Carrera-Joffe Foundation

990PF • Fiscal year 2013 • EIN 68-0481048

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

Organization Profile

PO Box K92067

(530) 823-2409

Siviq Scores

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

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

50%

Higher net margin than 87% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

11%

Faster asset growth than 75% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

-14%

Faster revenue growth than 19% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet

Liabilities / Assets27th percentile

Assets

$3,680,228

Up $363,830 (+11%) from 2012

Net Assets

$3,680,228

Up $363,830 (+11%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin87th percentile

Revenue

$331,826

No earlier filing loaded for comparison.

Expenses

$167,558

Up $11,178 (+7.1%) from 2012

Net Income

$164,268

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

Highlighted filing

2013

Assets$3,680,228

Liabilities$0

Net Assets$3,680,228

Open 2013 Filing

Operations Trend

Revenue Growth19th percentile

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

Highlighted filing

2013

Revenue$331,826

Expenses$167,558

Net Income$164,268

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: May 15, 2014
Return Version: 2013v3.1

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Margaret Carrera	President	-	$0	-	-
Philip M Joffe	CFO	-	$0	-	-

Filing and Contact Details

Filer

EIN: 68-0481048
Phone: 5308232409

Signing Officer

Name: Margaret Carrera
Title: President
Signed: 2014-05-15
Discuss with paid preparer: Yes

Preparer

Preparer: Michael T Hullen CPA
Phone: 9167804999

Raw XML Appendix333 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/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	100000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Margaret Carrera
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Philip M Joffe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	CFO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	Rancho Santa Fe
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	CA
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1	0	Margaret Carrera
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5308232409
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Establishes Scholarship Programs for Children that Lack Financial Resources but have a high degree of apptitude.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	Scholarships
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Christian Brothers High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Hispanic Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	Cristo Rey School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	Sierra College Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	4315 Martin Luther King Jr Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	1	55 Second Street Suite 1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	2	6200 McMahon Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	3	5000 Rocklin Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	Sacramento
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	1	San Francisco
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	3	Rocklin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	95820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	1	94105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	2	95824
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	3	95677
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	147677
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	147677
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	166053
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	18376
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	9666
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	10723
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	15251
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	18376
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	17264
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	9666
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	7598
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	147677
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	17264
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	35640
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	2	3
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Margaret A Carrera
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	Margaret A Carrera
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	2	Margaret A Carrera
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	PO Box K
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	1	PO Box K
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	2	PO Box K
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	Rancho Santa Fe
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	1	Rancho Santa Fe
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	2	Rancho Santa Fe
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	1	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	2	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	920670559
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	1	920670559
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	2	920670559
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	2	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	24529
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	73529
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	2	22239
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	1	2
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	2	3
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	24529
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	1	73529
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	2	22239
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	506 Shares BP PLC ADS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	1	2,422 Shares MDU RES Group, Inc
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	2	1,292 Shares Deutsche Teleknom AG 1 ORD 1 ADS Stock
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2013-12-31
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	1	2013-12-31
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	2	2013-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	16691
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	16691
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Asset Management Fees - Morgan Stanley
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	16691
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	2515
TaxesSchedule/TaxesDetail/Amt	0	2515
TaxesSchedule/TaxesDetail/CategoryTxt	0	Foreign
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	2515
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Margaret Carrera
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	Carrera-Joffe Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	CARR
ReturnHeader/Filer/EIN	0	680481048
ReturnHeader/Filer/PhoneNum	0	5308232409
ReturnHeader/Filer/USAddress/AddressLine1	0	PO Box K
ReturnHeader/Filer/USAddress/City	0	Rancho Santa Fe
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	92067
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	HULLEN ACCOUNTANCY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	2404 PROFESSIONAL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	956617773
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9167804999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Michael T Hullen CPA
ReturnHeader/ReturnTs	0	2014-05-15T16:37:33-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,680,228
Liabilities: $0
Net assets: $3,680,228
Revenue: $331,826
Expenses: $167,558
Net income: $164,268

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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