Civic Intelligence

St Dunstan'S Foundation

990EZ • Fiscal year 2016 • EIN 77-0528995

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 14, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

8th percentile

-49%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

37th percentile

-4.4%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

12th percentile

-43%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$227,412

Down $10,366 (-4.4%) from 2015

Net Assets

Down

$227,412

Down $10,366 (-4.4%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$21,289

Down $15,883 (-43%) from 2015

Expenses

Down

$31,655

Down $654 (-2.0%) from 2015

Net Income

Down

-$10,366

Down $15,229 (-313%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2016

Assets$227,412
Liabilities-
Net Assets$227,412
Open 2016 Filing

Operations Trend

Revenue Growth12th 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

2016

Revenue$21,289
Expenses$31,655
Net Income-$10,366
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 14, 2017
Return Version
2016v3.0
Gross Receipts
$21,289
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.

Program Services

DescriptionGrantsExpenses
GRANTS PLEDGED AND RECORDED IN 2015, PAID IN 2016.-$11,000
ST. DUNSTAN'S CHURCH - OUTREACH$7,400$7,400
ST. ANDRE'S SCHOOL$5,000$5,000
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--
MICHAEL CARTERTreasurer-$0--
REV JAMES BOOTHVice Preside-$0--
NANCY GREENSecretary-$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
2017-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Savage & Lucido Cpas Llp
Address
100 CLOCK TOWER PLACE SUITE 230, CARMEL, CA 93923
Preparer
Tracy Winkleblack CPA
Phone
8312506706
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses foundation party 1,866 grants allocated in 2015 11,000 insurance 1,200 investment fees 2,119 office expense 45 taxes 25 total 16,255”

Form 990-ez, Part II, Line 24

“Depreciable assets 2,906 2,906 less accumulated depreciation 2,906 2,906 investment accounts 223,792 221,432 total 223,792 221,432”

Form 990-ez, Part III

“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.”

Form 990-ez, Part III, Line 31

“Grants pledged and recorded in 2015, paid in 2016.”

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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093923
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RUSSELL PLANITZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEORGE LOCKWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBBIE HOWITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4REV JAMES BOOTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NANCY GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BETTY KASSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0223792
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0221432
IRS990EZ/OtherExpensesTotalAmt016255
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0GRANT 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ST. DUNSTAN'S CHURCH - OUTREACH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ST. ANDRE'S SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2IHELP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3GRANTS PLEDGED AND RECORDED IN 2015, PAID IN 2016.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07400
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt311000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031655
IRS990EZ/TotalProgramServiceExpensesAmt026400
IRS990EZ/TotalRevenueAmt021289
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt027000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt031000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt075750
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03581
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt025650
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04759
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85600
IRS990ScheduleA/PublicSupportPY170Pct00.83460
IRS990ScheduleA/PublicSupportTotal170Amt0152471
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016530
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IRS990ScheduleA/TotalSupportAmt0178121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FOUNDATION PARTY 1,866 GRANTS ALLOCATED IN 2015 11,000 INSURANCE 1,200 INVESTMENT FEES 2,119 OFFICE EXPENSE 45 TAXES 25 TOTAL 16,255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEPRECIABLE ASSETS 2,906 2,906 LESS ACCUMULATED DEPRECIATION 2,906 2,906 INVESTMENT ACCOUNTS 223,792 221,432 TOTAL 223,792 221,432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANT 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTS PLEDGED AND RECORDED IN 2015, PAID IN 2016.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08316264808
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-14
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
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460894701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAVAGE & LUCIDO CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CLOCK TOWER PLACE SUITE 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093923
ReturnHeader/PreparerPersonGrp/PhoneNum08312506706
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY WINKLEBLACK CPA
ReturnHeader/ReturnTs02017-08-14T14:16:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$227,412
Liabilities
-
Net assets
$227,412
Revenue
$21,289
Expenses
$31,655
Net income
-$10,366
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