Civic Intelligence

Stephen and Mary Graves Family Foundation

990PF • Fiscal year 2020 • EIN 26-0396736

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
3746 Hadley Hill DriveSanta Rosa, CA 95404

(707) 480-2492

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.04x

Higher debt load relative to assets than 72% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

99th percentile

5.92x

Higher debt load relative to revenue than 99% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

4th percentile

-591%

Higher net margin than 4% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-42%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$305,901

Up $30 (+0.0%) from 2019

Net Assets

Down

$294,329

Down $11,542 (-3.8%) from 2019

Liabilities

Up

$11,572

Up $11,572 from 2019

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin4th percentile

Revenue

Down

$1,954

Down $1,401 (-42%) from 2019

Expenses

Down

$13,496

Down $5,276 (-28%) from 2019

Net Income

Up

-$11,542

Up $3,875 (+25%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$600K$400K$200K$0Assets 2013: $138,792Liabilities 2013: $3Net Assets 2013: $138,7892013Assets 2014: $559,434Liabilities 2014: $6,687Net Assets 2014: $552,7472014Assets 2015: $414,080Liabilities 2015: $114Net Assets 2015: $413,9662015Assets 2016: $478,578Liabilities 2016: $112Net Assets 2016: $478,4662016Assets 2017: $374,556Liabilities 2017: $0Net Assets 2017: $374,5562017Assets 2018: $321,288Liabilities 2018: $0Net Assets 2018: $321,2882018Assets 2019: $305,871Liabilities 2019: $0Net Assets 2019: $305,8712019Assets 2020: $305,901Liabilities 2020: $11,572Net Assets 2020: $294,3292020Assets 2021: $140,092Liabilities 2021: $0Net Assets 2021: $140,0922021Assets 2022: $263,556Liabilities 2022: $0Net Assets 2022: $263,5562022Assets 2023: $126,408Liabilities 2023: $0Net Assets 2023: $126,4082023Assets 2024: $73,851Liabilities 2024: $170Net Assets 2024: $73,6812024

Highlighted filing

2020

Assets$305,901
Liabilities$11,572
Net Assets$294,329
Open 2020 Filing

Operations Trend

Revenue Growth27th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $9,285Expenses 2013: $226,970Net Income 2013: -$217,6852013Revenue 2014: $1,065,396Expenses 2014: $651,438Net Income 2014: $413,9582014Revenue 2015: $20,876Expenses 2015: $156,921Net Income 2015: -$136,0452015Revenue 2016: $203,253Expenses 2016: $132,516Net Income 2016: $70,7372016Revenue 2017: $9,719Expenses 2017: $113,629Net Income 2017: -$103,9102017Revenue 2018: $34,533Expenses 2018: $87,801Net Income 2018: -$53,2682018Revenue 2019: $3,355Expenses 2019: $18,772Net Income 2019: -$15,4172019Revenue 2020: $1,954Expenses 2020: $13,496Net Income 2020: -$11,5422020Revenue 2021: -$136,256Expenses 2021: $17,981Net Income 2021: -$154,2372021Revenue 2022: $201,018Expenses 2022: $77,554Net Income 2022: $123,4642022Revenue 2023: $10,013Expenses 2023: $147,161Net Income 2023: -$137,1482023Revenue 2024: $4,965Expenses 2024: $57,692Net Income 2024: -$52,7272024

Highlighted filing

2020

Revenue$1,954
Expenses$13,496
Net Income-$11,542
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY GRAVESPresident & CEOPT$0--
BROOKE RICHARDSSecretary-$0--
STEPHEN GRAVESCFO-$0--
Filing and Contact Details

Filer

Filer Name
Stephen and Mary Graves Family
EIN
26-0396736
Phone
7074802492
Address
3746 Hadley Hill Drive, Santa Rosa, CA 95404

Signing Officer

Name
Mary Graves
Title
President
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Tamara Figlar CPA
Address
1049 4th St Ste F, Santa Rosa, CA 95404
Preparer
Tamara L Figlar
Phone
7079224850
Raw XML Appendix290 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/TitleTxt0President & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CFO
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0572546
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/BookValueAmt0261982
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0261982
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0261982
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt031
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11176
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1TO BE REIMBURSED
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt045
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11176
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt046
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11176
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE EXPENSES OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1EXPENSES RELATED TO LAND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TRAVEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15611
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt237
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0BORROWED FUNDS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt011572
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0720
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MORGAN STANLEY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY GRAVES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stephen and Mary Graves Family
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0260396736
ReturnHeader/Filer/PhoneNum07074802492
ReturnHeader/Filer/USAddress/AddressLine1Txt03746 Hadley Hill Drive
ReturnHeader/Filer/USAddress/CityNm0Santa Rosa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095404
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843358270
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tamara Figlar CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01049 4th St Ste F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Rosa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095404
ReturnHeader/PreparerPersonGrp/PhoneNum07079224850
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tamara L Figlar
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T13:49:15-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRAVES
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$305,901
Liabilities
$11,572
Net assets
$294,329
Revenue
$1,954
Expenses
$13,496
Net income
-$11,542
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.06$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.01$0.15$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.20$0.08$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.14$0.02$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.31$0.01$0.29$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.00$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.03$0.09$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.01$0.11$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.20$0.13$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.02$0.16$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.01$0.55$1.07$0.65$0.41
2013Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01$0.23$0.22