Civic Intelligence

Data for Betterment Foundation

990PF • Fiscal year 2023 • EIN 81-0895589

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 22, 2023

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.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

94th percentile

74%

Higher net margin than 94% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

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.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

57th percentile

4.4%

Faster asset growth than 57% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-83%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$579,952

Up $24,245 (+4.4%) from 2022

Net Assets

Up

$579,952

Up $24,245 (+4.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin94th percentile

Revenue

Down

$32,565

Down $158,439 (-83%) from 2022

Expenses

Down

$8,320

Down $8,991 (-52%) from 2022

Net Income

Down

$24,245

Down $149,448 (-86%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2023

Assets$579,952
Liabilities$0
Net Assets$579,952
Open 2023 Filing

Operations Trend

Revenue Growth2nd 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

2023

Revenue$32,565
Expenses$8,320
Net Income$24,245
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 22, 2023
Return Version
2022v5.0
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
2023-11-22

Preparer

Firm
Allied Tax Planners
Address
7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer
Bradley L Haupt Ea
Phone
5108862937
Raw XML Appendix281 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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DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42020-12-30
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt050
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt08
IRS990PF/FMVAssetsEOYAmt0579484
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0555054
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03885
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03885
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt04904
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0428155
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0428155
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06422
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt021087
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0421733
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARIBEL LOPEZ
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd029464
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06178728631
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION CREATES WEB ACCESSIBLE CONTENT TO HELP COMPANIES AND INDIVIDUALS UNDERSTAND HOW THE TECHNOLOGY WILL CHANGE THE WORKPLACE AND INDIVIDUAL CAREERS. WE DO THIS THROUGH TWO PODCASTS REIMAGINE HYBRID WORK AND AI WITH MZARIBEL LOPEZ AS WELL AS VARIOUS ONLINE SPEAKING EVVENTS. PART OF MARIBEL'S FOUNDATION EFFORTS INCLUDE THE RECRUITMENT AND INTERVIEWING OF GUESTS. MARIBEL ALSO CREATED SEVERAL FUTURE OF WORK SPEECHES AND SPOKE AT EDUCATIONAL EVENTS DURING THE YEAR INCLUDING THE TALEND DATA SUMMIT, SMALL BUSINESS WEEK, THE CLOUDERA NOW DATA EVENT AND CISCO'S WEBEX ONE EVENT.
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1800 BRIDGE PKWY STE 200
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1REDWOOD CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0SC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd029464
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd194065
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt022001
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt110000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt04904
LandEtcSchedule2/LandEtcGrp/BookValueAmt0468
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt05372
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PODCAST HOSTING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PODCAST PRODUCTION COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SOFTWARE SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0216
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14302
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2317
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3151
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt031
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1216
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24302
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3317
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4151
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/CategoryTxt0REGISTRY OF CHARITABLE TRRUSTS
TaxesSchedule/TaxesDetail/CategoryTxt1SO. CAROLINA SECT. OF STATE
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIBEL LOPEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06178728631
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-22
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-11-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-01-29T17:12:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIBEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOPEZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$579,952
Liabilities
$0
Net assets
$579,952
Revenue
$32,565
Expenses
$8,320
Net income
$24,245
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
2023Detailed filing. Detailed filing data is available for this year.$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