Civic Intelligence

Kirby Foundation

990PF • Fiscal year 2023 • EIN 20-5146083

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 08, 2024

Organization Profile
316 Spruce StreetHalf Moon Bay, CA 94019

(805) 617-9692

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

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

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

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

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

21st percentile

$15,000

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

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

Asset Growth

78th percentile

17%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

97th percentile

411%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$25,596,646

Up $3,650,206 (+17%) from 2022

Net Assets

Up

$25,581,542

Up $3,676,765 (+17%) from 2022

Liabilities

Down

$15,104

Down $26,559 (-64%) from 2022

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin89th percentile

Revenue

Up

$2,391,398

Up $1,923,372 (+411%) from 2022

Expenses

Up

$1,190,382

Up $1,054,864 (+778%) from 2022

Net Income

Up

$1,201,016

Up $868,508 (+261%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$30M$20M$10M$0Assets 2011: $8,583,618Liabilities 2011: $02011Assets 2012: $8,271,979Liabilities 2012: $02012Assets 2013: $7,919,732Liabilities 2013: $02013Assets 2014: $7,284,856Liabilities 2014: $0Net Assets 2014: $7,284,8562014Assets 2015: $6,481,544Liabilities 2015: $0Net Assets 2015: $6,481,5442015Assets 2016: $5,692,387Liabilities 2016: $0Net Assets 2016: $5,692,3872016Assets 2017: $5,274,869Liabilities 2017: $0Net Assets 2017: $5,274,8692017Assets 2018: $4,989,193Liabilities 2018: $0Net Assets 2018: $4,989,1932018Assets 2019: $4,088,002Liabilities 2019: $0Net Assets 2019: $4,088,0022019Assets 2020: $828,530Liabilities 2020: $0Net Assets 2020: $828,5302020Assets 2021: $21,186,567Liabilities 2021: $36,836Net Assets 2021: $21,149,7312021Assets 2022: $21,946,440Liabilities 2022: $41,663Net Assets 2022: $21,904,7772022Assets 2023: $25,596,646Liabilities 2023: $15,104Net Assets 2023: $25,581,5422023Assets 2024: $28,845,836Liabilities 2024: $3,300Net Assets 2024: $28,842,5362024

Highlighted filing

2023

Assets$25,596,646
Liabilities$15,104
Net Assets$25,581,542
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $525,000Expenses 2011: $0Net Income 2011: $525,0002011Revenue 2012: $256,913Expenses 2012: $568,552Net Income 2012: -$311,6392012Revenue 2013: $268,304Expenses 2013: $620,551Net Income 2013: -$352,2472013Revenue 2014: $434,938Expenses 2014: $1,069,814Net Income 2014: -$634,8762014Revenue 2015: $265,163Expenses 2015: $1,068,475Net Income 2015: -$803,3122015Revenue 2016: $282,108Expenses 2016: $1,071,265Net Income 2016: -$789,1572016Revenue 2017: $631,183Expenses 2017: $1,048,701Net Income 2017: -$417,5182017Revenue 2018: $867,492Expenses 2018: $1,153,168Net Income 2018: -$285,6762018Revenue 2019: $190,667Expenses 2019: $1,091,858Net Income 2019: -$901,1912019Revenue 2020: $241,487Expenses 2020: $3,500,959Net Income 2020: -$3,259,4722020Revenue 2021: $20,055,344Expenses 2021: $144,877Net Income 2021: $19,910,4672021Revenue 2022: $468,026Expenses 2022: $135,518Net Income 2022: $332,5082022Revenue 2023: $2,391,398Expenses 2023: $1,190,382Net Income 2023: $1,201,0162023Revenue 2024: $2,987,430Expenses 2024: $1,439,612Net Income 2024: $1,547,8182024

Highlighted filing

2023

Revenue$2,391,398
Expenses$1,190,382
Net Income$1,201,016
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 8, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREL FRANCISPresidentPT$15,000-$15,000
ROBIN KIRBYTreasurerPT$15,000-$15,000
LISA GIBBSSecretaryPT$15,000-$15,000
SCOTT KIRBYDirectorPT$15,000-$15,000
Filing and Contact Details

Filer

Filer Name
Kirby Foundation
EIN
20-5146083
Phone
8056179692
Address
316 SPRUCE STREET, HALF MOON BAY, CA 94019

Signing Officer

Name
Robin Kriby
Title
Treasurer
Phone
8056179692
Signed
2024-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Bollus Lynch Llp
Address
89 SHREWSBURY STREET, WORCESTER, MA 01604
Preparer
Michael Bollus
Phone
5087557107
Raw XML Appendix331 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04800
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0532605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0532605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SCHWAB EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt024986883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CAPITAL GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt024986883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0131848
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-259838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1543160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-259838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1543160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01757379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1543160
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SECURITIES SOLD
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0283322
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt025581542
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01159087
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01159087
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01159087
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01170749
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011662
IRS990PF/DistributableAmountGrp/TotalTaxAmt011662
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07750
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0679
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07750
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt086520
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0698113
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt025596646
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt041663
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt015104
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt021946440
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt023771544
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LAUREL FRANCIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBIN KIRBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LISA GIBBS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SCOTT KIRBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1POST OFFICE BOX 1347
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2POST OFFICE BOX 1347
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3POST OFFICE BOX 1347
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WILMINGTON
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01159087
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0659465
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0704863
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt021059
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0683804
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04010629
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06789
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03344375
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0659465
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01138028
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0555 SAINT CHARLES DRIVE STE 200
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12101
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PAYROLL FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt12101
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt046354
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN KRIBY
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ReturnHeader/BusinessOfficerGrp/PhoneNum08056179692
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KIRBY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MNAT-T PULSIFER
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ReturnHeader/Filer/PhoneNum08056179692
ReturnHeader/Filer/USAddress/AddressLine1Txt0316 SPRUCE STREET
ReturnHeader/Filer/USAddress/CityNm0HALF MOON BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094019
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043037870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOLLUS LYNCH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt089 SHREWSBURY STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001604
ReturnHeader/PreparerPersonGrp/PhoneNum05087557107
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL BOLLUS
ReturnHeader/ReturnTs02024-07-08T13:57:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KRIBY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$25,596,646
Liabilities
$15,104
Net assets
$25,581,542
Revenue
$2,391,398
Expenses
$1,190,382
Net income
$1,201,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$2.99$1.44$1.55
2023Detailed filing. Detailed filing data is available for this year.$25.6$0.02$25.6$2.39$1.19$1.20
2022Detailed filing. Detailed filing data is available for this year.$21.9$0.04$21.9$0.47$0.14$0.33
2021Detailed filing. Detailed filing data is available for this year.$21.2$0.04$21.1$20.1$0.14$19.9
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.24$3.50$3.26
2019Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.19$1.09$0.90
2018Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.87$1.15$0.29
2017Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.63$1.05$0.42
2016Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.28$1.07$0.79
2015Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.27$1.07$0.80
2014Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.43$1.07$0.63
2013Summary only. Only limited summary data is available for this year.$7.92$0.00$0.27$0.62$0.35
2012Summary only. Only limited summary data is available for this year.$8.27$0.00$0.26$0.57$0.31
2011Summary only. Only limited summary data is available for this year.$8.58$0.00$0.53$0.00$0.53