Civic Intelligence

The Coolidge Foundation

990PF • Fiscal year 2023 • EIN 84-6914930

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 21, 2024

Organization Profile
9811 Katy Freeway Suite 1050Houston, TX 77024

(832) 463-4030

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

1st percentile

-782%

Higher net margin than 1% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

1st percentile

-57%

Faster asset growth than 1% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

224%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$2,868,155

Flat from 2023

Net Assets

$2,868,155

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin1st percentile

Revenue

Flat

$361,011

Flat from 2023

Expenses

Flat

$3,185,339

Flat from 2023

Net Income

Flat

-$2,824,328

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth1st 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: $0Net Assets 2023: $2,868,1552023Assets 2023: $2,868,155Liabilities 2023: $12023Assets 2024: $4,067,064Liabilities 2024: $0Net Assets 2024: $4,067,0642024

Highlighted filing

2023

Assets$2,868,155
Liabilities$0
Net Assets$2,868,155
Open 2023 Filing

Operations Trend

Revenue Growth94th 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 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

2023

Revenue$361,011
Expenses$3,185,339
Net Income-$2,824,328
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 21, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID L COOLIDGETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Coolidge Foundation
EIN
84-6914930
Phone
8324634030
Address
9811 KATY FREEWAY SUITE 1050, HOUSTON, TX 77024

Signing Officer

Name
David L Coolidge
Title
Trustee
Phone
4159812966
Signed
2024-11-21
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
5847 SAN FELIPE STREET SUITE 4400, HOUSTON, TX 77057
Preparer
Jason C Graham
Phone
8324634030
Raw XML Appendix339 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/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077847
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0254626
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0254626
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03672380
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0162347
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06633331
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02798604
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03672380
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0162347
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03053230
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02798604
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06633331
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03834727
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt08557
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08557
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01041068
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES FROM PASSTHROUGH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LLC FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1672
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt058771
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt058771
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1672
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0240321
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0241230
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0240321
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt036001
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt159814
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES - KRAMER, BLUM, & ASSOCIATES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt036001
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt159814
TaxesSchedule/TaxesDetail/Amt05524
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID L COOLIDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04159812966
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE COOLIDGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0COOL
ReturnHeader/Filer/EIN0846914930
ReturnHeader/Filer/PhoneNum08324634030
ReturnHeader/Filer/USAddress/AddressLine1Txt09811 KATY FREEWAY SUITE 1050
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077024
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05847 SAN FELIPE STREET SUITE 4400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077057
ReturnHeader/PreparerPersonGrp/PhoneNum08324634030
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON C GRAHAM
ReturnHeader/ReturnTs02024-11-21T11:23:01-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,868,155
Liabilities
$0
Net assets
$2,868,155
Revenue
$361,011
Expenses
$3,185,339
Net income
-$2,824,328
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
2023Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.36$3.19$2.82
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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