Civic Intelligence

California Lutheran Educational Foundation

990 • Fiscal year 2011 • EIN 77-0076535

Jun 01, 2010 to May 31, 2011 • Filed on Mar 30, 2012

Organization ProfileWWW.CALLUTHERAN.EDU
60 West Olsen Road M/C 120091360-2700
Siviq Scores

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

Liabilities / Assets

75th percentile

0.56x

Higher debt load relative to assets than 75% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

38th percentile

-1.7%

Faster asset growth than 38% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$7,695,650

Down $130,395 (-1.7%) from 2010

Net Assets

Up

$3,357,472

Up $183,668 (+5.8%) from 2010

Liabilities

Down

$4,338,178

Down $314,063 (-6.8%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$0

Flat from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $7,826,045Liabilities 2010: $4,652,241Net Assets 2010: $3,173,8042010Assets 2011: $7,695,650Liabilities 2011: $4,338,178Net Assets 2011: $3,357,4722011Assets 2012: $6,521,469Liabilities 2012: $4,971,577Net Assets 2012: $1,549,8922012Assets 2013: $6,602,320Liabilities 2013: $4,974,494Net Assets 2013: $1,627,8262013Assets 2014: $6,694,254Liabilities 2014: $5,000,541Net Assets 2014: $1,693,7132014Assets 2015: $6,338,367Liabilities 2015: $4,771,669Net Assets 2015: $1,566,6982015Assets 2016: $5,656,062Liabilities 2016: $4,243,580Net Assets 2016: $1,412,4822016Assets 2017: $5,759,511Liabilities 2017: $4,307,382Net Assets 2017: $1,452,1292017Assets 2018: $5,858,008Liabilities 2018: $4,454,878Net Assets 2018: $1,403,1302018Assets 2019: $3,969,524Liabilities 2019: $2,713,861Net Assets 2019: $1,255,6632019Assets 2020: $3,026,054Liabilities 2020: $2,406,290Net Assets 2020: $619,7642020Assets 2021: $3,683,746Liabilities 2021: $2,705,443Net Assets 2021: $978,3032021Assets 2022: $3,261,152Liabilities 2022: $2,274,107Net Assets 2022: $987,0452022Assets 2023: $2,977,873Liabilities 2023: $2,117,973Net Assets 2023: $859,9002023Assets 2024: $3,166,965Liabilities 2024: $2,155,538Net Assets 2024: $1,011,4272024

Highlighted filing

2011

Assets$7,695,650
Liabilities$4,338,178
Net Assets$3,357,472
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KExpenses 2010: $02010Expenses 2011: $02011Expenses 2012: $2,4802012Expenses 2013: $2,4432013Revenue 2014: $36,317Expenses 2014: $15,273Net Income 2014: $21,0442014Revenue 2015: $27,289Expenses 2015: $24,060Net Income 2015: $3,2292015Revenue 2016: $16,596Expenses 2016: $27,006Net Income 2016: -$10,4102016Revenue 2017: $31,661Expenses 2017: $24,050Net Income 2017: $7,6112017Revenue 2018: $83,744Expenses 2018: $28,521Net Income 2018: $55,2232018Revenue 2019: $31,194Expenses 2019: $28,593Net Income 2019: $2,6012019Revenue 2020: $12,677Expenses 2020: $25,706Net Income 2020: -$13,0292020Revenue 2021: $169,047Expenses 2021: $29,223Net Income 2021: $139,8242021Revenue 2022: $91,781Expenses 2022: $28,954Net Income 2022: $62,8272022Revenue 2023: $9,978Expenses 2023: $30,059Net Income 2023: -$20,0812023Revenue 2024: $22,165Expenses 2024: $30,290Net Income 2024: -$8,1252024

Highlighted filing

2011

Revenue-
Expenses$0
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2010 to May 31, 2011
Signed
Mar 30, 2012
Return Version
2010v3.4
Gross Receipts
$0
Mission and Program Overview

Mission

The mission of the california lutheran education foundation is to market, administer and provide trusteeship for california lutheran university's planned giving, charitable trust and annuity programs.

