Civic Intelligence

Fermanian Family Foundation

EIN 91-1906582 • 501(c)3 • LA Jolla, CA

Profile

To carry out and support charitable, educational & religious purposes under irc 501(c)(3) & to support & operate for the benefit of the san diego foundation.

260 So Coast BlvdLA Jolla, CA 92037

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

1st percentile

-281%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-11%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$7,253,186

Down $1,071,745 (-13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$7,253,186

Down $1,071,745 (-13%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin1st percentile

Revenue

Down

$381,849

Down $48,573 (-11%) from 2023

Expenses

Up

$1,453,594

Up $85,458 (+6.2%) from 2023

Net Income

Down

-$1,071,745

Down $134,031 (-14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $7,773,414Liabilities 2011: $0Net Assets 2011: $7,773,4142011Assets 2012: $8,105,693Liabilities 2012: $0Net Assets 2012: $8,105,6932012Assets 2013: $8,093,022Liabilities 2013: $0Net Assets 2013: $8,093,0222013Assets 2014: $8,385,233Liabilities 2014: $0Net Assets 2014: $8,385,2332014Assets 2015: $8,312,478Liabilities 2015: $0Net Assets 2015: $8,312,4782015Assets 2016: $9,430,011Liabilities 2016: $0Net Assets 2016: $9,430,0112016Assets 2017: $9,313,518Liabilities 2017: $18,538Net Assets 2017: $9,294,9802017Assets 2018: $9,621,274Liabilities 2018: $0Net Assets 2018: $9,621,2742018Assets 2019: $9,646,771Liabilities 2019: $0Net Assets 2019: $9,646,7712019Assets 2020: $9,690,440Liabilities 2020: $0Net Assets 2020: $9,690,4402020Assets 2021: $10,347,640Liabilities 2021: $0Net Assets 2021: $10,347,6402021Assets 2022: $9,261,831Liabilities 2022: $0Net Assets 2022: $9,261,8312022Assets 2023: $8,324,931Liabilities 2023: $0Net Assets 2023: $8,324,9312023Assets 2024: $7,253,186Liabilities 2024: $0Net Assets 2024: $7,253,1862024

Highlighted filing

2024

Assets$7,253,186
Liabilities$0
Net Assets$7,253,186
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $546,833Expenses 2011: $314,308Net Income 2011: $232,5252011Revenue 2012: $802,185Expenses 2012: $469,906Net Income 2012: $332,2792012Revenue 2013: $394,072Expenses 2013: $406,743Net Income 2013: -$12,6712013Revenue 2014: $480,839Expenses 2014: $188,628Net Income 2014: $292,2112014Revenue 2015: $565,428Expenses 2015: $638,183Net Income 2015: -$72,7552015Revenue 2016: $2,009,046Expenses 2016: $891,513Net Income 2016: $1,117,5332016Revenue 2017: $334,269Expenses 2017: $469,300Net Income 2017: -$135,0312017Revenue 2018: $549,059Expenses 2018: $222,765Net Income 2018: $326,2942018Revenue 2019: $560,792Expenses 2019: $535,295Net Income 2019: $25,4972019Revenue 2020: $436,082Expenses 2020: $392,016Net Income 2020: $44,0662020Revenue 2021: $2,936,109Expenses 2021: $2,278,818Net Income 2021: $657,2912021Revenue 2022: $445,745Expenses 2022: $1,531,474Net Income 2022: -$1,085,7292022Revenue 2023: $430,422Expenses 2023: $1,368,136Net Income 2023: -$937,7142023Revenue 2024: $381,849Expenses 2024: $1,453,594Net Income 2024: -$1,071,7452024

Highlighted filing

2024

Revenue$381,849
Expenses$1,453,594
Net Income-$1,071,745
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,253,186
Liabilities
$0
Net assets
$7,253,186
Revenue
$381,849
Expenses
$1,453,594
Net income
-$1,071,745
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.25$0.00$7.25$0.38$1.45$1.07
2023Summary only. Only limited summary data is available for this year.$8.32$0.00$8.32$0.43$1.37$0.94
2022Summary only. Only limited summary data is available for this year.$9.26$0.00$9.26$0.45$1.53$1.09
2021Summary only. Only limited summary data is available for this year.$10.3$0.00$10.3$2.94$2.28$0.66
2020Summary only. Only limited summary data is available for this year.$9.69$0.00$9.69$0.44$0.39$0.04
2019Summary only. Only limited summary data is available for this year.$9.65$0.00$9.65$0.56$0.54$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.62$0.00$9.62$0.55$0.22$0.33
2017Summary only. Only limited summary data is available for this year.$9.31$0.02$9.29$0.33$0.47$0.14
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.43$0.00$9.43$2.01$0.89$1.12
2015Summary only. Only limited summary data is available for this year.$8.31$0.00$8.31$0.57$0.64$0.07
2014Summary only. Only limited summary data is available for this year.$8.39$0.00$8.39$0.48$0.19$0.29
2013Summary only. Only limited summary data is available for this year.$8.09$0.00$8.09$0.39$0.41$0.01
2012Summary only. Only limited summary data is available for this year.$8.11$0.00$8.11$0.80$0.47$0.33
2011Summary only. Only limited summary data is available for this year.$7.77$0.00$7.77$0.55$0.31$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 21, 2025
Return Version
2024v5.2
Gross Receipts
$1,645,358
Mission and Program Overview

Mission

To carry out and support charitable, educational & religious purposes under irc 501(c)(3) & to support & operate for the benefit of the san diego foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,324,931$7,253,186▼ $1,071,745
Investments in Publicly Traded Securities$8,190,206$7,172,936▼ $1,017,270
Savings and Temporary Cash Investments$134,725$80,250▼ $54,475
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$8,324,931$7,253,186▼ $1,071,745
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,324,931$7,253,186▼ $1,071,745
Total Liabilities and Net Assets / Fund Balance$8,324,931$7,253,186▼ $1,071,745
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Bernadine G FermanianClass a Trustee
George FermanianClass a Trustee
Bruce Mc CulloughClass B Trustee
James HowellClass B Trustee
Robert SneadClass B Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$381,849
Other Revenue
$0
Change in Net Assets
$-1,071,745
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,449,050
Other Expenses$4,544
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,449,050--$1,449,050
Fees for Services Accounting-$4,405-$4,405
Other Expenses-$100-$100
All Other Expenses-$39-$39
Total Functional Expenses$1,449,050$4,544$0$1,453,594
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Diego FoundationSan Diego, CA501(c)(3)General$1,449,050
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“George fermanian and bernadine fermanian have a family relationship.”

