Civic Intelligence

Genspan Foundation

990 • Fiscal year 2014 • EIN 77-0531693

Jan 01, 2014 to Dec 31, 2014 • Filed on May 08, 2015

Organization ProfileWWW.GENSPAN.ORG
1418 E Main No 120Santa Maria, CA 93454

(805) 614-7591

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

58th percentile

$36,011

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 27.2% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

59th percentile

5.6%

Faster asset growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

94th percentile

120%

Faster revenue growth than 94% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$738,829

Up $38,851 (+5.6%) from 2013

Net Assets

Up

$738,788

Up $38,905 (+5.6%) from 2013

Liabilities

Down

$41

Down $54 (-57%) from 2013

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin84th percentile

Revenue

Up

$132,413

Up $72,160 (+120%) from 2013

Expenses

Up

$92,652

Up $5,226 (+6.0%) from 2013

Net Income

Up

$39,761

Up $66,934 (+246%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$800K$600K$400K$200K$0Assets 2010: $662,375Liabilities 2010: $77Net Assets 2010: $662,2982010Assets 2011: $649,149Liabilities 2011: $92Net Assets 2011: $649,0572011Assets 2012: $692,004Liabilities 2012: $46Net Assets 2012: $691,9582012Assets 2013: $699,978Liabilities 2013: $95Net Assets 2013: $699,8832013Assets 2014: $738,829Liabilities 2014: $41Net Assets 2014: $738,7882014Assets 2015: $759,809Liabilities 2015: $50Net Assets 2015: $759,7592015Assets 2016: $734,502Liabilities 2016: $60Net Assets 2016: $734,4422016Assets 2017: $723,594Liabilities 2017: $56Net Assets 2017: $723,5382017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2014

Assets$738,829
Liabilities$41
Net Assets$738,788
Open 2014 Filing

Operations Trend

Revenue Growth94th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $92,2332010Revenue 2011: $77,538Expenses 2011: $90,779Net Income 2011: -$13,2412011Expenses 2012: $81,2072012Revenue 2013: $60,253Expenses 2013: $87,426Net Income 2013: -$27,1732013Revenue 2014: $132,413Expenses 2014: $92,652Net Income 2014: $39,7612014Revenue 2015: $107,458Expenses 2015: $75,113Net Income 2015: $32,3452015Revenue 2016: $59,525Expenses 2016: $84,917Net Income 2016: -$25,3922016Revenue 2017: $41,581Expenses 2017: $73,414Net Income 2017: -$31,8332017Revenue 2018: $20,129Expenses 2018: $60,914Net Income 2018: -$40,7852018

Highlighted filing

2014

Revenue$132,413
Expenses$92,652
Net Income$39,761
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 8, 2015
Return Version
2014v5.0
Gross Receipts
$141,191
Mission and Program Overview

Mission

The purpose of genspan foundation is to enrich and improve the quality of the lives of all community members by providing opportunities of all ages to participate in activities that sponsor lifelong learning and social enrichment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$699,883$738,788▲ $38,905
Savings and Temporary Cash Investments$356,756$357,885▲ $1,129
Investments Other Securities$292,035$345,965▲ $53,930
Cash and Non-Interest-Bearing Accounts$50,856$34,848▼ $16,008
Inventories for Sale or Use$331$131▼ $200
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$699,978$738,829▲ $38,851
Liabilities
Other Liabilities$95$41▼ $54
Total Liabilities$95$41▼ $54
Net Assets / Fund Balance
Total Net Assets Fund Balance$699,883$738,788▲ $38,905
Total Liabilities and Net Assets / Fund Balance$699,978$738,829▲ $38,851

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$9,823$9,823
Other Securities$50,384--
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Brenda FrazierActing Exec/prog DirectorFT$36,011$36,011

Board Members and Trustees

NameTitle
Dennis ShepardPresident
Dr Dan ShepardVice President
Debbie BlowBoard Member
Dr Jerry EbnerBoard Member
Gene MartinezBoard Member
Judy HearnBoard Member
Michael GorbellBoard Member
Peter SterlingBoard Member
Phillip AlvaradoBoard Member
Ruth MoranBoard Member
Susan LustigSecretary
Lucie GeorgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$127,199
Program Service Revenue
$0
Investment Income
$5,814
Other Revenue
$-600
All Other Contributions
$127,199
Change in Net Assets
$39,761

