Civic Intelligence

Coequantem Fund

990PF • Fiscal year 2024 • EIN 47-4765063

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 08, 2025

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

80th percentile

33%

Higher net margin than 80% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

62nd percentile

7.3%

Faster asset growth than 62% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

88%

Faster revenue growth than 86% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$2,829,740

Up $192,491 (+7.3%) from 2023

Net Assets

Up

$2,829,740

Up $192,491 (+7.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin80th percentile

Revenue

Up

$220,948

Up $103,603 (+88%) from 2023

Expenses

Down

$147,669

Down $4,731 (-3.1%) from 2023

Net Income

Up

$73,279

Up $108,334 (+309%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2024

Assets$2,829,740
Liabilities$0
Net Assets$2,829,740
Open 2024 Filing

Operations Trend

Revenue Growth86th 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

2024

Revenue$220,948
Expenses$147,669
Net Income$73,279
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 8, 2025
Return Version
2024v5.2
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
2025-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
635 CAMPBELL TECHNOLOGY PARKWAY, CAMPBELL, CA 95008-5071
Preparer
Steven Talbot
Phone
4085587500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14APPLIED MATERIALS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ARCBEST CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24BATH & BODY WORKS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26BERNSTEIN INTERMEDIATE DURATION PORTFOLIO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CHARLES SCHWAB CORP NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40COPART INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42COREBRIDGE FINANCIAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46DIGITAL REALTY TRUST INC
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt047857
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0164526
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01395
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0NON DIVIDEND DISTRIBUTION
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt07170
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0220948
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0220948
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05460
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02940
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0164526
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0115050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0115050
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt047857
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt047857
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt073279
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0553645
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01395
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01395
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03430

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,829,740
Liabilities
$0
Net assets
$2,829,740
Revenue
$220,948
Expenses
$147,669
Net income
$73,279
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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