Civic Intelligence

The San Jose Public Library Foundation

990 • Fiscal year 2021 • EIN 77-0142379

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 15, 2022

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

51st percentile

0.18x

Higher debt load relative to assets than 51% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.27x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

87th percentile

51%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$164,433

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

93rd percentile

67%

Faster asset growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

36%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$11,266,259

Up $4,499,940 (+67%) from 2020

Net Assets

Up

$9,277,746

Up $3,735,880 (+67%) from 2020

Liabilities

Up

$1,988,513

Up $764,060 (+62%) from 2020

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin87th percentile

Revenue

Up

$7,329,963

Up $1,945,304 (+36%) from 2020

Expenses

Up

$3,556,967

Up $626,302 (+21%) from 2020

Net Income

Up

$3,772,996

Up $1,319,002 (+54%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2021

Assets$11,266,259
Liabilities$1,988,513
Net Assets$9,277,746
Open 2021 Filing

Operations Trend

Revenue Growth73rd 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

2021

Revenue$7,329,963
Expenses$3,556,967
Net Income$3,772,996
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 15, 2022
Return Version
2021v4.0
Gross Receipts
$12,250,434
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 joses public libraries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,447,036$6,312,972▲ $865,936
Cash and Non-Interest-Bearing Accounts$1,099,078$4,757,348▲ $3,658,270
Pledges and Grants Receivable$209,123$158,370▼ $50,753
Prepaid Expenses and Deferred Charges$11,082$37,569▲ $26,487
Total Assets$6,766,319$11,266,259▲ $4,499,940
Liabilities
Deferred Revenue-$933,056-
Grants Payable$1,135,078$767,750▼ $367,328
Accounts Payable and Accrued Expenses$47,679$287,707▲ $240,028
Unsecured Notes Loans Payable$41,696--
Total Liabilities$1,224,453$1,988,513▲ $764,060
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,262,302$7,832,203▲ $3,569,901
Net Assets Without Donor Restrictions$1,279,564$1,445,543▲ $165,979
Total Net Assets Fund Balance$5,541,866$9,277,746▲ $3,735,880
Total Liabilities and Net Assets / Fund Balance$6,766,319$11,266,259▲ $4,499,940

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$601,969$361,031▲ $46,549-$1,003,832
2020$101,000$446,011▲ $57,957-$601,969
2019-$101,000--$101,000
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dawn CoppinExecutive DiFT$153,533$10,900$164,433
Dawn CoppinExecutive Director-$153,533$10,900$164,433

Board Members and Trustees

NameTitle
Jason PapierChair
Anthony RodriguezMember
Erica FensomMember
James LandrumMember
Meri MabenMember
Michelle PeacockMember
Patricia WolfeMember
Rebecca LeeMember
Roy EitanMember
Stephanie BirondoMember
Constance Von MuehlenSecretary
Scott WheltonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,214,661
Program Service Revenue
$4,500
Investment Income
$110,802
Other Revenue
$0
All Other Contributions
$4,933,535
Change in Net Assets
$3,772,996

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
Other Non Cash Contri Table2$269,503Acquisition Value
Other Non Cash Contri Table1$25,000Acquisition Value
Securities Publicly Traded1$1,918Market Value
Total Noncash Contributions4$296,421-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,299,947
Revenue Not Reported on Financial Statements
$30,016
Revenue Not Reported on Form 990
$-1,356
Total Revenue per Audited Statements
$7,298,591
Total Revenue per Form 990
$7,329,963
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,892,771
Salaries, Compensation, and Employee Benefits$872,959
Other Expenses$791,237
Total Fundraising Expense$195,507
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,864,771--$1,864,771
Other Salaries and Wages$392,219$114,825$75,745$582,789
Current Officers, Directors, Trustees, and Key Employees$50,456$73,104$40,873$164,433
Payroll Taxes$51,410$15,208$9,437$76,055
Office Expenses$18,132$10,803$24,564$53,499
Other Employee Benefits$20,037$18,293$11,352$49,682
Other Expenses$20,079$4,175$5,969$30,223
Fees for Service Investment Mgmnt Fees$10,005$10,005$10,006$30,016
Grants to Domestic Individuals$28,000--$28,000
Advertising$9,710-$4,275$13,985
Insurance$2,725$3,325$2,063$8,113
Conferences and Meetings-$3,405$674$4,079
Travel$1,010$472-$1,482
Total Functional Expenses$3,063,028$298,432$195,507$3,556,967

