Civic Intelligence

Robert & Helen E Grant Foundation

990PF • Fiscal year 2024 • EIN 46-3647196

Dec 01, 2023 to Nov 30, 2024 • Filed on Oct 15, 2025

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

93rd percentile

59%

Faster asset growth than 93% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1593%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,805,281

Up $669,467 (+59%) from 2023

Net Assets

Up

$1,805,281

Up $669,467 (+59%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin96th percentile

Revenue

Up

$804,010

Up $756,511 (+1593%) from 2023

Expenses

Up

$134,543

Up $8,528 (+6.8%) from 2023

Net Income

Up

$669,467

Up $747,983 (+953%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2024

Assets$1,805,281
Liabilities$0
Net Assets$1,805,281
Open 2024 Filing

Operations Trend

Revenue Growth99th 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

2024

Revenue$804,010
Expenses$134,543
Net Income$669,467
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 15, 2025
Return Version
2023v6.0
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
2025-10-15

Preparer

Firm
Robert a Petterson CPA
Address
9683 TIERRA GRANDE ST STE 101, SAN DIEGO, CA 92126-6503
Preparer
Robert a Petterson
Phone
8586950596
Raw XML Appendix270 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.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1158457
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0944700
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0104484
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0105660
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IRS990PF/DistributableAmountGrp/TotalTaxAmt01176
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt067
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02052555
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032181
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0105660
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT A PETTERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GAIL J PETTERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO/CHAIR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN DIEGO
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAN DIEGO NATURAL HISTORY MUSEUM
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt035539
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt031551
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt037311
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0171615
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt025516
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt055381
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt035539
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023628
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031551
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0130000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt025516
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0208926
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0183410
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GRANT REV DEC OF TRUST
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/TotalContributionsAmt0731000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ACCT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23221
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt337
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/Amt285
TaxesSchedule/TaxesDetail/Amt3900
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1CHARITABLE TRUST FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN INCOME TAX WITHHELD OF D
TaxesSchedule/TaxesDetail/CategoryTxt3FEDERAL TAX PAYMENTS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT A PETTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08586950596
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A PETTERSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-15T23:18:14-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,805,281
Liabilities
$0
Net assets
$1,805,281
Revenue
$804,010
Expenses
$134,543
Net income
$669,467
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