Civic Intelligence

Rasmussen Foundation

990PF • Fiscal year 2020 • EIN 77-0166925

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 03, 2021

Organization Profile
2320 Shasta Way No FSimi Valley, CA 93065-1801

(805) 581-2275

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

95th percentile

86%

Higher net margin than 95% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

16%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,354,941

Up $257,283 (+12%) from 2019

Net Assets

Up

$2,354,941

Up $257,283 (+12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin95th percentile

Revenue

Up

$104,441

Up $14,192 (+16%) from 2019

Expenses

Down

$14,705

Down $21,707 (-60%) from 2019

Net Income

Up

$89,736

Up $35,899 (+67%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,207,075Liabilities 2011: $02011Assets 2012: $1,267,612Liabilities 2012: $0Net Assets 2012: $1,267,6122012Assets 2013: $1,301,117Liabilities 2013: $0Net Assets 2013: $1,301,1172013Assets 2014: $1,497,770Liabilities 2014: $0Net Assets 2014: $1,497,7702014Assets 2015: $1,557,402Liabilities 2015: $0Net Assets 2015: $1,557,4022015Assets 2016: $1,844,139Liabilities 2016: $0Net Assets 2016: $1,844,1392016Assets 2017: $1,817,370Liabilities 2017: $0Net Assets 2017: $1,817,3702017Assets 2018: $1,672,035Liabilities 2018: $0Net Assets 2018: $1,672,0352018Assets 2019: $2,097,658Liabilities 2019: $0Net Assets 2019: $2,097,6582019Assets 2020: $2,354,941Liabilities 2020: $0Net Assets 2020: $2,354,9412020Assets 2021: $2,685,800Liabilities 2021: $0Net Assets 2021: $2,685,8002021Assets 2022: $2,099,380Liabilities 2022: $375Net Assets 2022: $2,099,0052022Assets 2023: $2,403,421Liabilities 2023: $0Net Assets 2023: $2,403,4212023Assets 2024: $2,850,621Liabilities 2024: $0Net Assets 2024: $2,850,6212024

Highlighted filing

2020

Assets$2,354,941
Liabilities$0
Net Assets$2,354,941
Open 2020 Filing

Operations Trend

Revenue Growth72nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $76,198Expenses 2011: $126,362Net Income 2011: -$50,1642011Expenses 2012: $95,9392012Revenue 2013: $294,767Expenses 2013: $413,063Net Income 2013: -$118,2962013Revenue 2014: $306,214Expenses 2014: $104,167Net Income 2014: $202,0472014Revenue 2015: $356,228Expenses 2015: $178,946Net Income 2015: $177,2822015Revenue 2016: $469,150Expenses 2016: $213,165Net Income 2016: $255,9852016Revenue 2017: $294,907Expenses 2017: $398,076Net Income 2017: -$103,1692017Revenue 2018: $109,905Expenses 2018: $94,400Net Income 2018: $15,5052018Revenue 2019: $90,249Expenses 2019: $36,412Net Income 2019: $53,8372019Revenue 2020: $104,441Expenses 2020: $14,705Net Income 2020: $89,7362020Revenue 2021: $132,350Expenses 2021: $127,118Net Income 2021: $5,2322021Revenue 2022: $149,796Expenses 2022: $246,878Net Income 2022: -$97,0822022Revenue 2023: $211,800Expenses 2023: $105,185Net Income 2023: $106,6152023Revenue 2024: $826,545Expenses 2024: $197,669Net Income 2024: $628,8762024

Highlighted filing

2020

Revenue$104,441
Expenses$14,705
Net Income$89,736
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 3, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C DEAN RASMUSSENPresident-$0--
KATHLEEN RASMUSSENVice-President & Secretary-$0--
ERIC N RASMUSSENCFO-$0--
Filing and Contact Details

Filer

Filer Name
Rasmussen Foundation
EIN
77-0166925
Phone
8055812275
Address
2320 SHASTA WAY NO F, SIMI VALLEY, CA 93065-1801

Signing Officer

Name
C Dean Rasmussen
Title
President
Phone
8055812275
Signed
2021-08-03
Discuss with paid preparer
Yes

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
7676 HAZARD CENTER DRIVE STE 1300, SAN DIEGO, CA 92108
Preparer
Eric Krystad
Phone
6198104940
Raw XML Appendix348 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1949377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CHARLES SCHWAB #7409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CHARLES SCHWAB #7410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt05804
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0C DEAN RASMUSSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATHLEEN RASMUSSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ERIC N RASMUSSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRESIDENT & SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CFO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12320 SHASTA WAY - F
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22320 SHASTA WAY- F
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHARON MINERVA
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1KATHLEEN RASMUSSEN
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0367258
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0292922
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt074336
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0367258
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0466315
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ROYALTY FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1257
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1257
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTIES
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02918
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13931
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX PREPARATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09595
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0118
TaxesSchedule/TaxesDetail/Amt124
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/Amt3745
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt1ROYALTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2STATE BUSINESS TAX
TaxesSchedule/TaxesDetail/CategoryTxt3EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0118
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt124
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt210
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0C DEAN RASMUSSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08055812275
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RASMUSSEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RASM
ReturnHeader/Filer/EIN0770166925
ReturnHeader/Filer/PhoneNum08055812275
ReturnHeader/Filer/USAddress/AddressLine1Txt02320 SHASTA WAY NO F
ReturnHeader/Filer/USAddress/CityNm0SIMI VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0930651801
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930623286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALDRICH CPAS AND ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07676 HAZARD CENTER DRIVE STE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06198104940
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC KRYSTAD
ReturnHeader/ReturnTs02021-10-25T15:34:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DEAN RASMUSSEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,354,941
Liabilities
$0
Net assets
$2,354,941
Revenue
$104,441
Expenses
$14,705
Net income
$89,736
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.83$0.20$0.63
2023Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.21$0.11$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.15$0.25$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.13$0.13$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.10$0.01$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.09$0.04$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.11$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.29$0.40$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.47$0.21$0.26
2015Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.36$0.18$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.31$0.10$0.20
2013Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.29$0.41$0.12
2012Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.10
2011Summary only. Only limited summary data is available for this year.$1.21$0.00$0.08$0.13$0.05