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,562,711
Total Expenses per Form 990$3,556,967
Expenses per Audited Statements$3,526,951
Expenses Not Reported on Form 990$35,760
Expenses Not Reported on Financial Statements$30,016
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Jose Public LibrarySan Jose, CAGovEmpower$403,474
Campbell Union School DistrictCampbell, CAGovEducate$264,419
San Jose Public LibrarySan Jose, CAGovEmpower$230,000
Evergreen School DistrictSan Jose, CAGovEducate$229,163
San Jose Public LibrarySan Jose, CAGovEngage$134,208
San Jose Public LibrarySan Jose, CAGovEducate$106,241
Mt PleasantSan Jose, CAGovEducate$79,300
Luther Burbank School DistrictSan Jose, CAGovEducate$63,600
Rocketship Elementary SchoolSan Jose, CAGovEducate$51,063
San Jose Public LibrarySan Jose, CAGovEducate$33,800
Alum Rock School DistrictSan Jose, CAGovEducate-
Santa Clara County Office of EducatSan Jose, CAGovEducate-
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 35% controlled entity
No
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, Page 6, Part VI, Line 11B

“The tax return is prepared by a certified public accountant then reviewed by the executive director, audit committee, and the board of directors for approval.”

Form 990, Page 6, Part VI, 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, Page 6, Part VI, Line 15A

“The eds 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 eds responsibility level. The board also took into consideration the following: relationship of the ed's compensation to the compensation of other employees, the complexity of the organization and its size, the job duties of the ed, the individuals salary history, and the value of the service capacity of the ed to the organization.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents available to the public through its website or 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
Scott Whelton
Title
Treasurer
Phone
4088082174
Signed
2022-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Whelton
Formed
1987
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
61
Volunteers
20

Preparer

Firm
Chavan & Associates Llp
Address
15105 CONCORD CIRCLE SUITE 130, MORGAN HILL, CA 95037
Preparer
Sheldon Chavan
Phone
4082178749
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The purpose of the foundations endowment fund (the fund) is to support childrens programs, resources, and materials at the almaden branch of the san jose public library. Children are defined as being age birth to 14 years old. All direct childrens program costs, including materials, supplies, equipment, program personnel, capital projects, renovations, communications, may be paid by the fund.”

