Civic Intelligence

Under This Umbrella Community Foundation

990PF • Fiscal year 2024 • EIN 84-3264819

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 22, 2025

Organization Profile
112 Harvard Ave Ste 386Claremont, CA 91711

(909) 226-3336

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

65th percentile

12%

Higher net margin than 65% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

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.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

60th percentile

4.8%

Faster asset growth than 60% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-56%

Faster revenue growth than 10% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$40,315

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

Net Assets

Up

$40,315

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

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin65th 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

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$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 Growth10th percentile

Revenue, expenses, and net income across loaded years, with this 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
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 Pay79th 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PATRICIA L SELLER
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FURNITURE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0GODADDY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10SIMPLE PRACTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11PSYCHOLOGY TODAY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13UTILITIES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13600
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA L SELLERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNDER THIS UMBRELLA COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UNDE
ReturnHeader/Filer/EIN0843264819
ReturnHeader/Filer/USAddress/AddressLine1Txt0112 HARVARD AVE STE 386
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03840 Lemon Street Ste H
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Riverside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092501
ReturnHeader/PreparerPersonGrp/PhoneNum09092263336
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Johnnie W Stephens
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-22T03:05:53-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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