Civic Intelligence

The Guha Family Foundation

990PF • Fiscal year 2023 • EIN 45-3981050

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

Organization Profile
PO Box 957 221 Main StreetLos Altos, CA 94023

(650) 845-8100

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

15th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

82nd percentile

22%

Faster asset growth than 82% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Flat

$26,477,902

Flat from 2023

Net Assets

$26,477,827

No earlier filing loaded for comparison.

Liabilities

Flat

$75

Flat from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin70th percentile

Revenue

Flat

$1,287,544

Flat from 2023

Expenses

Flat

$1,085,190

Flat from 2023

Net Income

Flat

$202,354

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$40M$30M$20M$10M$0Assets 2011: $1,198,081Liabilities 2011: $02011Assets 2012: $7,809,798Liabilities 2012: $02012Assets 2013: $16,058,002Liabilities 2013: $0Net Assets 2013: $16,058,0022013Assets 2015: $12,755,236Liabilities 2015: $0Net Assets 2015: $12,755,2362015Assets 2016: $10,466,749Liabilities 2016: $0Net Assets 2016: $10,466,7492016Assets 2017: $11,652,262Liabilities 2017: $0Net Assets 2017: $11,652,2622017Assets 2019: $19,064,996Liabilities 2019: $1602019Assets 2020: $22,374,728Liabilities 2020: $75Net Assets 2020: $22,374,6532020Assets 2021: $28,161,855Liabilities 2021: $75Net Assets 2021: $28,161,7802021Assets 2022: $21,782,975Liabilities 2022: $75Net Assets 2022: $21,782,9002022Assets 2023: $26,477,902Liabilities 2023: $75Net Assets 2023: $26,477,8272023Assets 2023: $26,477,902Liabilities 2023: $752023Assets 2024: $30,643,753Liabilities 2024: $75Net Assets 2024: $30,643,6782024

Highlighted filing

2023

Assets$26,477,902
Liabilities$75
Net Assets$26,477,827
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,198,081Expenses 2011: $0Net Income 2011: $1,198,0812011Revenue 2012: $6,678,329Expenses 2012: $66,612Net Income 2012: $6,611,7172012Revenue 2013: $8,598,641Expenses 2013: $350,437Net Income 2013: $8,248,2042013Revenue 2015: $145,308Expenses 2015: $2,844,007Net Income 2015: -$2,698,6992015Revenue 2016: $354,715Expenses 2016: $2,517,495Net Income 2016: -$2,162,7802016Revenue 2017: $1,120,567Expenses 2017: $64,764Net Income 2017: $1,055,8032017Revenue 2019: $828,487Expenses 2019: $132,000Net Income 2019: $696,4872019Revenue 2020: $1,800,962Expenses 2020: $389,094Net Income 2020: $1,411,8682020Revenue 2021: $1,251,293Expenses 2021: $57,654Net Income 2021: $1,193,6392021Revenue 2022: -$169,819Expenses 2022: $1,078,555Net Income 2022: -$1,248,3742022Revenue 2023: $1,287,544Expenses 2023: $1,085,190Net Income 2023: $202,3542023Revenue 2023: $1,287,544Expenses 2023: $1,085,190Net Income 2023: $202,3542023Revenue 2024: $790,766Expenses 2024: $1,358,794Net Income 2024: -$568,0282024

