Civic Intelligence

Semper Charitable Foundation

990PF • Fiscal year 2025 • EIN 13-3190113

Jan 01, 2025 to Dec 31, 2025

Organization Profile
1733 Fir Hill DriveSt Helena, CA 94574

(707) 339-0161

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2011: $1,020,320Liabilities 2011: $02011Assets 2012: $1,048,622Liabilities 2012: $02012Assets 2013: $789,734Liabilities 2013: $02013Assets 2014: $653,039Liabilities 2014: $0Net Assets 2014: $653,0392014Assets 2015: $560,723Liabilities 2015: $0Net Assets 2015: $560,7232015Assets 2016: $455,408Liabilities 2016: $9,975Net Assets 2016: $445,4332016Assets 2017: $406,842Liabilities 2017: $5,955Net Assets 2017: $400,8872017Assets 2018: $297,579Liabilities 2018: $1,942Net Assets 2018: $295,6372018Assets 2019: $253,802Liabilities 2019: $4,909Net Assets 2019: $248,8932019Assets 2020: $243,454Liabilities 2020: $0Net Assets 2020: $243,4542020Assets 2021: $272,826Liabilities 2021: $1,450Net Assets 2021: $271,3762021Assets 2022: $248,160Liabilities 2022: $14Net Assets 2022: $248,1462022Assets 2023: $263,067Liabilities 2023: $5,000Net Assets 2023: $258,0672023Assets 2024: $278,209Liabilities 2024: $0Net Assets 2024: $278,2092024

Latest loaded filing

2024

Assets$278,209
Liabilities$0
Net Assets$278,209
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2011: $195,883Expenses 2011: $98,661Net Income 2011: $97,2222011Revenue 2012: $58,651Expenses 2012: $96,415Net Income 2012: -$37,7642012Revenue 2013: $4,557Expenses 2013: $98,808Net Income 2013: -$94,2512013Revenue 2014: -$31,215Expenses 2014: $150,819Net Income 2014: -$182,0342014Revenue 2015: $1,509Expenses 2015: $93,825Net Income 2015: -$92,3162015Revenue 2016: $2,633Expenses 2016: $86,496Net Income 2016: -$83,8632016Revenue 2017: $10,837Expenses 2017: $65,932Net Income 2017: -$55,0952017Revenue 2018: $29,076Expenses 2018: $113,485Net Income 2018: -$84,4092018Revenue 2019: $28,817Expenses 2019: $90,288Net Income 2019: -$61,4712019Revenue 2020: $10,146Expenses 2020: $24,165Net Income 2020: -$14,0192020Revenue 2021: $25,515Expenses 2021: $11,380Net Income 2021: $14,1352021Revenue 2022: $11,613Expenses 2022: $34,843Net Income 2022: -$23,2302022Revenue 2023: $32,261Expenses 2023: $22,340Net Income 2023: $9,9212023Revenue 2024: $36,965Expenses 2024: $16,823Net Income 2024: $20,1422024

Latest loaded filing

2024

Revenue$36,965
Expenses$16,823
Net Income$20,142
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 31, 2026
Return Version
2025v4.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY C AGEEDirectorPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHONOR THE PROMISETO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-ALEXANDRIA, VA, US$3,000
Paid GrantST HELENA HOSPITAL FOUNDATIONTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-ST HELENA, CA, US$2,500
Paid GrantCAMEO CINEMA FOUNDATIONTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-ST HELENA, CA, US$1,500
Paid GrantAQUINAS HOUSE AT DARTMOUTHTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-HANOVER, NH, US$1,000
Paid GrantNIMBUS ARTSTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-ST HELENA, CA, US$415
Paid GrantST HELENA MONTESSORITO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-ST HELENA, CA, US$350
Paid GrantST HELENA HOSPITAL FOUNDATIONTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-ST HELENA, CA, US$250
Filing and Contact Details

Filer

Filer Name
Semper Charitable Foundation
EIN
13-3190113
Phone
7073390161
Address
1733 FIR HILL DRIVE, ST HELENA, CA 94574

Signing Officer

Name
Mary Agee
Title
Director
Phone
7073390161
Signed
2026-03-31
Discuss with paid preparer
Yes

Preparer

Firm
G & J Seiberlich & Co Llp
Address
3264 VILLA LANE, NAPA, CA 94558
Preparer
Kenneth a Rode
Phone
7072247948
Raw XML Appendix358 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0649 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1880 COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt210 WOODLAND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt310 WOODLAND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4610 MADISON STREET STE 616
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52 OCCOM RIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61340 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST HELENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST HELENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ST HELENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ST HELENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5HANOVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ST HELENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094574
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194574
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294574
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394574
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd422314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd503755
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd694574
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09015
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012446
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01829
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05686
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09822
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01829
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07993
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt023732
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05686
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018046
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012446
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031725
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033554
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARY C AGEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01733 FIR HILL DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ST HELENA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094574
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt09908
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2269
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2269
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0181
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0181
TaxesSchedule/TaxesDetail/Amt067
TaxesSchedule/TaxesDetail/Amt1130
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt067
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY AGEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07073390161
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEMPER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SEMP
ReturnHeader/Filer/EIN0133190113
ReturnHeader/Filer/PhoneNum07073390161
ReturnHeader/Filer/USAddress/AddressLine1Txt01733 FIR HILL DRIVE
ReturnHeader/Filer/USAddress/CityNm0ST HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094574
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941587502
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0G & J SEIBERLICH & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03264 VILLA LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094558
ReturnHeader/PreparerPersonGrp/PhoneNum07072247948
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH A RODE
ReturnHeader/ReturnTs02026-04-10T14:41:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.04$0.02$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.01$0.26$0.03$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.01$0.03$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$0.03$0.01$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.01$0.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.03$0.09$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.03$0.11$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.01$0.40$0.01$0.07$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.01$0.45$0.00$0.09$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.00$0.09$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.03$0.15$0.18
2013Summary only. Only limited summary data is available for this year.$0.79$0.00$0.00$0.10$0.09
2012Summary only. Only limited summary data is available for this year.$1.05$0.00$0.06$0.10$0.04
2011Summary only. Only limited summary data is available for this year.$1.02$0.00$0.20$0.10$0.10