Civic Intelligence

The Shiley Foundation

990PF • Fiscal year 2018 • EIN 95-3466851

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 09, 2019

Organization Profile
PO Box 207Pauma Valley, CA 92061

(760) 729-2343

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

29th percentile

$84,000

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

97th percentile

99%

Faster asset growth than 97% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

64%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$13,654,706

Up $6,807,239 (+99%) from 2017

Net Assets

Up

$13,654,706

Up $6,807,239 (+99%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin98th percentile

Revenue

Up

$11,050,955

Up $4,325,763 (+64%) from 2017

Expenses

Down

$435,946

Down $1,499,587 (-77%) from 2017

Net Income

Up

$10,615,009

Up $5,825,350 (+122%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$15M$10M$5.0M$0Assets 2011: $1,063,598Liabilities 2011: $02011Assets 2012: $1,272,017Liabilities 2012: $02012Assets 2013: $1,694,793Liabilities 2013: $02013Assets 2014: $2,019,132Liabilities 2014: $0Net Assets 2014: $2,019,1322014Assets 2015: $2,221,112Liabilities 2015: $0Net Assets 2015: $2,221,1122015Assets 2016: $2,598,106Liabilities 2016: $0Net Assets 2016: $2,598,1062016Assets 2017: $6,847,467Liabilities 2017: $0Net Assets 2017: $6,847,4672017Assets 2018: $13,654,706Liabilities 2018: $0Net Assets 2018: $13,654,7062018Assets 2019: $14,065,892Liabilities 2019: $0Net Assets 2019: $14,065,8922019Assets 2020: $14,132,927Liabilities 2020: $0Net Assets 2020: $14,132,9272020Assets 2021: $14,604,332Liabilities 2021: $0Net Assets 2021: $14,604,3322021Assets 2022: $14,883,792Liabilities 2022: $0Net Assets 2022: $14,883,7922022Assets 2023: $14,153,585Liabilities 2023: $0Net Assets 2023: $14,153,5852023Assets 2024: $13,896,559Liabilities 2024: $92,624Net Assets 2024: $13,803,9352024

Highlighted filing

2018

Assets$13,654,706
Liabilities$0
Net Assets$13,654,706
Open 2018 Filing

Operations Trend

Revenue Growth90th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $449,721Expenses 2011: $1,844,497Net Income 2011: -$1,394,7762011Revenue 2012: $459,534Expenses 2012: $375,849Net Income 2012: $83,6852012Revenue 2013: $500,888Expenses 2013: $5,072,669Net Income 2013: -$4,571,7812013Revenue 2014: $378,814Expenses 2014: $54,475Net Income 2014: $324,3392014Revenue 2015: $407,914Expenses 2015: $205,934Net Income 2015: $201,9802015Revenue 2016: $737,963Expenses 2016: $198,930Net Income 2016: $539,0332016Revenue 2017: $6,725,192Expenses 2017: $1,935,533Net Income 2017: $4,789,6592017Revenue 2018: $11,050,955Expenses 2018: $435,946Net Income 2018: $10,615,0092018Revenue 2019: $794,930Expenses 2019: $423,733Net Income 2019: $371,1972019Revenue 2020: $733,426Expenses 2020: $1,257,772Net Income 2020: -$524,3462020Revenue 2021: $1,542,895Expenses 2021: $1,300,662Net Income 2021: $242,2332021Revenue 2022: $1,276,750Expenses 2022: $1,411,129Net Income 2022: -$134,3792022Revenue 2023: $854,980Expenses 2023: $1,585,187Net Income 2023: -$730,2072023Revenue 2024: $977,704Expenses 2024: $1,236,176Net Income 2024: -$258,4722024

Highlighted filing

2018

Revenue$11,050,955
Expenses$435,946
Net Income$10,615,009
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS E K CERRUTIExec Dir&SecPT$84,000-$84,000
DARLENE V SHILEYPresident-$0--
LINDA L SHOAFFCFO-$0--
Filing and Contact Details

Filer

Filer Name
The Shiley Foundation
EIN
95-3466851
Phone
7607292343
Address
PO BOX 207, PAUMA VALLEY, CA 92061

Signing Officer

Name
Darlene V Shiley
Title
President
Signed
2019-09-09
Discuss with paid preparer
Yes

