Civic Intelligence

Under This Umbrella Community Foundation

EIN 84-3264819 • Claremont, CA

Pub. 78 Eligible
112 Harvard Ave Ste 386Claremont, CA 91711
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

65th percentile

4.8%

Faster asset growth than 65% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-56%

Faster revenue growth than 16% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$40,315

Up $1,850 (+4.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$40,315

Up $1,850 (+4.8%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin66th percentile

Revenue

Down

$15,475

Down $19,653 (-56%) from 2023

Expenses

Down

$13,625

Down $1,763 (-11%) from 2023

Net Income

Down

$1,850

Down $17,890 (-91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$60K$40K$20K$0Assets 2019: $1Liabilities 2019: $02019Assets 2020: $3,516Liabilities 2020: $1Net Assets 2020: $3,5162020Assets 2021: $16,541Liabilities 2021: $1Net Assets 2021: $16,5412021Assets 2022: $16,625Liabilities 2022: $1Net Assets 2022: $16,6252022Assets 2023: $38,465Liabilities 2023: $1Net Assets 2023: $38,4652023Assets 2024: $40,315Liabilities 2024: $0Net Assets 2024: $40,3152024

Highlighted filing

2024

Assets$40,315
Liabilities$0
Net Assets$40,315
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2019: $0Expenses 2019: $4,375Net Income 2019: -$4,3752019Revenue 2020: $7,891Expenses 2020: $0Net Income 2020: $7,8912020Revenue 2021: $20,803Expenses 2021: $7,778Net Income 2021: $13,0252021Revenue 2022: $22,572Expenses 2022: $9,463Net Income 2022: $13,1092022Revenue 2023: $35,128Expenses 2023: $15,388Net Income 2023: $19,7402023Revenue 2024: $15,475Expenses 2024: $13,625Net Income 2024: $1,8502024

Highlighted filing

2024

Revenue$15,475
Expenses$13,625
Net Income$1,850
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$40,315
Liabilities
$0
Net assets
$40,315
Revenue
$15,475
Expenses
$13,625
Net income
$1,850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$40.3$0.00$40.3$15.5$13.6$1.85
2023Detailed filing. Detailed filing data is available for this year.$38.5$0.00$38.5$35.1$15.4$19.7
2022Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$22.6$9.46$13.1
2021Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$20.8$7.78$13.0
2020Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$7.89$0.00$7.89
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$4.38$4.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 22, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA L SELLERCEOPT$0--
PATRICIA L SELLERCFOPT$0--
CELESTE GREENSecPT$0--
Filing and Contact Details

Filer

Filer Name
Under This Umbrella Community Foundation
EIN
84-3264819
Address
112 HARVARD AVE STE 386, Claremont, CA 91711

Signing Officer

Name
Patricia L Sellers
Title
CEO
Signed
2025-03-22
Discuss with paid preparer
No

Preparer

Firm
Direct Accounting & Consulting
Address
3840 Lemon Street Ste H, Riverside, CA 92501
Preparer
Johnnie W Stephens
Phone
9092263336
Raw XML Appendix148 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/BuildTS02025-03-06 01:10:19Z
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