Civic Intelligence

Coequantem Fund

990PF • Fiscal year 2020 • EIN 47-4765063

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 07, 2021

Organization Profile
148 Newell AvenueLos Gatos, CA 95032

(650) 320-4742

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

13th percentile

-50%

Higher net margin than 13% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

56th percentile

5.5%

Faster asset growth than 56% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-24%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,882,799

Up $149,196 (+5.5%) from 2019

Net Assets

$2,882,739

No earlier filing loaded for comparison.

Liabilities

Down

$60

Down $6,250 (-99%) from 2019

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin13th percentile

Revenue

Down

$89,839

Down $28,833 (-24%) from 2019

Expenses

Down

$135,163

Down $26,048 (-16%) from 2019

Net Income

Down

-$45,324

Down $2,785 (-6.5%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $2,476,775Liabilities 2015: $10,2302015Assets 2019: $2,733,603Liabilities 2019: $6,3102019Assets 2020: $2,882,799Liabilities 2020: $60Net Assets 2020: $2,882,7392020Assets 2021: $3,165,011Liabilities 2021: $0Net Assets 2021: $3,165,0112021Assets 2022: $2,361,040Liabilities 2022: $0Net Assets 2022: $2,361,0402022Assets 2023: $2,637,249Liabilities 2023: $0Net Assets 2023: $2,637,2492023Assets 2024: $2,829,740Liabilities 2024: $0Net Assets 2024: $2,829,7402024

Highlighted filing

2020

Assets$2,882,799
Liabilities$60
Net Assets$2,882,739
Open 2020 Filing

Operations Trend

Revenue Growth23rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $2,491,771Expenses 2015: $4,072Net Income 2015: $2,487,6992015Revenue 2019: $118,672Expenses 2019: $161,211Net Income 2019: -$42,5392019Revenue 2020: $89,839Expenses 2020: $135,163Net Income 2020: -$45,3242020Revenue 2021: $354,027Expenses 2021: $150,960Net Income 2021: $203,0672021Revenue 2022: $146,534Expenses 2022: $157,760Net Income 2022: -$11,2262022Revenue 2023: $117,345Expenses 2023: $152,400Net Income 2023: -$35,0552023Revenue 2024: $220,948Expenses 2024: $147,669Net Income 2024: $73,2792024

Highlighted filing

2020

Revenue$89,839
Expenses$135,163
Net Income-$45,324
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 7, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH A CLARKPresident & DirectorPT$0--
AMY MARIE BOYDSecretary, Treasurer, & DiPT$0--
Filing and Contact Details

Filer

Filer Name
Coequantem Fund
EIN
47-4765063
Phone
6503204742
Address
148 NEWELL AVENUE, LOS GATOS, CA 95032

Signing Officer

Name
Kenneth a Clark
Title
Officer
Phone
6503204742
Signed
2021-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
635 CAMPBELL TECHNOLOGY PARKWAY, CAMPBELL, CA 95008-5071
Preparer
Michael E Champion
Phone
4085587500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALASKA AIR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMEREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN CAMPUS COMMUNITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMERICAN ELECTRIC POWER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMERICOLD READY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMERIPRISE FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CAMDEN PROPER1YTRUST-SBI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHANGE HEALTHCARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CHARTER COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COCA COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19COMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20COUSINS PROPERTIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CSX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ESSENT GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24EVEREST RE GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25FIRST CITIZENS BANCSHARES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26GAP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27JOHNSON & JOHNSON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29KNIGHT SWIFT TRANSPORTATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30LYFT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MAGNA INTERNATIONAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MID AMERICA APARTMENT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39NOKIA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40NXP SEMICONDUCTORS N V
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PULTEGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44REINSURANCE GROUP OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45RELIANCE STEEL & ALUMINUM CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ROBERT HALF INTERNATIONAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50T MOBILE US INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52UNITED RENTALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54VALERO ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55W W GRAINGER INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59WESTLAKE CHEMICAL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ARISTA NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ASML HOLDING N V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71BURLINGTON STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72COG NEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73CO PART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74COSTCO WHOLESALE CORP-NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75DOMINOS PIZZA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78EPAM SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ETSY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81FORTINET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82HOME DEPOT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87IPG PHOTONICS CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89MONSTER BEVERAGE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93PAYCOM SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96REGENERON PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97ROPER TECHNOLOGIES NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99SHERWIN WILLIAMS CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101TEXAS INSTRUMENTS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102TJX COMPANIES INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1031YLER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105VEEVA SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108XILINX INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114AB CAP FD INC GLBL CORE EQI PORTFOLIO ADV CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115AB SUSTAINABLE GLOBAL THEMATIC FUND CL ADVISOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116AB INTERNATIONAL STRATEGIC EQI PORTFOLIO ADV
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118BERNSTEIN EMERGING MARKETS PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119OVERLAY A PORTFOLIO CLASS 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120OTONOMY INC
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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,882,799
Liabilities
$60
Net assets
$2,882,739
Revenue
$89,839
Expenses
$135,163
Net income
-$45,324
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.22$0.15$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.00$2.64$0.12$0.15$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.15$0.16$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$0.35$0.15$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.09$0.14$0.05
2019Summary only. Only limited summary data is available for this year.$2.73$0.01$0.12$0.16$0.04
2015Summary only. Only limited summary data is available for this year.$2.48$0.01$2.49$0.00$2.49
Peer Organizations

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