Civic Intelligence

The Erdman Family Foundation

990PF • Fiscal year 2011 • EIN 84-1289828

Dec 01, 2010 to Nov 30, 2011 • Filed on Jul 20, 2012

227 Midland Avenue 2481621
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$325,493

Down $45,412 (-12%) from 2010

Net Assets

Down

$325,493

Down $45,412 (-12%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$40,260

Up $9,249 (+30%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $370,905Liabilities 2010: $0Net Assets 2010: $370,9052010Assets 2011: $325,493Liabilities 2011: $0Net Assets 2011: $325,4932011Assets 2012: $325,375Liabilities 2012: $12012Assets 2013: $298,407Liabilities 2013: $1Net Assets 2013: $298,4072013Assets 2014: $295,801Liabilities 2014: $1Net Assets 2014: $295,8012014Assets 2015: $267,722Liabilities 2015: $1Net Assets 2015: $267,7222015Assets 2016: $293,515Liabilities 2016: $0Net Assets 2016: $293,5152016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2011

Assets$325,493
Liabilities$0
Net Assets$325,493

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2010: $31,0112010Expenses 2011: $40,2602011Revenue 2012: $28,801Expenses 2012: $28,919Net Income 2012: -$1182012Revenue 2013: -$3,736Expenses 2013: $23,008Net Income 2013: -$26,7442013Revenue 2014: $8,619Expenses 2014: $11,115Net Income 2014: -$2,4962014Revenue 2015: $10,270Expenses 2015: $38,269Net Income 2015: -$27,9992015Revenue 2016: $45,285Expenses 2016: $19,417Net Income 2016: $25,8682016Revenue 2017: $3,364Expenses 2017: $344,911Net Income 2017: -$341,5472017

Highlighted filing

2011

Revenue-
Expenses$40,260
Net Income-
Jump To
Filing Snapshot
Filing Period
Dec 1, 2010 to Nov 30, 2011
Signed
Jul 20, 2012
Return Version
2010v3.7
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RH DONNELLEY ERDMANPres-$0--
CINDA W ERDMANSecretary-$0--
KEVIN D ERDMANDirector-$0--
CHARLES W ERDMANDirector-$0--
ALISSA G ERDMANDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLobero Theatre FoundationJazz at the Lobero501(c)(3) OrganizatiSanta Barbara, CA, US$8,500
Paid GrantCampaign for KCLUUnrestricted501(c)(3) OrganizatThousand Oaks, CA, US$4,000
Paid GrantDirect Relief InternationalUnrestricted501(c)(3)Santa Barbara, CA, US$4,000
Paid GrantFAMILY CARE INTERNATIONALUnrestricted501(C)(3) ORGANIZATINew York, NY, US$3,000
Paid GrantKAJX RADIOUnrestricted501(C)(3) ORGANIZATIAspen, CO, US$3,000
Paid GrantBAT CONSERVATION INTERNATIONALUnrestricted501(C)(3) ORGANIZATIAustin, TX, US$2,000
Paid GrantSanta Barbara Museum of ArtUnrestricted501(c)(3)Santa Barbara, CA, US$2,000
Paid GrantFoundation for Santa Barbara City CollegeUnrestricted501(c)(3)Santa Barbara, CA, US$2,000
Paid GrantTHE CHEWONKI FOUNDATIONUnrestricted501(C)(3)OrganizatioWiscasset, ME, US$1,500
Paid GrantAspen Center for Environmental StudiesUnrestricted501(c)(3) OrganizatiAspen, CO, US$1,500
Paid GrantThe Independence Pass FoundationUnrestricted501(C)(3)Aspen, CO, US$1,000
Paid GrantSanta Barbara Cottage Hospital FoundationUnrestricted501(c)(3)Santa Barbara, CA, US$1,000
Filing and Contact Details

Filer

EIN
84-1289828
Raw XML AppendixShowing 400 of 679 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12BRAZIL SMALL CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13EMERGING ASIA PACIFIC ETF
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31TECH SECTOR ETF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32VANGUARD BOND INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33HIGH YI8ELD CORPORATE BOND FUN
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35INDONESIA MARKET ETF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36MEXICO INDEX ETF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37THAILAND INDEX ETF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38TURKEY INDEX ETF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39UTILITY SECTOR ETF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40BARCLAYS 7-10 YR TREAS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1BIOTECH INDEX ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2CHILE INDEX
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3FIRST TRUST CONSUMER DISCRETIO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4FIRST TRUST FINANCIAL ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5FIRST TRUST GLOBAL COPPER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6FIRST TRUST INDUSTRIALS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7FIRST TRUST INTERNET ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8FIRST TRUST MATERIALS ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9FIRST TRUST S&P REIT INDEX
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10FIRST TRUST TECH SECTOR ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11HIGH YIELD CORPORATE BOND ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12INDONESIA INVESTABLE MARKETS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13KAYNE ANDERSON MLP ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14LATIN AMERICA INDEX
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15MEXICO INDEX
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16MIDCAP 400 PURE GROWTH ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17NASDAQ 100 SHARES ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18OPPENHEIMER DEVLOPING MKTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19PERU INDEX
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20POLAND INVESTABLE MARKETS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21POWERSHARES CONSUMER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22POWERSHARES SMALL CAP
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25SILVER ETF
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0RH DONNELLEY ERDMAN
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3CHARLES W ERDMAN

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