Civic Intelligence

Torrey Foundation

990PF • Fiscal year 2016 • EIN 88-0268986

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 05, 2017

Organization Profile
PO Box 3064Berkeley, CA 94703

(858) 259-8264

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$19,066,518

Flat from 2016

Net Assets

Flat

$19,066,518

Flat from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses

Revenue

Down

$74,268

Down $2,042 (-2.7%) from 2016

Expenses

Down

$1,075,396

Down $21,117 (-1.9%) from 2016

Net Income

Up

-$1,001,128

Up $19,075 (+1.9%) from 2016

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 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

2016

Assets$19,066,518
Liabilities$0
Net Assets$19,066,518
Open 2016 Filing

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: $74,268Expenses 2016: $1,075,396Net Income 2016: -$1,001,1282016Revenue 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

2016

Revenue$74,268
Expenses$1,075,396
Net Income-$1,001,128
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 5, 2017
Return Version
2016v3.0
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
PO BOX 3064, BERKELEY, CA 94703

Signing Officer

Name
L Legallet
Title
President
Signed
2017-09-05
Discuss with paid preparer
Yes

Preparer

Firm
James D Digenan CPA Jd
Address
10174 Austin Dr 2741, Spring Valley, CA 91979
Preparer
James D Digenan
Phone
6192445442
Raw XML Appendix345 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/TotalDistributionRt00.235598
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0897010
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0899621
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02611
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0899621
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/AddressLine1Txt0PO BOX 3064
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BERKELEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094703
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NV
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LANA WILSON
IRS990PF/StatementsRegardingActyGrp/PhoneNum08582047511
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0L LEGALLET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0886040
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0AMERICAN ENDOWMENT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01521 GEORGETOWN RD STE 104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HUDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044236
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0886040
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/AppliedToCurrentYearAmt033442
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0866179
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0900462
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0899621
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0867020
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0866179
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WORKERS COMPENSATION INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1390
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01841
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11841
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2390
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Rental Income - Noninvestment Property
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01841
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-13036
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0167149
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES & ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0167149
TaxesSchedule/TaxesDetail/Amt02611
TaxesSchedule/TaxesDetail/Amt11830
TaxesSchedule/TaxesDetail/Amt21055
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02611
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt11055
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01830
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0L LEGALLET
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TORREY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TORR
ReturnHeader/Filer/EIN0880268986
ReturnHeader/Filer/PhoneNum08582598264
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3064
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES D DIGENAN CPA JD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010174 Austin Dr 2741
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spring Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091979
ReturnHeader/PreparerPersonGrp/PhoneNum06192445442
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James D Digenan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-05T11:34:07-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,066,518
Liabilities
$0
Net assets
$19,066,518
Revenue
$74,268
Expenses
$1,075,396
Net income
-$1,001,128
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$0.07$1.08$1.00
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