Civic Intelligence

Philip D Sokol Foundation

990PF • Fiscal year 2023 • EIN 83-0580692

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profile
2907 Shelter Island Dr 105 PMB61San Diego, CA 92106

(858) 270-0707

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

95th percentile

85%

Higher net margin than 95% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

82nd percentile

22%

Faster asset growth than 82% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-77%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,615,816

Up $1,186,839 (+22%) from 2022

Net Assets

Up

$6,615,816

Up $1,186,839 (+22%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin95th percentile

Revenue

Down

$799,543

Down $2,742,529 (-77%) from 2022

Expenses

Down

$119,756

Down $64,035 (-35%) from 2022

Net Income

Down

$679,787

Down $2,678,494 (-80%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$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

2023

Assets$6,615,816
Liabilities$0
Net Assets$6,615,816
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$799,543
Expenses$119,756
Net Income$679,787
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay32nd 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
2024-05-15
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Antonio Tellez Jr
Phone
4159830200
Raw XML Appendix292 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Laura Miller
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1John Treiman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec/Treas
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt033688
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt029481
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0275404
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063169
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0241716
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt029481
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Philip David Sokol 2013 Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01842 Third Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0San Diego
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092103
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0700000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt040520
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt040520
TaxesSchedule/TaxesDetail/Amt015412
TaxesSchedule/TaxesDetail/Amt1655
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax on Investment Income
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes Paid on Investments
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0655
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0John Treiman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sec/Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
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/AddressLine1Txt044 Montgomery Street Suite 1305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159830200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Antonio Tellez Jr
ReturnHeader/ReturnTs02024-05-15T15:12:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Treiman
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
$6,615,816
Liabilities
$0
Net assets
$6,615,816
Revenue
$799,543
Expenses
$119,756
Net income
$679,787
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