Civic Intelligence

Helena Group Foundation

990 • Fiscal year 2020 • EIN 81-5455559

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 20, 2021

Organization Profilehelena.org
515 S Flower St 5100Los Angeles, CA 90071

(424) 274-2045

Siviq Scores

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

Liabilities / Assets

89th percentile

0.89x

Higher debt load relative to assets than 89% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

3.66x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

25th percentile

$108,400

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

100th percentile

1377%

Faster asset growth than 100% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

154%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$11,555,421

Up $10,773,101 (+1377%) from 2019

Net Assets

Up

$1,255,435

Up $506,271 (+68%) from 2019

Liabilities

Up

$10,299,986

Up $10,266,830 (+30965%) from 2019

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin74th percentile

Revenue

Up

$2,815,383

Up $1,705,738 (+154%) from 2019

Expenses

Down

$2,309,112

Down $2,313,589 (-50%) from 2019

Net Income

Up

$506,271

Up $4,019,327 (+114%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$15M$10M$5.0M$0Assets 2015: $15,545Liabilities 2015: $02015Assets 2016: $21,038Liabilities 2016: $02016Assets 2017: $210,861Liabilities 2017: $0Net Assets 2017: $210,8612017Assets 2018: $4,297,509Liabilities 2018: $35,289Net Assets 2018: $4,262,2202018Assets 2019: $782,320Liabilities 2019: $33,156Net Assets 2019: $749,1642019Assets 2020: $11,555,421Liabilities 2020: $10,299,986Net Assets 2020: $1,255,4352020Assets 2021: $5,288,312Liabilities 2021: $4,296,511Net Assets 2021: $991,8012021Assets 2022: $5,711,986Liabilities 2022: $3,559,515Net Assets 2022: $2,152,4712022Assets 2023: $1,607,659Liabilities 2023: $325,852Net Assets 2023: $1,281,8072023Assets 2024: $866,249Liabilities 2024: $28,860Net Assets 2024: $837,3892024

Highlighted filing

2020

Assets$11,555,421
Liabilities$10,299,986
Net Assets$1,255,435
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

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

$5.0M$0-$5.0MRevenue 2015: $29,500Expenses 2015: $13,955Net Income 2015: $15,5452015Revenue 2016: $156,575Expenses 2016: $151,081Net Income 2016: $5,4942016Revenue 2017: $1,579,503Expenses 2017: $336,677Net Income 2017: $1,242,8262017Revenue 2018: $4,406,534Expenses 2018: $362,821Net Income 2018: $4,043,7132018Revenue 2019: $1,109,645Expenses 2019: $4,622,701Net Income 2019: -$3,513,0562019Revenue 2020: $2,815,383Expenses 2020: $2,309,112Net Income 2020: $506,2712020Revenue 2021: $1,489,338Expenses 2021: $1,752,972Net Income 2021: -$263,6342021Revenue 2022: $2,678,385Expenses 2022: $1,517,715Net Income 2022: $1,160,6702022Revenue 2023: $707,151Expenses 2023: $1,616,110Net Income 2023: -$908,9592023Revenue 2024: $1,215,790Expenses 2024: $1,660,208Net Income 2024: -$444,4182024

Highlighted filing

2020

Revenue$2,815,383
Expenses$2,309,112
Net Income$506,271
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 20, 2021
Return Version
2020v4.0
Gross Receipts
$2,815,383
Mission and Program Overview

Mission

The Helena Group Foundation seeks to address urgent global issues like environmental degradation, infrastructure security, and the decline of liberal democracy by conceiving and operating non-profit projects alongside a small group of world leaders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable-$5,331,704-
Cash and Non-Interest-Bearing Accounts$28,800$5,054,373▲ $5,025,573
Investments in Publicly Traded Securities$699,245$1,127,654▲ $428,409
Land, Buildings, and Equipment, Net$47,533$34,333▼ $13,200
Prepaid Expenses and Deferred Charges$6,742$7,357▲ $615
Total Assets$782,320$11,555,421▲ $10,773,101
Liabilities
Grants Payable-$10,073,500-
Unsecured Notes Loans Payable-$197,400-
Accounts Payable and Accrued Expenses$33,156$29,086▼ $4,070
Other Liabilities$0$0→ $0
Total Liabilities$33,156$10,299,986▲ $10,266,830
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-2,385,280$935,622▲ $3,320,902
Net Assets With Donor Restrictions$3,134,444$319,813▼ $2,814,631
Total Net Assets Fund Balance$749,164$1,255,435▲ $506,271
Total Liabilities and Net Assets / Fund Balance$782,320$11,555,421▲ $10,773,101

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$34,333$31,667$66,000
Buildings$0$0$0
Land$0-$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Henry ElkusChairFT$108,400$108,400
Samuel FeinburgTreasurerFT$108,400$108,400

Board Members and Trustees

NameTitle
Cassandra RosenthalBoard Member
Marc BielasBoard Member
Penny HintzBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Decisive Point LLCCOVID software platform25 Chestnut Street, Cold Spring, NY 10516$202,229
Revenue and Support

