Civic Intelligence

David and Ruth Norman Family Foundation

990PF • Fiscal year 2019 • EIN 77-0137996

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

106 Altura VistaLos Gatos, CA 95032

(408) 529-6397

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

5th percentile

-127%

Higher net margin than 5% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

58th percentile

4.6%

Faster asset growth than 58% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-92%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,099,271

Up $91,655 (+4.6%) from 2018

Net Assets

Up

$2,098,377

Up $91,655 (+4.6%) from 2018

Liabilities

Flat

$894

Flat from 2018

Revenue

Down

$38,687

Down $430,315 (-92%) from 2018

Expenses

Down

$87,818

Down $37,098 (-30%) from 2018

Net Income

Down

-$49,131

Down $393,217 (-114%) from 2018

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 2011: $1,655,412Liabilities 2011: $4292011Assets 2012: $1,584,742Liabilities 2012: $4292012Assets 2013: $1,601,173Liabilities 2013: $429Net Assets 2013: $1,600,7442013Assets 2014: $1,502,346Liabilities 2014: $429Net Assets 2014: $1,501,9172014Assets 2015: $1,489,392Liabilities 2015: $781Net Assets 2015: $1,488,6112015Assets 2016: $1,623,894Liabilities 2016: $781Net Assets 2016: $1,623,1132016Assets 2017: $1,630,279Liabilities 2017: $781Net Assets 2017: $1,629,4982017Assets 2018: $2,007,616Liabilities 2018: $894Net Assets 2018: $2,006,7222018Assets 2019: $2,099,271Liabilities 2019: $894Net Assets 2019: $2,098,3772019Assets 2020: $2,060,869Liabilities 2020: $894Net Assets 2020: $2,059,9752020Assets 2021: $2,369,596Liabilities 2021: $894Net Assets 2021: $2,368,7022021Assets 2022: $1,665,820Liabilities 2022: $894Net Assets 2022: $1,664,9262022Assets 2023: $1,951,784Liabilities 2023: $895Net Assets 2023: $1,950,8892023Assets 2024: $1,897,493Liabilities 2024: $894Net Assets 2024: $1,896,5992024

Highlighted filing

2019

Assets$2,099,271
Liabilities$894
Net Assets$2,098,377

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $22,032Expenses 2011: $13,608Net Income 2011: $8,4242011Revenue 2012: $25,400Expenses 2012: $109,400Net Income 2012: -$84,0002012Revenue 2013: $13,397Expenses 2013: $8,977Net Income 2013: $4,4202013Revenue 2014: $12,987Expenses 2014: $140,543Net Income 2014: -$127,5562014Revenue 2015: $12,860Expenses 2015: $15,435Net Income 2015: -$2,5752015Revenue 2016: $13,234Expenses 2016: $96,026Net Income 2016: -$82,7922016Revenue 2017: $16,342Expenses 2017: $48,320Net Income 2017: -$31,9782017Revenue 2018: $469,002Expenses 2018: $124,916Net Income 2018: $344,0862018Revenue 2019: $38,687Expenses 2019: $87,818Net Income 2019: -$49,1312019Revenue 2020: $31,217Expenses 2020: $202,430Net Income 2020: -$171,2132020Revenue 2021: $22,683Expenses 2021: $118,115Net Income 2021: -$95,4322021Revenue 2022: $27,278Expenses 2022: $123,099Net Income 2022: -$95,8212022Revenue 2023: $34,739Expenses 2023: $138,280Net Income 2023: -$103,5412023Revenue 2024: $39,283Expenses 2024: $168,443Net Income 2024: -$129,1602024

Highlighted filing

2019

Revenue$38,687
Expenses$87,818
Net Income-$49,131
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ruth NormanPresident-$0--
David R NormanVice-President-$0--
Filing and Contact Details

Filer

Filer Name
David and Ruth Norman Family Foundation
EIN
77-0137996
Phone
4085296397
Address
106 Altura Vista, Los Gatos, CA 95032

Signing Officer

Name
Ruth Norman
Title
Director
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Snow Hartman Fong & Associates
Address
1213 Lincoln Avenue Ste 209, San Jose, CA 95125
Preparer
Barbara Hartman CPA
Phone
4083548500
Raw XML Appendix349 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1David R Norman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice-President
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1David R Norman
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Donation for children's program.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Donation associated with children.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Donation associated with children.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Donation associated with children.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Donation for research.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Donation associated with children.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Donation associated with children.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Donation for children's program.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0University of Minnesota
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Pacific Legal Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Second Harvest Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Habitat for Humanity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Charitysmith - Fred Zula Scholarshi
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Alzheimer's Disease Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6KQED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Free To Choose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8CharitySmith- Christopher Meadows M
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 Church Street SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1930 G Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2750 Curtner Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3322 W Lamar St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt413100 Filly Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt522512 Gateway Center Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt650 Beale St 5th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72002 Filmore Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt813100 Filly Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Minneapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Sacramento
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2San Jose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Americus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Truckee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Clarksberg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Erie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Truckee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055455
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195814
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd331709
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd496161
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520871
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd694105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd716506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd896161
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt086000
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/AppliedToCurrentYearAmt086947
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0104184
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02547
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02547
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02547
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt086947
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02547
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014690
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt026440
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt026440
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Registry for Trusts
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0140786
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized Gain/Loss on Investment
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0894
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Due to Dave Norman
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0894
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1183
TaxesSchedule/TaxesDetail/CategoryTxt07
TaxesSchedule/TaxesDetail/CategoryTxt1Internal Revenue Service
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt05
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt192
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt191
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ruth Norman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0David and Ruth Norman Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0NORM
ReturnHeader/Filer/EIN0770137996
ReturnHeader/Filer/PhoneNum04085296397
ReturnHeader/Filer/USAddress/AddressLine1Txt0106 Altura Vista
ReturnHeader/Filer/USAddress/CityNm0Los Gatos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095032
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823794612
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Snow Hartman Fong & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01213 Lincoln Avenue Ste 209
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095125
ReturnHeader/PreparerPersonGrp/PhoneNum04083548500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Hartman CPA
ReturnHeader/ReturnTs02020-06-18T08:25:31-07:00
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
2024Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.04$0.17$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.03$0.14$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.66$0.03$0.12$0.10
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.$2.06$0.00$2.06$0.03$0.20$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.04$0.09$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.47$0.12$0.34
2017Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.02$0.05$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.01$0.10$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.01$0.02$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.01$0.14$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.01$0.01$0.00
2012Summary only. Only limited summary data is available for this year.$1.58$0.00$0.03$0.11$0.08
2011Summary only. Only limited summary data is available for this year.$1.66$0.00$0.02$0.01$0.01