Civic Intelligence

The San Jose Public Library Foundation

990 • Fiscal year 2015 • EIN 77-0142379

Jan 01, 2015 to Dec 31, 2015 • Filed on May 15, 2017

Organization ProfileWWW.SJPLF.ORG
PO Box 611540San Jose, CA 95161-1540

(408) 808-2174

Siviq Scores

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

Liabilities / Assets

67th percentile

0.16x

Higher debt load relative to assets than 67% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

73rd percentile

0.20x

Higher debt load relative to revenue than 73% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

60th percentile

7.0%

Higher net margin than 60% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

70th percentile

$56,255

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

79th percentile

21%

Faster asset growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

82nd percentile

33%

Faster revenue growth than 82% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$759,229

Up $132,130 (+21%) from 2014

Net Assets

Up

$636,390

Up $43,585 (+7.4%) from 2014

Liabilities

Up

$122,839

Up $88,545 (+258%) from 2014

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin60th percentile

Revenue

Up

$621,523

Up $153,508 (+33%) from 2014

Expenses

Up

$578,035

Up $122,531 (+27%) from 2014

Net Income

Up

$43,488

Up $30,977 (+248%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $662,590Liabilities 2011: $18,536Net Assets 2011: $644,0542011Assets 2012: $772,788Liabilities 2012: $111,381Net Assets 2012: $661,4072012Assets 2013: $710,496Liabilities 2013: $127,237Net Assets 2013: $583,2592013Assets 2014: $627,099Liabilities 2014: $34,294Net Assets 2014: $592,8052014Assets 2015: $759,229Liabilities 2015: $122,839Net Assets 2015: $636,3902015Assets 2016: $510,033Liabilities 2016: $31,632Net Assets 2016: $478,4012016Assets 2017: $793,075Liabilities 2017: $27,268Net Assets 2017: $765,8072017Assets 2018: $3,454,265Liabilities 2018: $407,158Net Assets 2018: $3,047,1072018Assets 2019: $4,335,982Liabilities 2019: $1,303,431Net Assets 2019: $3,032,5512019Assets 2020: $6,766,319Liabilities 2020: $1,224,453Net Assets 2020: $5,541,8662020Assets 2021: $11,266,259Liabilities 2021: $1,988,513Net Assets 2021: $9,277,7462021Assets 2022: $16,562,111Liabilities 2022: $823,704Net Assets 2022: $15,738,4072022Assets 2023: $16,617,956Liabilities 2023: $926,061Net Assets 2023: $15,691,8952023Assets 2024: $9,555,349Liabilities 2024: $944,882Net Assets 2024: $8,610,4672024

Highlighted filing

2015

Assets$759,229
Liabilities$122,839
Net Assets$636,390
Open 2015 Filing

Operations Trend

Revenue Growth82nd percentile

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

$20M$10M$0-$10MRevenue 2011: $358,974Expenses 2011: $486,275Net Income 2011: -$127,3012011Revenue 2012: $703,494Expenses 2012: $686,141Net Income 2012: $17,3532012Revenue 2013: $420,540Expenses 2013: $498,688Net Income 2013: -$78,1482013Revenue 2014: $468,015Expenses 2014: $455,504Net Income 2014: $12,5112014Revenue 2015: $621,523Expenses 2015: $578,035Net Income 2015: $43,4882015Revenue 2016: $594,135Expenses 2016: $751,862Net Income 2016: -$157,7272016Revenue 2017: $649,542Expenses 2017: $362,137Net Income 2017: $287,4052017Revenue 2018: $4,060,003Expenses 2018: $1,778,703Net Income 2018: $2,281,3002018Revenue 2019: $2,778,092Expenses 2019: $2,802,600Net Income 2019: -$24,5082019Revenue 2020: $5,384,659Expenses 2020: $2,930,665Net Income 2020: $2,453,9942020Revenue 2021: $7,329,963Expenses 2021: $3,556,967Net Income 2021: $3,772,9962021Revenue 2022: $12,519,106Expenses 2022: $5,635,102Net Income 2022: $6,884,0042022Revenue 2023: $6,175,965Expenses 2023: $6,485,194Net Income 2023: -$309,2292023Revenue 2024: $5,966,101Expenses 2024: $13,072,199Net Income 2024: -$7,106,0982024

