Civic Intelligence

Steven Adrian Private Foundation

990PF • Fiscal year 2019 • EIN 83-1098449

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

Organization Profile
1610 Las Canoas RoadSanta Barbara, CA 93105

(805) 708-0605

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

35th percentile

$34,000

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

$5,143,497

No earlier filing loaded for comparison.

Net Assets

$5,143,497

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin80th percentile

Revenue

$485,538

No earlier filing loaded for comparison.

Expenses

$346,572

No earlier filing loaded for comparison.

Net Income

$138,966

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2019: $5,143,497Liabilities 2019: $0Net Assets 2019: $5,143,4972019Assets 2020: $5,744,171Liabilities 2020: $0Net Assets 2020: $5,744,1712020Assets 2021: $5,905,584Liabilities 2021: $0Net Assets 2021: $5,905,5842021Assets 2022: $4,518,137Liabilities 2022: $4,069Net Assets 2022: $4,514,0682022Assets 2023: $4,546,625Liabilities 2023: $7,595Net Assets 2023: $4,539,0302023Assets 2024: $4,392,841Liabilities 2024: $2,131Net Assets 2024: $4,390,7102024

Highlighted filing

2019

Assets$5,143,497
Liabilities$0
Net Assets$5,143,497
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2019: $485,538Expenses 2019: $346,572Net Income 2019: $138,9662019Revenue 2020: $187,418Expenses 2020: $419,298Net Income 2020: -$231,8802020Revenue 2021: $460,255Expenses 2021: $458,829Net Income 2021: $1,4262021Revenue 2022: $102,953Expenses 2022: $475,131Net Income 2022: -$372,1782022Revenue 2023: $167,886Expenses 2023: $546,147Net Income 2023: -$378,2612023Revenue 2024: $261,212Expenses 2024: $475,052Net Income 2024: -$213,8402024

Highlighted filing

2019

Revenue$485,538
Expenses$346,572
Net Income$138,966
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN ADRIANPresidentPT$34,000-$34,000
GINA GIANNETTOSecretary /PT$34,000-$34,000
Filing and Contact Details

Filer

Filer Name
Steven Adrian Private Foundation
EIN
83-1098449
Phone
8057080605
Address
1610 LAS CANOAS ROAD, SANTA BARBARA, CA 93105

Signing Officer

Name
Gina Giannetto
Title
Secretary / CFO
Phone
8057080605
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Berti Spechler Sarmiento Mckay & Co Llp
Address
1933 CLIFF DR STE 26, SANTA BARBARA, CA 93109-1591
Preparer
Robert Vannier CPA
Phone
8059630571
Raw XML Appendix319 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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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
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ReturnHeader/FilingSecurityInformation/IPTm018:11:16
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
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ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-10
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ReturnHeader/ReturnTs02020-11-13T18:11:16-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,143,497
Liabilities
$0
Net assets
$5,143,497
Revenue
$485,538
Expenses
$346,572
Net income
$138,966
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.26$0.48$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.55$0.01$4.54$0.17$0.55$0.38
2022Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.51$0.10$0.48$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$0.00$5.91$0.46$0.46$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.74$0.00$5.74$0.19$0.42$0.23
2019Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.49$0.35$0.14