Civic Intelligence

Stonehaven Foundation

990PF • Fiscal year 2016 • EIN 46-1576452

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 28, 2017

Organization Profile
2281 W 190th Street No 200Torrance, CA 90504

(310) 755-7801

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

52nd percentile

1.3%

Faster asset growth than 52% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

64%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,928,941

Up $36,627 (+1.3%) from 2015

Net Assets

Up

$2,928,941

Up $36,627 (+1.3%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin87th percentile

Revenue

Up

$265,829

Up $103,288 (+64%) from 2015

Expenses

Down

$167,041

Down $4,255 (-2.5%) from 2015

Net Income

Up

$98,788

Up $107,543 (+1228%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,800,000Liabilities 2012: $02012Assets 2013: $2,931,383Liabilities 2013: $1Net Assets 2013: $2,931,3832013Assets 2014: $2,940,035Liabilities 2014: $1Net Assets 2014: $2,940,0352014Assets 2015: $2,892,314Liabilities 2015: $1Net Assets 2015: $2,892,3142015Assets 2016: $2,928,941Liabilities 2016: $0Net Assets 2016: $2,928,9412016Assets 2017: $3,151,354Liabilities 2017: $0Net Assets 2017: $3,151,3542017Assets 2018: $2,796,091Liabilities 2018: $0Net Assets 2018: $2,796,0912018Assets 2019: $3,106,598Liabilities 2019: $1Net Assets 2019: $3,106,5982019Assets 2020: $3,069,362Liabilities 2020: $1Net Assets 2020: $3,069,3622020Assets 2021: $3,394,343Liabilities 2021: $1Net Assets 2021: $3,394,3432021Assets 2022: $2,836,056Liabilities 2022: $1Net Assets 2022: $2,836,0562022Assets 2023: $2,965,076Liabilities 2023: $1Net Assets 2023: $2,965,0762023Assets 2024: $3,513,126Liabilities 2024: $0Net Assets 2024: $3,513,1262024

Highlighted filing

2016

Assets$2,928,941
Liabilities$0
Net Assets$2,928,941
Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $2,800,850Expenses 2012: $850Net Income 2012: $2,800,0002012Revenue 2013: $63,060Expenses 2013: $30,843Net Income 2013: $32,2172013Revenue 2014: $116,560Expenses 2014: $150,480Net Income 2014: -$33,9202014Revenue 2015: $162,541Expenses 2015: $171,296Net Income 2015: -$8,7552015Revenue 2016: $265,829Expenses 2016: $167,041Net Income 2016: $98,7882016Revenue 2017: $286,102Expenses 2017: $162,651Net Income 2017: $123,4512017Revenue 2018: $135,794Expenses 2018: $174,214Net Income 2018: -$38,4202018Revenue 2019: $92,872Expenses 2019: $159,456Net Income 2019: -$66,5842019Revenue 2020: $106,675Expenses 2020: $164,594Net Income 2020: -$57,9192020Revenue 2021: $262,567Expenses 2021: $228,402Net Income 2021: $34,1652021Revenue 2022: $400,947Expenses 2022: $226,651Net Income 2022: $174,2962022Revenue 2023: $87,153Expenses 2023: $147,662Net Income 2023: -$60,5092023Revenue 2024: $160,469Expenses 2024: $170,967Net Income 2024: -$10,4982024

Highlighted filing

2016

Revenue$265,829
Expenses$167,041
Net Income$98,788
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 28, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES W INSKEEPPresident-$0--
KIMBERLY L INSKEEPTreasurer/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Stonehaven Foundation
EIN
46-1576452
Phone
3107557801
Address
2281 W 190TH STREET NO 200, TORRANCE, CA 90504

Signing Officer

Name
James W Inskeep
Title
President
Phone
3107557801
Signed
2017-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
10990 WILSHIRE BLVD 16TH FLOOR, LOS ANGELES, CA 90024-3929
Preparer
Lizbeth G Nevarez
Phone
3108731600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm386 SHRS CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39114 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40107 SHRS CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4140 SHRS COSTCO WHOLESALE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm426 SHRS CREDICORP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4362 SHRS CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4494 SHRS DARDEN RESTAURANTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4510 SHRS DELPHI AUTOMOTVE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm468 SHRS DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4736 SHRS DTE ENERGY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48251 SHRS EBAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4929 SHRS ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5062 SHRS FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5168 SHRS GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5219 SHRS GILDAN ACTIVEWEAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5315 SHRS GW PHARMACEUTIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54565 SHRS HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5514 SHRS HDFC BANK LIMITD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5656 SHRS I N G GROEP N V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5799 SHRS ICICI BANK LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5812 SHRS INGERSOLL RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59201 SHRS INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60105 SHRS JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6119 SHRS KONINKLIJKE PHILIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62131 SHRS LKQ CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6388 SHRS LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6447 SHRS LYONDELLBASELL INDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6580 SHRS MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6631 SHRS MICKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67104 SHRS MICHAEL KORS HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6811 SHRS NATIONAL GRID PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm693 SHRS NETEASE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7165 SHRS OCCIDENTAL PETROL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7222 AHRS PERRIGO CO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73198 SHRS PFIZER INCORPORATED
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7570 SHRS PUB SVC ENTERPISE GP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76110 SHRS QUANTA SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7748 SHRS RAYTHEON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7818 SHRS ROPER TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7939 SHRS ROCKWELL COLLINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8027 SHRS S K TELECOM CO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8115 SHRS SANOFI SPOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8274 SHRS SCRIPPS NTWK INTERAC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8325 SHRS SONY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8429 SHRS STANLEY BLACK & DECK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8550 SHRS STERICYCLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8676 SHRS TARGET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8713 SHRS TEVA PHARM INDS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8869 SHRS THERMO FISHER SCNTFC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8922 SHRS TORONTO DOMINION BNK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9055 SHRS TRAVELERS COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9192 SHRS TYSON FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9220 SHRS UNILEVER N V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9361 SHRS UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9440 SHRS UNITEDHEALTH GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95209 SHRS UNUM GROUP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9716 SHRS VALERO ENERGY CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9956 SHRS VIPSHOP HLDGS LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10120 SHRS VODAFONE GROUP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10385 SHRS WALGREENS BOOTS ALLI
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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,928,941
Liabilities
$0
Net assets
$2,928,941
Revenue
$265,829
Expenses
$167,041
Net income
$98,788
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.16$0.17$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.09$0.15$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.40$0.23$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.26$0.23$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.11$0.16$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.09$0.16$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.14$0.17$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.29$0.16$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.27$0.17$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.16$0.17$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.12$0.15$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.06$0.03$0.03
2012Summary only. Only limited summary data is available for this year.$2.80$0.00$2.80$0.00$2.80