Civic Intelligence

California Eastern Star Foundation

990 • Fiscal year 2017 • EIN 94-3260536

Oct 01, 2016 to Sep 30, 2017 • Filed on Jul 16, 2018

16850 Bastanchury RoadYorba Linda, CA 92886

(714) 986-2380

Siviq Scores

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

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.36x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

6th percentile

-43%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

57th percentile

6.2%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-82%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$9,113,872

Up $528,652 (+6.2%) from 2016

Net Assets

Up

$9,001,033

Up $432,926 (+5.1%) from 2016

Liabilities

Up

$112,839

Up $95,726 (+559%) from 2016

Revenue

Down

$313,541

Down $1,457,416 (-82%) from 2016

Expenses

Up

$448,824

Up $96,904 (+28%) from 2016

Net Income

Down

-$135,283

Down $1,554,320 (-110%) from 2016

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $7,203,664Liabilities 2011: $58,120Net Assets 2011: $7,145,5442011Assets 2012: $7,628,212Liabilities 2012: $110,305Net Assets 2012: $7,517,9072012Assets 2013: $7,363,162Liabilities 2013: $48,225Net Assets 2013: $7,314,9372013Assets 2014: $7,681,754Liabilities 2014: $27,795Net Assets 2014: $7,653,9592014Assets 2015: $7,297,298Liabilities 2015: $51,420Net Assets 2015: $7,245,8782015Assets 2016: $8,585,220Liabilities 2016: $17,113Net Assets 2016: $8,568,1072016Assets 2017: $9,113,872Liabilities 2017: $112,839Net Assets 2017: $9,001,0332017Assets 2018: $9,363,593Liabilities 2018: $38,003Net Assets 2018: $9,325,5902018Assets 2019: $9,749,893Liabilities 2019: $31,673Net Assets 2019: $9,718,2202019Assets 2020: $10,003,097Liabilities 2020: $7,276Net Assets 2020: $9,995,8212020Assets 2021: $11,882,828Liabilities 2021: $100,394Net Assets 2021: $11,782,4342021Assets 2022: $9,997,756Liabilities 2022: $64,512Net Assets 2022: $9,933,2442022Assets 2023: $11,136,826Liabilities 2023: $86,852Net Assets 2023: $11,049,9742023Assets 2024: $13,493,183Liabilities 2024: $90,909Net Assets 2024: $13,402,2742024

Highlighted filing

2017

Assets$9,113,872
Liabilities$112,839
Net Assets$9,001,033

Operations Trend

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

$5.0M$0-$5.0M-$10MRevenue 2011: $443,391Expenses 2011: $508,265Net Income 2011: -$64,8742011Expenses 2012: $560,5482012Expenses 2013: $414,6682013Revenue 2014: $493,893Expenses 2014: $326,504Net Income 2014: $167,3892014Revenue 2015: $493,538Expenses 2015: $384,687Net Income 2015: $108,8512015Revenue 2016: $1,770,957Expenses 2016: $351,920Net Income 2016: $1,419,0372016Revenue 2017: $313,541Expenses 2017: $448,824Net Income 2017: -$135,2832017Revenue 2018: $424,683Expenses 2018: $265,448Net Income 2018: $159,2352018Revenue 2019: $469,430Expenses 2019: $260,564Net Income 2019: $208,8662019Revenue 2020: $482,623Expenses 2020: $233,902Net Income 2020: $248,7212020Revenue 2021: $548,359Expenses 2021: $293,013Net Income 2021: $255,3462021Revenue 2022: $404,374Expenses 2022: $254,809Net Income 2022: $149,5652022Revenue 2023: $2,364,721Expenses 2023: $316,933Net Income 2023: $2,047,7882023Revenue 2024: -$8,218,071Expenses 2024: $290,891Net Income 2024: -$8,508,9622024

Highlighted filing

2017

Revenue$313,541
Expenses$448,824
Net Income-$135,283
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jul 16, 2018
Return Version
2016v3.0
Gross Receipts
$1,264,544
Mission and Program Overview

