Civic Intelligence

Gladstone Foundation

990 • Fiscal year 2017 • EIN 80-0688001

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

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

35th percentile

0.12x

Higher debt load relative to assets than 35% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

4.03x

Higher debt load relative to revenue than 92% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$892,155

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 66.9% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

25%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$43,089,314

Up $4,012,401 (+10%) from 2016

Net Assets

Up

$37,714,250

Up $1,319,911 (+3.6%) from 2016

Liabilities

Up

$5,375,064

Up $2,692,490 (+100%) from 2016

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin99th percentile

Revenue

Up

$1,333,370

Up $263,864 (+25%) from 2016

Expenses

Down

$13,459

Down $1,927 (-13%) from 2016

Net Income

Up

$1,319,911

Up $265,791 (+25%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2017

Assets$43,089,314
Liabilities$5,375,064
Net Assets$37,714,250
Open 2017 Filing

Operations Trend

Revenue Growth80th 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

2017

Revenue$1,333,370
Expenses$13,459
Net Income$1,319,911
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$1,383,864
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$24,160,868$21,550,525▼ $2,610,343
Savings and Temporary Cash Investments$2,087,185$5,293,797▲ $3,206,612
Cash and Non-Interest-Bearing Accounts$12,828,535$4,244,667▼ $8,583,868
Prepaid Expenses and Deferred Charges$325$325→ $0
Total Assets$39,076,913$43,089,314▲ $4,012,401
Other Assets Total$0$12,000,000▲ $12,000,000
Liabilities
Other Liabilities$2,682,574$5,375,064▲ $2,692,490
Total Liabilities$2,682,574$5,375,064▲ $2,692,490
Net Assets / Fund Balance
Temporarily Rstr Net Assets$24,130,869$21,595,525▼ $2,535,344
Unrestricted Net Assets$12,263,470$16,118,725▲ $3,855,255
Total Net Assets Fund Balance$36,394,339$37,714,250▲ $1,319,911
Total Liabilities and Net Assets / Fund Balance$39,076,913$43,089,314▲ $4,012,401

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$12,000,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$36,394,341$1,148,871▲ $184,499$6,915$37,714,250
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
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
R Sanders Williams CEOPresident of Jdgi
Alan KaganovDirector
Chris BoskinDirector
Clark WinslowDirector
Douglas ScrivnerDirector
Laura LehmanDirector
Louis G LangeDirector
Marianne De BackerDirector
Paul EdwardsDirector
Perry KarsenDirector
Shona BrownDirector
Stasia ObremskeyDirector
Thomas J FurstDirector
William H Younger JrDirector
Ian ClarkDirector (thru 5/17)
Nicholas J SimonDirector (thru 7/17)
Vincent MoseleytreasurerCFO & VP of Finance (thru 10/17)
Robert Obana TreasurerCOO
Megan Mcdevitt SecretaryVP of Communications
Ann Carollo SecretaryVP of Philanthropy (thru 7/17)
Revenue and Support

Revenue Composition

Contributions and Grants
$1,148,871
Program Service Revenue
$0
Investment Income
$184,499
Other Revenue
$0
All Other Contributions
$1,148,871
Change in Net Assets
$1,319,911

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$50,494Fair Market Value (FMV)
Total Noncash Contributions4$50,494-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,459
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
Other Expenses$5,766--$5,766
Fees for Services Accounting-$5,150-$5,150
Fees for Service Investment Mgmnt Fees-$1,202-$1,202
Fees for Services Legal-$563-$563
Office Expenses$388--$388
Travel$240--$240
All Other Expenses$150--$150
Total Functional Expenses$6,544$6,915$0$13,459
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$5,375,064
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
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Obana
Formed
2010
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
15
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, 2017 and 2016, the institutes had approximately $4,744,000 and $4,689,000 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, 2017 and 2016.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17187472
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18364097
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19358404
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR (THRU 5/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR (THRU 7/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT OF JDGI
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP OF PHILANTHROPY (THRU 7/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP OF COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt18COO
IRS990/Form990PartVIISectionAGrp/TitleTxt19CFO & VP OF FINANCE (THRU 10/17)
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt023
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt050517
IRS990/GrossReceiptsAmt01383864
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0184476
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0184476
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt050494
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt036394339
IRS990/NetAssetsOrFundBalancesEOYAmt037714250
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt023
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt023
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt050494
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0388
IRS990/OfficeExpensesGrp/TotalAmt0388
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt012000000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CATERING, FOOD, BEVERAG
IRS990/OtherExpensesGrp/ProgramServicesAmt05766
IRS990/OtherExpensesGrp/TotalAmt05766
IRS990/OtherLiabilitiesGrp/BOYAmt02682574
IRS990/OtherLiabilitiesGrp/EOYAmt05375064
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt024160868
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt021550525
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0325
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0325
IRS990/PrincipalOfficerNm0ROBERT OBANA
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01072539
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-3033
IRS990/PYOtherExpensesAmt015386
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01054120
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt015386
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01069506
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01319911
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02087185
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05293797
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 12/31/17, PUBLIC SUPPORT NORMALLY RECEIVED EQUALED 22.24%, WHICH SATISFIES THE TEN PERCENT REQUIREMENT. THE ORGANIZATION HAS BEEN IN EXISTENCE FOR 8 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/CurrentTaxYearAmt01148871
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01072538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06333777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019301802
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0667329
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt028524317
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0184476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02575
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01640
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01180
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01322
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0191193
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.22240
IRS990ScheduleA/PublicSupportPY170Pct00.18230
IRS990ScheduleA/PublicSupportTotal170Amt06387128
IRS990ScheduleA/SubstantialContributorsTotAmt022137189
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01148871
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01072538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06333777
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019301802
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0667329
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt028524317
IRS990ScheduleA/TotalSupportAmt028715510
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.42740
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt06546
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt036394341
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01148871
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt037714250
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0184499
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt06915
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt010614
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt035340134
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01072538
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt036394341
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2945
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt04772
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08586
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt028990222
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt06333777
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt035340134
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt028408
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt03687
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt07555
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt09699727
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt019301802
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt028990222
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-732
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt03020
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt09186190
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0772579
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt09699727
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06080
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0265122
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt012000000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTERCOMPANY RECEIVABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05375064
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTERCOMPANY PAYABLE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
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, 2017 AND 2016, THE INSTITUTES HAD APPROXIMATELY $4,744,000 AND $4,689,000 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, 2017 AND 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.57260
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt012000000
IRS990ScheduleD/TotalLiabilityAmt05375064
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,089,314
Liabilities
$5,375,064
Net assets
$37,714,250
Revenue
$1,333,370
Expenses
$13,459
Net income
$1,319,911
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