Civic Intelligence

Defalco Family Foundation Inc

EIN 33-0526533 • San Diego, CA

401 B Street 1530San Diego, CA 92101
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

31st percentile

-2.6%

Higher net margin than 31% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

39th percentile

$44,000

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

61%

Faster revenue growth than 82% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$7,441,579

Up $1,064,340 (+17%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,441,579

Up $1,064,340 (+17%) from 2023

Revenue

Up

$411,820

Up $156,455 (+61%) from 2023

Expenses

Up

$422,502

Up $7,952 (+1.9%) from 2023

Net Income

Up

-$10,682

Up $148,503 (+93%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $6,507,070Liabilities 2015: $0Net Assets 2015: $6,507,0702015Assets 2016: $6,746,673Liabilities 2016: $0Net Assets 2016: $6,746,6732016Assets 2017: $6,983,998Liabilities 2017: $0Net Assets 2017: $6,983,9982017Assets 2018: $6,893,565Liabilities 2018: $0Net Assets 2018: $6,893,5652018Assets 2019: $7,091,095Liabilities 2019: $0Net Assets 2019: $7,091,0952019Assets 2020: $6,613,825Liabilities 2020: $0Net Assets 2020: $6,613,8252020Assets 2021: $7,556,441Liabilities 2021: $0Net Assets 2021: $7,556,4412021Assets 2022: $5,917,866Liabilities 2022: $0Net Assets 2022: $5,917,8662022Assets 2023: $6,377,239Liabilities 2023: $0Net Assets 2023: $6,377,2392023Assets 2024: $7,441,579Liabilities 2024: $0Net Assets 2024: $7,441,5792024

Highlighted filing

2024

Assets$7,441,579
Liabilities$0
Net Assets$7,441,579

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $403,739Expenses 2015: $567,074Net Income 2015: -$163,3352015Revenue 2016: $473,326Expenses 2016: $546,320Net Income 2016: -$72,9942016Revenue 2017: $417,623Expenses 2017: $594,612Net Income 2017: -$176,9892017Revenue 2018: $499,252Expenses 2018: $602,159Net Income 2018: -$102,9072018Revenue 2019: $903,500Expenses 2019: $631,012Net Income 2019: $272,4882019Revenue 2020: $459,874Expenses 2020: $722,014Net Income 2020: -$262,1402020Revenue 2021: $1,230,882Expenses 2021: $536,303Net Income 2021: $694,5792021Revenue 2022: $277,634Expenses 2022: $544,641Net Income 2022: -$267,0072022Revenue 2023: $255,365Expenses 2023: $414,550Net Income 2023: -$159,1852023Revenue 2024: $411,820Expenses 2024: $422,502Net Income 2024: -$10,6822024

Highlighted filing

2024

Revenue$411,820
Expenses$422,502
Net Income-$10,682

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 30, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Santina J DeFalcoPresidentPT$44,000-$44,000
Victoria J ShrewsburyVice President-$8,600-$8,600
Filing and Contact Details

Filer

Filer Name
DeFalco Family Foundation Inc
EIN
33-0526533
Phone
6192356800
Address
401 B Street 1530, San Diego, CA 92101

Signing Officer

Name
Santina J DeFalco
Title
President
Signed
2025-07-30

Preparer

Firm
Haack & Co Intl Tax and Bus Consulting Inc
Address
610 India Street, San Diego, CA 92101
Preparer
Mark E Haack JD LLM
Phone
6195441985
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7320 shs Blackrock Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74200 shs HP Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm750 shs Adient PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7630 shs Boeing Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm775 shs Booking Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7835 shs Estee Lauder Companies
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7920 shs Thermo Fisher Scientific
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8050 shs Accenture PLC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81350 shs Broadcom Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82110 shs Cognizant Tech Solutions
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8345 shs Salesforce.com Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm840 shs Activision Blizzard Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8595 shs Raytheon Technologies (UTC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm860 shs Occidental Petroleum Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm870 shs Viatris Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8895 shs Meta Platforms Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89200 shs Verizon Comm Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm900 shs Organon & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9133 shs GE Healthcare Tech (spinoff GE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0326871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1207654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2226651
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3413798
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4423470
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt543513
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6338238
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt743351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8221118
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9204878
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10295474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11101205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12287901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1385551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1464972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15391472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16282605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17385529
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18343640
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19139851
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20450203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21173395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2233989
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2383827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2458231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2560106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2649062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt033,117+ shs Vanguard Bond Index Fd
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18,666+ shs DFA Int'l Small Cap Value
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24,661+ shs DFA US Sm Cap Value
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30 shs Vanguard Extended Market Adm
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt411,887+ shs Vanguard Total Int'l
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt541,113+ shs Vanguard ST Bond Adm
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6250 shs Vangard Utility ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt732,336+ shs Vangard ST Invest Grd
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8205 shs Vangard Materials ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98,719+ shs DFA Emerg Mkts Core Eq
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1050,462+ shs DFA Intl REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116,657+ shs DFA Real Estate
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124,119+ shs Vngd ST Infl Pro Adm
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1328,533+ shs DFA Five-Year Global
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141,289 shs Vangd Emrg Govt ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15740 shs SPDR Energy ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1610,226+ shs DFA US Core Equity 2 I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1711,539+ shs DFA US Hi Rltv Prfblty Inst
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt187,610+ shs DFA US Large Cap Value I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1911,886+ shs DFA US Sm Cp Growth Instl
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20428+ shs Vanguard Mid Cap Adm
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2126,765+ shs DFA Int'l Core Equity I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2212,619+ shs Intl Hi Rel Prof Instl
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23525 shs Vanguard Total Intl ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt241,700 shs Vangd Sh Trm Tip ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25740 shs Vanguard Shrt Trm Bond ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26800 shrs Vangard Ttl Bond Mkt ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt271,700 shrs Dimensional Glbl RE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0326871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1207654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2226651
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3413798
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4423470
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt543513
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6338238
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt743351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8221118
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9204878
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10295474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11101205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12287901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1385551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1464972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15391472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16282605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17385529
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18343640
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19139851
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20450203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21173395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2233989
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2383827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2458231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2560106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2649062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0213638
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0197825
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0357
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0213995
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0197825
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0411820
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02567
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt023099
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt025666
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0213995
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0197825
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt047340
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05260
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt052600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0300000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0300000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0213638
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0213638
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0213638

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