Civic Intelligence

The Mona L Soderstrom and Edward F Sher Foundation

990PF • Fiscal year 2012 • EIN 88-0465093

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 11, 2013

Organization Profile
3111 Bel Air DriveSuite 21A89109
Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

73rd percentile

9.2%

Faster asset growth than 73% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$593,355

Up $50,086 (+9.2%) from 2011

Net Assets

Up

$592,234

Up $53,265 (+9.9%) from 2011

Liabilities

Down

$1,121

Down $3,179 (-74%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$14,871

Down $23,582 (-61%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$1.0M$500K$0Assets 2011: $543,269Liabilities 2011: $4,300Net Assets 2011: $538,9692011Assets 2012: $593,355Liabilities 2012: $1,121Net Assets 2012: $592,2342012Assets 2013: $740,439Liabilities 2013: $1,121Net Assets 2013: $739,3182013Assets 2014: $832,317Liabilities 2014: $17,317Net Assets 2014: $815,0002014Assets 2015: $710,466Liabilities 2015: $371Net Assets 2015: $710,0952015Assets 2016: $810,806Liabilities 2016: $371Net Assets 2016: $810,4352016Assets 2017: $866,032Liabilities 2017: $371Net Assets 2017: $865,6612017Assets 2018: $721,830Liabilities 2018: $371Net Assets 2018: $721,4592018Assets 2019: $796,315Liabilities 2019: $371Net Assets 2019: $795,9442019Assets 2020: $786,263Liabilities 2020: $371Net Assets 2020: $785,8922020Assets 2021: $953,497Liabilities 2021: $371Net Assets 2021: $953,1262021Assets 2022: $802,881Liabilities 2022: $371Net Assets 2022: $802,5092022Assets 2023: $901,110Liabilities 2023: $371Net Assets 2023: $900,7392023Assets 2024: $975,714Liabilities 2024: $3,021Net Assets 2024: $972,6922024

Highlighted filing

2012

Assets$593,355
Liabilities$1,121
Net Assets$592,234
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2011: $38,4532011Expenses 2012: $14,8712012Revenue 2013: $33,745Expenses 2013: $14,859Net Income 2013: $18,8862013Revenue 2014: $30,864Expenses 2014: $23,213Net Income 2014: $7,6512014Revenue 2015: $27,504Expenses 2015: $61,107Net Income 2015: -$33,6032015Revenue 2016: $15,155Expenses 2016: $25,602Net Income 2016: -$10,4472016Revenue 2017: $25,181Expenses 2017: $76,757Net Income 2017: -$51,5762017Revenue 2018: $48,256Expenses 2018: $52,713Net Income 2018: -$4,4572018Revenue 2019: $16,632Expenses 2019: $53,135Net Income 2019: -$36,5032019Revenue 2020: $21,963Expenses 2020: $692Net Income 2020: $21,2712020Revenue 2021: $381,878Expenses 2021: $26,230Net Income 2021: $355,6482021Revenue 2022: $75,415Expenses 2022: $49,814Net Income 2022: $25,6012022Revenue 2023: $41,798Expenses 2023: $33,684Net Income 2023: $8,1142023Revenue 2024: $68,126Expenses 2024: $53,962Net Income 2024: $14,1642024

Highlighted filing

2012

Revenue-
Expenses$14,871
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 11, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD SHERDirector & Trustee-$0--
MONA SODERSTROM-SHERDirector & Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTRINITY YOUTH SERVICESDONATION OF SEASON TICKETS FOR LAS VEGAS AREA 51S BASEBALL TEAM FOR USE OF FOSTER CHILDREN AT THE YOUTH SERVICES CENTER.-LAS VEGAS, NV, US$3,461
Paid GrantDESERT COMMUNITY FOUNDATIONTO PROVIDE COLLEGE SCHOLARSHIPS TO DESERVING STUDENTS GRADUATING FROM COACHELLA VALLEY HIGH SCHOOL WITH FINANCIAL NEED.-PALM DESERT, CA, US$500
Paid GrantTHE LEUKEMIA & LYMPHOMA SOCIETYSUPPORT THE LLS MISSION TO CURE LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE FOR PATIENTS AND THEIR FAMILIES.-WHITE PLAINS, NY, US$250
Filing and Contact Details