Revenue Composition

Contributions and Grants
$2,763,610
Program Service Revenue
$0
Investment Income
$48,757
Other Revenue
$3,016
All Other Contributions
$2,763,610
Change in Net Assets
$506,271

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,815,383
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$352,537
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$3,167,920
Total Revenue per Form 990
$2,815,383
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,209,831
Other Expenses$999,281
Grants and Similar Amounts Paid$100,000
Total Fundraising Expense$63,852
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$727,832$102,149$46,485$876,466
Fees for Services Other$584,167$81,094$1,130$666,391
Current Officers, Directors, Trustees, and Key Employees$180,034$25,267$11,498$216,799
Grants to Domestic Orgs$100,000--$100,000
Payroll Taxes$71,109$9,787$4,532$85,428
Other Expenses$48,575$0$0$48,575
Advertising$40,000--$40,000
Other Employee Benefits-$31,138-$31,138
Office Expenses$23,707$5,344-$29,051
Information Technology$13,928$14,892-$28,820
Fees for Services Accounting-$26,609-$26,609
Travel$9,172$5,591$207$14,970
Occupancy-$14,328-$14,328
Depreciation Depletion-$13,200-$13,200
Fees for Services Legal$10,301$2,845-$13,146
Insurance-$11,784-$11,784
Conferences and Meetings$5,103--$5,103
Interest-$1,372-$1,372
Total Functional Expenses$1,897,660$347,600$63,852$2,309,112

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,661,648
Expenses per Audited Statements$2,309,112
Total Expenses per Form 990$2,309,112
Expenses Not Reported on Form 990$352,536
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Civilization Research InitiativeEncinitas, CA501(c)(3)-$50,000
Equal Citizens FoundationWashington, DC501(c)(3)-$50,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Two board members have a business relationship. Sam Feinburg and Henry Elkus are in business together in Helena's for-profit arm, Helena Special Investments.”

Form 990, Part VI, Section B, Line 11B

“Each member of the Board is provided with a copy of the 990, with ample time to review, suggest amendments, request further information on any part of the form, or otherwise comment on and contribute to the filing process.”

Form 990, Part VI, Section B, Line 15

“Original pay for the CEO, and ED/COO was determined via a team of consultants at the Boston Consulting Group based on a comparison to industry peers back in 2016. Executive/Officer salaries have always been substantially lower than this amount (for years, by 50% or greater, currently ~30% lower than the authorized amount).”

Form 990, Part VI, Section C, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Helena Group Foundation
EIN
81-5455559
Phone
4242742045
Address
515 S FLOWER ST 5100, Los Angeles, CA 90071

Signing Officer

Name
Sam Feinburg
Title
Treasurer
Phone
4242742045
Signed
2021-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sam Feinburg
Formed
2015
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
15
Volunteers
3

Preparer

Firm
Easy Office Dba Jitasa
Address
1750 W FRONT STREET SUITE 200, BOISE, ID 83702
Preparer
Jeremy Cork
Phone
2082874777
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“The Helena Group Foundation undertook the new significant program service, COVID response. The detailed program narrative is included in Part III, line 4a.”

Form 990, Part IX, Line 11G

“Contractors - General.”

Form 990, Part XII, Line 1

“The organization has changed from cash to accrual method of accounting to better reflect the nature of revenue and expense activity.”

Financial Statement Notes

Schedule D, Part X, Line 2

“The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the Foundation may recognize tax benefit from an uncertain tax position only if it is more likely than not that the position will be sustained on examination by taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The Foundation files Form 990 in the U.S. federal jurisdiction. It received its determination letter during 2018.”

