Civic Intelligence

Phelps-Emory Foundation

EIN 88-4354792 • Lafayette, CA

1190 Estates DriveLafayette, CA 94549
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

$90,276

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$90,276

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin98th percentile

Revenue

$75,865

No earlier filing loaded for comparison.

Expenses

$526

No earlier filing loaded for comparison.

Net Income

$75,339

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2024: $90,276Liabilities 2024: $0Net Assets 2024: $90,2762024

Highlighted filing

2024

Assets$90,276
Liabilities$0
Net Assets$90,276
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0Revenue 2024: $75,865Expenses 2024: $526Net Income 2024: $75,3392024

Highlighted filing

2024

Revenue$75,865
Expenses$526
Net Income$75,339
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,276
Liabilities
$0
Net assets
$90,276
Revenue
$75,865
Expenses
$526
Net income
$75,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$90.3$0.00$90.3$75.9$0.53$75.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDALL RICHTrustee-$0--
JEFFREY WILLIAMSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Phelps-emory Foundation
EIN
88-4354792
Phone
9258762513
Address
1190 ESTATES DRIVE, LAFAYETTE, CA 94549

Signing Officer

Name
Randall Rich
Title
Authorized Representative
Phone
9258762513
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Bmms Partners Pllc
Address
10655 NE 4TH STREET SUITE 300, BELLEVUE, WA 98004
Preparer
Mollie Snorsky
Phone
4252835831
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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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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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