Civic Intelligence

Carrera-Joffe Foundation

990PF • Fiscal year 2012 • EIN 68-0481048

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

Organization Profile
4940 Bell Road95602
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

89th percentile

27%

Faster asset growth than 89% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$3,316,398

Up $697,067 (+27%) from 2011

Net Assets

$3,316,398

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$156,380

Up $15,412 (+11%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,514,718Liabilities 2010: $0Net Assets 2010: $2,514,7182010Assets 2011: $2,619,331Liabilities 2011: $02011Assets 2012: $3,316,398Liabilities 2012: $0Net Assets 2012: $3,316,3982012Assets 2013: $3,680,228Liabilities 2013: $0Net Assets 2013: $3,680,2282013Assets 2014: $3,769,740Liabilities 2014: $0Net Assets 2014: $3,769,7402014Assets 2015: $3,299,635Liabilities 2015: $0Net Assets 2015: $3,299,6352015Assets 2016: $3,113,110Liabilities 2016: $0Net Assets 2016: $3,113,1102016Assets 2017: $3,242,440Liabilities 2017: $0Net Assets 2017: $3,242,4402017Assets 2018: $3,102,469Liabilities 2018: $0Net Assets 2018: $3,102,4692018Assets 2019: $3,038,158Liabilities 2019: $0Net Assets 2019: $3,038,1582019Assets 2020: $3,123,324Liabilities 2020: $0Net Assets 2020: $3,123,3242020Assets 2021: $3,290,901Liabilities 2021: $0Net Assets 2021: $3,290,9012021Assets 2022: $3,242,770Liabilities 2022: $0Net Assets 2022: $3,242,7702022Assets 2023: $3,445,365Liabilities 2023: $0Net Assets 2023: $3,445,3652023Assets 2024: $3,466,693Liabilities 2024: $0Net Assets 2024: $3,466,6932024

Highlighted filing

2012

Assets$3,316,398
Liabilities$0
Net Assets$3,316,398
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $124,8092010Revenue 2011: $444,787Expenses 2011: $140,968Net Income 2011: $303,8192011Expenses 2012: $156,3802012Revenue 2013: $331,826Expenses 2013: $167,558Net Income 2013: $164,2682013Revenue 2014: $310,723Expenses 2014: $176,960Net Income 2014: $133,7632014Revenue 2015: $192,746Expenses 2015: $235,478Net Income 2015: -$42,7322015Revenue 2016: -$237,467Expenses 2016: $224,752Net Income 2016: -$462,2192016Revenue 2017: $360,393Expenses 2017: $231,063Net Income 2017: $129,3302017Revenue 2018: $112,215Expenses 2018: $249,820Net Income 2018: -$137,6052018Revenue 2019: $149,484Expenses 2019: $222,448Net Income 2019: -$72,9642019Revenue 2020: $234,758Expenses 2020: $155,872Net Income 2020: $78,8862020Revenue 2021: $389,661Expenses 2021: $222,084Net Income 2021: $167,5772021Revenue 2022: $118,473Expenses 2022: $166,604Net Income 2022: -$48,1312022Revenue 2023: $325,951Expenses 2023: $141,326Net Income 2023: $184,6252023Revenue 2024: $646,746Expenses 2024: $460,711Net Income 2024: $186,0352024

Highlighted filing

2012

Revenue-
Expenses$156,380
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Philip M JoffeCFO-$0--
Margaret CarreraPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-ScholarshipsNASacramento, CA, US$40,000
Paid Grant-ScholarshipsNASan Francisco, CA, US$38,000
Paid Grant-Establishes Scholarship Programs for Children that Lack Financial Resources but have a high degree of apptitude.NASacramento, CA, US$36,756
Filing and Contact Details

Filer

EIN
68-0481048
Raw XML Appendix299 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Philip M Joffe
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Margaret Carrera
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CFO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine104940 Bell Road
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Margaret Carrera
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05308232409
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine104940 Bell Road
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Establishes Scholarship Programs for Children that Lack Financial Resources but have a high degree of apptitude.
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0Cristo Rey School
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1Hispanic Scholarship Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2Christian Brothers High School
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IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine114940 Bell Road
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IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode095602
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode195602
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0Margaret A Carrera
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1Margaret A Carrera
IRS990ScheduleB/ContributorInfo/ContributorNumber02
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IRS990ScheduleB/NoncashProperty/DateReceived12012-01-06
IRS990ScheduleB/NoncashProperty/FairMarketValue0227450
IRS990ScheduleB/NoncashProperty/FairMarketValue1215975
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription05,000 Shares of Maximus, Inc Stock - Publicly traded
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription15,000 shares of Maximus Inc Stock (MMS)
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OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount039506
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Asset Management Fees - SmithBarney
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome039506
TaxesSchedule/Taxes/Amount01443
TaxesSchedule/Taxes/Category0Foreign
TaxesSchedule/Taxes/NetInvestmentIncome01443
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0680481048
ReturnHeader/Filer/Name/BusinessNameLine10Carrera-Joffe Foundation
ReturnHeader/Filer/NameControl0CARR
ReturnHeader/Filer/Phone05308232409
ReturnHeader/Filer/USAddress/AddressLine104940 Bell Road
ReturnHeader/Filer/USAddress/City0Auburn
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095602
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0Margaret Carrera
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HULLEN ACCOUNTANCY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102404 PROFESSIONAL DR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ROSEVILLE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0956617773
ReturnHeader/Preparer/Name0Michael T Hullen CPA
ReturnHeader/Preparer/Phone09167804999
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-15T16:42:18-07:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,316,398
Liabilities
$0
Net assets
$3,316,398
Revenue
-
Expenses
$156,380
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.65$0.46$0.19
2023Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.33$0.14$0.18
2022Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.12$0.17$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.39$0.22$0.17
2020Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.23$0.16$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.15$0.22$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.11$0.25$0.14
2017Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.36$0.23$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.24$0.22$0.46
2015Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.19$0.24$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.31$0.18$0.13
2013Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.33$0.17$0.16
2012Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.16
2011Summary only. Only limited summary data is available for this year.$2.62$0.00$0.44$0.14$0.30
2010Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.12