Civic Intelligence

The Greenbaum Foundation

990PF • Fiscal year 2014 • EIN 87-6217358

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 14, 2015

Organization Profile
PO Box 9910Rancho Santa Fe, CA 92067

(858) 759-8835

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

12th percentile

0.00x

Higher debt load relative to revenue than 12% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Net Margin

86th percentile

45%

Higher net margin than 86% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2014 filings • $25M-$50M nonprofits • Source year 2014

Asset Growth

68th percentile

8.2%

Faster asset growth than 68% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-40%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$38,683,874

Up $2,931,718 (+8.2%) from 2013

Net Assets

$38,683,452

No earlier filing loaded for comparison.

Liabilities

Flat

$422

Flat from 2013

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin86th percentile

Revenue

Down

$4,838,531

Down $3,220,517 (-40%) from 2013

Expenses

Up

$2,658,971

Up $380,123 (+17%) from 2013

Net Income

Down

$2,179,560

Down $3,600,640 (-62%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$80M$60M$40M$20M$0Assets 2011: $28,068,704Liabilities 2011: $4222011Assets 2012: $28,678,744Liabilities 2012: $4222012Assets 2013: $35,752,156Liabilities 2013: $4222013Assets 2014: $38,683,874Liabilities 2014: $422Net Assets 2014: $38,683,4522014Assets 2015: $37,081,379Liabilities 2015: $615,000Net Assets 2015: $36,466,3792015Assets 2016: $37,314,571Liabilities 2016: $0Net Assets 2016: $37,314,5712016Assets 2017: $37,198,056Liabilities 2017: $0Net Assets 2017: $37,198,0562017Assets 2018: $32,240,925Liabilities 2018: $48,879Net Assets 2018: $32,192,0462018Assets 2019: $47,318,734Liabilities 2019: $0Net Assets 2019: $47,318,7342019Assets 2020: $55,484,224Liabilities 2020: $0Net Assets 2020: $55,484,2242020Assets 2021: $61,524,370Liabilities 2021: $0Net Assets 2021: $61,524,3702021Assets 2022: $47,846,641Liabilities 2022: $0Net Assets 2022: $47,846,6412022Assets 2023: $52,513,268Liabilities 2023: $0Net Assets 2023: $52,513,2682023Assets 2024: $55,854,034Liabilities 2024: $0Net Assets 2024: $55,854,0342024

Highlighted filing

2014

Assets$38,683,874
Liabilities$422
Net Assets$38,683,452
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

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

$20M$10M$0-$10MRevenue 2011: $294,269Expenses 2011: $2,111,975Net Income 2011: -$1,817,7062011Revenue 2012: $920,942Expenses 2012: $2,141,958Net Income 2012: -$1,221,0162012Revenue 2013: $8,059,048Expenses 2013: $2,278,848Net Income 2013: $5,780,2002013Revenue 2014: $4,838,531Expenses 2014: $2,658,971Net Income 2014: $2,179,5602014Revenue 2015: $2,255,730Expenses 2015: $3,366,761Net Income 2015: -$1,111,0312015Revenue 2016: $3,645,294Expenses 2016: $3,536,102Net Income 2016: $109,1922016Revenue 2017: $1,638,515Expenses 2017: $3,030,240Net Income 2017: -$1,391,7252017Revenue 2018: -$1,322,967Expenses 2018: $3,683,043Net Income 2018: -$5,006,0102018Revenue 2019: $14,866,816Expenses 2019: $3,807,303Net Income 2019: $11,059,5132019Revenue 2020: $18,405,666Expenses 2020: $4,104,680Net Income 2020: $14,300,9862020Revenue 2021: $9,178,811Expenses 2021: $4,281,887Net Income 2021: $4,896,9242021Revenue 2022: $1,295,329Expenses 2022: $5,535,114Net Income 2022: -$4,239,7852022Revenue 2023: $4,332,420Expenses 2023: $5,772,834Net Income 2023: -$1,440,4142023Revenue 2024: $7,151,751Expenses 2024: $6,389,777Net Income 2024: $761,9742024

Highlighted filing

2014

Revenue$4,838,531
Expenses$2,658,971
Net Income$2,179,560
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 14, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R GREENBAUM JRTrusteeFT$0--
LUCIE BERREBYBoard MemberFT$0--
Filing and Contact Details

Filer

Filer Name
The Greenbaum Foundation
EIN
87-6217358
Phone
8587598835
Address
PO BOX 9910, RANCHO SANTA FE, CA 92067

Signing Officer

Name
James R Greenbaum
Title
Trustee
Signed
2015-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Jeff Hill CPA LLC
Address
425 S Medical Dr Ste 219, Bountiful, UT 84010
Preparer
Jeffrey B Hill
Phone
8012985555
Raw XML Appendix317 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.