Filer

EIN
88-0465093
Raw XML Appendix377 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/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NV
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0NONE
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SumOfProgramRelatedInvestments/Description10NONE
IRS990PF/SupplementaryInformation/ContributingManager0MONA L SODERSTROM AND EDWARD F SH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03461
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0DONATION OF SEASON TICKETS FOR LAS VEGAS AREA 51S BASEBALL TEAM FOR USE OF FOSTER CHILDREN AT THE YOUTH SERVICES CENTER.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SUPPORT THE LLS MISSION TO CURE LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE FOR PATIENTS AND THEIR FAMILIES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2TO PROVIDE COLLEGE SCHOLARSHIPS TO DESERVING STUDENTS GRADUATING FROM COACHELLA VALLEY HIGH SCHOOL WITH FINANCIAL NEED.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10TRINITY YOUTH SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11THE LEUKEMIA & LYMPHOMA SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12DESERT COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE - INDEPENDENT PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE - INDEPENDENT PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE - INDEPENDENT PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102760 LAKE SAHARA DRIVE STE 108
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111311 MAMARONECK AVENUE SUITE 130
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1275-105 MERLE DRIVE STE 300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LAS VEGAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WHITE PLAINS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2PALM DESERT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NV
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode089117
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode110605
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode292211
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NA
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear04211
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear04211
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted028108
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear103384
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear201992
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30424
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear401007
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5026119
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus023897
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY023897
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear502222
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear06807
IRS990PF/UndistributedIncome/ExcessFromYear103384
IRS990PF/UndistributedIncome/ExcessFromYear201992
IRS990PF/UndistributedIncome/ExcessFromYear30424
IRS990PF/UndistributedIncome/ExcessFromYear401007
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/QualifyingDistributions04211
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus09029
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover032926
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/Description1DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks02918
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1225
OtherIncomeSchedule2/OtherIncome/Description0FROM PASS-THROUGH: SHER DEVELOPMENT K-1
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0-857
OtherIncreasesSchedule/OtherIncreases/Amount054
OtherIncreasesSchedule/OtherIncreases/Amount119811
OtherIncreasesSchedule/OtherIncreases/Description0NONTAXABLE NONDIVIDEND DISTRIBUTIONS
OtherIncreasesSchedule/OtherIncreases/Description1UNREALIZED GAINS: SECURITIES
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue04300
OtherLiabilitiesSchedule/OtherLiabilities/Description0DUE TO EDWARD AND MONA SHER
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue01121
TaxesSchedule/Taxes/Amount0417
TaxesSchedule/Taxes/Category0FOREIGN TAXES
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0880465093
ReturnHeader/Filer/InCareOfName0% EDWARD & MONA SHER
ReturnHeader/Filer/Name/BusinessNameLine10THE MONA L SODERSTROM AND
ReturnHeader/Filer/Name/BusinessNameLine20EDWARD F SHER FOUNDATION
ReturnHeader/Filer/NameControl0MONA
ReturnHeader/Filer/Phone07024710030
ReturnHeader/Filer/USAddress/AddressLine103111 BEL AIR DRIVE
ReturnHeader/Filer/USAddress/AddressLine20Suite 21A
ReturnHeader/Filer/USAddress/City0LAS VEGAS
ReturnHeader/Filer/USAddress/State0NV
ReturnHeader/Filer/USAddress/ZIPCode089109
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-11
ReturnHeader/Officer/Name0EDWARD F SHER
ReturnHeader/Officer/Phone07026969397
ReturnHeader/Officer/Title0DIRECTOR
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PIERCY BOWLER TAYLOR & KERN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106100 ELTON AVE SUITE 1000
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LAS VEGAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NV
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode089107
ReturnHeader/Preparer/Name0JAMES W WILCOX
ReturnHeader/Preparer/Phone07023841120
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-12T15:56:32-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$593,355
Liabilities
$1,121
Net assets
$592,234
Revenue
-
Expenses
$14,871
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.76$0.03$9.73$0.68$0.54$0.14
2023Detailed filing. Detailed filing data is available for this year.$9.01$0.00$9.01$0.42$0.34$0.08
2022Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.75$0.50$0.26
2021Detailed filing. Detailed filing data is available for this year.$9.53$0.00$9.53$3.82$0.26$3.56
2020Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.22$0.01$0.21
2019Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.17$0.53$0.37
2018Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.21$0.48$0.53$0.04
2017Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.25$0.77$0.52
2016Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.10$0.15$0.26$0.10
2015Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.28$0.61$0.34
2014Detailed filing. Detailed filing data is available for this year.$8.32$0.17$8.15$0.31$0.23$0.08
2013Detailed filing. Detailed filing data is available for this year.$7.40$0.01$7.39$0.34$0.15$0.19
2012Detailed filing. Detailed filing data is available for this year.$5.93$0.01$5.92$0.15
2011Detailed filing. Detailed filing data is available for this year.$5.43$0.04$5.39$0.38