Civic Intelligence

Arthur N Rupe Foundation

990PF • Fiscal year 2021 • EIN 77-0278838

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

Organization Profile
3700 State Street 300Santa Barbara, CA 93105-3128

(805) 687-8586

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

92nd percentile

69%

Higher net margin than 92% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

38th percentile

$266,452

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

56th percentile

12%

Faster asset growth than 56% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

170%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$120,150,635

Up $12,475,808 (+12%) from 2020

Net Assets

Up

$120,149,287

Up $12,476,752 (+12%) from 2020

Liabilities

Down

$1,348

Down $944 (-41%) from 2020

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin92nd percentile

Revenue

Up

$18,022,011

Up $11,339,879 (+170%) from 2020

Expenses

Up

$5,541,512

Up $2,528,527 (+84%) from 2020

Net Income

Up

$12,480,499

Up $8,811,352 (+240%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$200M$150M$100M$50M$0Assets 2012: $60,228,523Liabilities 2012: $3,0932012Assets 2013: $62,758,455Liabilities 2013: $4,8512013Assets 2014: $80,465,896Liabilities 2014: $8,0982014Assets 2015: $86,646,700Liabilities 2015: $44,9962015Assets 2016: $93,351,842Liabilities 2016: $56,1042016Assets 2019: $103,996,583Liabilities 2019: $2,7112019Assets 2020: $107,674,827Liabilities 2020: $2,292Net Assets 2020: $107,672,5352020Assets 2021: $120,150,635Liabilities 2021: $1,348Net Assets 2021: $120,149,2872021Assets 2022: $138,663,134Liabilities 2022: $453,565Net Assets 2022: $138,209,5692022Assets 2023: $145,466,154Liabilities 2023: $1,174,798Net Assets 2023: $144,291,3562023Assets 2024: $162,848,511Liabilities 2024: $1,028,252Net Assets 2024: $161,820,2592024

Highlighted filing

2021

Assets$120,150,635
Liabilities$1,348
Net Assets$120,149,287
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

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

$60M$40M$20M$0-$20MRevenue 2012: $4,933,624Expenses 2012: $2,802,376Net Income 2012: $2,131,2482012Revenue 2013: $5,817,354Expenses 2013: $3,289,180Net Income 2013: $2,528,1742013Revenue 2014: $21,202,236Expenses 2014: $3,498,042Net Income 2014: $17,704,1942014Revenue 2015: $10,701,662Expenses 2015: $4,557,756Net Income 2015: $6,143,9062015Revenue 2016: $9,329,556Expenses 2016: $2,635,522Net Income 2016: $6,694,0342016Revenue 2019: $5,875,268Expenses 2019: $4,383,298Net Income 2019: $1,491,9702019Revenue 2020: $6,682,132Expenses 2020: $3,012,985Net Income 2020: $3,669,1472020Revenue 2021: $18,022,011Expenses 2021: $5,541,512Net Income 2021: $12,480,4992021Revenue 2022: $40,186,856Expenses 2022: $6,534,623Net Income 2022: $33,652,2332022Revenue 2023: $9,568,050Expenses 2023: $11,588,663Net Income 2023: -$2,020,6132023Revenue 2024: $24,708,587Expenses 2024: $14,634,403Net Income 2024: $10,074,1842024

Highlighted filing

2021

Revenue$18,022,011
Expenses$5,541,512
Net Income$12,480,499
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK C HENRIEPresidentFT$223,326$43,126$266,452
SUSAN VAN AACKENSecretaryFT$131,928$5,032$136,960
ARTHUR N RUPEChairman Of BoardPT$0--
RICHARD L HUNTCFO And DirectorPT$0--
BEVERLY M RUPEDirector-$0--
KIM DENNISDirector-$0--
JAMES S HUGGINSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Arthur N Rupe Foundation
EIN
77-0278838
Phone
8056878586
Address
3700 STATE STREET 300, SANTA BARBARA, CA 93105-3128

Signing Officer

Name
Mark C Henrie
Title
President
Phone
8056878586
Signed
2022-05-16
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt012330477
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt032285
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt01139036
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0410695
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt014945134
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt014945134
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt016000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt016000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt012330477
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0266957
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt088297
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0355254
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03953810
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03953810
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02400000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt025181
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt064577
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01032641
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01032641
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt012480499
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt01815913
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt01815913
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt064871493
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt032285
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt032285
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt010875
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0389348
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0400223
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt012330477
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt014834644
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt01139036
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt016647
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt016647
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt095163
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt095163
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt013365
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt064904
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt078269
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0410695
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0410695
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt051594
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt051594
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt084618
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt06829
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt091446
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt023287
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0142212
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0367000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04513249
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0787367
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05541512
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt015622011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt018022011
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0559439
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0787367
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01587702
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt049174
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt02355
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt051529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt036910959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115630057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02022397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16976071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23332009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02022397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16976071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23332009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt038933356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122606128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23332009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES-SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES-LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012330477
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt012480499
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03747
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0120153034
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0107672535
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0120149287
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05214169
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05214169
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05214169
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05420371
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0206202
IRS990PF/DistributableAmountGrp/TotalTaxAmt0206202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0576
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0174840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0206202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0206202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0206202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt031938
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0174840
IRS990PF/FMVAssetsEOYAmt0114811701
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02292
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01348
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt061794
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt061176
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt061794
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt061794
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00

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Filings

Displayed year

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

Open filing
Assets
$120,150,635
Liabilities
$1,348
Net assets
$120,149,287
Revenue
$18,022,011
Expenses
$5,541,512
Net income
$12,480,499
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$163$1.03$162$24.7$14.6$10.1
2023Detailed filing. Detailed filing data is available for this year.$145$1.17$144$9.57$11.6$2.02
2022Detailed filing. Detailed filing data is available for this year.$139$0.45$138$40.2$6.53$33.7
2021Detailed filing. Detailed filing data is available for this year.$120$0.00$120$18.0$5.54$12.5
2020Detailed filing. Detailed filing data is available for this year.$108$0.00$108$6.68$3.01$3.67
2019Summary only. Only limited summary data is available for this year.$104$0.00$5.88$4.38$1.49
2016Summary only. Only limited summary data is available for this year.$93.4$0.06$9.33$2.64$6.69
2015Summary only. Only limited summary data is available for this year.$86.6$0.04$10.7$4.56$6.14
2014Summary only. Only limited summary data is available for this year.$80.5$0.01$21.2$3.50$17.7
2013Summary only. Only limited summary data is available for this year.$62.8$0.00$5.82$3.29$2.53
2012Summary only. Only limited summary data is available for this year.$60.2$0.00$4.93$2.80$2.13