Civic Intelligence

Soleri Foundation

990PF • Fiscal year 2021 • EIN 87-2376150

Aug 19, 2021 to Dec 31, 2021 • Filed on Oct 31, 2022

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

$416,721

No earlier filing loaded for comparison.

Net Assets

$416,721

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin98th percentile

Revenue

$423,797

No earlier filing loaded for comparison.

Expenses

$7,076

No earlier filing loaded for comparison.

Net Income

$416,721

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2021: $416,721Liabilities 2021: $0Net Assets 2021: $416,7212021Assets 2022: $861,752Liabilities 2022: $0Net Assets 2022: $861,7522022Assets 2023: $1,038,320Liabilities 2023: $0Net Assets 2023: $1,038,3202023Assets 2024: $1,040,874Liabilities 2024: $0Net Assets 2024: $1,040,8742024

Highlighted filing

2021

Assets$416,721
Liabilities$0
Net Assets$416,721
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0Revenue 2021: $423,797Expenses 2021: $7,076Net Income 2021: $416,7212021Revenue 2022: $451,580Expenses 2022: $6,549Net Income 2022: $445,0312022Revenue 2023: $188,011Expenses 2023: $11,443Net Income 2023: $176,5682023Revenue 2024: $43,288Expenses 2024: $40,734Net Income 2024: $2,5542024

Highlighted filing

2021

Revenue$423,797
Expenses$7,076
Net Income$416,721
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 19, 2021 to Dec 31, 2021
Signed
Oct 31, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James M CurtinCo- Pres, Dir, Treas-$0--
Hlee VangCo- Pres, Sec, Director-$0--
Filing and Contact Details

Filer

Filer Name
Soleri Foundation
EIN
87-2376150
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
James M Curtin
Title
Treasurer
Phone
8008391754
Signed
2022-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Administrative Set-Up Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Delaware Incorporation Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3IRS Application Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0370
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15400
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0370
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0206
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0206
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Curtin James M
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt01886 Carrington Drive
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Sun Prairie
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0WI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd053590
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES M CURTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Soleri Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SOLE
ReturnHeader/Filer/EIN0872376150
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION SOURCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HOLLOW LN STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02022-11-08T15:18:11-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CURTIN
ReturnHeader/TaxPeriodBeginDt02021-08-19
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$416,721
Liabilities
$0
Net assets
$416,721
Revenue
$423,797
Expenses
$7,076
Net income
$416,721
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04$0.04$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.19$0.01$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.45$0.01$0.45
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.42$0.01$0.42