Civic Intelligence

Philip D Sokol Foundation

EIN 83-0580692 • San Diego, CA

2907 Shelter Island Dr 105 PMB61San Diego, CA 92106
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Asset Growth

64th percentile

8.1%

Faster asset growth than 64% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-72%

Faster revenue growth than 3% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,150,493

Up $534,677 (+8.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,150,493

Up $534,677 (+8.1%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin11th percentile

Revenue

Down

$222,176

Down $577,367 (-72%) from 2023

Expenses

Up

$295,571

Up $175,815 (+147%) from 2023

Net Income

Down

-$73,395

Down $753,182 (-111%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2018: $47,500Liabilities 2018: $0Net Assets 2018: $47,5002018Assets 2019: $48,732Liabilities 2019: $0Net Assets 2019: $48,7322019Assets 2020: $38,058Liabilities 2020: $0Net Assets 2020: $38,0582020Assets 2021: $2,039,490Liabilities 2021: $0Net Assets 2021: $2,039,4902021Assets 2022: $5,428,977Liabilities 2022: $0Net Assets 2022: $5,428,9772022Assets 2023: $6,615,816Liabilities 2023: $0Net Assets 2023: $6,615,8162023Assets 2024: $7,150,493Liabilities 2024: $0Net Assets 2024: $7,150,4932024

Highlighted filing

2024

Assets$7,150,493
Liabilities$0
Net Assets$7,150,493
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $50,000Expenses 2018: $2,500Net Income 2018: $47,5002018Revenue 2019: $1,300Expenses 2019: $68Net Income 2019: $1,2322019Revenue 2020: $0Expenses 2020: $10,674Net Income 2020: -$10,6742020Revenue 2021: $2,002,185Expenses 2021: $6,568Net Income 2021: $1,995,6172021Revenue 2022: $3,542,072Expenses 2022: $183,791Net Income 2022: $3,358,2812022Revenue 2023: $799,543Expenses 2023: $119,756Net Income 2023: $679,7872023Revenue 2024: $222,176Expenses 2024: $295,571Net Income 2024: -$73,3952024

Highlighted filing

2024

Revenue$222,176
Expenses$295,571
Net Income-$73,395
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$7,150,493
Liabilities
$0
Net assets
$7,150,493
Revenue
$222,176
Expenses
$295,571
Net income
-$73,395
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.22$0.30$0.07
2023Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.80$0.12$0.68
2022Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$3.54$0.18$3.36
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$2.00$0.01$2.00
2020Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.05$0.00$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura MillerPresident-$0--
John TreimanSec/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Philip D Sokol Foundation
EIN
83-0580692
Phone
8582700707
Address
2907 Shelter Island Dr 105 PMB61, San Diego, CA 92106

Signing Officer

Name
John Treiman
Title
Sec/Treas
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
111 Pine Street Suite 1750, San Francisco, CA 94111
Preparer
Antonio Tellez Jr
Phone
4159830200
Raw XML Appendix334 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Scripps
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3UC San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Zoological Society of San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Mama's Kitchen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Urban Surf 4 Kids
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7BSA Troop 11
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Student Diplomact Corps
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Springboard to Learning
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05500 Gaines St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 122724
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24555 Executive Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt39500 Gilman Drive 0937
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42920 Zoo Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53960 Home Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt69380 Activity Rd Suite H
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt74324 Clairemont Mesa Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8424 West 54th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91310 Papin Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3La Jolla
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4San Diego
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9St Louis
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392093
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd792117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd810019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd963103
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0241750
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02647
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0241716
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0355239
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0244363
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0352592
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0241716
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0220
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0220
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt050771
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt050771
TaxesSchedule/TaxesDetail/Amt0437
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Paid on Investments
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0437
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Treiman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sec/Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Philip D Sokol Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0830580692
ReturnHeader/Filer/PhoneNum08582700707
ReturnHeader/Filer/USAddress/AddressLine1Txt02907 Shelter Island Dr 105 PMB61
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092106
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371420474
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fontanello Duffield & Otake LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 Pine Street Suite 1750
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04159830200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Antonio Tellez Jr
ReturnHeader/ReturnTs02025-05-13T17:58:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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