Civic Intelligence

Passkeys Foundation Jefferson

990 • Fiscal year 2013 • EIN 95-3180377

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 11, 2014

PO Box 413792690-4137

(949) 770-7602

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

64th percentile

0.01x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

2nd percentile

-328%

Higher net margin than 2% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

100th percentile

$309,680

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 310.4% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

7th percentile

-56%

Faster asset growth than 7% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Flat

$240,705

Flat from 2013

Net Assets

Flat

$239,550

Flat from 2013

Liabilities

Flat

$1,155

Flat from 2013

Revenue

Flat

$99,771

Flat from 2013

Expenses

Flat

$426,959

Flat from 2013

Net Income

Flat

-$327,188

Flat from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $547,132Liabilities 2010: $9,515Net Assets 2010: $537,6172010Assets 2011: $546,998Liabilities 2011: $16,058Net Assets 2011: $530,9402011Assets 2012: $541,231Liabilities 2012: $771Net Assets 2012: $540,4602012Assets 2013: $240,705Liabilities 2013: $1,155Net Assets 2013: $239,5502013Assets 2013: $240,705Liabilities 2013: $1,155Net Assets 2013: $239,5502013Assets 2014: $213,883Liabilities 2014: $0Net Assets 2014: $213,8832014Assets 2015: $293,364Liabilities 2015: $1,094Net Assets 2015: $292,2702015Assets 2016: $253,820Net Assets 2016: $253,8202016Assets 2017: $225,242Liabilities 2017: $02017Assets 2018: $207,614Net Assets 2018: $207,6142018Assets 2019: $199,316Net Assets 2019: $199,3162019Assets 2020: $220,161Liabilities 2020: $49,600Net Assets 2020: $170,5612020Assets 2021: $204,866Liabilities 2021: $49,6002021Assets 2022: $200,091Liabilities 2022: $49,600Net Assets 2022: $150,4912022Assets 2023: $200,779Liabilities 2023: $49,6002023Assets 2024: $203,062Liabilities 2024: $49,600Net Assets 2024: $153,4622024

Highlighted filing

2013

Assets$240,705
Liabilities$1,155
Net Assets$239,550

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $154,4482010Expenses 2011: $115,9882011Expenses 2012: $102,9342012Revenue 2013: $99,771Expenses 2013: $426,959Net Income 2013: -$327,1882013Revenue 2013: $99,771Expenses 2013: $426,959Net Income 2013: -$327,1882013Revenue 2014: $62,264Expenses 2014: $80,070Net Income 2014: -$17,8062014Revenue 2015: $145,403Expenses 2015: $65,129Net Income 2015: $80,2742015Revenue 2016: $53,258Expenses 2016: $91,708Net Income 2016: -$38,4502016Revenue 2017: $76,530Expenses 2017: $105,108Net Income 2017: -$28,5782017Revenue 2018: $88,992Expenses 2018: $98,178Net Income 2018: -$9,1862018Revenue 2019: $103,433Expenses 2019: $116,672Net Income 2019: -$13,2392019Revenue 2020: $47,044Expenses 2020: $80,760Net Income 2020: -$33,7162020Revenue 2021: $50,855Expenses 2021: $71,911Net Income 2021: -$21,0562021Revenue 2022: $85,504Expenses 2022: $86,343Net Income 2022: -$8392022Revenue 2023: $81,910Expenses 2023: $84,324Net Income 2023: -$2,4142023Revenue 2024: $93,043Expenses 2024: $98,918Net Income 2024: -$5,8752024

Highlighted filing

2013

Revenue$99,771
Expenses$426,959
Net Income-$327,188
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 11, 2014
Return Version
2013v3.1
Gross Receipts
$301,388
Mission and Program Overview

Mission

From 1996 to the present, passkeys foundation jefferson center for character education has worked in collaboration with non-profits and the oc business community, educational institutions, school districts, civic and/or religious organizations, and individuals to present character and ethics education programs, publications, presentations focused on values- centered education which underscores seven performance character ethical assets: personal responsibility, positive self worth, purpose, plan, paying the price partnership and persistence. Through its unique publications and programs based on common core virtues that cut across ethnic, cultural and religious lines, the foundation focuses its vision of helping to build a nation of character at home, at work and in the community. In december, 1999, the jefferson center for character education merged with passkeys foundation.

