Civic Intelligence

Curusis Family Charitable Foundation

990PF • Fiscal year 2017 • EIN 81-1203070

May 01, 2016 to Apr 30, 2017 • Filed on Oct 19, 2017

160 Bovet Road No 220San Mateo, CA 94402

(650) 378-3737

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

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

2017 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.00x

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

2017 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2017

Net Margin

63rd percentile

34%

Higher net margin than 63% of similar nonprofits.

2017 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

94th percentile

$76,942

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2017 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2017

Asset Growth

59th percentile

4.1%

Faster asset growth than 59% of similar nonprofits.

2017 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-88%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$6,558,088

Up $258,088 (+4.1%) from 2016

Net Assets

$6,558,088

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$753,112

Down $5,546,888 (-88%) from 2016

Expenses

Up

$495,286

Up $495,286 from 2016

Net Income

Down

$257,826

Down $6,042,174 (-96%) from 2016

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2016: $6,300,000Liabilities 2016: $02016Assets 2017: $6,558,088Liabilities 2017: $0Net Assets 2017: $6,558,0882017Assets 2018: $6,305,462Liabilities 2018: $0Net Assets 2018: $6,305,4622018Assets 2019: $5,945,845Liabilities 2019: $0Net Assets 2019: $5,945,8452019Assets 2020: $5,483,124Liabilities 2020: $0Net Assets 2020: $5,483,1242020Assets 2021: $5,295,675Liabilities 2021: $0Net Assets 2021: $5,295,6752021Assets 2022: $5,384,086Liabilities 2022: $0Net Assets 2022: $5,384,0862022Assets 2023: $5,457,374Liabilities 2023: $0Net Assets 2023: $5,457,3742023Assets 2024: $5,221,112Liabilities 2024: $0Net Assets 2024: $5,221,1122024Assets 2025: $5,301,612Liabilities 2025: $0Net Assets 2025: $5,301,6122025

Highlighted filing

2017

Assets$6,558,088
Liabilities$0
Net Assets$6,558,088

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2016: $6,300,000Expenses 2016: $0Net Income 2016: $6,300,0002016Revenue 2017: $753,112Expenses 2017: $495,286Net Income 2017: $257,8262017Revenue 2018: $224,102Expenses 2018: $476,728Net Income 2018: -$252,6262018Revenue 2019: $250,056Expenses 2019: $609,673Net Income 2019: -$359,6172019Revenue 2020: $135,499Expenses 2020: $598,220Net Income 2020: -$462,7212020Revenue 2021: $255,353Expenses 2021: $442,802Net Income 2021: -$187,4492021Revenue 2022: $619,624Expenses 2022: $531,213Net Income 2022: $88,4112022Revenue 2023: $563,830Expenses 2023: $490,542Net Income 2023: $73,2882023Revenue 2024: $193,227Expenses 2024: $429,489Net Income 2024: -$236,2622024Revenue 2025: $523,997Expenses 2025: $443,497Net Income 2025: $80,5002025

Highlighted filing

2017

Revenue$753,112
Expenses$495,286
Net Income$257,826
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Oct 19, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOSTON PRIVATE BANKCo-Trustee-$76,942-$76,942
DONNA CURUSISCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Curusis Family Charitable Foundation
EIN
81-1203070
Phone
6503783737
Address
160 BOVET ROAD NO 220, SAN MATEO, CA 94402

Signing Officer

Name
Lynne C Johnston Svp
Title
Co-trustee
Phone
6503783737
Signed
2017-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Dzh Phillips Llp
Address
135 MAIN STREET 9TH FLOOR, SAN FRANCISCO, CA 94105-1815
Preparer
Amy R Allen
Phone
4157812500
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt075693
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0363994
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0131292
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0495286
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0753112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0753112
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt063994
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0131292
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0195286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0548087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16664724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt020404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1625276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt216013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt020404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1625276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt216013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0568491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17290000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt216013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SALE OF HOUSE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0661693
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0257826
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0262
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06558088
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06300000
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06558088
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0333846
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0333846
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0333846
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0340064
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06218
IRS990PF/DistributableAmountGrp/TotalTaxAmt06218
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt08000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01596
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06218
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01596
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06218
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06218
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08000
IRS990PF/FMVAssetsEOYAmt06931927
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06300000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0400450
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0400450
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01952473
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01956392
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04205165
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04575085
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt06300000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06300000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06558088
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06300000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06558088
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06931927
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06300000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06558088
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06300000
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06558088
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06904844
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01415995
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05488849
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0103573
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0340064
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06801271
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06904844
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt176942
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DONNA CURUSIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BOSTON PRIVATE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0SAME AS ORGANIZATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1SAME AS ORGANIZATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN MATEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN MATEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt06218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt06218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06801271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06205500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0363994
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.000000
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0357776
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0363994
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt06218
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0363994
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BOSTON PRIVATE BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00

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