Civic Intelligence

The Emond-Soderling Family Foundation

990PF • Fiscal year 2023 • EIN 81-4732647

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization Profile
901 Dove Street Ste 270Newport Beach, CA 92660

(949) 756-3200

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

97th percentile

98%

Higher net margin than 97% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

100th percentile

26348%

Faster asset growth than 100% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

2160%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,879,634

Up $3,864,965 (+26348%) from 2022

Net Assets

Up

$3,879,634

Up $3,864,965 (+26348%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin97th percentile

Revenue

Up

$3,955,152

Up $3,780,152 (+2160%) from 2022

Expenses

Down

$90,187

Down $97,644 (-52%) from 2022

Net Income

Up

$3,864,965

Up $3,877,796 (+30222%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $31,689Liabilities 2017: $0Net Assets 2017: $31,6892017Assets 2018: $43,792Liabilities 2018: $0Net Assets 2018: $43,7922018Assets 2019: $28,527Liabilities 2019: $0Net Assets 2019: $28,5272019Assets 2020: $33,361Liabilities 2020: $0Net Assets 2020: $33,3612020Assets 2021: $27,500Liabilities 2021: $0Net Assets 2021: $27,5002021Assets 2022: $14,669Liabilities 2022: $0Net Assets 2022: $14,6692022Assets 2023: $3,879,634Liabilities 2023: $0Net Assets 2023: $3,879,6342023Assets 2024: $3,963,713Liabilities 2024: $1,500,000Net Assets 2024: $2,463,7132024

Highlighted filing

2023

Assets$3,879,634
Liabilities$0
Net Assets$3,879,634
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $0Expenses 2017: $18,311Net Income 2017: -$18,3112017Revenue 2018: $25,000Expenses 2018: $12,897Net Income 2018: $12,1032018Revenue 2019: $0Expenses 2019: $15,265Net Income 2019: -$15,2652019Revenue 2020: $50,000Expenses 2020: $45,166Net Income 2020: $4,8342020Revenue 2021: $0Expenses 2021: $5,861Net Income 2021: -$5,8612021Revenue 2022: $175,000Expenses 2022: $187,831Net Income 2022: -$12,8312022Revenue 2023: $3,955,152Expenses 2023: $90,187Net Income 2023: $3,864,9652023Revenue 2024: $156,395Expenses 2024: $72,316Net Income 2024: $84,0792024

Highlighted filing

2023

Revenue$3,955,152
Expenses$90,187
Net Income$3,864,965
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN GEERDirector-$0--
JAMES K BIRAMTax Officer-$0--
TARI L SODERLINGDirector-$0--
KURT E SODERLINGDirector-$0--
ERIC M SODERLINGDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Emond-Soderling Family Foundation
EIN
81-4732647
Phone
9497563200
Address
901 Dove Street Ste 270, Newport Beach, CA 92660

Signing Officer

Name
James K Biram
Title
Tax Officer
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Covert & Company
Address
25201 Paseo de Alicia Ste 230, Laguna Hills, CA 92653
Preparer
Lois Weidner Williams CPA
Phone
9496958575
Raw XML Appendix243 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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TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/CategoryTxt0Department of Justice 2018
TaxesSchedule/TaxesDetail/CategoryTxt1Department of Justice 2022
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
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ReturnHeader/Filer/BusinessNameControlTxt0EMON
ReturnHeader/Filer/EIN0814732647
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ReturnHeader/Filer/USAddress/CityNm0Newport Beach
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025201 Paseo de Alicia Ste 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092653
ReturnHeader/PreparerPersonGrp/PhoneNum09496958575
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lois Weidner Williams CPA
ReturnHeader/ReturnTs02024-11-14T09:19:43-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

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

Open filing
Assets
$3,879,634
Liabilities
$0
Net assets
$3,879,634
Revenue
$3,955,152
Expenses
$90,187
Net income
$3,864,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.96$1.50$2.46$0.16$0.07$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$3.96$0.09$3.86
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.18$0.19$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.05$0.05$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.03$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.02$0.02