Highlighted filing

2023

Revenue$1,287,544
Expenses$1,085,190
Net Income$202,354
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAMANATHAN GUHAPresident And Director-$0--
ASHA GUHASecretary, Treasurer And D-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSILICON VALLEY COMMUNITY FOUNDATIONFUNDING CHARITABLE ACTIVITIES DONATION OF STOCKSDISTRIBUTIONS OF PROPERTY VALUED AT FAIR MARKET VALUE AT DATES OF DISTRIBUTION: 1. DATE OF DISTRIBUTION: DECEMBER 21, 2023 2. DESCRIPTION OF PROPERTY: 9,803 SHARES PRIMECAP ODYSSEY GROWTH 3. BOOK VALUE OF PROPERTY: $325,469.40METHOD FOR DETERMINING BOOK VALUE: COST BASIS OF SECURITIES 4. FAIR MARKET VALUE: $356,633.14METHOD FOR DETERMINING FAIR MARKET VALUE: HIGH AND LOW AVERAGE ON DATE OF DISTRIBUTIONDONOR ADVISED FUNDMOUNTAIN VIEW, CA, US$356,633
Paid GrantINTERNATIONAL RESCUE COMMITTEEGENERAL SUPPORTPUBLIC CHARITYALBERT LEA, MN, US$250,000
Paid GrantIIT MADRAS FOUNDATIONGENERAL SUPPORTPUBLIC CHARITYCUPERTINO, CA, US$250,000
Paid GrantHINDU COMMUNITY AND CULTURAL CENTERGENERAL SUPPORTPUBLIC CHARITYLIVERMORE, CA, US$111,116
Paid GrantLELAND STANFORD JUNIOR UNIVERSITYGENERAL SUPPORTPUBLIC CHARITYSTANFORD, CA, US$50,000
Filing and Contact Details

Filer

Filer Name
Radheya
EIN
45-3981050
Phone
6508458100
Address
PO BOX 957 221 MAIN STREET, LOS ALTOS, CA 94023

Signing Officer

Name
Ramanathan Guha
Title
President
Phone
6508458100
Signed
2024-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Frank Rimerman & Co Llp
Address
60 S MARKET STREET SUITE 500, SAN JOSE, CA 95113
Preparer
Sangini Goenka
Phone
4082795566
Raw XML AppendixShowing 400 of 421 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt018924807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11853899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23131904
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MARKETABLE SECURITIES - DETAILS AVAILABLE UPON REQUEST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1NORTHERN TRACE FUND II LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AUDAX SENIOR LOAN FUND (ST), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3APERIA TECHNOLOGIES, INC. NOTE
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SHORT-TERM GAIN FROM NORTHERN TRACE FUND II LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LONG-TERM GAIN FROM NORTHERN TRACE FUND II LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DISTRIBUTIONS - DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SHORT-TERM GAIN FROM AUDAX SENIOR LOAN FUND (ST), LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6LONG-TERM GAIN FROM AUDAX SENIOR LOAN FUND (ST), LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt021782900
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt026477827
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11232 ARROWHEAD AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 6068
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0957056
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt021623
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt149
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3-77228
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt477228
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OtherIncomeSchedule2/OtherIncomeDetail/Desc4LESS: AMOUNT REPORTED ON 990-T AS UBTI
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt40
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt149
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2127685
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-77228
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt477228
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04492573
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt075
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OTHER PAYABLES
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TaxesSchedule/TaxesDetail/Amt010000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RAMANATHAN GUHA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06508458100
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-15
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ReturnHeader/Filer/BusinessNameControlTxt0RADH

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
$26,477,902
Liabilities
$75
Net assets
$26,477,827
Revenue
$1,287,544
Expenses
$1,085,190
Net income
$202,354
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.6$0.00$30.6$0.79$1.36$0.57
2023Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$1.29$1.09$0.20
2023Summary only. Only limited summary data is available for this year.$26.5$0.00$1.29$1.09$0.20
2022Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$0.17$1.08$1.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.2$0.00$28.2$1.25$0.06$1.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$0.00$22.4$1.80$0.39$1.41
2019Summary only. Only limited summary data is available for this year.$19.1$0.00$0.83$0.13$0.70
2017Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.12$0.06$1.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$0.00$10.5$0.35$2.52$2.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.00$12.8$0.15$2.84$2.70
2013Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$8.60$0.35$8.25
2012Summary only. Only limited summary data is available for this year.$7.81$0.00$6.68$0.07$6.61
2011Summary only. Only limited summary data is available for this year.$1.20$0.00$1.20$0.00$1.20