Civic Intelligence

Torrey Foundation

990PF • Fiscal year 2014 • EIN 88-0268986

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 21, 2015

2658 Del Mar Heights RoadDel Mar, CA 92014

(858) 259-8264

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

87th percentile

47%

Higher net margin than 87% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

50th percentile

2.9%

Faster asset growth than 50% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

19th percentile

-10%

Faster revenue growth than 19% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$19,783,854

Up $548,589 (+2.9%) from 2013

Net Assets

Up

$19,783,854

Up $548,589 (+2.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$2,297,098

Down $257,043 (-10%) from 2013

Expenses

Up

$1,224,327

Up $225,342 (+23%) from 2013

Net Income

Down

$1,072,771

Down $482,385 (-31%) from 2013

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $16,125,266Liabilities 2010: $0Net Assets 2010: $16,125,2662010Assets 2011: $14,694,150Liabilities 2011: $0Net Assets 2011: $14,694,1502011Assets 2012: $15,957,914Liabilities 2012: $0Net Assets 2012: $15,957,9142012Assets 2013: $19,235,265Liabilities 2013: $0Net Assets 2013: $19,235,2652013Assets 2014: $19,783,854Liabilities 2014: $0Net Assets 2014: $19,783,8542014Assets 2015: $17,713,987Liabilities 2015: $0Net Assets 2015: $17,713,9872015Assets 2016: $19,066,518Liabilities 2016: $0Net Assets 2016: $19,066,5182016Assets 2017: $20,758,875Liabilities 2017: $0Net Assets 2017: $20,758,8752017Assets 2018: $18,956,996Liabilities 2018: $0Net Assets 2018: $18,956,9962018Assets 2019: $19,632,654Liabilities 2019: $0Net Assets 2019: $19,632,6542019Assets 2020: $19,792,308Liabilities 2020: $0Net Assets 2020: $19,792,3082020Assets 2021: $19,357,610Liabilities 2021: $0Net Assets 2021: $19,357,6102021Assets 2022: $14,811,555Liabilities 2022: $0Net Assets 2022: $14,811,5552022Assets 2023: $15,880,000Liabilities 2023: $0Net Assets 2023: $15,880,0002023Assets 2024: $16,249,051Liabilities 2024: $0Net Assets 2024: $16,249,0512024

Highlighted filing

2014

Assets$19,783,854
Liabilities$0
Net Assets$19,783,854

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $870,6282010Expenses 2011: $997,7862011Expenses 2012: $959,2292012Revenue 2013: $2,554,141Expenses 2013: $998,985Net Income 2013: $1,555,1562013Revenue 2014: $2,297,098Expenses 2014: $1,224,327Net Income 2014: $1,072,7712014Revenue 2015: $365,039Expenses 2015: $1,159,468Net Income 2015: -$794,4292015Revenue 2016: $76,310Expenses 2016: $1,096,513Net Income 2016: -$1,020,2032016Revenue 2017: $1,528,626Expenses 2017: $2,065,512Net Income 2017: -$536,8862017Revenue 2018: $1,734,227Expenses 2018: $248,216Net Income 2018: $1,486,0112018Revenue 2019: $795,584Expenses 2019: $3,221,756Net Income 2019: -$2,426,1722019Revenue 2020: -$406,220Expenses 2020: $2,230,358Net Income 2020: -$2,636,5782020Revenue 2021: $3,353,177Expenses 2021: $2,939,967Net Income 2021: $413,2102021Revenue 2022: $631,777Expenses 2022: $1,972,657Net Income 2022: -$1,340,8802022Revenue 2023: $641,780Expenses 2023: $1,281,649Net Income 2023: -$639,8692023Revenue 2024: $1,067,724Expenses 2024: $1,170,828Net Income 2024: -$103,1042024

Highlighted filing

2014

Revenue$2,297,098
Expenses$1,224,327
Net Income$1,072,771
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 21, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
L LEGALLETPresidentPT$0--
T WILSONSecretaryPT$0--
MAYA CHAKKOTreasurerPT$0--
M CHAKKODirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Torrey Foundation
EIN
88-0268986
Phone
8582598264
Address
2658 DEL MAR HEIGHTS ROAD, DEL MAR, CA 92014

Signing Officer

Name
L Legallet
Title
President
Signed
2015-07-21
Discuss with paid preparer
Yes

Preparer

Firm
James D Digenan CPA Jd
Address
5520 WELLESLEY ST STE 200, LA MESA, CA 91942
Preparer
James D Digenan
Phone
6197419806
Raw XML AppendixShowing 400 of 408 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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04401
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02568 DEL MAR HEIGHTS ROAD NO 424
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DEL MAR
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0920143109
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KATHRYN MANZELLA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08582598264
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0L LEGALLET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0801000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0AYCO CHAR FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 15203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALBANY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012212
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0801000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016825
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0800757
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0921534
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0817582
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0904709
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0800757
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0365
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0365
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMPUTER CONSULTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LICENSES AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SERVICE/REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0147
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1654
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21957
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3604
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4394
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5270
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0147
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1654
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21957
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3604
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4394
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5270
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0318981
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0318981
TaxesSchedule/TaxesDetail/Amt079986
TaxesSchedule/TaxesDetail/Amt17778
TaxesSchedule/TaxesDetail/Amt2905
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0905
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07778
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0L LEGALLET
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TORREY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TORR
ReturnHeader/Filer/EIN0880268986
ReturnHeader/Filer/PhoneNum08582598264
ReturnHeader/Filer/USAddress/AddressLine1Txt02658 DEL MAR HEIGHTS ROAD
ReturnHeader/Filer/USAddress/CityNm0DEL MAR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES D DIGENAN CPA JD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05520 WELLESLEY ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091942

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$1.07$1.17$0.10
2023Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$0.64$1.28$0.64
2022Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.63$1.97$1.34
2021Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$3.35$2.94$0.41
2020Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$0.41$2.23$2.64
2019Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$0.80$3.22$2.43
2018Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$1.73$0.25$1.49
2017Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$1.53$2.07$0.54
2016Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$0.08$1.10$1.02
2015Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$0.37$1.16$0.79
2014Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$2.30$1.22$1.07
2013Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$2.55$1.00$1.56
2012Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$0.96
2011Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$1.00
2010Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$0.87