Civic Intelligence

Coequantem Fund

990PF • Fiscal year 2023 • EIN 47-4765063

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 30, 2024

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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

18th percentile

-30%

Higher net margin than 18% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-20%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,637,249

Up $276,209 (+12%) from 2022

Net Assets

Up

$2,637,249

Up $276,209 (+12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin18th percentile

Revenue

Down

$117,345

Down $29,189 (-20%) from 2022

Expenses

Down

$152,400

Down $5,360 (-3.4%) from 2022

Net Income

Down

-$35,055

Down $23,829 (-212%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2023

Assets$2,637,249
Liabilities$0
Net Assets$2,637,249
Open 2023 Filing

Operations Trend

Revenue Growth20th 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

2023

Revenue$117,345
Expenses$152,400
Net Income-$35,055
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 30, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH A CLARKPresident & DirectorPT$0--
AMY MARIE BOYDSecretary, Treasurer, & DirectorPT$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
President
Phone
6503204742
Signed
2024-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
635 CAMPBELL TECHNOLOGY PARKWAY, CAMPBELL, CA 95008-5071
Preparer
Steven Talbot
Phone
4085587500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ATI INC
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt044049
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt071397
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01899
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0117345
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0117345
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04011
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04011
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08022
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt072798
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0124000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0124000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt044049
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt044049
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-35055
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01163063
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01899
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01899
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt071397
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt098480
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0235
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0235
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt014812
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt014812

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,637,249
Liabilities
$0
Net assets
$2,637,249
Revenue
$117,345
Expenses
$152,400
Net income
-$35,055
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
2023Detailed filing. Detailed filing data is available for this year.$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