Civic Intelligence

Charles Humphrey Keating IV Foundation

EIN 82-2075362 • 501(c)3 • Coronado, CA

Pub. 78 Eligible

Profile

Support and resources for active duty navy seals and their families. The goal of the charles humphrey keating iv foundation is to research, develop, and implement evidence-based solutions to maintain family unity while improving the transition from front lines to home front.

PO Box 181679Coronado, CA 92178

c4foundation.org

Siviq Scores

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

Liabilities / Assets

71st percentile

0.43x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

1.87x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

38th percentile

1.7%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

14th percentile

-17%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Assets

Up

$12,232,774

Up $149,823 (+1.2%) from 2023

Liabilities

Down

$5,213,983

Down $212,198 (-3.9%) from 2023

Net Assets

Up

$7,018,791

Up $362,021 (+5.4%) from 2023

Revenue

Up

$2,782,110

Up $74,257 (+2.7%) from 2023

Expenses

Up

$2,488,835

Up $31,701 (+1.3%) from 2023

Net Income

Up

$293,275

Up $42,556 (+17%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2017: $269,533Liabilities 2017: $0Net Assets 2017: $269,5332017Assets 2018: $9,704,519Liabilities 2018: $7,177,242Net Assets 2018: $2,527,2772018Assets 2019: $9,352,659Liabilities 2019: $7,071,189Net Assets 2019: $2,281,4702019Assets 2020: $10,397,671Liabilities 2020: $6,951,374Net Assets 2020: $3,446,2972020Assets 2021: $9,800,759Liabilities 2021: $5,644,803Net Assets 2021: $4,155,9562021Assets 2022: $11,835,954Liabilities 2022: $5,600,985Net Assets 2022: $6,234,9692022Assets 2023: $12,082,951Liabilities 2023: $5,426,181Net Assets 2023: $6,656,7702023Assets 2024: $12,232,774Liabilities 2024: $5,213,983Net Assets 2024: $7,018,7912024

Highlighted filing

2024

Assets$12,232,774
Liabilities$5,213,983
Net Assets$7,018,791

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $291,625Expenses 2017: $22,092Net Income 2017: $269,5332017Revenue 2018: $2,779,734Expenses 2018: $521,990Net Income 2018: $2,257,7442018Revenue 2019: $971,476Expenses 2019: $1,191,555Net Income 2019: -$220,0792019Revenue 2020: $2,447,812Expenses 2020: $1,349,071Net Income 2020: $1,098,7412020Revenue 2021: $2,399,493Expenses 2021: $1,714,055Net Income 2021: $685,4382021Revenue 2022: $4,042,551Expenses 2022: $2,063,856Net Income 2022: $1,978,6952022Revenue 2023: $2,707,853Expenses 2023: $2,457,134Net Income 2023: $250,7192023Revenue 2024: $2,782,110Expenses 2024: $2,488,835Net Income 2024: $293,2752024

Highlighted filing

2024

Revenue$2,782,110
Expenses$2,488,835
Net Income$293,275

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$4,007,055
Mission and Program Overview

Mission

Support and resources for active duty navy seals and their families. The goal of the charles humphrey keating iv foundation is to research, develop, and implement evidence-based solutions to maintain family unity while improving the transition from front lines to home front.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$11,486,844$11,742,868▲ $256,024
Loans From Officers Directors$838,541$670,834▼ $167,707
Cash and Non-Interest-Bearing Accounts$234,726$166,183▼ $68,543
Intangible Assets$112,563$100,598▼ $11,965
Accounts Receivable$141,000$65,000▼ $76,000
Total Assets$12,082,951$12,232,774▲ $149,823
Other Assets Total$107,818$158,125▲ $50,307
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,825,096$3,725,467▼ $99,629
Unsecured Notes Loans Payable$517,700$500,000▼ $17,700
Accounts Payable and Accrued Expenses$193,670$246,653▲ $52,983
Deferred Revenue$45,973$65,868▲ $19,895
Other Liabilities$5,201$5,161▼ $40
Total Liabilities$5,426,181$5,213,983▼ $212,198
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,546,778$6,861,025▲ $314,247
Net Assets With Donor Restrictions$109,992$157,766▲ $47,774
Total Net Assets Fund Balance$6,656,770$7,018,791▲ $362,021
Total Liabilities and Net Assets / Fund Balance$12,082,951$12,232,774▲ $149,823

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,212,280-$5,212,280
Buildings$2,975,404$739,866$3,715,270
Leasehold Improvements$1,297,409$939,518$2,236,927
Other Land Buildings$1,909,370$51,823$1,961,193
Equipment$348,405$332,379$680,784
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Charles Humphrey Keating IiiPresidentFT$150,000$150,000

Board Members and Trustees

NameTitle
Alison LewisVice President
Angel SierpinaDirector
Bob CliffordDirector
Brandon TsengDirector
Christopher ClementsDirector
David LessnickDirector
Edward ByersDirector
James SchrimDirector
Jason LarsonDirector
Kent WeaverDirector
Kent MoutonTreasurer/secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Orlando RodriguezContract ServicesPO BOX 569, Santa Ysabel, CA 92070$112,212
Revenue and Support

Revenue Composition

Contributions and Grants
$1,624,395
Program Service Revenue
$0
Investment Income
$26,927
Other Revenue
$1,130,788
All Other Contributions
$93,439
Change in Net Assets
$293,275

