Civic Intelligence

Carolyn and Peter Friedman Foundation

EIN 83-2838067 • Tiburon, CA

76 Main Street Ste ATiburon, CA 94920
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$24,791

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

21st percentile

-5.1%

Faster asset growth than 21% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

47th percentile

6.1%

Faster revenue growth than 47% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,308,162

Down $273,157 (-7.6%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$3,308,162

Down $273,157 (-7.6%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin19th percentile

Revenue

Up

$370,019

Up $80,601 (+28%) from 2023

Expenses

Up

$444,076

Up $56,716 (+15%) from 2023

Net Income

Up

-$74,057

Up $23,885 (+24%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2018: $1,910,272Liabilities 2018: $1,000Net Assets 2018: $1,909,2722018Assets 2019: $2,506,905Liabilities 2019: $1Net Assets 2019: $2,506,9052019Assets 2020: $3,834,561Liabilities 2020: $1Net Assets 2020: $3,834,5612020Assets 2021: $3,691,014Liabilities 2021: $1Net Assets 2021: $3,691,0142021Assets 2022: $3,676,223Liabilities 2022: $1Net Assets 2022: $3,676,2232022Assets 2023: $3,581,319Liabilities 2023: $1Net Assets 2023: $3,581,3192023Assets 2024: $3,308,162Liabilities 2024: $0Net Assets 2024: $3,308,1622024

Highlighted filing

2024

Assets$3,308,162
Liabilities$0
Net Assets$3,308,162
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2018: $1,909,272Expenses 2018: $0Net Income 2018: $1,909,2722018Revenue 2019: $108,212Expenses 2019: $138,732Net Income 2019: -$30,5202019Revenue 2020: $1,581,856Expenses 2020: $254,259Net Income 2020: $1,327,5972020Revenue 2021: $146,349Expenses 2021: $291,071Net Income 2021: -$144,7222021Revenue 2022: $328,613Expenses 2022: $343,404Net Income 2022: -$14,7912022Revenue 2023: $289,418Expenses 2023: $387,360Net Income 2023: -$97,9422023Revenue 2024: $370,019Expenses 2024: $444,076Net Income 2024: -$74,0572024

Highlighted filing

2024

Revenue$370,019
Expenses$444,076
Net Income-$74,057
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,308,162
Liabilities
$0
Net assets
$3,308,162
Revenue
$370,019
Expenses
$444,076
Net income
-$74,057
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.37$0.44$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.29$0.39$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.33$0.34$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.15$0.29$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$1.58$0.25$1.33
2019Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.11$0.14$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$1.91$0.00$1.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN SWIFTPresident & CEOPT$24,791-$24,791
DAVID B BENNETTTreasurer-$8,800-$8,800
EINAR L ASBOSecretary-$800-$800
JOSHUA A THOMASSONDirector-$800-$800
PETER G THOMASSONDirector-$800-$800
DOUG STYLESDirector-$800-$800
Filing and Contact Details

Filer

Filer Name
Carolyn and Peter Friedman Foundation
EIN
83-2838067
Phone
4154355966
Address
76 MAIN STREET STE A, TIBURON, CA 94920

Signing Officer

Name
David B Bennett
Title
Treasurer
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
David B Bennett CPA
Address
76 Main Street Suite A, Tiburon, CA 94920
Preparer
David Bennett
Phone
4154355966
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