Civic Intelligence

Ph Foundation

990PF • Fiscal year 2015 • EIN 47-2373023

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 02, 2016

Organization Profile
PO Box 5298Berkeley, CA 94705

(510) 859-7931

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

86th percentile

20%

Faster asset growth than 86% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-76%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$8,694,183

Up $1,431,114 (+20%) from 2014

Net Assets

$8,694,183

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $33,155 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin98th percentile

Revenue

Down

$1,801,051

Down $5,658,505 (-76%) from 2014

Expenses

Down

$14,917

Down $18,238 (-55%) from 2014

Net Income

Down

$1,786,134

Down $5,640,267 (-76%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$30M$20M$10M$0Assets 2014: $7,263,069Liabilities 2014: $33,1552014Assets 2015: $8,694,183Liabilities 2015: $0Net Assets 2015: $8,694,1832015Assets 2016: $18,352,103Liabilities 2016: $0Net Assets 2016: $18,352,1032016Assets 2017: $21,588,261Liabilities 2017: $0Net Assets 2017: $21,588,2612017Assets 2018: $20,464,463Liabilities 2018: $0Net Assets 2018: $20,464,4632018Assets 2019: $22,668,869Liabilities 2019: $4,619Net Assets 2019: $22,664,2502019Assets 2020: $25,706,858Liabilities 2020: $11,425Net Assets 2020: $25,695,4332020Assets 2021: $28,612,136Liabilities 2021: $49,415Net Assets 2021: $28,562,7212021Assets 2022: $25,246,135Liabilities 2022: $6,030Net Assets 2022: $25,240,1052022Assets 2023: $26,379,256Liabilities 2023: $26,807Net Assets 2023: $26,352,4492023Assets 2024: $25,262,725Liabilities 2024: $20,601Net Assets 2024: $25,242,1242024

Highlighted filing

2015

Assets$8,694,183
Liabilities$0
Net Assets$8,694,183
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

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

$10M$5.0M$0-$5.0MRevenue 2014: $7,459,556Expenses 2014: $33,155Net Income 2014: $7,426,4012014Revenue 2015: $1,801,051Expenses 2015: $14,917Net Income 2015: $1,786,1342015Revenue 2016: $9,364,076Expenses 2016: $413,337Net Income 2016: $8,950,7392016Revenue 2017: $2,253,318Expenses 2017: $354,759Net Income 2017: $1,898,5592017Revenue 2018: $1,462,279Expenses 2018: $381,107Net Income 2018: $1,081,1722018Revenue 2019: $717,227Expenses 2019: $503,988Net Income 2019: $213,2392019Revenue 2020: $609,197Expenses 2020: $681,822Net Income 2020: -$72,6252020Revenue 2021: $3,179,398Expenses 2021: $727,118Net Income 2021: $2,452,2802021Revenue 2022: $1,357,168Expenses 2022: $704,018Net Income 2022: $653,1502022Revenue 2023: $785,147Expenses 2023: $1,246,528Net Income 2023: -$461,3812023Revenue 2024: $905,938Expenses 2024: $2,523,978Net Income 2024: -$1,618,0402024

Highlighted filing

2015

Revenue$1,801,051
Expenses$14,917
Net Income$1,786,134
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 2, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINA PEHLTrustee-$0--
MARK HEADLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ph Foundation
EIN
47-2373023
Phone
5108597931
Address
PO BOX 5298, BERKELEY, CA 94705

Signing Officer

Name
Christina J Pehl
Title
Trustee
Phone
5108597931
Signed
2016-09-02
Discuss with paid preparer
Yes

Preparer

Firm
Mowat Mackie & Anderson Llp
Address
1999 HARRISON STREET SUITE 1500, OAKLAND, CA 94612-3577
Preparer
Thomas O Hatfield
Phone
5108931120
Raw XML Appendix321 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt011010
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0360276
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011010
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0349266
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARK HEADLEY TRUSTEE PH TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 5298
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BERKELEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094705
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01593589
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01542579
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLICLY TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-12-03
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID FEDERAL TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt014789
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt014789
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0321865
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CURRENT YEAR UNREALIZED GAIN/LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt033155
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MARK HEADLEY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 5298
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BERKELEY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094705
TaxesSchedule/TaxesDetail/Amt02056
TaxesSchedule/TaxesDetail/Amt11850
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11850
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINA J PEHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05108597931
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHFO
ReturnHeader/Filer/EIN0472373023
ReturnHeader/Filer/PhoneNum05108597931
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5298
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094705
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946357165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOWAT MACKIE & ANDERSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01999 HARRISON STREET SUITE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0946123577
ReturnHeader/PreparerPersonGrp/PhoneNum05108931120
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS O HATFIELD
ReturnHeader/ReturnTs02016-09-06T11:55:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,694,183
Liabilities
$0
Net assets
$8,694,183
Revenue
$1,801,051
Expenses
$14,917
Net income
$1,786,134
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$0.02$25.2$0.91$2.52$1.62
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.4$0.03$26.4$0.79$1.25$0.46
2022Detailed filing. Detailed filing data is available for this year.$25.2$0.01$25.2$1.36$0.70$0.65
2021Detailed filing. Detailed filing data is available for this year.$28.6$0.05$28.6$3.18$0.73$2.45
2020Detailed filing. Detailed filing data is available for this year.$25.7$0.01$25.7$0.61$0.68$0.07
2019Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$0.72$0.50$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$0.00$20.5$1.46$0.38$1.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.6$0.00$21.6$2.25$0.35$1.90
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$0.00$18.4$9.36$0.41$8.95
2015Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$1.80$0.01$1.79
2014Summary only. Only limited summary data is available for this year.$7.26$0.03$7.46$0.03$7.43