Highlighted filing

2015

Revenue$621,523
Expenses$578,035
Net Income$43,488
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$621,854
Mission and Program Overview

Mission

The foundation provides advocacy, financial support, and leadership to our public libraries and educational programs throughout san jose to create an educated, equitable, and engaged community.

The foundation inspires a vibrant literate community, nurtures a passion for lifelong learning and stimulates community engagement by providing advocacy, financial support and innovative leadership to transform san jose's public libraries into vibrant learning center

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$253,642$458,699▲ $205,057
Investments in Publicly Traded Securities$269,032--
Investments Program Related-$146,262-
Pledges and Grants Receivable$72,126$126,966▲ $54,840
Inventories for Sale or Use$32,287$27,202▼ $5,085
Cash and Non-Interest-Bearing Accounts$12$100▲ $88
Total Assets$627,099$759,229▲ $132,130
Liabilities
Accounts Payable and Accrued Expenses$34,294$122,839▲ $88,545
Total Liabilities$34,294$122,839▲ $88,545
Net Assets / Fund Balance
Unrestricted Net Assets$310,221$344,918▲ $34,697
Temporarily Rstr Net Assets$282,584$291,472▲ $8,888
Total Net Assets Fund Balance$592,805$636,390▲ $43,585
Total Liabilities and Net Assets / Fund Balance$627,099$759,229▲ $132,130

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$146,262--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Shari MullenDonor Relations ManagerFT$56,255$56,255
Lucia M CalveExecutive DirectorFT$15,625$15,625

Board Members and Trustees

NameTitle
Patricia WolfeChair
Theresa BumbVice Chair
Frances RushingAt Large
Georgiana FlahertyAt Large
Jane LightAt Large
Jodi Engle MouratisAt Large
Karen Crocker SnellAt Large
Kathrina Q MirandaAt Large
Les BrowneAt Large
Mary E LoudenAt Large
Philip AdamsAt Large
Tom AtkinsonAt Large
Sarah JanigianSecretary
Jason PapierTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$620,454
Program Service Revenue
$0
Investment Income
$1,069
Other Revenue
$0
All Other Contributions
$570,454
Change in Net Assets
$43,488

Audited Revenue Reconciliation

Revenue per Audited Statements
$621,348
Revenue Not Reported on Financial Statements
$175
Revenue Not Reported on Form 990
$97
Total Revenue per Audited Statements
$621,445
Total Revenue per Form 990
$621,523
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$214,761
Grants and Similar Amounts Paid$194,881
Salaries, Compensation, and Employee Benefits$168,393
Total Fundraising Expense$142,927
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$194,881--$194,881
Current Officers, Directors, Trustees, and Key Employees$103,302$12,396$22,038$137,736
Office Expenses--$18,188$18,188
Other Employee Benefits$13,061$1,567$2,786$17,414
Payroll Taxes$9,932$1,192$2,119$13,243
Other Expenses$8,715$1,046$1,859$11,620
All Other Expenses$4,561$1,290$2,587$8,438
Insurance$2,376$285$507$3,168
Travel$1,893$227$404$2,524
Conferences and Meetings-$1,847-$1,847
Information Technology$1,101$132$235$1,468
Fees for Services Other-$175-$175
Total Functional Expenses$401,721$33,387$142,927$578,035

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$578,035
Expenses per Audited Statements$577,860
Total Expenses per Audited Statements$577,860
Expenses Not Reported on Financial Statements$175
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Jose Public LibrarySan Jose, CA-Support Library Program$194,881
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The tax return is prepared by a certified public accountant and is forwarded to the treasurer for review and approval. Once it is approved the certified public accountant will print out the final return for signature and mailing.”

