Civic Intelligence

Tf Educational Foundation

990PF • Fiscal year 2023 • EIN 61-1504200

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
580 Silver Spur RdRancho Palos Verdes, CA 90275

(313) 265-6873

Siviq Scores

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

Liabilities / Assets

69th percentile

0.30x

Higher debt load relative to assets than 69% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

96th percentile

9.38x

Higher debt load relative to revenue than 96% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

2nd percentile

-368%

Higher net margin than 2% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

7th percentile

-11%

Faster asset growth than 7% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-18%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$17,347,571

Down $2,182,968 (-11%) from 2022

Net Assets

Down

$12,150,036

Down $998,728 (-7.6%) from 2022

Liabilities

Down

$5,197,535

Down $1,184,240 (-19%) from 2022

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin2nd percentile

Revenue

Down

$553,877

Down $124,808 (-18%) from 2022

Expenses

Down

$2,591,853

Down $2,838,684 (-52%) from 2022

Net Income

Up

-$2,037,976

Up $2,713,876 (+57%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$60M$40M$20M$0Assets 2011: $54,117,678Liabilities 2011: $3,408,7992011Assets 2012: $52,328,648Liabilities 2012: $1,569,8592012Assets 2013: $50,230,597Liabilities 2013: $1,280,3182013Assets 2014: $45,084,223Liabilities 2014: $5,583,1902014Assets 2015: $40,393,667Liabilities 2015: $4,326,6572015Assets 2019: $28,874,360Liabilities 2019: $3,916,6382019Assets 2020: $28,391,787Liabilities 2020: $9,067,680Net Assets 2020: $19,324,1072020Assets 2021: $24,622,253Liabilities 2021: $4,394,641Net Assets 2021: $20,227,6122021Assets 2022: $19,530,539Liabilities 2022: $6,381,775Net Assets 2022: $13,148,7642022Assets 2023: $17,347,571Liabilities 2023: $5,197,535Net Assets 2023: $12,150,0362023Assets 2024: $15,383,413Liabilities 2024: $2,967,596Net Assets 2024: $12,415,8172024

Highlighted filing

2023

Assets$17,347,571
Liabilities$5,197,535
Net Assets$12,150,036
Open 2023 Filing

Operations Trend

Revenue Growth20th percentile

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

$20M$10M$0-$10MRevenue 2011: $3,590,861Expenses 2011: $4,766,415Net Income 2011: -$1,175,5542011Revenue 2012: $3,725,687Expenses 2012: $4,430,143Net Income 2012: -$704,4562012Revenue 2013: $1,277,241Expenses 2013: $3,627,593Net Income 2013: -$2,350,3522013Revenue 2014: $1,696,512Expenses 2014: $11,378,097Net Income 2014: -$9,681,5852014Revenue 2015: $1,276,275Expenses 2015: $2,560,183Net Income 2015: -$1,283,9082015Revenue 2019: $1,502,612Expenses 2019: $1,717,436Net Income 2019: -$214,8242019Revenue 2020: $1,044,732Expenses 2020: $8,394,517Net Income 2020: -$7,349,7852020Revenue 2021: $2,285,822Expenses 2021: $883,235Net Income 2021: $1,402,5872021Revenue 2022: $678,685Expenses 2022: $5,430,537Net Income 2022: -$4,751,8522022Revenue 2023: $553,877Expenses 2023: $2,591,853Net Income 2023: -$2,037,9762023Revenue 2024: $983,135Expenses 2024: $1,498,134Net Income 2024: -$514,9992024

Highlighted filing

2023

Revenue$553,877
Expenses$2,591,853
Net Income-$2,037,976
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Director, President-$0--
-Director, Vice-President-$0--
-Director, Secretary-$0--
-Director, CFO-$0--
-Director-$0--
-Director-$0--
Filing and Contact Details

Filer

Filer Name
TF Educational Foundation
EIN
61-1504200
Phone
3132656873
Address
580 Silver Spur Rd, Rancho Palos Verdes, CA 90275

Signing Officer

Name
Gary Turpanjian
Title
CFO
Phone
3132656873
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Voula Spyridis
Phone
3128792000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt370
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8FREEPORT-MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9INTERCONTINENTAL EXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10L3HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15SECTOR SPDR CONSMRS STPL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18VISA INC CL A COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19IDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20JOHN HANCOCK FDS III DISCIPLINED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22WILLIAMS COMPANIES DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FULLER & THALER BEHAVIORAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CHINA HIGH PRECISION AUTOMATION GROUP LTD COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26BRISTOL-MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PACER US CASH COWS100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28S&P GLOBAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30SEMPRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CHENIERE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32UNITEDHEALTH GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34JANUS HENDERSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35QUANTA SERVICES INC
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt04970220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0563200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1257495
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2297107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31412746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4285186
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt545415
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt643348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt751984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8122130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt970075
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES EDGE MSCI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES RUSSELL 1000 GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SPDR GOLD TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4SPDR S&P 500 ETF TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ASML HLDG NV NY REG SHS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7LVMH MOET HENNESSY ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ISHARES MSCI MEXICO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Accrued Income
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1257495
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2297107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31412746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4285186
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt545415
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt643348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt751984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8122130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt970075
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0112137
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02417501
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0172822
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0172822
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2037976
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0264799
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0264799
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0112137
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0426943
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt04119
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04119
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0120518
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt040903
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02591853
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0553877
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0174352
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0112137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02867022
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2037976
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01039248
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012150036
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013148764
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012150036
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0864567
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0864567
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0864567
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0870502
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05935

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Filings

Displayed year

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

Open filing
Assets
$17,347,571
Liabilities
$5,197,535
Net assets
$12,150,036
Revenue
$553,877
Expenses
$2,591,853
Net income
-$2,037,976
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.4$2.97$12.4$0.98$1.50$0.51
2023Detailed filing. Detailed filing data is available for this year.$17.3$5.20$12.2$0.55$2.59$2.04
2022Detailed filing. Detailed filing data is available for this year.$19.5$6.38$13.1$0.68$5.43$4.75
2021Detailed filing. Detailed filing data is available for this year.$24.6$4.39$20.2$2.29$0.88$1.40
2020Detailed filing. Detailed filing data is available for this year.$28.4$9.07$19.3$1.04$8.39$7.35
2019Summary only. Only limited summary data is available for this year.$28.9$3.92$1.50$1.72$0.21
2015Summary only. Only limited summary data is available for this year.$40.4$4.33$1.28$2.56$1.28
2014Summary only. Only limited summary data is available for this year.$45.1$5.58$1.70$11.4$9.68
2013Summary only. Only limited summary data is available for this year.$50.2$1.28$1.28$3.63$2.35
2012Summary only. Only limited summary data is available for this year.$52.3$1.57$3.73$4.43$0.70
2011Summary only. Only limited summary data is available for this year.$54.1$3.41$3.59$4.77$1.18