Civic Intelligence

James a Folger and Jane C Folger Foundation The

990PF • Fiscal year 2014 • EIN 51-0139880

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

Organization Profile
20940 Waveview DriveTopanga, CA 90290

(310) 455-2316

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

38th percentile

-1.1%

Faster asset growth than 38% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

68th percentile

16%

Faster revenue growth than 68% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$511,662

Down $5,477 (-1.1%) from 2013

Net Assets

Down

$511,662

Down $5,477 (-1.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin23rd percentile

Revenue

Up

$44,958

Up $6,293 (+16%) from 2013

Expenses

Up

$49,681

Up $6,278 (+14%) from 2013

Net Income

Up

-$4,723

Up $15 (+0.3%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$600K$400K$200K$0Assets 2011: $531,301Liabilities 2011: $02011Assets 2012: $521,877Liabilities 2012: $02012Assets 2013: $517,139Liabilities 2013: $0Net Assets 2013: $517,1392013Assets 2014: $511,662Liabilities 2014: $0Net Assets 2014: $511,6622014Assets 2015: $504,074Liabilities 2015: $55Net Assets 2015: $504,0192015Assets 2016: $541,263Liabilities 2016: $0Net Assets 2016: $541,2632016Assets 2017: $525,663Liabilities 2017: $162Net Assets 2017: $525,5012017Assets 2018: $544,472Liabilities 2018: $75Net Assets 2018: $544,3972018Assets 2019: $531,628Liabilities 2019: $0Net Assets 2019: $531,6282019Assets 2020: $536,178Liabilities 2020: $0Net Assets 2020: $536,1782020Assets 2021: $513,608Liabilities 2021: $0Net Assets 2021: $513,6082021Assets 2022: $500,038Liabilities 2022: $0Net Assets 2022: $500,0382022Assets 2023: $532,914Liabilities 2023: $0Net Assets 2023: $532,9142023

Highlighted filing

2014

Assets$511,662
Liabilities$0
Net Assets$511,662
Open 2014 Filing

Operations Trend

Revenue Growth68th percentile

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

$100K$50K$0-$50KRevenue 2011: $10,297Expenses 2011: $41,268Net Income 2011: -$30,9712011Revenue 2012: $27,600Expenses 2012: $37,562Net Income 2012: -$9,9622012Revenue 2013: $38,665Expenses 2013: $43,403Net Income 2013: -$4,7382013Revenue 2014: $44,958Expenses 2014: $49,681Net Income 2014: -$4,7232014Revenue 2015: $34,852Expenses 2015: $43,034Net Income 2015: -$8,1822015Revenue 2016: $70,008Expenses 2016: $32,588Net Income 2016: $37,4202016Revenue 2017: $34,860Expenses 2017: $50,989Net Income 2017: -$16,1292017Revenue 2018: $51,950Expenses 2018: $33,864Net Income 2018: $18,0862018Revenue 2019: $17,973Expenses 2019: $30,742Net Income 2019: -$12,7692019Revenue 2020: $39,039Expenses 2020: $34,489Net Income 2020: $4,5502020Revenue 2021: $25,633Expenses 2021: $48,203Net Income 2021: -$22,5702021Revenue 2022: $25,967Expenses 2022: $39,537Net Income 2022: -$13,5702022Revenue 2023: $80,673Expenses 2023: $47,797Net Income 2023: $32,8762023

Highlighted filing

2014

Revenue$44,958
Expenses$49,681
Net Income-$4,723
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN S HANGERPresident An-$0--
PETER M FOLGERVice Preside-$0--
ANDREW CARRIGANSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SUPPORT CHARITABLE ACTIVITIESPCSAN FRANCISCO, CA, US$21,000
Paid Grant-SUPPORT CHARITABLE ACTIVITIESPCNEW YORK, NY, US$20,000
Filing and Contact Details

Filer

Filer Name
James a Folger & Jane C Folger
EIN
51-0139880
Phone
3104552316
Address
20940 WAVEVIEW DRIVE, TOPANGA, CA 90290

Signing Officer

Name
Ms Susan Hanger
Title
Manager
Phone
3104552316
Signed
2015-05-13
Discuss with paid preparer
Yes

Preparer

Firm
George E Cowperthwaite Jr CPA LLC
Address
30 W PATRICK ST STE 504, FREDERICK, MD 21701-5696
Preparer
George E Cowperthwaite Jr CPA
Phone
3016940144
Raw XML Appendix290 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/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09686
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUSAN S HANGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PETER M FOLGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANDREW CARRIGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT AN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1199 FREEMONT STREET 23RD FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt28337 COCOPLUM SOUND LAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TOPANGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WEST PALM BEACH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT CHARITABLE ACTIVITIES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1INTERNATIONAL RESCUE COMM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0995 MARKET STREET 5TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1122 E 42ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110168
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt041000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016484
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt024776
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031431
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041260
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014947
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt024776
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0754
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNLOCATED DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ANNUAL MEETING EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt029
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1105
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt274
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06665
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt194
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06665
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt194
TaxesSchedule/TaxesDetail/Amt0106
TaxesSchedule/TaxesDetail/Amt1308
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0106
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MS SUSAN HANGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum03104552316
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES A FOLGER & JANE C FOLGER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0510139880
ReturnHeader/Filer/PhoneNum03104552316
ReturnHeader/Filer/USAddress/AddressLine1Txt020940 WAVEVIEW DRIVE
ReturnHeader/Filer/USAddress/CityNm0TOPANGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090290
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861108733
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEORGE E COWPERTHWAITE JR CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 W PATRICK ST STE 504
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREDERICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0217015696
ReturnHeader/PreparerPersonGrp/PhoneNum03016940144
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE E COWPERTHWAITE JR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-14T11:07:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$511,662
Liabilities
$0
Net assets
$511,662
Revenue
$44,958
Expenses
$49,681
Net income
-$4,723
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.81$0.48$0.33
2022Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.26$0.40$0.14
2021Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.26$0.48$0.23
2020Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.39$0.34$0.05
2019Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.18$0.31$0.13
2018Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.52$0.34$0.18
2017Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.35$0.51$0.16
2016Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.70$0.33$0.37
2015Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.35$0.43$0.08
2014Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.45$0.50$0.05
2013Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.39$0.43$0.05
2012Summary only. Only limited summary data is available for this year.$5.22$0.00$0.28$0.38$0.10
2011Summary only. Only limited summary data is available for this year.$5.31$0.00$0.10$0.41$0.31