Civic Intelligence

Jon and Katherine Dart

EIN 77-0536934 • San Jose, CA

1125 El Abra WaySan Jose, CA 95125
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

46th percentile

0.00x

Higher debt load relative to assets than 46% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.04x

Higher debt load relative to revenue than 66% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Net Margin

3rd percentile

-198%

Higher net margin than 3% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

26th percentile

-4.7%

Faster asset growth than 26% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-63%

Faster revenue growth than 4% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$926,196

Down $45,561 (-4.7%) from 2023

Liabilities

Up

$1,000

Up $1,000 from 2023

Net Assets

Down

$925,196

Down $46,561 (-4.8%) from 2023

Revenue

Down

$23,492

Down $39,941 (-63%) from 2023

Expenses

Down

$70,053

Down $16,619 (-19%) from 2023

Net Income

Down

-$46,561

Down $23,322 (-100%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $851,037Liabilities 2011: $02011Assets 2012: $858,154Liabilities 2012: $02012Assets 2013: $874,145Liabilities 2013: $0Net Assets 2013: $874,1452013Assets 2014: $888,118Liabilities 2014: $0Net Assets 2014: $888,1182014Assets 2015: $881,370Liabilities 2015: $0Net Assets 2015: $881,3702015Assets 2016: $885,738Liabilities 2016: $0Net Assets 2016: $885,7382016Assets 2017: $873,946Liabilities 2017: $0Net Assets 2017: $873,9462017Assets 2018: $902,497Liabilities 2018: $0Net Assets 2018: $902,4972018Assets 2019: $866,504Liabilities 2019: $0Net Assets 2019: $866,5042019Assets 2020: $898,443Liabilities 2020: $0Net Assets 2020: $898,4432020Assets 2021: $979,297Liabilities 2021: $4,500Net Assets 2021: $974,7972021Assets 2022: $994,996Liabilities 2022: $0Net Assets 2022: $994,9962022Assets 2023: $971,757Liabilities 2023: $0Net Assets 2023: $971,7572023Assets 2024: $926,196Liabilities 2024: $1,000Net Assets 2024: $925,1962024

Highlighted filing

2024

Assets$926,196
Liabilities$1,000
Net Assets$925,196

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $102,837Expenses 2011: $65,253Net Income 2011: $37,5842011Revenue 2012: $69,436Expenses 2012: $62,319Net Income 2012: $7,1172012Revenue 2013: $76,396Expenses 2013: $60,405Net Income 2013: $15,9912013Revenue 2014: $78,596Expenses 2014: $64,623Net Income 2014: $13,9732014Revenue 2015: $65,733Expenses 2015: $72,481Net Income 2015: -$6,7482015Revenue 2016: $72,458Expenses 2016: $68,090Net Income 2016: $4,3682016Revenue 2017: $50,913Expenses 2017: $62,705Net Income 2017: -$11,7922017Revenue 2018: $95,110Expenses 2018: $66,559Net Income 2018: $28,5512018Revenue 2019: $35,110Expenses 2019: $71,103Net Income 2019: -$35,9932019Revenue 2020: $99,709Expenses 2020: $67,770Net Income 2020: $31,9392020Revenue 2021: $152,190Expenses 2021: $75,836Net Income 2021: $76,3542021Revenue 2022: $89,580Expenses 2022: $69,381Net Income 2022: $20,1992022Revenue 2023: $63,433Expenses 2023: $86,672Net Income 2023: -$23,2392023Revenue 2024: $23,492Expenses 2024: $70,053Net Income 2024: -$46,5612024

Highlighted filing

2024

Revenue$23,492
Expenses$70,053
Net Income-$46,561

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.26$0.01$9.25$0.23$0.70$0.47
2023Detailed filing. Detailed filing data is available for this year.$9.72$0.00$9.72$0.63$0.87$0.23
2022Detailed filing. Detailed filing data is available for this year.$9.95$0.00$9.95$0.90$0.69$0.20
2021Detailed filing. Detailed filing data is available for this year.$9.79$0.05$9.75$1.52$0.76$0.76
2020Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$1.00$0.68$0.32
2019Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$0.35$0.71$0.36
2018Detailed filing. Detailed filing data is available for this year.$9.02$0.00$9.02$0.95$0.67$0.29
2017Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$0.51$0.63$0.12
2016Detailed filing. Detailed filing data is available for this year.$8.86$0.00$8.86$0.72$0.68$0.04
2015Detailed filing. Detailed filing data is available for this year.$8.81$0.00$8.81$0.66$0.72$0.07
2014Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$0.79$0.65$0.14
2013Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$0.76$0.60$0.16
2012Summary only. Only limited summary data is available for this year.$8.58$0.00$0.69$0.62$0.07
2011Summary only. Only limited summary data is available for this year.$8.51$0.00$1.03$0.65$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON DARTPresident, Director-$0--
KATHERINE DARTSecretary, Treasurer, Dire-$0--
Filing and Contact Details

Filer

Filer Name
Jon and Katherine Dart
EIN
77-0536934
Phone
4082751757
Address
1125 EL ABRA WAY, SAN JOSE, CA 95125

Signing Officer

Name
Jon Dart
Title
President
Phone
4082751757
Signed
2025-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Morgan Lev Financial Corp
Address
1625 THE ALAMEDA STE 206, SAN JOSE, CA 95126
Preparer
Paul a Podrid
Phone
4085545875
Raw XML Appendix354 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2EQUITY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3OTHER INVESTMENTS (ETFS)
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JON DART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATHERINE DART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, DIRECTOR
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IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt059450
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01125 EL ABRA WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN JOSE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095125
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JON DART
IRS990PF/StatementsRegardingActyGrp/PhoneNum04082751757
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SINCE THIS IS A NON-OPERATING FOUNDATION, IT DOES NOT ENGAGE IN ANY ACTIVITIES THAT ARE DIRECTLY RELATED TO THE ACCOMPLISHMENT OF ITS EXEMPT PURPOSES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JON DART
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1KATHERINE DART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CERITY PARTNERS FOUNDATION FBO JON & KATHERINE DART DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0FDN AND RECIPIENT HAVE SAME DONORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05 HAMILTON LANDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NOVATO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094949
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt059450
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt066274
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06824
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011120
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06824
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04296
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt059450
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04296
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011120
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05475
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06475
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0940
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1446
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FEDERAL TAX PREPAYMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0946
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1465
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0946
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1465
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0UNCASHED CHECK
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08534
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVIORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08534
TaxesSchedule/TaxesDetail/Amt0734
TaxesSchedule/TaxesDetail/Amt1335
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0734
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JON DART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04082751757
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JON AND KATHERINE DART
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JONA
ReturnHeader/Filer/EIN0770536934
ReturnHeader/Filer/PhoneNum04082751757
ReturnHeader/Filer/USAddress/AddressLine1Txt01125 EL ABRA WAY
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095125
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770420321
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MORGAN LEV FINANCIAL CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01625 THE ALAMEDA STE 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095126
ReturnHeader/PreparerPersonGrp/PhoneNum04085545875
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL A PODRID
ReturnHeader/ReturnTs02025-05-05T16:01:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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