Civic Intelligence

Robert & Helen E Grant Foundation

990PF • Fiscal year 2015 • EIN 46-3647196

Dec 01, 2014 to Nov 30, 2015 • Filed on Oct 17, 2016

Organization Profile
9683 Tierra Grande St Ste 101San Diego, CA 92126-6503

(858) 695-0596

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

97th percentile

341%

Faster asset growth than 97% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

275%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$314,868

Up $243,447 (+341%) from 2014

Net Assets

$314,868

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

Up

$268,639

Up $197,068 (+275%) from 2014

Expenses

Up

$25,192

Up $25,042 (+16695%) from 2014

Net Income

Up

$243,447

Up $172,026 (+241%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $71,421Liabilities 2014: $02014Assets 2015: $314,868Liabilities 2015: $0Net Assets 2015: $314,8682015Assets 2016: $391,127Liabilities 2016: $0Net Assets 2016: $391,1272016Assets 2018: $1,217,215Liabilities 2018: $0Net Assets 2018: $1,217,2152018Assets 2019: $1,233,717Liabilities 2019: $0Net Assets 2019: $1,233,7172019Assets 2020: $1,163,490Liabilities 2020: $0Net Assets 2020: $1,163,4902020Assets 2021: $1,240,829Liabilities 2021: $0Net Assets 2021: $1,240,8292021Assets 2022: $1,215,697Liabilities 2022: $0Net Assets 2022: $1,215,6972022Assets 2023: $1,135,814Liabilities 2023: $0Net Assets 2023: $1,135,8142023Assets 2024: $1,805,281Liabilities 2024: $0Net Assets 2024: $1,805,2812024

Highlighted filing

2015

Assets$314,868
Liabilities$0
Net Assets$314,868
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $71,571Expenses 2014: $150Net Income 2014: $71,4212014Revenue 2015: $268,639Expenses 2015: $25,192Net Income 2015: $243,4472015Revenue 2016: $101,259Expenses 2016: $25,000Net Income 2016: $76,2592016Revenue 2018: $113,292Expenses 2018: $97,321Net Income 2018: $15,9712018Revenue 2019: $120,965Expenses 2019: $104,463Net Income 2019: $16,5022019Revenue 2020: $23,010Expenses 2020: $93,237Net Income 2020: -$70,2272020Revenue 2021: $170,889Expenses 2021: $93,550Net Income 2021: $77,3392021Revenue 2022: $68,229Expenses 2022: $93,361Net Income 2022: -$25,1322022Revenue 2023: $47,499Expenses 2023: $126,015Net Income 2023: -$78,5162023Revenue 2024: $804,010Expenses 2024: $134,543Net Income 2024: $669,4672024

Highlighted filing

2015

Revenue$268,639
Expenses$25,192
Net Income$243,447
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Oct 17, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A PETTERSONCEO/ChairPT$0--
GAIL J PETTERSONSecretary/TrPT$0--
Filing and Contact Details

Filer

Filer Name
Robert & Helen E Grant Foundation
EIN
46-3647196
Phone
8586950596
Address
9683 TIERRA GRANDE ST STE 101, SAN DIEGO, CA 92126-6503

Signing Officer

Name
Robert Petterson
Title
CEO
Phone
8586950596
Signed
2016-10-17

Preparer

Firm
Robert a Petterson CPA
Address
9683 TIERRA GRANDE ST STE 101, SAN DIEGO, CA 92126-6503
Preparer
Robert a Petterson
Phone
8586950596
Raw XML Appendix335 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/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0ROBERT PETTERSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09683 TIERRA GRANDE ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0SUITE 101
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN DIEGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092126
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08586950596
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NA
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CAMP CONNECT FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PROMISES2KID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09400 RUFFIN COURT SUITE A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092123
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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/AppliedToCurrentYearAmt014792
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014792
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010208
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010208
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010208
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010208
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0GRANT REV DEC OF TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt09683 TIERRA GRANDE ST STE 101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN DIEGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092126
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0251835
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0167
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0167
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ROBERT PETTERSON TRUSTEE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt09683 TIERRA GRANDE ST STE 101
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SAN DIEGO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0921266503
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA CHARITABLE TRUST
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT PETTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08586950596
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT & HELEN E GRANT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0463647196
ReturnHeader/Filer/PhoneNum08586950596
ReturnHeader/Filer/USAddress/AddressLine1Txt09683 TIERRA GRANDE ST STE 101
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0921266503
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953673745
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT A PETTERSON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09683 TIERRA GRANDE ST STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921266503
ReturnHeader/PreparerPersonGrp/PhoneNum08586950596
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A PETTERSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-17T22:52:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$314,868
Liabilities
$0
Net assets
$314,868
Revenue
$268,639
Expenses
$25,192
Net income
$243,447
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.80$0.13$0.67
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.13$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.07$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.17$0.09$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.02$0.09$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.12$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.11$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.10$0.03$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.27$0.03$0.24
2014Summary only. Only limited summary data is available for this year.$0.07$0.00$0.07$0.00$0.07
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00