Civic Intelligence

Robert & Helen E Grant Foundation

990PF • Fiscal year 2022 • EIN 46-3647196

Dec 01, 2021 to Nov 30, 2022 • Filed on Nov 16, 2023

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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

15th percentile

-37%

Higher net margin than 15% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

42nd percentile

-2.0%

Faster asset growth than 42% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-60%

Faster revenue growth than 10% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,215,697

Down $25,132 (-2.0%) from 2021

Net Assets

Down

$1,215,697

Down $25,132 (-2.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin15th percentile

Revenue

Down

$68,229

Down $102,660 (-60%) from 2021

Expenses

Down

$93,361

Down $189 (-0.2%) from 2021

Net Income

Down

-$25,132

Down $102,471 (-132%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2022

Assets$1,215,697
Liabilities$0
Net Assets$1,215,697
Open 2022 Filing

Operations Trend

Revenue Growth10th 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

2022

Revenue$68,229
Expenses$93,361
Net Income-$25,132
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Nov 16, 2023
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th 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
2023-11-16

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/StockNm17MERCK & CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21PLYMONTH INDI REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PHILLIP MORRIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24PROCTOR & GAMBLE CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30SPIRIT MTA REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31SPIRIT REALTY CAPITAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33VIACOM CBS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34VIATRIS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36BLACKROCK SCIENCE & TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37BLACKROCK SCIENCE & TECH II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38EATON VANCE TAX MANAGED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39X FIRST TRUST STOXX EUROPEAN ETF
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0511612
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt029793
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01215697
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Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,215,697
Liabilities
$0
Net assets
$1,215,697
Revenue
$68,229
Expenses
$93,361
Net income
-$25,132
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