Civic Intelligence

University Series Foundation Inc

EIN 47-0987781 • 501(c)3 • Thousand Oaks, CA

Profile

To operate the series program

155 E Janss RdThousand Oaks, CA 91360

www.theuniversityseries.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

82nd percentile

31%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$31,926

Up $7,633 (+31%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$31,926

Up $7,633 (+31%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin65th percentile

Revenue

Up

$66,826

Up $8,668 (+15%) from 2024

Expenses

Down

$59,193

Down $9,568 (-14%) from 2024

Net Income

Up

$7,633

Up $18,236 (+172%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2014: $30,000Liabilities 2014: $0Net Assets 2014: $30,0002014Assets 2015: $32,333Liabilities 2015: $0Net Assets 2015: $32,3332015Assets 2016: $19,424Liabilities 2016: $02016Assets 2017: $19,739Liabilities 2017: $02017Assets 2018: $19,504Liabilities 2018: $02018Assets 2019: $27,291Liabilities 2019: $02019Assets 2020: $31,295Liabilities 2020: $02020Assets 2022: $31,311Liabilities 2022: $0Net Assets 2022: $31,3112022Assets 2023: $34,896Liabilities 2023: $0Net Assets 2023: $34,8962023Assets 2024: $24,293Liabilities 2024: $0Net Assets 2024: $24,2932024Assets 2025: $31,926Liabilities 2025: $0Net Assets 2025: $31,9262025

Highlighted filing

2025

Assets$31,926
Liabilities$0
Net Assets$31,926
Open 2025 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2014: $30,000Expenses 2014: $0Net Income 2014: $30,0002014Revenue 2015: $64,629Expenses 2015: $62,296Net Income 2015: $2,3332015Revenue 2016: $58,538Expenses 2016: $71,447Net Income 2016: -$12,9092016Revenue 2017: $62,916Expenses 2017: $62,601Net Income 2017: $3152017Revenue 2018: $61,424Expenses 2018: $61,659Net Income 2018: -$2352018Revenue 2019: $59,506Expenses 2019: $51,719Net Income 2019: $7,7872019Revenue 2020: $46,852Expenses 2020: $42,848Net Income 2020: $4,0042020Revenue 2022: $43,092Expenses 2022: $48,040Net Income 2022: -$4,9482022Revenue 2023: $51,623Expenses 2023: $48,038Net Income 2023: $3,5852023Revenue 2024: $58,158Expenses 2024: $68,761Net Income 2024: -$10,6032024Revenue 2025: $66,826Expenses 2025: $59,193Net Income 2025: $7,6332025

Highlighted filing

2025

Revenue$66,826
Expenses$59,193
Net Income$7,633
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,926
Liabilities
$0
Net assets
$31,926
Revenue
$66,826
Expenses
$59,193
Net income
$7,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.9$0.00$31.9$66.8$59.2$7.63
2024Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$58.2$68.8$10.6
2023Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$51.6$48.0$3.59
2022Detailed filing. Detailed filing data is available for this year.$31.3$0.00$31.3$43.1$48.0$4.95
2020Summary only. Only limited summary data is available for this year.$31.3$0.00$46.9$42.8$4.00
2019Summary only. Only limited summary data is available for this year.$27.3$0.00$59.5$51.7$7.79
2018Summary only. Only limited summary data is available for this year.$19.5$0.00$61.4$61.7$0.24
2017Summary only. Only limited summary data is available for this year.$19.7$0.00$62.9$62.6$0.32
2016Summary only. Only limited summary data is available for this year.$19.4$0.00$58.5$71.4$12.9
2015Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$64.6$62.3$2.33
2014Summary only. Only limited summary data is available for this year.$30.0$0.00$30.0$30.0$0.00$30.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 30, 2025
Return Version
2024v5.2
Gross Receipts
$66,826
Mission and Program Overview

Mission

To operate the series program

Program Services

DescriptionGrantsExpenses
Offered 37 seminars connecting faith with daily life in areas such as current events, contemporary moral issues, faith and science, marriage and family church history.-$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY CARVALHOPresident-$0--
DIANA JOHNSONCorporate SecretaryPT$0--
BISHOP ROBERT BARRONChairman-$0--
REV JOSEPH SHEADirector-$0--
REV JOSEPH GREELEYDirector-$0--
STEPHEN RUDADirector-$0--
WES PATTERSONDirector-$0--
DAN PEATEDirector-$0--
BRENDA CHAPINDirector-$0--
REV DAVE HENEYFounder & Director-$0--
MERLE DELATORRETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
University Series Foundation Inc
EIN
47-0987781
In Care Of
% TIMOTHY CARVALHO
Phone
8054960222
Address
155 E JANSS RD, Thousand Oaks, CA 91360

Signing Officer

Name
Timothy Carvalho
Title
President
Phone
8054960222
Signed
2025-01-30
Discuss with paid preparer
No

Preparer

Firm
Premier Tax & Finance
Address
223 E Thousand Oaks Blvd Suite 405, Thousand Oaks, CA 91360
Preparer
Kelly Zynski
Phone
8058804202
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountEDD 345Office Expenses 18,574Speaker stipends 14,900Payroll Processing 1,392NEXT Unemploy Ins 581Payroll Taxes 1,792”

Raw XML Appendix180 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TIMOTHY CARVALHO
IRS990EZ/BooksInCareOfDetail/PhoneNum08054960222
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0155 E JANSS RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Thousand Oaks
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091360
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024293
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031926
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt066826
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07633
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01050
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024293
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031926
IRS990EZ/GrossReceiptsAmt066826
IRS990EZ/GroupExemptionNum00928
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024293
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031926
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024293
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031926
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt113.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TIMOTHY CARVALHO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BISHOP ROBERT BARRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3REV JOSEPH SHEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4REV JOSEPH GREELEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEPHEN RUDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WES PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAN PEATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BRENDA CHAPIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9REV DAVE HENEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MERLE DELATORRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CORPORATE SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9FOUNDER & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt037584
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To operate the series program
IRS990EZ/PrintingPublicationsPostageAmt0245
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Offered 37 seminars connecting faith with daily life in areas such as current events, contemporary moral issues, faith and science, marriage and family church history.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt020314
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059193
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt066826
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.theuniversityseries.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt066826
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt058158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt051623
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt043092
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt044191
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0263890
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0263890
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt066826
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt058158
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt051623
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt043092
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt044191
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0263890
IRS990ScheduleA/TotalSupportAmt0263890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountEDD 345Office Expenses 18,574Speaker stipends 14,900Payroll Processing 1,392NEXT Unemploy Ins 581Payroll Taxes 1,792
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY CARVALHO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08054960222
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY SERIES FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0470987781
ReturnHeader/Filer/InCareOfNm0% TIMOTHY CARVALHO
ReturnHeader/Filer/PhoneNum08054960222
ReturnHeader/Filer/USAddress/AddressLine1Txt0155 E JANSS RD
ReturnHeader/Filer/USAddress/CityNm0Thousand Oaks
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091360
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811021596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Premier Tax & Finance
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0223 E Thousand Oaks Blvd Suite 405
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Thousand Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091360
ReturnHeader/PreparerPersonGrp/PhoneNum08058804202
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY ZYNSKI
ReturnHeader/ReturnTs02025-09-15T15:53:28-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.