Civic Intelligence

Data for Betterment Foundation

990PF • Fiscal year 2022 • EIN 81-0895589

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 02, 2022

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

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

96th percentile

91%

Higher net margin than 96% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

89th percentile

45%

Faster asset growth than 89% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

15th percentile

-39%

Faster revenue growth than 15% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$555,707

Up $173,691 (+45%) from 2021

Net Assets

Up

$555,707

Up $173,691 (+45%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin96th percentile

Revenue

Down

$191,004

Down $124,132 (-39%) from 2021

Expenses

Up

$17,311

Up $14,681 (+558%) from 2021

Net Income

Down

$173,693

Down $138,813 (-44%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2022

Assets$555,707
Liabilities$0
Net Assets$555,707
Open 2022 Filing

Operations Trend

Revenue Growth15th 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

2022

Revenue$191,004
Expenses$17,311
Net Income$173,693
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 2, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay57th percentile

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
2022-11-02

Preparer

Firm
Allied Tax Planners
Address
7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer
Bradley L Haupt Ea
Phone
5108862937
Raw XML Appendix296 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07562
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARIBEL LOPEZ
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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
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARIBEL LOPEZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06178728631
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
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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.
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt13001 BISHOP DRIVE SUITE 350
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0150004
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt110000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt27000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt314000
IRS990ScheduleB/GeneralRuleInd0X
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LandEtcSchedule2/LandEtcGrp/BookValueAmt0653
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt05372
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0127
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0127
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOOKS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PODCAST PRODUCTION COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4WEBSITE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6SOFTWARE SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7CONTINUING EDUCATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01194
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt18771
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2593
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3416
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4393
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01194
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18771
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2593
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3416
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt435
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5393
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6200
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0REGISTRY OF CHARITABLE TRRUSTS
TaxesSchedule/TaxesDetail/CategoryTxt1SECT. OF STATE
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIBEL LOPEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06178728631
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-02
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/PreparationDt02022-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-08T18:11:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIBEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOPEZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$555,707
Liabilities
$0
Net assets
$555,707
Revenue
$191,004
Expenses
$17,311
Net income
$173,693
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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