Civic Intelligence

Citrine Foundation

990PF • Fiscal year 2023 • EIN 30-0757986

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 25, 2024

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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

85th percentile

42%

Higher net margin than 85% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

95th percentile

87%

Faster asset growth than 95% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

365%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$238,115

Up $111,111 (+87%) from 2022

Net Assets

Up

$238,115

Up $111,111 (+87%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin85th percentile

Revenue

Up

$1,312,560

Up $1,030,128 (+365%) from 2022

Expenses

Up

$764,119

Up $206,895 (+37%) from 2022

Net Income

Up

$548,441

Up $823,233 (+300%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2023

Assets$238,115
Liabilities$0
Net Assets$238,115
Open 2023 Filing

Operations Trend

Revenue Growth96th 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

2023

Revenue$1,312,560
Expenses$764,119
Net Income$548,441
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 25, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Annie AmesPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAmethystCommunity501(c)3Columbus, OH, US$500,000
Paid GrantOtterbein UniversityEducation501(c)3Westerville, OH, US$250,000
Paid GrantThe ShelterCommunity501(c)3Naples, FL, US$10,000
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 Ames
Title
President
Phone
6144712281
Signed
2024-06-25
Discuss with paid preparer
Yes

Preparer

Firm
Wealthstone Tax Advisors
Address
5475 Rings Road Suite 475, Dublin, OH 43017
Preparer
Michael C Cobetto
Phone
6146558850
Raw XML Appendix325 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0231322
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/DistributableAmountGrp/TotalTaxAmt07703
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05268
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0345963
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0351231
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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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/NewSubstantialContributorsInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2The Shelter
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 South Grove St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2968 2nd Ave N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Columbus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Westerville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Naples
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0760000
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/AppliedToCurrentYearAmt09595
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09595
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0527119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0221955
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0230675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0151867
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0151211
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0151211
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01882021
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0750405
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0527119
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0221955
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0230675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0151867
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0760000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0750405
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02033232
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01282827
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Annie Ames
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Annie Ames
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt010 Seagate 4S
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt110 Seagate 4S
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Naples
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Naples
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034104
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd134104
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0746024
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt18249
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0746024
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Dimensional US Equity ETF shares
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0437330
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Restate contributions at carry-over basis
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0State of Ohio Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01819
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01819
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Annie Ames
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06144712281
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-25
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920918550
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wealthstone Tax Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05475 Rings Road Suite 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dublin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043017
ReturnHeader/PreparerPersonGrp/PhoneNum06146558850
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael C Cobetto
ReturnHeader/ReturnTs02024-06-25T10:17:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Annie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ames
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$238,115
Liabilities
$0
Net assets
$238,115
Revenue
$1,312,560
Expenses
$764,119
Net income
$548,441
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
2023Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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