Form 990, Part VI, Section B, Line 11B

“Trustees review form 990 before filing.”

Form 990, Part VI, Section B, Line 12C

“The foundation periodically reviews any conflict of interest and makes immediate corrections.”

Form 990, Part VI, Section C, Line 19

“The organizations governing documents, conflict of interest policy, and financial statements and books and records are open to the public upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“George fermanian - 260 so. Coast blvd, la jolla, ca 92037. Bernadine g. Fermanian - 260 so. Coast blvd, la jolla, ca 92037. Robert snead - 7040 avenida encinas #104-280, carlsbad, ca 92009. Bruce mc cullough - 333 coast #6, la jolla, ca 92037. James howell - 2508 historic decatur road #200, san diego, ca 92106.”

Filing and Contact Details

Filer

Filer Name
Fermanian Family Foundation
EIN
91-1906582
Phone
8584560070
Address
260 SO COAST BLVD, LA JOLLA, CA 92037

Signing Officer

Name
George Fermanian
Title
Director
Phone
8584560070
Signed
2025-07-21

Organization Details

Principal Officer
George Fermanian
Formed
1998
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
21650 OXNARD STREET 12TH FLOOR, WOODLAND HILLS, CA 91367
Preparer
Laura Stone
Phone
8187830570
Raw XML Appendix338 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
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SAN DIEGO FOUNDATION IS EXPRESSLY NAMED IN THE ORGANIZATION'S GOVERNING DOCUMENT. FROM TIME TO TIME DONATIONS ARE MADE TO OTHER PUBLICLY SUPPORTED CHARITABLE ORGANIZATIONS NOT LISTED IN THE GOVERNING DOCUMENT. THE GOVERNING DOCUMENT PERMITS SUCH DONATIONS TO BE MADE TO THESE CHARITABLE ORGANIZATIONS WHICH STRICTLY BELIEVE IN AND ADHERE TO CHRISTIAN BELIEFS AS DESCRIBED IN THE STATEMENT OF RELIGIOUS BELIEFS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FOUNDATION WORKS CLOSELY WITH THE SAN DIEGO FOUNDATION AND OTHER CHARITIES. EACH YEAR THE FOUNDATION DISTRIBUTES SUBSTANTIALLY ALL OF THE INCOME TO FURTHER CHARITABLE PURPOSES EXPRESSED IN THE GOVERNING DOCUMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION DONATES SUBSTANTIALLY ALL MONIES (MORE THAN 85%) TO THE SAN DIEGO FOUNDATION WHICH USES THE MONIES FOR EDUCATIONAL SCHOLARSHIPS. THE SAN DIEGO FOUNDATION IS NAMED IN THE ORGANIZATION'S GOVERNING DOCUMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCH. A, PART IV, SEC. A, SUPPORTING ORGANIZATIONS, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, PAGE 5, SECTION D, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PART IV, PAGE 5, SECTION E, LINE 2A:
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0952942582
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01449050
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE SAN DIEGO FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt01449050
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01449050
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAN DIEGO FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0952942582
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02508 HISTORIC DECATUR RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092106
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION PERIODICALLY REVIEWS USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GEORGE FERMANIAN AND BERNADINE FERMANIAN HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES REVIEW FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION PERIODICALLY REVIEWS ANY CONFLICT OF INTEREST AND MAKES IMMEDIATE CORRECTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AND BOOKS AND RECORDS ARE OPEN TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GEORGE FERMANIAN - 260 SO. COAST BLVD, LA JOLLA, CA 92037. BERNADINE G. FERMANIAN - 260 SO. COAST BLVD, LA JOLLA, CA 92037. ROBERT SNEAD - 7040 AVENIDA ENCINAS #104-280, CARLSBAD, CA 92009. BRUCE MC CULLOUGH - 333 COAST #6, LA JOLLA, CA 92037. JAMES HOWELL - 2508 HISTORIC DECATUR ROAD #200, SAN DIEGO, CA 92106.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08324931
IRS990/TotalAssetsEOYAmt07253186
IRS990/TotalAssetsGrp/BOYAmt08324931
IRS990/TotalAssetsGrp/EOYAmt07253186
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04544
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01449050
IRS990/TotalFunctionalExpensesGrp/TotalAmt01453594
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08324931
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07253186
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01449050
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0381849
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0381849
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08324931
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07253186
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0260 SO COAST BLVD
IRS990/USAddress/CityNm0LA JOLLA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092037
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE FERMANIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08584560070
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FERMANIAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FERM
ReturnHeader/Filer/EIN0911906582
ReturnHeader/Filer/PhoneNum08584560070
ReturnHeader/Filer/USAddress/AddressLine1Txt0260 SO COAST BLVD
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092037
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872525370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021650 OXNARD STREET 12TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091367
ReturnHeader/PreparerPersonGrp/PhoneNum08187830570
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA STONE
ReturnHeader/ReturnTs02025-08-04T12:42:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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