Civic Intelligence

Bernard G and Rhoda G Sarnat Family Foundation-Gerard Sarnat

EIN 20-1004478 • Carlsbad, CA

Pub. 78 Eligible
5780 Fleet Street Suite 310Carlsbad, CA 92008
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

93rd percentile

74%

Higher net margin than 93% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

87th percentile

26%

Faster asset growth than 87% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

17%

Faster revenue growth than 63% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$12,884,028

Up $2,665,424 (+26%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$12,884,028

Up $2,665,424 (+26%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin93rd percentile

Revenue

Up

$3,596,631

Up $516,980 (+17%) from 2023

Expenses

Down

$947,129

Down $989,575 (-51%) from 2023

Net Income

Up

$2,649,502

Up $1,506,555 (+132%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $7,731,162Liabilities 2011: $0Net Assets 2011: $7,731,1622011Assets 2012: $7,887,366Liabilities 2012: $0Net Assets 2012: $7,887,3662012Assets 2013: $8,302,680Liabilities 2013: $0Net Assets 2013: $8,302,6802013Assets 2014: $7,934,910Liabilities 2014: $0Net Assets 2014: $7,934,9102014Assets 2015: $7,909,156Liabilities 2015: $0Net Assets 2015: $7,909,1562015Assets 2016: $7,857,454Liabilities 2016: $0Net Assets 2016: $7,857,4542016Assets 2017: $8,323,053Liabilities 2017: $0Net Assets 2017: $8,323,0532017Assets 2018: $8,018,024Liabilities 2018: $0Net Assets 2018: $8,018,0242018Assets 2019: $7,870,855Liabilities 2019: $0Net Assets 2019: $7,870,8552019Assets 2020: $7,942,961Liabilities 2020: $0Net Assets 2020: $7,942,9612020Assets 2021: $7,580,567Liabilities 2021: $0Net Assets 2021: $7,580,5672021Assets 2022: $9,092,960Liabilities 2022: $0Net Assets 2022: $9,092,9602022Assets 2023: $10,218,604Liabilities 2023: $0Net Assets 2023: $10,218,6042023Assets 2024: $12,884,028Liabilities 2024: $0Net Assets 2024: $12,884,0282024

Highlighted filing

2024

Assets$12,884,028
Liabilities$0
Net Assets$12,884,028
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $472,7652011Expenses 2012: $585,8852012Expenses 2013: $77,3542013Revenue 2014: $528,985Expenses 2014: $892,997Net Income 2014: -$364,0122014Revenue 2015: $449,123Expenses 2015: $471,462Net Income 2015: -$22,3392015Revenue 2016: $584,218Expenses 2016: $509,272Net Income 2016: $74,9462016Revenue 2017: $501,284Expenses 2017: $495,332Net Income 2017: $5,9522017Revenue 2018: $671,141Expenses 2018: $484,222Net Income 2018: $186,9192018Revenue 2019: $383,657Expenses 2019: $499,313Net Income 2019: -$115,6562019Revenue 2020: $173,144Expenses 2020: $92,985Net Income 2020: $80,1592020Revenue 2021: $487,424Expenses 2021: $887,688Net Income 2021: -$400,2642021Revenue 2022: $3,405,830Expenses 2022: $1,355,546Net Income 2022: $2,050,2842022Revenue 2023: $3,079,651Expenses 2023: $1,936,704Net Income 2023: $1,142,9472023Revenue 2024: $3,596,631Expenses 2024: $947,129Net Income 2024: $2,649,5022024

Highlighted filing

2024

Revenue$3,596,631
Expenses$947,129
Net Income$2,649,502
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,884,028
Liabilities
$0
Net assets
$12,884,028
Revenue
$3,596,631
Expenses
$947,129
Net income
$2,649,502
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$3.60$0.95$2.65
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$3.08$1.94$1.14
2022Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$3.41$1.36$2.05
2021Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.49$0.89$0.40
2020Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$0.17$0.09$0.08
2019Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.38$0.50$0.12
2018Detailed filing. Detailed filing data is available for this year.$8.02$0.00$8.02$0.67$0.48$0.19
2017Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$0.50$0.50$0.01
2016Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.58$0.51$0.07
2015Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.45$0.47$0.02
2014Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.53$0.89$0.36
2013Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$0.08
2012Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.59
2011Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gerard SarnatCEO/President;Director-$0--
Lela SarnatSecretary/Treasurer; Director-$0--
Filing and Contact Details

Filer

Filer Name
Sarnat Family Foundation
EIN
20-1004478
In Care Of
% WITHUMSMITHBROWNPC
Phone
7609295959
Address
5780 Fleet Street Suite 310, Carlsbad, CA 92008

Signing Officer

Name
Gerard Sarnat
Title
CEO/President
Phone
7609295959
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrownpc
Address
100 SPECTRUM CENTER DRIVE STE 1000, IRVINE, CA 92618
Preparer
Richard Ruvelson
Phone
9492612808
Raw XML Appendix336 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/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WITHUMSMITHBROWNPC
IRS990PF/StatementsRegardingActyGrp/PhoneNum07609295959
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0167000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt475000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Supports Israeli social change
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Boarding School for India's lowest social class
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Research/Treatment of Diseases
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Supports education and employment for girls in Africa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Provides health management for girls in Africa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0New Israel Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Shanti Bhavan Childrens Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Open Medicine Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Style Her Empowered Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Friends of Zana Africa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06 East 39th Street Suite 301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt112819 SE 38th St 48
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt229302 Laro Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31008 N 28th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42450 Virginia Ave NW Suite E309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Bellevue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Agoura Hills
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Boise
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0100160112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd198006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd383702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420037
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0717000
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/AppliedToCurrentYearAmt0580834
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0580834
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01242877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0355176
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01771533
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0173480
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01242877
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0355176
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0754314
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0173480
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01771533
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01598053
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Gerard Sarnat
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0198 Degas road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Portola
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094028
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03318776
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0760
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0760
OtherIncomeSchedule2/OtherIncomeDetail/Desc0From Passthru entity
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0189
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0189
OtherIncreasesSchedule/OtherIncreasesDetail/Amt015922
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN NET UNREALIZED GAINS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0176310
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESEMENT MGT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0176310
TaxesSchedule/TaxesDetail/Amt010054
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010054
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gerard Sarnat
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/President
ReturnHeader/BusinessOfficerGrp/PhoneNum07609295959
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sarnat Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SARN
ReturnHeader/Filer/EIN0201004478
ReturnHeader/Filer/InCareOfNm0% WITHUMSMITHBROWNPC
ReturnHeader/Filer/PhoneNum07609295959
ReturnHeader/Filer/USAddress/AddressLine1Txt05780 Fleet Street Suite 310
ReturnHeader/Filer/USAddress/CityNm0Carlsbad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092008
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWNPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 SPECTRUM CENTER DRIVE STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09492612808
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RUVELSON
ReturnHeader/ReturnTs02025-05-12T12:57:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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