Civic Intelligence

Donalda M Pelletier Foundation

990PF • Fiscal year 2017 • EIN 51-0170644

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 16, 2018

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.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

2nd percentile

-382%

Higher net margin than 2% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

56th percentile

$3,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

13th percentile

-11%

Faster asset growth than 13% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-85%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$641,902

Down $79,564 (-11%) from 2016

Net Assets

Down

$641,901

Down $79,564 (-11%) from 2016

Liabilities

Flat

$1

Flat from 2016

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin2nd percentile

Revenue

Down

$20,932

Down $120,272 (-85%) from 2016

Expenses

Down

$100,996

Down $3,048 (-2.9%) from 2016

Net Income

Down

-$80,064

Down $117,224 (-315%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2017

Assets$641,902
Liabilities$1
Net Assets$641,901
Open 2017 Filing

Operations Trend

Revenue Growth1st 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

2017

Revenue$20,932
Expenses$100,996
Net Income-$80,064
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 16, 2018
Return Version
2017v2.2
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
2018-08-16
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17LOCKHEED MARTIN CORP 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18LYONDELLBASELL INDS 200 SHS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1013638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1112747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122179
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/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0250 CST BRANDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1300 DISNEY, WALT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2300 NEW YORK COMMUNITY BK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100 GILEAD SCIENCES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4200 HANES BRANDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5200 KROGER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6200 MEAD JOHNSON NUTRITION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7200 NEWELL BRANDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8200 T-MOBILE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9200 SHIRE PLC CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10300 GROWTH FUND OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11300 WASHINGTON MUTUAL INVESTORS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08989
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01407
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-80064
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0641901
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0721965
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0641901
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt039417
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt039417
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt039417
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt039468
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt051
IRS990PF/DistributableAmountGrp/TotalTaxAmt051
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt051
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt051
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt051
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt051
IRS990PF/FMVAssetsEOYAmt0818222
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01186201
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01186201
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0474147
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0464620
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0640940
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-464236
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-544300
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0247819
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0177282
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0177282
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0721966
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0641902
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0818222
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0721966
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0641902
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0721965
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0641901
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0801373
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0232439
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0568934
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012021
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt039468
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0789352
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0801373
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/AdjNetVlNoncharitableAssetsAmt0108174
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0108199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt085655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt089602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt090390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt093022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt084039
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.137041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.11436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.15237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.15079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.14539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.12231
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0789352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0749023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0588071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0599462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0639800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0687117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt082610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.685206
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt082610
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt082610
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt082610
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/GrantOrContributionPurposeTxt0PEDIATRIC SYSTEMS BIOLOGY TRANSLATIONAL SCIENCE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DANETTE SHEPARD SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$641,902
Liabilities
$1
Net assets
$641,901
Revenue
$20,932
Expenses
$100,996
Net income
-$80,064
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