Civic Intelligence

The Perfect Moment Foundation

990PF • Fiscal year 2013 • EIN 26-1608596

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 05, 2014

31755 S Coast Hwy 20292651

(949) 292-6000

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

31st percentile

-4.6%

Higher net margin than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

35th percentile

-1.3%

Faster asset growth than 35% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$3,725,563

Down $48,919 (-1.3%) from 2012

Net Assets

Down

$3,725,563

Down $48,919 (-1.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$538,823

No earlier filing loaded for comparison.

Expenses

Up

$563,860

Up $77,650 (+16%) from 2012

Net Income

-$25,037

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $3,774,482Liabilities 2012: $0Net Assets 2012: $3,774,4822012Assets 2013: $3,725,563Liabilities 2013: $0Net Assets 2013: $3,725,5632013Assets 2014: $3,429,947Liabilities 2014: $0Net Assets 2014: $3,429,9472014Assets 2015: $3,333,976Liabilities 2015: $0Net Assets 2015: $3,333,9762015Assets 2016: $3,726,779Liabilities 2016: $0Net Assets 2016: $3,726,7792016Assets 2017: $3,818,235Liabilities 2017: $0Net Assets 2017: $3,818,2352017Assets 2018: $1,676,226Liabilities 2018: $0Net Assets 2018: $1,676,2262018Assets 2019: $1,510,274Liabilities 2019: $1Net Assets 2019: $1,510,2732019Assets 2020: $1,471,967Liabilities 2020: $0Net Assets 2020: $1,471,9672020Assets 2021: $1,390,748Liabilities 2021: $0Net Assets 2021: $1,390,7482021Assets 2022: $1,436,434Liabilities 2022: $0Net Assets 2022: $1,436,4342022Assets 2023: $2,714,854Liabilities 2023: $0Net Assets 2023: $2,714,8542023Assets 2024: $1,955,889Liabilities 2024: $0Net Assets 2024: $1,955,8892024

Highlighted filing

2013

Assets$3,725,563
Liabilities$0
Net Assets$3,725,563

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2012: $486,2102012Revenue 2013: $538,823Expenses 2013: $563,860Net Income 2013: -$25,0372013Revenue 2014: $73,130Expenses 2014: $347,562Net Income 2014: -$274,4322014Revenue 2015: $118,747Expenses 2015: $206,513Net Income 2015: -$87,7662015Revenue 2016: $388,025Expenses 2016: $140,080Net Income 2016: $247,9452016Revenue 2017: $234,547Expenses 2017: $138,562Net Income 2017: $95,9852017Revenue 2018: $91,765Expenses 2018: $422,184Net Income 2018: -$330,4192018Revenue 2019: -$3,334Expenses 2019: $162,619Net Income 2019: -$165,9532019Revenue 2020: $62,801Expenses 2020: $100,523Net Income 2020: -$37,7222020Revenue 2021: $10,873Expenses 2021: $92,091Net Income 2021: -$81,2182021Revenue 2022: $202,811Expenses 2022: $154,371Net Income 2022: $48,4402022Revenue 2023: $1,526,909Expenses 2023: $242,925Net Income 2023: $1,283,9842023Revenue 2024: $68,261Expenses 2024: $558,972Net Income 2024: -$490,7112024

Highlighted filing

2013

Revenue$538,823
Expenses$563,860
Net Income-$25,037
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 5, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE SAMUELIANPresidentPT$0--
Filing and Contact Details

Filer

EIN
26-1608596
Phone
9492926000

Signing Officer

Name
Stephen Samuelian
Title
Trustee
Signed
2014-11-05
Discuss with paid preparer
Yes

Preparer

Preparer
Richard B Gerdts CPA
Phone
9497521007
Raw XML Appendix305 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1031755 S COAST HWY 202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0LAGUNA BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0CA
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2POVERTY RELIEF
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0435080
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02308068
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0549874
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0460799
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0401933
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0460382
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0435080
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0549874
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0549874
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02373765
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01823891
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DISTRIBUTION RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04928
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04928
OtherDecreasesSchedule/OtherDecreasesDetail/Amount016293
OtherDecreasesSchedule/OtherDecreasesDetail/Amount17588
OtherDecreasesSchedule/OtherDecreasesDetail/Description0BOOK TAX DIFFERENCES
OtherDecreasesSchedule/OtherDecreasesDetail/Description1FEDERAL INCOME TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OUTSIDE SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0192
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt280
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt37519
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0192
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt37519
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-62
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1143
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt224753
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3393171
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt4-15981
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt5136605
OtherIncomeSchedule2/OtherIncomeDetail/Desc0G8 CAPITAL FUND IX, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1G8 CAPITAL FUND XII, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc2G8 MIAMI, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc3G8 NPR, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc4SILVERLEAF ACQUISITION HO
OtherIncomeSchedule2/OtherIncomeDetail/Desc5VS FINANCIAL
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0393171
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-62
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1143
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt224753
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3393171
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4-15981
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5136605
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06175
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN SAMUELIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE PERFECT MOMENT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PERF
ReturnHeader/Filer/EIN0261608596
ReturnHeader/Filer/PhoneNum09492926000
ReturnHeader/Filer/USAddress/AddressLine1031755 S COAST HWY 202
ReturnHeader/Filer/USAddress/City0LAGUNA BEACH
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092651
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RICHARD B GERDTS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104910 CAMPUS DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEWPORT BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092660
ReturnHeader/PreparerPersonGrp/PhoneNum09497521007
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard B Gerdts CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-05T12:45:16-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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