Civic Intelligence

Harriet H Samuelsson Foundation

990PF • Fiscal year 2022 • EIN 20-1687782

Oct 01, 2021 to Sep 30, 2022 • Filed on Feb 15, 2023

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

20th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

23rd percentile

0.02x

Higher debt load relative to revenue than 23% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

16th percentile

-22%

Higher net margin than 16% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

21st percentile

$13,328

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

46th percentile

-1.3%

Faster asset growth than 46% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

23rd percentile

-22%

Faster revenue growth than 23% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$25,069,913

Down $320,177 (-1.3%) from 2021

Net Assets

Down

$25,039,038

Down $306,289 (-1.2%) from 2021

Liabilities

Down

$30,875

Down $13,888 (-31%) from 2021

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin16th percentile

Revenue

Down

$1,396,739

Down $382,744 (-22%) from 2021

Expenses

Up

$1,703,028

Up $206,747 (+14%) from 2021

Net Income

Down

-$306,289

Down $589,491 (-208%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2022

Assets$25,069,913
Liabilities$30,875
Net Assets$25,039,038
Open 2022 Filing

Operations Trend

Revenue Growth23rd 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

2022

Revenue$1,396,739
Expenses$1,703,028
Net Income-$306,289
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Feb 15, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC L CHARNEYCo-Trustee-$13,328-$13,328
RICK B SMITHCo-Trustee-$10,102-$10,102
IRENE YABUCo-Trustee-$9,867-$9,867
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED SCHEDULE E - DISTRIBUTIONSSEE ATTACHED SCHEDULE E - DISTRIBUTIONSPCSEE ATTACHED, CA, US$1,346,595
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
2023-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Soares Sandall Bernacchi Petrovich
Address
1901 N SOLAR DR STE 270, OXNARD, CA 93036
Preparer
Billie Jo Rodriguez
Phone
8054857965
Raw XML Appendix340 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
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0VENTURA
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd093003
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/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01521439
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01488062
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01446504
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01521439
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03167
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISCELLANEOUS
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0633
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13399
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt299
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31216
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt411
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1990
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0633
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13399
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt399
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4878
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51216
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt611
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7990
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02848
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1112028
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt22867
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2PAYROLL SERVICE FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt22867
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1112028
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/Amt0327
TaxesSchedule/TaxesDetail/Amt117687
TaxesSchedule/TaxesDetail/Amt23107
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt03107
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0327
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK B SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-15
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 PETROVICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01901 N SOLAR DR STE 270
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OXNARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093036
ReturnHeader/PreparerPersonGrp/PhoneNum08054857965
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Billie Jo Rodriguez
ReturnHeader/ReturnTs02023-02-15T15:18:57-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICK B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,069,913
Liabilities
$30,875
Net assets
$25,039,038
Revenue
$1,396,739
Expenses
$1,703,028
Net income
-$306,289
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