Civic Intelligence

The Coolidge Foundation

990PF • Fiscal year 2020 • EIN 84-6914930

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

Organization Profile
9811 Katy FreewayHouston, TX 77024

(415) 981-2966

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

97th percentile

96%

Higher net margin than 97% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

95th percentile

98%

Faster asset growth than 95% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

89%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$6,064,157

Up $3,008,389 (+98%) from 2019

Net Assets

$6,064,157

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin97th percentile

Revenue

Up

$5,752,332

Up $2,708,619 (+89%) from 2019

Expenses

Up

$257,283

Up $257,283 from 2019

Net Income

Up

$5,495,049

Up $2,451,336 (+81%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$15M$10M$5.0M$0Assets 2019: $3,055,768Liabilities 2019: $02019Assets 2020: $6,064,157Liabilities 2020: $0Net Assets 2020: $6,064,1572020Assets 2021: $10,810,681Liabilities 2021: $0Net Assets 2021: $10,810,6812021Assets 2022: $6,733,551Liabilities 2022: $0Net Assets 2022: $6,733,5512022Assets 2023: $2,868,155Liabilities 2023: $12023Assets 2024: $4,067,064Liabilities 2024: $0Net Assets 2024: $4,067,0642024

Highlighted filing

2020

Assets$6,064,157
Liabilities$0
Net Assets$6,064,157
Open 2020 Filing

Operations Trend

Revenue Growth91st percentile

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

$10M$5.0M$0-$5.0MRevenue 2019: $3,043,713Expenses 2019: $0Net Income 2019: $3,043,7132019Revenue 2020: $5,752,332Expenses 2020: $257,283Net Income 2020: $5,495,0492020Revenue 2021: $5,281,659Expenses 2021: $455,418Net Income 2021: $4,826,2412021Revenue 2022: $111,334Expenses 2022: $4,116,266Net Income 2022: -$4,004,9322022Revenue 2023: $361,011Expenses 2023: $3,185,339Net Income 2023: -$2,824,3282023Revenue 2024: $1,007,782Expenses 2024: $1,353,556Net Income 2024: -$345,7742024

Highlighted filing

2020

Revenue$5,752,332
Expenses$257,283
Net Income$5,495,049
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David L CoolidgeTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Coolidge Foundation
EIN
84-6914930
Phone
4159812966
Address
9811 Katy Freeway, Houston, TX 77024

Signing Officer

Name
David L Coolidge
Title
Trustee
Signed
2021-05-17
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Carol Duffield
Phone
4159830200
Raw XML Appendix325 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077847
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277055
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0200000
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/AppliedToCurrentYearAmt0204782
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04948
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0217365
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0209730
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012583
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04948
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0David L Coolidge
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 6106
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0San Rafael
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094903
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03032351
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02032351
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0563 sh, APD; 108 Sh GOOGL; 208 Sh GOOG; 57 Sh ADI; 480 Sh BK; 875 Sh CSCO; 1744 Sh CMCSA; 874 Sh DHR
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-04-15
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Partnership Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Wire Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01598
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1355
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01598
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1355
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Partnership Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt012276
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt016886
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt07600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07600
TaxesSchedule/TaxesDetail/Amt038000
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
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/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0David L Coolidge
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Coolidge Foundation
ReturnHeader/Filer/BusinessNameControlTxt0COOL
ReturnHeader/Filer/EIN0846914930
ReturnHeader/Filer/PhoneNum04159812966
ReturnHeader/Filer/USAddress/AddressLine1Txt09811 Katy Freeway
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371420474
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fontanello Duffield & Otake LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt044 Montgomery Street Suite 1305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159830200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carol Duffield
ReturnHeader/ReturnTs02021-05-17T12:51:00-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Coolidge
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,064,157
Liabilities
$0
Net assets
$6,064,157
Revenue
$5,752,332
Expenses
$257,283
Net income
$5,495,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$0.00$4.07$1.01$1.35$0.35
2023Summary only. Only limited summary data is available for this year.$2.87$0.00$0.36$3.19$2.82
2022Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.11$4.12$4.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$5.28$0.46$4.83
2020Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$5.75$0.26$5.50
2019Summary only. Only limited summary data is available for this year.$3.06$0.00$3.04$0.00$3.04