Civic Intelligence

Data for Betterment Foundation

990PF • Fiscal year 2021 • EIN 81-0895589

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 02, 2021

Organization Profile
45 Sowell StreetMount Pleasant, SC 29464

(617) 872-8631

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

98th percentile

450%

Faster asset growth than 98% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

1213%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$382,016

Up $312,506 (+450%) from 2020

Net Assets

Up

$382,016

Up $312,506 (+450%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin98th percentile

Revenue

Up

$315,136

Up $291,136 (+1213%) from 2020

Expenses

Down

$2,630

Down $2,356 (-47%) from 2020

Net Income

Up

$312,506

Up $293,492 (+1544%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$1.0M$500K$0Assets 2019: $50,496Liabilities 2019: $0Net Assets 2019: $50,4962019Assets 2020: $69,510Liabilities 2020: $0Net Assets 2020: $69,5102020Assets 2021: $382,016Liabilities 2021: $0Net Assets 2021: $382,0162021Assets 2022: $555,707Liabilities 2022: $0Net Assets 2022: $555,7072022Assets 2023: $579,952Liabilities 2023: $0Net Assets 2023: $579,9522023Assets 2024: $692,899Liabilities 2024: $0Net Assets 2024: $692,8992024Assets 2025: $912,375Liabilities 2025: $0Net Assets 2025: $912,3752025

Highlighted filing

2021

Assets$382,016
Liabilities$0
Net Assets$382,016
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

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

$400K$300K$200K$100K$0Revenue 2019: $13,000Expenses 2019: $1,918Net Income 2019: $11,0822019Revenue 2020: $24,000Expenses 2020: $4,986Net Income 2020: $19,0142020Revenue 2021: $315,136Expenses 2021: $2,630Net Income 2021: $312,5062021Revenue 2022: $191,004Expenses 2022: $17,311Net Income 2022: $173,6932022Revenue 2023: $32,565Expenses 2023: $8,320Net Income 2023: $24,2452023Revenue 2024: $115,583Expenses 2024: $2,628Net Income 2024: $112,9552024Revenue 2025: $256,830Expenses 2025: $38,425Net Income 2025: $218,4052025

Highlighted filing

2021

Revenue$315,136
Expenses$2,630
Net Income$312,506
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 2, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIBEL LOPEZTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Data for Betterment Foundation
EIN
81-0895589
Phone
6178728631
Address
45 SOWELL STREET, MOUNT PLEASANT, SC 29464

Signing Officer

Name
Maribel Lopez
Title
Trustee
Phone
6178728631
Signed
2021-11-02

Preparer

Firm
Allied Tax Planners
Address
7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer
Bradley L Haupt Ea
Phone
5108862937
Raw XML Appendix273 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01595
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02018-11-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12020-03-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22020-06-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32021-01-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42020-12-30
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52020-12-29
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5S/L
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt0370
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1272
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2206
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt3218
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt4450
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt5260
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt018
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt145
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt226
DepreciationSchedule/DepreciationPropertyGrp/LifeRt05.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt15.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt25.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt35.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt45.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt55.0000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0370
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1272
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2206
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0ZOOM RECORDER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2GREEN SCREEN FOR VIDEO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3WIRELESS LAVALIER MICROPHONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4FUJITSU SCANSNAP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5MINI REFRIGERATOR
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0136
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0136
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0136
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01595
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0136
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0315000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt089
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0312506
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0136
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0136
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0136
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0136
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0825
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0825
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0136
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0921
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02630
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0136
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0315136
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0825
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02534
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0312506
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0382016
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt069510
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0382016
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RulingLetterDt02016-04-14
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02
IRS990PF/FMVAssetsEOYAmt0382016
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt069510
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0381177
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0381177
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0937
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01776
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0839
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0839
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt069510
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0382016
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt069510
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0382016
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0382016
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt069510
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0382016
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt069510
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0382016
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0285413
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0285413
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04281
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014057
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0281132
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0285413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARIBEL LOPEZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt045 SOWELL ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MOUNT PLEASANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd029464
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt0136
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt0136
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt0116
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt0116
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02015-12-22
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0921
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt06178
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt02912
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt01908
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt0437
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0921
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt06178
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt02912
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt01908
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt0437
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt09371
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt013855
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt01687
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt01518
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt01279
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0921
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0921
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0921
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARIBEL LOPEZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt045 SOWELL ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MOUNT PLEASANT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0SC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd029464
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06178728631
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.DATAFORBETTERMENT.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MARIBEL WROTE SEVERAL SPEECHES AND CREATED MANY POWERPOINT PRESENTATIONS FOR ONLINE EVENTS. SHE SPOKE AT THE HITACHI DIGITAL SOCIAL INNOVATON SUMMIT. THE MAIN PROJECT FOR 23021 WAS THE LAUCH OF THE REIMAGINE HYBRID WORK PODCAST TO EDUCATE BUSINESS LEADERS ON THE TECHNOLOGY CHANGES FOR FUTURE OF WORK. A MAJORITY OF THE TIME SPENT ON FOUNDATION INCLUDES RESEARCHING TOPICS FOR THE PODCAST, RECRUITING GUESTS, RECORDING THE INTERVIEWS AND WORKING ON THE PRODUCTION AND DISTRIBUTION OF THE PODCAST. THE PODCAST IS HOSTED AT HTTPS//APP.RESONATERECORDINGS.COM/HOSTING/REIMAGINE- HYBRID-WORK AND AVAILABLE ON ALL MAJOR PLATFORMS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0921
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ENVIRONMENTAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE LONG NOW FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02 MARINA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0FORT MASON BLG A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094123
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt096
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/QualifyingDistributionsAmt0921
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0921
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0921
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0DETSU AEGIS NETWORK-MKTG INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARIBEL LOPEZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt057 GREENS FARM ROAD 1ST FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt145 SOWELL STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WEST PORT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MOUNT PLEASANT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1SC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd006880
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd129464
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1300000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0937
LandEtcSchedule2/LandEtcGrp/BookValueAmt0839
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01776
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0839
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOOKS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3WEBSITE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt068
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1399
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2358
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt068
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1399
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2358
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIBEL LOPEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06178728631
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DATA FOR BETTERMENT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DATA
ReturnHeader/Filer/EIN0810895589
ReturnHeader/Filer/PhoneNum06178728631
ReturnHeader/Filer/USAddress/AddressLine1Txt045 SOWELL STREET
ReturnHeader/Filer/USAddress/CityNm0MOUNT PLEASANT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029464
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823783607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLIED TAX PLANNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07300 JOHNSTON ROAD SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588
ReturnHeader/PreparerPersonGrp/PhoneNum05108862937
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-12T16:46:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIBEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOPEZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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
$382,016
Liabilities
$0
Net assets
$382,016
Revenue
$315,136
Expenses
$2,630
Net income
$312,506
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$2.57$0.38$2.18
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.93$0.00$6.93$1.16$0.03$1.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.80$0.00$5.80$0.33$0.08$0.24
2022Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$1.91$0.17$1.74
2021Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$3.15$0.03$3.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.24$0.05$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.13$0.02$0.11