Civic Intelligence

The Jesse Turner Foundation

990PF • Fiscal year 2018 • EIN 81-0896035

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 01, 2019

Organization Profile
24422 Avenida DE LA Carlota No 400Laguna Hills, CA 92653-3634

(949) 474-6900

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.05x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

10th percentile

-50%

Higher net margin than 10% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

42nd percentile

-2.0%

Faster asset growth than 42% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

18th percentile

-27%

Faster revenue growth than 18% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$491,744

Down $9,996 (-2.0%) from 2017

Net Assets

Down

$490,552

Down $11,188 (-2.2%) from 2017

Liabilities

Up

$1,192

Up $1,192 from 2017

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin10th percentile

Revenue

Down

$22,227

Down $8,357 (-27%) from 2017

Expenses

Up

$33,415

Up $3,575 (+12%) from 2017

Net Income

Down

-$11,188

Down $11,932 (-1604%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$600K$400K$200K$0Assets 2015: $499,982Liabilities 2015: $02015Assets 2016: $500,996Liabilities 2016: $0Net Assets 2016: $500,9962016Assets 2017: $501,740Liabilities 2017: $0Net Assets 2017: $501,7402017Assets 2018: $491,744Liabilities 2018: $1,192Net Assets 2018: $490,5522018Assets 2019: $491,289Liabilities 2019: $6,866Net Assets 2019: $484,4232019Assets 2020: $478,323Liabilities 2020: $3,000Net Assets 2020: $475,3232020Assets 2021: $469,353Liabilities 2021: $3,000Net Assets 2021: $466,3532021Assets 2022: $451,539Liabilities 2022: $3,000Net Assets 2022: $448,5392022Assets 2023: $433,475Liabilities 2023: $3,000Net Assets 2023: $430,4752023Assets 2024: $409,697Liabilities 2024: $3,000Net Assets 2024: $406,6972024

Highlighted filing

2018

Assets$491,744
Liabilities$1,192
Net Assets$490,552
Open 2018 Filing

Operations Trend

Revenue Growth18th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $500,000Expenses 2015: $18Net Income 2015: $499,9822015Revenue 2016: $28,144Expenses 2016: $27,130Net Income 2016: $1,0142016Revenue 2017: $30,584Expenses 2017: $29,840Net Income 2017: $7442017Revenue 2018: $22,227Expenses 2018: $33,415Net Income 2018: -$11,1882018Revenue 2019: $23,106Expenses 2019: $29,235Net Income 2019: -$6,1292019Revenue 2020: $24,142Expenses 2020: $32,932Net Income 2020: -$8,7902020Revenue 2021: $20,912Expenses 2021: $30,689Net Income 2021: -$9,7772021Revenue 2022: $14,382Expenses 2022: $31,841Net Income 2022: -$17,4592022Revenue 2023: $19,621Expenses 2023: $37,685Net Income 2023: -$18,0642023Revenue 2024: $11,187Expenses 2024: $34,692Net Income 2024: -$23,5052024

Highlighted filing

2018

Revenue$22,227
Expenses$33,415
Net Income-$11,188
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 1, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK TURNERCEO-$0--
DEANNA GILPINSecretary-$0--
DYLAN TURNERCFO-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantORANGEWOOD FOUNDATIONCHARITABLEPCSANTA ANA, CA, US$6,000
Paid GrantLONG BEACH JUNIOR CREWCHARITABLEPCLONG BEACH, CA, US$5,500
Paid GrantTILLY'S LIFE CENTERCHARITABLEPCIRVINE, CA, US$5,000
Paid Grant1ST STEP HOUSE OF ORANGE COUNTYCHARITABLEPCCOSTA MESA, CA, US$5,000
Paid GrantMARKETPLACE MINISTRIES WORLDWIDECHARITABLEPCYORBA LINDA, CA, US$2,000
Paid GrantA-TEAM BASKETBALLCHARITABLEPCLOS ANGELES, CA, US$1,100
Paid GrantROMANIAN HANDICAPPED MINISTRIES INCCHARITABLEPCMILFORD, OH, US$1,000
Paid GrantNEWPORT AQUATIC CENTERCHARITABLEPCNEWPORT BEACH, CA, US$500
Paid GrantTHELMA BRAUN FOUNDATIONCHARITABLEPCDALLAS, TX, US$350
Paid GrantCONSTANTINE GEORGALAKISCHARITABLEPCIRVINE, CA, US$350
Paid GrantSCIENCE OF THE SOUL STUDY CENTERCHARITABLEPCPETALUMA, CA, US$300
Paid GrantYMCACHARITABLEPCNEWPORT BEACH, CA, US$100
Filing and Contact Details

