Civic Intelligence

Harriet H Samuelsson Foundation

990PF • Fiscal year 2021 • EIN 20-1687782

Oct 01, 2020 to Sep 30, 2021 • Filed on Feb 01, 2022

Organization Profile
801 S Victoria Avenue 108Ventura, CA 93003

(805) 826-0003

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

25th percentile

0.03x

Higher debt load relative to revenue than 25% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

54th percentile

16%

Higher net margin than 54% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

21st percentile

$14,889

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

24th percentile

1.2%

Faster asset growth than 24% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-16%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$25,390,090

Up $291,318 (+1.2%) from 2020

Net Assets

Up

$25,345,327

Up $283,202 (+1.1%) from 2020

Liabilities

Up

$44,763

Up $8,116 (+22%) from 2020

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin54th percentile

Revenue

Down

$1,779,483

Down $332,397 (-16%) from 2020

Expenses

Down

$1,496,281

Down $13,115 (-0.9%) from 2020

Net Income

Down

$283,202

Down $319,282 (-53%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2021

Assets$25,390,090
Liabilities$44,763
Net Assets$25,345,327
Open 2021 Filing

Operations Trend

Revenue Growth13th 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

2021

Revenue$1,779,483
Expenses$1,496,281
Net Income$283,202
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Feb 1, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC L CHARNEYCo-Trustee-$14,889-$14,889
RICK B SMITHCo-Trustee-$12,071-$12,071
IRENE YABUCo-Trustee-$9,676-$9,676
Filing and Contact Details

Filer

Filer Name
Harriet H Samuelsson Foundation
EIN
20-1687782
Phone
8058260003
Address
801 S VICTORIA AVENUE 108, VENTURA, CA 93003

Signing Officer

Name
Rick B Smith
Title
Co-trustee
Signed
2022-02-01
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 Appendix344 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/RecipientPersonNm0TRUSTEES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08779686328
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0801 S VICTORIA AVENUE 108
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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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01521439
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01304550
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3384
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4953
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5433
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61238
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1133454
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt22526
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
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TaxesSchedule/TaxesDetail/Amt122711
TaxesSchedule/TaxesDetail/Amt23459
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TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt03459
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0497
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK B SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRIET H SAMUELSSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0201687782
ReturnHeader/Filer/PhoneNum08058260003
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 S VICTORIA AVENUE 108
ReturnHeader/Filer/USAddress/CityNm0VENTURA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093003
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/ReturnTs02022-02-01T13:17:27-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICK B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,390,090
Liabilities
$44,763
Net assets
$25,345,327
Revenue
$1,779,483
Expenses
$1,496,281
Net income
$283,202
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