Civic Intelligence

St Dunstan'S Foundation

990EZ • Fiscal year 2015 • EIN 77-0528995

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 29, 2016

Organization ProfileN/A
28005 Robinson Canyon RdCarmel, CA 93923

(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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

51st percentile

2.1%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

59th percentile

6.8%

Faster revenue growth than 59% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$237,778

Up $4,863 (+2.1%) from 2014

Net Assets

Up

$237,778

Up $4,863 (+2.1%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$37,172

Up $2,359 (+6.8%) from 2014

Expenses

Up

$32,309

Up $4,992 (+18%) from 2014

Net Income

Down

$4,863

Down $2,633 (-35%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2015

Assets$237,778
Liabilities-
Net Assets$237,778
Open 2015 Filing

Operations Trend

Revenue Growth59th 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

2015

Revenue$37,172
Expenses$32,309
Net Income$4,863
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 29, 2016
Return Version
2015v2.1
Gross Receipts
$37,172
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$13,000$17,500
ST. ANDRE'S SCHOOL$8,000$8,000
IHELP$3,000$3,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUSSELL PLANITZERPresident-$0--
GEORGE LOCKWOODDirector-$0--
DEBBIE HOWITTDirector-$0--
NANCY GREENSecretary-$0--
MICHAEL MOODYDirector-$0--
REV JAMES BOOTHVice President-$0--
MICHAEL CARTERTreasurer-$0--
BETTY KASSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
St Dunstan's Foundation
EIN
77-0528995
Phone
8316264808
Address
28005 Robinson Canyon Rd, Carmel, CA 93923

Signing Officer

Name
Michael Carter
Title
Treasurer
Phone
8316264808
Signed
2016-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Savage & Lucido CPA'S LLP
Address
100 Clock Tower Pl Ste 230, Carmel, CA 93923
Preparer
Tracy Winkleblack CPA
Phone
8312506706
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Youth ministry; youth ministry; st. Dunstan's church outreach: po box 101, carmel valley, ca, 93924;”

Form 990EZ, Part I, Line 16

“Investment fees 2166.”

Form 990EZ, Part I, Line 16

“Office Supplies 382.”

Form 990EZ, Part I, Line 16

“Taxes 46.”

Form 990EZ, Part I, Line 16

“Insurance 1200.”

Form 990EZ, Part I, Line 16

“Bank Charge 15.”

Raw XML Appendix171 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carmel
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093923
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0232915
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IRS990EZ/ContributionsGiftsGrantsEtcAmt027000
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt028500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010172
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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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/PersonNm2DEBBIE HOWITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NANCY GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL MOODY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5REV JAMES BOOTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHAEL CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BETTY KASSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03809
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/DescriptionProgramSrvcAccomTxt2IHELP
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032309
IRS990EZ/TotalProgramServiceExpensesAmt028500
IRS990EZ/TotalRevenueAmt037172
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt027000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt031000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt075750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02191
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0137141
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010172
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03581
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06289
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt027180
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83460
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.83590
IRS990ScheduleA/PublicSupportTotal170Amt0137141
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027000
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02191
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01200
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0137141
IRS990ScheduleA/TotalSupportAmt0164321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YOUTH MINISTRY; YOUTH MINISTRY; ST. DUNSTAN'S CHURCH OUTREACH: PO BOX 101, CARMEL VALLEY, CA, 93924;
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Investment fees 2166.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Supplies 382.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Taxes 46.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 1200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charge 15.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08316264808
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0St Dunstan's Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STDU
ReturnHeader/Filer/EIN0770528995
ReturnHeader/Filer/PhoneNum08316264808
ReturnHeader/Filer/USAddress/AddressLine1Txt028005 Robinson Canyon Rd
ReturnHeader/Filer/USAddress/CityNm0Carmel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093923
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Savage & Lucido CPA'S LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Clock Tower Pl Ste 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carmel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093923
ReturnHeader/PreparerPersonGrp/PhoneNum08312506706
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY WINKLEBLACK CPA
ReturnHeader/ReturnTs02016-06-29T11:39:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$237,778
Liabilities
-
Net assets
$237,778
Revenue
$37,172
Expenses
$32,309
Net income
$4,863
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