Filer

Filer Name
The Jesse Turner Foundation
EIN
81-0896035
Phone
9494746900
Address
24422 AVENIDA DE LA CARLOTA NO 400, LAGUNA HILLS, CA 92653-3634

Signing Officer

Name
Frederick Turner
Title
CEO
Phone
9494746900
Signed
2019-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Pkc Kuebler Apc
Address
27244 VIA INDUSTRIA, TEMECULA, CA 92590
Preparer
Scott M Carpenter
Phone
9516766555
Raw XML AppendixShowing 400 of 617 raw XML fields

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GUGGENHEIM BULLETSH HY 2021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GUGGENHEIM BULLETSH HY 2018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GUGGENHEIM BULLETSH HY 2019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GUGGENHEIM BULLETSH HY 2019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GUGGENHEIM BULLETSH HY 2020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GUGGENHEIM BULLETSH HY 2020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6HSBC HOLDINGS PLC, 8.125% PERP SUBOR EXCH. CAP. SEC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7INVESCO BULLETSHARES 2018 HI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8GUGGENHEIM BULLETSH HY 2021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9GUGGENHEIM BULLETSH HY 2018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10GUGGENHEIM BULLETSH HY 2019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11GUGGENHEIM BULLETSH HY 2019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12GUGGENHEIM BULLETSH HY 2020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13GUGGENHEIM BULLETSH HY 2020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14HSBC HOLDINGS PLC, 8.125% PERP SUBOR EXCH. CAP. SEC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15INVESCO BULLETSHARES 2018 HI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16INVESCO BULLETSHARES 2019 CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17INVESTCO TAXABLE MUNICIPAL BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18INVESTCO TAXABLE MUNICIPAL BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19INVESTCO TAXABLE MUNICIPAL BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20INVESTCO TAXABLE MUNICIPAL BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21MERRILL LYNCH CAP TR III 7.375% TR PFD SEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22INTERACTIVE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-3567
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11188
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0490552
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0501740
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0490552
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt025128
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt025128
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt025128
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt025377
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0249
IRS990PF/DistributableAmountGrp/TotalTaxAmt0249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0480489
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt08429
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt022797
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt022797
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0483759
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0459047
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0446915
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09552
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09900
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt010777
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01192
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0501740
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0490552
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0501740
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0491744
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0480489
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01192
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0501740
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0491744
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0501740
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0490552
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0515266
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0515266
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07729
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt025377
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0507537
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0515266
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FREDERICK TURNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DEANNA GILPIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DYLAN TURNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt024422 AVENIDA DE LA CARLOTA 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt124422 AVENIDA DE LA CARLOTA 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt224422 AVENIDA DE LA CARLOTA 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LAGUNA HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LAGUNA HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LAGUNA HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0926533634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1926533634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2926533634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt016926
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt017175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt026800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt025185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.033350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050084
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049967
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0507537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0535106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0504029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0492482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt028825
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.100051
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt028576
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt028825
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0249
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt028825
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DEANNA GILPIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt024422 AVENIDA DE LA CARLOTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LAGUNA HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0926533634
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09494746900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$491,744
Liabilities
$1,192
Net assets
$490,552
Revenue
$22,227
Expenses
$33,415
Net income
-$11,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.03$4.07$0.11$0.35$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.03$4.30$0.20$0.38$0.18
2022Detailed filing. Detailed filing data is available for this year.$4.52$0.03$4.49$0.14$0.32$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.69$0.03$4.66$0.21$0.31$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.03$4.75$0.24$0.33$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.91$0.07$4.84$0.23$0.29$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.92$0.01$4.91$0.22$0.33$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$0.00$5.02$0.31$0.30$0.01
2016Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.28$0.27$0.01
2015Summary only. Only limited summary data is available for this year.$5.00$0.00$5.00$0.00$5.00