Civic Intelligence

The Friedheim Foundation

990PF • Fiscal year 2016 • EIN 20-1963065

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 24, 2017

Organization Profile
2036 Emerald StreetSan Diego, CA 92109

(858) 453-0626

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-4583%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

77th percentile

$1,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 854.7% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

42nd percentile

-1.8%

Faster asset growth than 42% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-97%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$64,633

Down $1,196 (-1.8%) from 2015

Net Assets

Down

$64,633

Down $1,196 (-1.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Down

$117

Down $3,534 (-97%) from 2015

Expenses

Down

$5,479

Down $4,555 (-45%) from 2015

Net Income

Up

-$5,362

Up $1,021 (+16%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$100K$50K$0Assets 2011: $46,240Liabilities 2011: $02011Assets 2012: $31,177Liabilities 2012: $02012Assets 2013: $45,487Liabilities 2013: $0Net Assets 2013: $45,4872013Assets 2014: $55,666Liabilities 2014: $0Net Assets 2014: $55,6662014Assets 2015: $65,829Liabilities 2015: $0Net Assets 2015: $65,8292015Assets 2016: $64,633Liabilities 2016: $0Net Assets 2016: $64,6332016Assets 2017: $89,187Liabilities 2017: $0Net Assets 2017: $89,1872017Assets 2018: $67,807Liabilities 2018: $0Net Assets 2018: $67,8072018Assets 2019: $58,510Liabilities 2019: $0Net Assets 2019: $58,5102019Assets 2020: $54,378Liabilities 2020: $0Net Assets 2020: $54,3782020Assets 2021: $65,646Liabilities 2021: $0Net Assets 2021: $65,6462021Assets 2022: $48,306Liabilities 2022: $0Net Assets 2022: $48,3062022Assets 2023: $55,186Liabilities 2023: $0Net Assets 2023: $55,1862023Assets 2024: $63,939Liabilities 2024: $0Net Assets 2024: $63,9392024

Highlighted filing

2016

Assets$64,633
Liabilities$0
Net Assets$64,633
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2011: $41Expenses 2011: $6,984Net Income 2011: -$6,9432011Revenue 2012: $2,514Expenses 2012: $4,140Net Income 2012: -$1,6262012Revenue 2013: $679Expenses 2013: $3,209Net Income 2013: -$2,5302013Revenue 2014: $1,826Expenses 2014: $3,675Net Income 2014: -$1,8492014Revenue 2015: $3,651Expenses 2015: $10,034Net Income 2015: -$6,3832015Revenue 2016: $117Expenses 2016: $5,479Net Income 2016: -$5,3622016Revenue 2017: $2,528Expenses 2017: $2,332Net Income 2017: $1962017Revenue 2018: $34Expenses 2018: $5,772Net Income 2018: -$5,7382018Revenue 2019: -$817Expenses 2019: $8,480Net Income 2019: -$9,2972019Revenue 2020: $910Expenses 2020: $8,685Net Income 2020: -$7,7752020Revenue 2021: $1,005Expenses 2021: $4,090Net Income 2021: -$3,0852021Revenue 2022: $231Expenses 2022: $3,958Net Income 2022: -$3,7272022Revenue 2023: $505Expenses 2023: $3,091Net Income 2023: -$2,5862023Revenue 2024: $999Expenses 2024: $3,470Net Income 2024: -$2,4712024

Highlighted filing

2016

Revenue$117
Expenses$5,479
Net Income-$5,362
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 24, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Max FriedheimPresident-$1,000-$1,000
Bryan FriedheimDirector-$0--
Scott FriedheimCFO-$0--
Marc FriedheimSecretary-$0--
Kevin FriedheimDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Friedheim Foundation
EIN
20-1963065
Phone
8584530626
Address
2036 Emerald Street, San Diego, CA 92109

Signing Officer

Name
Max Friedheim
Title
President
Phone
8584530626
Signed
2017-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Redfern & Company
Address
631 3rd Street Suite 102, Encinitas, CA 92024
Preparer
Erin S Maffia CPA PFS
Phone
7606341120
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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Max Friedheim
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Bryan Friedheim
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Scott Friedheim
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Marc Friedheim
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Kevin Friedheim
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Armstrong Fisch Tutoli
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06050 Santo Road Suite 240
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0San Diego
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0921246101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08584530626
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Max Friedheim
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HUNTINGTON DISEASE SOCIETY OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 19524
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092150
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03232
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03286
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03286
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01806
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0353
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04140
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04658
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04658
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07476
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0751
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01806
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0353
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0426
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04140
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04037
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0751
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012134
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011383
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05800
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02015 CHECKS CLEARED IN 2016
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04232
OtherIncreasesSchedule/OtherIncreasesDetail/Amt15734
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNCLEARED CHECK WRITTEN IN 2016
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED GAINS ON INVESTMENTS
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt137
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISSE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt05
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Max Friedheim
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08584530626
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Friedheim Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FRIE
ReturnHeader/Filer/EIN0201963065
ReturnHeader/Filer/PhoneNum08584530626
ReturnHeader/Filer/USAddress/AddressLine1Txt02036 Emerald Street
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092109
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09C177214207BB976E470D63CD8491D02A6973DF0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09C177214207BB976E470D63CD8491D02A6973DF0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.191.174.46
ReturnHeader/FilingSecurityInformation/IPDt02017-04-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:34:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208295356
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Redfern & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0631 3rd Street Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Encinitas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092024
ReturnHeader/PreparerPersonGrp/PhoneNum07606341120
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Erin S Maffia CPA PFS
ReturnHeader/ReturnTs02017-05-01T15:17:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,633
Liabilities
$0
Net assets
$64,633
Revenue
$117
Expenses
$5,479
Net income
-$5,362
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$63.9$0.00$63.9$1.00$3.47$2.47
2023Detailed filing. Detailed filing data is available for this year.$55.2$0.00$55.2$0.51$3.09$2.59
2022Detailed filing. Detailed filing data is available for this year.$48.3$0.00$48.3$0.23$3.96$3.73
2021Detailed filing. Detailed filing data is available for this year.$65.6$0.00$65.6$1.01$4.09$3.09
2020Detailed filing. Detailed filing data is available for this year.$54.4$0.00$54.4$0.91$8.69$7.78
2019Detailed filing. Detailed filing data is available for this year.$58.5$0.00$58.5$0.82$8.48$9.30
2018Detailed filing. Detailed filing data is available for this year.$67.8$0.00$67.8$0.03$5.77$5.74
2017Detailed filing. Detailed filing data is available for this year.$89.2$0.00$89.2$2.53$2.33$0.20
2016Detailed filing. Detailed filing data is available for this year.$64.6$0.00$64.6$0.12$5.48$5.36
2015Detailed filing. Detailed filing data is available for this year.$65.8$0.00$65.8$3.65$10.0$6.38
2014Detailed filing. Detailed filing data is available for this year.$55.7$0.00$55.7$1.83$3.68$1.85
2013Detailed filing. Detailed filing data is available for this year.$45.5$0.00$45.5$0.68$3.21$2.53
2012Summary only. Only limited summary data is available for this year.$31.2$0.00$2.51$4.14$1.63
2011Summary only. Only limited summary data is available for this year.$46.2$0.00$0.04$6.98$6.94