Mission

To receive gifts, bequests, and contributions for the furtherance of educational, charitable, and scientific purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,830,849$9,035,977▲ $1,205,128
Cash and Non-Interest-Bearing Accounts$754,092$69,713▼ $684,379
Accounts Receivable-$8,182-
Prepaid Expenses and Deferred Charges$279--
Total Assets$8,585,220$9,113,872▲ $528,652
Liabilities
Grants Payable$996$112,839▲ $111,843
Accounts Payable and Accrued Expenses$16,036--
Other Liabilities$81$0▼ $81
Total Liabilities$17,113$112,839▲ $95,726
Net Assets / Fund Balance
Temporarily Rstr Net Assets$7,441,901$7,924,259▲ $482,358
Permanently Rstr Net Assets$1,052,254$1,052,254→ $0
Unrestricted Net Assets$73,952$24,520▼ $49,432
Total Net Assets Fund Balance$8,568,107$9,001,033▲ $432,926
Total Liabilities and Net Assets / Fund Balance$8,585,220$9,113,872▲ $528,652

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,301,433$17,786▲ $221,296$138,691$2,401,824
2015$2,260,689$23,312▲ $140,915$123,483$2,301,433
2014$2,299,162$61,463▲ $8,722$108,658$2,260,689
2013$2,066,197$240,093▲ $61,446$68,574$2,299,162
2012$2,252,102$26,961▼ $13,017$199,849$2,066,197
Compensation and Service Providers

Board Members and Trustees

NameTitle
Suzanne GallichoFormer President
Fred SchulenburgPresident
Janice HardyFormer Vice President
Heidi BenjaminTrustee
Alyson GrantAssociate Grand Matron
John ScottPast Grand Patron
Cathy SolemSecretary
Roger NiederTreasurer
Linda HoeserWorthy Grand Matron
Bill PrentissWorthy Grand Patron
Revenue and Support

Revenue Composition

Contributions and Grants
$80,610
Program Service Revenue
$0
Investment Income
$232,931
Other Revenue
$0
All Other Contributions
$72,662
Change in Net Assets
$-135,283

Audited Revenue Reconciliation

Revenue per Audited Statements
$302,529
Revenue Not Reported on Financial Statements
$11,012
Revenue Not Reported on Form 990
$568,209
Total Revenue per Audited Statements
$870,738
Total Revenue per Form 990
$313,541
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$275,724
Other Expenses$82,358
Total Fundraising Expense$29,249
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$185,724--$185,724
Benefits to Members$90,742--$90,742
Grants to Domestic Individuals$90,000--$90,000
Payments to Affiliates$5,206$20,828$29,118$55,152
Fees for Services Accounting-$13,100-$13,100
Fees for Service Investment Mgmnt Fees-$11,012-$11,012
Advertising$1,623--$1,623
Other Expenses$233$1,107$131$1,471
Total Functional Expenses$373,528$46,047$29,249$448,824

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$448,824
Expenses per Audited Statements$437,812
Total Expenses per Audited Statements$437,812
Expenses Not Reported on Financial Statements$11,012
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Uc Davis FoundationSacramento, CA-For Pediatric Oncology Research Fund$82,448
Clearwater Marine Aquarium IncClearwater, FL-For Ro Jacobsen Ctr for Education and Animal Care$67,000
Uc Irvine FoundationOrange, CA-For Heart Disease Research Progam and Heart Disease Prevention Progam$29,298
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
Audit committee
Yes
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 6

The members of the organization have the authority to elect board members.

Form 990, Part VI, Section A, Line 7A

Grand chapter officers of eastern star appoint the members of the foundation board of trustees. Each year the worthy grand matron for that year appoints a member who will be serving on the board for the next five years. During the fifth year that member will serve as president of the board.

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

Form 990 is given to the organization's various committees and board in draft form to be reviewed. Comments provided by the committees/board are addressed and, if appropriate, incorporated into the return before it is finalized.

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

The foundation board is required to read the conflict of interest policy and sign for acknowledgement on an annual basis.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and annual financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
California Eastern Star Foundation
EIN
94-3260536
Phone
7149862380
Address
16850 BASTANCHURY ROAD, YORBA LINDA, CA 92886

Signing Officer

Name
Fred Schulenburg
Title
President
Phone
7149862380
Signed
2018-07-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fred Schulenburg
Formed
1996
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
30

Preparer

Firm
Mueller Prost Lc
Address
7733 FORSYTH BLVD SUITE 1200, ST LOUIS, MO 63105
Preparer
Wm Guy Crouch
Phone
3148622070
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

Neither the audit oversight process or auditor selection process have changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

For the charitable purposes of california eastern star foundation (cesf), a california nonprofit public benefit corporation. The cesf endowment funds are used for different scholarships awarded each year. The funds help provide to the sick and needy members of the organization and other charitable functions.

PART X, LINE 2:

The foundation is a not-for-profit organization exempt from income taxes under section 501(c)(3) of the internal revenue code ("irc") and section 23701(d) of the revenue taxation code of california and is a publicly supported organization as described in section 509(a) of the irc. The foundation has no unrecognized tax benefits at september 30, 2017 and 2016. The foundation's federal income tax returns are subject to examination by the internal revenue service for a period of three years from the filing of a federal return. California income tax returns are subject to examination by the franchise tax board for a period of four years from the filing of a return.

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IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0131
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01107
IRS990/OtherExpensesGrp/ProgramServicesAmt0233
IRS990/OtherExpensesGrp/TotalAmt01471
IRS990/OtherLiabilitiesGrp/BOYAmt081
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt029118
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt020828
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt05206
IRS990/PaymentsToAffiliatesGrp/TotalAmt055152
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01052254
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01052254
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0279
IRS990/PrincipalOfficerNm0FRED SCHULENBURG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0HUMANITARIAN ASSISTANCE - DISTRIBUTION OF FUNDS FOR THE PURPOSE OF EDUCATION, CHARITY, AND SCIENTIFIC ADVANCEMENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0278560
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0275724
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01106972
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0133338
IRS990/PYInvestmentIncomeAmt0663985
IRS990/PYOtherExpensesAmt0218582
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01419037
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0351920
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01770957
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-135283
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt080610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01106972
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0246033
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0337578
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt057827
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01829020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0187863
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0231704
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0170695
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0132603
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0209828
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0932693
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.31450
IRS990ScheduleA/PublicSupportPY170Pct00.35200
IRS990ScheduleA/PublicSupportTotal170Amt0868684
IRS990ScheduleA/SubstantialContributorsTotAmt0960336
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt080610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01106972
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0246033
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0337578
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt057827
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01829020
IRS990ScheduleA/TotalSupportAmt02761713
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02301433
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt017786
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02401824
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0221296
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0138691
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02260689
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt023312
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02301433
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0140915
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0123483
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02299162
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt061463
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02260689
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08722
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0108658
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02066197
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0240093
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02299162
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt061446
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt068574
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02252102
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt026961
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02066197
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-13017
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0199849
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt011012
IRS990ScheduleD/ExpensesSubtotalAmt0437812
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt011012
IRS990ScheduleD/InvestmentExpensesNotIncldAmt011012
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0568209
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.44000
IRS990ScheduleD/RevenueNotReportedAmt0568209
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt011012
IRS990ScheduleD/RevenueSubtotalAmt0302529
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOR THE CHARITABLE PURPOSES OF CALIFORNIA EASTERN STAR FOUNDATION (CESF), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. THE CESF ENDOWMENT FUNDS ARE USED FOR DIFFERENT SCHOLARSHIPS AWARDED EACH YEAR. THE FUNDS HELP PROVIDE TO THE SICK AND NEEDY MEMBERS OF THE ORGANIZATION AND OTHER CHARITABLE FUNCTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND SECTION 23701(D) OF THE REVENUE TAXATION CODE OF CALIFORNIA AND IS A PUBLICLY SUPPORTED ORGANIZATION AS DESCRIBED IN SECTION 509(A) OF THE IRC. THE FOUNDATION HAS NO UNRECOGNIZED TAX BENEFITS AT SEPTEMBER 30, 2017 AND 2016. THE FOUNDATION'S FEDERAL INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR A PERIOD OF THREE YEARS FROM THE FILING OF A FEDERAL RETURN. CALIFORNIA INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD FOR A PERIOD OF FOUR YEARS FROM THE FILING OF A RETURN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.56000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0448824
IRS990ScheduleD/TotalRevenuePerForm990Amt0313541
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0870738
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0437812
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt090000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt055
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/RecipientTable/CashGrantAmt082448
IRS990ScheduleI/RecipientTable/CashGrantAmt129298
IRS990ScheduleI/RecipientTable/CashGrantAmt267000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOR PEDIATRIC ONCOLOGY RESEARCH FUND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FOR HEART DISEASE RESEARCH PROGAM AND HEART DISEASE PREVENTION PROGAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FOR RO JACOBSEN CTR FOR EDUCATION AND ANIMAL CARE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UC DAVIS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UC IRVINE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CLEARWATER MARINE AQUARIUM INC
IRS990ScheduleI/RecipientTable/RecipientEIN0946081352
IRS990ScheduleI/RecipientTable/RecipientEIN1952540117
IRS990ScheduleI/RecipientTable/RecipientEIN2592086737
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04900 BROADWAY SUITE 1150
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1333 CITY BLVD WEST SUITE 605
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2249 WINDWARD PASSAGE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SACRAMENTO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ORANGE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2CLEARWATER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095820
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192868
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd233767
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1CASH
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0DONEE ORGANIZATIONS AND INDIVIDUALS ARE RESEARCHED AND CAREFULLY SELECTED PRIOR TO AWARD. 501C3 STATUS IS REQUIRED AND CONFIRMED PRIOR TO THE AWARD AS WELL FOR ALL ORGANIZATIONS. THE MONITORING OF THE USE OF FUNDS AFTER DISBURSEMENT IS CUSTOMIZED TO THE DONEE ORGANIZATION AND VARIES BETWEEN ORGANIZATIONS. SCHOLARSHIPS CAN ONLY BE USED FOR QUALIFIED TUITION EXPENSES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS OF THE ORGANIZATION HAVE THE AUTHORITY TO ELECT BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRAND CHAPTER OFFICERS OF EASTERN STAR APPOINT THE MEMBERS OF THE FOUNDATION BOARD OF TRUSTEES. EACH YEAR THE WORTHY GRAND MATRON FOR THAT YEAR APPOINTS A MEMBER WHO WILL BE SERVING ON THE BOARD FOR THE NEXT FIVE YEARS. DURING THE FIFTH YEAR THAT MEMBER WILL SERVE AS PRESIDENT OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS GIVEN TO THE ORGANIZATION'S VARIOUS COMMITTEES AND BOARD IN DRAFT FORM TO BE REVIEWED. COMMENTS PROVIDED BY THE COMMITTEES/BOARD ARE ADDRESSED AND, IF APPROPRIATE, INCORPORATED INTO THE RETURN BEFORE IT IS FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION BOARD IS REQUIRED TO READ THE CONFLICT OF INTEREST POLICY AND SIGN FOR ACKNOWLEDGEMENT ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NEITHER THE AUDIT OVERSIGHT PROCESS OR AUDITOR SELECTION PROCESS HAVE CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.5$0.09$13.4$8.22$0.29$8.51
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.09$11.0$2.36$0.32$2.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.00$0.06$9.93$0.40$0.25$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$0.10$11.8$0.55$0.29$0.26
2020Detailed filing. Detailed filing data is available for this year.$10.0$0.01$10.00$0.48$0.23$0.25
2019Detailed filing. Detailed filing data is available for this year.$9.75$0.03$9.72$0.47$0.26$0.21
2018Detailed filing. Detailed filing data is available for this year.$9.36$0.04$9.33$0.42$0.27$0.16
2017Detailed filing. Detailed filing data is available for this year.$9.11$0.11$9.00$0.31$0.45$0.14
2016Detailed filing. Detailed filing data is available for this year.$8.59$0.02$8.57$1.77$0.35$1.42
2015Detailed filing. Detailed filing data is available for this year.$7.30$0.05$7.25$0.49$0.38$0.11
2014Detailed filing. Detailed filing data is available for this year.$7.68$0.03$7.65$0.49$0.33$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.36$0.05$7.31$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.63$0.11$7.52$0.56
2011Summary only. Only limited summary data is available for this year.$7.20$0.06$7.15$0.44$0.51$0.06