Civic Intelligence

Harriet H Samuelsson Foundation

990PF • Fiscal year 2023 • EIN 20-1687782

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 29, 2024

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.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

22nd percentile

0.02x

Higher debt load relative to revenue than 22% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

21st percentile

$12,887

Higher top officer pay than 21% of similar nonprofits.

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

37th percentile

1.4%

Faster asset growth than 37% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$25,420,436

Up $350,523 (+1.4%) from 2022

Net Assets

Up

$25,378,289

Up $339,251 (+1.4%) from 2022

Liabilities

Up

$42,147

Up $11,272 (+37%) from 2022

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin72nd percentile

Revenue

Up

$1,956,492

Up $559,753 (+40%) from 2022

Expenses

Down

$1,617,241

Down $85,787 (-5.0%) from 2022

Net Income

Up

$339,251

Up $645,540 (+211%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2023

Assets$25,420,436
Liabilities$42,147
Net Assets$25,378,289
Open 2023 Filing

Operations Trend

Revenue Growth83rd 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

2023

Revenue$1,956,492
Expenses$1,617,241
Net Income$339,251
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 29, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRENE YABUCo-Trustee-$12,887-$12,887
MARC L CHARNEYCo-Trustee-$12,435-$12,435
RICK B SMITHCo-Trustee-$11,857-$11,857
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
2024-02-29
Discuss with paid preparer
Yes

Preparer

Firm
Soares Sandall Bernacchi Petrovich
Address
2051 SOLAR DR SUITE 200, OXNARD, CA 93036
Preparer
Billie Jo Rodriguez
Phone
8054857965
Raw XML Appendix332 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.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0801 S VICTORIA AVENUE 108
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0VENTURA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
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/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE E - DISTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
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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/AppliedToCurrentYearAmt028116
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01446504
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01337523
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01474620
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01309407
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01446504
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02639
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMPUTING & RELATED FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6OTHER PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11208
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22880
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt317
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41138
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt518
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0680
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11208
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22880
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt317
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41138
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt518
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6680
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt042200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1107984
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt22821
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTANTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2PAYROLL SERVICE FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt22821
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1107984
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/Amt0883
TaxesSchedule/TaxesDetail/Amt125568
TaxesSchedule/TaxesDetail/Amt23537
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt03537
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0883
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK B SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-29
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0951888001
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOARES SANDALL BERNACCHI PETROVICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02051 SOLAR DR SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OXNARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093036
ReturnHeader/PreparerPersonGrp/PhoneNum08054857965
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Billie Jo Rodriguez
ReturnHeader/ReturnTs02024-02-29T17:51:10-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICK B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,420,436
Liabilities
$42,147
Net assets
$25,378,289
Revenue
$1,956,492
Expenses
$1,617,241
Net income
$339,251
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