Civic Intelligence

Pelo Foundation

990PF • Fiscal year 2021 • EIN 91-1430570

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

3964 Honeycutt StSan Diego, CA 92109

(360) 220-5217

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

90th percentile

62%

Higher net margin than 90% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

49th percentile

3.4%

Faster asset growth than 49% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

129%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$150,496

Up $4,948 (+3.4%) from 2020

Net Assets

Up

$150,453

Up $4,905 (+3.4%) from 2020

Liabilities

Up

$43

Up $43 from 2020

Revenue

Up

$7,951

Up $4,484 (+129%) from 2020

Expenses

Down

$3,046

Down $257 (-7.8%) from 2020

Net Income

Up

$4,905

Up $4,741 (+2891%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $482,558Liabilities 2010: $0Net Assets 2010: $482,5582010Assets 2011: $475,172Liabilities 2011: $0Net Assets 2011: $475,1722011Assets 2012: $464,340Liabilities 2012: $690Net Assets 2012: $463,6502012Assets 2013: $460,572Liabilities 2013: $0Net Assets 2013: $460,5722013Assets 2014: $490,614Liabilities 2014: $0Net Assets 2014: $490,6142014Assets 2015: $483,879Liabilities 2015: $0Net Assets 2015: $483,8792015Assets 2016: $472,732Liabilities 2016: $0Net Assets 2016: $472,7322016Assets 2017: $151,605Liabilities 2017: $0Net Assets 2017: $151,6052017Assets 2019: $145,384Liabilities 2019: $0Net Assets 2019: $145,3842019Assets 2020: $145,548Liabilities 2020: $0Net Assets 2020: $145,5482020Assets 2021: $150,496Liabilities 2021: $43Net Assets 2021: $150,4532021Assets 2022: $154,185Liabilities 2022: $51Net Assets 2022: $154,1342022Assets 2023: $151,075Liabilities 2023: $172023Assets 2024: $175,196Liabilities 2024: $407Net Assets 2024: $174,7892024

Highlighted filing

2021

Assets$150,496
Liabilities$43
Net Assets$150,453

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $30,7562010Expenses 2011: $28,1082011Expenses 2012: $29,0552012Revenue 2013: $30,265Expenses 2013: $33,343Net Income 2013: -$3,0782013Revenue 2014: $66,416Expenses 2014: $36,374Net Income 2014: $30,0422014Revenue 2015: $30,202Expenses 2015: $36,937Net Income 2015: -$6,7352015Revenue 2016: $25,017Expenses 2016: $36,164Net Income 2016: -$11,1472016Revenue 2017: $85,679Expenses 2017: $406,806Net Income 2017: -$321,1272017Revenue 2019: $4,987Expenses 2019: $3,505Net Income 2019: $1,4822019Revenue 2020: $3,467Expenses 2020: $3,303Net Income 2020: $1642020Revenue 2021: $7,951Expenses 2021: $3,046Net Income 2021: $4,9052021Revenue 2022: $6,258Expenses 2022: $2,577Net Income 2022: $3,6812022Revenue 2023: $7,564Expenses 2023: $10,640Net Income 2023: -$3,0762023Revenue 2024: $34,721Expenses 2024: $10,515Net Income 2024: $24,2062024

Highlighted filing

2021

Revenue$7,951
Expenses$3,046
Net Income$4,905
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD L PELOPresident-$0--
Filing and Contact Details

Filer

Filer Name
Pelo Foundation
EIN
91-1430570
Phone
3602205217
Address
3964 HONEYCUTT ST, SAN DIEGO, CA 92109

Signing Officer

Name
Richard L Pelo
Title
President
Phone
3602205217
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Zalaznik & Associates Pllc
Address
PO BOX 1724, WALLA WALLA, WA 99362
Preparer
Debora L Zalaznik CPA
Phone
5095265689
Raw XML Appendix248 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0375
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0375
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0DODGE & COX INCOME FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1FEDERATED TOTAL RETURN BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt017066
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt113566
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt017312
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt113313
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt034574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt132777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt229564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt311046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt045100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt143593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt243301
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt313864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0DFA US LARGE CAP VALUE PR INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1DFA INTERNATIONAL CORE EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DFA US VECTOR EQUITY PORT INSTITUTIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DFA EMERGING MARKETS CORE EQUITY POR
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt03558
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04393
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt07951
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt07951
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04393
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03558
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03558
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04905
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04393
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04393
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0176
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0176
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02951
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03046
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07951
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07951
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02951
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04393
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04905
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0150453
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0145548
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0150453
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08727
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08727
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08727
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08797
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt070
IRS990PF/DistributableAmountGrp/TotalTaxAmt070
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt070
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt070
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt070
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt043
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt027
IRS990PF/FMVAssetsEOYAmt0188386
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0500000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0500000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02239
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02588
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02588
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt030632
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt030632
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt030625
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0107961
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0107961
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0145858
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt083
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt043
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-354452
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-349547
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04633
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09315
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt09315
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0145548
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0150496
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0188386
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt043
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0145548
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0150496
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0145548
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0150453
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0178625
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06906
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0171689
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02679
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt030
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08797
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0175946
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0178625
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD L PELO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03964 HONEYCUTT ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN DIEGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092109
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RICHARD L PELO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03964 HONEYCUTT ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN DIEGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092109
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03602205217
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RICHARD L PELO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03602205217
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03964 HONEYCUTT ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd092109
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CHARITABLE, RELIGIOUS, AND EDUCATIONAL PURPOSES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE - REASONABLE TIME SHOULD BE ALLOWED FOR DIRECTOR TO ACT UPON REQUEST.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RICHARD L PELO
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/DistributableAsAdjustedAmt08727
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08727
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0389851
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0853
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08727
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0384472
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02495
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0381977
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0384472
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0393199
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt031
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt152
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST AND DIVIDENDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FEDERAL TAX RECEIVABLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WA STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt072
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt072
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt043
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUST SERVICE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02400
TaxesSchedule/TaxesDetail/Amt095
TaxesSchedule/TaxesDetail/CategoryTxt0TAX EXPENSE
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD L PELO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03602205217
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PELO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PELO
ReturnHeader/Filer/EIN0911430570
ReturnHeader/Filer/PhoneNum03602205217
ReturnHeader/Filer/USAddress/AddressLine1Txt03964 HONEYCUTT ST
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092109
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0912141072
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ZALAZNIK & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1724
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALLA WALLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099362
ReturnHeader/PreparerPersonGrp/PhoneNum05095265689
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORA L ZALAZNIK CPA
ReturnHeader/ReturnTs02022-11-15T15:55:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PELO
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.35$0.11$0.24
2023Summary only. Only limited summary data is available for this year.$1.51$0.00$0.08$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.06$0.03$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.08$0.03$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.03$0.03$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.05$0.04$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.86$4.07$3.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.00$4.73$0.25$0.36$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.30$0.37$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.66$0.36$0.30
2013Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.30$0.33$0.03
2012Detailed filing. Detailed filing data is available for this year.$4.64$0.01$4.64$0.29
2011Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.28
2010Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.31
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • <$500k nonprofits