Civic Intelligence

Gladstone Foundation

990 • Fiscal year 2016 • EIN 80-0688001

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profilewww.gladstoneinstitutes.org
1650 Owens StreetSan Francisco, CA 94158

(415) 734-2000

Siviq Scores

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

Liabilities / Assets

26th percentile

0.07x

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

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

2.51x

Higher debt load relative to revenue than 88% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$870,559

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 81.4% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

42nd percentile

0.7%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-83%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$39,076,913

Up $265,265 (+0.7%) from 2015

Net Assets

Up

$36,394,339

Up $1,054,205 (+3.0%) from 2015

Liabilities

Down

$2,682,574

Down $788,940 (-23%) from 2015

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin99th percentile

Revenue

Down

$1,069,506

Down $5,294,105 (-83%) from 2015

Expenses

Up

$15,386

Up $3,113 (+25%) from 2015

Net Income

Down

$1,054,120

Down $5,297,218 (-83%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2016

Assets$39,076,913
Liabilities$2,682,574
Net Assets$36,394,339
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

2016

Revenue$1,069,506
Expenses$15,386
Net Income$1,054,120
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$1,526,073
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.

THE GLADSTONE FOUNDATION CONDUCTS FUNDRAISING ACTIVITY ON BEHALF OF THE J DAVID GLADSTONE INSTITUTES. THE MISSION OF THE GLADSTONE INSTITUTES IS TO USE VISIONARY SCIENCE AND TECHNOLOGY TO OVERCOME MAJOR UNSOLVED DISEASES. TO ENSURE THEIR WORK DOES THE GREATEST GOOD, THE GLADSTONE INSTITUTES FOCUSes ON CONDITIONS WITH PROFOUND MEDICAL, ECONOMIC, AND SOCIAL IMPACT - UNSOLVED DISEASES OF THE BRAIN, THE HEART, AND THE IMMUNE SYSTEM.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$26,305,642$24,160,868▼ $2,144,774
Cash and Non-Interest-Bearing Accounts$7,155,606$12,828,535▲ $5,672,929
Savings and Temporary Cash Investments$5,334,896$2,087,185▼ $3,247,711
Investments in Publicly Traded Securities$15,179$0▼ $15,179
Prepaid Expenses and Deferred Charges$325$325→ $0
Total Assets$38,811,648$39,076,913▲ $265,265
Liabilities
Other Liabilities$3,469,783$2,682,574▼ $787,209
Accounts Payable and Accrued Expenses$1,731$0▼ $1,731
Total Liabilities$3,471,514$2,682,574▼ $788,940
Net Assets / Fund Balance
Temporarily Rstr Net Assets$26,275,645$24,130,869▼ $2,144,776
Unrestricted Net Assets$9,064,489$12,263,470▲ $3,198,981
Total Net Assets Fund Balance$35,340,134$36,394,339▲ $1,054,205
Total Liabilities and Net Assets / Fund Balance$38,811,648$39,076,913▲ $265,265

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$35,340,134$1,072,538▼ $2,945$4,772$36,394,341
2015$28,990,222$6,333,777▲ $28,408$3,687$35,340,134
2014$9,699,727$19,301,802▼ $732$3,020$28,990,222
2013$9,186,190$772,579▲ $6,080$265,122$9,699,727
2012-$9,383,283▼ $233$196,860$9,186,190
Compensation and Service Providers
Top Officer Pay92nd percentile

Board Members and Trustees

NameTitle
William H Younger JrChairman
William S Price iiiFormer Chairman (Thru 07/16)
R Sanders Williams CEOpresident of jdgi
William K Bowes jrFormer Vice Chairman (Thru 12/16)
Stasia ObremskeyVice Chairman
Alan KaganovDirector
Chris BoskinDirector
Clark WinslowDirector
Douglas Scrivnerdirector
Ernest Mario thru 1216director
Ian ClarkDirector
Laura LehmanDirector
Louis G Langedirector
Nicholas J Simondirector
Paul EdwardsDirector
Perry KarsenDirector
Thomas J FurstDirector
Vincent Moseley TreasurerCFO & VP of Finance
Ann Carollo SecretaryVP of Philanthropy
Revenue and Support

Revenue Composition

Contributions and Grants
$1,072,539
Program Service Revenue
$0
Investment Income
$-3,033
Other Revenue
$0
All Other Contributions
$1,072,539
Change in Net Assets
$1,054,120
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,386
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$7,350-$7,350
Travel$4,302--$4,302
Fees for Service Investment Mgmnt Fees-$1,357-$1,357
Fees for Services Other-$1,200-$1,200
Office Expenses$465--$465
Fees for Services Legal-$360-$360
All Other Expenses$352--$352
Total Functional Expenses$5,119$10,267$0$15,386
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
intercompany payable$2,682,574
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7B

“The Trustees of the J. David Gladstone Institutes have approval rights of the nominated board members of the Gladstone Foundation.”

