Civic Intelligence

Donalda M Pelletier Foundation

990PF • Fiscal year 2016 • EIN 51-0170644

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 14, 2017

Organization Profile
303 C N Calle SevilleSan Clemente, CA 92672

(808) 443-1001

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

56th percentile

$3,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

64th percentile

5.4%

Faster asset growth than 64% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-52%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$721,466

Up $37,161 (+5.4%) from 2015

Net Assets

Up

$721,465

Up $37,160 (+5.4%) from 2015

Liabilities

Up

$1

Up $1 from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin82nd percentile

Revenue

Down

$141,204

Down $152,167 (-52%) from 2015

Expenses

Down

$104,044

Down $3,821 (-3.5%) from 2015

Net Income

Down

$37,160

Down $148,346 (-80%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$800K$600K$400K$200K$0Assets 2011: $720,032Liabilities 2011: $12011Assets 2012: $643,674Liabilities 2012: $02012Assets 2013: $562,620Liabilities 2013: $02013Assets 2014: $498,986Liabilities 2014: $187Net Assets 2014: $498,7992014Assets 2015: $684,305Liabilities 2015: $0Net Assets 2015: $684,3052015Assets 2016: $721,466Liabilities 2016: $1Net Assets 2016: $721,4652016Assets 2017: $641,902Liabilities 2017: $1Net Assets 2017: $641,9012017Assets 2019: $495,428Liabilities 2019: $02019Assets 2020: $399,778Liabilities 2020: $0Net Assets 2020: $399,7782020Assets 2021: $363,034Liabilities 2021: $0Net Assets 2021: $363,0342021Assets 2022: $343,812Liabilities 2022: $0Net Assets 2022: $343,8122022Assets 2023: $287,275Liabilities 2023: $0Net Assets 2023: $287,2752023Assets 2024: $336,244Liabilities 2024: $0Net Assets 2024: $336,2442024

Highlighted filing

2016

Assets$721,466
Liabilities$1
Net Assets$721,465
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $35,882Expenses 2011: $102,404Net Income 2011: -$66,5222011Revenue 2012: $23,728Expenses 2012: $100,085Net Income 2012: -$76,3572012Revenue 2013: $30,452Expenses 2013: $111,506Net Income 2013: -$81,0542013Revenue 2014: $45,358Expenses 2014: $109,179Net Income 2014: -$63,8212014Revenue 2015: $293,371Expenses 2015: $107,865Net Income 2015: $185,5062015Revenue 2016: $141,204Expenses 2016: $104,044Net Income 2016: $37,1602016Revenue 2017: $20,932Expenses 2017: $100,996Net Income 2017: -$80,0642017Revenue 2019: $22,702Expenses 2019: $100,674Net Income 2019: -$77,9722019Revenue 2020: $14,639Expenses 2020: $110,289Net Income 2020: -$95,6502020Revenue 2021: $71,521Expenses 2021: $108,265Net Income 2021: -$36,7442021Revenue 2022: $89,554Expenses 2022: $108,776Net Income 2022: -$19,2222022Revenue 2023: $52,876Expenses 2023: $109,413Net Income 2023: -$56,5372023Revenue 2024: $158,451Expenses 2024: $109,482Net Income 2024: $48,9692024

Highlighted filing

2016

Revenue$141,204
Expenses$104,044
Net Income$37,160
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE D HENDRICKSDirector-$3,000-$3,000
Michael J OldmenCFO-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
Donalda M Pelletier Foundation
EIN
51-0170644
Phone
8084431001
Address
303 C N Calle Seville, San Clemente, CA 92672

Signing Officer

Name
Michael J Oldmen
Title
CFO
Signed
2017-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Peter L Greco CPA An Accountancy Corporation
Address
17671 Irvine Blvd Suite 109, Tustin, CA 92780-3128
Preparer
Peter L Greco
Phone
7145050479
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt67396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt79311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt812207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt97072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1010721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1113056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc06 CAPITAL WORLD GR & IN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1158 CAPITAL WORLD GR & IN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2200 GILEAD SCIENCES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3200 TESORO CORPO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4100 VALERO ENERGY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5.92 SHIRE PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6200 AT & T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7200 BAXALTA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8200 FOOT LOCKER INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9200 KROGER CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10200 VALERO ENERGY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11300 WASHINGTON MUTUAL INV FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03115
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-16065
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt037160
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0721465
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0684305
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0721465
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt037451
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt037451
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt037451
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt037451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0787899
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01186201
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01186201
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0349742
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0474147
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0540580
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-501896
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-464736
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0334563
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0247319
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0247319
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0684305
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0721466
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0787899
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0684305
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0721466
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0684305
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0721465
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0760429
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0291112
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0469317
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011406
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt037451
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0749023
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0760429
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt13000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Michael J Oldmen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DIANE D HENDRICKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0303 C N Calle Seville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1303 C N Calle Seville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Clemente
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Clemente
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092672
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192672
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0102230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0102230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt089602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt090390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt093022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt084039
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt084706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.136484
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.15237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.15079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.14539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.12231
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.11157
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0749023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0588071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0599462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0639800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0687117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0759210
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt085655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.682421
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt085655
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt085655
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt085655
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0303 C N CALLE SEVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN CLEMENTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092672
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MICHAEL J OLDMEN
IRS990PF/StatementsRegardingActyGrp/PhoneNum08084431001
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PEDIATRIC SYSTEMS BIOLOGY TRANSLATIONAL SCIENCE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DANETTE SHEPARD SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EPSTEIN-BARR VIRUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$721,466
Liabilities
$1
Net assets
$721,465
Revenue
$141,204
Expenses
$104,044
Net income
$37,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$1.58$1.09$0.49
2023Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.53$1.09$0.57
2022Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.90$1.09$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.72$1.08$0.37
2020Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.15$1.10$0.96
2019Summary only. Only limited summary data is available for this year.$4.95$0.00$0.23$1.01$0.78
2017Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.21$1.01$0.80
2016Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$1.41$1.04$0.37
2015Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$2.93$1.08$1.86
2014Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.45$1.09$0.64
2013Summary only. Only limited summary data is available for this year.$5.63$0.00$0.30$1.12$0.81
2012Summary only. Only limited summary data is available for this year.$6.44$0.00$0.24$1.00$0.76
2011Summary only. Only limited summary data is available for this year.$7.20$0.00$0.36$1.02$0.67