From 1996 to the present, passkeys foundation jefferson center for character education has worked in collaboration with non-profits and the business community, educational institutions, school districts, civic and religious organizations, to present character and ethics education programs, publications, presentations focused on values-centered education which underscores seven performance character ethical assets: personal responsibility, positive self worth, purpose, plan, paying the price partnership and persistence. By teaching ethical and moral decision-making through its unique programs based on common core virtues that cut across ethnic, cultural and religious lines, the foundation focuses its vision of helping to build a nation of character at home, at work and in the community. In december, 1999, the jefferson center for character education merged with passkeys foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$218,843$170,150▼ $48,693
Receivables From Officers Etc$169,124--
Cash and Non-Interest-Bearing Accounts$23,160$34,523▲ $11,363
Savings and Temporary Cash Investments$103,291$31,177▼ $72,114
Inventories for Sale or Use$25,100$3,197▼ $21,903
Accounts Receivable-$1,000-
Land, Buildings, and Equipment, Net$1,129$658▼ $471
Prepaid Expenses and Deferred Charges$584--
Total Assets$541,231$240,705▼ $300,526
Liabilities
Accounts Payable and Accrued Expenses$771$1,155▲ $384
Total Liabilities$771$1,155▲ $384
Net Assets / Fund Balance
Unrestricted Net Assets$540,460$239,550▼ $300,910
Total Net Assets Fund Balance$540,460$239,550▼ $300,910
Total Liabilities and Net Assets / Fund Balance$541,231$240,705▼ $300,526

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$658$4,607$5,265
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rev Russell T WilliamsPresidentFT$5,257$339,680$309,680

Board Members and Trustees

NameTitle
David LecknessDirector
Judith WilliamsDirector
Debbie MeekerSec-trea,Director
Revenue and Support

Revenue Composition

Contributions and Grants
$74,450
Program Service Revenue
$19,177
Investment Income
$6,144
Other Revenue
$0
All Other Contributions
$74,450
Change in Net Assets
$-327,188
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$340,801
Other Expenses$86,158
Total Fundraising Expense$5,968
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$304,031$31,448$4,201$339,680
Conferences and Meetings$38,449$55$22$38,526
Office Expenses$27,110$959$384$28,453
Information Technology$4,693$1,805$722$7,220
Fees for Services Other$5,800--$5,800
Fees for Services Accounting$1,681$647$259$2,587
Payroll Taxes$897$112$112$1,121
Insurance$726$279$112$1,117
Fees for Services Legal$377$145$58$580
Depreciation Depletion$283$141$47$471
Other Expenses$150$99$40$150
Occupancy$69$27$11$107
Total Functional Expenses$385,274$35,717$5,968$426,959
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$169,124--
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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, Page 6, Part VI, Line 2

Russell williams judith williams president director spouse

Form 990, Page 6, Part VI, Line 11B

The president reviews form 990 with the secretary-treasurer and is available for any questions or requests for information received from the board of directors.

Form 990, Page 6, Part VI, Line 12C

Officers and board members are requested to report compliance with the conflict of interet policy at the last meeting of the year. Any non- compliance issues are considered and appropriate actions taken by the remaining board members.

Form 990, Page 6, Part VI, Line 15A

Compensation was based originally upon a survey of similar npo's in the area and submitted to the board for approval. Although there was no study in the current year, compensation was reduced in prior years based upon the economic environment and the decrease in assets.

Form 990, Page 6, Part VI, Line 19

All documents are available upon written request to the foundation.

