Civic Intelligence

Jan Shrem and Maria Manetti Shrem

EIN 26-3119986 • San Francisco, CA

1090 Chestnut St 10San Francisco, CA 94109
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

$25M-$50M nonprofits • Source year 2024

Asset Growth

100th percentile

23978%

Faster asset growth than 100% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

3374%

Faster revenue growth than 99% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$43,616,498

Up $43,435,354 (+23978%) from 2023

Liabilities

Up

$411,872

Up $411,872 from 2023

Net Assets

Up

$43,204,626

Up $43,023,482 (+23751%) from 2023

Revenue

Up

$43,610,861

Up $42,355,343 (+3374%) from 2023

Expenses

Down

$421,898

Down $832,236 (-66%) from 2023

Net Income

Up

$43,188,963

Up $43,187,579 (+3120490%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2012: $587,633Liabilities 2012: $0Net Assets 2012: $587,6332012Assets 2014: $130,830Liabilities 2014: $0Net Assets 2014: $130,8302014Assets 2015: $118,148Liabilities 2015: $0Net Assets 2015: $118,1482015Assets 2016: $121,001Liabilities 2016: $0Net Assets 2016: $121,0012016Assets 2017: $130,246Liabilities 2017: $0Net Assets 2017: $130,2462017Assets 2018: $114,700Liabilities 2018: $0Net Assets 2018: $114,7002018Assets 2020: $122,201Liabilities 2020: $0Net Assets 2020: $122,2012020Assets 2021: $133,427Liabilities 2021: $0Net Assets 2021: $133,4272021Assets 2022: $165,248Liabilities 2022: $0Net Assets 2022: $165,2482022Assets 2023: $181,144Liabilities 2023: $0Net Assets 2023: $181,1442023Assets 2024: $43,616,498Liabilities 2024: $411,872Net Assets 2024: $43,204,6262024

Highlighted filing

2024

Assets$43,616,498
Liabilities$411,872
Net Assets$43,204,626

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2012: $785,6882012Revenue 2014: $646,617Expenses 2014: $654,764Net Income 2014: -$8,1472014Revenue 2015: $6,715Expenses 2015: $10,485Net Income 2015: -$3,7702015Revenue 2016: $2,125Expenses 2016: $7,539Net Income 2016: -$5,4142016Revenue 2017: $7,101Expenses 2017: $8,564Net Income 2017: -$1,4632017Revenue 2018: $9,237Expenses 2018: $7,733Net Income 2018: $1,5042018Revenue 2020: $8,343Expenses 2020: $9,258Net Income 2020: -$9152020Revenue 2021: $6,365Expenses 2021: $7,427Net Income 2021: -$1,0622021Revenue 2022: $735,960Expenses 2022: $689,139Net Income 2022: $46,8212022Revenue 2023: $1,255,518Expenses 2023: $1,254,134Net Income 2023: $1,3842023Revenue 2024: $43,610,861Expenses 2024: $421,898Net Income 2024: $43,188,9632024

Highlighted filing

2024

Revenue$43,610,861
Expenses$421,898
Net Income$43,188,963

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 22, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA SHREMPresidentPT$0--
MICHAEL DIXONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jan Shrem and Maria Manetti Shrem
EIN
26-3119986
Phone
4156736800
Address
1090 CHESTNUT ST 10, SAN FRANCISCO, CA 94109

Signing Officer

Name
Maria Shrem
Title
President
Phone
4156736800
Signed
2025-07-22
Discuss with paid preparer
Yes

Preparer

Firm
Wmb2 Llp
Address
101 LARKSPUR LANDING CIR STE 200, LARKSPUR, CA 94939-1750
Preparer
Donald R Wilson
Phone
4159251120
Raw XML Appendix301 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/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0991542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0500535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01715
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt088929
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01407234
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0991542
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0415692
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09357
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01407234
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01496163
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JAN SHREM MARITAL TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01090 CHESTNUT 10
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN FRANCISCO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094109
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt043597124
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt043597124
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0CASH AND STOCKS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-01
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0165481
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0100000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1670
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTANTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA SHREM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04156736800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAN SHREM AND MARIA MANETTI SHREM
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION FOR ARTEDUCATION MUSIC HEA
ReturnHeader/Filer/BusinessNameControlTxt0JANM
ReturnHeader/Filer/EIN0263119986
ReturnHeader/Filer/PhoneNum04156736800
ReturnHeader/Filer/USAddress/AddressLine1Txt01090 CHESTNUT ST 10
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263789391
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WMB2 LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 LARKSPUR LANDING CIR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LARKSPUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0949391750
ReturnHeader/PreparerPersonGrp/PhoneNum04159251120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD R WILSON
ReturnHeader/ReturnTs02025-07-25T18:03:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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