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded11$220,305Publicly Traded Values
Other Non Cash Contri Table0$26,212Fair Market Value
Cars and Other Vehicles1$24,300Fair Maket Value
Other Non Cash Contri Table0$18,095Fair Market Value
Collectibles5$8,800Fair Maket Value
Works of Art2$3,500Fair Maket Value
Total Noncash Contributions19$301,212-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,752,879
Revenue Not Reported on Financial Statements
$29,231
Revenue Not Reported on Form 990
$428,706
Other Revenue Adjustments
$29,231
Total Revenue per Audited Statements
$3,181,585
Total Revenue per Form 990
$2,782,110
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,117,273
Salaries, Compensation, and Employee Benefits$370,562
Total Fundraising Expense$231,639
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$511,865$27,305$93,450$632,620
Depreciation Depletion$461,162--$461,162
Interest$187,253$17,700-$204,953
Other Salaries and Wages$139,946$12,825$40,833$193,604
Current Officers, Directors, Trustees, and Key Employees$137,408$12,592-$150,000
Occupancy$136,434$2,385-$138,819
Information Technology$81,575$7,720$17,300$106,595
Advertising$72,967$200$22,362$95,529
Insurance$62,109$11,729-$73,838
Fees for Services Accounting-$66,770-$66,770
All Other Expenses$7,080$26,156$17,020$50,256
Conferences and Meetings$2,394-$28,653$31,047
Payroll Taxes$21,778$1,967$3,213$26,958
Office Expenses$24,919-$685$25,604
Other Expenses$19,727$12,508$8,093$19,727
Fees for Services Legal$1,400$950-$2,350
Travel$1,130$754-$1,884
Grants to Domestic Individuals$1,000--$1,000
Total Functional Expenses$2,054,928$202,268$231,639$2,488,835

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,848,798
Expenses per Audited Statements$2,488,835
Total Expenses per Form 990$2,488,835
Expenses Not Reported on Form 990$359,963
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,153,978
Fundraising Direct Expenses$1,030,720
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Arizona Event$1,289,024$1,214,024$115,824$1,098,200
July 3rd Event$1,793,517$337,561$364,229$-26,668
Total Events$3,684,934$2,153,978$1,030,720$1,123,258
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Deann KeatingPRESIDENT'S SPOUSEW-2 Wage Compensation as an EmployeeNo$125,000
Cassandra S KeatingPRESIDENT'S CHILDW-2 Wage Compensation as an EmployeeNo$15,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$838,541$670,834▼ $167,707
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$5,161
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
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
No
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 B, Line 11B

The organization's trustees receive and review the return and its accompanying schedules prior to approval for filing.

Form 990, Part VI, Section B, Line 12C

The organization's trustees regularly review and commit to the avoidance of real and/or perceived conflicts of interest. Potentially conflicted trustees recuse themselves from discussion and voting on matters where a conflict of interest may exist.

Form 990, Part VI, Section B, Line 15A

The organization has a compensation committee which each year determines the compensation of any officer of the organization. The compensation committee reviews and approves officer compensation based on data that it utilizes to analyze the compensation of similarly qualified persons in functionally comparable positions at other organizations that are deemed to be similar to the charles humphrey keating iv foundation. Furthermore, the compensation committee only admits members to the compensation committee who are deemed to be independent persons, with respect to any potential relationship that a prospective or current compensation committee member may have with any such officer in question who is to receive compensation for his or her role in the organization. Persons who are deemed to have a conflict of interest in this compensation process are deliberately excluded from being able to be part of the compensation committee. As part of this process, the organization retains contemporaneous documentation and recordkeeping of its decisions with respect to any officer compensation arrangement.

Form 990, Part VI, Section C, Line 18

The organization's form 990 and accompanying schedules are made available to the public upon reasonable written request.

Form 990, Part VI, Section C, Line 19

The organization's governing documents are made available to the public upon reasonable written request.

Filing and Contact Details

Filer

Filer Name
Charles Humphrey Keating Iv Foundation
EIN
82-2075362
Phone
4803092884
Address
PO BOX 181679, CORONADO, CA 92178

Signing Officer

Name
Kent Mouton
Title
Treasurer
Phone
4803092884
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kent Mouton
Formed
2017
Legal Domicile
Az
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
130

Preparer

Firm
Lavine Lofgren Morris & Engelberg Llp
Address
4180 LA JOLLA VILLAGE DR STE 300, LA JOLLA, CA 92037
Preparer
Jennifer a Glaser
Phone
8584551200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Outside services: program service expenses 511,865. Management and general expenses 27,305. Fundraising expenses 93,450. Total expenses 632,620.

FORM 990, PART XI, LINE 9:

ROUNDING 3.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Special event related expense classification

PART XI, LINE 4B - OTHER ADJUSTMENTS:

DEFERRED CONTRIBUTIONS

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special event related expense classification

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IRS990/Form990PartVIISectionAGrp/PersonNm0CHARLES HUMPHREY KEATING III
IRS990/Form990PartVIISectionAGrp/PersonNm1ALISON LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm2KENT MOUTON
IRS990/Form990PartVIISectionAGrp/PersonNm3ANGEL SIERPINA
IRS990/Form990PartVIISectionAGrp/PersonNm4BOB CLIFFORD
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IRS990/Form990PartVIISectionAGrp/PersonNm7EDWARD BYERS
IRS990/Form990PartVIISectionAGrp/PersonNm8KENT WEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm9JAMES SCHRIM
IRS990/Form990PartVIISectionAGrp/PersonNm10JASON LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm11BRANDON TSENG
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