Filing and Contact Details

Filer

EIN
95-3180377
Phone
9497707602

Signing Officer

Name
Russell Williams
Title
President
Phone
9497707602
Signed
2014-11-11
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
1

Preparer

Preparer
Mary F Brubaker
Phone
9517699005
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

From 1996 to the present, passkeys foundation jefferson center for character education has worked in collaboration with non-profits and the business community, educational institutions, school districts, civic and religious organizations, to present character and ethics education programs, publications, presentations focused on values-centered education which underscores seven performance character ethical assets: personal responsibility, positive self worth, purpose, plan, paying the price partnership and persistence. By teaching ethical and moral decision-making through its unique programs based on common core virtues that cut across ethnic, cultural and religious lines, the foundation focuses its vision of helping to build a nation of character at home, at work and in the community. In december, 1999, the jefferson center for character education merged with passkeys foundation.

Form 990, Page 1, Part I, Line 6

In addition to the board, all programs are supported and assisted by volunteers from the community to conduct the events and programs. The foundation works in collaboration with educational institutions, school districts, civic and religious organizations, non-profits and the business community.

Form 990, Page 2, Part III, Line 4A

(continuation) c. The ethical edge 5th annual leaders of integrity awards luncheon honoring four oc leaders demonstrating ethical excellence. The event was attended by 435 orange county business and professional leaders held on november 13, 2013 at the radison hotel, newport beach, ca. D. The ethical edge newsletter published weekly presenting a year-long series of inspirational essays entitled the art of integrity, guest- authored weekly by a different oc business professional highlighting ethical, moral and spiritual real life storytelling focused on how individuals influence the values and character development of others. The weekly newsletter is received by 500 plus professionals and the essay appeared as a weekly blog post on ocmetro.com on line sent to 35,000.

Form 990, Page 2, Part III, Line 4B

(continuation) 500+ sophomores and local veterans from ww ii, korean war, vietnam war, and iran wars. Passkeys foundation supported with funding support and ethics presentation to the advancement academy's summer programming held on the campus of csu, san marcos.

Form 990, Page 2, Part III, Line 4D

Advisory boards: the foundation's president served informally on the advisory board of values institute at dgwb; and formally on the front porch ethics advisory board.

