Civic Intelligence

The Giardini Foundation

990PF • Fiscal year 2019 • EIN 76-0410855

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 27, 2020

6103 Valley Forge Unit CHouston, TX 77057

(713) 975-1485

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

61st percentile

8.5%

Higher net margin than 61% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

51st percentile

1.1%

Faster asset growth than 51% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

8.2%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$270,886

Up $3,029 (+1.1%) from 2018

Net Assets

Up

$270,547

Up $3,029 (+1.1%) from 2018

Liabilities

Flat

$339

Flat from 2018

Revenue

Up

$35,599

Up $2,686 (+8.2%) from 2018

Expenses

Down

$32,566

Down $6,543 (-17%) from 2018

Net Income

Up

$3,033

Up $9,229 (+149%) from 2018

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

2019

Assets$270,886
Liabilities$339
Net Assets$270,547

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

2019

Revenue$35,599
Expenses$32,566
Net Income$3,033
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 27, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

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

Filer

Filer Name
The Giardini Foundation
EIN
76-0410855
Phone
7139751485
Address
6103 VALLEY FORGE UNIT C, HOUSTON, TX 77057

Signing Officer

Name
Carl P Giardini
Title
President
Signed
2020-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Osgood & Associates PC
Address
12 Greenway Plaza Suite 1100, Houston, TX 77046
Preparer
Michael W Osgood
Phone
7134254949
Raw XML Appendix375 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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AccountingFeesSchedule/AccountingFeesDetail/Amt03740
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX RETURN PREPARATION FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0100357
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1142684
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JPM EQUITY INCOME FD - SEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1JPM US LARGE CAP CORE PLUS FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0184874
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1130655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-30
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0732.332 shs JPM US LARGE CP CORE PLUS FD - CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16.971 shs JPM US LARGE CP CORE PLUS FD - CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc274.047 shs JPM US LARGE CP CORE PLUS FD - CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SYMBOL TECHNOLOGIES - LITI SETTLEMENT
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015961
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08470
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0315609
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04861
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015961
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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
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARY ANN GIARDINI
IRS990PF/StatementsRegardingActyGrp/PhoneNum07139751485
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9FUND HURRICANE DORIAN RELIEF
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3YUBA ENVIRONMENTAL SCIENCE CHARTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5THE SALVATION ARMY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9SAMARITAN'S PURSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 4681
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22700 SOUTHWEST FREEWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt39841 TEXAS HILL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 66330
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51500 AUSTIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72700 SOUTHWEST FREEWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt877 4TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO BOX 3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BRADFORD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd928607
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015608
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018822
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03760
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03219
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04113
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04113
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt038693
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012892
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018822
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03760
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03219
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012892
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt042806
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029914
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0326
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL P GIARDINI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GIARDINI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GIAR
ReturnHeader/Filer/EIN0760410855
ReturnHeader/Filer/PhoneNum07139751485
ReturnHeader/Filer/USAddress/AddressLine1Txt06103 VALLEY FORGE UNIT C
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077057
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721578415
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Osgood & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012 Greenway Plaza Suite 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077046
ReturnHeader/PreparerPersonGrp/PhoneNum07134254949
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL W OSGOOD
ReturnHeader/ReturnTs02020-04-27T09:20:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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
2019Detailed filing. Detailed filing data is available for this year.$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