Civic Intelligence

Elizabeth Pang Fullerton Foundation

990PF • Fiscal year 2020 • EIN 81-0753533

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
1000 Fourth Street Suite 500San Rafael, CA 94901

(415) 530-3450

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

3rd percentile

-251%

Higher net margin than 3% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

14th percentile

-5.3%

Faster asset growth than 14% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-8.1%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$6,644,228

Down $370,746 (-5.3%) from 2019

Net Assets

Down

$6,644,228

Down $374,505 (-5.3%) from 2019

Liabilities

Up

$0

Up $3,759 (+100%) from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin3rd percentile

Revenue

Down

$151,131

Down $13,285 (-8.1%) from 2019

Expenses

Down

$529,754

Down $258,453 (-33%) from 2019

Net Income

Up

-$378,623

Up $245,168 (+39%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$10M$5.0M$0-$5.0MAssets 2016: $8,302,484Liabilities 2016: $0Net Assets 2016: $8,302,4842016Assets 2017: $7,904,686Liabilities 2017: $0Net Assets 2017: $7,904,6862017Assets 2018: $7,642,524Liabilities 2018: $0Net Assets 2018: $7,642,5242018Assets 2019: $7,014,974Liabilities 2019: -$3,759Net Assets 2019: $7,018,7332019Assets 2020: $6,644,228Liabilities 2020: $0Net Assets 2020: $6,644,2282020Assets 2021: $7,337,073Liabilities 2021: $0Net Assets 2021: $7,337,0732021Assets 2022: $6,401,044Liabilities 2022: $218,142Net Assets 2022: $6,182,9022022Assets 2023: $5,524,172Liabilities 2023: $251,871Net Assets 2023: $5,272,3012023Assets 2024: $5,361,919Liabilities 2024: $368,602Net Assets 2024: $4,993,3172024

Highlighted filing

2020

Assets$6,644,228
Liabilities$0
Net Assets$6,644,228
Open 2020 Filing

Operations Trend

Revenue Growth35th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2016: $63Expenses 2016: $305,092Net Income 2016: -$305,0292016Revenue 2017: $48,120Expenses 2017: $445,918Net Income 2017: -$397,7982017Revenue 2018: $111,824Expenses 2018: $373,986Net Income 2018: -$262,1622018Revenue 2019: $164,416Expenses 2019: $788,207Net Income 2019: -$623,7912019Revenue 2020: $151,131Expenses 2020: $529,754Net Income 2020: -$378,6232020Revenue 2021: $1,556,157Expenses 2021: $863,312Net Income 2021: $692,8452021Revenue 2022: -$44,735Expenses 2022: $949,893Net Income 2022: -$994,6282022Revenue 2023: -$218,895Expenses 2023: $691,706Net Income 2023: -$910,6012023Revenue 2024: $197,225Expenses 2024: $476,209Net Income 2024: -$278,9842024

Highlighted filing

2020

Revenue$151,131
Expenses$529,754
Net Income-$378,623
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH PANG FULLERTONFoundation ManagerPT$0--
PATRICK J CARLIN JRCFOPT$0--
Filing and Contact Details

Filer

Filer Name
Elizabeth Pang Fullerton Foundation
EIN
81-0753533
Phone
4155303450
Address
1000 FOURTH STREET SUITE 500, SAN RAFAEL, CA 94901

Signing Officer

Name
Elizabeth Pang Fullerton
Title
CFO
Phone
4155303423
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
CARLIN & ASSOCIATES CPA'S
Address
750 BATTERY STREET 6TH FLOOR, SAN FRANCISCO, CA 94111
Preparer
Patrick J Carlin Jr
Phone
4155303450
Raw XML Appendix358 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/CompensationHighestPaidEmplGrp/PersonNm0ELISABETH PANG FULLERTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PATRICK J CARLIN JR
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THESE ACTIVITES SUPPORT FUNDING THE FOUNDATION.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO EDUCATE BOYS GRADES K-8TH.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO HELP PROVIDE FOOD TO THOSE WHO CANNOT SHOP FOR THEMSELVES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT THEIR MISSINON BY PROVIDING GRANTS TO NON-PROFIT GROUPS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO WORK TO REDUCE GLOBAL CONSUMPTION OF WILDLIFE PRODUCTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO HELP SUPPORT UNDERPRIVALEDGED WOMEN IN THEIR SEARCH FOR EMPLOYMENT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CATHEDRAL SCHOOL FOR BOYS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MEALS ON WHEELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE BATTERY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3WILDAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4DRESS FOR SUCCESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01275 SACRAMENTO ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1930 TAMALPAIS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2260 TOWNSEND STREET 7TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3333 PINE ST STE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41557 4TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN RAFAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN RAFAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494901
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0111875
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/AppliedToCurrentYearAmt014387
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0238926
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt044723
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0257991
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0664066
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0122426
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0238926
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt044723
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0257991
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0136813
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0122426
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0664066
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0541640
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIRECT DEPOSIT RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03997
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03997
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1HOA DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REPAIR & MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3LOSS ON SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02356
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt154
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2389
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035345
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1804
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt25831
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt047127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11072
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt27774
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt381514
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04118
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PY ADJUSTMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0245
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1-4004
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1DIRECT DEPOSIT LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt075
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0REORGANIZATION FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt075
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt075
TaxesSchedule/TaxesDetail/Amt010957
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01096
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03287
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH PANG FULLERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum04155303423
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELIZABETH PANG FULLERTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ELIZ
ReturnHeader/Filer/EIN0810753533
ReturnHeader/Filer/PhoneNum04155303450
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 FOURTH STREET SUITE 500
ReturnHeader/Filer/USAddress/CityNm0SAN RAFAEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822251861
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLIN & ASSOCIATES CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 BATTERY STREET 6TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04155303450
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK J CARLIN JR
ReturnHeader/ReturnTs02021-11-15T14:05:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PANG FULLERTON
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
$6,644,228
Liabilities
$0
Net assets
$6,644,228
Revenue
$151,131
Expenses
$529,754
Net income
-$378,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.36$0.37$4.99$0.20$0.48$0.28
2023Detailed filing. Detailed filing data is available for this year.$5.52$0.25$5.27$0.22$0.69$0.91
2022Detailed filing. Detailed filing data is available for this year.$6.40$0.22$6.18$0.04$0.95$0.99
2021Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$1.56$0.86$0.69
2020Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.15$0.53$0.38
2019Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.02$0.16$0.79$0.62
2018Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.11$0.37$0.26
2017Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.05$0.45$0.40
2016Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$0.00$0.31$0.31