Civic Intelligence

The Sun Angel Endowment

990 • Fiscal year 2011 • EIN 86-0419123

Jul 01, 2010 to Jun 30, 2011 • Filed on May 08, 2012

Organization ProfileNONE
2231 E Camelback Road No 32085016
Siviq Scores

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

Liabilities / Assets

66th percentile

0.41x

Higher debt load relative to assets than 66% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

24th percentile

-4.4%

Faster asset growth than 24% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$9,910,252

Down $451,994 (-4.4%) from 2010

Net Assets

Up

$5,881,065

Up $539,327 (+10%) from 2010

Liabilities

Down

$4,029,187

Down $991,321 (-20%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$400,803

Up $57,860 (+17%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$15M$10M$5.0M$0Assets 2010: $10,362,246Liabilities 2010: $5,020,508Net Assets 2010: $5,341,7382010Assets 2011: $9,910,252Liabilities 2011: $4,029,187Net Assets 2011: $5,881,0652011Assets 2012: $9,440,480Liabilities 2012: $4,019,734Net Assets 2012: $5,420,7462012Assets 2013: $9,266,608Liabilities 2013: $4,004,900Net Assets 2013: $5,261,7082013Assets 2014: $9,636,128Liabilities 2014: $4,005,152Net Assets 2014: $5,630,9762014Assets 2015: $8,418,311Liabilities 2015: $3,003,650Net Assets 2015: $5,414,6612015Assets 2016: $7,070,471Liabilities 2016: $2,011,876Net Assets 2016: $5,058,5952016

Highlighted filing

2011

Assets$9,910,252
Liabilities$4,029,187
Net Assets$5,881,065
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $342,9432010Expenses 2011: $400,8032011Revenue 2012: $202,756Expenses 2012: $345,416Net Income 2012: -$142,6602012Revenue 2013: $164,935Expenses 2013: $315,779Net Income 2013: -$150,8442013Revenue 2014: $727,735Expenses 2014: $286,675Net Income 2014: $441,0602014Revenue 2015: $10,010Expenses 2015: $308,602Net Income 2015: -$298,5922015Revenue 2016: -$41,629Expenses 2016: $253,247Net Income 2016: -$294,8762016

Highlighted filing

2011

Revenue-
Expenses$400,803
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
May 8, 2012
Return Version
2010v3.4
Gross Receipts
$8,270,743
Mission and Program Overview

Mission

To provide support for arizona state university and scholarships for asu students.

