Civic Intelligence

Melalucca Foundation

990PF • Fiscal year 2021 • EIN 26-1699444

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization Profile
2475 Hanover Street Suite 100Palo Alto, CA 94304

(650) 313-2002

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

72nd percentile

34%

Higher net margin than 72% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$27,000

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

29th percentile

2.7%

Faster asset growth than 29% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

476%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$26,536,277

Up $690,603 (+2.7%) from 2020

Net Assets

Up

$26,536,277

Up $1,173,453 (+4.6%) from 2020

Liabilities

Down

$0

Down $482,850 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin72nd percentile

Revenue

Up

$3,492,081

Up $2,885,335 (+476%) from 2020

Expenses

Up

$2,318,628

Up $40,166 (+1.8%) from 2020

Net Income

Up

$1,173,453

Up $2,845,169 (+170%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$30M$20M$10M$0Assets 2018: $28,420,227Liabilities 2018: $0Net Assets 2018: $28,420,2272018Assets 2019: $27,034,540Liabilities 2019: $0Net Assets 2019: $27,034,5402019Assets 2020: $25,845,674Liabilities 2020: $482,850Net Assets 2020: $25,362,8242020Assets 2021: $26,536,277Liabilities 2021: $0Net Assets 2021: $26,536,2772021Assets 2022: $23,936,104Liabilities 2022: $0Net Assets 2022: $23,936,1042022Assets 2023: $21,956,022Liabilities 2023: $0Net Assets 2023: $21,956,0222023Assets 2024: $22,299,868Liabilities 2024: $0Net Assets 2024: $22,299,8682024

Highlighted filing

2021

Assets$26,536,277
Liabilities$0
Net Assets$26,536,277
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2018: $1,007,031Expenses 2018: $1,287,320Net Income 2018: -$280,2892018Revenue 2019: $945,823Expenses 2019: $2,331,510Net Income 2019: -$1,385,6872019Revenue 2020: $606,746Expenses 2020: $2,278,462Net Income 2020: -$1,671,7162020Revenue 2021: $3,492,081Expenses 2021: $2,318,628Net Income 2021: $1,173,4532021Revenue 2022: -$273,768Expenses 2022: $2,326,405Net Income 2022: -$2,600,1732022Revenue 2023: $479,055Expenses 2023: $2,459,137Net Income 2023: -$1,980,0822023Revenue 2024: $2,643,196Expenses 2024: $2,299,350Net Income 2024: $343,8462024

Highlighted filing

2021

Revenue$3,492,081
Expenses$2,318,628
Net Income$1,173,453
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG BAUERSecretary, Treasurer, Director-$27,000-$27,000
W H SOSKINPresident And Director-$0--
Filing and Contact Details

Filer

Filer Name
Melalucca Foundation
EIN
26-1699444
In Care Of
% ROSEWOOD FAMILY ADVISORS LLP
Phone
6503132002
Address
2475 HANOVER STREET SUITE 100, PALO ALTO, CA 94304

Signing Officer

Name
William H Soskin
Title
President
Phone
6503132002
Signed
2022-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Rosewood Family Advisors LLP
Address
2475 Hanover Street Ste 100, PALO ALTO, CA 94304
Phone
6503132002
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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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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt15181783
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt40
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1SR SELECT EQUITY
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt13427088
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt21805008
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt41463045
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016998
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14308
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt20
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt51745305
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt697080
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt70
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01620
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1556
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2313
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt33374
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4476673
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt51745305
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt778999
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt06382
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1476468
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EQUITIES PAYABLE - CS#2787
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt057897
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt194025
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MGT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt057897
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt094025
TaxesSchedule/TaxesDetail/Amt051000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,536,277
Liabilities
$0
Net assets
$26,536,277
Revenue
$3,492,081
Expenses
$2,318,628
Net income
$1,173,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$2.64$2.30$0.34
2023Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$0.48$2.46$1.98
2022Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$0.27$2.33$2.60
2021Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$3.49$2.32$1.17
2020Detailed filing. Detailed filing data is available for this year.$25.8$0.48$25.4$0.61$2.28$1.67
2019Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$0.95$2.33$1.39
2018Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$1.01$1.29$0.28