Civic Intelligence

The Giardini Foundation

990PF • Fiscal year 2013 • EIN 76-0410855

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 12, 2014

6103 Valley Forge Unit C77057

(713) 975-1485

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

13th percentile

-37%

Higher net margin than 13% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

43rd percentile

-1.4%

Faster asset growth than 43% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

93rd percentile

108%

Faster revenue growth than 93% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$244,102

Down $3,506 (-1.4%) from 2012

Net Assets

$243,763

No earlier filing loaded for comparison.

Liabilities

Flat

$339

Flat from 2012

Revenue

Up

$9,492

Up $4,934 (+108%) from 2012

Expenses

Up

$12,998

Up $8,748 (+206%) from 2012

Net Income

Down

-$3,506

Down $3,814 (-1238%) from 2012

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $247,300Liabilities 2011: $3392011Assets 2012: $247,608Liabilities 2012: $3392012Assets 2013: $244,102Liabilities 2013: $339Net Assets 2013: $243,7632013Assets 2014: $268,186Liabilities 2014: $339Net Assets 2014: $267,8472014Assets 2015: $271,318Liabilities 2015: $339Net Assets 2015: $270,9792015Assets 2016: $267,858Liabilities 2016: $339Net Assets 2016: $267,5192016Assets 2017: $274,053Liabilities 2017: $339Net Assets 2017: $273,7142017Assets 2018: $267,857Liabilities 2018: $339Net Assets 2018: $267,5182018Assets 2019: $270,886Liabilities 2019: $339Net Assets 2019: $270,5472019Assets 2020: $255,119Liabilities 2020: $339Net Assets 2020: $254,7802020Assets 2021: $236,361Liabilities 2021: $339Net Assets 2021: $236,0222021Assets 2022: $233,368Liabilities 2022: $339Net Assets 2022: $233,0292022Assets 2023: $212,264Liabilities 2023: $0Net Assets 2023: $212,2642023Assets 2024: $182,529Liabilities 2024: $0Net Assets 2024: $182,5292024

Highlighted filing

2013

Assets$244,102
Liabilities$339
Net Assets$243,763

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $30,356Expenses 2011: $26,704Net Income 2011: $3,6522011Revenue 2012: $4,558Expenses 2012: $4,250Net Income 2012: $3082012Revenue 2013: $9,492Expenses 2013: $12,998Net Income 2013: -$3,5062013Revenue 2014: $54,456Expenses 2014: $30,372Net Income 2014: $24,0842014Revenue 2015: $18,789Expenses 2015: $15,657Net Income 2015: $3,1322015Revenue 2016: $18,872Expenses 2016: $22,332Net Income 2016: -$3,4602016Revenue 2017: $30,085Expenses 2017: $23,890Net Income 2017: $6,1952017Revenue 2018: $32,913Expenses 2018: $39,109Net Income 2018: -$6,1962018Revenue 2019: $35,599Expenses 2019: $32,566Net Income 2019: $3,0332019Revenue 2020: -$1,439Expenses 2020: $14,328Net Income 2020: -$15,7672020Revenue 2021: $17,953Expenses 2021: $36,711Net Income 2021: -$18,7582021Revenue 2022: $17,476Expenses 2022: $20,469Net Income 2022: -$2,9932022Revenue 2023: $7,949Expenses 2023: $28,714Net Income 2023: -$20,7652023Revenue 2024: $35,002Expenses 2024: $64,737Net Income 2024: -$29,7352024

Highlighted filing

2013

Revenue$9,492
Expenses$12,998
Net Income-$3,506
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 12, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL P GIARDINIPresident-$0--
MARY ANN GIARDINISec/Treas-$0--
Filing and Contact Details

Filer

EIN
76-0410855
Phone
7139751485

Signing Officer

Name
Carl P Giardini
Title
President
Signed
2014-08-12
Discuss with paid preparer
Yes

Preparer

Preparer
Michael W Osgood
Phone
7134254949
Raw XML Appendix318 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/Amt03813
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX RETURN PREPARATION FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JPMORGAN HIGH YIELD BD FD - SEL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2SPDR S&P 500 ETF TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES CORE S&P MID-CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES MSCI EAFE INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES MSCI ALL COUNTRY ASIA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09374
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt012998
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt09374
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt09492
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03998
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt012666
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GILEAD SCIENCES INC - LITIGATION STTLMNT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WASHINGTON MUTUAL - LITIGATION STTLMNT
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013803
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013990
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0187
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0300
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0276510
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04261
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013990
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CARL P GIARDINI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY ANN GIARDINI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec/TREAS
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0HOUSTON
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10MARY ANN GIARDINI
IRS990PF/StatementsRegardingActyGrp/PhoneNum07139751485
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER STATING THE AMOUNT AND PURPOSE FOR WHICH THE FUNDS ARE TO BE USED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARY ANN GIARDINI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07139751485
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine106103 VALLEY FORGE UNIT C
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0HOUSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode077057
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CARL P GIARDINI
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MARY ANN GIARDINI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUND PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PURCHASE OF LAPTOPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2THYPHOON VICTIMS RELIEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0COVENANT HOUSE TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1YUBA ENVIRONMENTAL SCIENCE CHARTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2AMERICAN RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine101111 LOVETT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine119841 TEXAS HILL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12PO BOX 397
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1OREGON HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode077006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode195935
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode277001
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09000
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/AppliedToCurrentYearAmt09000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013803
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01966
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01966
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01966
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01966
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02837
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05
TaxesSchedule/TaxesDetail/Amt0113
TaxesSchedule/TaxesDetail/Amt167
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL P GIARDINI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE GIARDINI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GIAR
ReturnHeader/Filer/EIN0760410855
ReturnHeader/Filer/PhoneNum07139751485
ReturnHeader/Filer/USAddress/AddressLine106103 VALLEY FORGE UNIT C
ReturnHeader/Filer/USAddress/City0HOUSTON
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077057
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Osgood & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1012 Greenway Plaza Suite 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode077046
ReturnHeader/PreparerPersonGrp/PhoneNum07134254949
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL W OSGOOD
ReturnHeader/ReturnTs02014-08-12T13:01:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.35$0.65$0.30
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$0.08$0.29$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.17$0.20$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.18$0.37$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.01$0.14$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$0.36$0.33$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.00$2.68$0.33$0.39$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.30$0.24$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.19$0.22$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$0.19$0.16$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.54$0.30$0.24
2013Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.09$0.13$0.04
2012Summary only. Only limited summary data is available for this year.$2.48$0.00$0.05$0.04$0.00
2011Summary only. Only limited summary data is available for this year.$2.47$0.00$0.30$0.27$0.04