Filing and Contact Details

Filer

EIN
86-0419123
Raw XML AppendixShowing 400 of 466 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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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0ENDOWMENT FUNDS ARE TO BE USED TO PROVIDE SCHOLARSHIPS TO ASU STUDENTS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 386.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 386.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1PART XI, LINE 8 - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
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IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0MANAGEMENT & ADMINISTRATIVE SERVICES ARE PROVIDED UNDER A CONTRACT WITH EDWARD ESPINOZA'S WHOLLY OWNED FIRM.
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0EDWARD ESPINOZA
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0EXECUTIVE DIRECTOR
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IRS990ScheduleO/GeneralExplanation/Explanation0SEVERAL BOARD MEMBERS ARE TAX CLIENTS OF THE DIRECTOR EDWARD L. ESPINOZA, CPA
IRS990ScheduleO/GeneralExplanation/Explanation1THE ACCOUNTING FUNCTION IS PERFORMED BY EDWARD L. ESPINOZA, CPA, P.C. AND STAFF
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION DOES NOT HAVE COMMITTEES.
IRS990ScheduleO/GeneralExplanation/Explanation3THE EXECUTIVE DIRECTOR WILL REVIEW THE PREPARED RETURN AND THE PRESIDENT OF THE ORGANIZATION WILL SIGN THE RETURN
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation5NET UNREALIZED GAINS ON INVESTMENTS: 1,109,861. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 386. TOTAL TO FORM 990, PART XI, LINE 5: 1,110,247.
IRS990ScheduleO/GeneralExplanation/Explanation6THE BOARD HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE WERE NO CHANGES IN ITS PROCESSES DURING THE YEAR.
IRS990ScheduleO/GeneralExplanation/Explanation7AS PART OF ITS INVESTMENT PORTFOLIO, THE ORGANIZATION HAS FUNDS IN A MANAGED FUTURES PARTNERSHIP, MAN-AHL DIVERSIFIED TRADING COMPANY, L.P.; EIN 06-1500784. THE PARTNERSHIP PROVIDED THE ORGANIZATION A "PROTECTIVE" REPORTABLE TRANSACTION DISCLOSURE STATEMENT AS FOLLOWS: MAN AHL DIVERSIFIED I L.P. ("FUND"), TRADES IN FUTURES, FOREIGN EXCHANGE CONTRACTS, OPTIONS ON FUTURES AND RELATED FINANCIAL INSTRUMENTS FOR ITS OWN ACCOUNT. THE REGULAR ACTIVITY AND PURPOSE OF THE FUND IS TO GENERATE A PRE-TAX ECONOMIC RATE OF RETURN. THE FUND ENGAGES IN TRANSACTIONS THAT RESULT IN IRC SECTION 988 ORDINARY GAINS AND/OR LOSSES. LOSSES REPORTED HEREIN AS WELL AS GAINS HAVE RESULTED FROM THE REGULAR ACTIVITIES OF THE FUND. ANY REPORTABLE LOSSES, RECOGNIZED THIS YEAR, MAY BE THE RESULT OF ACQUISITIONS OCCURRING IN THIS OR PRIOR YEAR(S). FUND HAS TRANSACTIONS WHERE LOSSES WERE CLAIMED UNDER INTERNAL REVENUE CODE ("IRC") SECTION 165 THAT MAY EQUAL OR EXCEED THE RELEVANT $2,000,000 REPORTABLE LOSS THRESHOLD AND ARE TREATED AS ORDINARY PURSUANT TO IRC SECTION 988. HOWEVER, FUND CANNOT DETERMINE WITH REASONABLE CERTAINTY WHETHER THE TAX LOSS ON ANY INDIVIDUAL TRANSACTION EQUALS OR EXCEEDS $2,000,000 OR WHETHER THESE LOSSES HAVE MET ANY OF THE EXCEPTIONS PROVIDED IN REVENUE PROCEDURE 2004-66, AND AS SUCH FUND IS REPORTING THESE TRANSACTIONS ON A PROTECTIVE BASIS. IN GENERAL, THE ADJUSTED TAX BASIS OF ASSETS OBTAINED BY THE FUND IS DETERMINED BY WAY OF CASH PAID AND MAY HAVE BEEN ADJUSTED BY ONE OR MORE STATUTORY PROVISIONS OF THE IRC. WASH SALE ADJUSTMENTS (IRC SECTION 1091); CONSTRUCTIVE SALES (IRC SECTION 1259); STRADDLE LOSS DEFERRALS (IRC SECTION 1092) OR BY OTHER STATUTORY PROVISIONS OF THE IRC. THE ORGANIZATION DOES NOT BELIEVE THAT IT WAS PARTY TO A PROHIBITED TAX SHELTER TRANSACTION, AS DEFINED IN IRS REG. 1.6033-5T AND, AS A RESULT, DID NOT FILE FORM 8886-T.
IRS990ScheduleO/GeneralExplanation/Explanation8AS PART OF ITS INVESTMENT PORTFOLIO, THE ORGANIZATION HAS FUNDS IN A MANAGED FUTURES PARTNERSHIP, ABBEY CAPITAL MULTI-MANAGER FUND, LTD; EIN 98-0518326. THE PARTNERSHIP PROVIDED THE ORGANIZATION A "PROTECTIVE" REPORTABLE TRANSACTION DISCLOSURE STATEMENT AS FOLLOWS: ACL ALTERNATIVE FUND SAC LIMITED ("MASTER FUND") TRADES IN VARIOUS COMMODITIES AND RELATED FINANCIAL INSTRUMENTS FOR ITS OWN ACCOUNT. AS PART OF ITS REGULAR TRADING ACTIVITY, THE MASTER FUND ENTERS INTO TRANSACTIONS THAT GENERATE IRC SECTION 988 FOREIGN CURRENCY GAINS/LOSSES. THE REGULAR ACTIVITY AND PURPOSE OF THE MASTER FUND IS TO GENERATE A PRE-TAX ECONOMIC RETURN FOR ITS INVESTORS. THE MASTER FUND'S INVESTMENT TRANSACTIONS ARE ENTERED INTO FOR BUSINESS PURPOSES AND ARE NOT ENETERED INTO FOR EXPECTED TAX BENEFITS. THE ORGANIZATION DOES NOT BELIEVE THAT IT WAS PARTY TO A PROHIBITED TAX SHELTER TRANSACTION, AS DEFINED IN IRS REG. 1.6033-5T AND, AS A RESULT, DID NOT FILE FORM 8886-T.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/Identifier2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/Identifier3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier4CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/Identifier5OVERSIGHT OF AUDIT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART XII, LINE 2C
IRS990ScheduleO/GeneralExplanation/ReturnReference3PROTECTIVE DISCLOSURE: PART V, LINE 5A
IRS990ScheduleO/GeneralExplanation/ReturnReference4PROTECTIVE DISCLOSURE: PART V, LINE 5A
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
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IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0LINE 2
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0AZ
IRS990/StatesWhereCopyOfReturnIsFiled0AZ
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
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IRS990/Terminated00
IRS990/TermOrPermanentEndowments01
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IRS990/TheBooksAreInCareOf/AddressUS/City0PHOENIX
IRS990/TheBooksAreInCareOf/AddressUS/State0AZ
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode085016
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10EDWARD L ESPINOZA CPA PC
IRS990/TheBooksAreInCareOf/TelephoneNumber06029569107
IRS990/TotalAssets/BOY010362246
IRS990/TotalAssetsBOY010362246
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IRS990/TotalAssetsEOY09910252
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear0400803

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,910,252
Liabilities
$4,029,187
Net assets
$5,881,065
Revenue
-
Expenses
$400,803
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$7.07$2.01$5.06$0.04$0.25$0.29
2015Detailed filing. Detailed filing data is available for this year.$8.42$3.00$5.41$0.01$0.31$0.30
2014Detailed filing. Detailed filing data is available for this year.$9.64$4.01$5.63$0.73$0.29$0.44
2013Summary only. Only limited summary data is available for this year.$9.27$4.00$5.26$0.16$0.32$0.15
2012Summary only. Only limited summary data is available for this year.$9.44$4.02$5.42$0.20$0.35$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.91$4.03$5.88$0.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$5.02$5.34$0.34