Civic Intelligence

Institute for Security and Analysis

990PF • Fiscal year 2024 • EIN 26-2379447

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 16, 2025

314 Lytton AvePalo Alto, CA 94301

(650) 804-7100

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

1st percentile

-60165%

Higher net margin than 1% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

37th percentile

-5.8%

Faster asset growth than 37% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

-6.1%

Faster revenue growth than 38% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$304,919

Down $44,071 (-13%) from 2022

Net Assets

Down

$304,919

Down $44,071 (-13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$31

Down $3 (-8.8%) from 2022

Expenses

Up

$18,682

Up $3,494 (+23%) from 2022

Net Income

Down

-$18,651

Down $3,497 (-23%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $630,001Liabilities 2010: $149Net Assets 2010: $629,8522010Assets 2013: $616,597Liabilities 2013: $0Net Assets 2013: $616,5972013Assets 2014: $610,289Liabilities 2014: $0Net Assets 2014: $610,2892014Assets 2015: $599,351Liabilities 2015: $0Net Assets 2015: $599,3512015Assets 2016: $513,147Liabilities 2016: $0Net Assets 2016: $513,1472016Assets 2017: $471,906Liabilities 2017: $0Net Assets 2017: $471,9062017Assets 2019: $407,866Liabilities 2019: $0Net Assets 2019: $407,8662019Assets 2022: $348,990Liabilities 2022: $0Net Assets 2022: $348,9902022Assets 2024: $304,919Liabilities 2024: $0Net Assets 2024: $304,9192024

Highlighted filing

2024

Assets$304,919
Liabilities$0
Net Assets$304,919

Operations Trend

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $112,8472010Revenue 2013: $478Expenses 2013: $1,749Net Income 2013: -$1,2712013Revenue 2014: $384Expenses 2014: $6,692Net Income 2014: -$6,3082014Revenue 2015: $321Expenses 2015: $11,259Net Income 2015: -$10,9382015Revenue 2016: $238Expenses 2016: $86,442Net Income 2016: -$86,2042016Revenue 2017: $237Expenses 2017: $41,478Net Income 2017: -$41,2412017Revenue 2019: $193Expenses 2019: $38,003Net Income 2019: -$37,8102019Revenue 2022: $34Expenses 2022: $15,188Net Income 2022: -$15,1542022Revenue 2024: $31Expenses 2024: $18,682Net Income 2024: -$18,6512024

Highlighted filing

2024

Revenue$31
Expenses$18,682
Net Income-$18,651
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 16, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN COHENPresident/Director-$0--
JOE LONSDALESecretary/Treasurer/Director-$0--
AJAY ROYANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Institute for Security and Analysis
EIN
26-2379447
Phone
6508047100
Address
314 LYTTON AVE, PALO ALTO, CA 94301

Signing Officer

Name
Stephen Cohen
Title
President
Phone
6508047100
Signed
2025-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Apercen Partners LLC
Address
314 LYTTON AVE, PALO ALTO, CA 94301
Preparer
Tom M Van Loben Sels
Phone
6508047100
Raw XML Appendix258 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02633
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02634
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt031
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt031
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02633
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-18651
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0304919
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0304919
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt015698
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt015698
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0304919
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0323570
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0304919
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0323570
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0304919
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0318749
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0318749
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04781
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015698
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0313968
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0318749
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN COHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOE LONSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2AJAY ROYAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PALO ALTO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt015658
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012583
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0390
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN COHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06508047100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-16
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ReturnHeader/Filer/EIN0262379447
ReturnHeader/Filer/PhoneNum06508047100
ReturnHeader/Filer/USAddress/AddressLine1Txt0314 LYTTON AVE
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094301
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262246506
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0APERCEN PARTNERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0314 LYTTON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094301
ReturnHeader/PreparerPersonGrp/PhoneNum06508047100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TOM M VAN LOBEN SELS
ReturnHeader/ReturnTs02025-11-16T12:23:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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