Civic Intelligence

Sophiagrace Foundation

990PF • Fiscal year 2023 • EIN 82-0740486

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 19, 2024

Organization Profile
3019 Wilshire Blvd Ste 321Santa Monica, CA 90403

(213) 408-0508

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

27th percentile

-7.5%

Higher net margin than 27% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

51st percentile

4.8%

Faster asset growth than 51% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$15,821,824

Up $730,961 (+4.8%) from 2022

Net Assets

Up

$15,813,921

Up $726,808 (+4.8%) from 2022

Liabilities

Up

$7,903

Up $4,153 (+111%) from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin27th percentile

Revenue

Up

$3,278,841

Up $3,464,442 (+1867%) from 2022

Expenses

Up

$3,524,033

Up $831,704 (+31%) from 2022

Net Income

Up

-$245,192

Up $2,632,738 (+91%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$30M$20M$10M$0Assets 2018: $3,356,522Liabilities 2018: $645Net Assets 2018: $3,355,8772018Assets 2019: $21,607,105Liabilities 2019: $0Net Assets 2019: $21,607,1052019Assets 2020: $18,206,542Liabilities 2020: $0Net Assets 2020: $18,206,5422020Assets 2021: $20,936,358Liabilities 2021: $155,000Net Assets 2021: $20,781,3582021Assets 2022: $15,090,863Liabilities 2022: $3,750Net Assets 2022: $15,087,1132022Assets 2023: $15,821,824Liabilities 2023: $7,903Net Assets 2023: $15,813,9212023Assets 2024: $14,040,898Liabilities 2024: $2,516Net Assets 2024: $14,038,3822024

Highlighted filing

2023

Assets$15,821,824
Liabilities$7,903
Net Assets$15,813,921
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10MRevenue 2018: $60,875Expenses 2018: $1,537,910Net Income 2018: -$1,477,0352018Revenue 2019: $19,063,924Expenses 2019: $1,139,411Net Income 2019: $17,924,5132019Revenue 2020: $599,961Expenses 2020: $4,000,524Net Income 2020: -$3,400,5632020Revenue 2021: $1,773,869Expenses 2021: $2,959,529Net Income 2021: -$1,185,6602021Revenue 2022: -$185,601Expenses 2022: $2,692,329Net Income 2022: -$2,877,9302022Revenue 2023: $3,278,841Expenses 2023: $3,524,033Net Income 2023: -$245,1922023Revenue 2024: $1,139,153Expenses 2024: $3,471,001Net Income 2024: -$2,331,8482024

Highlighted filing

2023

Revenue$3,278,841
Expenses$3,524,033
Net Income-$245,192
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 19, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINA SINGLETONDirector PresidentPT$0--
CINDY YAODirector TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Sophiagrace Foundation
EIN
82-0740486
Address
3019 Wilshire Blvd Ste 321, Santa Monica, CA 90403

Signing Officer

Name
Christina Singleton
Title
President
Signed
2024-07-19
Discuss with paid preparer
No

Preparer

Firm
Kwan & Co CPA Inc
Address
78 Bay State Street Unit 1B, Alhambra, CA 91801
Preparer
Hew Kwan
Phone
6262835101
Raw XML Appendix325 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/UndistributedIncomeGrp/ExcessFromYear3Amt02527979
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0934642
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06702668
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07456508
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Christina Singleton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03019 Wilshire Blvd Ste 321
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Santa Monica
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090403
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02747572
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02747572
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc06830 shares of stocks of Teledyne Technologies
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-10-02
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Accrued interest income
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Other receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt025598
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt113959
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt025598
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt113959
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0450000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt111419
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PY note receivable paid off
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PY excise tax not accrued
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11661
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01417176
OtherIncreasesSchedule/OtherIncreasesDetail/Amt116243
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CY unrealized gain not on TR
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1PY accrued interest not booked
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm0Low income investment fund
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt0450000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt02
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt02022-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt0450000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt0Family eco self-sufficiency & to alleviate poverty
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02019-11
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt0Due on maturity
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt0None
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03240
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Consultant
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt07385
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Christina Singleton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOPHIAGRACE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOPH
ReturnHeader/Filer/EIN0820740486
ReturnHeader/Filer/USAddress/AddressLine1Txt03019 Wilshire Blvd Ste 321
ReturnHeader/Filer/USAddress/CityNm0Santa Monica
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090403
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272496928
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kwan & Co CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt078 Bay State Street Unit 1B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Alhambra
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091801
ReturnHeader/PreparerPersonGrp/PhoneNum06262835101
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Hew Kwan
ReturnHeader/ReturnTs02024-07-23T18:39:35-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Christina
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Singleton
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$15,821,824
Liabilities
$7,903
Net assets
$15,813,921
Revenue
$3,278,841
Expenses
$3,524,033
Net income
-$245,192
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$1.14$3.47$2.33
2023Detailed filing. Detailed filing data is available for this year.$15.8$0.01$15.8$3.28$3.52$0.25
2022Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$0.19$2.69$2.88
2021Detailed filing. Detailed filing data is available for this year.$20.9$0.16$20.8$1.77$2.96$1.19
2020Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$0.60$4.00$3.40
2019Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$19.1$1.14$17.9
2018Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.06$1.54$1.48