Civic Intelligence

Nancy Eccles and Homer M Hayward Family Foundation

990PF • Fiscal year 2016 • EIN 87-6227330

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile
42 Glen DriveMill Valley, CA 94941

(415) 771-5335

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2016 filings • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • $50M-$100M nonprofits • Source year 2016

Net Margin

7th percentile

-47%

Higher net margin than 7% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$55,000

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2016 filings • $50M-$100M nonprofits • Source year 2016

Asset Growth

26th percentile

-1.9%

Faster asset growth than 26% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-19%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$53,195,389

Down $1,030,421 (-1.9%) from 2015

Net Assets

$53,195,389

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin7th percentile

Revenue

Down

$2,189,612

Down $514,973 (-19%) from 2015

Expenses

Down

$3,220,033

Down $3,165 (-0.1%) from 2015

Net Income

Down

-$1,030,421

Down $511,808 (-99%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$100M$50M$0Assets 2011: $47,363,729Liabilities 2011: $02011Assets 2012: $49,827,263Liabilities 2012: $02012Assets 2013: $51,800,623Liabilities 2013: $02013Assets 2014: $54,744,423Liabilities 2014: $02014Assets 2015: $54,225,810Liabilities 2015: $02015Assets 2016: $53,195,389Liabilities 2016: $0Net Assets 2016: $53,195,3892016Assets 2017: $52,366,207Liabilities 2017: $0Net Assets 2017: $52,366,2072017Assets 2018: $50,929,385Liabilities 2018: $0Net Assets 2018: $50,929,3852018Assets 2019: $49,627,267Liabilities 2019: $0Net Assets 2019: $49,627,2672019Assets 2020: $62,022,569Liabilities 2020: $0Net Assets 2020: $62,022,5692020Assets 2021: $66,814,625Liabilities 2021: $0Net Assets 2021: $66,814,6252021Assets 2022: $67,270,454Liabilities 2022: $0Net Assets 2022: $67,270,4542022Assets 2023: $85,421,658Liabilities 2023: $0Net Assets 2023: $85,421,6582023Assets 2024: $94,887,128Liabilities 2024: $2,208,000Net Assets 2024: $92,679,1282024

Highlighted filing

2016

Assets$53,195,389
Liabilities$0
Net Assets$53,195,389
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,749,263Expenses 2011: $2,626,188Net Income 2011: $123,0752011Revenue 2012: $5,175,366Expenses 2012: $2,711,832Net Income 2012: $2,463,5342012Revenue 2013: $5,083,179Expenses 2013: $3,109,819Net Income 2013: $1,973,3602013Revenue 2014: $6,151,130Expenses 2014: $3,207,330Net Income 2014: $2,943,8002014Revenue 2015: $2,704,585Expenses 2015: $3,223,198Net Income 2015: -$518,6132015Revenue 2016: $2,189,612Expenses 2016: $3,220,033Net Income 2016: -$1,030,4212016Revenue 2017: $2,155,376Expenses 2017: $3,244,599Net Income 2017: -$1,089,2232017Revenue 2018: $2,277,464Expenses 2018: $3,469,059Net Income 2018: -$1,191,5952018Revenue 2019: $2,174,118Expenses 2019: $3,562,259Net Income 2019: -$1,388,1412019Revenue 2020: $15,944,227Expenses 2020: $3,538,322Net Income 2020: $12,405,9052020Revenue 2021: $8,807,329Expenses 2021: $4,059,118Net Income 2021: $4,748,2112021Revenue 2022: $5,546,192Expenses 2022: $5,068,597Net Income 2022: $477,5952022Revenue 2023: $4,184,970Expenses 2023: $5,505,770Net Income 2023: -$1,320,8002023Revenue 2024: $4,671,628Expenses 2024: $5,226,016Net Income 2024: -$554,3882024

Highlighted filing

2016

Revenue$2,189,612
Expenses$3,220,033
Net Income-$1,030,421
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY HAYWARDExecutive DirectorPT$55,000-$55,000
PRIVATE TRUST COMPANYTrustee-$42,223-$42,223
BILL HAYWARDDirector-$0--
HOPE HAYWARDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Nancy Eccles and Homer M Hayward Family
EIN
87-6227330
In Care Of
% THE PRIVATE TRUST COMPANY
Phone
4157715335
Address
42 GLEN DRIVE, MILL VALLEY, CA 94941