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
Securities Publicly Traded1$50,102Market Value
Total Noncash Contributions1$50,102-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$55,185
Other Expenses$37,467
Total Fundraising Expense$3,420
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$25,208$10,803-$36,011
Other Salaries and Wages$8,512$3,648$2,120$14,280
Insurance-$5,730-$5,730
Payroll Taxes$3,181$1,363-$4,544
All Other Expenses$2,708$1,415-$4,123
Office Expenses$2,033$2,033-$4,066
Advertising$1,300$1,300$1,300$3,900
Fees for Services Accounting-$2,675-$2,675
Other Expenses$1,194$512-$1,706
Occupancy$765$765-$1,530
Conferences and Meetings$457$196-$653
Other Employee Benefits$175$175-$350
Total Functional Expenses$52,124$37,108$3,420$92,652
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,778
Fundraising Gross Income$7,450
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Payable$41
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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, Part VI, Section B, Line 11

“The 990 is reviewed and approved by the treasurer, board president, and bookkeeper prior to submission.”

Form 990, Part VI, Section B, Line 12C

“As a separate document, the foundation provides the directors/governing body.”

Form 990, Part VI, Section B, Line 15A

“The compensation package of the executive director is reviewed and approved annually by the executive committee.”

Form 990, Part VI, Section C, Line 19

“Any member may inspect the accounting books and records and the minutes of the proceedings of the members, the board, and commitees of the board at any reasonable time for a purpose reasonably related to the member's interest as a member.”

Filing and Contact Details

Filer

Filer Name
Genspan Foundation
EIN
77-0531693
Phone
8056147591
Address
1418 E MAIN NO 120, SANTA MARIA, CA 93454
Doing Business As
Genspan Foundation

Signing Officer

Name
Dennis Shepard
Title
Director
Phone
8059225027
Signed
2015-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Shepard
Formed
2000
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
64

Preparer

Firm
Glenn Burdette Inc
Address
1150 PALM STREET, SAN LUIS OBISPO, CA 93401
Preparer
Jeanne a Potter CPA
Phone
8055441441
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Increase to investment value - endowment assets 1,694. Cumulative adj to investment value - other securities -2,550.”

FORM 990, PART XII, LINE 1:

“Organization uses cash method of accounting for all operations but reports investment assets held at their year end fair market values with the resulting net change in asset values reported in part xi, line 9 of form 990”

PART X; LINE 12 - OTHER INVESTMENTS

“In 2013 the genspan board of directors authorized transfer of $236,985 to the santa barbara foundation to establish an agency endowment fund to support the charitable programs and activities of genspan foundation. Management of the funds is governed by the agency agreement and annual distributions may be made in accordance with santa barbara foundation's spending policy for its endowed funds. There was one distribution of $8928 from the fund during 2014 and the net asset value at year end was $251,975.”

