Civic Intelligence

Adam and Emily Bold Family

EIN 81-6418779 • Santa Monica, CA

2632 Wilshire Blvd 456Santa Monica, CA 90403
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

60th percentile

5.9%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

81st percentile

61%

Faster revenue growth than 81% of similar nonprofits.

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

Assets

Up

$2,084,483

Up $116,771 (+5.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,084,483

Up $116,771 (+5.9%) from 2023

Revenue

Up

$138,719

Up $52,311 (+61%) from 2023

Expenses

Up

$21,948

Up $2,485 (+13%) from 2023

Net Income

Up

$116,771

Up $49,826 (+74%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $1,939,359Liabilities 2017: $0Net Assets 2017: $1,939,3592017Assets 2018: $1,883,448Liabilities 2018: $0Net Assets 2018: $1,883,4482018Assets 2019: $1,722,408Liabilities 2019: $0Net Assets 2019: $1,722,4082019Assets 2020: $1,673,949Liabilities 2020: $0Net Assets 2020: $1,673,9492020Assets 2021: $1,819,887Liabilities 2021: $0Net Assets 2021: $1,819,8872021Assets 2022: $1,900,767Liabilities 2022: $0Net Assets 2022: $1,900,7672022Assets 2023: $1,967,712Liabilities 2023: $0Net Assets 2023: $1,967,7122023Assets 2024: $2,084,483Liabilities 2024: $0Net Assets 2024: $2,084,4832024

Highlighted filing

2024

Assets$2,084,483
Liabilities$0
Net Assets$2,084,483

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $2,008,970Expenses 2017: $69,611Net Income 2017: $1,939,3592017Revenue 2018: $120,484Expenses 2018: $176,395Net Income 2018: -$55,9112018Revenue 2019: $127,524Expenses 2019: $288,564Net Income 2019: -$161,0402019Revenue 2020: $118,005Expenses 2020: $166,464Net Income 2020: -$48,4592020Revenue 2021: $213,318Expenses 2021: $67,380Net Income 2021: $145,9382021Revenue 2022: $105,025Expenses 2022: $24,145Net Income 2022: $80,8802022Revenue 2023: $86,408Expenses 2023: $19,463Net Income 2023: $66,9452023Revenue 2024: $138,719Expenses 2024: $21,948Net Income 2024: $116,7712024

Highlighted filing

2024

Revenue$138,719
Expenses$21,948
Net Income$116,771

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM S BOLDTrustee-$0--
EMILY F BOLDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Adam and Emily Bold Family
EIN
81-6418779
Phone
3106007006
Address
2632 WILSHIRE BLVD 456, SANTA MONICA, CA 90403

Signing Officer

Name
Adam S Bold
Title
Trustee
Phone
8187974133
Signed
2025-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Forward Pws Inc
Address
19360 RINALDI ST 331, PORTER RANCH, CA 91326
Preparer
Michael Ward
Phone
8187974133
Raw XML Appendix305 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/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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0106764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt048987
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt048987
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt048987
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048987
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt057777
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02905
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt07588
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BERNSTEIN XXX-XX659
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt07588
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07588
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017433
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017433
TaxesSchedule/TaxesDetail/Amt01610
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01610
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM S BOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08187974133
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADAM AND EMILY BOLD FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ADAM
ReturnHeader/Filer/EIN0816418779
ReturnHeader/Filer/PhoneNum03106007006
ReturnHeader/Filer/USAddress/AddressLine1Txt02632 WILSHIRE BLVD 456
ReturnHeader/Filer/USAddress/CityNm0SANTA MONICA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090403
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473248269
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORWARD PWS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019360 RINALDI ST 331
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTER RANCH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091326
ReturnHeader/PreparerPersonGrp/PhoneNum08187974133
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL WARD
ReturnHeader/ReturnTs02025-04-22T19:51:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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