Civic Intelligence

St Dunstan'S Foundation

990EZ • Fiscal year 2013 • EIN 77-0528995

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 29, 2014

Organization ProfileN/A
P O Box 10193924

(831) 626-4808

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

97th percentile

81%

Higher net margin than 97% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

82nd percentile

39%

Faster asset growth than 82% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

99th percentile

1270%

Faster revenue growth than 99% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$225,419

Up $63,675 (+39%) from 2012

Net Assets

$225,419

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Up

$79,075

Up $73,303 (+1270%) from 2012

Expenses

Up

$15,400

Up $7,134 (+86%) from 2012

Net Income

Up

$63,675

Up $66,169 (+2653%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$800K$600K$400K$200K$0Assets 2011: $164,238Liabilities 2011: $02011Assets 2012: $161,744Liabilities 2012: $02012Assets 2013: $225,419Net Assets 2013: $225,4192013Assets 2014: $232,915Net Assets 2014: $232,9152014Assets 2015: $237,778Net Assets 2015: $237,7782015Assets 2016: $227,412Net Assets 2016: $227,4122016Assets 2017: $238,049Liabilities 2017: $26,500Net Assets 2017: $211,5492017Assets 2018: $215,355Net Assets 2018: $215,3552018Assets 2019: $299,279Net Assets 2019: $299,2792019Assets 2020: $669,535Liabilities 2020: $0Net Assets 2020: $669,5352020Assets 2021: $655,989Liabilities 2021: $0Net Assets 2021: $655,9892021Assets 2022: $620,823Liabilities 2022: $0Net Assets 2022: $620,8232022Assets 2023: $633,746Liabilities 2023: $0Net Assets 2023: $633,7462023Assets 2024: $659,451Liabilities 2024: $0Net Assets 2024: $659,4512024

Highlighted filing

2013

Assets$225,419
Liabilities-
Net Assets$225,419
Open 2013 Filing

Operations Trend

Revenue Growth99th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $7,489Expenses 2011: $5,134Net Income 2011: $2,3552011Revenue 2012: $5,772Expenses 2012: $8,266Net Income 2012: -$2,4942012Revenue 2013: $79,075Expenses 2013: $15,400Net Income 2013: $63,6752013Revenue 2014: $34,813Expenses 2014: $27,317Net Income 2014: $7,4962014Revenue 2015: $37,172Expenses 2015: $32,309Net Income 2015: $4,8632015Revenue 2016: $21,289Expenses 2016: $31,655Net Income 2016: -$10,3662016Revenue 2017: $13,948Expenses 2017: $29,811Net Income 2017: -$15,8632017Revenue 2018: $29,122Expenses 2018: $25,316Net Income 2018: $3,8062018Revenue 2019: $129,343Expenses 2019: $45,419Net Income 2019: $83,9242019Revenue 2020: $402,972Expenses 2020: $32,716Net Income 2020: $370,2562020Revenue 2021: $33,062Expenses 2021: $46,608Net Income 2021: -$13,5462021Revenue 2022: $6,192Expenses 2022: $41,358Net Income 2022: -$35,1662022Revenue 2023: $24,188Expenses 2023: $45,600Net Income 2023: -$21,4122023Revenue 2024: $49,177Expenses 2024: $49,066Net Income 2024: $1112024

Highlighted filing

2013

Revenue$79,075
Expenses$15,400
Net Income$63,675
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 29, 2014
Return Version
2013v3.1
Gross Receipts
$79,075
Mission and Program Overview

Mission

Grant making: the foundation's primary purpose is to obtain donations from donors, to invest and manage funds, and to distribute funds to qualified non-profit organizations.

Grant Making: The Foundation's primary purpose is to obtain donations from donors; to invest and manage to funds; and, to distribute funds to qualified non-profit organizations.

