Civic Intelligence

The San Jose Public Library Foundation

990 • Fiscal year 2016 • EIN 77-0142379

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 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

55th percentile

0.06x

Higher debt load relative to assets than 55% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.05x

Higher debt load relative to revenue than 55% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

12th percentile

-27%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$125,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 21.0% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

5th percentile

-33%

Faster asset growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-4.4%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$510,033

Down $249,196 (-33%) from 2015

Net Assets

Down

$478,401

Down $157,989 (-25%) from 2015

Liabilities

Down

$31,632

Down $91,207 (-74%) from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin12th percentile

Revenue

Down

$594,135

Down $27,388 (-4.4%) from 2015

Expenses

Up

$751,862

Up $173,827 (+30%) from 2015

Net Income

Down

-$157,727

Down $201,215 (-463%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2016

Assets$510,033
Liabilities$31,632
Net Assets$478,401
Open 2016 Filing

Operations Trend

Revenue Growth34th 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

2016

Revenue$594,135
Expenses$751,862
Net Income-$157,727
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$607,464
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 provides advocacy and financial support to san jose's public libraries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$458,699$377,220▼ $81,479
Investments Program Related$146,262--
Pledges and Grants Receivable$126,966$128,631▲ $1,665
Land, Buildings, and Equipment, Net$0$2,479▲ $2,479
Inventories for Sale or Use$27,202$1,703▼ $25,499
Cash and Non-Interest-Bearing Accounts$100--
Total Assets$759,229$510,033▼ $249,196
Liabilities
Accounts Payable and Accrued Expenses$122,839$31,632▼ $91,207
Total Liabilities$122,839$31,632▼ $91,207
Net Assets / Fund Balance
Temporarily Rstr Net Assets$342,972$265,516▼ $77,456
Unrestricted Net Assets$293,418$212,885▼ $80,533
Total Net Assets Fund Balance$636,390$478,401▼ $157,989
Total Liabilities and Net Assets / Fund Balance$759,229$510,033▼ $249,196

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,479$225-
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lucia M CalveExecutive DirectorFT$125,000$125,000

Board Members and Trustees

NameTitle
Patricia WolfeChair
Theresa BumbVice Chair
Juliana PaoliNew Board Member
Rahul ChandhokNew Board Member
Venkat PullelaNew Board Member
Georgiana FlahertyAt Large
Karen Crocker SnellAt Large
Kathrina Q MirandaAt Large
Les BrowneAt Large
Sarah JanigianAt Large
Tom AtkinsonAt Large
Joyce MilliganEmerita Member
Daniel NewellEx-officio Member
Jill BourneEx-officio Member
Mary E LoudenSecretary
Jason PapierTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$592,923
Program Service Revenue
$0
Investment Income
$1,212
Other Revenue
$0
All Other Contributions
$492,923
Change in Net Assets
$-157,727

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Books and Publications-$15,000Replacement Cost
Other Non Cash Contri Table1$1,200Replacement Cost
Other Non Cash Contri Table1$1,200Replacement Cost
Total Noncash Contributions2$17,400-

Audited Revenue Reconciliation

Revenue per Audited Statements
$593,985
Revenue Not Reported on Financial Statements
$150
Revenue Not Reported on Form 990
$-262
Total Revenue per Audited Statements
$593,723
Total Revenue per Form 990
$594,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$315,200
Total Fundraising Expense$237,264
Other Expenses$223,005
Salaries, Compensation, and Employee Benefits$213,657
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$315,200--$315,200
Current Officers, Directors, Trustees, and Key Employees$20,673$11,629$96,905$129,207
Other Salaries and Wages$9,863$5,548$46,233$61,644
Office Expenses-$2,496$47,570$50,066
Payroll Taxes$2,332$1,311$10,929$14,572
Other Expenses$1,032$2,150$8,163$11,345
Other Employee Benefits$1,317$741$6,176$8,234
Information Technology$1,131$636$5,300$7,067
All Other Expenses$38$89$2,617$2,744
Travel$352$198$1,650$2,200
Conferences and Meetings-$1,033-$1,033
Insurance$127$71$595$793
Depreciation Depletion-$225-$225
Fees for Services Other-$150-$150
Total Functional Expenses$455,373$59,225$237,264$751,862

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$751,862
Expenses per Audited Statements$751,712
Total Expenses per Audited Statements$751,712
Expenses Not Reported on Financial Statements$150
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Jose Public LibrarySan Jose, CA-Support Library Program$315,200
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
Backup withholding compliance
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 11B

