Civic Intelligence

Busch Family Foundation

990PF • Fiscal year 2021 • EIN 77-0356496

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 10, 2021

Organization Profile
PO Box 221818Carmel, CA 93922

(831) 915-7289

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

58th percentile

19%

Higher net margin than 58% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

32nd percentile

1.3%

Faster asset growth than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-19%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,540,628

Up $19,051 (+1.3%) from 2020

Net Assets

Up

$1,540,628

Up $19,051 (+1.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin58th percentile

Revenue

Down

$117,177

Down $27,865 (-19%) from 2020

Expenses

Down

$94,537

Down $17,344 (-16%) from 2020

Net Income

Down

$22,640

Down $10,521 (-32%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $167,450Liabilities 2011: $0Net Assets 2011: $167,4502011Assets 2012: $160,655Liabilities 2012: $0Net Assets 2012: $160,6552012Assets 2013: $1,422,115Liabilities 2013: $0Net Assets 2013: $1,422,1152013Assets 2014: $1,496,443Liabilities 2014: $0Net Assets 2014: $1,496,4432014Assets 2015: $1,632,515Liabilities 2015: $0Net Assets 2015: $1,632,5152015Assets 2016: $1,678,162Liabilities 2016: $0Net Assets 2016: $1,678,1622016Assets 2017: $1,303,402Liabilities 2017: $0Net Assets 2017: $1,303,4022017Assets 2018: $1,454,710Liabilities 2018: $0Net Assets 2018: $1,454,7102018Assets 2019: $1,489,940Liabilities 2019: $0Net Assets 2019: $1,489,9402019Assets 2020: $1,521,577Liabilities 2020: $0Net Assets 2020: $1,521,5772020Assets 2021: $1,540,628Liabilities 2021: $0Net Assets 2021: $1,540,6282021Assets 2022: $1,532,278Liabilities 2022: $0Net Assets 2022: $1,532,2782022Assets 2023: $1,490,178Liabilities 2023: $0Net Assets 2023: $1,490,1782023Assets 2024: $1,485,448Liabilities 2024: $0Net Assets 2024: $1,485,4482024Assets 2025: $1,501,449Liabilities 2025: $0Net Assets 2025: $1,501,4492025

Highlighted filing

2021

Assets$1,540,628
Liabilities$0
Net Assets$1,540,628
Open 2021 Filing

Operations Trend

Revenue Growth15th percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $28,3752011Expenses 2012: $39,1702012Expenses 2013: $78,3042013Revenue 2014: $366,324Expenses 2014: $291,996Net Income 2014: $74,3282014Revenue 2015: $349,888Expenses 2015: $213,816Net Income 2015: $136,0722015Revenue 2016: $222,733Expenses 2016: $177,086Net Income 2016: $45,6472016Revenue 2017: -$289,493Expenses 2017: $53,292Net Income 2017: -$342,7852017Revenue 2018: $210,183Expenses 2018: $58,875Net Income 2018: $151,3082018Revenue 2019: $83,679Expenses 2019: $47,498Net Income 2019: $36,1812019Revenue 2020: $145,042Expenses 2020: $111,881Net Income 2020: $33,1612020Revenue 2021: $117,177Expenses 2021: $94,537Net Income 2021: $22,6402021Revenue 2022: $90,413Expenses 2022: $97,867Net Income 2022: -$7,4542022Revenue 2023: $69,901Expenses 2023: $109,942Net Income 2023: -$40,0412023Revenue 2024: $97,675Expenses 2024: $102,722Net Income 2024: -$5,0472024Revenue 2025: $115,849Expenses 2025: $99,848Net Income 2025: $16,0012025

Highlighted filing

2021

Revenue$117,177
Expenses$94,537
Net Income$22,640
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 10, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RALPH B BUSCH IIIPresident-$0--
GREGORY J BUSCHVice President-$0--
FRANK B BUSCHVice President-$0--
PETER S BUSCHCFO-$0--
ELLYN D BUSCH ESSIGSecretary-$0--
JEFFREY D BUSCHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Busch Family Foundation
EIN
77-0356496
Phone
8319157289
Address
PO BOX 221818, CARMEL, CA 93922

Signing Officer

Name
Ralph B Busch Iii
Title
President
Signed
2021-12-10
Discuss with paid preparer
Yes

Preparer

Firm
HAYASHI WAYLAND Accounting & Consulting
Address
26515 Carmel Rancho Blvd STE 100, Carmel, CA 93923
Preparer
Robert Lee CPA
Phone
8316245333
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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/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MICHAEL GREEN & ASSOCIATES
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd093922
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO RESTRICTIONS OR LIMITATIONS ON AWARDS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO DEADLINE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RALPH B BUSCH III
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt411400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt511400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To Further exempt purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To Further exempt purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To Further exempt purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4To Further exempt purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5To Further exempt purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY MEMORIAL HEALTH SYSTEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0PALMA HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1LIVINGSTON MEMORIAL VNA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2YOUTH NOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3DOS PUEBLOS HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ST MARY'S CATHOLIC SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5MUSEUM OF VENTURA COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0919 IVERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11996 EASTMAN AVENUE SUITE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2124 E LAKE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32674 EAST MAIN STREET STE E 210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt47266 ALAMEDA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5307 St Marys Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6100 E Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SALINAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1VENTURA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WATSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3VENTURA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GOLETA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Lake Leelanau
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Ventura
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295076
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd549653
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd693001
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt072800
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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/AppliedToCurrentYearAmt011292
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt069310
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086261
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080602
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt074969
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt069310
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0255
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ORGANIZATIONAL COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0255
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0255
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03589
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Cost adjustment to equities
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0479
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013103
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013103
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1479

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,540,628
Liabilities
$0
Net assets
$1,540,628
Revenue
$117,177
Expenses
$94,537
Net income
$22,640
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.12$0.10$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.10$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.07$0.11$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.09$0.10$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.12$0.09$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.15$0.11$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.08$0.05$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.21$0.06$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.29$0.05$0.34
2016Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.22$0.18$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.35$0.21$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.37$0.29$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.08
2012Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.03