Civic Intelligence

Finch Family Foundation

EIN 47-1609215 • Pasadena, CA

177 E Colorado Blvd 800Pasadena, CA 91105
Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.50x

Higher debt load relative to revenue than 73% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

2nd percentile

-284%

Higher net margin than 2% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-43%

Faster revenue growth than 7% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$11,919,328

Up $1,238,585 (+12%) from 2023

Liabilities

Up

$81,991

Up $54,857 (+202%) from 2023

Net Assets

Up

$11,837,337

Up $1,183,728 (+11%) from 2023

Revenue

Down

$165,622

Down $124,375 (-43%) from 2023

Expenses

Up

$636,260

Up $100,183 (+19%) from 2023

Net Income

Down

-$470,638

Down $224,558 (-91%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2014: $191,736Liabilities 2014: $02014Assets 2015: $213,822Liabilities 2015: $0Net Assets 2015: $213,8222015Assets 2016: $261,792Liabilities 2016: $0Net Assets 2016: $261,7922016Assets 2017: $383,796Liabilities 2017: $0Net Assets 2017: $383,7962017Assets 2018: $385,182Liabilities 2018: $0Net Assets 2018: $385,1822018Assets 2019: $470,863Liabilities 2019: $2,471Net Assets 2019: $468,3922019Assets 2020: $743,792Liabilities 2020: $62,239Net Assets 2020: $681,5532020Assets 2021: $10,812,794Liabilities 2021: $77,153Net Assets 2021: $10,735,6412021Assets 2022: $9,784,574Liabilities 2022: $9,804Net Assets 2022: $9,774,7702022Assets 2023: $10,680,743Liabilities 2023: $27,134Net Assets 2023: $10,653,6092023Assets 2024: $11,919,328Liabilities 2024: $81,991Net Assets 2024: $11,837,3372024

Highlighted filing

2024

Assets$11,919,328
Liabilities$81,991
Net Assets$11,837,337

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2014: $191,736Expenses 2014: $0Net Income 2014: $191,7362014Revenue 2015: $3,279Expenses 2015: $3,903Net Income 2015: -$6242015Revenue 2016: $30,876Expenses 2016: $10,011Net Income 2016: $20,8652016Revenue 2017: $54,530Expenses 2017: $14,867Net Income 2017: $39,6632017Revenue 2018: $60,832Expenses 2018: $49,362Net Income 2018: $11,4702018Revenue 2019: $141,842Expenses 2019: $69,695Net Income 2019: $72,1472019Revenue 2020: $271,642Expenses 2020: $102,439Net Income 2020: $169,2032020Revenue 2021: $9,743,392Expenses 2021: $172,324Net Income 2021: $9,571,0682021Revenue 2022: $305,172Expenses 2022: $527,134Net Income 2022: -$221,9622022Revenue 2023: $289,997Expenses 2023: $536,077Net Income 2023: -$246,0802023Revenue 2024: $165,622Expenses 2024: $636,260Net Income 2024: -$470,6382024

Highlighted filing

2024

Revenue$165,622
Expenses$636,260
Net Income-$470,638

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 11, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES P FINCHPresident-$0--
KRISTEN A FINCHSecretary-$0--
J MICHAEL FINCHTreasurer-$0--
SARAH A FINCHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Finch Family Foundation
EIN
47-1609215
Phone
6264415188
Address
177 E COLORADO BLVD 800, PASADENA, CA 91105

Signing Officer

Name
James P Finch
Title
President
Phone
6264415188
Signed
2025-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
700 S FLOWER STREET SUITE 3300, LOS ANGELES, CA 90017
Preparer
Lizbeth G Nevarez
Phone
3108731600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12213840
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12413660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12513558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12612877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12712789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12811937
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm074,070 SHARES AMBRUS INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14989 SHARES NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22120 SHARES APPLE COMPUTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31170 SHARES MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42051 SHARES ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51585 SHARES AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61074 SHARES BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7265 SHARES COSTCO WHSL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8633 SHARES VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91364 SHARES CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10303 SHARES META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11376 SHARES MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12635 SHARES J P MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13143 SHARES SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14374 SHARES EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15500 SHARES SPDR GOLD TRUST GOLD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16267 SHARES BERKSHIRE HATHAWAY INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm172640 SHARES VANGUARD EMERGING MARKET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181838 SHARES CHIPOTLE MEXICAN GRILL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1990 SHARES METTLER TOLEDO INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20141 LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21600 SHARES ISHARES RUSSELL 2000 VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22782 SHARES TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23162 SHARES GOLDMAN SACHS GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25345 SHARES NORFOLK SOUTHERN CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27722 SHARES MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28133 SHARES THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29588 SHARES RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3073 SHARES COSTCO WHSL CORP NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34123 SHARES UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35147 SHARES LINDE PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42108 INTUITIVE SURGICAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4428 SHARES FAIR ISAAC & CO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55458 SHARES SPDR BIOTECH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58529 SHARES FORTIVE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63210 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64251 KKR & CO INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65216 SHARES PROCTER & GAMBLE CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7153 SHARES INTUIT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73443 SHARES BOSTON PROPERTIES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77456 RADNET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78281 SHARES ABBOTT LABS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81138 CONSTELLATION ENERGY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8464 SHARES TELEDYNE TECHNOLOGIES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86550 VERTEX INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87406 NEXTERA ENERGY INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94149 SHARES SIMON PPTY GROUP INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95119 CHENIERE ENERGY INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9862 SHARES CASEYS GEN STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9998 SHARES WD-40 CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100225 PLANET FITNESS INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101130 SHARES GUIDEWIRE SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102274 SHARES GE HEALTHCARE TECHNOLOGIES I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10356 LULULEMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10462 CROWDSTRIKE HLDGS IN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10643 SHARES FACTSET RESEARCH SYS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110802 ARIS WATER SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111140 CULLEN/FROST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112297 PURE STORAGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113325 WEBSTER FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11454 LPL FINANCIAL HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11571 PROGRESSIVE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122153 SHARES INGERSOLL RAND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12355 SHARES RENAISSANCERE HLDGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124185 SHARES OTTER TAIL CORP
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