Civic Intelligence

Dhanam Foundation

990PF • Fiscal year 2022 • EIN 20-1914298

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

2475 Hanover Street Suite 100Palo Alto, CA 94304

(650) 313-2000

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2022 filings • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

9th percentile

0.00x

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

2022 filings • $100M-$250M nonprofits • Source year 2022

Net Margin

4th percentile

-120%

Higher net margin than 4% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2022 filings • $100M-$250M nonprofits • Source year 2022

Asset Growth

33rd percentile

-5.7%

Faster asset growth than 33% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-75%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Assets

Down

$244,349,364

Down $14,732,816 (-5.7%) from 2021

Net Assets

Down

$244,349,364

Down $14,732,816 (-5.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$12,271,453

Down $36,462,793 (-75%) from 2021

Expenses

Up

$27,004,269

Up $5,720,538 (+27%) from 2021

Net Income

Down

-$14,732,816

Down $42,183,331 (-154%) from 2021

Historical Trend

Balance Sheet Trend

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

$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

2022

Assets$244,349,364
Liabilities$0
Net Assets$244,349,364

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$12,271,453
Expenses$27,004,269
Net Income-$14,732,816
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
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
2475 HANOVER STREET SUITE 100, PALO ALTO, CA 94304

Signing Officer

Name
Kavitark R Shriram
Title
President
Phone
6503132000
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Rosewood Family Advisors LLP
Address
2475 Hanover Street Ste 100, Palo Alto, CA 94304
Preparer
Cristina Rosado
Phone
6503132000
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0696625
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09219234
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt021102380
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt021102380
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04623143
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04654526
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-14732816
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt070316669
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0228940
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0309018
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07014962
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09495053
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01820336
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02011893
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0382857
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0601965
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02216165
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02216165
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0116427
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0668188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt021450692
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04730181
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt027004269
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt014225234
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012271453
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0348312
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04730181
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05901889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt025622577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt139211784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3452307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19866515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt212558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3243838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4243838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5243838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-4040102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19509852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt212558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt021582475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt148721636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt212558
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/PropertyDesc2MAKENA CONTINGENT CAPITAL ACCOUNT - SEC 731(A) GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09219234
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-14732816
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0244349364
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0259082180
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0244349364
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt022028290
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt022028290
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt022028290
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt022160271
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0131981
IRS990PF/DistributableAmountGrp/TotalTaxAmt0131981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0333516
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0365497
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0100000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0131981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0333516
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0131981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0131981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0465497
IRS990PF/FMVAssetsEOYAmt0395287898
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt021300407
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05662289
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05662289
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt013719996
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt013766591
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt012795088
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0125185379
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0106429392
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0204160392
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt074294585
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt095304229
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0150716606
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0259082180
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0244349364
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0259082180
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0244349364
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0395287898
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0259082180
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0244349364
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0259082180
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0244349364
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt024581813
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt023186863
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt021953523
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0449954737
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010704169
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0293059437
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06749321
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0146191131
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt022160271
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0443205416
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0449954737
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ROSEWOOD FAMILY ADVISORS LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0639125
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0TAX, ACCTG & INV MGT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02475 HANOVER STREET SUITE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094304
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

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