Civic Intelligence

Barry and Patricia Saper Foundation

990PF • Fiscal year 2013 • EIN 65-1212129

Nov 01, 2012 to Oct 31, 2013 • Filed on Oct 08, 2014

Organization Profile
13039 Palermo CourtSaratoga, CA 95070
Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

60th percentile

4.3%

Faster asset growth than 60% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

98th percentile

582%

Faster revenue growth than 98% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$594,805

Up $24,675 (+4.3%) from 2012

Net Assets

$594,805

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin85th percentile

Revenue

Up

$63,071

Up $53,825 (+582%) from 2012

Expenses

Up

$38,396

Up $25,310 (+193%) from 2012

Net Income

Up

$24,675

Up $28,515 (+743%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$600K$400K$200K$0Assets 2011: $573,970Liabilities 2011: $02011Assets 2012: $570,130Liabilities 2012: $02012Assets 2013: $594,805Liabilities 2013: $0Net Assets 2013: $594,8052013Assets 2014: $596,256Liabilities 2014: $02014Assets 2015: $588,332Liabilities 2015: $0Net Assets 2015: $588,3322015Assets 2016: $564,484Liabilities 2016: $0Net Assets 2016: $564,4842016Assets 2017: $565,098Liabilities 2017: $0Net Assets 2017: $565,0982017Assets 2018: $577,338Liabilities 2018: $0Net Assets 2018: $577,3382018Assets 2019: $550,186Liabilities 2019: $1Net Assets 2019: $550,1862019Assets 2020: $533,569Liabilities 2020: $1Net Assets 2020: $533,5692020Assets 2021: $537,865Liabilities 2021: $1Net Assets 2021: $537,8652021Assets 2022: $540,063Liabilities 2022: $1Net Assets 2022: $540,0632022Assets 2024: $548,028Liabilities 2024: $0Net Assets 2024: $548,0282024

Highlighted filing

2013

Assets$594,805
Liabilities$0
Net Assets$594,805
Open 2013 Filing

Operations Trend

Revenue Growth98th percentile

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

$100K$50K$0-$50KRevenue 2011: $28,898Expenses 2011: $7,622Net Income 2011: $21,2762011Revenue 2012: $9,246Expenses 2012: $13,086Net Income 2012: -$3,8402012Revenue 2013: $63,071Expenses 2013: $38,396Net Income 2013: $24,6752013Revenue 2014: $26,312Expenses 2014: $15,081Net Income 2014: $11,2312014Revenue 2015: $33,705Expenses 2015: $41,629Net Income 2015: -$7,9242015Revenue 2016: $532Expenses 2016: $24,380Net Income 2016: -$23,8482016Revenue 2017: $26,496Expenses 2017: $25,573Net Income 2017: $9232017Revenue 2018: $36,115Expenses 2018: $23,455Net Income 2018: $12,6602018Revenue 2019: $22,574Expenses 2019: $49,726Net Income 2019: -$27,1522019Revenue 2020: $28,038Expenses 2020: $44,757Net Income 2020: -$16,7192020Revenue 2021: $44,520Expenses 2021: $40,224Net Income 2021: $4,2962021Revenue 2022: $25,211Expenses 2022: $22,976Net Income 2022: $2,2352022Revenue 2024: $42,189Expenses 2024: $38,931Net Income 2024: $3,2582024

Highlighted filing

2013

Revenue$63,071
Expenses$38,396
Net Income$24,675
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013
Signed
Oct 8, 2014
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A PETERSENTreasurer-$0--
BARRY M SAPERPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-TO PROVIDE SUPPORT FOR EDUCATIONAL PROGRAMS-MONTREAL, CA$16,000
Paid Grant-TO PROVIDE SUPPORT FOR EDUCATIONAL PROGRAMS-RENO, NV, US$15,000
Filing and Contact Details

Filer

EIN
65-1212129
Raw XML Appendix250 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.

Path#Value
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IRS990PF/BalanceSheets/TotalNetAssetsEOY0594805
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0430132
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss048904
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0594805
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0594805
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj029322
IRS990PF/DistributableAmount/DistributableAmountBeforeDed029322
IRS990PF/DistributableAmount/MinimumInvestmentReturn030445
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01123
IRS990PF/DistributableAmount/TotalTax01123
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances041306
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0576858
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable09272
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn030445
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0608892
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0618164
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROBERT A PETERSEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1BARRY M SAPER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1013039 PALERMO CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1113039 PALERMO COURT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SARATOGA
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0950704438
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1950704438
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct048784
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.07920
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.05091
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.00171
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.34337
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear201000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30200000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.39599
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions031000
IRS990PF/QualifyingDistributions/ExpensesAndContributions031000
IRS990PF/QualifyingDistributions/QualifyingDistributions031000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10ROBERT A PETERSEN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04088676388
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1013039 PALERMO COURT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SARATOGA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0950704438
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount015000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount116000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO PROVIDE SUPPORT FOR EDUCATIONAL PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1TO PROVIDE SUPPORT FOR EDUCATIONAL PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/AddressLine104090 AVENUE ROYAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/City0MONTREAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/Country0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/PostalCode0HA4 2M5
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/ProvinceOrState0QUEBEC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SIERRA NEVADA JOURNIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1US FRIENDS OF LOWER CANADA COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10190 EAST LIBERTY STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0RENO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NV
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode089501
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear031000
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear029322
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted029322
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01678
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01678
IRS990PF/UndistributedIncome/QualifyingDistributions031000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01678
IRS990PF/UndistributedIncome/TotalCorpus01678
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpenses/Description1CA SECTY ST FILING FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome06930
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks06930
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks120
TaxesSchedule/Taxes/Amount0446
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX INV INC.
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0651212129
ReturnHeader/Filer/Name/BusinessNameLine10BARRY & PATRICIA SAPER FOUNDATION
ReturnHeader/Filer/NameControl0BARR
ReturnHeader/Filer/Phone04088676388
ReturnHeader/Filer/USAddress/AddressLine1013039 PALERMO COURT
ReturnHeader/Filer/USAddress/City0SARATOGA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095070
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-10-08
ReturnHeader/Officer/Name0ROBERT A PETERSEN
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Robert A Petersen CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1013039 PALERMO CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Saratoga
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0950704438
ReturnHeader/Preparer/Name0ROBERT A PETERSEN CPA
ReturnHeader/Preparer/Phone04088676388
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-11-01
ReturnHeader/TaxPeriodEndDate02013-10-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-10-08T18:50:39-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$594,805
Liabilities
$0
Net assets
$594,805
Revenue
$63,071
Expenses
$38,396
Net income
$24,675
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.42$0.39$0.03
2022Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.25$0.23$0.02
2021Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.45$0.40$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.28$0.45$0.17
2019Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.23$0.50$0.27
2018Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.36$0.23$0.13
2017Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.26$0.26$0.01
2016Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.01$0.24$0.24
2015Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.34$0.42$0.08
2014Summary only. Only limited summary data is available for this year.$5.96$0.00$0.26$0.15$0.11
2013Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.63$0.38$0.25
2012Summary only. Only limited summary data is available for this year.$5.70$0.00$0.09$0.13$0.04
2011Summary only. Only limited summary data is available for this year.$5.74$0.00$0.29$0.08$0.21