Civic Intelligence

Dhanam Foundation

EIN 20-1914298 • Palo Alto, CA

3000 El Camino Real Ste 2-1000Palo Alto, CA 94306
Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

$250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

$250M-$1B nonprofits • Source year 2024

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

$250M-$1B nonprofits • Source year 2022

Asset Growth

47th percentile

4.5%

Faster asset growth than 47% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

34%

Faster revenue growth than 83% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Assets

Up

$254,200,286

Up $10,888,723 (+4.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$254,200,286

Up $10,888,723 (+4.5%) from 2023

Revenue

Up

$36,287,243

Up $9,276,548 (+34%) from 2023

Expenses

Down

$25,398,520

Down $2,649,976 (-9.4%) from 2023

Net Income

Up

$10,888,723

Up $11,926,524 (+1149%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2011: $156,562,903Liabilities 2011: $02011Assets 2012: $193,089,148Liabilities 2012: $02012Assets 2013: $208,332,240Liabilities 2013: $02013Assets 2014: $226,325,937Liabilities 2014: $02014Assets 2015: $233,772,431Liabilities 2015: $02015Assets 2019: $240,486,978Liabilities 2019: $0Net Assets 2019: $240,486,9782019Assets 2020: $230,675,563Liabilities 2020: $215,298Net Assets 2020: $230,460,2652020Assets 2021: $259,082,180Liabilities 2021: $0Net Assets 2021: $259,082,1802021Assets 2022: $244,349,364Liabilities 2022: $0Net Assets 2022: $244,349,3642022Assets 2023: $243,311,563Liabilities 2023: $0Net Assets 2023: $243,311,5632023Assets 2024: $254,200,286Liabilities 2024: $0Net Assets 2024: $254,200,2862024

Highlighted filing

2024

Assets$254,200,286
Liabilities$0
Net Assets$254,200,286

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2011: $4,647,549Expenses 2011: $8,653,856Net Income 2011: -$4,006,3072011Revenue 2012: $46,780,607Expenses 2012: $10,254,362Net Income 2012: $36,526,2452012Revenue 2013: $29,778,488Expenses 2013: $14,823,465Net Income 2013: $14,955,0232013Revenue 2014: $26,558,882Expenses 2014: $8,565,185Net Income 2014: $17,993,6972014Revenue 2015: $21,318,470Expenses 2015: $14,959,824Net Income 2015: $6,358,6462015Revenue 2019: $22,546,620Expenses 2019: $19,897,739Net Income 2019: $2,648,8812019Revenue 2020: $4,955,250Expenses 2020: $15,565,666Net Income 2020: -$10,610,4162020Revenue 2021: $48,734,246Expenses 2021: $21,283,731Net Income 2021: $27,450,5152021Revenue 2022: $12,271,453Expenses 2022: $27,004,269Net Income 2022: -$14,732,8162022Revenue 2023: $27,010,695Expenses 2023: $28,048,496Net Income 2023: -$1,037,8012023Revenue 2024: $36,287,243Expenses 2024: $25,398,520Net Income 2024: $10,888,7232024

Highlighted filing

2024

Revenue$36,287,243
Expenses$25,398,520
Net Income$10,888,723

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 8, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAVITARK R SHRIRAMPresident-$0--
VIDJEALATCHOUMY SHRIRAMTreasurer/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Dhanam Foundation
EIN
20-1914298
In Care Of
% ROSEWOOD FAMILY ADVISORS LLP
Phone
6503132000
Address
3000 EL CAMINO REAL STE 2-1000, PALO ALTO, CA 94306

Signing Officer

Name
Kavitark R Shriram
Title
President
Phone
6503132000
Signed
2025-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Rosewood Family Advisors LLP
Address
3000 El Camino Ste 2-1000, Palo Alto, CA 94306
Preparer
Cayce L Craven
Phone
6503132000
Raw XML AppendixShowing 400 of 925 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/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01339535
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt088513
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt099751
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt020650871
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04398769
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt025398520
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt036309332
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt036287243
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0416038
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04398769
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05163687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt028492074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113177509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt028090741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-489581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23748
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3425878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt62538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt72538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt028112921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-500919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23748
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3425878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt056604995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112676590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23748
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3425878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY-TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY-TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DISPOSAL OF MOUNT KELLET CAP PARTNERS II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DISPOSAL OF GS PMMC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt031327766
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt010888723
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0254200286
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0243311563
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0254200286
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt024017331
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt024017331
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt024017331
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt024460888
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0443557
IRS990PF/DistributableAmountGrp/TotalTaxAmt0443557
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0261360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0304917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0400000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0443557
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0261360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0443557
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0443557
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0704917
IRS990PF/FMVAssetsEOYAmt0535199214
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04173665
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03568655
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03568655
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt07520854
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt010824668
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt010524941
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt098912695
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt090326430
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0306408254
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0107654131
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0119725080
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0185354110
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0243311563
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0254200286
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0243311563
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0254200286
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0535199214
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0243311563
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0254200286
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0243311563
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0254200286
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt025050218
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt029755453
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt029343254
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0496667785
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03597679
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0319773537
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07450017
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0173296569
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024460888
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0489217768
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0496667785
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ROSEWOOD FAMILY ADVISORS LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0797075
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0TAX, ACCTG & INV MGT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt03000 EL CAMINO REAL STE 2-1000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094306
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KAVITARK R SHRIRAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1VIDJEALATCHOUMY SHRIRAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03000 EL CAMINO REAL STE 2-1000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13000 EL CAMINO REAL STE 2-1000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094306
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194306
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt020650871
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt020650871
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false

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