Civic Intelligence

Friesen Foundation

990PF • Fiscal year 2020 • EIN 83-3625948

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

2247 Court StreetRedding, CA 96001

(530) 246-1075

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

65th percentile

0.29x

Higher debt load relative to revenue than 65% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

2nd percentile

-496%

Higher net margin than 2% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

36th percentile

0.3%

Faster asset growth than 36% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$5,213,947

Up $16,226 (+0.3%) from 2019

Net Assets

$5,206,537

No earlier filing loaded for comparison.

Liabilities

Up

$7,410

Up $3,563 (+93%) from 2019

Revenue

Down

$25,576

Down $5,180,529 (-100%) from 2019

Expenses

Up

$152,431

Up $148,584 (+3862%) from 2019

Net Income

Down

-$126,855

Down $5,329,113 (-102%) from 2019

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $5,197,721Liabilities 2019: $3,8472019Assets 2020: $5,213,947Liabilities 2020: $7,410Net Assets 2020: $5,206,5372020Assets 2021: $5,353,228Liabilities 2021: $100,836Net Assets 2021: $5,252,3922021Assets 2022: $4,611,104Liabilities 2022: $4,517Net Assets 2022: $4,606,5872022Assets 2023: $5,963,007Liabilities 2023: $828Net Assets 2023: $5,962,1792023Assets 2024: $6,461,151Liabilities 2024: $630Net Assets 2024: $6,460,5212024

Highlighted filing

2020

Assets$5,213,947
Liabilities$7,410
Net Assets$5,206,537

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $5,206,105Expenses 2019: $3,847Net Income 2019: $5,202,2582019Revenue 2020: $25,576Expenses 2020: $152,431Net Income 2020: -$126,8552020Revenue 2021: $51,471Expenses 2021: $255,626Net Income 2021: -$204,1552021Revenue 2022: -$132,682Expenses 2022: $103,479Net Income 2022: -$236,1612022Revenue 2023: $1,070,892Expenses 2023: $84,297Net Income 2023: $986,5952023Revenue 2024: $286,181Expenses 2024: $144,646Net Income 2024: $141,5352024

Highlighted filing

2020

Revenue$25,576
Expenses$152,431
Net Income-$126,855
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN FRIESENPresidentPT$0--
ROYCE FRIESENVice President-$0--
Filing and Contact Details

Filer

Filer Name
Friesen Foundation
EIN
83-3625948
Phone
5302461075
Address
2247 COURT STREET, REDDING, CA 96001

Signing Officer

Name
John Friesen
Title
President
Phone
5302461075
Signed
2021-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
135 MAIN STREET 9TH FLOOR, SAN FRANCISCO, CA 94105
Preparer
Joua Lo
Phone
4157812500
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt025278
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025278
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-126855
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0298
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0298
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt021830
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0907
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0932
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt08521
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08521
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt023013
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0125672
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03746
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0152431
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt025576
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt025576
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt025672
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03746
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt052431
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt078
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt078
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-126855
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0139518
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05206537
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05193874
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05206537
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0246492
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0246492
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0246492
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0246795
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0303
IRS990PF/DistributableAmountGrp/TotalTaxAmt0303
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0303
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0303
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0303
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0303
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt05213947
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt03847
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt07410
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0790194
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0928050
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0928050
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04305973
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0110549
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0110549
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0664
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0664
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05193874
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05206537
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0101554
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04174684
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04174684
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05197721
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05213947
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05213947
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03847
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt07410
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05197721
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05213947
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05193874
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05206537
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05011062
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03415838
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01595224
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt075166
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0246795
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04935896
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05011062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN FRIESEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROYCE FRIESEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02247 COURT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12247 COURT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0REDDING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1REDDING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd096001
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd196001
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0125672
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0125672
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0125672
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00

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