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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-856
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0175
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0175
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0350
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc2HEALTH INSURANCE
IRS990/OtherExpensesGrp/Desc3PAYROLL ADMIN FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05925
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1568
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2512
IRS990/OtherExpensesGrp/ProgramServicesAmt02582
IRS990/OtherExpensesGrp/ProgramServicesAmt12683
IRS990/OtherExpensesGrp/ProgramServicesAmt21326
IRS990/OtherExpensesGrp/ProgramServicesAmt31194
IRS990/OtherExpensesGrp/TotalAmt08507
IRS990/OtherExpensesGrp/TotalAmt12683
IRS990/OtherExpensesGrp/TotalAmt21894
IRS990/OtherExpensesGrp/TotalAmt31706
IRS990/OtherLiabilitiesGrp/BOYAmt095
IRS990/OtherLiabilitiesGrp/EOYAmt041
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02120
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03648
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08512
IRS990/OtherSalariesAndWagesGrp/TotalAmt014280
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01363
IRS990/PayrollTaxesGrp/ProgramServicesAmt03181
IRS990/PayrollTaxesGrp/TotalAmt04544
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DENNIS SHEPARD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt042730
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01943
IRS990/PYOtherExpensesAmt033391
IRS990/PYOtherRevenueAmt015580
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-27173
IRS990/PYSalariesCompEmpBnftPaidAmt054035
IRS990/PYTotalExpensesAmt087426
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt060253
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt039761
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0699883
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0738788
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0356756
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0357885
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt050102
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt062900
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0123002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0127199
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt042730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt040761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt047231
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0298642
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05813
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05759
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03277
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05104
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06213
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt026166
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08178
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt026128
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt034382
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt044496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt038520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0151704
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05813
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05759
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03277
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05104
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06213
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt026166
IRS990ScheduleA/InvestmentIncomeCYPct00.05490
IRS990ScheduleA/InvestmentIncomePYPct00.07250
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.68700
IRS990ScheduleA/PublicSupportPY509Pct00.92750
IRS990ScheduleA/PublicSupportTotal509Amt0327344
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt050102
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt062900
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0123002
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0135377
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068858
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt075103
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085257
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085751
IRS990ScheduleA/Total509Grp/TotalAmt0450346
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0141190
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt074617
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt078380
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt090361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt091964
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0476512
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/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt09823
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09823
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt041
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALES TAX PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt043606
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt161459
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2190516
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt350384
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SCHWAB EQUITY FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1SB FDN INVEST FUND (INCOME FUND)-ENDOWMENT
IRS990ScheduleD/OtherSecuritiesGrp/Desc2SB FDN INVEST FUND (L-T FUND)-ENDOWMENT
IRS990ScheduleD/OtherSecuritiesGrp/Desc3237.000 SHS ALLERGAN INC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0345965
IRS990ScheduleD/TotalLiabilityAmt041
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt050102
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED AND APPROVED BY THE TREASURER, BOARD PRESIDENT, AND BOOKKEEPER PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS A SEPARATE DOCUMENT, THE FOUNDATION PROVIDES THE DIRECTORS/GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION PACKAGE OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY MEMBER MAY INSPECT THE ACCOUNTING BOOKS AND RECORDS AND THE MINUTES OF THE PROCEEDINGS OF THE MEMBERS, THE BOARD, AND COMMITEES OF THE BOARD AT ANY REASONABLE TIME FOR A PURPOSE REASONABLY RELATED TO THE MEMBER'S INTEREST AS A MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INCREASE TO INVESTMENT VALUE - ENDOWMENT ASSETS 1,694. CUMULATIVE ADJ TO INVESTMENT VALUE - OTHER SECURITIES -2,550.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ORGANIZATION USES CASH METHOD OF ACCOUNTING FOR ALL OPERATIONS BUT REPORTS INVESTMENT ASSETS HELD AT THEIR YEAR END FAIR MARKET VALUES WITH THE RESULTING NET CHANGE IN ASSET VALUES REPORTED IN PART XI, LINE 9 OF FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6IN 2013 THE GENSPAN BOARD OF DIRECTORS AUTHORIZED TRANSFER OF $236,985 TO THE SANTA BARBARA FOUNDATION TO ESTABLISH AN AGENCY ENDOWMENT FUND TO SUPPORT THE CHARITABLE PROGRAMS AND ACTIVITIES OF GENSPAN FOUNDATION. MANAGEMENT OF THE FUNDS IS GOVERNED BY THE AGENCY AGREEMENT AND ANNUAL DISTRIBUTIONS MAY BE MADE IN ACCORDANCE WITH SANTA BARBARA FOUNDATION'S SPENDING POLICY FOR ITS ENDOWED FUNDS. THERE WAS ONE DISTRIBUTION OF $8928 FROM THE FUND DURING 2014 AND THE NET ASSET VALUE AT YEAR END WAS $251,975.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$738,829
Liabilities
$41
Net assets
$738,788
Revenue
$132,413
Expenses
$92,652
Net income
$39,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.20$0.61$0.41
2017Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$0.42$0.73$0.32
2016Summary only. Only limited summary data is available for this year.$7.35$0.00$7.34$0.60$0.85$0.25
2015Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$1.07$0.75$0.32
2014Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$1.32$0.93$0.40
2013Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.60$0.87$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.92$0.00$6.92$0.81
2011Summary only. Only limited summary data is available for this year.$6.49$0.00$6.49$0.78$0.91$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.62$0.00$6.62$0.92