Form 990, Part VI, Section B, Line 12C

“All officers / directors are required to disclose potential conflicts prior to becoming a board member and are required to disclose any potential conflicts as they arise while serving on the board.”

Form 990, Part VI, Section B, Line 15A

“The ed's compensation is determined by the board of directors. The compensation package was developed by reviewing market surveys which provided compensation ranges based on comparable non-profit organizations, location, organization size and the ed's responsibilitiy level. The board also took into consideration the following: relationship of the ed compensation to the compensation of other employees, the complexity of the organization and its size, the job duties of the ed, the individual's salary history, and the organization's need to services of the ed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available to the public via the internet through the guidestar website or via directly upon request.”

Filing and Contact Details

Filer

Filer Name
San Jose Public Library Foundation
EIN
77-0142379
Phone
4088082174
Address
PO BOX 611540, SAN JOSE, CA 95161-1540

Signing Officer

Name
Lucia M Calve
Title
Executive Director
Phone
4088082174
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lucia M Calve
Formed
1987
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
19

Preparer

Firm
Johanson & Yau Accountancy Corp
Address
160 W SANTA CLARA ST SUITE 900, SAN JOSE, CA 95113
Preparer
Sara Kelley
Phone
4082885111
Supplemental Narrative

Additional Explanations

Part XI Line 2C

“The organization has a audit committee of the board that is responsible for selecting an independent auditor each year. The make-up of the audit committee complies with california law. The treasurer and audit committee review the audit plan with the auditor. A draft of the financial statement and audit findings are discussed by the auditor with the committee prior to issuance of the financial statement.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is not classified as a private foundation and is exempt from federal and state income taxes under section 501(c)3 of the internal revenue code and section 23701(d) of the california code. The foundation is a publicly supported organization. The financial accounting standards board prescribes a recognition threshold and a measurement attribute for financial statement recognition of tax positions taken or expected on a tax return. Management has evaluated its uncertain tax positions and related income tax contingencies and does not believe any material tax positions exist.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt6AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt7AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt8AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt10AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt11AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt12AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt13AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DONOR RELATIONS MANAGER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt0-331
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt050000
IRS990/GrantAmt0194881
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IRS990/GrantsToOrganizationsInd01
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0235
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0132
IRS990/InformationTechnologyGrp/ProgramServicesAmt01101
IRS990/InformationTechnologyGrp/TotalAmt01468
IRS990/InsuranceGrp/FundraisingAmt0507
IRS990/InsuranceGrp/ManagementAndGeneralAmt0285
IRS990/InsuranceGrp/ProgramServicesAmt02376
IRS990/InsuranceGrp/TotalAmt03168
IRS990/InventoriesForSaleOrUseGrp/BOYAmt032287
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IRS990/InvestmentIncomeGrp/ExclusionAmt01400
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01400
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0269032
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0331
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION INSPIRES A VIBRANT LITERATE COMMUNITY, NURTURES A PASSION FOR LIFELONG LEARNING AND STIMULATES COMMUNITY ENGAGEMENT BY PROVIDING ADVOCACY, FINANCIAL SUPPORT AND INNOVATIVE LEADERSHIP TO TRANSFORM SAN JOSE'S PUBLIC LIBRARIES INTO VIBRANT LEARNING CENTERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0592805
IRS990/NetAssetsOrFundBalancesEOYAmt0636390
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-331
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-331
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt097
IRS990/NoncashContributionsAmt011620
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt018188
IRS990/OfficeExpensesGrp/TotalAmt018188
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02786
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01567
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt013061
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017414
IRS990/OtherExpensesGrp/Desc0LITERACY EVENTS
IRS990/OtherExpensesGrp/Desc1OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc2DONOR APPRECIATION
IRS990/OtherExpensesGrp/Desc3IN-KIND DONATED FACILIT
IRS990/OtherExpensesGrp/FundraisingAmt025745
IRS990/OtherExpensesGrp/FundraisingAmt137864
IRS990/OtherExpensesGrp/FundraisingAmt228595
IRS990/OtherExpensesGrp/FundraisingAmt31859
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013230
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11046
IRS990/OtherExpensesGrp/ProgramServicesAmt061899
IRS990/OtherExpensesGrp/ProgramServicesAmt18715
IRS990/OtherExpensesGrp/TotalAmt087644
IRS990/OtherExpensesGrp/TotalAmt151094
IRS990/OtherExpensesGrp/TotalAmt228595
IRS990/OtherExpensesGrp/TotalAmt311620
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02119
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01192
IRS990/PayrollTaxesGrp/ProgramServicesAmt09932
IRS990/PayrollTaxesGrp/TotalAmt013243
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt072126
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0126966
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LUCIA M CALVE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0462909
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt067194
IRS990/PYInvestmentIncomeAmt05106
IRS990/PYOtherExpensesAmt0182726
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt012511
IRS990/PYSalariesCompEmpBnftPaidAmt0205584
IRS990/PYTotalExpensesAmt0455504
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0468015
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt043488
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0253642
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0458699
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0620454
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0501342
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0418975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0702233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0356581
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02599585
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt07800
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt07800
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt07800
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt023400
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01400
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05106
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01565
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01261
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02393
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011725
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99550
IRS990ScheduleA/PublicSupportPY170Pct00.87420
IRS990ScheduleA/PublicSupportTotal170Amt02622985
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0620454
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0501342
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0426775
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0710033
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0364381
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02622985
IRS990ScheduleA/TotalSupportAmt02634710
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0175
IRS990ScheduleD/ExpensesSubtotalAmt0577860
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0175
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0175
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/NetUnrealizedGainsInvstAmt097
IRS990ScheduleD/RevenueNotReportedAmt097
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0175
IRS990ScheduleD/RevenueSubtotalAmt0621348
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA CODE. THE FOUNDATION IS A PUBLICLY SUPPORTED ORGANIZATION. THE FINANCIAL ACCOUNTING STANDARDS BOARD PRESCRIBES A RECOGNITION THRESHOLD AND A MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED ON A TAX RETURN. MANAGEMENT HAS EVALUATED ITS UNCERTAIN TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES AND DOES NOT BELIEVE ANY MATERIAL TAX POSITIONS EXIST.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueProgramRltdAmt0146262
IRS990ScheduleD/TotalExpensesPerForm990Amt0578035
IRS990ScheduleD/TotalRevenuePerForm990Amt0621523
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0621445
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0577860
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0194881