Path#Value
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0SEVERAL CONTRIBUTIONS WERE MADE TO FOREIGN CHARITIES. WE HAVE IDENTIFIED THOSE CONTRIBUTIONS ON THE ATTACHED "GREENBAUM FOUNDATION CHARITABLE CONTRIBUTIONS" SCHEDULE FOR THE YEAR ENDED 12/31/14. THE CHARITABLE CONTRIBUTIONS WERE MADE USING THE "EQUIVALENCY DETERMINATION" RULES. ALL RELEVANT DOCUMENTATION IS ON FILE WITH THE FOUNDATION.SINCE THE ANNUAL GROSS REVENUES EXCEEDED $2 MILLION IN 2014, AN AUDIT WILL BE PERFORMED FOR THE TAX YEAR ENDING 12/31/14.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES R GREENBAUM JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LUCIE BERREBY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CHAR CONTR CURRENT YEAR - SEE ATTAC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1TOSTAN APPROVED FOR PMT IN 2015 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12121 DECATUR PL NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120008
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0JAMES R GREENBAUM JR
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03632953
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/AppliedToCurrentYearAmt01743202
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01743202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0704926
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0587046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0536126
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0634859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0675464
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0675464
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03352708
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0889751
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0704926
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0587046
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0536126
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0634859
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02632953
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0889751
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04028172
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03138421
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0514000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LOANS TO CHARITIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1RECEIVABLE FROM CHARITABLE ORGANIZATIONS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt050000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt050000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt012
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP INCOME (LOSS)
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-51415
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0750164
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12006
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED GAINS/LOSSES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1NON-DIVIDEND DISTRIBUTION
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0422
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OTHER LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0422
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010800
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1613
TaxesSchedule/TaxesDetail/Amt23100
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1613
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt23100
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R GREENBAUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GREENBAUM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GREE
ReturnHeader/Filer/EIN0876217358
ReturnHeader/Filer/PhoneNum08587598835
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 9910
ReturnHeader/Filer/USAddress/CityNm0RANCHO SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092067
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jeff Hill CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0425 S Medical Dr Ste 219
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bountiful
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084010
ReturnHeader/PreparerPersonGrp/PhoneNum08012985555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey B Hill
ReturnHeader/ReturnTs02015-11-14T14:17:13-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,683,874
Liabilities
$422
Net assets
$38,683,452
Revenue
$4,838,531
Expenses
$2,658,971
Net income
$2,179,560
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$55.9$0.00$55.9$7.15$6.39$0.76
2023Detailed filing. Detailed filing data is available for this year.$52.5$0.00$52.5$4.33$5.77$1.44
2022Detailed filing. Detailed filing data is available for this year.$47.8$0.00$47.8$1.30$5.54$4.24
2021Detailed filing. Detailed filing data is available for this year.$61.5$0.00$61.5$9.18$4.28$4.90
2020Detailed filing. Detailed filing data is available for this year.$55.5$0.00$55.5$18.4$4.10$14.3
2019Detailed filing. Detailed filing data is available for this year.$47.3$0.00$47.3$14.9$3.81$11.1
2018Detailed filing. Detailed filing data is available for this year.$32.2$0.05$32.2$1.32$3.68$5.01
2017Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$1.64$3.03$1.39
2016Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$3.65$3.54$0.11
2015Detailed filing. Detailed filing data is available for this year.$37.1$0.62$36.5$2.26$3.37$1.11
2014Detailed filing. Detailed filing data is available for this year.$38.7$0.00$38.7$4.84$2.66$2.18
2013Summary only. Only limited summary data is available for this year.$35.8$0.00$8.06$2.28$5.78
2012Summary only. Only limited summary data is available for this year.$28.7$0.00$0.92$2.14$1.22
2011Summary only. Only limited summary data is available for this year.$28.1$0.00$0.29$2.11$1.82