Civic Intelligence

Citrine Foundation

990PF • Fiscal year 2020 • EIN 30-0757986

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 15, 2021

Organization Profile
10 Seagate 4SNaples, FL 34104

(614) 471-2281

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

26th percentile

-12%

Higher net margin than 26% 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

7th percentile

-16%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

17th percentile

-37%

Faster revenue growth than 17% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$506,868

Down $99,222 (-16%) from 2019

Net Assets

Down

$506,868

Down $99,222 (-16%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin26th percentile

Revenue

Down

$235,794

Down $137,064 (-37%) from 2019

Expenses

Up

$264,418

Up $82,481 (+45%) from 2019

Net Income

Down

-$28,624

Down $219,545 (-115%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$800K$600K$400K$200K$0Assets 2013: $355,943Liabilities 2013: $0Net Assets 2013: $355,9432013Assets 2014: $517,905Liabilities 2014: $0Net Assets 2014: $517,9052014Assets 2015: $431,602Liabilities 2015: $0Net Assets 2015: $431,6022015Assets 2016: $371,445Liabilities 2016: $0Net Assets 2016: $371,4452016Assets 2017: $445,565Liabilities 2017: $0Net Assets 2017: $445,5652017Assets 2018: $498,120Liabilities 2018: $0Net Assets 2018: $498,1202018Assets 2019: $606,090Liabilities 2019: $0Net Assets 2019: $606,0902019Assets 2020: $506,868Liabilities 2020: $0Net Assets 2020: $506,8682020Assets 2021: $517,425Liabilities 2021: $0Net Assets 2021: $517,4252021Assets 2022: $127,004Liabilities 2022: $0Net Assets 2022: $127,0042022Assets 2023: $238,115Liabilities 2023: $0Net Assets 2023: $238,1152023Assets 2024: $311,908Liabilities 2024: $0Net Assets 2024: $311,9082024

Highlighted filing

2020

Assets$506,868
Liabilities$0
Net Assets$506,868
Open 2020 Filing

Operations Trend

Revenue Growth17th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $320,946Expenses 2013: $131,155Net Income 2013: $189,7912013Revenue 2014: $245,269Expenses 2014: $31,504Net Income 2014: $213,7652014Revenue 2015: $315,858Expenses 2015: $351,678Net Income 2015: -$35,8202015Revenue 2016: $277,625Expenses 2016: $282,961Net Income 2016: -$5,3362016Revenue 2017: $271,283Expenses 2017: $131,354Net Income 2017: $139,9292017Revenue 2018: $277,586Expenses 2018: $178,729Net Income 2018: $98,8572018Revenue 2019: $372,858Expenses 2019: $181,937Net Income 2019: $190,9212019Revenue 2020: $235,794Expenses 2020: $264,418Net Income 2020: -$28,6242020Revenue 2021: $380,278Expenses 2021: $255,520Net Income 2021: $124,7582021Revenue 2022: $282,432Expenses 2022: $557,224Net Income 2022: -$274,7922022Revenue 2023: $1,312,560Expenses 2023: $764,119Net Income 2023: $548,4412023Revenue 2024: $156,086Expenses 2024: $16,333Net Income 2024: $139,7532024

Highlighted filing

2020

Revenue$235,794
Expenses$264,418
Net Income-$28,624
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Annie AmesPresident-$0--
Filing and Contact Details

Filer

Filer Name
Citrine Foundation
EIN
30-0757986
Phone
6144712281
Address
10 Seagate 4S, Naples, FL 34104

Signing Officer

Name
Annie Upper
Title
President
Phone
6144712281
Signed
2021-07-15
Discuss with paid preparer
Yes

Preparer

Firm
WealthStone Tax Advisors
Address
5000 Horizons Drive, Columbus, OH 43220
Preparer
Michael C Cobetto
Phone
6142672600
Raw XML Appendix334 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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0259000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt028325
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0151867
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0151211
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0108183
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0258559
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0325729
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0325729
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0900495
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0230675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0151867
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0151211
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0108183
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0258559
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0259000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0230675
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01226224
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0995549
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Annie Ames
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt010 Seagate 4S
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Naples
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034104
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0200265
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0200265
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc04929 Shares of ISHARES Russell 1000 ETF
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt063948
OtherDecreasesSchedule/OtherDecreasesDetail/Amt16700
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Restate contributions at carry-over basis
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Federal Tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0State of Ohio Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt050
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Reverse prior year adjustment
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05094
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05094
TaxesSchedule/TaxesDetail/Amt0124
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0124
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Annie Upper
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06144712281
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Citrine Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CITR
ReturnHeader/Filer/EIN0300757986
ReturnHeader/Filer/PhoneNum06144712281
ReturnHeader/Filer/USAddress/AddressLine1Txt010 Seagate 4S
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311070500
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WealthStone Tax Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 Horizons Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbus
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043220
ReturnHeader/PreparerPersonGrp/PhoneNum06142672600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael C Cobetto
ReturnHeader/ReturnTs02021-07-20T16:07:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Annie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Upper
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
$506,868
Liabilities
$0
Net assets
$506,868
Revenue
$235,794
Expenses
$264,418
Net income
-$28,624
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.16$0.02$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$1.31$0.76$0.55
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$0.28$0.56$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.38$0.26$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.24$0.26$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$0.37$0.18$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.28$0.18$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$0.27$0.13$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.28$0.28$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.32$0.35$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.25$0.03$0.21
2013Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.32$0.13$0.19