Carrera-Joffe Foundation

990PF • Fiscal year 2014 • EIN 68-0481048

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 17, 2014

Organization Profile

PO Box KRancho Santa Fe, CA 92067

(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.

2014 filings • $1M-$5M nonprofits • Source year 2014

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

43%

Higher net margin than 86% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

2.4%

Faster asset growth than 53% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

-6.4%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets28th percentile

Assets

$3,769,740

Up $89,512 (+2.4%) from 2013

Net Assets

$3,769,740

Up $89,512 (+2.4%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue27th percentile Net Margin86th percentile

Revenue

Down

$310,723

Down $21,103 (-6.4%) from 2013

Expenses

$176,960

Up $9,402 (+5.6%) from 2013

Net Income

Down

$133,763

Down $30,505 (-19%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

Highlighted filing

2014

Assets$3,769,740

Liabilities$0

Net Assets$3,769,740

Open 2014 Filing

Operations Trend

Revenue Growth28th percentile

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

Highlighted filing

2014

Revenue$310,723

Expenses$176,960

Net Income$133,763

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: Aug 17, 2014
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay41st percentile

Employees

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

Filing and Contact Details

Filer

Filer Name: Carrera-Joffe Foundation
EIN: 68-0481048
Phone: 5308232409
Address: PO Box K, Rancho Santa Fe, CA 92067

Signing Officer

Name: Margaret Carrera
Title: President
Signed: 2014-08-17
Discuss with paid preparer: Yes

Preparer

Firm: Hullen and Ross CPAs
Address: 2404 PROFESSIONAL DR, ROSEVILLE, CA 95661-7773
Preparer: Michael T Hullen CPA
Phone: 9167804999

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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Philip M Joffe
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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/RecipientPersonNm	0	Christian Brothers High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Cristo Rey School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	Sierra College Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	UC Davis School of Veterinary Medic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	4	Ocean Discovery Institute
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	University of California
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	211 Pacific Beach Drive Suite A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Sacramento
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Sacramento
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Rocklin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Davis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	95820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	95824
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	95677
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	95616
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	92109
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	154520
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	154520
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	177689
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	17264
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	9666
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	7598
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	17264
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	154520
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	17264
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	5905
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	18276
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	18276
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Asset Management Fees - Morgan Stanley
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	18276
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	3489
TaxesSchedule/TaxesDetail/Amt	0	3489
TaxesSchedule/TaxesDetail/CategoryTxt	0	Foreign
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	3489
ReturnHeader/BuildTS	0	2016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Margaret Carrera
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Carrera-Joffe Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	CARR
ReturnHeader/Filer/EIN	0	680481048
ReturnHeader/Filer/PhoneNum	0	5308232409
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO Box K
ReturnHeader/Filer/USAddress/CityNm	0	Rancho Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92067
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Hullen and Ross CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2404 PROFESSIONAL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	956617773
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9167804999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Michael T Hullen CPA
ReturnHeader/ReturnTs	0	2015-08-17T18:30:13-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,769,740
Liabilities: $0
Net assets: $3,769,740
Revenue: $310,723
Expenses: $176,960
Net income: $133,763

	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