Civic Intelligence

The Gretler Foundation

990PF • Fiscal year 2012 • EIN 77-0529605

Jan 01, 2012 to Dec 31, 2012 • Filed on May 14, 2013

Organization Profile
134 Miramar Avenue93108
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$425,874

Flat from 2012

Net Assets

$425,874

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$8,619

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $421,414Liabilities 2011: $02011Assets 2012: $425,874Liabilities 2012: $0Net Assets 2012: $425,8742012Assets 2012: $425,874Liabilities 2012: $12012Assets 2013: $528,416Liabilities 2013: $0Net Assets 2013: $528,4162013Assets 2014: $3,291,126Liabilities 2014: $217,183Net Assets 2014: $3,073,9432014Assets 2015: $14,497,232Liabilities 2015: $16,446Net Assets 2015: $14,480,7862015Assets 2017: $14,513,371Liabilities 2017: $720,555Net Assets 2017: $13,792,8162017Assets 2018: $14,131,838Liabilities 2018: $752,809Net Assets 2018: $13,379,0292018Assets 2019: $14,067,759Liabilities 2019: $534,961Net Assets 2019: $13,532,7982019Assets 2020: $14,254,666Liabilities 2020: $532,285Net Assets 2020: $13,722,3812020Assets 2021: $14,841,000Liabilities 2021: $1,724,977Net Assets 2021: $13,116,0232021Assets 2022: $14,638,384Liabilities 2022: $1,314,504Net Assets 2022: $13,323,8802022Assets 2023: $14,168,863Liabilities 2023: $1,055,267Net Assets 2023: $13,113,5962023Assets 2024: $14,135,959Liabilities 2024: $862,576Net Assets 2024: $13,273,3832024

Highlighted filing

2012

Assets$425,874
Liabilities$0
Net Assets$425,874
Open 2012 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $721Expenses 2011: $5,016Net Income 2011: -$4,2952011Expenses 2012: $8,6192012Revenue 2012: $13,079Expenses 2012: $8,619Net Income 2012: $4,4602012Revenue 2013: $119,594Expenses 2013: $17,052Net Income 2013: $102,5422013Revenue 2014: $4,600,153Expenses 2014: $103,810Net Income 2014: $4,496,3432014Revenue 2015: $11,575,260Expenses 2015: $168,417Net Income 2015: $11,406,8432015Revenue 2017: $416,027Expenses 2017: $302,972Net Income 2017: $113,0552017Revenue 2018: $556,312Expenses 2018: $970,099Net Income 2018: -$413,7872018Revenue 2019: $883,530Expenses 2019: $729,761Net Income 2019: $153,7692019Revenue 2020: $1,127,824Expenses 2020: $938,241Net Income 2020: $189,5832020Revenue 2021: $1,531,096Expenses 2021: $2,137,454Net Income 2021: -$606,3582021Revenue 2022: $850,163Expenses 2022: $642,306Net Income 2022: $207,8572022Revenue 2023: $493,129Expenses 2023: $703,413Net Income 2023: -$210,2842023Revenue 2024: $921,666Expenses 2024: $761,879Net Income 2024: $159,7872024

Highlighted filing

2012

Revenue-
Expenses$8,619
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 14, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLA O'NEILLCFO-$0--
ELSIE HUNTDirector-$0--
PAUL A GRAZIANOSecretary-$0--
MYRON C GRETLERPresident-$0--
Filing and Contact Details

Filer

EIN
77-0529605
Raw XML Appendix229 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
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome00
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AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0821
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome013079
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome013079
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA013079
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0821
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss010
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss08619
IRS990PF/BalanceSheets/CapitalStockBOY0421414
IRS990PF/BalanceSheets/CapitalStockEOY0425874
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IRS990PF/BalanceSheets/TotalNetAssetsEOY0425874
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses04460
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0425874
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0421414
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0425874
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted022600
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj022600
IRS990PF/DistributableAmount/DistributableAmountBeforeDed022600
IRS990PF/DistributableAmount/MinimumInvestmentReturn022689
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome089
IRS990PF/DistributableAmount/TotalTax089
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax089
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal089
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome089
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue089
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0462705
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0460694
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0117617
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0343077
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable06910
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn022689
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0453784
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0460694
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CARLA O'NEILL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ELSIE HUNT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2PAUL A GRAZIANO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3MYRON C GRETLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CFO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1033 WEST MISSION SUITE 206
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11340 OLD MILL ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12317 EAST CARRILLO STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13134 MIRAMAR AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SANTA BARBARA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SANTA BARBARA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2SANTA BARBARA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3SANTA BARBARA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode093101
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode193110
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode293101
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode393108
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10CARLA ONEILL
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08056871543
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1033 WEST MISSION SUITE 206
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SANTA BARBARA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode093101
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0MYRON C GRETLER
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4019838
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5031481
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus022600
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY022600
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear508881
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear019838
IRS990PF/UndistributedIncome/ExcessFromYear4019838
IRS990PF/UndistributedIncome/TotalCorpus028719
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover051319
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/Amount06417
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome06417
OtherExpensesSchedule/OtherExpenses/Description0FOREIGN FEE
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome010
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks010
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01177
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01177
TaxesSchedule/Taxes/Amount0194
TaxesSchedule/Taxes/Category0US TREASURY
TaxesSchedule/Taxes/NetInvestmentIncome0194
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0770529605
ReturnHeader/Filer/Name/BusinessNameLine10THE GRETLER FOUNDATION
ReturnHeader/Filer/NameControl0GRET
ReturnHeader/Filer/Phone08059695171
ReturnHeader/Filer/USAddress/AddressLine10134 MIRAMAR AVENUE
ReturnHeader/Filer/USAddress/City0SANTA BARBARA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093108
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-14
ReturnHeader/Officer/Name0CARLA O'NEILL
ReturnHeader/Officer/Title0CFO
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Hilliard ONeill & Company
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1033 West Mission Street Suite 206
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Santa Barbara
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0931012455
ReturnHeader/Preparer/Name0CARLA N O'NEILL
ReturnHeader/Preparer/Phone08056871543
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T10:00:12-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$425,874
Liabilities
$0
Net assets
$425,874
Revenue
-
Expenses
$8,619
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.1$0.86$13.3$0.92$0.76$0.16
2023Detailed filing. Detailed filing data is available for this year.$14.2$1.06$13.1$0.49$0.70$0.21
2022Detailed filing. Detailed filing data is available for this year.$14.6$1.31$13.3$0.85$0.64$0.21
2021Detailed filing. Detailed filing data is available for this year.$14.8$1.72$13.1$1.53$2.14$0.61
2020Detailed filing. Detailed filing data is available for this year.$14.3$0.53$13.7$1.13$0.94$0.19
2019Detailed filing. Detailed filing data is available for this year.$14.1$0.53$13.5$0.88$0.73$0.15
2018Detailed filing. Detailed filing data is available for this year.$14.1$0.75$13.4$0.56$0.97$0.41
2017Detailed filing. Detailed filing data is available for this year.$14.5$0.72$13.8$0.42$0.30$0.11
2015Detailed filing. Detailed filing data is available for this year.$14.5$0.02$14.5$11.6$0.17$11.4
2014Detailed filing. Detailed filing data is available for this year.$3.29$0.22$3.07$4.60$0.10$4.50
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.12$0.02$0.10
2012Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.01
2012Summary only. Only limited summary data is available for this year.$0.43$0.00$0.01$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$0.42$0.00$0.00$0.01$0.00