Civic Intelligence

Knowles Family Foundation

990PF • Fiscal year 2021 • EIN 73-1701843

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 28, 2022

PO Box 2347LA Jolla, CA 92038-2347

(619) 889-5678

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

1st percentile

-423%

Higher net margin than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

58th percentile

11%

Faster asset growth than 58% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

0.5%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$2,365,500

Up $225,042 (+11%) from 2020

Net Assets

Up

$2,365,500

Up $225,042 (+11%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$23,574

Up $107 (+0.5%) from 2020

Expenses

Up

$123,327

Up $14,077 (+13%) from 2020

Net Income

Down

-$99,753

Down $13,970 (-16%) from 2020

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $621,192Liabilities 2010: $0Net Assets 2010: $621,1922010Assets 2011: $659,146Liabilities 2011: $0Net Assets 2011: $659,1462011Assets 2012: $766,447Liabilities 2012: $0Net Assets 2012: $766,4472012Assets 2013: $1,076,704Liabilities 2013: $0Net Assets 2013: $1,076,7042013Assets 2014: $1,229,164Liabilities 2014: $0Net Assets 2014: $1,229,1642014Assets 2015: $1,197,891Liabilities 2015: $0Net Assets 2015: $1,197,8912015Assets 2016: $1,255,550Liabilities 2016: $0Net Assets 2016: $1,255,5502016Assets 2017: $1,562,312Liabilities 2017: $0Net Assets 2017: $1,562,3122017Assets 2018: $1,475,400Liabilities 2018: $0Net Assets 2018: $1,475,4002018Assets 2019: $1,938,358Liabilities 2019: $0Net Assets 2019: $1,938,3582019Assets 2020: $2,140,458Liabilities 2020: $0Net Assets 2020: $2,140,4582020Assets 2021: $2,365,500Liabilities 2021: $0Net Assets 2021: $2,365,5002021Assets 2022: $1,815,873Liabilities 2022: $0Net Assets 2022: $1,815,8732022Assets 2023: $2,056,805Liabilities 2023: $0Net Assets 2023: $2,056,8052023Assets 2024: $2,133,447Liabilities 2024: $0Net Assets 2024: $2,133,4472024

Highlighted filing

2021

Assets$2,365,500
Liabilities$0
Net Assets$2,365,500

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2010: $6,6352010Expenses 2011: $2,0772011Expenses 2012: $6,3412012Revenue 2013: $165,095Expenses 2013: $49,816Net Income 2013: $115,2792013Revenue 2014: $116,194Expenses 2014: $42,525Net Income 2014: $73,6692014Revenue 2015: $29,224Expenses 2015: $92,394Net Income 2015: -$63,1702015Revenue 2016: $18,732Expenses 2016: $71,702Net Income 2016: -$52,9702016Revenue 2017: $19,686Expenses 2017: $50,204Net Income 2017: -$30,5182017Revenue 2018: $21,470Expenses 2018: $59,120Net Income 2018: -$37,6502018Revenue 2019: $23,556Expenses 2019: $63,037Net Income 2019: -$39,4812019Revenue 2020: $23,467Expenses 2020: $109,250Net Income 2020: -$85,7832020Revenue 2021: $23,574Expenses 2021: $123,327Net Income 2021: -$99,7532021Revenue 2022: $26,830Expenses 2022: $52,239Net Income 2022: -$25,4092022Revenue 2023: $93,206Expenses 2023: $110,787Net Income 2023: -$17,5812023Revenue 2024: $32,756Expenses 2024: $285,327Net Income 2024: -$252,5712024

Highlighted filing

2021

Revenue$23,574
Expenses$123,327
Net Income-$99,753
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 28, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAYMOND KNOWLESPresident-$0--
LOUISE KNOWLESTreasurer/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Knowles Family Foundation
EIN
73-1701843
Phone
6198895678
Address
PO BOX 2347, LA JOLLA, CA 92038-2347

Signing Officer

Name
Raymond Knowles
Title
President
Phone
6198895678
Signed
2022-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
3655 NOBEL DRIVE SUITE 300, SAN DIEGO, CA 92122
Preparer
David W Cortney
Phone
8585974100
Raw XML Appendix344 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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AccountingFeesSchedule/AccountingFeesDetail/Amt01890
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0473
AppliedToPriorYearElection/ElectionDesc0PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF:UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING: TAX YEAR AMOUNT 2011 $7,823SIGNED: ______________________________ DATE: ___________ RAYMOND V. KNOWLES, PRESIDENT
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROJECTS AND ORGANIZATIONS FOCUSED ON INCREASING AND MAINTAINING HOUSING UNITS THAT ARE AFFORDABLE TO WORKERS IN THE LOCAL ECONOMY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DEDICATED TO ENCOURAGING AND FACILITATING CHARITABLE GIVING IN THE COACHELLA VALLEY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT RECREATIONAL THERAPY WITH THE POWERS OF THE GREAT OUTDOORS TO ACHIEVE WHOLE-LIFE HEALING.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO PROMOTE AND SUPPORT TREATMENT FOR ADDICTION DEPENDENCIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO PROMOTE AND SUPPORT TREATMENT FOR ADDICTION DEPENDENCIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO SUPPORT THE HEALTH AND WELL-BEING OF THE COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SPUR COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SPUR COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HIGHER GROUND SUN VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HARMON RECOVERY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ST LUKE'S WOOD RIVER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ST LUKE'S WOOD RIVER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 6184
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 6184
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2160 7TH ST W 2C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt379175 CAMINO ROSADA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4100 HOSPITAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5100 HOSPITAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KETCHUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KETCHUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2KETCHUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LA QUINTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4KETCHUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5KETCHUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd083340
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd183340
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd283340
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392253
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd483340
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd583340
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0121122
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt063918
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt057519
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0110569
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0121437
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt046651
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt057519
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0250137
OtherIncreasesSchedule/OtherIncreasesDetail/Amt174658
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS ON MARKETABLE SECURITIES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1GAIN ON APPRECIATION STOCK DONATION - NONTAXABLE
TaxesSchedule/TaxesDetail/Amt0315
TaxesSchedule/TaxesDetail/Amt10
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES & LICENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1315
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RAYMOND KNOWLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06198895678
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KNOWLES FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KNOW
ReturnHeader/Filer/EIN0731701843
ReturnHeader/Filer/PhoneNum06198895678
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2347
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0920382347
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03655 NOBEL DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092122
ReturnHeader/PreparerPersonGrp/PhoneNum08585974100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W CORTNEY
ReturnHeader/ReturnTs02022-08-02T15:53:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RAYMOND
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KNOWLES
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.03$0.29$0.25
2023Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.09$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.03$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.02$0.12$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.02$0.11$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.02$0.06$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.02$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.02$0.05$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.02$0.07$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.03$0.09$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.12$0.04$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.17$0.05$0.12
2012Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.01