Civic Intelligence

Basil Family Foundation

990PF • Fiscal year 2023 • EIN 33-0847552

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
711 West 33rd St Ste 5San Pedro, CA 90731

(805) 746-2373

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

97th percentile

98%

Higher net margin than 97% 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

97th percentile

157%

Faster asset growth than 97% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2021 to 2023

Revenue Growth

99th percentile

3134%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,803,640

Up $2,380,652 (+563%) from 2021

Net Assets

Up

$2,803,640

Up $2,380,652 (+563%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin97th percentile

Revenue

Up

$2,403,696

Up $2,401,398 (+104499%) from 2021

Expenses

Down

$52,306

Down $2,153 (-4.0%) from 2021

Net Income

Up

$2,351,390

Up $2,403,551 (+4608%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$3.0M$2.0M$1.0M$0Assets 2021: $422,988Liabilities 2021: $0Net Assets 2021: $422,9882021Assets 2023: $2,803,640Liabilities 2023: $0Net Assets 2023: $2,803,6402023Assets 2024: $2,829,532Liabilities 2024: $0Net Assets 2024: $2,829,5322024

Highlighted filing

2023

Assets$2,803,640
Liabilities$0
Net Assets$2,803,640
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $2,298Expenses 2021: $54,459Net Income 2021: -$52,1612021Revenue 2023: $2,403,696Expenses 2023: $52,306Net Income 2023: $2,351,3902023Revenue 2024: $126,536Expenses 2024: $167,048Net Income 2024: -$40,5122024

Highlighted filing

2023

Revenue$2,403,696
Expenses$52,306
Net Income$2,351,390
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY BASILDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Basil Family Foundation
EIN
33-0847552
Phone
8057462373
Address
711 WEST 33RD ST STE 5, SAN PEDRO, CA 90731

Signing Officer

Name
Wendy Basil
Title
Director
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Herman & Chamow Cpas
Address
8447 WILSHIRE BLVD STE 202, BEVERLY HILLS, CA 90211
Preparer
David J Herman CPA
Phone
3108547773
Raw XML Appendix208 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/BookValueAmt188929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22400000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0HANCOCK JOHN LIFE INSURANCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD HIGH DIVIDEND YEILD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FIDELITY TREASURY PORT INSTITUTIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0202674
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt188929
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt056955
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt043644
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02803640
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt087198
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt087990
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0792
IRS990PF/DistributableAmountGrp/TotalTaxAmt0792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0792
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0794
IRS990PF/FMVAssetsEOYAmt02803640
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0163361
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0112037
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0112037
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0408606
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt02803640
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0245245
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02691603
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0408606
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01786590
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0122333
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01664257
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt026799
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt087990
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01759791
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01786590
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WENDY BASIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0711 WEST 33RD ST 5
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0907316849
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt013
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INCOME ARE GENERATED FROM BANK INTEREST AND INVESTMENT IN STOCKS AND BONDS.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0711 WEST 33RD ST 5
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN PEDRO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0907316849
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WENDY BASIL
IRS990PF/StatementsRegardingActyGrp/PhoneNum08057462373
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0https://basilfamilyfoundation.org/
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0OUTREACH PROGRAM TO RECOGNIZE INDIVIDUALS' EDUCATIONAL TALENTS AND ACHIEVEMENTS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt087198
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt062065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt032221
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt029844
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt062065
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt062065
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt025133
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BASILY FAMILY TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0711 WEST 33RD STREET 5
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN PEDRO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0907316849
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02346741
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LIFE INSURANCE PREMIUMS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt052306
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0BASILY FAMILY TRUST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0711 WEST 33RD STREET 5
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SAN PEDRO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0907316849
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY BASIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BASIL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BASI
ReturnHeader/Filer/EIN0330847552
ReturnHeader/Filer/PhoneNum08057462373
ReturnHeader/Filer/USAddress/AddressLine1Txt0711 WEST 33RD ST STE 5
ReturnHeader/Filer/USAddress/CityNm0SAN PEDRO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090731
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954841807
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERMAN & CHAMOW CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08447 WILSHIRE BLVD STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEVERLY HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090211
ReturnHeader/PreparerPersonGrp/PhoneNum03108547773
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID J HERMAN CPA
ReturnHeader/ReturnTs02024-11-15T15:42:44-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,803,640
Liabilities
$0
Net assets
$2,803,640
Revenue
$2,403,696
Expenses
$52,306
Net income
$2,351,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.13$0.17$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$2.40$0.05$2.35
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.00$0.05$0.05