Preparer

Firm
White Nelson Diehl Evans LLP
Address
2965 Roosevelt Street, Carlsbad, CA 92008-2389
Preparer
Harvey J Schroeder
Phone
7607292343
Raw XML AppendixShowing 400 of 626 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AVERY DENNISON CORP (16SH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AVERY DENNISON CORP (17SH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PFIZER INC (83SH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PFIZER INC (84SH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BROADRIDGE FINANCIAL SOLUTION (11SH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BROADRIDGE FINANCIAL SOLUTION (10SH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6COGNIZANT TECH SOLUTIONS A (12SH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MICHAELS COS INC/THE (33SH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8FISERV INC (19SH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ICON PLC (10SH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10MICHAELS COS INC/THE (28SH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SHERWIN-WILLIAMS CO/THE (5SH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12COMCAST CORP CLASS A (27SH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13PFIZER INC (67,919SH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14PFIZER INC (12,547SH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15PFIZER INC (13,270SH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16PFIZER INC (51,163SH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17PFIZER INC (27,071SH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04402840
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1677
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt010615009
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03807770
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017462476
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06847467
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013654706
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0918439
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0918439
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0918439
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01019242
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0100803
IRS990PF/DistributableAmountGrp/TotalTaxAmt0100803
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt018402
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0795
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0115000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0100803
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt018402
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0100803
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0100803
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0120000
IRS990PF/FMVAssetsEOYAmt024647166
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06847467
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt013654706
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt021481
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt068170
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt068170
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0425430
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01922161
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013113815
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01844
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01844
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt07351
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt09526
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt09526
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06009487
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06181278
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05982084
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0383718
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05473571
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05473571
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06847467
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013654706
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt024647166
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06847467
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013654706
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06847467
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013654706
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020695276
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03210699
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017484577
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0310429
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01019242
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020384847
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020695276
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt284000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DARLENE V SHILEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LINDA L SHOAFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS E K CERRUTI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2EXEC DIR&SEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 10237
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 615
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PAUMA VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PAUMA VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092061
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192658
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292061
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01879218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01929620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01817340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0130053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0140390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt043922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05054567
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.092187
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.11988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.00925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.01002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.00346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.31833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt050402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt020384847
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt015159314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt014065919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt014008668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt012708215
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt015878549
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0201840
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.460934
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0201840
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0201840
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0201840
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02965 ROOSEVELT STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CARLSBAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092008
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HARVEY J SCHROEDER
IRS990PF/StatementsRegardingActyGrp/PhoneNum07607292343
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DARLENE V SHILEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt260000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt430000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt104500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROVIDE TERMINALLY ILL INDIVIDUALS & THEIR FAMILIES MEDICAL, EMOTIONAL, & SPIRITUAL SUPPORT AT LIFE'S FINAL STAGES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT FOR EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2improving the well-being of low-income seniors through innovative programs and services that have a positive impact on seniors and our community as a whole
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PRESERVATION & EDUCATION OF HISTORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO PROMOTE SCIENCE EDUCATION THROUGHOUT THE SAN DIEGO COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO LEAD THE LOCAL COMMUNITY IN THE FIGHT AGAINST HUNGER BY PROVIDING ACCESS TO FOOD AND NUTRITIOUS MEALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO PRESERVE BALBOA PARKS LEGACY FOR FUTURE GENERATIONS THROUGH PARK-WIDE PROJECTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO PROMOTE BIOMEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9TO SUPPORT ALTRUISTIC ACTIVITIES, PROGRAMS, AND INDIVIDUALS IN NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10TO SUPPORT UNDERPRIVILEGED TEENAGERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11TO ENCOURAGE FUNDERS TO LEARN, LEAD, AND INVEST IN OUR COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12TO HELP ENRICH THE LIVES OF STUDENTS AND IMPROVE THEIR KNOWLEDGE AND SKILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PRIVTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,654,706
Liabilities
$0
Net assets
$13,654,706
Revenue
$11,050,955
Expenses
$435,946
Net income
$10,615,009
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.9$0.09$13.8$0.98$1.24$0.26
2023Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.85$1.59$0.73
2022Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$1.28$1.41$0.13
2021Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$1.54$1.30$0.24
2020Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$0.73$1.26$0.52
2019Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$0.79$0.42$0.37
2018Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$11.1$0.44$10.6
2017Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$6.73$1.94$4.79
2016Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.74$0.20$0.54
2015Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.41$0.21$0.20
2014Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.38$0.05$0.32
2013Summary only. Only limited summary data is available for this year.$1.69$0.00$0.50$5.07$4.57
2012Summary only. Only limited summary data is available for this year.$1.27$0.00$0.46$0.38$0.08
2011Summary only. Only limited summary data is available for this year.$1.06$0.00$0.45$1.84$1.39