Civic Intelligence

Genspan Foundation

990 • Fiscal year 2015 • EIN 77-0531693

Jan 01, 2015 to Dec 31, 2015 • Filed on May 17, 2016

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

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

85th percentile

30%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

58th percentile

$33,466

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 31.1% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

55th percentile

2.8%

Faster asset growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

17th percentile

-19%

Faster revenue growth than 17% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$759,809

Up $20,980 (+2.8%) from 2014

Net Assets

Up

$759,759

Up $20,971 (+2.8%) from 2014

Liabilities

Up

$50

Up $9 (+22%) from 2014

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin85th percentile

Revenue

Down

$107,458

Down $24,955 (-19%) from 2014

Expenses

Down

$75,113

Down $17,539 (-19%) from 2014

Net Income

Down

$32,345

Down $7,416 (-19%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2015

Assets$759,809
Liabilities$50
Net Assets$759,759
Open 2015 Filing

Operations Trend

Revenue Growth17th 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

2015

Revenue$107,458
Expenses$75,113
Net Income$32,345
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 17, 2016
Return Version
2015v2.1
Gross Receipts
$171,054
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$738,788$759,759▲ $20,971
Savings and Temporary Cash Investments$357,885$419,689▲ $61,804
Investments Other Securities$345,965$312,041▼ $33,924
Cash and Non-Interest-Bearing Accounts$34,848$27,837▼ $7,011
Inventories for Sale or Use$131$242▲ $111
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$738,829$759,809▲ $20,980
Liabilities
Other Liabilities$41$50▲ $9
Total Liabilities$41$50▲ $9
Net Assets / Fund Balance
Total Net Assets Fund Balance$738,788$759,759▲ $20,971
Total Liabilities and Net Assets / Fund Balance$738,829$759,809▲ $20,980

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$9,823$9,823
Other Securities$27,188--
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Brenda FrazierActing Exec/prog DirectorFT$33,466$33,466

Board Members and Trustees

NameTitle
Dennis ShepardChairman of Board
Phillip AlvaradoPresident
Dr Dan ShepardVice President
Delores LucasBoard Member
Dr Jerry EbnerBoard Member
Gene MartinezBoard Member
Michael GorbellBoard Member
Peter SterlingBoard Member
Ruth MoranBoard Member
Susan LustigSecretary
Lucie GeorgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$94,755
Program Service Revenue
$0
Investment Income
$9,254
Other Revenue
$3,449
All Other Contributions
$94,755
Change in Net Assets
$32,345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$46,801
Other Expenses$28,312
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$23,426$10,040-$33,466
Other Salaries and Wages$6,691$2,867-$9,558
All Other Expenses$3,560$2,003-$5,563
Insurance-$4,533-$4,533
Payroll Taxes$2,644$1,133-$3,777
Office Expenses$1,795$1,798-$3,593
Fees for Services Accounting-$2,695-$2,695
Other Expenses$1,326$568-$1,894
Occupancy$254$254-$508
Total Functional Expenses$49,222$25,891$0$75,113
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,996
Fundraising Direct Expenses$12,370
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fundraiser$15,996$15,996$9,146$6,850
Total Events$15,996$15,996$12,369$3,627
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$50
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
2016-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Shepard
Formed
2000
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
40

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:

“Decrease to investment value - endowment assets -8,757. Cumulative adj to investment value - other securities -2,617.”

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 on form 990 in part xi, line 9.”

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 $3,700 from the fund during 2015 and the net asset value at year end was $243,218.”

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IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01133
IRS990/PayrollTaxesGrp/ProgramServicesAmt02644
IRS990/PayrollTaxesGrp/TotalAmt03777
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DENNIS SHEPARD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0127199
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05814
IRS990/PYOtherExpensesAmt037467
IRS990/PYOtherRevenueAmt0-600
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt039761
IRS990/PYSalariesCompEmpBnftPaidAmt055185
IRS990/PYTotalExpensesAmt092652
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0132413
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt032345
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0738788
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0759759
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0357885
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0419689
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt050000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt050102
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt062900
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0163002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt094755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0127199
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt042730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt040721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt040761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0346166
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02838
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05813
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05759
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03277
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05104
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt022791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016943
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08178
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026128
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034382
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt044496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0130127
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02838
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05813
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05759
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03277
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05104
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt022791
IRS990ScheduleA/InvestmentIncomeCYPct00.04570
IRS990ScheduleA/InvestmentIncomePYPct00.05490
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.62770
IRS990ScheduleA/PublicSupportPY509Pct00.68700
IRS990ScheduleA/PublicSupportTotal509Amt0313291
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt050000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt050102
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt062900
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0163002
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0111698
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0135377
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt068858
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075103
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085257
IRS990ScheduleA/Total509Grp/TotalAmt0476293
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0114536
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0141190
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt074617
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt078380
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt090361
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0499084
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/Amt050
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALES TAX PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt041635
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt160355
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2182863
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt327188
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/Desc3ALLERGAN INC SHARES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0312041
IRS990ScheduleD/TotalLiabilityAmt050
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012369
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0550
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0550
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02673
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02673
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015996
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015996
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015996
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015996
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03627
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09146
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09146
IRS990/ScheduleJRequiredInd00
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/ExplanationTxt4DECREASE TO INVESTMENT VALUE - ENDOWMENT ASSETS -8,757. CUMULATIVE ADJ TO INVESTMENT VALUE - OTHER SECURITIES -2,617.
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 ON FORM 990 IN PART XI, LINE 9.
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 $3,700 FROM THE FUND DURING 2015 AND THE NET ASSET VALUE AT YEAR END WAS $243,218.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART X; LINE 12 - OTHER INVESTMENTS
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$759,809
Liabilities
$50
Net assets
$759,759
Revenue
$107,458
Expenses
$75,113
Net income
$32,345
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