Civic Intelligence

Jose G Duarte Foundation

EIN 26-1222662 • Pasadena, CA

1165 S Oak Knoll AvenuePasadena, CA 91106-4440
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

25th percentile

0.00x

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

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

Net Margin

75th percentile

27%

Higher net margin than 75% of similar nonprofits.

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

Top Officer Pay

34th percentile

$5,000

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

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

Asset Growth

49th percentile

3.2%

Faster asset growth than 49% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

78%

Faster revenue growth than 84% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,472,079

Up $264,419 (+3.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$8,472,079

Up $264,419 (+3.2%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin75th percentile

Revenue

Up

$654,930

Up $287,700 (+78%) from 2023

Expenses

Down

$480,302

Down $28,684 (-5.6%) from 2023

Net Income

Up

$174,628

Up $316,384 (+223%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$10M$5.0M$0Assets 2010: $6,050,335Liabilities 2010: $0Net Assets 2010: $6,050,3352010Assets 2013: $6,520,373Liabilities 2013: $0Net Assets 2013: $6,520,3732013Assets 2014: $6,581,131Liabilities 2014: $0Net Assets 2014: $6,581,1312014Assets 2015: $6,612,230Liabilities 2015: $0Net Assets 2015: $6,612,2302015Assets 2016: $6,536,469Liabilities 2016: $0Net Assets 2016: $6,536,4692016Assets 2017: $6,687,074Liabilities 2017: $0Net Assets 2017: $6,687,0742017Assets 2018: $6,717,836Liabilities 2018: $0Net Assets 2018: $6,717,8362018Assets 2019: $6,724,805Liabilities 2019: $0Net Assets 2019: $6,724,8052019Assets 2020: $8,733,657Liabilities 2020: $0Net Assets 2020: $8,733,6572020Assets 2021: $9,333,735Liabilities 2021: $0Net Assets 2021: $9,333,7352021Assets 2022: $7,726,296Liabilities 2022: $0Net Assets 2022: $7,726,2962022Assets 2023: $8,207,660Liabilities 2023: $0Net Assets 2023: $8,207,6602023Assets 2024: $8,472,079Liabilities 2024: $0Net Assets 2024: $8,472,0792024

Highlighted filing

2024

Assets$8,472,079
Liabilities$0
Net Assets$8,472,079
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $351,7722010Revenue 2013: $604,706Expenses 2013: $433,414Net Income 2013: $171,2922013Revenue 2014: $524,663Expenses 2014: $446,835Net Income 2014: $77,8282014Revenue 2015: $516,174Expenses 2015: $467,901Net Income 2015: $48,2732015Revenue 2016: $403,741Expenses 2016: $463,505Net Income 2016: -$59,7642016Revenue 2017: $615,640Expenses 2017: $453,333Net Income 2017: $162,3072017Revenue 2018: $545,872Expenses 2018: $506,908Net Income 2018: $38,9642018Revenue 2019: $487,071Expenses 2019: $477,728Net Income 2019: $9,3432019Revenue 2020: $719,042Expenses 2020: $437,621Net Income 2020: $281,4212020Revenue 2021: $903,712Expenses 2021: $500,794Net Income 2021: $402,9182021Revenue 2022: $635,758Expenses 2022: $554,024Net Income 2022: $81,7342022Revenue 2023: $367,230Expenses 2023: $508,986Net Income 2023: -$141,7562023Revenue 2024: $654,930Expenses 2024: $480,302Net Income 2024: $174,6282024

Highlighted filing

2024

Revenue$654,930
Expenses$480,302
Net Income$174,628
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$8,472,079
Liabilities
$0
Net assets
$8,472,079
Revenue
$654,930
Expenses
$480,302
Net income
$174,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.47$0.00$8.47$0.65$0.48$0.17
2023Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$0.37$0.51$0.14
2022Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.64$0.55$0.08
2021Detailed filing. Detailed filing data is available for this year.$9.33$0.00$9.33$0.90$0.50$0.40
2020Detailed filing. Detailed filing data is available for this year.$8.73$0.00$8.73$0.72$0.44$0.28
2019Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.49$0.48$0.01
2018Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.55$0.51$0.04
2017Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.62$0.45$0.16
2016Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.40$0.46$0.06
2015Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.52$0.47$0.05
2014Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.52$0.45$0.08
2013Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.60$0.43$0.17
2010Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA ROMERO IBARRADirector-$5,000-$5,000
ROBERTO DUARTE FERNANDEZDirector-$5,000-$5,000
ALBERTO EDUARDO DUARTE FERNANDEZDirector-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
Jose G Duarte Foundation
EIN
26-1222662
Phone
5627430231
Address
1165 S OAK KNOLL AVENUE, PASADENA, CA 91106-4440

Signing Officer

Name
Martha Romero Ibarra
Title
Director
Phone
5627430231
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
6 S PATTERSON BLVD, DAYTON, OH 45402
Preparer
Karen O Crim
Phone
9372980201
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