Civic Intelligence

The Stephen Philibosian Foundation

EIN 23-7029751 • Indian Wells, CA

46-930 W Eldorado DrIndian Wells, CA 92210
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

54th percentile

7.3%

Higher net margin than 54% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

43rd percentile

1.7%

Faster asset growth than 43% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

12th percentile

-28%

Faster revenue growth than 12% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,659,414

Up $45,481 (+0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,659,414

Up $45,481 (+0.7%) from 2023

Operations
Liabilities / Revenue22nd percentileNet Margin54th percentile

Revenue

Down

$511,250

Down $174,442 (-25%) from 2023

Expenses

Down

$473,796

Down $96,231 (-17%) from 2023

Net Income

Down

$37,454

Down $78,211 (-68%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,835,223Liabilities 2011: $0Net Assets 2011: $6,835,2232011Assets 2012: $6,688,083Liabilities 2012: $0Net Assets 2012: $6,688,0832012Assets 2013: $6,334,502Liabilities 2013: $0Net Assets 2013: $6,334,5022013Assets 2014: $6,325,131Liabilities 2014: $0Net Assets 2014: $6,325,1312014Assets 2015: $5,871,337Liabilities 2015: $0Net Assets 2015: $5,871,3372015Assets 2016: $5,628,964Liabilities 2016: $0Net Assets 2016: $5,628,9642016Assets 2017: $5,226,585Liabilities 2017: $0Net Assets 2017: $5,226,5852017Assets 2018: $5,107,000Liabilities 2018: $0Net Assets 2018: $5,107,0002018Assets 2019: $5,346,862Liabilities 2019: $2,792Net Assets 2019: $5,344,0702019Assets 2020: $5,692,772Liabilities 2020: $0Net Assets 2020: $5,692,7722020Assets 2021: $6,019,438Liabilities 2021: $0Net Assets 2021: $6,019,4382021Assets 2022: $6,441,631Liabilities 2022: $0Net Assets 2022: $6,441,6312022Assets 2023: $6,613,933Liabilities 2023: $0Net Assets 2023: $6,613,9332023Assets 2024: $6,659,414Liabilities 2024: $0Net Assets 2024: $6,659,4142024

Highlighted filing

2024

Assets$6,659,414
Liabilities$0
Net Assets$6,659,414
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $713,6032011Expenses 2012: $645,3912012Revenue 2013: $372,303Expenses 2013: $720,272Net Income 2013: -$347,9692013Revenue 2014: $684,454Expenses 2014: $692,899Net Income 2014: -$8,4452014Revenue 2015: $245,934Expenses 2015: $667,287Net Income 2015: -$421,3532015Revenue 2016: $405,757Expenses 2016: $658,545Net Income 2016: -$252,7882016Revenue 2017: $315,884Expenses 2017: $909,753Net Income 2017: -$593,8692017Revenue 2018: $508,575Expenses 2018: $696,776Net Income 2018: -$188,2012018Revenue 2019: $660,702Expenses 2019: $543,426Net Income 2019: $117,2762019Revenue 2020: $679,858Expenses 2020: $432,193Net Income 2020: $247,6652020Revenue 2021: $721,794Expenses 2021: $390,521Net Income 2021: $331,2732021Revenue 2022: $987,327Expenses 2022: $552,877Net Income 2022: $434,4502022Revenue 2023: $685,692Expenses 2023: $570,027Net Income 2023: $115,6652023Revenue 2024: $511,250Expenses 2024: $473,796Net Income 2024: $37,4542024

Highlighted filing

2024

Revenue$511,250
Expenses$473,796
Net Income$37,454
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,659,414
Liabilities
$0
Net assets
$6,659,414
Revenue
$511,250
Expenses
$473,796
Net income
$37,454
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.51$0.47$0.04
2023Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.69$0.57$0.12
2022Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$0.99$0.55$0.43
2021Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.72$0.39$0.33
2020Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.68$0.43$0.25
2019Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.34$0.66$0.54$0.12
2018Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.51$0.70$0.19
2017Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.32$0.91$0.59
2016Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.41$0.66$0.25
2015Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.25$0.67$0.42
2014Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.68$0.69$0.01
2013Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.37$0.72$0.35
2012Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.65
2011Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 29, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOYCE P STEINTrustee-$0--
THOMAS MOMJIANTrustee-$0--
LOUISE DANELIANTrustee-$0--
STEPHANIE LANDESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Stephen Philibosian Foundation
EIN
23-7029751
Phone
7605683920
Address
46-930 W ELDORADO DR, INDIAN WELLS, CA 92210

Signing Officer

Name
Joyce P Stein
Title
Trustee
Phone
7605683920
Signed
2025-05-29
Discuss with paid preparer
Yes

Preparer

Firm
ABEL KRIEGER & WILMETH CPA'S
Address
73-350 EL PASEO SUITE 201, PALM DESERT, CA 92260
Preparer
Robert D Wilmeth Jr
Phone
7603467413
Raw XML Appendix360 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/USAddress/AddressLine1Txt346-650 E EL DORADO DRIVE
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0629172
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0957908
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0629172
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01125684
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt280
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0106
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt113261
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4140
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt61081
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SECRETARY - LAURA TRICKEY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ITT CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2TAX PREP - CPA (AFPS)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt4BOOKKEEPING - KATIE MILLER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt5ED ORETH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt6ELIAS JARESIAN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01000
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt3300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt4175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt51081
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt048440
TaxesSchedule/TaxesDetail/Amt03198
TaxesSchedule/TaxesDetail/Amt11369
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX -3719
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX -3223
TaxesSchedule/TaxesDetail/CategoryTxt2CA RRF-1
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03198
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11369
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOYCE P STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07605683920
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEPHEN PHILIBOSIAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0237029751
ReturnHeader/Filer/PhoneNum07605683920
ReturnHeader/Filer/USAddress/AddressLine1Txt046-930 W ELDORADO DR
ReturnHeader/Filer/USAddress/CityNm0INDIAN WELLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208213206
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ABEL KRIEGER & WILMETH CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt073-350 EL PASEO SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM DESERT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092260
ReturnHeader/PreparerPersonGrp/PhoneNum07603467413
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT D WILMETH JR
ReturnHeader/ReturnTs02025-06-12T15:48:46-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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