Civic Intelligence

Fledgling Fund

990PF • Fiscal year 2018 • EIN 20-0171507

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

Organization Profile
Post Office Box 614Graton, CA 95444

(707) 829-1182

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,116,416

Up $137,830 (+14%) from 2017

Net Assets

Up

$1,116,416

Up $137,830 (+14%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses

Revenue

Up

$269,051

Up $107,167 (+66%) from 2017

Expenses

Up

$106,222

Up $29,955 (+39%) from 2017

Net Income

Up

$162,829

Up $77,212 (+90%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $563,700Liabilities 2011: $0Net Assets 2011: $563,7002011Assets 2012: $505,740Liabilities 2012: $12012Assets 2013: $722,586Liabilities 2013: $0Net Assets 2013: $722,5862013Assets 2014: $919,488Liabilities 2014: $0Net Assets 2014: $919,4882014Assets 2015: $926,069Liabilities 2015: $0Net Assets 2015: $926,0692015Assets 2016: $892,969Liabilities 2016: $0Net Assets 2016: $892,9692016Assets 2017: $978,586Liabilities 2017: $0Net Assets 2017: $978,5862017Assets 2018: $1,116,416Liabilities 2018: $0Net Assets 2018: $1,116,4162018Assets 2019: $1,183,813Liabilities 2019: $12019Assets 2020: $1,129,356Liabilities 2020: $0Net Assets 2020: $1,129,3562020Assets 2021: $977,130Liabilities 2021: $0Net Assets 2021: $977,1302021Assets 2022: $965,532Liabilities 2022: $0Net Assets 2022: $965,5322022Assets 2023: $990,683Liabilities 2023: $12023

Highlighted filing

2018

Assets$1,116,416
Liabilities$0
Net Assets$1,116,416
Open 2018 Filing

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $74,2882011Revenue 2012: $20,976Expenses 2012: $67,044Net Income 2012: -$46,0682012Revenue 2013: $279,172Expenses 2013: $62,326Net Income 2013: $216,8462013Revenue 2014: $463,181Expenses 2014: $92,031Net Income 2014: $371,1502014Revenue 2015: $129,013Expenses 2015: $58,410Net Income 2015: $70,6032015Revenue 2016: $49,880Expenses 2016: $84,208Net Income 2016: -$34,3282016Revenue 2017: $161,884Expenses 2017: $76,267Net Income 2017: $85,6172017Revenue 2018: $269,051Expenses 2018: $106,222Net Income 2018: $162,8292018Revenue 2019: $131,533Expenses 2019: $64,136Net Income 2019: $67,3972019Revenue 2020: $112,670Expenses 2020: $167,127Net Income 2020: -$54,4572020Revenue 2021: $66,499Expenses 2021: $218,725Net Income 2021: -$152,2262021Revenue 2022: $106,569Expenses 2022: $118,167Net Income 2022: -$11,5982022Revenue 2023: $86,836Expenses 2023: $61,685Net Income 2023: $25,1512023

Highlighted filing

2018

Revenue$269,051
Expenses$106,222
Net Income$162,829
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 2, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN JOHNSONPresident/Chair-$0--
RICHARD THEISSecretary/Treas-$0--
LORAINE SUGGDirector-$0--
NICHOLAS HEDLUNDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Fledgling Fund
EIN
20-0171507
Phone
7078291182
Address
POST OFFICE BOX 614, GRATON, CA 95444

Signing Officer

Name
Richard Theis
Title
Secretary/treas
Signed
2019-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Griesmer and Fereira CPAs
Address
11500 Donner Pass Rd Suite B, Truckee, CA 96161
Preparer
Michael R Griesmer
Phone
5305879221
Raw XML Appendix333 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0EXPLANATION OF OTHER CHANGES IN NET ASSET VALUEAT THE END OF 2018, A $25,000 TRANSFER BETWEEN ACCOUNTS WAS COUNTED AS AN ASSET IN TWO ACCOUNTS RESULTING IN AN OVERSTATEMENT OF ASSETS AT 12/31/17.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03820 CYPRESS dRIVE 11
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1436 14TH STREET SUITE 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2P O BOX 7886
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3FORT MASON CENTER 2 MARINA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4245 KENTUCKY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52130 PEPPERWOOD PRESERVE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6822 FIFTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71970 BROADWAY 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PETALUMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SANTA ROSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PETALUMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SANTA ROSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SANTA ROSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094954
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494953
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd595404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd695404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd794612
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0102000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt048164
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048164
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027457
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt035965
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt048750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt045849
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt060000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt060000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0211857
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt053836
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027457
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt035965
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt048750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt045849
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0102000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt053836
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0271857
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0218021
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt024999
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0SEE ATTACHED NOTE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMIN EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt22862
TaxesSchedule/TaxesDetail/CategoryTxt0ATTORNEY GENERAL
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt2IRS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt050
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt110
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt22862
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD THEIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLEDGLING FUND
ReturnHeader/Filer/BusinessNameControlTxt0FLED
ReturnHeader/Filer/EIN0200171507
ReturnHeader/Filer/PhoneNum07078291182
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE BOX 614
ReturnHeader/Filer/USAddress/CityNm0GRATON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095444
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832046694
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Griesmer and Fereira CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011500 Donner Pass Rd Suite B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Truckee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096161
ReturnHeader/PreparerPersonGrp/PhoneNum05305879221
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL R GRIESMER
ReturnHeader/ReturnTs02019-05-06T16:15:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,116,416
Liabilities
$0
Net assets
$1,116,416
Revenue
$269,051
Expenses
$106,222
Net income
$162,829
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.99$0.00$0.09$0.06$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.11$0.12$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.07$0.22$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.11$0.17$0.05
2019Summary only. Only limited summary data is available for this year.$1.18$0.00$0.13$0.06$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.27$0.11$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.16$0.08$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.05$0.08$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.13$0.06$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.46$0.09$0.37
2013Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.28$0.06$0.22
2012Summary only. Only limited summary data is available for this year.$0.51$0.00$0.02$0.07$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.07