Civic Intelligence

Dmarlou Foundation

990PF • Fiscal year 2023 • EIN 68-0320399

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization Profile
35 Mountain LaneMill Valley, CA 94941

(415) 383-2624

Siviq Scores

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

Liabilities / Assets

51st percentile

0.03x

Higher debt load relative to assets than 51% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

0.50x

Higher debt load relative to revenue than 83% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

9th percentile

-88%

Higher net margin than 9% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

49th percentile

$7,500

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

14th percentile

-8.3%

Faster asset growth than 14% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-55%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$4,414,394

Down $398,465 (-8.3%) from 2022

Net Assets

Down

$4,303,394

Down $194,465 (-4.3%) from 2022

Liabilities

Down

$111,000

Down $204,000 (-65%) from 2022

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin9th percentile

Revenue

Down

$220,169

Down $271,300 (-55%) from 2022

Expenses

Down

$414,634

Down $55,756 (-12%) from 2022

Net Income

Down

-$194,465

Down $215,544 (-1023%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,641,442Liabilities 2010: $13,000Net Assets 2010: $4,628,4422010Assets 2011: $4,518,761Liabilities 2011: $13,000Net Assets 2011: $4,505,7612011Assets 2012: $4,504,187Liabilities 2012: $13,000Net Assets 2012: $4,491,1872012Assets 2013: $4,589,091Liabilities 2013: $13,000Net Assets 2013: $4,576,0912013Assets 2014: $4,510,600Liabilities 2014: $63,001Net Assets 2014: $4,447,5992014Assets 2015: $4,436,784Liabilities 2015: $63,0012015Assets 2016: $4,390,847Liabilities 2016: $107,960Net Assets 2016: $4,282,8872016Assets 2017: $4,619,968Liabilities 2017: $159,960Net Assets 2017: $4,460,0082017Assets 2018: $4,589,181Liabilities 2018: $99,960Net Assets 2018: $4,489,2212018Assets 2019: $4,523,430Liabilities 2019: $107,185Net Assets 2019: $4,416,2452019Assets 2020: $4,465,465Liabilities 2020: $102,185Net Assets 2020: $4,363,2802020Assets 2021: $4,732,965Liabilities 2021: $256,185Net Assets 2021: $4,476,7802021Assets 2022: $4,812,859Liabilities 2022: $315,000Net Assets 2022: $4,497,8592022Assets 2023: $4,414,394Liabilities 2023: $111,000Net Assets 2023: $4,303,3942023Assets 2024: $4,564,437Liabilities 2024: $111,000Net Assets 2024: $4,453,4372024

Highlighted filing

2023

Assets$4,414,394
Liabilities$111,000
Net Assets$4,303,394
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $285,2342010Expenses 2011: $294,1392011Expenses 2012: $325,0092012Revenue 2013: $399,857Expenses 2013: $314,953Net Income 2013: $84,9042013Revenue 2014: $204,132Expenses 2014: $332,781Net Income 2014: -$128,6492014Revenue 2015: $278,896Expenses 2015: $352,712Net Income 2015: -$73,8162015Revenue 2016: $259,207Expenses 2016: $350,103Net Income 2016: -$90,8962016Revenue 2017: $523,858Expenses 2017: $346,675Net Income 2017: $177,1832017Revenue 2018: $405,139Expenses 2018: $375,882Net Income 2018: $29,2572018Revenue 2019: $310,188Expenses 2019: $383,164Net Income 2019: -$72,9762019Revenue 2020: $336,572Expenses 2020: $389,537Net Income 2020: -$52,9652020Revenue 2021: $529,356Expenses 2021: $415,856Net Income 2021: $113,5002021Revenue 2022: $491,469Expenses 2022: $470,390Net Income 2022: $21,0792022Revenue 2023: $220,169Expenses 2023: $414,634Net Income 2023: -$194,4652023Revenue 2024: $574,063Expenses 2024: $424,020Net Income 2024: $150,0432024

Highlighted filing

2023

Revenue$220,169
Expenses$414,634
Net Income-$194,465
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY T JOSEPHPresident-$7,500-$7,500
RICHARD H RAHLSecretary-$7,500-$7,500
FELIPE R SANTIAGOTreasurerPT$7,500-$7,500
SUSAN E RAHLVice President-$7,500-$7,500
Filing and Contact Details

Filer

Filer Name
Dmarlou Foundation
EIN
68-0320399
Phone
4153832624
Address
35 MOUNTAIN LANE, MILL VALLEY, CA 94941

Signing Officer

Name
Barry T Joseph
Title
President
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Eric Sheldon CPA Pc
Address
76 MAIN ST STE A, TIBURON, CA 94920
Preparer
Eric Sheldon
Phone
4153848092
Raw XML Appendix371 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/PropertyDesc1FISHER - LT
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MERRILL - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6WELLS FARGO ADV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MERRILL - WSAL NON DEDUCT WASH SALE
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-194465
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04303394
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32720 STANFORD AVE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01665
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TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt2REGISTRY OF CHARITABLE TRUST
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15676
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2100
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/PhoneNum04153832624
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ReturnHeader/Filer/USAddress/CityNm0MILL VALLEY
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0854246353
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERIC SHELDON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt076 MAIN ST STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TIBURON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094920
ReturnHeader/PreparerPersonGrp/PhoneNum04153848092
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC SHELDON
ReturnHeader/ReturnTs02024-05-13T18:11:01-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARRY T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOSEPH
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,414,394
Liabilities
$111,000
Net assets
$4,303,394
Revenue
$220,169
Expenses
$414,634
Net income
-$194,465
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.56$0.11$4.45$0.57$0.42$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.41$0.11$4.30$0.22$0.41$0.19
2022Detailed filing. Detailed filing data is available for this year.$4.81$0.32$4.50$0.49$0.47$0.02
2021Detailed filing. Detailed filing data is available for this year.$4.73$0.26$4.48$0.53$0.42$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.47$0.10$4.36$0.34$0.39$0.05
2019Detailed filing. Detailed filing data is available for this year.$4.52$0.11$4.42$0.31$0.38$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.59$0.10$4.49$0.41$0.38$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.62$0.16$4.46$0.52$0.35$0.18
2016Detailed filing. Detailed filing data is available for this year.$4.39$0.11$4.28$0.26$0.35$0.09
2015Summary only. Only limited summary data is available for this year.$4.44$0.06$0.28$0.35$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.51$0.06$4.45$0.20$0.33$0.13
2013Detailed filing. Detailed filing data is available for this year.$4.59$0.01$4.58$0.40$0.31$0.08
2012Detailed filing. Detailed filing data is available for this year.$4.50$0.01$4.49$0.33
2011Detailed filing. Detailed filing data is available for this year.$4.52$0.01$4.51$0.29
2010Detailed filing. Detailed filing data is available for this year.$4.64$0.01$4.63$0.29