Civic Intelligence

Eggertsen Foundation

990PF • Fiscal year 2022 • EIN 88-4207351

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

Organization Profile
723 Saratoga AveVentura, CA 93003

(805) 501-3498

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

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

Source year 2022

Revenue Growth

Score unavailable

No value available

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

Source year 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

$62,050

No earlier filing loaded for comparison.

Net Assets

$62,050

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin99th percentile

Revenue

$62,050

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$62,050

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.

$300K$200K$100K$0Assets 2022: $62,050Liabilities 2022: $0Net Assets 2022: $62,0502022Assets 2023: $230,254Liabilities 2023: $170Net Assets 2023: $230,0842023Assets 2024: $218,902Liabilities 2024: $3,096Net Assets 2024: $215,8062024

Highlighted filing

2022

Assets$62,050
Liabilities$0
Net Assets$62,050
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KRevenue 2022: $62,050Expenses 2022: $0Net Income 2022: $62,0502022Revenue 2023: $180,285Expenses 2023: $14,120Net Income 2023: $166,1652023Revenue 2024: $7,910Expenses 2024: $24,468Net Income 2024: -$16,5582024

Highlighted filing

2022

Revenue$62,050
Expenses$0
Net Income$62,050
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel EggertsenTrustee-$0--
Jennifer EggertsenTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Eggertsen Foundation
EIN
88-4207351
Phone
8055013498
Address
723 Saratoga Ave, Ventura, CA 93003

Signing Officer

Name
Daniel Eggertsen
Title
Trustee
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
TechFin LLC
Address
5200 Dallas Hwy Ste 200-295, Powder Springs, GA 30127
Preparer
David Phillips
Phone
4705165300
Raw XML Appendix155 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/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08055013498
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
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ReturnHeader/Filer/PhoneNum08055013498
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ReturnHeader/Filer/USAddress/CityNm0Ventura
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030127
ReturnHeader/PreparerPersonGrp/PhoneNum04705165300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Phillips
ReturnHeader/ReturnTs02023-11-13T06:51:11-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Daniel
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Eggertsen
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,050
Liabilities
$0
Net assets
$62,050
Revenue
$62,050
Expenses
$0
Net income
$62,050
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.19$0.03$2.16$0.08$0.24$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$1.80$0.14$1.66
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.62$0.00$0.62