Program Services

DescriptionGrantsExpenses
ST. DUNSTAN'S CHURCH - OUTREACH$10,600$10,600
ST. ANDRE'S SCHOOL$3,000$3,000
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUSSELL PLANITZERTreasurer-$0--
GEORGE LOCKWOODDirector-$0--
RICHARD MERRILLPresident-$0--
DEBBIE HOWITTDirector-$0--
NANCY GREENDirector-$0--
RICH HAWKINSSecretary-$0--
FR ROB FISHERDirector-$0--
MICHAEL MOODYDirector-$0--
Filing and Contact Details

Filer

EIN
77-0528995
Phone
8316264808

Signing Officer

Name
Russell Planitzer
Title
Trustee
Phone
8316264808
Signed
2014-07-29
Discuss with paid preparer
Yes

Preparer

Preparer
Tracy Lucido CPA
Phone
8312506706
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Youth ministry youth ministry st dunstan's church outreach related organizatin 10600. Food mission food mission st. Andre's school none 3000.”

Form 990EZ, Part I, Line 16

“Investment fees 1627. Supplies 173.”

Raw XML Appendix159 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RUSSELL PLANITZER
IRS990EZ/BooksInCareOfDetail/PhoneNum08316246646
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1028005 Robinson Canyon Road
IRS990EZ/BooksInCareOfDetail/USAddress/City0Carmel
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093923
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0161744
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0225419
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt075750
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt063675
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0161744
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0225419
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013600
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt079075
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03325
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0161744
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0225419
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0161744
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0225419
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RUSSELL PLANITZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEORGE LOCKWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD MERRILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBBIE HOWITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NANCY GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICH HAWKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6FR ROB FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHAEL MOODY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01800
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Grant Making: The Foundation's primary purpose is to obtain donations from donors; to invest and manage to funds; and, to distribute funds to qualified non-profit organizations.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ST. DUNSTAN'S CHURCH - OUTREACH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ST. ANDRE'S SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010600
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015400
IRS990EZ/TotalProgramServiceExpensesAmt013600
IRS990EZ/TotalRevenueAmt079075
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt075750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02191
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt079391
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03325
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03581
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06289
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04644
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05106
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt022945
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77580
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.34790
IRS990ScheduleA/PublicSupportTotal170Amt079391
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt075750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02191
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt079391
IRS990ScheduleA/TotalSupportAmt0102336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YOUTH MINISTRY YOUTH MINISTRY ST DUNSTAN'S CHURCH OUTREACH RELATED ORGANIZATIN 10600. FOOD MISSION FOOD MISSION ST. ANDRE'S SCHOOL NONE 3000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVESTMENT FEES 1627. SUPPLIES 173.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RUSSELL PLANITZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08316264808
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10St Dunstan's Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STDU
ReturnHeader/Filer/EIN0770528995
ReturnHeader/Filer/PhoneNum08316264808
ReturnHeader/Filer/USAddress/AddressLine10P O Box 101
ReturnHeader/Filer/USAddress/City0Carmel Valley
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093924
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Savage & Lucido CPA'S LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10100 Clock Tower Pl Ste 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Carmel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode093923
ReturnHeader/PreparerPersonGrp/PhoneNum08312506706
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY LUCIDO CPA
ReturnHeader/ReturnTs02014-07-29T14:07:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$225,419
Liabilities
-
Net assets
$225,419
Revenue
$79,075
Expenses
$15,400
Net income
$63,675
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.49$0.49$0.00
2023Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.24$0.46$0.21
2022Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.06$0.41$0.35
2021Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.33$0.47$0.14
2020Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$4.03$0.33$3.70
2019Detailed filing. Detailed filing data is available for this year.$2.99$2.99$1.29$0.45$0.84
2018Detailed filing. Detailed filing data is available for this year.$2.15$2.15$0.29$0.25$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.38$0.27$2.12$0.14$0.30$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.27$2.27$0.21$0.32$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.38$2.38$0.37$0.32$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.33$2.33$0.35$0.27$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.25$2.25$0.79$0.15$0.64
2012Summary only. Only limited summary data is available for this year.$1.62$0.00$0.06$0.08$0.02
2011Summary only. Only limited summary data is available for this year.$1.64$0.00$0.07$0.05$0.02