Civic Intelligence

Blaire and Benno Dorer Foundation

990PF • Fiscal year 2021 • EIN 84-3760581

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

Organization Profile
12 Nunes DrNovato, CA 94945

(925) 299-1040

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

98th percentile

312%

Faster asset growth than 98% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

15590%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,901,902

Up $2,953,880 (+312%) from 2020

Net Assets

Up

$3,901,902

Up $2,953,880 (+312%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin98th percentile

Revenue

Up

$3,449,837

Up $3,427,849 (+15590%) from 2020

Expenses

Up

$62,818

Up $58,811 (+1468%) from 2020

Net Income

Up

$3,387,019

Up $3,369,038 (+18737%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $1,000,000Liabilities 2019: $02019Assets 2020: $948,022Liabilities 2020: $1Net Assets 2020: $948,0222020Assets 2021: $3,901,902Liabilities 2021: $1Net Assets 2021: $3,901,9022021Assets 2022: $3,761,940Liabilities 2022: $1Net Assets 2022: $3,761,9402022Assets 2023: $3,750,642Liabilities 2023: $1Net Assets 2023: $3,750,6422023Assets 2024: $3,737,374Liabilities 2024: $0Net Assets 2024: $3,737,3742024

Highlighted filing

2021

Assets$3,901,902
Liabilities$1
Net Assets$3,901,902
Open 2021 Filing

Operations Trend

Revenue Growth100th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $1,000,000Expenses 2019: $0Net Income 2019: $1,000,0002019Revenue 2020: $21,988Expenses 2020: $4,007Net Income 2020: $17,9812020Revenue 2021: $3,449,837Expenses 2021: $62,818Net Income 2021: $3,387,0192021Revenue 2022: $68,587Expenses 2022: $149,961Net Income 2022: -$81,3742022Revenue 2023: $150,944Expenses 2023: $162,242Net Income 2023: -$11,2982023Revenue 2024: $222,998Expenses 2024: $236,266Net Income 2024: -$13,2682024

Highlighted filing

2021

Revenue$3,449,837
Expenses$62,818
Net Income$3,387,019
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Benno DorerPresident-$0--
Catherine SetoSecretary-$0--
Norbert DorerTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Second Mountain Foundation
EIN
84-3760581
Phone
9252991040
Address
12 Nunes Dr, Novato, CA 94945

Signing Officer

Name
Benno Dorer
Title
President
Signed
2022-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Comyns Smith McCleary & Deaver LLP
Address
1777 Botelho Drive Suite 350, Walnut Creek, CA 94596
Preparer
Brent M Baxter
Phone
9252991040
Raw XML Appendix318 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21188.567 Dimensional Emerging Mkts Val Prtf Instl
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3915.135 Aspiriant Defensive Alloc Fd RMDFX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4198.816 Aspiriant Risk Mgd Allc Adv RMEAX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51914 Clorox Co
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc77370 Clorox Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc812588.123 DFA Emerg Mkts core Equ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc96473.386 Dimensional Emerging Mkts Val Prtf Instl
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Capital Gain Dividends
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094945
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Benno Dorer
IRS990PF/StatementsRegardingActyGrp/PhoneNum09252991040
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112975
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Direct donation to support charitable work.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Fidelity Charitable Giving Acct B D
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Tides Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11012 Torney Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Francisco
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194129
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt052365
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02197
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt050168
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt087899
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052365
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt085702
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt050168
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Management Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04774
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04774
TaxesSchedule/TaxesDetail/Amt0415
TaxesSchedule/TaxesDetail/Amt1264
TaxesSchedule/TaxesDetail/CategoryTxt0foreign taxes - various countries
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Excise Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0415
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1264
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Benno Dorer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Second Mountain Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SECO
ReturnHeader/Filer/EIN0843760581
ReturnHeader/Filer/PhoneNum09252991040
ReturnHeader/Filer/USAddress/AddressLine1Txt012 Nunes Dr
ReturnHeader/Filer/USAddress/CityNm0Novato
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094945
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680307221
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Comyns Smith McCleary & Deaver LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01777 Botelho Drive Suite 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Walnut Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094596
ReturnHeader/PreparerPersonGrp/PhoneNum09252991040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brent M Baxter
ReturnHeader/ReturnTs02022-11-08T12:57:30-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Benno
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Dorer
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,901,902
Liabilities
$1
Net assets
$3,901,902
Revenue
$3,449,837
Expenses
$62,818
Net income
$3,387,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.22$0.24$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.15$0.16$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.07$0.15$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$3.45$0.06$3.39
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.02$0.00$0.02
2019Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.00$1.00