Civic Intelligence

Caldera Foundation

990PF • Fiscal year 2023 • EIN 47-2387065

Jul 01, 2022 to Jun 30, 2023 • Filed on May 23, 2024

PO Box 115Vineburg, CA 95487

(415) 519-5799

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

53rd percentile

0.13x

Higher debt load relative to revenue than 53% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

1st percentile

-754%

Higher net margin than 1% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

52nd percentile

4.1%

Faster asset growth than 52% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2021 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2023

Assets

Up

$8,920,110

Up $692,014 (+8.4%) from 2021

Net Assets

Up

$8,910,110

Up $682,014 (+8.3%) from 2021

Liabilities

Up

$10,000

Up $10,000 from 2021

Revenue

Up

$78,170

Up $78,170 from 2021

Expenses

Up

$667,553

Up $667,553 from 2021

Net Income

Down

-$589,383

Down $589,383 from 2021

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2015: $16,281Liabilities 2015: $20,0002015Assets 2016: $9,575,298Liabilities 2016: $0Net Assets 2016: $9,575,2982016Assets 2017: $10,086,393Liabilities 2017: $0Net Assets 2017: $10,086,3932017Assets 2018: $9,817,346Liabilities 2018: $0Net Assets 2018: $9,817,3462018Assets 2019: $8,729,711Liabilities 2019: $0Net Assets 2019: $8,729,7112019Assets 2020: $8,228,096Liabilities 2020: $0Net Assets 2020: $8,228,0962020Assets 2021: $8,228,096Liabilities 2021: $0Net Assets 2021: $8,228,0962021Assets 2023: $8,920,110Liabilities 2023: $10,000Net Assets 2023: $8,910,1102023Assets 2024: $9,697,823Liabilities 2024: $10,000Net Assets 2024: $9,687,8232024

Highlighted filing

2023

Assets$8,920,110
Liabilities$10,000
Net Assets$8,910,110

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2015: $25,916Expenses 2015: $29,635Net Income 2015: -$3,7192015Revenue 2016: $334,515Expenses 2016: $585,670Net Income 2016: -$251,1552016Revenue 2017: $1,264,498Expenses 2017: $770,855Net Income 2017: $493,6432017Revenue 2018: $293,765Expenses 2018: $793,555Net Income 2018: -$499,7902018Revenue 2019: $222,508Expenses 2019: $647,452Net Income 2019: -$424,9442019Revenue 2020: $291,464Expenses 2020: $595,480Net Income 2020: -$304,0162020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2023: $78,170Expenses 2023: $667,553Net Income 2023: -$589,3832023Revenue 2024: $288,342Expenses 2024: $533,884Net Income 2024: -$245,5422024

Highlighted filing

2023

Revenue$78,170
Expenses$667,553
Net Income-$589,383
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 23, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET G BOYERPresidentPT$0--
PETER S BOYERSec. &TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Caldera Foundation
EIN
47-2387065
Phone
4155195799
Address
PO BOX 115, VINEBURG, CA 95487

Signing Officer

Name
Peter S Boyer
Title
Sec. &Treasurer
Signed
2024-05-23
Discuss with paid preparer
Yes

Preparer

Firm
Mah & Associates Llp
Address
601 MONTGOMERY ST 800, SAN FRANCISCO, CA 94111
Preparer
R K Mah
Phone
4159811111
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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/GrantOrContributionPurposeTxt4FINANCIAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FINANCIAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6FINANCIAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7FINANCIAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8FINANCIAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9FINANCIAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11FINANCIAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt03 TILNEY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0LONDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0UK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3PLOUGHSHARES FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CAMPAIGN LEGAL CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7TPW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8THE PHILANTHROPY WORKSHOP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9AMERICAN RESILLENCE PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10CIVILIANS IN CONFLICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11CLIMATE VOICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12THE ELDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01001 OREILLY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1ONE PALMER SQUARE STE 330
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23543 18TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3315 BAY ST 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41101 14TH ST NW SUITE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 70872
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6611 PENNSYLVANIA AVE SE 482
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt73626 FAIR OAKS BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8110 East 25th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt914 PARK ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101828 L STREET NW SUITE 1050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11PO BOX 2453
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PRINCETON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7SACRAMENTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9FLORENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11BOONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd108542
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394133
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520024
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd901062
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1128607
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0547000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0403541
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0403541
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0427401
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt051153
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0129803
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0120403
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0197346
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0197346
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0914716
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0185956
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0427401
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt051153
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0129803
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0120403
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0589497
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0185956
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01112062
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0926106
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5WEBSITE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt29097
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3494
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4552
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt016001
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt29097
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt316001
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4494
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5552
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1SETTLEMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0907
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1731
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt010000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0LOAN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt010000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt062044
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt062044
TaxesSchedule/TaxesDetail/Amt04368
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt04368
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER S BOYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sec. &Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALDERA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALD
ReturnHeader/Filer/EIN0472387065
ReturnHeader/Filer/PhoneNum04155195799
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 115
ReturnHeader/Filer/USAddress/CityNm0VINEBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095487
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true

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