“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
Jason Papier
Title
President
Phone
4088082174
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Papier
Formed
1987
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
3
Volunteers
10

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 an 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 the audit committee review the audit plan with the auditors. A draft of the financial statement and audit findings are discussed by the auditor with the audit 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.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“INVESTMENT EXPENSES”

Raw XML AppendixShowing 400 of 528 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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IRS990/Form990PartVIISectionAGrp/TitleTxt5AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt6AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EMERITA MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11EX-OFFICIO MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12EX-OFFICIO MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13NEW BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14NEW BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15NEW BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-298
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt0100000
IRS990/GrantAmt0315200
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0315200
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0315200
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013031
IRS990/GrossReceiptsAmt0607464
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05300
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0636
IRS990/InformationTechnologyGrp/ProgramServicesAmt01131
IRS990/InformationTechnologyGrp/TotalAmt07067
IRS990/InsuranceGrp/FundraisingAmt0595
IRS990/InsuranceGrp/ManagementAndGeneralAmt071
IRS990/InsuranceGrp/ProgramServicesAmt0127
IRS990/InsuranceGrp/TotalAmt0793
IRS990/InventoriesForSaleOrUseGrp/BOYAmt027202
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01703
IRS990/InvestmentIncomeGrp/ExclusionAmt01510
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01510
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0146262
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0225
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02479
IRS990/LandBldgEquipCostOrOtherBssAmt02704
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt013329
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/NetAssetsOrFundBalancesBOYAmt0636390
IRS990/NetAssetsOrFundBalancesEOYAmt0478401
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-298
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-298
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-262
IRS990/NoncashContributionsAmt025020
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt047570
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02496
IRS990/OfficeExpensesGrp/TotalAmt050066
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06176
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0741
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01317
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08234
IRS990/OtherExpensesGrp/Desc0LITERACY EVENTS
IRS990/OtherExpensesGrp/Desc1OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc2IN-KIND DONATED FACILIT
IRS990/OtherExpensesGrp/Desc3DUES, FEES, AND OTHER C
IRS990/OtherExpensesGrp/FundraisingAmt03611
IRS990/OtherExpensesGrp/FundraisingAmt17515
IRS990/OtherExpensesGrp/FundraisingAmt28163
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt032046
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1902
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22150
IRS990/OtherExpensesGrp/ProgramServicesAmt086301
IRS990/OtherExpensesGrp/ProgramServicesAmt1404
IRS990/OtherExpensesGrp/ProgramServicesAmt216603
IRS990/OtherExpensesGrp/ProgramServicesAmt31032
IRS990/OtherExpensesGrp/TotalAmt086301
IRS990/OtherExpensesGrp/TotalAmt136061
IRS990/OtherExpensesGrp/TotalAmt225020
IRS990/OtherExpensesGrp/TotalAmt311345
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt046233
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05548
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09863
IRS990/OtherSalariesAndWagesGrp/TotalAmt061644
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt010929
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01311
IRS990/PayrollTaxesGrp/ProgramServicesAmt02332
IRS990/PayrollTaxesGrp/TotalAmt014572
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0126966
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0128631
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JASON PAPIER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0620454
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0194881
IRS990/PYInvestmentIncomeAmt01069
IRS990/PYOtherExpensesAmt0214761
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt043488
IRS990/PYSalariesCompEmpBnftPaidAmt0168393
IRS990/PYTotalExpensesAmt0578035
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0621523
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-157727
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0458699
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0377220
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0592923
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0620454
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0501342
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0418975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0702233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02835927
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt07800
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt07800
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt015600
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01510
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01400
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05106
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01565
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01261
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010842
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99620
IRS990ScheduleA/PublicSupportPY170Pct00.99550
IRS990ScheduleA/PublicSupportTotal170Amt02851527
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0592923
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0620454
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0501342
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0426775
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0710033
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02851527
IRS990ScheduleA/TotalSupportAmt02862369
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/EquipmentGrp/BookValueAmt02479
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0225
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt02704
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0150
IRS990ScheduleD/ExpensesSubtotalAmt0751712
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0150
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0150
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-262
IRS990ScheduleD/RevenueNotReportedAmt0-262
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0150
IRS990ScheduleD/RevenueSubtotalAmt0593985
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/ExplanationTxt1INVESTMENT EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02479
IRS990ScheduleD/TotalExpensesPerForm990Amt0751862
IRS990ScheduleD/TotalRevenuePerForm990Amt0594135
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0593723
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0751712
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0315200

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$510,033
Liabilities
$31,632
Net assets
$478,401
Revenue
$594,135
Expenses
$751,862
Net income
-$157,727
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