Civic Intelligence

Direct Relief Foundation

990T • Fiscal year 2021 • EIN 20-5983698

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

6100 Wallace Becknell RoadSanta Barbara, CA 93117

(805) 964-4767

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2011: $29,553,367Liabilities 2011: $0Net Assets 2011: $29,553,3672011Assets 2012: $31,131,573Liabilities 2012: $3,558,379Net Assets 2012: $27,573,1942012Assets 2013: $30,942,492Liabilities 2013: $1,768,157Net Assets 2013: $29,174,3352013Assets 2014: $34,697,117Liabilities 2014: $2,063,988Net Assets 2014: $32,633,1292014Assets 2015: $40,411,391Liabilities 2015: $2,516,445Net Assets 2015: $37,894,9462015Assets 2016: $47,010,592Liabilities 2016: $4,507,379Net Assets 2016: $42,503,2132016Assets 2017: $40,859,783Liabilities 2017: $2,102,450Net Assets 2017: $38,757,3332017Assets 2018: $46,495,162Liabilities 2018: $4,922,067Net Assets 2018: $41,573,0952018Assets 2019: $54,164,718Liabilities 2019: $2,123,980Net Assets 2019: $52,040,7382019Assets 2020: $48,972,436Liabilities 2020: $9,351,245Net Assets 2020: $39,621,1912020Assets 2021: $77,237,327Liabilities 2021: $9,912,353Net Assets 2021: $67,324,9742021Assets 2022: $73,185,642Liabilities 2022: $9,552,446Net Assets 2022: $63,633,1962022Assets 2023: $77,176,320Liabilities 2023: $5,129,914Net Assets 2023: $72,046,4062023Assets 2024: $88,898,215Liabilities 2024: $7,990,667Net Assets 2024: $80,907,5482024

Latest loaded filing

2024

Assets$88,898,215
Liabilities$7,990,667
Net Assets$80,907,548

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2011: $69,9042011Revenue 2012: $897,176Expenses 2012: $62,019Net Income 2012: $835,1572012Revenue 2013: -$402,430Expenses 2013: $128,127Net Income 2013: -$530,5572013Revenue 2014: $1,880,714Expenses 2014: $184,155Net Income 2014: $1,696,5592014Revenue 2015: $10,112,671Expenses 2015: $3,085,894Net Income 2015: $7,026,7772015Revenue 2016: $11,383,126Expenses 2016: $5,270,798Net Income 2016: $6,112,3282016Revenue 2017: $8,252,049Expenses 2017: $12,563,603Net Income 2017: -$4,311,5542017Revenue 2018: $11,648,036Expenses 2018: $9,957,118Net Income 2018: $1,690,9182018Revenue 2019: $21,743,131Expenses 2019: $11,449,354Net Income 2019: $10,293,7772019Revenue 2020: $3,769,666Expenses 2020: $8,010,865Net Income 2020: -$4,241,1992020Revenue 2021: $23,596,905Expenses 2021: $3,825,736Net Income 2021: $19,771,1692021Revenue 2022: $10,115,405Expenses 2022: $4,000,728Net Income 2022: $6,114,6772022Revenue 2023: $10,659,199Expenses 2023: $3,434,711Net Income 2023: $7,224,4882023Revenue 2024: $6,609,592Expenses 2024: $4,019,629Net Income 2024: $2,589,9632024

Latest loaded filing

2024

Revenue$6,609,592
Expenses$4,019,629
Net Income$2,589,963
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v1.3
Mission and Program Overview

Mission

The foundation is organized to operate solely and exclusively for the benefit of, to support, or to carry out the purposes of direct relief.

Filing and Contact Details

Filer

Filer Name
Direct Relief Foundation
EIN
20-5983698
Phone
8059644767
Address
6100 WALLACE BECKNELL ROAD, SANTA BARBARA, CA 93117

Signing Officer

Name
Jonathan Steiner
Title
VP of Finance, CFO
Phone
8059644767
Signed
2022-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
21700 OXNARD ST STE 300, WOODLAND HILLS, CA 91367
Preparer
Lauren a Haverlock
Phone
8185771900
Raw XML Appendix116 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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IRS1120ScheduleD/Form4797GainOrLossAmt01654
IRS1120ScheduleD/NetCapitalGainAmt04793
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt04793
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0194
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt03139
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0194
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-4
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2STRATEGIC PARTNERS FUND III, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3SEI GLOBAL PRIVATE ASSETS IV, LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt03139
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0COMMONFUND CAPITAL PRIVATE EQUITY PARTNE
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IRS990T/BooksInCareOfDetail/PersonNm0JONATHAN STEINER
IRS990T/BooksInCareOfDetail/PhoneNum08059644767
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt06100 WALLACE BECKNELL ROAD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
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IRS990T/OverpaymentSection/AppliedToESTaxAmt01000
IRS990T/OverpaymentSection/OverpaymentAmt01000
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt04987
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt0600
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
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IRS990TScheduleA/TaxesAndLicensesAmt058
IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0658
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-7601
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-2614
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-2614
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0QUALIFYING INVESTMENT ACTIVITIES
IRS990TScheduleA/UBIBeforeNOLDedAmt0-3272
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-3272
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-3272
IRS990T/TotalUBTIBeforeSection199AAmt0-3272
IRS990T/TotalUBTIComputedAmt0-3272
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
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ReturnHeader/Filer/BusinessNameControlTxt0DIRE
ReturnHeader/Filer/EIN0205983698
ReturnHeader/Filer/PhoneNum08059644767
ReturnHeader/Filer/USAddress/AddressLine1Txt06100 WALLACE BECKNELL ROAD
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093117
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021700 OXNARD ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum08185771900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN A HAVERLOCK
ReturnHeader/ReturnTs02022-05-13T19:50:42-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JONATHAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEINER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$88.9$7.99$80.9$6.61$4.02$2.59
2023Detailed filing. Detailed filing data is available for this year.$77.2$5.13$72.0$10.7$3.43$7.22
2022Detailed filing. Detailed filing data is available for this year.$73.2$9.55$63.6$10.1$4.00$6.11
2021Detailed filing. Detailed filing data is available for this year.$77.2$9.91$67.3$23.6$3.83$19.8
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$49.0$9.35$39.6$3.77$8.01$4.24
2019Detailed filing. Detailed filing data is available for this year.$54.2$2.12$52.0$21.7$11.4$10.3
2018Detailed filing. Detailed filing data is available for this year.$46.5$4.92$41.6$11.6$9.96$1.69
2017Summary only. Only limited summary data is available for this year.$40.9$2.10$38.8$8.25$12.6$4.31
2016Summary only. Only limited summary data is available for this year.$47.0$4.51$42.5$11.4$5.27$6.11
2015Summary only. Only limited summary data is available for this year.$40.4$2.52$37.9$10.1$3.09$7.03
2014Summary only. Only limited summary data is available for this year.$34.7$2.06$32.6$1.88$0.18$1.70
2013Summary only. Only limited summary data is available for this year.$30.9$1.77$29.2$0.40$0.13$0.53
2012Summary only. Only limited summary data is available for this year.$31.1$3.56$27.6$0.90$0.06$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.6$0.00$29.6$0.07