Civic Intelligence

The Brownstone Foundation

990PF • Fiscal year 2017 • EIN 77-0535253

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 28, 2018

Organization Profile
124 Moore Creek RoadSanta Cruz, CA 95060

(408) 369-7555

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

9th percentile

-43%

Higher net margin than 9% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

64th percentile

7.5%

Faster asset growth than 64% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1942%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$888,224

Up $62,046 (+7.5%) from 2016

Net Assets

Up

$888,224

Up $62,046 (+7.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin9th percentile

Revenue

Up

$29,686

Up $28,232 (+1942%) from 2016

Expenses

Down

$42,554

Down $30,195 (-42%) from 2016

Net Income

Up

-$12,868

Up $58,427 (+82%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$1.0M$500K$0Assets 2011: $823,207Liabilities 2011: $02011Assets 2012: $830,580Liabilities 2012: $02012Assets 2013: $823,613Liabilities 2013: $02013Assets 2014: $869,512Liabilities 2014: $12014Assets 2015: $845,340Liabilities 2015: $02015Assets 2016: $826,178Liabilities 2016: $0Net Assets 2016: $826,1782016Assets 2017: $888,224Liabilities 2017: $0Net Assets 2017: $888,2242017Assets 2018: $791,560Liabilities 2018: $0Net Assets 2018: $791,5602018Assets 2019: $883,637Liabilities 2019: $0Net Assets 2019: $883,6372019Assets 2020: $907,925Liabilities 2020: $12020Assets 2021: $984,775Liabilities 2021: $0Net Assets 2021: $984,7752021Assets 2022: $889,618Liabilities 2022: $0Net Assets 2022: $889,6182022Assets 2023: $913,135Liabilities 2023: $12023Assets 2024: $900,118Liabilities 2024: $0Net Assets 2024: $900,1182024

Highlighted filing

2017

Assets$888,224
Liabilities$0
Net Assets$888,224
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $77,787Expenses 2011: $27,728Net Income 2011: $50,0592011Revenue 2012: $43,823Expenses 2012: $36,450Net Income 2012: $7,3732012Revenue 2013: $37,754Expenses 2013: $44,721Net Income 2013: -$6,9672013Revenue 2014: $90,603Expenses 2014: $44,705Net Income 2014: $45,8982014Revenue 2015: $38,786Expenses 2015: $62,957Net Income 2015: -$24,1712015Revenue 2016: $1,454Expenses 2016: $72,749Net Income 2016: -$71,2952016Revenue 2017: $29,686Expenses 2017: $42,554Net Income 2017: -$12,8682017Revenue 2018: $14,221Expenses 2018: $54,916Net Income 2018: -$40,6952018Revenue 2019: $32,735Expenses 2019: $44,184Net Income 2019: -$11,4492019Revenue 2020: $31,829Expenses 2020: $83,924Net Income 2020: -$52,0952020Revenue 2021: $72,710Expenses 2021: $52,252Net Income 2021: $20,4582021Revenue 2022: $55,378Expenses 2022: $99,072Net Income 2022: -$43,6942022Revenue 2023: $17,420Expenses 2023: $49,768Net Income 2023: -$32,3482023Revenue 2024: $42,187Expenses 2024: $47,818Net Income 2024: -$5,6312024

Highlighted filing

2017

Revenue$29,686
Expenses$42,554
Net Income-$12,868
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 28, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN WHITINGCEO-$0--
RANDALL WHITINGCFO-$0--
PATRICE WILLIAMSSecretary-$0--
DR JAMES GUETZKOWVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Brownstone Foundation
EIN
77-0535253
Phone
4083697555
Address
124 MOORE CREEK ROAD, SANTA CRUZ, CA 95060

Signing Officer

Name
Randall Whiting
Title
CFO
Phone
4083697555
Signed
2018-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Seghetti Waxler Castillo & Gonzalez
Address
2425 PORTER STREET 12, SOQUEL, CA 95073
Preparer
Cristian Gonzalez
Phone
8314257676
Raw XML Appendix344 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/PersonNm3DR JAMES GUETZKOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PREVENTS AND ALLEVIATES HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS AND THE GENEROSITY OF DONORS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT THE COMMUNITY BY SERVING YOUTH AND FAMILIES THROUGH COUNSELING, HOUSING, EDUCATION AND ADVOCACY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROVIDE TRANSITIONAL EMPLOYMENT AND TRAINING OF HOMELESS PEOPLE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROVIDE OPPORTUNITIES TO ENJOY AND APPRECIATE JAZZ MUSIC THROUGH LIVE PERFORMANCE AND EDUCATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROVIDE EDUCATION AND HELP RAISE AWARENESS TO HELP PREVENT HEART DISEASE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BILL WILSON CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HOMELESS GARDEN PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3KUUMBWA JAZZ SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NO MORE BROKEN HEARTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13490 THE ALAMEDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt230 WEST CLIFF DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3320-2 CEDAR STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42878 BENJAMIN AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SANTA CRUZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN JOSE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt022297
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042365
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036040
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022297
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt114
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt1285
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OtherIncreasesSchedule/OtherIncreasesDetail/Desc1RETURN OF CAPITAL DISTRIBUTIONS
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RANDALL WHITING
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BROWNSTONE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BROW
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ReturnHeader/Filer/PhoneNum04083697555
ReturnHeader/Filer/USAddress/AddressLine1Txt0124 MOORE CREEK ROAD
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095060
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D0FA567B5D22C54082923564846D99C53573573C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.74.72.17
ReturnHeader/FilingSecurityInformation/IPDt02018-09-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:58:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472635420
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEGHETTI WAXLER CASTILLO & GONZALEZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02425 PORTER STREET 12
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOQUEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095073
ReturnHeader/PreparerPersonGrp/PhoneNum08314257676
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRISTIAN GONZALEZ
ReturnHeader/ReturnTs02018-10-05T11:25:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$888,224
Liabilities
$0
Net assets
$888,224
Revenue
$29,686
Expenses
$42,554
Net income
-$12,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$0.42$0.48$0.06
2023Summary only. Only limited summary data is available for this year.$9.13$0.00$0.17$0.50$0.32
2022Detailed filing. Detailed filing data is available for this year.$8.90$0.00$8.90$0.55$0.99$0.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.85$0.00$9.85$0.73$0.52$0.20
2020Summary only. Only limited summary data is available for this year.$9.08$0.00$0.32$0.84$0.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.84$0.00$8.84$0.33$0.44$0.11
2018Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.14$0.55$0.41
2017Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$0.30$0.43$0.13
2016Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.01$0.73$0.71
2015Summary only. Only limited summary data is available for this year.$8.45$0.00$0.39$0.63$0.24
2014Summary only. Only limited summary data is available for this year.$8.70$0.00$0.91$0.45$0.46
2013Summary only. Only limited summary data is available for this year.$8.24$0.00$0.38$0.45$0.07
2012Summary only. Only limited summary data is available for this year.$8.31$0.00$0.44$0.36$0.07
2011Summary only. Only limited summary data is available for this year.$8.23$0.00$0.78$0.28$0.50