Civic Intelligence

The Clara Fund

990PF • Fiscal year 2024 • EIN 58-2672863

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 13, 2025

3130 Alpine Road 288 428Portola Valley, CA 94028

(650) 245-2230

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

3rd percentile

-144%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

52nd percentile

$18,000

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

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

Asset Growth

14th percentile

-8.1%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

92nd percentile

179%

Faster revenue growth than 92% of similar nonprofits.

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

Assets

Down

$3,366,846

Down $297,515 (-8.1%) from 2023

Net Assets

Down

$3,366,846

Down $297,515 (-8.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$232,039

Up $148,809 (+179%) from 2023

Expenses

Up

$566,075

Up $306,234 (+118%) from 2023

Net Income

Down

-$334,036

Down $157,425 (-89%) from 2023

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,422,105Liabilities 2011: $02011Assets 2012: $4,907,118Liabilities 2012: $02012Assets 2013: $4,624,858Liabilities 2013: $02013Assets 2014: $4,170,943Liabilities 2014: $02014Assets 2015: $4,067,458Liabilities 2015: $02015Assets 2019: $3,521,809Liabilities 2019: $0Net Assets 2019: $3,521,8092019Assets 2020: $3,588,177Liabilities 2020: $0Net Assets 2020: $3,588,1772020Assets 2021: $4,091,637Liabilities 2021: $0Net Assets 2021: $4,091,6372021Assets 2022: $3,803,971Liabilities 2022: $0Net Assets 2022: $3,803,9712022Assets 2023: $3,664,361Liabilities 2023: $0Net Assets 2023: $3,664,3612023Assets 2024: $3,366,846Liabilities 2024: $0Net Assets 2024: $3,366,8462024

Highlighted filing

2024

Assets$3,366,846
Liabilities$0
Net Assets$3,366,846

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $139,527Expenses 2011: $431,457Net Income 2011: -$291,9302011Revenue 2012: $956,010Expenses 2012: $481,820Net Income 2012: $474,1902012Revenue 2013: $234,830Expenses 2013: $450,096Net Income 2013: -$215,2662013Revenue 2014: $128,922Expenses 2014: $564,336Net Income 2014: -$435,4142014Revenue 2015: $284,342Expenses 2015: $384,202Net Income 2015: -$99,8602015Revenue 2019: $73,159Expenses 2019: $183,847Net Income 2019: -$110,6882019Revenue 2020: $424,815Expenses 2020: $357,066Net Income 2020: $67,7492020Revenue 2021: $821,493Expenses 2021: $321,861Net Income 2021: $499,6322021Revenue 2022: $80,559Expenses 2022: $391,081Net Income 2022: -$310,5222022Revenue 2023: $83,230Expenses 2023: $259,841Net Income 2023: -$176,6112023Revenue 2024: $232,039Expenses 2024: $566,075Net Income 2024: -$334,0362024

Highlighted filing

2024

Revenue$232,039
Expenses$566,075
Net Income-$334,036
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lorene AreyPresidentFT$18,000-$18,000
Holly KjosDirector-$14,635-$14,635
Paris AreyDirector-$0--
Hansen PerkinsDirector-$0--
Haley PerkinsSecretaryPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Contribution to this charity's mission related charitable activities.PCSan Francisco, CA, US$207,000
Paid Grant-Contribution helping to advance the economic lives of women by assisting them in obtaining business loans.501(c)(3)New York, NY, US$10,000
Paid Grant-Contribution to this charity's mission related charitable activities.PCSan Francisco, CA, US$5,000
Filing and Contact Details

Filer

Filer Name
The Clara Fund
EIN
58-2672863
Phone
6502452230
Address
3130 Alpine Road 288 428, Portola Valley, CA 94028

Signing Officer

Name
Lorene Arey
Title
President
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
McCABE & TOTAH LLP
Address
1760 THE ALAMEDA Ste 300, SAN JOSE, CA 95126
Preparer
Michael J McCabe
Phone
4089777090
Raw XML AppendixShowing 400 of 451 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Morgan Stanley 9147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Morgan Stanley 9147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Morgan Stanley 9147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Morgan Stanley 7370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Morgan Stanley 7370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Morgan Stanley 7711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Morgan Stanley 7711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MicroVest II-A,
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MicroVest II-A,
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Morgan Stanley 7711 ( wash sales Adj)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Morgan Stanley 7711 ( wash sales Adj)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-09-09
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03664361
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03366846
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01887047
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt050717
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01323549
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0166522
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03330430
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt43130 Alpine Road 288 428
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Lorene Arey
IRS990PF/StatementsRegardingActyGrp/PhoneNum06509479928
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1207000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Contribution helping to advance the economic lives of women by assisting them in obtaining business loans.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Contribution to this charity's mission related charitable activities.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Contribution to this charity's mission related charitable activities.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Count Me In
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1The Philanthrophy Workshop
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Wildlife Conservation Network
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1One Letterman Drive Bldg D
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2209 Mississippi St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Francisco
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt078210
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt065940
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012270
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0231130
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt065940
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt078210
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012270
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Hunter Listwin
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03130 Alpine Road 288 428
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Portola Valley
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IRS990ScheduleB/GeneralRuleInd0X
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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
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LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Auto expenses
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Dues and Subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Equipment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Insurance - Health
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Meals
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Membership fees
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9office expenses
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01021
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt280000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3568
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt73000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt816
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0Dev Equity LP
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OtherIncomeSchedule2/OtherIncomeDetail/Desc2Micro Vest II-A
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-12438
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01741
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-14180
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt21
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt036521
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Adjustments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt30

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