Signing Officer

Name
Wendy Hayward
Title
Trustee
Phone
4157715335
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Seiler Llp
Address
THREE LAGOON DR STE 400, REDWOOD CITY, CA 94065
Preparer
David M Sacarelos
Phone
6503654646
Raw XML AppendixShowing 400 of 402 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICALLY TRADED SECURITIES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PRIVATE TRUST COMPANY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BILL HAYWARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3HOPE HAYWARD
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE PRIVATE TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum04157715335
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt02915083
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0SEE STATEMENT 12
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE STATEMENT 11
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE STATEMENT
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02747347
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0199
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2224
OtherIncomeSchedule2/OtherIncomeDetail/Desc0KEYSTONE PRIVATE EQUITY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1KEYSTONE REAL ESTATE LENDING FUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc2KKR & CO
OtherIncomeSchedule2/OtherIncomeDetail/Desc3KKR & CO
OtherIncomeSchedule2/OtherIncomeDetail/Desc4THE BLACKSTONE GROUP, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc5THE BLACKSTONE GROUP, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc6ENERGRY TRANSFER PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc7ENERGRY TRANSFER PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc8KEYSTONE PRIVATE EQUITY
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt13866
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt29757
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-101
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt433513
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt5204445
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-45648
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13866
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt29896
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3126
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt46425
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt533513
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt6206447
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt72736
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0276963
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FINANCIAL ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0276963
TaxesSchedule/TaxesDetail/Amt035000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENTS
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY HAYWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04157715335
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NANCY ECCLES AND HOMER M HAYWARD FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NANC
ReturnHeader/Filer/EIN0876227330
ReturnHeader/Filer/InCareOfNm0% THE PRIVATE TRUST COMPANY
ReturnHeader/Filer/PhoneNum04157715335
ReturnHeader/Filer/USAddress/AddressLine1Txt042 GLEN DRIVE
ReturnHeader/Filer/USAddress/CityNm0MILL VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094941
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AF35455A6F6EC0CDB4A180204A35D7FB09181C2F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AF35455A6F6EC0CDB4A180204A35D7FB09181C2F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId094293920173195000005
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.97.82.67
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEILER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0THREE LAGOON DR STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDWOOD CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094065
ReturnHeader/PreparerPersonGrp/PhoneNum06503654646
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M SACARELOS
ReturnHeader/ReturnTs02017-11-15T15:06:41-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,195,389
Liabilities
$0
Net assets
$53,195,389
Revenue
$2,189,612
Expenses
$3,220,033
Net income
-$1,030,421
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$94.9$2.21$92.7$4.67$5.23$0.55
2023Detailed filing. Detailed filing data is available for this year.$85.4$0.00$85.4$4.18$5.51$1.32
2022Detailed filing. Detailed filing data is available for this year.$67.3$0.00$67.3$5.55$5.07$0.48
2021Detailed filing. Detailed filing data is available for this year.$66.8$0.00$66.8$8.81$4.06$4.75
2020Detailed filing. Detailed filing data is available for this year.$62.0$0.00$62.0$15.9$3.54$12.4
2019Detailed filing. Detailed filing data is available for this year.$49.6$0.00$49.6$2.17$3.56$1.39
2018Detailed filing. Detailed filing data is available for this year.$50.9$0.00$50.9$2.28$3.47$1.19
2017Detailed filing. Detailed filing data is available for this year.$52.4$0.00$52.4$2.16$3.24$1.09
2016Detailed filing. Detailed filing data is available for this year.$53.2$0.00$53.2$2.19$3.22$1.03
2015Summary only. Only limited summary data is available for this year.$54.2$0.00$2.70$3.22$0.52
2014Summary only. Only limited summary data is available for this year.$54.7$0.00$6.15$3.21$2.94
2013Summary only. Only limited summary data is available for this year.$51.8$0.00$5.08$3.11$1.97
2012Summary only. Only limited summary data is available for this year.$49.8$0.00$5.18$2.71$2.46
2011Summary only. Only limited summary data is available for this year.$47.4$0.00$2.75$2.63$0.12