Civic Intelligence

Harriet H Samuelsson Foundation

990PF • Fiscal year 2020 • EIN 20-1687782

Oct 01, 2019 to Sep 30, 2020 • Filed on Apr 17, 2021

Organization Profile
PO Box 5244Oxnard, CA 93031

(805) 485-7965

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.02x

Higher debt load relative to revenue than 21% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

20th percentile

$14,570

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

38th percentile

2.4%

Faster asset growth than 38% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

69%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$25,098,772

Up $591,685 (+2.4%) from 2019

Net Assets

$25,062,125

No earlier filing loaded for comparison.

Liabilities

Down

$36,647

Down $10,799 (-23%) from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin80th percentile

Revenue

Up

$2,111,880

Up $858,960 (+69%) from 2019

Expenses

Down

$1,509,396

Down $3,042 (-0.2%) from 2019

Net Income

Up

$602,484

Up $862,002 (+332%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$30M$20M$10M$0Assets 2011: $21,331,993Liabilities 2011: $50,2132011Assets 2012: $21,261,829Liabilities 2012: $31,3012012Assets 2013: $22,068,438Liabilities 2013: $30,4882013Assets 2014: $22,796,181Liabilities 2014: $37,5082014Assets 2015: $23,373,703Liabilities 2015: $75,6972015Assets 2019: $24,507,087Liabilities 2019: $47,4462019Assets 2020: $25,098,772Liabilities 2020: $36,647Net Assets 2020: $25,062,1252020Assets 2021: $25,390,090Liabilities 2021: $44,763Net Assets 2021: $25,345,3272021Assets 2022: $25,069,913Liabilities 2022: $30,875Net Assets 2022: $25,039,0382022Assets 2023: $25,420,436Liabilities 2023: $42,147Net Assets 2023: $25,378,2892023Assets 2024: $28,968,578Liabilities 2024: $43,802Net Assets 2024: $28,924,7762024Assets 2025: $28,535,721Liabilities 2025: $50,680Net Assets 2025: $28,485,0412025

Highlighted filing

2020

Assets$25,098,772
Liabilities$36,647
Net Assets$25,062,125
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,212,149Expenses 2011: $1,384,333Net Income 2011: $827,8162011Revenue 2012: $1,392,756Expenses 2012: $1,444,008Net Income 2012: -$51,2522012Revenue 2013: $2,241,804Expenses 2013: $1,434,382Net Income 2013: $807,4222013Revenue 2014: $2,186,549Expenses 2014: $1,468,526Net Income 2014: $718,0232014Revenue 2015: $2,187,735Expenses 2015: $1,648,419Net Income 2015: $539,3162015Revenue 2019: $1,252,920Expenses 2019: $1,512,438Net Income 2019: -$259,5182019Revenue 2020: $2,111,880Expenses 2020: $1,509,396Net Income 2020: $602,4842020Revenue 2021: $1,779,483Expenses 2021: $1,496,281Net Income 2021: $283,2022021Revenue 2022: $1,396,739Expenses 2022: $1,703,028Net Income 2022: -$306,2892022Revenue 2023: $1,956,492Expenses 2023: $1,617,241Net Income 2023: $339,2512023Revenue 2024: $5,034,073Expenses 2024: $1,487,586Net Income 2024: $3,546,4872024Revenue 2025: $1,133,011Expenses 2025: $1,572,764Net Income 2025: -$439,7532025

Highlighted filing

2020

Revenue$2,111,880
Expenses$1,509,396
Net Income$602,484
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Apr 17, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICK B SMITHCo-Trustee-$14,570-$14,570
IRENE YABUCo-Trustee-$12,658-$12,658
MARC L CHARNEYCo-Trustee-$12,638-$12,638
Filing and Contact Details

Filer

Filer Name
Harriet H Samuelsson Foundation
EIN
20-1687782
Phone
8054857965
Address
PO BOX 5244, OXNARD, CA 93031

Signing Officer

Name
Rick B Smith
Title
Co-trustee
Signed
2021-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Soares Sandall Bernacchi and Petrovich Llp
Address
405 E ESPLANADE DR STE 300, OXNARD, CA 93036
Preparer
Billie Jo Rodriguez
Phone
8054857965
Raw XML Appendix350 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/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0TAKE ELIGIBILITY QUIZ ONLINE AT SAMUELSSON FOUNDATION.ORG. IF QUALIFIED, YOU WILL BE INVITED TO SUBMIT A LETTER OF INQUIRY. LETTERS OF INQUIRY ARE REVIEWED, AND APPROVED APPLICATIONS WILL BE INVITED TO SUBMIT A FULL GRANT APPLICATION ONLINE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0HARRIET H SAMUELSSON FOUNDATION
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0501C(3) ORGANIZATIONS THAT PROVIDE SERVICES TO CHILDREN AND YOUTH UNDER 18 RESIDING IN VENTURA COUNTY, CALIFORNIA, ORGANIZATIONS ENGAGED IN CANCER RESEARCH, AND ST JOHN'S MEDICAL CENTER IN OXNARD, CALIFORNIA TO BE USED EXCLUSIVELY FOR PURCHASE AND MAINTENANCE OF FETAL MONITORS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0LETTER OF INQUIRY - 3/31 & 10/31; GRANT APPL - 1/15 & 5/30
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04425
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2438
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13193
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3438
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4452
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5402
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61056
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTANTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/Amt0465
TaxesSchedule/TaxesDetail/Amt119897
TaxesSchedule/TaxesDetail/Amt22614
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TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02614
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0465
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK B SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRIET H SAMUELSSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0201687782
ReturnHeader/Filer/PhoneNum08054857965
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5244
ReturnHeader/Filer/USAddress/CityNm0OXNARD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093031
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0951888001
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOARES SANDALL BERNACCHI AND PETROVICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0405 E ESPLANADE DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OXNARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093036
ReturnHeader/PreparerPersonGrp/PhoneNum08054857965
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Billie Jo Rodriguez
ReturnHeader/ReturnTs02021-04-17T11:41:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,098,772
Liabilities
$36,647
Net assets
$25,062,125
Revenue
$2,111,880
Expenses
$1,509,396
Net income
$602,484
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$28.5$0.05$28.5$1.13$1.57$0.44
2024Detailed filing. Detailed filing data is available for this year.$29.0$0.04$28.9$5.03$1.49$3.55
2023Detailed filing. Detailed filing data is available for this year.$25.4$0.04$25.4$1.96$1.62$0.34
2022Detailed filing. Detailed filing data is available for this year.$25.1$0.03$25.0$1.40$1.70$0.31
2021Detailed filing. Detailed filing data is available for this year.$25.4$0.04$25.3$1.78$1.50$0.28
2020Detailed filing. Detailed filing data is available for this year.$25.1$0.04$25.1$2.11$1.51$0.60
2019Summary only. Only limited summary data is available for this year.$24.5$0.05$1.25$1.51$0.26
2015Summary only. Only limited summary data is available for this year.$23.4$0.08$2.19$1.65$0.54
2014Summary only. Only limited summary data is available for this year.$22.8$0.04$2.19$1.47$0.72
2013Summary only. Only limited summary data is available for this year.$22.1$0.03$2.24$1.43$0.81
2012Summary only. Only limited summary data is available for this year.$21.3$0.03$1.39$1.44$0.05
2011Summary only. Only limited summary data is available for this year.$21.3$0.05$2.21$1.38$0.83