Civic Intelligence

Linda Brandes Foundation

EIN 56-2511857 • Rancho Santa Fe, CA

Pub. 78 Eligible
PO Box 535Rancho Santa Fe, CA 92067-0535
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

10th percentile

-42%

Higher net margin than 10% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

30th percentile

-1.3%

Faster asset growth than 30% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

795%

Faster revenue growth than 98% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$6,763,970

Down $90,571 (-1.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$6,763,970

Down $90,571 (-1.3%) from 2023

Revenue

Up

$391,465

Up $347,714 (+795%) from 2023

Expenses

Up

$557,143

Up $56,520 (+11%) from 2023

Net Income

Up

-$165,678

Up $291,194 (+64%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $8,298,229Liabilities 2011: $0Net Assets 2011: $8,298,2292011Assets 2012: $8,742,324Liabilities 2012: $0Net Assets 2012: $8,742,3242012Assets 2013: $8,766,125Liabilities 2013: $0Net Assets 2013: $8,766,1252013Assets 2014: $8,441,725Liabilities 2014: $0Net Assets 2014: $8,441,7252014Assets 2015: $8,464,835Liabilities 2015: $0Net Assets 2015: $8,464,8352015Assets 2016: $8,492,377Liabilities 2016: $0Net Assets 2016: $8,492,3772016Assets 2017: $8,306,996Liabilities 2017: $0Net Assets 2017: $8,306,9962017Assets 2018: $7,871,022Liabilities 2018: $0Net Assets 2018: $7,871,0222018Assets 2019: $7,799,831Liabilities 2019: $0Net Assets 2019: $7,799,8312019Assets 2020: $7,530,056Liabilities 2020: $0Net Assets 2020: $7,530,0562020Assets 2021: $7,626,454Liabilities 2021: $0Net Assets 2021: $7,626,4542021Assets 2022: $7,428,289Liabilities 2022: $0Net Assets 2022: $7,428,2892022Assets 2023: $6,854,541Liabilities 2023: $0Net Assets 2023: $6,854,5412023Assets 2024: $6,763,970Liabilities 2024: $0Net Assets 2024: $6,763,9702024

Highlighted filing

2024

Assets$6,763,970
Liabilities$0
Net Assets$6,763,970

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $760,8912011Expenses 2012: $712,0772012Revenue 2013: $954,654Expenses 2013: $710,304Net Income 2013: $244,3502013Revenue 2014: $456,550Expenses 2014: $693,102Net Income 2014: -$236,5522014Revenue 2015: $432,680Expenses 2015: $562,420Net Income 2015: -$129,7402015Revenue 2016: $543,025Expenses 2016: $504,824Net Income 2016: $38,2012016Revenue 2017: $391,847Expenses 2017: $538,387Net Income 2017: -$146,5402017Revenue 2018: $397,355Expenses 2018: $519,527Net Income 2018: -$122,1722018Revenue 2019: $376,077Expenses 2019: $505,799Net Income 2019: -$129,7222019Revenue 2020: $169,336Expenses 2020: $454,117Net Income 2020: -$284,7812020Revenue 2021: $495,102Expenses 2021: $448,060Net Income 2021: $47,0422021Revenue 2022: $251,986Expenses 2022: $473,231Net Income 2022: -$221,2452022Revenue 2023: $43,751Expenses 2023: $500,623Net Income 2023: -$456,8722023Revenue 2024: $391,465Expenses 2024: $557,143Net Income 2024: -$165,6782024

Highlighted filing

2024

Revenue$391,465
Expenses$557,143
Net Income-$165,678

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.39$0.56$0.17
2023Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.04$0.50$0.46
2022Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$0.25$0.47$0.22
2021Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.50$0.45$0.05
2020Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$0.17$0.45$0.28
2019Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$0.38$0.51$0.13
2018Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.40$0.52$0.12
2017Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$0.39$0.54$0.15
2016Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$0.54$0.50$0.04
2015Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$0.43$0.56$0.13
2014Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$0.46$0.69$0.24
2013Detailed filing. Detailed filing data is available for this year.$8.77$0.00$8.77$0.95$0.71$0.24
2012Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$0.71
2011Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$0.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA BRANDESPresidentPT$0--
VALERIE SULLIVANDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Linda Brandes Foundation
EIN
56-2511857
Phone
8587569850
Address
PO BOX 535, RANCHO SANTA FE, CA 92067-0535

Signing Officer

Name
Linda Brandes
Title
President
Phone
8587569850
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
915 HIGHLAND POINTE DR SUITE 300, ROSEVILLE, CA 95678
Preparer
Jenna Bertuccelli
Phone
9167847800
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ARCHER-DANIELS MIDLAND CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36BAXTER INTL INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CORPAY INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44DOLLAR GEN CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45DOLLAR TREE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46DOMINION ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ECHOSTAR CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48EVERGY INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52GRAPHIC PACKAGING HLDG CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HF SINCLAIR CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54HALLIBURTON CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HUNTINGTON INGALLS INDS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56IAC INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57IQVIA HLDGS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58JACOBS SOLUTIONS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59KINDER MORGAN INC DEL COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VIATRIS INC COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1424785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2335772
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3182449
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4251419
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt522906
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61059504
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7680305
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8400252
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt97964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt108976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1114512
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12260453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17400000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18123032
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MACQUARIE EMERGING MARKETS FUND CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2GOLDMAN SACHS MLP ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CLIFFWATER CORPORATE LENDING FUND CLASS I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1690017
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt056387
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt056387
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0482008
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01674
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0319602
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03272
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0482008
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt071863
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0557143

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