liabilities
$0
Net assets
$32,333
Revenue
$64,629
Expenses
$62,296
Net income
$2,333
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.9$0.00$31.9$66.8$59.2$7.63
2024Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$58.2$68.8$10.6
2023Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$51.6$48.0$3.59
2022Detailed filing. Detailed filing data is available for this year.$31.3$0.00$31.3$43.1$48.0$4.95
2020Summary only. Only limited summary data is available for this year.$31.3$0.00$46.9$42.8$4.00
2019Summary only. Only limited summary data is available for this year.$27.3$0.00$59.5$51.7$7.79
2018Summary only. Only limited summary data is available for this year.$19.5$0.00$61.4$61.7$0.24
2017Summary only. Only limited summary data is available for this year.$19.7$0.00$62.9$62.6$0.32
2016Summary only. Only limited summary data is available for this year.$19.4$0.00$58.5$71.4$12.9
2015Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$64.6$62.3$2.33
2014Summary only. Only limited summary data is available for this year.$30.0$0.00$30.0$30.0$0.00$30.0
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits