Civic Intelligence

Peninsula Endowment

990 • Fiscal year 2015 • EIN 94-6187637

Jun 01, 2014 to May 31, 2015 • Filed on Feb 26, 2016

Organization ProfileWWW.PENINSULAENDOWMENT.ORG
4451 Madoc WaySan Jose, CA 95130

(408) 374-5653

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$3,664,875

Up $37,482 (+1.0%) from 2014

Net Assets

Up

$3,664,875

Up $37,482 (+1.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses

Revenue

Up

$129,016

Up $9,627 (+8.1%) from 2014

Expenses

Up

$184,866

Up $38,044 (+26%) from 2014

Net Income

Down

-$55,850

Down $28,417 (-104%) from 2014

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,477,705Liabilities 2011: $36,000Net Assets 2011: $3,441,7052011Assets 2012: $3,153,265Liabilities 2012: $0Net Assets 2012: $3,153,2652012Assets 2013: $3,379,738Liabilities 2013: $0Net Assets 2013: $3,379,7382013Assets 2014: $3,627,393Liabilities 2014: $0Net Assets 2014: $3,627,3932014Assets 2015: $3,664,875Liabilities 2015: $0Net Assets 2015: $3,664,8752015Assets 2016: $3,392,883Liabilities 2016: $0Net Assets 2016: $3,392,8832016Assets 2017: $3,467,034Liabilities 2017: $0Net Assets 2017: $3,467,0342017Assets 2020: $3,519,301Liabilities 2020: $0Net Assets 2020: $3,519,3012020Assets 2021: $4,249,839Liabilities 2021: $0Net Assets 2021: $4,249,8392021Assets 2022: $2,523,242Liabilities 2022: $0Net Assets 2022: $2,523,2422022Assets 2023: $2,425,924Liabilities 2023: $0Net Assets 2023: $2,425,9242023Assets 2024: $2,646,801Liabilities 2024: $0Net Assets 2024: $2,646,8012024Assets 2025: $2,769,166Liabilities 2025: $0Net Assets 2025: $2,769,1662025

Highlighted filing

2015

Assets$3,664,875
Liabilities$0
Net Assets$3,664,875
Open 2015 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $44,740Expenses 2011: $175,293Net Income 2011: -$130,5532011Revenue 2012: -$97,184Expenses 2012: $168,209Net Income 2012: -$265,3932012Expenses 2013: $173,6882013Revenue 2014: $119,389Expenses 2014: $146,822Net Income 2014: -$27,4332014Revenue 2015: $129,016Expenses 2015: $184,866Net Income 2015: -$55,8502015Revenue 2016: $173,555Expenses 2016: $249,162Net Income 2016: -$75,6072016Revenue 2017: $170,301Expenses 2017: $309,519Net Income 2017: -$139,2182017Revenue 2020: $146,905Expenses 2020: $67,206Net Income 2020: $79,6992020Revenue 2021: $363,205Expenses 2021: $120,707Net Income 2021: $242,4982021Revenue 2022: $532,274Expenses 2022: $1,545,111Net Income 2022: -$1,012,8372022Revenue 2023: $537,459Expenses 2023: $96,012Net Income 2023: $441,4472023Revenue 2024: $99,087Expenses 2024: $109,601Net Income 2024: -$10,5142024Revenue 2025: $207,262Expenses 2025: $136,519Net Income 2025: $70,7432025

Highlighted filing

2015

Revenue$129,016
Expenses$184,866
Net Income-$55,850
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Feb 26, 2016
Return Version
2014v6.0
Gross Receipts
$498,754
Mission and Program Overview

Mission

Investment of funds to generate income and to make financial contributions to learning ally (formerly recording for the blind & dyslexic) and other similar nonprofit organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,619,230$3,659,531▲ $40,301
Savings and Temporary Cash Investments$8,163$5,344▼ $2,819
Total Assets$3,627,393$3,664,875▲ $37,482
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$3,627,393$3,664,875▲ $37,482
Total Net Assets Fund Balance$3,627,393$3,664,875▲ $37,482
Total Liabilities and Net Assets / Fund Balance$3,627,393$3,664,875▲ $37,482
Compensation and Service Providers

Board Members and Trustees

NameTitle
Fred KohlerPresident
Daniel MarguliesVice President
Anne DunhamMember at Large
Greg FowlerSecretary
Gail WilsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$129,016
Other Revenue
$0
Change in Net Assets
$-55,850
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$135,000
Other Expenses$49,866
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$135,000--$135,000
Fees for Services Accounting-$32,768-$32,768
Fees for Service Investment Mgmnt Fees-$15,910-$15,910
Fees for Services Legal-$1,055-$1,055
Other Expenses-$133-$133
Total Functional Expenses$135,000$49,866$0$184,866
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Learning Ally (formerly Recording for the Blind & Dyslexic)Palo Alto, CA501(c)(3)To Fund Audiobook Library for Students With Visual Impairment and Dyslexia.$135,000
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
Yes
Annual disclosure for covered persons
No
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 B, Line 11

“The board of trustees designates the treasurer to review the 990 in detail and transmit the draft to the members of the board before filing.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available via the organization's website.”