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IRS990/GrantsPayableGrp/BOYAmt01135078
IRS990/GrantsPayableGrp/EOYAmt0767750
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt028000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt028000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01864771
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01864771
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt03962
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04945743
IRS990/GrossReceiptsAmt012250434
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
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IRS990/InsuranceGrp/FundraisingAmt02063
IRS990/InsuranceGrp/ManagementAndGeneralAmt03325
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IRS990/InsuranceGrp/TotalAmt08113
IRS990/InvestmentIncomeGrp/ExclusionAmt081568
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt081568
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt09277746
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt029234
IRS990/NetUnrlzdGainsLossesInvstAmt0-37116
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IRS990/NoncashContributionsAmt0296421
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IRS990/OfficeExpensesGrp/FundraisingAmt024564
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010803
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IRS990/OfficeExpensesGrp/TotalAmt053499
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011352
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt018293
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt020037
IRS990/OtherEmployeeBenefitsGrp/TotalAmt049682
IRS990/OtherExpensesGrp/Desc0OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc1COMPUTER SOFTWARE
IRS990/OtherExpensesGrp/Desc2LICENSE AND FEES
IRS990/OtherExpensesGrp/FundraisingAmt010549
IRS990/OtherExpensesGrp/FundraisingAmt15969
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt044817
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14175
IRS990/OtherExpensesGrp/ProgramServicesAmt0406604
IRS990/OtherExpensesGrp/ProgramServicesAmt1187870
IRS990/OtherExpensesGrp/ProgramServicesAmt220079
IRS990/OtherExpensesGrp/TotalAmt0461970
IRS990/OtherExpensesGrp/TotalAmt1187870
IRS990/OtherExpensesGrp/TotalAmt230223
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt075745
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0114825
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0392219
IRS990/OtherSalariesAndWagesGrp/TotalAmt0582789
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt09437
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015208
IRS990/PayrollTaxesGrp/ProgramServicesAmt051410
IRS990/PayrollTaxesGrp/TotalAmt076055
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0209123
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0158370
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011082
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037569
IRS990/PrincipalOfficerNm0SCOTT WHELTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04500
IRS990/ProgSrvcAccomActy2Grp/Desc0ENGAGE: THE FOUNDATION ENHANCES THE LIBRARY'S ROLE AS THE HEART OF THE COMMUNITY, STRENGTHENING ITS FUNCTION AS A DEPENDABLE AND VIBRANT NEIGHBORHOOD GATHERING PLACE, A TRUSTED HUB FOR SHARING IDEAS, RESOURCES, AND INFORMATION AND INCLUDES THE BRANCH SUPPORT, ART AND CULTURE, TEENHQ, SUMMER LEARNING, AND SJ ENGAGE PROGRAMS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0142730
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0134208
IRS990/ProgSrvcAccomActy3Grp/Desc0EMPOWER: THE FOUNDATION'S PROGRAMS ENVISION TRUE EQUITY BY FORTIFYING COMMUNITY MEMBERS WITH THE KNOWLEDGE AND SKILLS TO ACTIVELY PARTICIPATE IN DEMOCRACY, BOLSTERING THEIR ABILITY TO MOVE ALONG LIFE'S PATH OR TO CHART A NEW COURSE ENTIRELY AND INCLUDES THE SJ ACCESS, SJ ASPIRES, SJPL WORKS, RESILIENCE CORPS, FAMILY, FRIEND, AND NEIGHBOR (FFN) CAREGIVER SUPPORT NETWORK PROGRAMS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01478619
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0584752
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05329027
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02149480
IRS990/PYInvestmentIncomeAmt055632
IRS990/PYOtherExpensesAmt0402577
IRS990/PYRevenuesLessExpensesAmt02453994
IRS990/PYSalariesCompEmpBnftPaidAmt0378608
IRS990/PYTotalExpensesAmt02930665
IRS990/PYTotalRevenueAmt05384659
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt03772996
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07214661
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05329027
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02740845
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04051396
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0658913
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019994842
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt081568
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt055632
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt037535
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08607
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0905
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0184247
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04500
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93590
IRS990ScheduleA/PublicSupportPY170Pct00.99230
IRS990ScheduleA/PublicSupportTotal170Amt018886238
IRS990ScheduleA/SubstantialContributorsTotAmt01108604
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07214661
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05329027
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02740845
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04051396
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0658913
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt019994842
IRS990ScheduleA/TotalSupportAmt020179089
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.79000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt07390
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0601969
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0361031
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01003832
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-5000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt046549
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02999
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0101000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0446011
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0601969
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt057957
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0101000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0101000
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt035760
IRS990ScheduleD/DonatedServicesUseFcltsAmt035760
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt035760
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt030016
IRS990ScheduleD/ExpensesSubtotalAmt03526951
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt030016
IRS990ScheduleD/InvestmentExpensesNotIncldAmt030016
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-37116
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.21000
IRS990ScheduleD/RevenueNotReportedAmt0-1356
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt030016
IRS990ScheduleD/RevenueSubtotalAmt07299947
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE FOUNDATIONS ENDOWMENT FUND (THE FUND) IS TO SUPPORT CHILDRENS PROGRAMS, RESOURCES, AND MATERIALS AT THE ALMADEN BRANCH OF THE SAN JOSE PUBLIC LIBRARY. CHILDREN ARE DEFINED AS BEING AGE BIRTH TO 14 YEARS OLD. ALL DIRECT CHILDRENS PROGRAM COSTS, INCLUDING MATERIALS, SUPPLIES, EQUIPMENT, PROGRAM PERSONNEL, CAPITAL PROJECTS, RENOVATIONS, COMMUNICATIONS, MAY BE PAID BY THE FUND.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalExpensesPerForm990Amt03556967
IRS990ScheduleD/TotalRevenuePerForm990Amt07329963
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07298591
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03562711
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06025
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt121975
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TUITION AND SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1TUITION AND SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt141
IRS990ScheduleI/RecipientTable/CashGrantAmt0106241
IRS990ScheduleI/RecipientTable/CashGrantAmt1134208
IRS990ScheduleI/RecipientTable/CashGrantAmt2403474
IRS990ScheduleI/RecipientTable/CashGrantAmt333800
IRS990ScheduleI/RecipientTable/CashGrantAmt4230000
IRS990ScheduleI/RecipientTable/CashGrantAmt5264419
IRS990ScheduleI/RecipientTable/CashGrantAmt663600
IRS990ScheduleI/RecipientTable/CashGrantAmt779300
IRS990ScheduleI/RecipientTable/CashGrantAmt8229163
IRS990ScheduleI/RecipientTable/CashGrantAmt951063

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,266,259
Liabilities
$1,988,513
Net assets
$9,277,746
Revenue
$7,329,963
Expenses
$3,556,967
Net income
$3,772,996
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
Peer Organizations

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