Civic Intelligence

Pasadena Delta Foundation Inc.

990 • Fiscal year 2017 • EIN 95-4502691

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 17, 2017

PO Box 93552Pasadena, CA 91109

(818) 517-2099

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

0.04x

Higher debt load relative to revenue than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

36%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$406,347

Up $53,252 (+15%) from 2016

Net Assets

Up

$405,036

Up $52,443 (+15%) from 2016

Liabilities

Up

$1,311

Up $809 (+161%) from 2016

Revenue

Up

$32,483

Up $8,593 (+36%) from 2016

Expenses

Down

$18,147

Down $5,942 (-25%) from 2016

Net Income

Up

$14,336

Up $14,535 (+7304%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $314,998Liabilities 2012: $335Net Assets 2012: $314,6632012Assets 2013: $332,976Liabilities 2013: $544Net Assets 2013: $332,4322013Assets 2014: $369,204Liabilities 2014: $90Net Assets 2014: $369,1142014Assets 2015: $373,476Liabilities 2015: $3,250Net Assets 2015: $370,2262015Assets 2016: $353,095Liabilities 2016: $502Net Assets 2016: $352,5932016Assets 2017: $406,347Liabilities 2017: $1,311Net Assets 2017: $405,0362017Assets 2018: $403,305Liabilities 2018: $2,677Net Assets 2018: $400,6282018Assets 2019: $418,403Liabilities 2019: $674Net Assets 2019: $417,7292019Assets 2020: $419,412Liabilities 2020: $0Net Assets 2020: $419,4122020Assets 2021: $524,265Liabilities 2021: $0Net Assets 2021: $524,2652021Assets 2022: $453,895Liabilities 2022: $0Net Assets 2022: $453,8952022Assets 2023: $485,129Liabilities 2023: $0Net Assets 2023: $485,1292023

Highlighted filing

2017

Assets$406,347
Liabilities$1,311
Net Assets$405,036

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2012: $25,350Expenses 2012: $20,466Net Income 2012: $4,8842012Revenue 2013: $21,245Expenses 2013: $28,713Net Income 2013: -$7,4682013Revenue 2014: $14,368Expenses 2014: $21,464Net Income 2014: -$7,0962014Revenue 2015: $18,721Expenses 2015: $19,240Net Income 2015: -$5192015Revenue 2016: $23,890Expenses 2016: $24,089Net Income 2016: -$1992016Revenue 2017: $32,483Expenses 2017: $18,147Net Income 2017: $14,3362017Revenue 2018: $12,265Expenses 2018: $38,650Net Income 2018: -$26,3852018Revenue 2019: $39,967Expenses 2019: $23,106Net Income 2019: $16,8612019Revenue 2020: $33,128Expenses 2020: $26,984Net Income 2020: $6,1442020Revenue 2021: $43,517Expenses 2021: $47,451Net Income 2021: -$3,9342021Revenue 2022: $48,232Expenses 2022: $17,545Net Income 2022: $30,6872022Revenue 2023: $14,288Expenses 2023: $16,298Net Income 2023: -$2,0102023

Highlighted filing

2017

Revenue$32,483
Expenses$18,147
Net Income$14,336
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 17, 2017
Return Version
2016v3.0
Gross Receipts
$85,808
Mission and Program Overview

Mission

Provide awards and scholarships to individuals and tax exempt organizations for charitable, religious, educational, health, scientific and entrepreneurial endeavors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$275,724$339,963▲ $64,239
Cash and Non-Interest-Bearing Accounts$75,136$65,130▼ $10,006
Prepaid Expenses and Deferred Charges$2,235$1,254▼ $981
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$353,095$406,347▲ $53,252
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$502$1,311▲ $809
Total Liabilities$502$1,311▲ $809
Net Assets / Fund Balance
Permanently Rstr Net Assets$226,913$246,913▲ $20,000
Unrestricted Net Assets$88,369$87,573▼ $796
Temporarily Rstr Net Assets$37,311$70,550▲ $33,239
Total Net Assets Fund Balance$352,593$405,036▲ $52,443
Total Liabilities and Net Assets / Fund Balance$353,095$406,347▲ $53,252
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,733
Program Service Revenue
$0
Investment Income
$9,411
Other Revenue
$21,339
All Other Contributions
$1,733
Change in Net Assets
$14,336
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,147
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$2,777$490-$3,267
Insurance$1,472$260-$1,732
Fees for Services Accounting$1,360$240-$1,600
Other Expenses$466$82-$548
Total Functional Expenses$17,075$1,072$0$18,147
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$74,664
Fundraising Direct Expenses$53,325
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$74,664$74,664$53,325$21,339
Total Events$74,664$74,664$53,325$21,339
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 Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Reviewed by finance committee

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Available to the public upon request

Filing and Contact Details

Filer

Filer Name
Pasadena Delta Foundation
EIN
95-4502691
Phone
8185172099
Address
PO BOX 93552, PASADENA, CA 91109

Signing Officer

Name
Melinda Campbell
Title
Treasurer
Signed
2017-08-17
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
25

Preparer

Firm
Daniel B Blomberg Inc
Address
216 N Glendora Ave Suite 207, Glendora, CA 91741-6924
Preparer
Daniel B Blomberg
Phone
6266104350
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IRS990/PYRevenuesLessExpensesAmt0-199
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IRS990/PYTotalRevenueAmt023890
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06323
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06636
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY FINANCE COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available to the public upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalVolunteersCnt025
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