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IRS990/MissionDesc0FROM 1996 TO THE PRESENT, PASSKEYS FOUNDATION JEFFERSON CENTER FOR CHARACTER EDUCATION HAS WORKED IN COLLABORATION WITH NON-PROFITS AND THE BUSINESS COMMUNITY, EDUCATIONAL INSTITUTIONS, SCHOOL DISTRICTS, CIVIC AND RELIGIOUS ORGANIZATIONS, TO PRESENT CHARACTER AND ETHICS EDUCATION PROGRAMS, PUBLICATIONS, PRESENTATIONS FOCUSED ON VALUES-CENTERED EDUCATION WHICH UNDERSCORES SEVEN PERFORMANCE CHARACTER ETHICAL ASSETS: PERSONAL RESPONSIBILITY, POSITIVE SELF WORTH, PURPOSE, PLAN, PAYING THE PRICE PARTNERSHIP AND PERSISTENCE. BY TEACHING ETHICAL AND MORAL DECISION-MAKING THROUGH ITS UNIQUE PROGRAMS BASED ON COMMON CORE VIRTUES THAT CUT ACROSS ETHNIC, CULTURAL AND RELIGIOUS LINES, THE FOUNDATION FOCUSES ITS VISION OF HELPING TO BUILD A NATION OF CHARACTER AT HOME, AT WORK AND IN THE COMMUNITY. IN DECEMBER, 1999, THE JEFFERSON CENTER FOR CHARACTER EDUCATION MERGED WITH PASSKEYS FOUNDATION.
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IRS990/OtherExpensesGrp/ProgramServicesAmt2150
IRS990/OtherExpensesGrp/TotalAmt0750
IRS990/OtherExpensesGrp/TotalAmt1397
IRS990/OtherExpensesGrp/TotalAmt2150
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0112
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0112
IRS990/PayrollTaxesGrp/ProgramServicesAmt0897
IRS990/PayrollTaxesGrp/TotalAmt01121
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0584
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ETHICAL EDGE
IRS990/ProgramServiceRevenueGrp/Desc1LECTURES, CONSULTING, MISC
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018435
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1742
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018435
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1742
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY PARTNER AND NON-PROFIT FUNDING COLLABORATOR: PASSKEYS FOUNDATION FUNDED COLLABORATIVE PROGRAMMING INVOLVING OC FELLOWSHIP IN BUSINESS, PURE GAME AND THE SANTA ANA BOYS & GIRLS CLUB IN THE CREATION OF AN AFTERNOON PROGRAM AT THE SANTA ANA BOYS AND GIRLS CLUB THAT SERVICED 750 CHILDREN, YOUTH AND PARENTS PROVIDING FOOD DISTRIBUTION, COMMUNITY PROGRAM RESOURCE EDUCATION, SOCCER EXPERIENCE FOR PARENTS AND THEIR CHILDREN. PASSKEYS FOUNDATION SERVED AS A MAJOR FINANCIAL UNDERWRITING SPONSOR OF THE CORONA DEL MAR HIGH SCHOOL'S LIVING HISTORY LUNCHEON ASSEMBLY ATTENDED BY (CONTINUED-SCHEDULE O) (CONTINUATION) 500+ SOPHOMORES AND LOCAL VETERANS FROM WW II, KOREAN WAR, VIETNAM WAR, AND IRAN WARS. PASSKEYS FOUNDATION SUPPORTED WITH FUNDING SUPPORT AND ETHICS PRESENTATION TO THE ADVANCEMENT ACADEMY'S SUMMER PROGRAMMING HELD ON THE CAMPUS OF CSU, SAN MARCOS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt099085
IRS990/ProgSrvcAccomActy3Grp/Desc0PRESENTATIONS: FOUNDATION'S PRESIDENT WAS FEATURED EMCEE AT THE IRVINE CHAMBER OF COMMERCE "ETHICS FORUM" HELD AT A JUNIOR HS IN IRVINE, CA. FOUNDATION'S PRESIDENT WAS FEATURED EMCEE AT MISSION VIEJO COMMUNITY OF CHARACTER "CHARACTER FORUM" HELD AT THE NORMAN P. MURRAY SENIOR CENTER FOR 100 JR. HIGH STUDENTS FROM NEWHART MIDDLE SCHOOL INVOLVING MEMBERS OF THE MV CITY COUNCIL, FIRE & POLICE DEPARTMENT AS TABLE FACILITATORS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt032481
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ADVISORY BOARDS: THE FOUNDATION'S PRESIDENT SERVED INFORMALLY ON THE ADVISORY BOARD OF VALUES INSTITUTE AT DGWB; AND FORMALLY ON THE FRONT PORCH ETHICS ADVISORY BOARD.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt031547
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt074427
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt08195
IRS990/PYOtherExpensesAmt062424
IRS990/PYProgramServiceRevenueAmt018155
IRS990/PYRevenuesLessExpensesAmt0-2157
IRS990/PYSalariesCompEmpBnftPaidAmt040510
IRS990/PYTotalExpensesAmt0102934
IRS990/PYTotalRevenueAmt0100777
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0169124
IRS990/ReconcilationRevenueExpnssAmt0-327188
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0103291
IRS990/SavingsAndTempCashInvstGrp/EOYAmt031177
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt074450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt074427
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt058910
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt050692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt081191
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0339670
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04695
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06181
