Civic Intelligence

Robert & Helen E Grant Foundation

990PF • Fiscal year 2020 • EIN 46-3647196

Dec 01, 2019 to Nov 30, 2020 • Filed on Oct 15, 2020

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

3rd percentile

-305%

Higher net margin than 3% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

15th percentile

-5.7%

Faster asset growth than 15% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-81%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,163,490

Down $70,227 (-5.7%) from 2019

Net Assets

Down

$1,163,490

Down $70,227 (-5.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin3rd percentile

Revenue

Down

$23,010

Down $97,955 (-81%) from 2019

Expenses

Down

$93,237

Down $11,226 (-11%) from 2019

Net Income

Down

-$70,227

Down $86,729 (-526%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2020

Assets$1,163,490
Liabilities$0
Net Assets$1,163,490
Open 2020 Filing

Operations Trend

Revenue Growth3rd 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

2020

Revenue$23,010
Expenses$93,237
Net Income-$70,227
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Oct 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A PETTERSONCEO/Chair-$0--
GAIL J PETTERSONSecretary/Tr-$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 a Petterson
Title
CEO/chair
Phone
8586950596
Signed
2020-10-15

Preparer

Firm
Robert a Petterson CPA
Address
9683 TIERRA GRANDE ST STE 101, SAN DIEGO, CA 92126-6503
Preparer
Robert a Petterson
Phone
8586950596
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16JPMORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17KRAFT FOODS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MGM GROWTH PROPERTIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24PHILLIP MORRIS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27RAYTHEON TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ROYAL DUTCH SHELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29SIEMENS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31SPIRIT MTA REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32SPIRIT REALTY CAPITAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33SYSCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36VIACOM CBS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38VODAFONE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39W P CARY INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40BLACKROCK SCIENCE & TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41BLACKROCK SCIENCE & TECH II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42X FIRST TRUST STOXX EUROPEAN ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43X JOHN HANCOCK FIN OPPORTUNITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SDPR BLOOMBERG
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Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,163,490
Liabilities
$0
Net assets
$1,163,490
Revenue
$23,010
Expenses
$93,237
Net income
-$70,227
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