Civic Intelligence

Solheim Foundation

990PF • Fiscal year 2021 • EIN 74-2378207

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 09, 2022

Organization Profile
PO Box 84558Phoenix, AZ 85071-4558

(603) 870-5248

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

41st percentile

8.6%

Higher net margin than 41% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

55th percentile

9.9%

Faster asset growth than 55% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

63rd percentile

28%

Faster revenue growth than 63% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,404,477

Up $668,552 (+9.9%) from 2020

Net Assets

$7,404,477

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin41st percentile

Revenue

Up

$7,743,893

Up $1,703,826 (+28%) from 2020

Expenses

Up

$7,075,341

Up $6,661,964 (+1612%) from 2020

Net Income

Down

$668,552

Down $4,958,138 (-88%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$30M$20M$10M$0Assets 2011: $5,059,819Liabilities 2011: $02011Assets 2012: $1,752,633Liabilities 2012: $02012Assets 2013: $687,325Liabilities 2013: $02013Assets 2014: $407,169Liabilities 2014: $02014Assets 2015: $41,991Liabilities 2015: $02015Assets 2019: $1,109,235Liabilities 2019: $02019Assets 2020: $6,735,925Liabilities 2020: $02020Assets 2021: $7,404,477Liabilities 2021: $0Net Assets 2021: $7,404,4772021Assets 2022: $16,128,393Liabilities 2022: $0Net Assets 2022: $16,128,3932022Assets 2023: $10,788,036Liabilities 2023: $0Net Assets 2023: $10,788,0362023Assets 2024: $18,757,102Liabilities 2024: $0Net Assets 2024: $18,757,1022024Assets 2025: $23,360,791Liabilities 2025: $0Net Assets 2025: $23,360,7912025

Highlighted filing

2021

Assets$7,404,477
Liabilities$0
Net Assets$7,404,477
Open 2021 Filing

Operations Trend

Revenue Growth63rd percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2011: $513,800Expenses 2011: $933,190Net Income 2011: -$419,3902011Revenue 2012: $3,802Expenses 2012: $3,310,988Net Income 2012: -$3,307,1862012Revenue 2013: $24,156Expenses 2013: $1,089,464Net Income 2013: -$1,065,3082013Revenue 2014: $180,060Expenses 2014: $460,216Net Income 2014: -$280,1562014Revenue 2015: $46Expenses 2015: $365,224Net Income 2015: -$365,1782015Revenue 2019: $1,800,125Expenses 2019: $1,115,286Net Income 2019: $684,8392019Revenue 2020: $6,040,067Expenses 2020: $413,377Net Income 2020: $5,626,6902020Revenue 2021: $7,743,893Expenses 2021: $7,075,341Net Income 2021: $668,5522021Revenue 2022: $10,724,305Expenses 2022: $2,000,389Net Income 2022: $8,723,9162022Revenue 2023: $8,776,100Expenses 2023: $14,116,255Net Income 2023: -$5,340,1552023Revenue 2024: $8,040,043Expenses 2024: $70,977Net Income 2024: $7,969,0662024Revenue 2025: $4,712,548Expenses 2025: $116,860Net Income 2025: $4,595,6882025

Highlighted filing

2021

Revenue$7,743,893
Expenses$7,075,341
Net Income$668,552
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 9, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CANDY BIRCHTrustee-$0--
JOY SOLHEIMTrustee-$0--
DAVID SOLHEIMChairperson-$0--
ALLAN SOLHEIM JRTrustee-$0--
ANDREW SOLHEIMTrustee-$0--
ALLAN SOLHEIMTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Solheim Foundation
EIN
74-2378207
In Care Of
% SOLHEIM FOUNDATION
Phone
6038705248
Address
PO BOX 84558, PHOENIX, AZ 85071-4558

Signing Officer

Name
David Solheim
Title
Chairperson
Phone
6028705248
Signed
2022-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE SUITE 700, PHOENIX, AZ 85004-4563
Preparer
James F Brewer
Phone
6023648000
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2KNOXVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3STILLWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030009
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd174074
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd237914
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd374074
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07075000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0378475
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0378475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0254639
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01053505
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0344467
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0323834
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021733
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt021733
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08673311
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06696866
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0254639
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01053505
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0344467
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0323834
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07075341
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06696866
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08695044
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01998178
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0KARSTEN MANUFACTURING CORP
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1THE SOLHEIM FAMILY SURVIVOR'S TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02201 WEST DESERT COVE AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt114443 N 14TH DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PHOENIX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PHOENIX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd085029
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd185023
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05831000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11912893
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PUTTER
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0P.O. BOX RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0341
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0341
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0KARSTEN MANUFACTURING CORP
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1THE SOLHEIM FAMILY SURVIVOR'S TRUST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02201 WEST DESERT COVE AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt114443 N 14TH DR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PHOENIX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1PHOENIX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0AZ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1AZ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd085029
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd185023
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SOLHEIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum06028705248
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOLHEIM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOLH
ReturnHeader/Filer/EIN0742378207
ReturnHeader/Filer/InCareOfNm0% SOLHEIM FOUNDATION
ReturnHeader/Filer/PhoneNum06038705248
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 84558
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0850714558
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01850 N CENTRAL AVE SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850044563
ReturnHeader/PreparerPersonGrp/PhoneNum06023648000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES F BREWER
ReturnHeader/ReturnTs02022-03-14T14:44:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SOLHEIM
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,404,477
Liabilities
$0
Net assets
$7,404,477
Revenue
$7,743,893
Expenses
$7,075,341
Net income
$668,552
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.4$0.00$23.4$4.71$0.12$4.60
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.8$0.00$18.8$8.04$0.07$7.97
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$8.78$14.1$5.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$0.00$16.1$10.7$2.00$8.72
2021Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$7.74$7.08$0.67
2020Summary only. Only limited summary data is available for this year.$6.74$0.00$6.04$0.41$5.63
2019Summary only. Only limited summary data is available for this year.$1.11$0.00$1.80$1.12$0.68
2015Summary only. Only limited summary data is available for this year.$0.04$0.00$0.00$0.37$0.37
2014Summary only. Only limited summary data is available for this year.$0.41$0.00$0.18$0.46$0.28
2013Summary only. Only limited summary data is available for this year.$0.69$0.00$0.02$1.09$1.07
2012Summary only. Only limited summary data is available for this year.$1.75$0.00$0.00$3.31$3.31
2011Summary only. Only limited summary data is available for this year.$5.06$0.00$0.51$0.93$0.42