Civic Intelligence

Bluestem Foundation

990PF • Fiscal year 2023 • EIN 56-2402143

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 03, 2025

Organization Profile
803 Country Club DriveOjai, CA 93023

(817) 304-2372

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

24th percentile

-16%

Faster asset growth than 24% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$3,969

Down $768 (-16%) from 2022

Net Assets

Down

$3,969

Down $768 (-16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2022

Expenses

Down

$768

Down $17,832 (-96%) from 2022

Net Income

Up

-$768

Up $17,832 (+96%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$150K$100K$50K$0Assets 2013: $73,258Liabilities 2013: $0Net Assets 2013: $73,2582013Assets 2014: $132,228Liabilities 2014: $0Net Assets 2014: $132,2282014Assets 2015: $120,983Liabilities 2015: $0Net Assets 2015: $120,9832015Assets 2016: $41,351Liabilities 2016: $0Net Assets 2016: $41,3512016Assets 2017: $39,162Liabilities 2017: $0Net Assets 2017: $39,1622017Assets 2018: $421Liabilities 2018: $0Net Assets 2018: $4212018Assets 2019: $428Liabilities 2019: $0Net Assets 2019: $4282019Assets 2020: $25,712Liabilities 2020: $0Net Assets 2020: $25,7122020Assets 2021: $23,337Liabilities 2021: $0Net Assets 2021: $23,3372021Assets 2022: $4,737Liabilities 2022: $0Net Assets 2022: $4,7372022Assets 2023: $3,969Liabilities 2023: $0Net Assets 2023: $3,9692023Assets 2024: $1,889Liabilities 2024: $0Net Assets 2024: $1,8892024

Highlighted filing

2023

Assets$3,969
Liabilities$0
Net Assets$3,969
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KRevenue 2013: $107,703Expenses 2013: $40,290Net Income 2013: $67,4132013Revenue 2014: $117,919Expenses 2014: $58,949Net Income 2014: $58,9702014Revenue 2015: $13,888Expenses 2015: $25,133Net Income 2015: -$11,2452015Revenue 2016: $25Expenses 2016: $79,657Net Income 2016: -$79,6322016Revenue 2017: $23,658Expenses 2017: $25,847Net Income 2017: -$2,1892017Revenue 2018: $1,509Expenses 2018: $40,250Net Income 2018: -$38,7412018Revenue 2019: $10,506Expenses 2019: $10,500Net Income 2019: $62019Revenue 2020: $25,284Expenses 2020: $0Net Income 2020: $25,2842020Revenue 2021: $9,725Expenses 2021: $12,100Net Income 2021: -$2,3752021Revenue 2022: $0Expenses 2022: $18,600Net Income 2022: -$18,6002022Revenue 2023: $0Expenses 2023: $768Net Income 2023: -$7682023Revenue 2024: $3,500Expenses 2024: $5,580Net Income 2024: -$2,0802024

Highlighted filing

2023

Revenue$0
Expenses$768
Net Income-$768
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 3, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NAN KINGSLEYPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Bluestem Foundation
EIN
56-2402143
Phone
8173042372
Address
803 COUNTRY CLUB DRIVE, OJAI, CA 93023

Signing Officer

Name
Nan Kingsley
Title
President
Signed
2025-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Jacobs & Jacobs Accountancy Corp
Address
455 E Thousand Oaks Blvd Ste 101, Thousand Oaks, CA 91360
Preparer
Sharon L Furman CPA
Phone
8054974007
Raw XML Appendix167 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/ReductionClaimedAmt00
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0180
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0180
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0803 COUNTRY CLUB DR
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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TaxesSchedule/TaxesDetail/Amt0588
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NAN KINGSLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLUESTEM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BLUE
ReturnHeader/Filer/EIN0562402143
ReturnHeader/Filer/PhoneNum08173042372
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ReturnHeader/Filer/USAddress/CityNm0OJAI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093023
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952981815
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jacobs & Jacobs Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0455 E Thousand Oaks Blvd Ste 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Thousand Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091360
ReturnHeader/PreparerPersonGrp/PhoneNum08054974007
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON L FURMAN CPA
ReturnHeader/ReturnTs02025-03-03T19:59:00-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,969
Liabilities
$0
Net assets
$3,969
Revenue
$0
Expenses
$768
Net income
-$768
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.04$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.19$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.10$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.25$0.00$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$0.11$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.40$0.39
2017Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.24$0.26$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.00$0.80$0.80
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.14$0.25$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$1.18$0.59$0.59
2013Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$1.08$0.40$0.67