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01858
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010157
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt037967
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt060858
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0150530
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45740
IRS990ScheduleA/PublicSupportPY170Pct00.45460
IRS990ScheduleA/PublicSupportTotal170Amt0183191
IRS990ScheduleA/SubstantialContributorsTotAmt0156479
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt074450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt074427
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt058910
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt050692
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt081191
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0339670
IRS990ScheduleA/TotalSupportAmt0400528
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0658
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04607
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05265
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0658
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/HousingAllowanceOrResidenceInd0X
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt0304423
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt030000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt05257
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0REV RUSSELL T WILLIAMS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0309680
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0MANSE HOUSING ALLOWANCE, 30,000
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PAGE 1, PART I, LINE 1A
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FROM 1996 TO THE PRESENT, PASSKEYS FOUNDATION JEFFERSON CENTER FOR CHARACTER EDUCATION HAS WORKED IN COLLABORATION WITH NON-PROFITS AND THE BUSINESS COMMUNITY, EDUCATIONAL INSTITUTIONS, SCHOOL DISTRICTS, CIVIC AND RELIGIOUS ORGANIZATIONS, TO PRESENT CHARACTER AND ETHICS EDUCATION PROGRAMS, PUBLICATIONS, PRESENTATIONS FOCUSED ON VALUES-CENTERED EDUCATION WHICH UNDERSCORES SEVEN PERFORMANCE CHARACTER ETHICAL ASSETS: PERSONAL RESPONSIBILITY, POSITIVE SELF WORTH, PURPOSE, PLAN, PAYING THE PRICE PARTNERSHIP AND PERSISTENCE. BY TEACHING ETHICAL AND MORAL DECISION-MAKING THROUGH ITS UNIQUE PROGRAMS BASED ON COMMON CORE VIRTUES THAT CUT ACROSS ETHNIC, CULTURAL AND RELIGIOUS LINES, THE FOUNDATION FOCUSES ITS VISION OF HELPING TO BUILD A NATION OF CHARACTER AT HOME, AT WORK AND IN THE COMMUNITY. IN DECEMBER, 1999, THE JEFFERSON CENTER FOR CHARACTER EDUCATION MERGED WITH PASSKEYS FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN ADDITION TO THE BOARD, ALL PROGRAMS ARE SUPPORTED AND ASSISTED BY VOLUNTEERS FROM THE COMMUNITY TO CONDUCT THE EVENTS AND PROGRAMS. THE FOUNDATION WORKS IN COLLABORATION WITH EDUCATIONAL INSTITUTIONS, SCHOOL DISTRICTS, CIVIC AND RELIGIOUS ORGANIZATIONS, NON-PROFITS AND THE BUSINESS COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2(CONTINUATION) C. THE ETHICAL EDGE 5TH ANNUAL LEADERS OF INTEGRITY AWARDS LUNCHEON HONORING FOUR OC LEADERS DEMONSTRATING ETHICAL EXCELLENCE. THE EVENT WAS ATTENDED BY 435 ORANGE COUNTY BUSINESS AND PROFESSIONAL LEADERS HELD ON NOVEMBER 13, 2013 AT THE RADISON HOTEL, NEWPORT BEACH, CA. D. THE ETHICAL EDGE NEWSLETTER PUBLISHED WEEKLY PRESENTING A YEAR-LONG SERIES OF INSPIRATIONAL ESSAYS ENTITLED THE ART OF INTEGRITY, GUEST- AUTHORED WEEKLY BY A DIFFERENT OC BUSINESS PROFESSIONAL HIGHLIGHTING ETHICAL, MORAL AND SPIRITUAL REAL LIFE STORYTELLING FOCUSED ON HOW INDIVIDUALS INFLUENCE THE VALUES AND CHARACTER DEVELOPMENT OF OTHERS. THE WEEKLY NEWSLETTER IS RECEIVED BY 500 PLUS PROFESSIONALS AND THE ESSAY APPEARED AS A WEEKLY BLOG POST ON OCMETRO.COM ON LINE SENT TO 35,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3(CONTINUATION) 500+ SOPHOMORES AND LOCAL VETERANS FROM WW II, KOREAN WAR, VIETNAM WAR, AND IRAN WARS. PASSKEYS FOUNDATION SUPPORTED WITH FUNDING SUPPORT AND ETHICS PRESENTATION TO THE ADVANCEMENT ACADEMY'S SUMMER PROGRAMMING HELD ON THE CAMPUS OF CSU, SAN MARCOS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADVISORY BOARDS: THE FOUNDATION'S PRESIDENT SERVED INFORMALLY ON THE ADVISORY BOARD OF VALUES INSTITUTE AT DGWB; AND FORMALLY ON THE FRONT PORCH ETHICS ADVISORY BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RUSSELL WILLIAMS JUDITH WILLIAMS PRESIDENT DIRECTOR SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PRESIDENT REVIEWS FORM 990 WITH THE SECRETARY-TREASURER AND IS AVAILABLE FOR ANY QUESTIONS OR REQUESTS FOR