Civic Intelligence

Fillman Foundation

EIN 23-7065681 • Fair Oaks, CA

PO Box 459Fair Oaks, CA 95628
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

60th percentile

7.0%

Higher net margin than 60% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

58th percentile

0.6%

Faster asset growth than 58% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

27th percentile

-30%

Faster revenue growth than 27% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$17,708

Up $112 (+0.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$17,708

Up $112 (+0.6%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin60th percentile

Revenue

Down

$1,598

Down $675 (-30%) from 2024

Expenses

Down

$1,486

Down $14,947 (-91%) from 2024

Net Income

Up

$112

Up $14,272 (+101%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$40K$30K$20K$10K$0Assets 2021: $12,649Liabilities 2021: $0Net Assets 2021: $12,6492021Assets 2022: $14,720Liabilities 2022: $0Net Assets 2022: $14,7202022Assets 2023: $31,756Liabilities 2023: $0Net Assets 2023: $31,7562023Assets 2024: $17,596Liabilities 2024: $0Net Assets 2024: $17,5962024Assets 2025: $17,708Liabilities 2025: $0Net Assets 2025: $17,7082025

Highlighted filing

2025

Assets$17,708
Liabilities$0
Net Assets$17,708
Open 2025 Filing

Operations Trend

Revenue Growth27th percentile

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

$20K$10K$0-$10K-$20KRevenue 2021: $12,296Expenses 2021: $12,010Net Income 2021: $2862021Revenue 2022: $10,071Expenses 2022: $8,000Net Income 2022: $2,0712022Revenue 2023: $18,561Expenses 2023: $1,525Net Income 2023: $17,0362023Revenue 2024: $2,273Expenses 2024: $16,433Net Income 2024: -$14,1602024Revenue 2025: $1,598Expenses 2025: $1,486Net Income 2025: $1122025

Highlighted filing

2025

Revenue$1,598
Expenses$1,486
Net Income$112
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,708
Liabilities
$0
Net assets
$17,708
Revenue
$1,598
Expenses
$1,486
Net income
$112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.60$1.49$0.11
2024Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$2.27$16.4$14.2
2023Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$18.6$1.53$17.0
2022Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$10.1$8.00$2.07
2021Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$12.3$12.0$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald L FillmanTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Fillman Foundation
EIN
23-7065681
Phone
9166314379
Address
PO Box 459, Fair Oaks, CA 95628

Signing Officer

Name
Donald L Fillman
Title
Trustee
Signed
2025-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Mora Chapman CPAs
Address
3941 Park Dr Ste 20 PMB 729, El Dorado Hills, CA 95762
Preparer
Alison Mora CPA MST
Phone
9166357421
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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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