Civic Intelligence

Carrera-Joffe Foundation

990PF • Fiscal year 2015 • EIN 68-0481048

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

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.

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

18th percentile

-22%

Higher net margin than 18% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

9th percentile

-12%

Faster asset growth than 9% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-38%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$3,299,635

Down $470,105 (-12%) from 2014

Net Assets

Down

$3,299,635

Down $470,105 (-12%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin18th percentile

Revenue

Down

$192,746

Down $117,977 (-38%) from 2014

Expenses

Up

$235,478

Up $58,518 (+33%) from 2014

Net Income

Down

-$42,732

Down $176,495 (-132%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2015

Assets$3,299,635
Liabilities$0
Net Assets$3,299,635
Open 2015 Filing

Operations Trend

Revenue Growth12th percentile

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

2015

Revenue$192,746
Expenses$235,478
Net Income-$42,732
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret CarreraPresident-$0--
Philip M JoffeCFO-$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
2016-05-12
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
Raw XML Appendix319 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Margaret Carrera
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Philip M Joffe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Rancho Santa Fe
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Establishes Scholarship Programs for Children that Lack Financial Resources but have a high degree of apptitude.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Provides funds to support Veterinary students that have financial hardship. Funds to be used to offset tuition costs.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Funds to be used to support programs used in the direct education of children interested in science.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Student Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Funds to be used to feed homeless
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Christian Brothers High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Cristo Rey School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Sierra College Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3UC Davis School of Veterinary Medic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Ocean Discovery Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5San Pasqual Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Preuss School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Feeding America
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04315 Martin Luther King Jr Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16200 McMahon Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25000 Rocklin Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3University of California
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4211 Pacific Beach Drive Suite A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt517701 San Pasqual Valley Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6UC San Diego 9500 Gilman Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt79455 Waples Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Sacramento
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Sacramento
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Rocklin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Davis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Escondido
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6La Jolla
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195824
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295677
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395616
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692093
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd792121
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0212500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0169914
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05905
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0169914
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036681
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt036681
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0212500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt036681
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036681
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05905
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017664
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Asset Management Fees - Morgan Stanley
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017664
TaxesSchedule/TaxesDetail/Amt04554
TaxesSchedule/TaxesDetail/Amt185
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign
TaxesSchedule/TaxesDetail/CategoryTxt1FTB
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04554
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt185
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Margaret Carrera
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carrera-Joffe Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0680481048
ReturnHeader/Filer/PhoneNum05308232409
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box K
ReturnHeader/Filer/USAddress/CityNm0Rancho Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092067
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hullen and Ross CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02404 PROFESSIONAL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0956617773
ReturnHeader/PreparerPersonGrp/PhoneNum09167804999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael T Hullen CPA
ReturnHeader/ReturnTs02016-05-12T17:14:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,299,635
Liabilities
$0
Net assets
$3,299,635
Revenue
$192,746
Expenses
$235,478
Net income
-$42,732
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