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$759,229
Liabilities
$122,839
Net assets
$636,390
Revenue
$621,523
Expenses
$578,035
Net income
$43,488
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.56$0.94$8.61$5.97$13.1$7.11
2023Detailed filing. Detailed filing data is available for this year.$16.6$0.93$15.7$6.18$6.49$0.31
2022Detailed filing. Detailed filing data is available for this year.$16.6$0.82$15.7$12.5$5.64$6.88
2021Detailed filing. Detailed filing data is available for this year.$11.3$1.99$9.28$7.33$3.56$3.77
2020Detailed filing. Detailed filing data is available for this year.$6.77$1.22$5.54$5.38$2.93$2.45
2019Detailed filing. Detailed filing data is available for this year.$4.34$1.30$3.03$2.78$2.80$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.45$0.41$3.05$4.06$1.78$2.28
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.03$0.77$0.65$0.36$0.29
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.03$0.48$0.59$0.75$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.12$0.64$0.62$0.58$0.04
2014Summary only. Only limited summary data is available for this year.$0.63$0.03$0.59$0.47$0.46$0.01
2013Summary only. Only limited summary data is available for this year.$0.71$0.13$0.58$0.42$0.50$0.08
2012Summary only. Only limited summary data is available for this year.$0.77$0.11$0.66$0.70$0.69$0.02
2011Summary only. Only limited summary data is available for this year.$0.66$0.02$0.64$0.36$0.49$0.13