INFORMATION RECEIVED FROM THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OFFICERS AND BOARD MEMBERS ARE REQUESTED TO REPORT COMPLIANCE WITH THE CONFLICT OF INTERET POLICY AT THE LAST MEETING OF THE YEAR. ANY NON- COMPLIANCE ISSUES ARE CONSIDERED AND APPROPRIATE ACTIONS TAKEN BY THE REMAINING BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COMPENSATION WAS BASED ORIGINALLY UPON A SURVEY OF SIMILAR NPO'S IN THE AREA AND SUBMITTED TO THE BOARD FOR APPROVAL. ALTHOUGH THERE WAS NO STUDY IN THE CURRENT YEAR, COMPENSATION WAS REDUCED IN PRIOR YEARS BASED UPON THE ECONOMIC ENVIRONMENT AND THE DECREASE IN ASSETS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ALL DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0541231
IRS990/TotalAssetsEOYAmt0240705
IRS990/TotalAssetsGrp/BOYAmt0541231
IRS990/TotalAssetsGrp/EOYAmt0240705
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt074450
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05968
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035717
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0385274
IRS990/TotalFunctionalExpensesGrp/TotalAmt0426959
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0771
IRS990/TotalLiabilitiesEOYAmt01155
IRS990/TotalLiabilitiesGrp/BOYAmt0771
IRS990/TotalLiabilitiesGrp/EOYAmt01155
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0540460
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0239550
IRS990/TotalOtherCompensationAmt0304423
IRS990/TotalOtherProgSrvcExpenseAmt031547
IRS990/TotalProgramServiceExpensesAmt0385274
IRS990/TotalProgramServiceRevenueAmt019177
IRS990/TotalReportableCompFromOrgAmt05257
IRS990/TotalRevenueGrp/ExclusionAmt04695
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt020626
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt099771
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0541231
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0240705
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0540460
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0239550
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.PASSKEYS.ORG & WWW.ETHICALEGE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RUSSELL WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09497707602
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10PASSKEYS FOUNDATION JEFFERSON
ReturnHeader/Filer/BusinessName/BusinessNameLine20CENTER FOR CHARACTER EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0PASS
ReturnHeader/Filer/EIN0953180377
ReturnHeader/Filer/PhoneNum09497707602
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 4137
ReturnHeader/Filer/USAddress/City0MISSION VIEJO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0926904137
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952207683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MARY F BRUBAKER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine109944 CHERRY AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CHERRY VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092223
ReturnHeader/PreparerPersonGrp/PhoneNum09517699005
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY F BRUBAKER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-12T13:35:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01

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.$2.03$0.50$1.53$0.93$0.99$0.06
2023Summary only. Only limited summary data is available for this year.$2.01$0.50$0.82$0.84$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.50$1.50$0.86$0.86$0.01
2021Summary only. Only limited summary data is available for this year.$2.05$0.50$0.51$0.72$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.50$1.71$0.47$0.81$0.34
2019Detailed filing. Detailed filing data is available for this year.$1.99$1.99$1.03$1.17$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$2.08$0.89$0.98$0.09
2017Summary only. Only limited summary data is available for this year.$2.25$0.00$0.77$1.05$0.29
2016Detailed filing. Detailed filing data is available for this year.$2.54$2.54$0.53$0.92$0.38
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.01$2.92$1.45$0.65$0.80
2014Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.62$0.80$0.18
2013Detailed filing. Detailed filing data is available for this year.$2.41$0.01$2.40$1.00$4.27$3.27
2013Summary only. Only limited summary data is available for this year.$2.41$0.01$2.40$1.00$4.27$3.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.41$0.01$5.40$1.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.47$0.16$5.31$1.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.47$0.10$5.38$1.54