Civic Intelligence

The Libra Foundation

990PF • Fiscal year 2021 • EIN 36-4812310

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
1 Letterman Drive Suite C4-420San Francisco, CA 94129

(415) 549-4970

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.05x

Higher debt load relative to revenue than 15% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Net Margin

89th percentile

56%

Higher net margin than 89% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

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

2021 filings • $250M-$1B nonprofits • Source year 2021

Asset Growth

29th percentile

5.8%

Faster asset growth than 29% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

162%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$556,131,508

Up $30,599,366 (+5.8%) from 2020

Net Assets

Up

$551,702,879

Up $35,743,860 (+6.9%) from 2020

Liabilities

Down

$4,428,629

Down $5,144,494 (-54%) from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin89th percentile

Revenue

Up

$81,132,072

Up $50,187,925 (+162%) from 2020

Expenses

Down

$35,884,261

Down $14,877,860 (-29%) from 2020

Net Income

Up

$45,247,811

Up $65,065,785 (+328%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$600M$400M$200M$0Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $216,900,615Liabilities 2016: $3,571,089Net Assets 2016: $213,329,5262016Assets 2017: $334,346,942Liabilities 2017: $6,205,000Net Assets 2017: $328,141,9422017Assets 2018: $458,177,906Liabilities 2018: $10,078,950Net Assets 2018: $448,098,9562018Assets 2019: $513,535,676Liabilities 2019: $11,748,584Net Assets 2019: $501,787,0922019Assets 2020: $525,532,142Liabilities 2020: $9,573,123Net Assets 2020: $515,959,0192020Assets 2021: $556,131,508Liabilities 2021: $4,428,629Net Assets 2021: $551,702,8792021Assets 2022: $451,295,059Liabilities 2022: $2,469,317Net Assets 2022: $448,825,7422022Assets 2023: $451,962,279Liabilities 2023: $5,227,347Net Assets 2023: $446,734,9322023Assets 2024: $432,160,285Liabilities 2024: $4,136,090Net Assets 2024: $428,024,1952024

Highlighted filing

2021

Assets$556,131,508
Liabilities$4,428,629
Net Assets$551,702,879
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

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

$200M$100M$0-$100MRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $15,798,156Expenses 2016: $12,670,585Net Income 2016: $3,127,5712016Revenue 2017: $108,484,266Expenses 2017: $19,454,042Net Income 2017: $89,030,2242017Revenue 2018: $173,403,846Expenses 2018: $24,459,037Net Income 2018: $148,944,8092018Revenue 2019: $17,412,535Expenses 2019: $29,976,864Net Income 2019: -$12,564,3292019Revenue 2020: $30,944,147Expenses 2020: $50,762,121Net Income 2020: -$19,817,9742020Revenue 2021: $81,132,072Expenses 2021: $35,884,261Net Income 2021: $45,247,8112021Revenue 2022: $3,443,825Expenses 2022: $39,201,527Net Income 2022: -$35,757,7022022Revenue 2023: $4,904,607Expenses 2023: $35,574,448Net Income 2023: -$30,669,8412023Revenue 2024: $23,090,346Expenses 2024: $32,475,476Net Income 2024: -$9,385,1302024

Highlighted filing

2021

Revenue$81,132,072
Expenses$35,884,261
Net Income$45,247,811
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICHOLAS JPRITZKERBoard Chair-$0--
JACOB PRITZKERDirector-$0--
ISAAC PRITZKERDirector-$0--
JOSEPH PRITZKERDirector-$0--
JAMES SCHWABASecretary-$0--
AMY FREIDINGERTreasurer-$0--
REGAN PRITZKERCo-President/Director Of Impact Invest-$0--
SUSAN S PRITZKERCo-President-$0--
LORI D MILLSVice PresidentPT$0--
CRYSTAL HAYLINGExecutive DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Libra Foundation
EIN
36-4812310
Phone
4155494970
Address
1 LETTERMAN DRIVE SUITE C4-420, SAN FRANCISCO, CA 94129

Signing Officer

Name
Amy Freidinger
Title
Treasurer
Phone
4155494970
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax
Address
50 SOUTH SIXTH STREET, MINNEAPOLIS, MN 55402
Preparer
Sarah Redden
Phone
6123974000
Raw XML AppendixShowing 400 of 1,134 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VI-A LINE 12
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART VII-B LINE 1(A) (2)
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990-PF, PART VII-B LINE 1(A) (3)
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1LINE 1A (2) OF PART VII-B IS ANSWERED YES. AN INTEREST FREE LOAN FOR EXPENSES OF LESS THAN $1,000 WAS MADE BY TAO CAPITAL PARTNERS LLC, AN ENTITY WHOLLY OWNED BY NICHOLAS J. PRITZKER AND HIS FAMILY, TO THE LIBRA FOUNDATION.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2LINE 1A (3) OF PART VII-B IS ANSWERED YES. TAO CAPITAL PARTNERS LLC, AN ENTITY OWNED BY NICHOLAS J. PRITZKER AND HIS FAMILY, PROVIDED ACCOUNTING AND TAX SERVICES TO THE LIBRA FOUNDATION WITHOUT CHARGE.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ABERDEEN VP VI (OFFSHORE)
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt081132072
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt041000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt082000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011937057
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0191899806
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt017008
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01156935
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02706711
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01597245
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01520299
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01411733
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt036680263
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03156924
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt035884261
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt081175774
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt081132072
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01680263
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03156924
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06035189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0125072189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1295658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt054682769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13368390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28480800
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13368390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28480800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0179754958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13368390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28776458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PARTNERSHIP GAINS/(LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt09503951
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0551702879
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt025086299
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt024592792
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt025086299
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt025677254
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0493507
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01084462
IRS990PF/DistributableAmountGrp/TotalTaxAmt01084462
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0522598
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01157060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0450000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01084462
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0522598
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01084462
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01084462
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01607060
IRS990PF/FMVAssetsEOYAmt0556131508
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01512967
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01777701
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0860016
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt033384754
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0860016
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0860016
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0321392359
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0283373028
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0283373028
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt06381856
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt01230928
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01297
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt06484
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt06484
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt05187
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt05187
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0515959019
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0551702879
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02561724
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02170672
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02170672
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0149941237
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0158808277
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0158808277
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01678300
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01420000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt08321429
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt07710297
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt08321429

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$556,131,508
Liabilities
$4,428,629
Net assets
$551,702,879
Revenue
$81,132,072
Expenses
$35,884,261
Net income
$45,247,811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$432$4.14$428$23.1$32.5$9.39
2023Detailed filing. Detailed filing data is available for this year.$452$5.23$447$4.90$35.6$30.7
2022Detailed filing. Detailed filing data is available for this year.$451$2.47$449$3.44$39.2$35.8
2021Detailed filing. Detailed filing data is available for this year.$556$4.43$552$81.1$35.9$45.2
2020Detailed filing. Detailed filing data is available for this year.$526$9.57$516$30.9$50.8$19.8
2019Detailed filing. Detailed filing data is available for this year.$514$11.7$502$17.4$30.0$12.6
2018Detailed filing. Detailed filing data is available for this year.$458$10.1$448$173$24.5$149
2017Detailed filing. Detailed filing data is available for this year.$334$6.21$328$108$19.5$89.0
2016Detailed filing. Detailed filing data is available for this year.$217$3.57$213$15.8$12.7$3.13
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00