Civic Intelligence

John H Grace Foundation

990PF • Fiscal year 2016 • EIN 47-6650230

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 01, 2017

Organization Profile
PO Box 3036Fullerton, CA 92834

(714) 309-5472

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

19th percentile

0.02x

Higher debt load relative to revenue than 19% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

81st percentile

13%

Faster asset growth than 81% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-78%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$16,846,751

Up $1,974,010 (+13%) from 2015

Net Assets

Up

$16,808,241

Up $1,935,500 (+13%) from 2015

Liabilities

Up

$38,510

Up $38,510 from 2015

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin93rd percentile

Revenue

Down

$2,144,539

Down $7,443,558 (-78%) from 2015

Expenses

Up

$719,890

Up $331,323 (+85%) from 2015

Net Income

Down

$1,424,649

Down $7,774,881 (-85%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$20M$15M$10M$5.0M$0Assets 2014: $4,903,410Liabilities 2014: $0Net Assets 2014: $4,903,4102014Assets 2015: $14,872,741Liabilities 2015: $0Net Assets 2015: $14,872,7412015Assets 2016: $16,846,751Liabilities 2016: $38,510Net Assets 2016: $16,808,2412016Assets 2017: $17,621,344Liabilities 2017: $0Net Assets 2017: $17,621,3442017Assets 2018: $14,471,261Liabilities 2018: $0Net Assets 2018: $14,471,2612018Assets 2019: $14,257,971Liabilities 2019: $0Net Assets 2019: $14,257,9712019Assets 2020: $16,125,228Liabilities 2020: $0Net Assets 2020: $16,125,2282020Assets 2021: $19,047,160Liabilities 2021: $0Net Assets 2021: $19,047,1602021Assets 2022: $17,577,941Liabilities 2022: $34,282Net Assets 2022: $17,543,6592022Assets 2023: $18,856,056Liabilities 2023: $0Net Assets 2023: $18,856,0562023Assets 2024: $18,609,719Liabilities 2024: $0Net Assets 2024: $18,609,7192024

Highlighted filing

2016

Assets$16,846,751
Liabilities$38,510
Net Assets$16,808,241
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$10M$5.0M$0-$5.0MRevenue 2014: $4,921,687Expenses 2014: $18,277Net Income 2014: $4,903,4102014Revenue 2015: $9,588,097Expenses 2015: $388,567Net Income 2015: $9,199,5302015Revenue 2016: $2,144,539Expenses 2016: $719,890Net Income 2016: $1,424,6492016Revenue 2017: $493,794Expenses 2017: $1,057,697Net Income 2017: -$563,9032017Revenue 2018: $260,905Expenses 2018: $921,423Net Income 2018: -$660,5182018Revenue 2019: $297,972Expenses 2019: $1,045,786Net Income 2019: -$747,8142019Revenue 2020: $1,108,817Expenses 2020: $892,190Net Income 2020: $216,6272020Revenue 2021: $865,634Expenses 2021: $975,763Net Income 2021: -$110,1292021Revenue 2022: $3,347,904Expenses 2022: $1,040,325Net Income 2022: $2,307,5792022Revenue 2023: $1,413,661Expenses 2023: $1,176,575Net Income 2023: $237,0862023Revenue 2024: $1,449,895Expenses 2024: $1,190,906Net Income 2024: $258,9892024

Highlighted filing

2016

Revenue$2,144,539
Expenses$719,890
Net Income$1,424,649
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 1, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIAN JOETrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL SUPPORTPCDIAMOND BAR, CA, US$407,709
Filing and Contact Details

Filer

Filer Name
John H Grace Foundation
EIN
47-6650230
Phone
7143095472
Address
PO BOX 3036, FULLERTON, CA 92834

Signing Officer

Name
Marion Joe
Title
Trustee
Signed
2017-11-01
Discuss with paid preparer
Yes

Preparer

Firm
HMWC CPAs And Business Advisors
Address
17501 East 17th Street Suite 100, Tustin, CA 92780-7924
Preparer
Susan Levinstein
Phone
7145059000
Raw XML Appendix327 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/NetInvestmentIncomeAmt04498
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Since this foundation is considered a "large corporation", only the 1st quarter estimate can be based on prior year income. Estimated tax payments #2 through #4 will need to be based on actual income for tax year 2017. Therefore these amounts will need to be determined.
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FULLERTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092831
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARIAN JOE
IRS990PF/StatementsRegardingActyGrp/PhoneNum07143095472
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0407709
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 5648
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DIAMOND BAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091765
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0407709
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0468117
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0725278
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0257161
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0384231
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0257161
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0127070
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0127070
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0468117
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0127070
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0384231
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DICK JOE IRA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01337 N KROEGER AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FULLERTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092831
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07134
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER DECREASES - PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0292
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01121
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt038509
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt11
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt074250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1174964
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2244
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2LEGAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt055688
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt2122
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018562
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1174964
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2122
TaxesSchedule/TaxesDetail/Amt038509
TaxesSchedule/TaxesDetail/Amt1150
TaxesSchedule/TaxesDetail/Amt213766
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0150
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt113766
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARION JOE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN H GRACE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0476650230
ReturnHeader/Filer/PhoneNum07143095472
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3036
ReturnHeader/Filer/USAddress/CityNm0FULLERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092834
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HMWC CPAs And Business Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017501 East 17th Street Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tustin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0927807924
ReturnHeader/PreparerPersonGrp/PhoneNum07145059000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan Levinstein
ReturnHeader/ReturnTs02017-11-01T11:32:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,846,751
Liabilities
$38,510
Net assets
$16,808,241
Revenue
$2,144,539
Expenses
$719,890
Net income
$1,424,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.45$1.19$0.26
2023Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$1.41$1.18$0.24
2022Detailed filing. Detailed filing data is available for this year.$17.6$0.03$17.5$3.35$1.04$2.31
2021Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$0.87$0.98$0.11
2020Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$1.11$0.89$0.22
2019Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.30$1.05$0.75
2018Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$0.26$0.92$0.66
2017Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$0.49$1.06$0.56
2016Detailed filing. Detailed filing data is available for this year.$16.8$0.04$16.8$2.14$0.72$1.42
2015Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$9.59$0.39$9.20
2014Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$4.92$0.02$4.90