Civic Intelligence

D&G Charitable Foundation

990PF • Fiscal year 2023 • EIN 87-3711407

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 04, 2024

Organization Profile
940 Oxford RoadSan Marino, CA 91108

(626) 347-3888

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

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

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

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

Net Margin

96th percentile

93%

Higher net margin than 96% 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

91st percentile

49%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

9th percentile

-47%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,983,745

Up $982,034 (+49%) from 2022

Net Assets

Up

$2,983,745

Up $982,034 (+49%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin96th percentile

Revenue

Down

$1,058,794

Down $938,472 (-47%) from 2022

Expenses

Up

$76,760

Up $71,205 (+1282%) from 2022

Net Income

Down

$982,034

Down $1,009,677 (-51%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2022: $2,001,711Liabilities 2022: $0Net Assets 2022: $2,001,7112022Assets 2023: $2,983,745Liabilities 2023: $1Net Assets 2023: $2,983,7452023Assets 2024: $3,371,324Liabilities 2024: $0Net Assets 2024: $3,371,3242024

Highlighted filing

2023

Assets$2,983,745
Liabilities$1
Net Assets$2,983,745
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

$2.0M$1.5M$1.0M$500K$0Revenue 2022: $1,997,266Expenses 2022: $5,555Net Income 2022: $1,991,7112022Revenue 2023: $1,058,794Expenses 2023: $76,760Net Income 2023: $982,0342023Revenue 2024: $473,388Expenses 2024: $127,062Net Income 2024: $346,3262024

Highlighted filing

2023

Revenue$1,058,794
Expenses$76,760
Net Income$982,034
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 4, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS LINTrustee-$0--
GRACE LINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
D&g Charitable Foundation
EIN
87-3711407
Phone
6263473888
Address
940 OXFORD ROAD, SAN MARINO, CA 91108

Signing Officer

Name
Dennis Lin
Title
Trustee
Phone
6263473888
Signed
2024-04-04
Discuss with paid preparer
Yes

Preparer

Firm
Kobayashi & Company
Address
3871 E COLORADO BLVD 200, PASADENA, CA 91107
Preparer
Teruo Kobayashi
Phone
6266835757
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3113 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3229 TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm339 THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3472 TORONTO DOMINION BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3547 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3613 UNITED RENTALS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3724 UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3853 VISA INC CL A SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3962 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4072 WELLTOWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4159 ZOETIS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0142090
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0144852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt035995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt139246
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27437
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35421
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt44076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt546531
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt622017
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt727188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt87201
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt956240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt105364
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt118367
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt122767
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1310058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt149624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt157125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1630738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1713477
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt183157
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1975698
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt203370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt213397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2226218
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2349169
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2417384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2529589
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt266567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2797637
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2821825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0551 COMM SERVICES SELECT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1232 CONSUMER DISCRETIONARY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2176 FIDELITY MSCI UTILITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt371 FIRST TRUST CLOUD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4177 FRANKLIN TEMPLETON ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51904 FRANKLIN FTSE U K ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6696 FRANKLIN TEMPLETON ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71004 FRANKLIN FTSE JAPAN ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8234 GLOBAL X FUNDS SHS US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9423 HEALTH CARE SELECT SPDR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10125 INVESCO KBW BANK ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11181 ISHARES MSCI SWITZERLAND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1278 ISHARES MSCI SWEDEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1379 ISHARES BIOTECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14173 ISHARES EDGE MSCI MIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1562 ISHARES US AEROSPACE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16674 ISHARES MSCI EUROZONE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17273 ISHARES INC CORE MSCI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1879 ISHARES TR U S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt191583 J.P. MORGAN EXCHANGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20116 PACER DATA & INFRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2191 REAL ESTATE SELECT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22320 SECTOR SPDR ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt231457 SPDR US FINANCIAL SECTOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24111 VANECK SEMICONDUCTOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25152 VANGUARD CONSUMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2636 VANGUARD MATERIALS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27221 VANGUARD INFORMATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28106 VANGUARD INDUSTRIAL ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt040036
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt141483
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt44359
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt547876
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt623135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt728102
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt88064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt957689
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt106149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt118737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123079
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1310732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt149617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt157849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1631975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1713808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt183181
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1978374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt203458
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt213645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2226829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2354783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2419411
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2529026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt266838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27106964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2823366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt010466
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-8133
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt056449
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt012
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt058794
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt058794
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt059000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt059000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01000000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010466
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010466

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Filings

Displayed year

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

Open filing
Assets
$2,983,745
Liabilities
$1
Net assets
$2,983,745
Revenue
$1,058,794
Expenses
$76,760
Net income
$982,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.00$3.37$0.47$0.13$0.35
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$1.06$0.08$0.98
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$2.00$0.01$1.99