Civic Intelligence

Gladstone Foundation

990 • Fiscal year 2022 • EIN 80-0688001

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 25, 2023

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

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

2nd percentile

-185%

Higher net margin than 2% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

97th percentile

$1,112,279

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

1st percentile

-50%

Faster asset growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-66%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$14,074,974

Down $13,848,167 (-50%) from 2021

Net Assets

Down

$14,074,974

Down $13,848,167 (-50%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin2nd percentile

Revenue

Down

$7,499,234

Down $14,579,347 (-66%) from 2021

Expenses

Up

$21,347,401

Up $9,592,151 (+82%) from 2021

Net Income

Down

-$13,848,167

Down $24,171,498 (-234%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2022

Assets$14,074,974
Liabilities$0
Net Assets$14,074,974
Open 2022 Filing

Operations Trend

Revenue Growth4th 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

2022

Revenue$7,499,234
Expenses$21,347,401
Net Income-$13,848,167
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 25, 2023
Return Version
2022v5.0
Gross Receipts
$7,549,740
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$27,611,530$13,537,314▼ $14,074,216
Cash and Non-Interest-Bearing Accounts$311,286$537,335▲ $226,049
Prepaid Expenses and Deferred Charges$325$325→ $0
Total Assets$27,923,141$14,074,974▼ $13,848,167
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$33,109,013$13,714,546▼ $19,394,467
Net Assets Without Donor Restrictions$-5,185,872$360,428▲ $5,546,300
Total Net Assets Fund Balance$27,923,141$14,074,974▼ $13,848,167
Total Liabilities and Net Assets / Fund Balance$27,923,141$14,074,974▼ $13,848,167
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleOtherTotal
R Sanders Williams DirectorPresident Emiritus of Jdgi$28,813$28,813

Board Members and Trustees

NameTitle
William H Younger JrChairman
Deepak Srivastava DirectorPresident of Jdgi
Stasia ObremskeyVice Chairman
Chris BoskinDirector
Christopher R Redlich JrDirector
Deep V NisharDirector
Diksha MakanDirector
Douglas ScrivnerDirector
Erin HoffmannDirector
Gary MorgenthalerDirector
Gary SteeleDirector
James TananbaumDirector
Linda GraisDirector
Marianne De BackerDirector
Paul EdwardsDirector
Perry KarsenDirector
Sako D FisherDirector
Sharon WinslowDirector
Stephen RichardsonDirector
Thomas J FurstDirector
Chris Nicholson SecretaryDirector of Philanthropy for Jdgi
Robert Obana Former TreasurerCOO of Jdgi
Megan Mcdevittformer SecretaryVP of Communications for Jdgi
Michelle Sibly TreasurerVP of Finance for Jdgi
Robert Wicks CEOVP of Philanthropy for Jdgi
Revenue and Support

Revenue Composition

Contributions and Grants
$7,497,840
Program Service Revenue
$0
Investment Income
$1,394
Other Revenue
$0
All Other Contributions
$7,497,840
Change in Net Assets
$-13,848,167

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 Traded1$50,546Fair Market Value
Total Noncash Contributions1$50,546-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,335,000
Other Expenses$12,401
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$21,335,000--$21,335,000
Fees for Services Accounting-$9,350-$9,350
Fees for Service Investment Mgmnt Fees-$2,251-$2,251
Other Expenses-$800-$800
Total Functional Expenses$21,335,000$12,401$0$21,347,401
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The J David Gladstone InstitutesSan Francisco, CA501(c)(3)General Support$21,335,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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 and the board of directors receive a copy of the form 990 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
Michelle Sibly
Title
Treasurer
Phone
4157342000
Signed
2023-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Sibly
Formed
2010
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
19
Employees
0
Volunteers
24

Preparer

Firm
Moss Adams Llp
Address
4747 EXECUTIVE DR SUITE 1300, SAN DIEGO, CA 92121
Preparer
Patricia J Mayer
Phone
8586271400
Supplemental Narrative

Financial Statement Notes

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, 2022 and 2021, the institutes had approximately $11,770,559 and $11,587,000 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, 2022 and 2021.”

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IRS990/Form990PartVIISectionAGrp/PersonNm0R SANDERS WILLIAMS DIRECTOR
IRS990/Form990PartVIISectionAGrp/PersonNm1DEEPAK SRIVASTAVA DIRECTOR
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM H YOUNGER JR
IRS990/Form990PartVIISectionAGrp/PersonNm3STASIA OBREMSKEY
IRS990/Form990PartVIISectionAGrp/PersonNm4DOUGLAS SCRIVNER
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IRS990/Form990PartVIISectionAGrp/PersonNm19DEEP V NISHAR
IRS990/Form990PartVIISectionAGrp/PersonNm20CHRISTOPHER R REDLICH JR
IRS990/Form990PartVIISectionAGrp/PersonNm21ROBERT WICKS CEO
IRS990/Form990PartVIISectionAGrp/PersonNm22MICHELLE SIBLY TREASURER
IRS990/Form990PartVIISectionAGrp/PersonNm23CHRIS NICHOLSON SECRETARY
IRS990/Form990PartVIISectionAGrp/PersonNm24ROBERT OBANA FORMER TREASURER
IRS990/Form990PartVIISectionAGrp/PersonNm25MEGAN MCDEVITTFORMER SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT EMIRITUS OF JDGI
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT OF JDGI
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP OF PHILANTHROPY FOR JDGI
IRS990/Form990PartVIISectionAGrp/TitleTxt22VP OF FINANCE FOR JDGI
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR OF PHILANTHROPY FOR JDGI
IRS990/Form990PartVIISectionAGrp/TitleTxt24COO OF JDGI
IRS990/Form990PartVIISectionAGrp/TitleTxt25VP OF COMMUNICATIONS FOR JDGI
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,074,974
Liabilities
$0
Net assets
$14,074,974
Revenue
$7,499,234
Expenses
$21,347,401
Net income
-$13,848,167
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