Civic Intelligence

Thomas N Felgner Charitable Foundation

990PF • Fiscal year 2020 • EIN 26-6147589

Jan 01, 2020 to Dec 31, 2020 • Filed on May 27, 2021

Organization Profile
920 Avondale RoadSan Marino, CA 91108

(917) 520-2515

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

91st percentile

61%

Higher net margin than 91% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

38th percentile

-0.3%

Faster asset growth than 38% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

27%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$748,447

Down $2,076 (-0.3%) from 2019

Net Assets

Down

$748,447

Down $2,076 (-0.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin91st percentile

Revenue

Up

$390,995

Up $83,868 (+27%) from 2019

Expenses

Up

$151,322

Up $70,052 (+86%) from 2019

Net Income

Up

$239,673

Up $13,816 (+6.1%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$800K$600K$400K$200K$0Assets 2012: $238,340Liabilities 2012: $0Net Assets 2012: $238,3402012Assets 2013: $239,251Liabilities 2013: $0Net Assets 2013: $239,2512013Assets 2014: $301,966Liabilities 2014: $0Net Assets 2014: $301,9662014Assets 2015: $223,526Liabilities 2015: $0Net Assets 2015: $223,5262015Assets 2016: $371,680Liabilities 2016: $0Net Assets 2016: $371,6802016Assets 2017: $607,240Liabilities 2017: $0Net Assets 2017: $607,2402017Assets 2018: $453,330Liabilities 2018: $0Net Assets 2018: $453,3302018Assets 2019: $750,523Liabilities 2019: $0Net Assets 2019: $750,5232019Assets 2020: $748,447Liabilities 2020: $0Net Assets 2020: $748,4472020Assets 2021: $703,063Liabilities 2021: $0Net Assets 2021: $703,0632021Assets 2022: $408,818Liabilities 2022: $0Net Assets 2022: $408,8182022Assets 2023: $331,707Liabilities 2023: $0Net Assets 2023: $331,7072023Assets 2024: $201,653Liabilities 2024: $0Net Assets 2024: $201,6532024

Highlighted filing

2020

Assets$748,447
Liabilities$0
Net Assets$748,447
Open 2020 Filing

Operations Trend

Revenue Growth79th percentile

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

$400K$200K$0-$200KExpenses 2012: $13,7592012Revenue 2013: $21,412Expenses 2013: $5,877Net Income 2013: $15,5352013Revenue 2014: $161,442Expenses 2014: $63,254Net Income 2014: $98,1882014Revenue 2015: $26,894Expenses 2015: $38,508Net Income 2015: -$11,6142015Revenue 2016: $211,905Expenses 2016: $90,768Net Income 2016: $121,1372016Revenue 2017: $267,766Expenses 2017: $76,415Net Income 2017: $191,3512017Revenue 2018: $71,855Expenses 2018: $83,912Net Income 2018: -$12,0572018Revenue 2019: $307,127Expenses 2019: $81,270Net Income 2019: $225,8572019Revenue 2020: $390,995Expenses 2020: $151,322Net Income 2020: $239,6732020Revenue 2021: $290,459Expenses 2021: $158,775Net Income 2021: $131,6842021Revenue 2022: -$13,386Expenses 2022: $126,543Net Income 2022: -$139,9292022Revenue 2023: $51,145Expenses 2023: $142,995Net Income 2023: -$91,8502023Revenue 2024: -$6,779Expenses 2024: $157,887Net Income 2024: -$164,6662024

Highlighted filing

2020

Revenue$390,995
Expenses$151,322
Net Income$239,673
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 27, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS FELGNERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Thomas N Felgner Charitable Foundation
EIN
26-6147589
Phone
9175202515
Address
920 AVONDALE ROAD, SAN MARINO, CA 91108

Signing Officer

Name
Thomas Felgner
Title
Trustee
Signed
2021-05-27
Discuss with paid preparer
Yes

Preparer

Firm
Goss & Company
Address
807 Fremont Avenue, South Pasadena, CA 91030
Preparer
Lee A Goss CPA
Phone
6264418020
Raw XML Appendix320 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd527708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd691104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd727708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd875284
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd990015
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0146000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt080535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt083134
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt072714
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt087441
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt035310
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt035310
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0471959
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0148135
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt080535
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt083134
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt072714
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt087441
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0148135
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0148135
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0507269
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0359134
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01220
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal Income Taxes
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0600
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt11368
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt210
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt31219
TaxesSchedule/TaxesDetail/Amt0600
TaxesSchedule/TaxesDetail/Amt11368
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/Amt31219
TaxesSchedule/TaxesDetail/Amt475
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES # 3596
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES # 9008
TaxesSchedule/TaxesDetail/CategoryTxt2FTB
TaxesSchedule/TaxesDetail/CategoryTxt3Other Taxes
TaxesSchedule/TaxesDetail/CategoryTxt4REGISTRY OF CHARITABLE TRUSTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt175
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0600
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11368
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21219
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS FELGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS N FELGNER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0266147589
ReturnHeader/Filer/PhoneNum09175202515
ReturnHeader/Filer/USAddress/AddressLine1Txt0920 AVONDALE ROAD
ReturnHeader/Filer/USAddress/CityNm0SAN MARINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202100416
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goss & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0807 Fremont Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091030
ReturnHeader/PreparerPersonGrp/PhoneNum06264418020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lee A Goss CPA
ReturnHeader/ReturnTs02021-05-27T11:57:47-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FELGNER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$748,447
Liabilities
$0
Net assets
$748,447
Revenue
$390,995
Expenses
$151,322
Net income
$239,673
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.07$1.58$1.65
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.00$3.32$0.51$1.43$0.92
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$0.00$4.09$0.13$1.27$1.40
2021Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$2.90$1.59$1.32
2020Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$3.91$1.51$2.40
2019Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$3.07$0.81$2.26
2018Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.72$0.84$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.07$0.00$6.07$2.68$0.76$1.91
2016Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$2.12$0.91$1.21
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.27$0.39$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$1.61$0.63$0.98
2013Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.21$0.06$0.16
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.00$2.38$0.14