Civic Intelligence

Piedmont Foundation

990PF • Fiscal year 2020 • EIN 20-0264655

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

8 Morgan LaneRolling Hills, CA 90274

(310) 544-8296

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

57th percentile

9.1%

Higher net margin than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

48th percentile

0.6%

Faster asset growth than 48% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-82%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$17,846

Up $114 (+0.6%) from 2019

Net Assets

Up

$17,846

Up $114 (+0.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$219

Down $1,018 (-82%) from 2019

Expenses

Down

$199

Down $624 (-76%) from 2019

Net Income

Down

$20

Down $394 (-95%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $70,955Liabilities 2010: $0Net Assets 2010: $70,9552010Assets 2011: $52,818Liabilities 2011: $0Net Assets 2011: $52,8182011Assets 2012: $15,200Liabilities 2012: $12012Assets 2013: $5,242Liabilities 2013: $0Net Assets 2013: $5,2422013Assets 2014: $5,484Liabilities 2014: $0Net Assets 2014: $5,4842014Assets 2015: $4,785Liabilities 2015: $0Net Assets 2015: $4,7852015Assets 2016: $4,895Liabilities 2016: $0Net Assets 2016: $4,8952016Assets 2017: $15,915Liabilities 2017: $0Net Assets 2017: $15,9152017Assets 2018: $16,962Liabilities 2018: $0Net Assets 2018: $16,9622018Assets 2019: $17,732Liabilities 2019: $0Net Assets 2019: $17,7322019Assets 2020: $17,846Liabilities 2020: $0Net Assets 2020: $17,8462020Assets 2021: $19,171Liabilities 2021: $0Net Assets 2021: $19,1712021Assets 2022: $19,188Liabilities 2022: $0Net Assets 2022: $19,1882022Assets 2023: $19,554Liabilities 2023: $0Net Assets 2023: $19,5542023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$17,846
Liabilities$0
Net Assets$17,846

Operations Trend

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

$50K$0-$50KExpenses 2010: $28,2382010Expenses 2011: $23,2122011Revenue 2012: $498Expenses 2012: $41,637Net Income 2012: -$41,1392012Revenue 2013: $1,460Expenses 2013: $11,462Net Income 2013: -$10,0022013Revenue 2014: $179Expenses 2014: $191Net Income 2014: -$122014Revenue 2015: $89Expenses 2015: $1,068Net Income 2015: -$9792015Revenue 2016: $110Expenses 2016: $156Net Income 2016: -$462016Revenue 2017: $10,032Expenses 2017: $150Net Income 2017: $9,8822017Revenue 2018: $591Expenses 2018: $202Net Income 2018: $3892018Revenue 2019: $1,237Expenses 2019: $823Net Income 2019: $4142019Revenue 2020: $219Expenses 2020: $199Net Income 2020: $202020Revenue 2021: $744Expenses 2021: $273Net Income 2021: $4712021Revenue 2022: $0Expenses 2022: $258Net Income 2022: -$2582022Revenue 2023: $0Expenses 2023: $199Net Income 2023: -$1992023Revenue 2024: $0Expenses 2024: $23,497Net Income 2024: -$23,4972024

Highlighted filing

2020

Revenue$219
Expenses$199
Net Income$20
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS P SCHMALZRIEDPresident-$0--
MICHELE SCHMALZRIEDSecretary & CFO-$0--
Filing and Contact Details

Filer

Filer Name
Piedmont Foundation
EIN
20-0264655
Phone
3105448296
Address
8 MORGAN LANE, ROLLING HILLS, CA 90274

Signing Officer

Name
Thomas P Schmalzried
Title
President
Phone
3105448296
Signed
2021-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Robert M Simon CPA
Address
25500 HAWTHORNE BLVD SUITE 1145, TORRANCE, CA 90505
Preparer
Robert M Simon
Phone
3107914400
Raw XML Appendix293 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY & CFO
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03387
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1-3387
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ORGANIZATION COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ACCUMULATED AMORTIZATION - ORGANIZATION COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03387
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1-3387
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03387
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1-3387
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Amortization
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt094
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0GAIN ON SALE OF STOCKS & MUTUAL FUNDS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0199
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0RBC WEALTH MGT INVESTMENT ADVISORY SERVICES
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA FRANCHISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS P SCHMALZRIED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03105448296
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PIEDMONT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PIED
ReturnHeader/Filer/EIN0200264655
ReturnHeader/Filer/PhoneNum03105448296
ReturnHeader/Filer/USAddress/AddressLine1Txt08 MORGAN LANE
ReturnHeader/Filer/USAddress/CityNm0ROLLING HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090274
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT M SIMON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025500 HAWTHORNE BLVD SUITE 1145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TORRANCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090505
ReturnHeader/PreparerPersonGrp/PhoneNum03107914400
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT M SIMON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T14:59:01-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHMALZRIED
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$23.5$23.5
2023Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$0.00$0.20$0.20
2022Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$0.00$0.26$0.26
2021Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$0.74$0.27$0.47
2020Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.22$0.20$0.02
2019Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.24$0.82$0.41
2018Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$0.59$0.20$0.39
2017Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$10.0$0.15$9.88
2016Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.11$0.16$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.09$1.07$0.98
2014Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.18$0.19$0.01
2013Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$1.46$11.5$10.0
2012Summary only. Only limited summary data is available for this year.$15.2$0.00$0.50$41.6$41.1
2011Detailed filing. Detailed filing data is available for this year.$52.8$0.00$52.8$23.2
2010Detailed filing. Detailed filing data is available for this year.$71.0$0.00$71.0$28.2