Raw XML AppendixShowing 400 of 550 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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IRS990/ActivityOrMissionDesc0THE HELENA GROUP FOUNDATION SEEKS TO ADDRESS URGENT GLOBAL ISSUES LIKE ENVIRONMENTAL DEGRADATION, INFRASTRUCTURE SECURITY, AND THE DECLINE OF LIBERAL DEMOCRACY BY CONCEIVING AND OPERATING NON-PROFIT PROJECTS ALONGSIDE A SMALL GROUP OF WORLD LEADERS.
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IRS990/Desc0COVID RESPONSE: Helena led a major response effort to the COVID-19 pandemic comprising three stages. First, Helena quickly raised and deployed nearly $20m to buy and deliver almost 19 million units of PPE to hospitals across the United States, away from price gougers and profiteers. Second, Helena created and launched The Covid Network, a software platform to help track the pandemic, which was adopted by institutions like the US Army and US Air Force as well as everyday Americans. Third, Helena worked to release (for free) an innovative polymer technology that addresses one of the most critical challenges to distributing COVID vaccines, biologics and therapeutics globally.
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IRS990/MissionDesc0The Helena Group Foundation seeks to address urgent global issues like environmental degradation, infrastructure security, and the decline of liberal democracy by conceiving and operating non-profit projects alongside a small group of world leaders.
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt031138
IRS990/OtherEmployeeBenefitsGrp/TotalAmt031138
IRS990/OtherExpensesGrp/Desc0PUBLIC RELATIONS AND MARKETING
IRS990/OtherExpensesGrp/Desc1DONATED GOODS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt083732
IRS990/OtherExpensesGrp/ProgramServicesAmt148575
IRS990/OtherExpensesGrp/TotalAmt085932
IRS990/OtherExpensesGrp/TotalAmt148575
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt03016
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt046485
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0102149
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0727832
IRS990/OtherSalariesAndWagesGrp/TotalAmt0876466
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04532
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09787
IRS990/PayrollTaxesGrp/ProgramServicesAmt071109
IRS990/PayrollTaxesGrp/TotalAmt085428
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06742
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07357
IRS990/PrincipalOfficerNm0SAM FEINBURG
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0A1R: America in One Room was a historic gathering that brought together the most representative sample of the American voting electorate in U.S. history. Over the course of three full days, this group engaged in a civil and nuanced deliberation on the critical issues facing the United States. The entire sample took the same in-depth questionnaire before and after the event. This process yielded important data concerning how Americans think about values, candidates, and policy issues when given the chance to think deeply, engage with different opinions, and deliberate in a fact-rich and respectful environment. It was covered extensively in the media, and hailed by former US Presidents Barack Obama and Bill Clinton.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0325898
IRS990/ProgSrvcAccomActy2Grp/GrantAmt050000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0MEMBERSHIP PROGRAM: Helena's Membership program recruits, convenes, and communicates with a small group of world-leading experts in different fields to help Helena choose and operate our projects to address major global issues. In practice, this means: i) Researching and networking to find potential Helena Members (people who represent the pinnacle of achievement in their and share a willingness to use that influence to achieve positive good); ii)recruiting them to join Helena (and agree to assets and talents to solve world problems); and iii) meeting with members to discuss important global problems, and the ways they can work with each other and with Helena to address those problems (e.g. through our other program services).
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0235731
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE HELENA SHIELD PROJECT: Helena's Shield project is an effort to protect the North American electrical grid from the threat of failure due to cyberattacks, solar flare, natural disasters, and other threats. Via targeted educational campaigns, the project successfully catalyzed (and advised, upon request) state and federal action to help protect the North American electrical grid from threats due to solar storms and cyber-attack.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1OTHER PROGRAMS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0205755
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1205232
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt10
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt10
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01060400
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0150000
IRS990/PYInvestmentIncomeAmt049245
IRS990/PYOtherExpensesAmt03497713
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-3513056
IRS990/PYSalariesCompEmpBnftPaidAmt0974988
IRS990/PYTotalExpensesAmt04622701
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01109645
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0506271
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02763610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01060400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04406534
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0526501
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0156575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08913620
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt048757
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt049245
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt098002
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65371
IRS990ScheduleA/PublicSupportPY170Pct00.7292
IRS990ScheduleA/PublicSupportTotal170Amt05890992
IRS990ScheduleA/SubstantialContributorsTotAmt03022628
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02763610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01060400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04406534
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0526501
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0156575
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08913620
IRS990ScheduleA/TotalSupportAmt09011622
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0352537
IRS990ScheduleD/DonatedServicesUseFcltsAmt0352536
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt00
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/ExpensesNotReportedAmt0352536
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02309112
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
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IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt00
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt034333
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt031667
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt066000
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt0352537
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02815383
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the Foundation may recognize tax benefit from an uncertain tax position only if it is more likely than not that the position will be sustained on examination by taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The Foundation files Form 990 in the U.S. federal jurisdiction. It received its determination letter during 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt034333
IRS990ScheduleD/TotalExpensesPerForm990Amt02309112
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt02815383
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03167920
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02661648
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/CashGrantAmt150000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Civilization Research Initiative
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Equal Citizens Foundation
IRS990ScheduleI/RecipientTable/RecipientEIN0844016495
IRS990ScheduleI/RecipientTable/RecipientEIN1823949758
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01095 Olive Crest Drive
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11032 15th Street Northwest
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Encinitas
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Washington

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,555,421
Liabilities
$10,299,986
Net assets
$1,255,435
Revenue
$2,815,383
Expenses
$2,309,112
Net income
$506,271
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.03$0.84$1.22$1.66$0.44
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.33$1.28$0.71$1.62$0.91
2022Detailed filing. Detailed filing data is available for this year.$5.71$3.56$2.15$2.68$1.52$1.16
2021Detailed filing. Detailed filing data is available for this year.$5.29$4.30$0.99$1.49$1.75$0.26
2020Detailed filing. Detailed filing data is available for this year.$11.6$10.3$1.26$2.82$2.31$0.51
2019Detailed filing. Detailed filing data is available for this year.$0.78$0.03$0.75$1.11$4.62$3.51
2018Detailed filing. Detailed filing data is available for this year.$4.30$0.04$4.26$4.41$0.36$4.04
2017Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$1.58$0.34$1.24
2016Summary only. Only limited summary data is available for this year.$0.02$0.00$0.16$0.15$0.01
2015Summary only. Only limited summary data is available for this year.$0.02$0.00$0.03$0.01$0.02