Filing and Contact Details

Filer

Filer Name
Peninsula Endowment
EIN
94-6187637
Phone
4083745653
Address
4451 MADOC WAY, SAN JOSE, CA 95130

Signing Officer

Name
Gail Wilson
Title
Treasurer
Phone
4083745653
Signed
2016-02-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gail Wilson
Formed
1968
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Brown Adams Agbayani Llp
Address
2600 EL CAMINO REAL 600, PALO ALTO, CA 94306
Preparer
S Joanne Wiggins-barros
Phone
6508571655
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization maintains a committee that assumes responsibility for oversight of the review of its financial statements and selection of an independent accountant.”

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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0LEARNING ALLY (FORMERLY RECORDING FOR THE BLIND & DYSLEXIC).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE PRESIDENT OF PENINSULA ENDOWMENT REGULARLY REVIEWS THE PROGRAMS OF THE RECIPIENT ORGANIZATION WITH THE PRESIDENT AND CEO OF THE PRIMARY RECIPIENT ORGANIZATION.
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IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt03578425
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt03458216
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0125245
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0121038
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt03632919
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt03510879
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0125245
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0121038
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0131659345
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0135000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LEARNING ALLY (FORMERLY RECORDING FOR THE BLIND & DYSLEXIC)
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0135000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0135000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FUND AUDIOBOOK LIBRARY FOR STUDENTS WITH VISUAL IMPAIRMENT AND DYSLEXIA.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LEARNING ALLY (FORMERLY RECORDING FOR THE BLIND & DYSLEXIC)
IRS990ScheduleI/RecipientTable/RecipientEIN0131659345
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02445 FABER PLACE STE 103
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PALO ALTO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094303
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT OF PENINSULA ENDOWMENT REGULARLY REVIEWS THE PROGRAMS OF THE RECIPIENT ORGANIZATION WITH THE PRESIDENT AND CEO OF THE PRIMARY RECIPIENT ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES DESIGNATES THE TREASURER TO REVIEW THE 990 IN DETAIL AND TRANSMIT THE DRAFT TO THE MEMBERS OF THE BOARD BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE VIA THE ORGANIZATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAINTAINS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03627393
IRS990/TotalAssetsEOYAmt03664875
IRS990/TotalAssetsGrp/BOYAmt03627393
IRS990/TotalAssetsGrp/EOYAmt03664875
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt049866
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0135000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0184866
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03627393
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03664875
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0135000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0129016
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0129016
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03627393
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03664875
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03627393
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03664875
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04451 MADOC WAY
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095130
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.PENINSULAENDOWMENT.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GAIL WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04083745653
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENINSULA ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0PENI
ReturnHeader/Filer/EIN0946187637
ReturnHeader/Filer/PhoneNum04083745653
ReturnHeader/Filer/USAddress/AddressLine1Txt04451 MADOC WAY
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770232559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN ADAMS AGBAYANI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 EL CAMINO REAL 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094306
ReturnHeader/PreparerPersonGrp/PhoneNum06508571655
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0S JOANNE WIGGINS-BARROS
ReturnHeader/ReturnTs02016-03-05T17:04:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,664,875
Liabilities
$0
Net assets
$3,664,875
Revenue
$129,016
Expenses
$184,866
Net income
-$55,850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.21$0.14$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.10$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.54$0.10$0.44
2022Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.53$1.55$1.01
2021Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.36$0.12$0.24
2020Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.15$0.07$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.17$0.31$0.14
2016Summary only. Only limited summary data is available for this year.$3.39$0.00$3.39$0.17$0.25$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.13$0.18$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.12$0.15$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$0.00$3.38$0.17
2012Summary only. Only limited summary data is available for this year.$3.15$0.00$3.15$0.10$0.17$0.27
2011Summary only. Only limited summary data is available for this year.$3.48$0.04$3.44$0.04$0.18$0.13