Civic Intelligence

The Five Solas Foundation

990PF • Fiscal year 2023 • EIN 84-2634089

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

3258 Windmist AveThousand Oaks, CA 91362

(805) 529-1348

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

81st percentile

29%

Faster asset growth than 81% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

26%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$164,902

Up $37,286 (+29%) from 2022

Net Assets

Up

$164,902

Up $37,286 (+29%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$43,137

Up $8,957 (+26%) from 2022

Expenses

Up

$5,851

Up $1,022 (+21%) from 2022

Net Income

Up

$37,286

Up $7,935 (+27%) from 2022

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2019: $41,964Liabilities 2019: $0Net Assets 2019: $41,9642019Assets 2020: $77,906Liabilities 2020: $0Net Assets 2020: $77,9062020Assets 2021: $98,265Liabilities 2021: $0Net Assets 2021: $98,2652021Assets 2022: $127,616Liabilities 2022: $0Net Assets 2022: $127,6162022Assets 2023: $164,902Liabilities 2023: $0Net Assets 2023: $164,9022023Assets 2024: $195,987Liabilities 2024: $0Net Assets 2024: $195,9872024

Highlighted filing

2023

Assets$164,902
Liabilities$0
Net Assets$164,902

Operations Trend

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

$60K$40K$20K$0Revenue 2019: $50,064Expenses 2019: $8,100Net Income 2019: $41,9642019Revenue 2020: $37,903Expenses 2020: $1,961Net Income 2020: $35,9422020Revenue 2021: $24,014Expenses 2021: $3,655Net Income 2021: $20,3592021Revenue 2022: $34,180Expenses 2022: $4,829Net Income 2022: $29,3512022Revenue 2023: $43,137Expenses 2023: $5,851Net Income 2023: $37,2862023Revenue 2024: $39,718Expenses 2024: $8,633Net Income 2024: $31,0852024

Highlighted filing

2023

Revenue$43,137
Expenses$5,851
Net Income$37,286
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY V CALDWELLCEO-$0--
J W REEVES CALDWELLSecretary-$0--
REBECCA C SHARPCFO-$0--
Filing and Contact Details

Filer

Filer Name
The Five Solas Foundation
EIN
84-2634089
Phone
8055291348
Address
3258 WINDMIST AVE, THOUSAND OAKS, CA 91362

Signing Officer

Name
Mary V Caldwell
Title
CEO
Phone
8055291348
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
M Smith Tax & Accounting
Address
1600 ROSECRANS AVE 4TH FLOOR, MANHATTAN BEACH, CA 90266
Preparer
Matthew C Smith
Phone
3106207950
Raw XML Appendix309 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04759
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06131
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04760
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06130
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04759
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0FREDRICKSON ENTERPRISES INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARY V CALDWELL
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1J W REEVES CALDWELL
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2REBECCA C SHARP
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03258 WINDMIST AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt13258 WINDMIST AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt23258 WINDMIST AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt32060 E AVENIDA DE LOS ARBOLES SUITE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0THOUSAND OAKS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1THOUSAND OAKS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2THOUSAND OAKS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3THOUSAND OAKS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091362
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd191362
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd291362
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd391362
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt25000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt316000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENERGY TRANSFER LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ENERGY TRANSFER LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2ENERGY TRANSFER LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc3ENERGY TRANSFER LP - SEC 751
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt053
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-79
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt240
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt37345
TaxesSchedule/TaxesDetail/Amt091
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY V CALDWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08055291348
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FIVE SOLAS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FIVE
ReturnHeader/Filer/EIN0842634089
ReturnHeader/Filer/PhoneNum08055291348
ReturnHeader/Filer/USAddress/AddressLine1Txt03258 WINDMIST AVE
ReturnHeader/Filer/USAddress/CityNm0THOUSAND OAKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091362
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463692930
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M SMITH TAX & ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01600 ROSECRANS AVE 4TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANHATTAN BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090266
ReturnHeader/PreparerPersonGrp/PhoneNum03106207950
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW C SMITH
ReturnHeader/ReturnTs02024-05-14T21:59:00-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY V
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CALDWELL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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