Civic Intelligence

Adelle Davis Foundation

990PF • Fiscal year 2023 • EIN 23-7262117

Jul 01, 2022 to Jun 30, 2023 • Filed on May 30, 2024

PO Box 40287Santa Barbara, CA 93140

(805) 845-6507

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

4th percentile

-356%

Higher net margin than 4% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

90th percentile

$31,472

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 232.5% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

23rd percentile

-18%

Faster asset growth than 23% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-47%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$212,789

Down $48,213 (-18%) from 2022

Net Assets

Down

$212,789

Down $48,213 (-18%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$13,535

Down $11,872 (-47%) from 2022

Expenses

Down

$61,748

Down $4,585 (-6.9%) from 2022

Net Income

Down

-$48,213

Down $7,287 (-18%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2016: $428,310Liabilities 2016: $2,695Net Assets 2016: $425,6152016Assets 2017: $369,486Liabilities 2017: $2,695Net Assets 2017: $366,7912017Assets 2018: $409,006Liabilities 2018: $2,705Net Assets 2018: $406,3012018Assets 2019: $363,883Liabilities 2019: $6,277Net Assets 2019: $357,6062019Assets 2020: $314,315Liabilities 2020: $0Net Assets 2020: $314,3152020Assets 2021: $301,928Liabilities 2021: $0Net Assets 2021: $301,9282021Assets 2022: $261,002Liabilities 2022: $0Net Assets 2022: $261,0022022Assets 2023: $212,789Liabilities 2023: $0Net Assets 2023: $212,7892023Assets 2024: $183,892Liabilities 2024: $0Net Assets 2024: $183,8922024

Highlighted filing

2023

Assets$212,789
Liabilities$0
Net Assets$212,789

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2016: $36,118Expenses 2016: $87,359Net Income 2016: -$51,2412016Revenue 2017: $19,888Expenses 2017: $78,712Net Income 2017: -$58,8242017Revenue 2018: $116,111Expenses 2018: $76,601Net Income 2018: $39,5102018Revenue 2019: $28,379Expenses 2019: $77,074Net Income 2019: -$48,6952019Revenue 2020: $27,459Expenses 2020: $70,750Net Income 2020: -$43,2912020Revenue 2021: $59,590Expenses 2021: $71,977Net Income 2021: -$12,3872021Revenue 2022: $25,407Expenses 2022: $66,333Net Income 2022: -$40,9262022Revenue 2023: $13,535Expenses 2023: $61,748Net Income 2023: -$48,2132023Revenue 2024: $39,530Expenses 2024: $68,427Net Income 2024: -$28,8972024

Highlighted filing

2023

Revenue$13,535
Expenses$61,748
Net Income-$48,213
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 30, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELOISE DILLINGManagerFT$31,472-$31,472
GABE DOMINOCIELODirector-$0--
DENNIS MERENBACHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Adelle Davis Foundation
EIN
23-7262117
Phone
8058456507
Address
PO BOX 40287, SANTA BARBARA, CA 93140

Signing Officer

Name
Eloise Dilling
Title
Manager
Phone
8058456507
Signed
2024-05-30
Discuss with paid preparer
Yes

Preparer

Firm
Goodland CPA
Address
735 STATE ST STE 512, SANTA BARBARA, CA 93101
Preparer
Fabio De Oliveira
Phone
8056995255
Raw XML Appendix388 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 40287
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA BARBARA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093140
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08058456507
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION PROVIDES GRANTS TO UNIVERSITIES TO SUPPORT PROGRAMS OF EDUCATION AND DEVELOPMENTAL ACTIVITIES RELATED TO THE FIELD OF NUTRITION. THE FOUNDATION THROUGH THE UNIVERSITIES GRANTS SCHOLARSHIPS TO QUALIFIED UNDERGRADUATE AND POSTGRADUATE STUDENTS MAJORING IN NUTRITIONAL SCIENCE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HEALTH AND WELLNESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CAL STATE LA UAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SBCC FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PARC CENTER FOR DISABILITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05151 STATE UNIVERSITY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1721 CLIFF DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23190 TYRON BOULEVARD NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ST PETERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233710
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09000
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/AppliedToCurrentYearAmt0788
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0788
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt035766
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt036374
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015436
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014580
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014580
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0129826
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt031321
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035766
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt036374
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010929
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015436
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032109
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt031321
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0144406
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0113085
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TELEPHONE & INTERNET
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01416
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12346
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2831
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01416
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12347
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2830
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02833
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14695
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21661
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0727
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ADELLE DAVIS BOOKS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0727
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06557
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06557
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt02499
TaxesSchedule/TaxesDetail/Amt154
TaxesSchedule/TaxesDetail/Amt236
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt2CA FTB
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01249
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt125
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt236
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01250
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELOISE DILLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum08058456507
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADELLE DAVIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ADEL
ReturnHeader/Filer/EIN0237262117
ReturnHeader/Filer/PhoneNum08058456507
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 40287
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093140
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0922025724
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOODLAND CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0735 STATE ST STE 512
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08056995255
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FABIO DE OLIVEIRA
ReturnHeader/ReturnTs02024-05-30T12:56:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELOISE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DILLING
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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