Civic Intelligence

Amerman Family Foundation

EIN 33-0757355 • Temecula, CA

Pub. 78 Eligible
33137 Via AlvaroTemecula, CA 92592
Siviq Scores

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

Liabilities / Assets

90th percentile

0.48x

Higher debt load relative to assets than 90% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.25x

Higher debt load relative to revenue than 88% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$15,830

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

96th percentile

161%

Faster asset growth than 96% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

84th percentile

50%

Faster revenue growth than 84% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Assets

Up

$236,379

Up $151,018 (+177%) from 2023

Liabilities

Flat

$113,516

Flat from 2023

Net Assets

Up

$122,863

Up $151,018 (+536%) from 2023

Revenue

Up

$453,609

Up $157,868 (+53%) from 2023

Expenses

Up

$302,591

Up $55,928 (+23%) from 2023

Net Income

Up

$151,018

Up $101,940 (+208%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2014: $494,899Liabilities 2014: $37,698Net Assets 2014: $457,2012014Assets 2015: $477,778Liabilities 2015: $47,536Net Assets 2015: $430,2422015Assets 2016: $353,498Liabilities 2016: $57,666Net Assets 2016: $295,8322016Assets 2017: $178,835Liabilities 2017: $67,765Net Assets 2017: $111,0702017Assets 2018: $294,571Liabilities 2018: $77,825Net Assets 2018: $216,7462018Assets 2019: $167,781Liabilities 2019: $87,862Net Assets 2019: $79,9192019Assets 2020: $41,507Liabilities 2020: $97,522Net Assets 2020: -$56,0152020Assets 2021: $142,919Liabilities 2021: $107,770Net Assets 2021: $35,1492021Assets 2022: $34,768Liabilities 2022: $112,001Net Assets 2022: -$77,2332022Assets 2023: $85,361Liabilities 2023: $113,516Net Assets 2023: -$28,1552023Assets 2024: $236,379Liabilities 2024: $113,516Net Assets 2024: $122,8632024

Highlighted filing

2024

Assets$236,379
Liabilities$113,516
Net Assets$122,863

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2014: $59,704Expenses 2014: $295,131Net Income 2014: -$235,4272014Revenue 2015: $322,032Expenses 2015: $348,991Net Income 2015: -$26,9592015Revenue 2016: $83,819Expenses 2016: $218,229Net Income 2016: -$134,4102016Revenue 2017: $97,060Expenses 2017: $281,822Net Income 2017: -$184,7622017Revenue 2018: $395,574Expenses 2018: $289,898Net Income 2018: $105,6762018Revenue 2019: $172,342Expenses 2019: $309,169Net Income 2019: -$136,8272019Revenue 2020: $193,186Expenses 2020: $329,120Net Income 2020: -$135,9342020Revenue 2021: $358,011Expenses 2021: $266,847Net Income 2021: $91,1642021Revenue 2022: $202,077Expenses 2022: $314,459Net Income 2022: -$112,3822022Revenue 2023: $295,741Expenses 2023: $246,663Net Income 2023: $49,0782023Revenue 2024: $453,609Expenses 2024: $302,591Net Income 2024: $151,0182024

Highlighted filing

2024

Revenue$453,609
Expenses$302,591
Net Income$151,018

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 15, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE H THOMPSONSecretaryPT$15,830-$15,830
GARRETT J AMERMANDirector-$2,000-$2,000
GLENN BOZARTHDirector-$1,000-$1,000
JOHN W AMERMANPresident-$0--
JEROME T AMERMANTreasurer-$0--
ANNE J AMERMANDirector-$0--
JOHN CONNERSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Amerman Family Foundation
EIN
33-0757355
Phone
4242635652
Address
33137 VIA ALVARO, TEMECULA, CA 92592

Signing Officer

Name
Anne Thompson
Title
Secretary
Phone
4242635652
Signed
2025-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Advisory LLC
Address
400 SPECTRUM CENTER DR SUITE 400, IRVINE, CA 92618
Preparer
Vickash Prasad
Phone
9492243300
Raw XML Appendix369 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/Amt336000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT FOR THE DOG THERAPY PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT OF THE ISLAND ACADEMY'S SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT FOR EQUESTRIAN AND THERAPEUTIC RIDING PROGRAMGENERAL SUPPORT OF THE THERAPEUTIC RIDING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT FOR EQUESTRIAN AND THERAPEUTIC RIDING PROGRAMS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ISLAND ACADEMY INTERNATIONAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN JUAN CAPISTRANO
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08551
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0208855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0270980
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0212245
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0277419
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0244917
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0208855
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0212245
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0277419
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0271000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0262449
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOHN AND JEROME AMERMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt038951 PAUBA ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0TEMECULA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092592
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0122
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0244
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY - MANAGEMENT FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0175
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04242635652
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERMAN FAMILY FOUNDATION
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ReturnHeader/Filer/EIN0330757355
ReturnHeader/Filer/PhoneNum04242635652
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 SPECTRUM CENTER DR SUITE 400
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICKASH PRASAD
ReturnHeader/ReturnTs02025-07-21T15:37:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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