Civic Intelligence

The Yardi Foundation

990PF • Fiscal year 2019 • EIN 46-4356177

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

104 W Anapamu Street Suite BSanta Barbara, CA 93101

(805) 699-2040

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

47th percentile

2.7%

Higher net margin than 47% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

39th percentile

0.9%

Faster asset growth than 39% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

30th percentile

-3.9%

Faster revenue growth than 30% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$21,372,410

Up $195,305 (+0.9%) from 2018

Net Assets

Up

$21,372,410

Up $199,805 (+0.9%) from 2018

Liabilities

Down

$0

Down $4,500 (-100%) from 2018

Revenue

Down

$7,305,000

Down $295,000 (-3.9%) from 2018

Expenses

Up

$7,105,195

Up $7,099,545 (+125656%) from 2018

Net Income

Down

$199,805

Down $7,394,545 (-97%) from 2018

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2013: $2,250,000Liabilities 2013: $15,416Net Assets 2013: $2,234,5842013Assets 2014: $3,831,244Liabilities 2014: $4,824Net Assets 2014: $3,826,4202014Assets 2015: $4,989,025Liabilities 2015: $0Net Assets 2015: $4,989,0252015Assets 2016: $9,465,958Liabilities 2016: $0Net Assets 2016: $9,465,9582016Assets 2017: $13,584,105Liabilities 2017: $5,850Net Assets 2017: $13,578,2552017Assets 2018: $21,177,105Liabilities 2018: $4,500Net Assets 2018: $21,172,6052018Assets 2019: $21,372,410Liabilities 2019: $0Net Assets 2019: $21,372,4102019Assets 2020: $20,471,822Liabilities 2020: $7,120Net Assets 2020: $20,464,7022020Assets 2021: $28,464,245Liabilities 2021: $3,602Net Assets 2021: $28,460,6432021Assets 2022: $40,751,657Liabilities 2022: $0Net Assets 2022: $40,751,6572022Assets 2023: $37,062,529Liabilities 2023: $9,621Net Assets 2023: $37,052,9082023Assets 2024: $34,687,501Liabilities 2024: $35,736Net Assets 2024: $34,651,7652024

Highlighted filing

2019

Assets$21,372,410
Liabilities$0
Net Assets$21,372,410

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2013: $2,250,000Expenses 2013: $15,416Net Income 2013: $2,234,5842013Revenue 2014: $1,600,000Expenses 2014: $8,164Net Income 2014: $1,591,8362014Revenue 2015: $2,137,000Expenses 2015: $974,395Net Income 2015: $1,162,6052015Revenue 2016: $5,533,050Expenses 2016: $1,056,117Net Income 2016: $4,476,9332016Revenue 2017: $5,637,729Expenses 2017: $1,525,432Net Income 2017: $4,112,2972017Revenue 2018: $7,600,000Expenses 2018: $5,650Net Income 2018: $7,594,3502018Revenue 2019: $7,305,000Expenses 2019: $7,105,195Net Income 2019: $199,8052019Revenue 2020: $100,000Expenses 2020: $1,007,708Net Income 2020: -$907,7082020Revenue 2021: $10,000,000Expenses 2021: $2,004,059Net Income 2021: $7,995,9412021Revenue 2022: $15,000,000Expenses 2022: $2,708,986Net Income 2022: $12,291,0142022Revenue 2023: $2,773,636Expenses 2023: $6,472,385Net Income 2023: -$3,698,7492023Revenue 2024: $3,375,257Expenses 2024: $5,776,400Net Income 2024: -$2,401,1432024

Highlighted filing

2019

Revenue$7,305,000
Expenses$7,105,195
Net Income$199,805
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANANT YARDIDirector And President/CEO-$0--
JASON YARDIDirector And Treasurer/CFO-$0--
GORDON MORRELLDirector And Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Yardi Foundation
EIN
46-4356177
Phone
8056992040
Address
104 W ANAPAMU STREET SUITE B, SANTA BARBARA, CA 93101

Signing Officer

Name
Gordon Morrell
Title
Director & Secretary
Phone
8056992040
Signed
2020-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Nasif Hicks Harris & Co Llp
Address
104 WEST ANAPAMU ST STE B, SANTA BARBARA, CA 93101
Preparer
Lawrence W Brown
Phone
8059661521
Raw XML Appendix371 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ACTIVELY PROMOTING PHILANTHROPY AND MANAGING DONATED RESOURCES FOR THE ADVANCEMENT OF UCLA.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT AND ADVANCE THE UNIVERSITY OF CALIFORNIA AT BERKELEY BY ENCOURAGING PRIVATE PHILANTHROPY AND PROVIDING LEADERSHIP TO ASSURE BERKELEY'S PLACE AS A PREEMINENT GLOBAL INSTITUTION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SANTA BARBARA PUBLIC LIBRARY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE UCLA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UC BERKELEY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt040 E ANAPAMU ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt112-138 CENTER FOR THE HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2308 MCLAUGHLIN HALL 1722
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1900951722
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2947201722
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0942863
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0942863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01141579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0824376
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt080115
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08203207
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06157137
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01141579
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0824376
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt080115
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06157137
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08203207
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02046070
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0YARDI SYSTEMS INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1ANANT AND EILEEN YARDI
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2RENTGROW INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt3YES ENERGY MANAGEMENT INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0430 S FAIRVIEW AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1430 S FAIRVIEW AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2430 S FAIRVIEW AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3430 S FAIRVIEW AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GOLETA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1GOLETA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2GOLETA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3GOLETA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd093117
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd193117
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd293117
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd393117
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt04525000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1470000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt21975000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt3335000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0135
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0YARDI SYSTEMS INC
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt1RENTGROW INC
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt2YES ENERGY MANAGEMENT INC
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ANANT AND EILEEN YARDI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0430 S FAIRVIEW AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1430 S FAIRVIEW AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt2430 S FAIRVIEW AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt3430 S FAIRVIEW AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0GOLETA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1GOLETA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm2GOLETA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm3GOLETA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd2CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd3CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd093117
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd193117
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd293117
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd393117
TaxesSchedule/TaxesDetail/Amt0160
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GORDON MORRELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR & SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08056992040
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE YARDI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0YARD
ReturnHeader/Filer/EIN0464356177
ReturnHeader/Filer/PhoneNum08056992040
ReturnHeader/Filer/USAddress/AddressLine1Txt0104 W ANAPAMU STREET SUITE B
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093101
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId084DA75B0F1A5D34DB0D10D8DEEB0FCFEA64FAB13
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId084DA75B0F1A5D34DB0D10D8DEEB0FCFEA64FAB13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.71.230.113
ReturnHeader/FilingSecurityInformation/IPDt02020-11-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:24:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770181453
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NASIF HICKS HARRIS & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 WEST ANAPAMU ST STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059661521
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE W BROWN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-10T10:45:50-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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