Civic Intelligence

Borchardt Family Foundation

EIN 36-4197518 • Santa Barbara, CA

1960 Mission Ridge RoadSanta Barbara, CA 93103
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

6th percentile

-457%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

82nd percentile

44%

Faster revenue growth than 82% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$0

Down $121,125 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $121,125 (-100%) from 2021

Revenue

Up

$26,525

Up $8,119 (+44%) from 2021

Expenses

Up

$147,650

Up $133,260 (+926%) from 2021

Net Income

Down

-$121,125

Down $125,141 (-3116%) from 2021

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2017: $119,841Liabilities 2017: $0Net Assets 2017: $119,8412017Assets 2018: $137,042Liabilities 2018: $0Net Assets 2018: $137,0422018Assets 2019: $130,933Liabilities 2019: $0Net Assets 2019: $130,9332019Assets 2020: $117,109Liabilities 2020: $0Net Assets 2020: $117,1092020Assets 2021: $121,125Liabilities 2021: $0Net Assets 2021: $121,1252021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2017: $16,202Expenses 2017: $9,817Net Income 2017: $6,3852017Revenue 2018: $30,640Expenses 2018: $13,439Net Income 2018: $17,2012018Revenue 2019: $6,582Expenses 2019: $12,691Net Income 2019: -$6,1092019Revenue 2020: $710Expenses 2020: $14,534Net Income 2020: -$13,8242020Revenue 2021: $18,406Expenses 2021: $14,390Net Income 2021: $4,0162021Revenue 2022: $26,525Expenses 2022: $147,650Net Income 2022: -$121,1252022

Highlighted filing

2022

Revenue$26,525
Expenses$147,650
Net Income-$121,125

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 15, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL A NOVAKSect/Treasurer-$0--
SCOTT A BORCHARDTDirector-$0--
KIRK A BORCHARDTDirector-$0--
PAMELA A DREHMELDirector-$0--
Filing and Contact Details

Filer

Filer Name
Borchardt Family Foundation
EIN
36-4197518
In Care Of
% KIRK BORCHARDT
Phone
8054536388
Address
1960 MISSION RIDGE ROAD, SANTA BARBARA, CA 93103

Signing Officer

Name
Kirk Borchardt
Title
Director
Phone
8054536388
Signed
2023-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Friedman & Huey Assoc Llp
Address
1313 WEST 175TH STREET, HOMEWOOD, IL 60430
Phone
7087996800
Raw XML Appendix356 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/GrantOrContributionPurposeTxt5NON-SPECIFIED USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NORTHERN EXPRESS AMATEUR HOCKEY ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BABY SPIRIT FOUNDATION NFP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LOUISVILLE HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COMMUNITY GENERAL HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PLANNED PARENTHOOD NORTH CENTRAL STATES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ANIMAL HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1625 BUSSE HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt222300 MULHOLLAND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3100 E LEFEVRE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4671 VANDALIA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5845 MEADOW LANE NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PARK RIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PARK RIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WOODLAND HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3STERLING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5GOLDEN VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060068
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160068
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291364
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd361081
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd455114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd555422
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0143000
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/AppliedToCurrentYearAmt06744
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06744
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06155
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06753
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03880
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05940
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02589
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02589
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0160999
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0138271
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06155
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06753
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03880
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05940
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0145015
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0138271
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0163588
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025317
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt051
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt051
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0202
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BBH MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0202
TaxesSchedule/TaxesDetail/Amt0269
TaxesSchedule/TaxesDetail/Amt1113
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES - 2021 TAX YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES - 2022 TAX YEAR
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIRK BORCHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08054536388
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BORCHARDT FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BORC
ReturnHeader/Filer/EIN0364197518
ReturnHeader/Filer/InCareOfNm0% KIRK BORCHARDT
ReturnHeader/Filer/PhoneNum08054536388
ReturnHeader/Filer/USAddress/AddressLine1Txt01960 MISSION RIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRIEDMAN & HUEY ASSOC LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01313 WEST 175TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOMEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060430
ReturnHeader/PreparerPersonGrp/PhoneNum07087996800
ReturnHeader/ReturnTs02023-09-30T15:05:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIRK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BORCHARDT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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