Filing and Contact Details

Filer

EIN
77-0076535
Raw XML AppendixShowing 400 of 544 raw XML fields

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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE FOUNDATION'S ENDOWMENT CONSISTS OF SEVEN INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING BOTH DONOR-RESTRICTED AND FUNDS FUNCTIONING AS ENDOWMENT.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE FOUNDATION FOR UNCERTAIN TAX POSITIONS AS OF MAY 31, 2011. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE CURRENT YEAR AS WELL AS FISCAL YEARS 2008 TO 2010 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2ADJUSTMENT OF ACTUARIAL LIABILITY FOR ANNUITIES PAYABLE 115,542.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3ADJUSTMENT OF ACTUARIAL LIABILITY FOR ANNUITIES PAYABLE 115,543.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XI, LINE 8 - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART X:
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IRS990ScheduleD/OtherSecurities/Description0BENEFICIAL INTEREST IN ENDOWMENT FUNDS INVESTED BY CAL LUTHERAN UNIVERSITY
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IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0SUPPLEMENTAL INFORMATION
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IRS990ScheduleO/GeneralExplanation/Explanation0INFORMATION IS GATHERED BY STAFF AND FORWARDED TO A CPA FIRM TO PREPARE FORM 990. THE FORM IS REVIEWED BY THE TREASURER AND ASSISTANT TREASURER. UPON THEIR APPROVAL, A COPY OF THE FORM 990 IS MADE AVAILABLE TO BOARD MEMBERS VIA WEBSITE. AFTER ALL BOARD MEMBERS HAVE REVIEWED THE RETURN, IT IS SIGNED AND SUBMITTED.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATION REQUIRES ALL INDIVIDUALS WITH CONTRACT AUTHORITY TO COMPLETE A CONFLICT OF INTEREST FORM. ANY POTENTIAL ISSUES ARE BROUGHT TO THE ATTENTION OF MANAGEMENT AND THE BOARD OF REGENTS. VIOLATIONS ARE ADDRESSED AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 15B: CALIFORNIA LUTHERAN EDUCATIONAL FOUNDATION HAS NO COMPENSATED OFFICERS, TRUSTEES, OR EMPLOYEES.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON A REQUEST BASIS.
IRS990ScheduleO/GeneralExplanation/Explanation3HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS: ROD GILBERT, TED JENSEN, WILLIAM KRANTZ, RON MCDANIEL, AND SASAN NIKOOMANESH'S TIME IS DIVIDED AS FOLLOWS: CAL LUTHERAN EDUCATIONAL FOUNDATION .25 HRS PER WEEK CAL LUTHERAN UNIVERSITY 1 HR PER WEEK STEPHEN WHEATLY AND KAREN DAVIS' TIME IS DIVIDED AS FOLLOWS: CAL LUTHERAN EDUCATIONAL FOUNDATION .25 HRS PER WEEK CAL LUTHERAN UNIVERSITY 40 HRS PER WEEK
IRS990ScheduleO/GeneralExplanation/Explanation4NET UNREALIZED GAINS ON INVESTMENTS: 68,126. ADJUSTMENT OF ACTUARIAL LIABILITY FOR ANNUITIES PAYABLE 115,542. TOTAL TO FORM 990, PART XI, LINE 5: 183,668.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier1CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VII, SECTION A, COLUMN B:
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 5:
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IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1360 WEST OLSEN ROAD M/C 1200
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1460 WEST OLSEN ROAD M/C 1200
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1560 WEST OLSEN ROAD M/C 1200
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1660 WEST OLSEN ROAD M/C 1200
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IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1860 WEST OLSEN ROAD M/C 1200
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Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,695,650
Liabilities
$4,338,178
Net assets
$3,357,472
Revenue
-
Expenses
$0
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.17$2.16$1.01$0.02$0.03$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.98$2.12$0.86$0.01$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.26$2.27$0.99$0.09$0.03$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.68$2.71$0.98$0.17$0.03$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.03$2.41$0.62$0.01$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.97$2.71$1.26$0.03$0.03$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.86$4.45$1.40$0.08$0.03$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.76$4.31$1.45$0.03$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$5.66$4.24$1.41$0.02$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$6.34$4.77$1.57$0.03$0.02$0.00
2014Detailed filing. Detailed filing data is available for this year.$6.69$5.00$1.69$0.04$0.02$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.60$4.97$1.63$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.52$4.97$1.55$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.70$4.34$3.36$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.83$4.65$3.17$0.00