Civic Intelligence

Gladstone Foundation

990 • Fiscal year 2012 • EIN 80-0688001

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 07, 2013

Organization ProfileWWW.GLADSTONEINSTITUTES.ORG
1650 Owens Street94158
Siviq Scores

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

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

100th percentile

929809600%

Faster asset growth than 100% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$9,298,097

Up $9,298,096 (+929809600%) from 2011

Net Assets

$9,186,189

No earlier filing loaded for comparison.

Liabilities

Up

$111,908

Up $111,908 from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$196,860

Up $196,860 from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$60M$40M$20M$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $9,298,097Liabilities 2012: $111,908Net Assets 2012: $9,186,1892012Assets 2013: $10,149,144Liabilities 2013: $449,417Net Assets 2013: $9,699,7272013Assets 2014: $31,371,269Liabilities 2014: $2,381,047Net Assets 2014: $28,990,2222014Assets 2015: $38,811,648Liabilities 2015: $3,471,514Net Assets 2015: $35,340,1342015Assets 2016: $39,076,913Liabilities 2016: $2,682,574Net Assets 2016: $36,394,3392016Assets 2017: $43,089,314Liabilities 2017: $5,375,064Net Assets 2017: $37,714,2502017Assets 2018: $21,956,682Liabilities 2018: $2,000Net Assets 2018: $21,954,6822018Assets 2019: $20,008,332Liabilities 2019: $2,249Net Assets 2019: $20,006,0832019Assets 2020: $17,602,060Liabilities 2020: $2,250Net Assets 2020: $17,599,8102020Assets 2021: $27,923,141Liabilities 2021: $0Net Assets 2021: $27,923,1412021Assets 2022: $14,074,974Liabilities 2022: $0Net Assets 2022: $14,074,9742022Assets 2023: $12,884,183Liabilities 2023: $0Net Assets 2023: $12,884,1832023Assets 2024: $9,568,568Liabilities 2024: $54,432Net Assets 2024: $9,514,1362024

Highlighted filing

2012

Assets$9,298,097
Liabilities$111,908
Net Assets$9,186,189
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10M-$20MRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Expenses 2012: $196,8602012Revenue 2013: $524,923Expenses 2013: $11,142Net Income 2013: $513,7812013Revenue 2014: $19,299,732Expenses 2014: $10,575Net Income 2014: $19,289,1572014Revenue 2015: $6,363,611Expenses 2015: $12,273Net Income 2015: $6,351,3382015Revenue 2016: $1,069,506Expenses 2016: $15,386Net Income 2016: $1,054,1202016Revenue 2017: $1,333,370Expenses 2017: $13,459Net Income 2017: $1,319,9112017Revenue 2018: $1,045,962Expenses 2018: $16,805,530Net Income 2018: -$15,759,5682018Revenue 2019: $3,814,456Expenses 2019: $5,763,055Net Income 2019: -$1,948,5992019Revenue 2020: $2,105,243Expenses 2020: $4,511,516Net Income 2020: -$2,406,2732020Revenue 2021: $22,078,581Expenses 2021: $11,755,250Net Income 2021: $10,323,3312021Revenue 2022: $7,499,234Expenses 2022: $21,347,401Net Income 2022: -$13,848,1672022Revenue 2023: $6,305,076Expenses 2023: $7,495,867Net Income 2023: -$1,190,7912023Revenue 2024: $4,263,423Expenses 2024: $7,225,470Net Income 2024: -$2,962,0472024

Highlighted filing

2012

Revenue-
Expenses$196,860
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 7, 2013
Return Version
2012v2.1
Gross Receipts
$9,570,639
Mission and Program Overview

Mission

To conduct fundraising activities on behalf of the j. David gladstone institutes and to manage and invest a portion of such assets on behalf of the institutes.

Filing and Contact Details

Filer

EIN
80-0688001
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0TO SUPPORT THE J. DAVID GLADSTONE INSTITUTES.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1THE FOLLOWING FOOTNOTE IS CONTAINED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF THE J. DAVID GLADSTONE INSTITUTES: THE INSTITUTES HAS BEEN GRANTED EXEMPTION FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE INSTITUTES IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ON CERTAIN RENTAL TRANSACTIONS AND INCOME FROM ALTERNATIVE INVESTMENTS. FOR THE YEARS ENDED DECEMBER 31, 2012 AND 2011, THE INSTITUTES HAD APPROXIMATELY $2,177,000 AND $2,187,000 OF CUMULATIVE TAXABLE LOSSES, RESPECTIVELY. SINCE MANAGEMENT BELIEVES IT IS UNLIKELY THERE WILL BE FUTURE INCOME TO OFFSET THESE LOSSES, A VALUATION ALLOWANCE HAS BEEN REFLECTED AGAINST THE FULL BALANCE. THE INSTITUTES FILES AN EXEMPT ORGANIZATION RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND WITH THE FRANCHISE TAX BOARD IN THE STATE OF CALIFORNIA. THE INSTITUTES IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2009 FOR ITS FEDERAL FILINGS AND FOR YEARS BEFORE 2008 FOR ITS STATE FILINGS. THE INSTITUTES HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2012 AND 2011.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
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IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents073129
IRS990ScheduleJ/AnyNonFixedPayments01
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IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs225000
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs337500
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0SCHEDULE J, PART I, LINE 7: NONDISCRETIONARY BONUS PAYMENTS WERE PAID ON THE BASIS OF THE PERSON MEETING GOALS SET AND APPROVED BY TRUSTEES OF THE J DAVID GLADSTONE INSTITUTES. POSITIONS HELD AT RELATED ORGANIZATION THE J. DAVID GLADSTONE INSTITUTES- MICHAEL PENN - VICE PRESIDENT OF STRATEGY R. SANDERS WILLIAMS - PRESIDENT JOHN WHITING - VICE PRESIDENT CFAO VINCENT MOSELEY - VICE PRESIDENT OF FINANCE
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0SUPPLEMENTAL INFORMATION
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART III
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0R SANDERS WILLIAMS DIRECTOR
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1MICHAEL PENN CEO
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2JOHN WHITING TREASURER
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson3VINCENT MOSELEY SECRETARY
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Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,298,097
Liabilities
$111,908
Net assets
$9,186,189
Revenue
-
Expenses
$196,860
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.57$0.05$9.51$4.26$7.23$2.96
2023Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$6.31$7.50$1.19
2022Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$7.50$21.3$13.8
2021Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$22.1$11.8$10.3
2020Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$2.11$4.51$2.41
2019Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$3.81$5.76$1.95
2018Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$1.05$16.8$15.8
2017Detailed filing. Detailed filing data is available for this year.$43.1$5.38$37.7$1.33$0.01$1.32
2016Detailed filing. Detailed filing data is available for this year.$39.1$2.68$36.4$1.07$0.02$1.05
2015Detailed filing. Detailed filing data is available for this year.$38.8$3.47$35.3$6.36$0.01$6.35
2014Detailed filing. Detailed filing data is available for this year.$31.4$2.38$29.0$19.3$0.01$19.3
2013Detailed filing. Detailed filing data is available for this year.$10.1$0.45$9.70$0.52$0.01$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.30$0.11$9.19$0.20
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00