Civic Intelligence

David Whitmire Hearst Jr Foundation

990PF • Fiscal year 2013 • EIN 71-0917959

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 16, 2014

Organization Profile
11455 El Camino Real Suite 30592130

(858) 720-9831

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

95th percentile

81%

Higher net margin than 95% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

99th percentile

701%

Faster asset growth than 99% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2011 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$4,635,846

Up $4,634,475 (+338036%) from 2012

Net Assets

Up

$4,634,447

Up $4,633,076 (+337934%) from 2012

Liabilities

Up

$1,399

Up $1,399 from 2012

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin95th percentile

Revenue

$5,727,037

No earlier filing loaded for comparison.

Expenses

Down

$1,093,961

Down $36,937 (-3.3%) from 2012

Net Income

$4,633,076

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $72,269Liabilities 2011: $0Net Assets 2011: $72,2692011Assets 2012: $1,371Liabilities 2012: $0Net Assets 2012: $1,3712012Assets 2013: $4,635,846Liabilities 2013: $1,399Net Assets 2013: $4,634,4472013

Highlighted filing

2013

Assets$4,635,846
Liabilities$1,399
Net Assets$4,634,447
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Expenses 2011: $1,734,3712011Expenses 2012: $1,130,8982012Revenue 2013: $5,727,037Expenses 2013: $1,093,961Net Income 2013: $4,633,0762013

Highlighted filing

2013

Revenue$5,727,037
Expenses$1,093,961
Net Income$4,633,076
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 16, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID W HEARST JRPres./Director-$0--
WARREN COLEYSec'Y/Director-$0--
KEN NISHINACFO/Director-$0--
CINDY TOMDirector-$0--
BRIGITTE J COLEYDirector-$0--
KERSTIN RICHERT-MOTULLODirector-$0--
CHRISTOPHER ESPINELIDirector-$0--
Filing and Contact Details

Filer

EIN
71-0917959
Phone
8587209831

Signing Officer

Name
David Whitmire Hearst Jr
Title
President
Phone
8587209831
Signed
2014-07-16

Preparer

Preparer
Laurence H Crestol CPA
Phone
8189995890
Raw XML Appendix330 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1OTHER STRATEGY FUNDS
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LAURENCE H CRESTOL CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1023202 OXNARD STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0WOODLAND HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode091367
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08189995890
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS QUALIFYING PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10VARIOUS SELECTED 501 C3 ENTITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine20VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode091367
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0973200
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/AppliedToCurrentYearAmt0235046
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0235046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01130748
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01251500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01067500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01517406
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0588924
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0588924
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05705308
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0738154
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01130748
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01251500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01067500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01517406
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0973200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0738154
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06294232
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05556078
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID WHITMIRE HEARST JR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1011455 EL CAMINO REAL SUITE 305
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0SAN DIEGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode092130
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0585000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SECURITY SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010309
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110413
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL TAXES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01399
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt051446
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PORTFOLIO MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt051446
TaxesSchedule/TaxesDetail/Amt0764
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN WITHHOLDING TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0764
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WHITMIRE HEARST JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08587209831
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10DAVID WHITMIRE HEARST JR
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0710917959
ReturnHeader/Filer/PhoneNum08587209831
ReturnHeader/Filer/USAddress/AddressLine1011455 EL CAMINO REAL SUITE 305
ReturnHeader/Filer/USAddress/City0SAN DIEGO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953624324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CRESTOL ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1023202 OXNARD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0913673121
ReturnHeader/PreparerPersonGrp/PhoneNum08189995890
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURENCE H CRESTOL CPA
ReturnHeader/ReturnTs02014-07-17T14:55:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,635,846
Liabilities
$1,399
Net assets
$4,634,447
Revenue
$5,727,037
Expenses
$1,093,961
Net income
$4,633,076
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.63$5.73$1.09$4.63
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.13
2011Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.73