Form 990, Part VI, Section B, line 11B

“The Form 990 and its related schedules were provided to the Gladstone Foundation officers, the chairman, and all members of the audit committee for review and approval prior to filing.”

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

“Each director, trustee, principal officer, and member of a committee with Board delegated powers shall annually sign a statement which affirms such person has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands the corporation is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.”

Form 990, Part VI, Section C, line 19

“the organization makes its governing documents, financial statements and conflict of interest policy available upon request.”

Filing and Contact Details

Filer

Filer Name
Gladstone Foundation
EIN
80-0688001
Phone
4157342000
Address
1650 Owens Street, SAN FRANCISCO, CA 94158

Signing Officer

Name
Robert Obana
Title
COO
Phone
4157342000
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Obana
Formed
2010
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
13
Employees
0
Volunteers
21

Preparer

Firm
Moss Adams LLP
Address
4747 Executive Drive Suite 1300, San Diego, CA 92121
Preparer
Patricia J Mayer
Phone
8586271400
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“To support the J. David Gladstone Institutes.”

Part X, Line 2:

“the 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 23701d 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, 2016 and 2015, the Institutes had approximately $4,689,000 and $2,317,000 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 had no unrecognized tax benefits at December 31, 2016 and 2015.”

Raw XML AppendixShowing 400 of 583 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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IRS990/Form990PartVIISectionAGrp/PersonNm16William S Price iii
IRS990/Form990PartVIISectionAGrp/PersonNm17Ann Carollo Secretary
IRS990/Form990PartVIISectionAGrp/PersonNm18Vincent Moseley Treasurer
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IRS990/Form990PartVIISectionAGrp/TitleTxt8director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11president of jdgi
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt15Former Vice Chairman (Thru 12/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt16Former Chairman (Thru 07/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP of Philanthropy
IRS990/Form990PartVIISectionAGrp/TitleTxt18CFO & VP of Finance
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IRS990/MissionDesc0TO 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.
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IRS990/PrincipalOfficerNm0Robert Obana
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Statement with Respect to Public Support Testing and dissolution of the organization:Pursuant to Regulation 1.170A-9(E) (3) the organization normally receives a substantial part of its support directly or indirectly from the general public and it is actively engaged in the attraction of public support. The organization is publicly supported under the Facts and Circumstances Test as follows:(I) Ten percent-of-support limitation: The percentage of support normally received by the organization from contributions made by government units, from contributions made directly or indirectly by the general public, or from a combination of these sources equals at least 10 percent. (II) Attraction of public support: The organization is organized and operated to continuously attract new and additional public support. The board of directors maintains a continuous and bona fide program for solicitation of funds from the general public and surrounding community. The board and volunteers actively pursue public funds and corporate sponsorships in San Francisco County. (III) Percentage of financial support: For the year ended 12/31/16, public support normally received equaled 18.23%, which satisfies the ten percent requirement. The organization has been in existence for 7 years and the testing is from the last 5 years. Please note the public support was 18.23% for 12/31/16, 15.59% for 12/31/15, and 12.46% for 12/31/14.(IV) Sources of support: The organization receives support from a large representative number of persons. It does not receive almost all of its support from the members of a single family. The organization conducts fundraising activities on behalf of the J. David Gladstone Institutes and manages and invests a portion of such assets on behalf of the institutes. (V) Representative governing body: The organization's board of directors is comprised of a diverse mixture of dedicated people from different industries and backgrounds. Such persons represent a broad cross-section of the views and interests of the community. The governing body does not comprise the personal and private interests of a limited number of donors. (VI) Availability of public services: The services and programs provided by the organization are available to the public on a continuous basis.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01072538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06333777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019301802
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0667329
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09266848
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt036642294
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02575
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01640
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.15590
IRS990ScheduleA/PublicSupportTotal170Amt06702073
IRS990ScheduleA/SubstantialContributorsTotAmt029940221
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0667329
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09266848
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt036642294
IRS990ScheduleA/TotalSupportAmt036765562
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt0116435
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0116435
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01072538
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt036394341
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2945
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt04772
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt03687
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07555
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt09699727
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02682574
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0intercompany payable
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0To support the J. David Gladstone Institutes.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1the 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 23701d 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, 2016 and 2015, the Institutes had approximately $4,689,000 and $2,317,000 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 had no unrecognized tax benefits at December 31, 2016 and 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$39,076,913
Liabilities
$2,682,574
Net assets
$36,394,339
Revenue
$1,069,506
Expenses
$15,386
Net income
$1,054,120
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
Peer Organizations

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