Civic Intelligence

The Emond-Soderling Family Foundation

990PF • Fiscal year 2024 • EIN 81-4732647

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 11, 2025

Organization Profile
901 Dove Street 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

84th percentile

0.38x

Higher debt load relative to assets than 84% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

9.59x

Higher debt load relative to revenue than 99% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

89th percentile

54%

Higher net margin than 89% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

46th percentile

2.2%

Faster asset growth than 46% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$3,963,713

Up $84,079 (+2.2%) from 2023

Net Assets

Down

$2,463,713

Down $1,415,921 (-36%) from 2023

Liabilities

Up

$1,500,000

Up $1,500,000 from 2023

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin89th percentile

Revenue

Down

$156,395

Down $3,798,757 (-96%) from 2023

Expenses

Down

$72,316

Down $17,871 (-20%) from 2023

Net Income

Down

$84,079

Down $3,780,886 (-98%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2024

Assets$3,963,713
Liabilities$1,500,000
Net Assets$2,463,713
Open 2024 Filing

Operations Trend

Revenue Growth1st 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

2024

Revenue$156,395
Expenses$72,316
Net Income$84,079
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES K BIRAMTax Officer-$0--
ALAN GEERDirector-$0--
TARI L SODERLINGDirector-$0--
KURT E SODERLINGDirector-$0--
NANCY CHASEDirector-$0--
ERIC M SODERLING LEFT 42825Former Director-$0--
Filing and Contact Details

Filer

Filer Name
The Emond-soderling Family Foundation
EIN
81-4732647
Phone
9497563200
Address
901 DOVE STREET 270, NEWPORT BEACH, CA 92660

Signing Officer

Name
James K Biram
Title
Tax Officer
Phone
9497593200
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
19200 VON KARMAN AVE STE 850, IRVINE, CA 92612-8522
Preparer
Erin Fukuto CPA
Phone
9494530256
Raw XML Appendix336 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES K BIRAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALAN GEER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TARI L SODERLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KURT E SODERLING
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TAX OFFICER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt211000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE SCHOLARSHIPS TO FINANCIALLY DISADVANTAGED AND DESERVING COLLEGE STUDENTS ATTENDING PRIVATE COLLEGES ACCREDITED BY THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT THE WOODBURY UNIVERSITY SCHOOL OF BUSINESS SCHOLARSHIP FUND.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT THE UNIVERSITY'S VARIOUS EDUCATION AND SCHOLARSHIP FUNDS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHAPMAN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WOODBURY UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PEPPERDINE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ONE UNIVERSITY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17500 NORTH GLENOAKS BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt224255 PACIFIC COAST HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ORANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BURBANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MALIBU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092866
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290263
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt033000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011494
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030794
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0192118
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt042288
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0180624
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030794
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt07455
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt024851
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01500000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11833
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0128
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1917
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0128
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19165
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0AGENCY TRANSACTION. RECEIVED 2023. TO BE DISTRIBUTED TO CHAPMAN UNIVERSITY.
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01500000
TaxesSchedule/TaxesDetail/Amt04972
TaxesSchedule/TaxesDetail/Amt1200
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1CA DOJ
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES K BIRAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09497593200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EMOND-SODERLING FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EMON
ReturnHeader/Filer/EIN0814732647
ReturnHeader/Filer/PhoneNum09497563200
ReturnHeader/Filer/USAddress/AddressLine1Txt0901 DOVE STREET 270
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019200 VON KARMAN AVE STE 850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926128522
ReturnHeader/PreparerPersonGrp/PhoneNum09494530256
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIN FUKUTO CPA
ReturnHeader/ReturnTs02025-11-12T16:12:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,963,713
Liabilities
$1,500,000
Net assets
$2,463,713
Revenue
$156,395
Expenses
$72,316
Net income
$84,079
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