Civic Intelligence

Tarbell Family Foundation

990PF • Fiscal year 2013 • EIN 93-1104762

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

Organization Profile
Foundation Source 501 Silverside RdSuite 12319809-1377

(707) 964-1323

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

19th percentile

0.00x

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

2013 filings • $10M-$25M nonprofits • Source year 2013

Net Margin

90th percentile

61%

Higher net margin than 90% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

2013 filings • $10M-$25M nonprofits • Source year 2013

Asset Growth

69th percentile

8.8%

Faster asset growth than 69% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

2nd percentile

-84%

Faster revenue growth than 2% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$11,424,973

Up $920,925 (+8.8%) from 2012

Net Assets

$11,424,973

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin90th percentile

Revenue

Down

$1,515,012

Down $8,226,357 (-84%) from 2012

Expenses

Up

$594,087

Up $255,743 (+76%) from 2012

Net Income

Down

$920,925

Down $8,482,100 (-90%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$15M$10M$5.0M$0Assets 2011: $1,101,023Liabilities 2011: $02011Assets 2012: $10,504,048Liabilities 2012: $02012Assets 2013: $11,424,973Liabilities 2013: $0Net Assets 2013: $11,424,9732013Assets 2014: $11,626,540Liabilities 2014: $5,048Net Assets 2014: $11,621,4922014Assets 2015: $11,841,195Liabilities 2015: $0Net Assets 2015: $11,841,1952015Assets 2016: $11,637,359Liabilities 2016: $0Net Assets 2016: $11,637,3592016Assets 2017: $11,390,092Liabilities 2017: $0Net Assets 2017: $11,390,0922017Assets 2018: $11,800,409Liabilities 2018: $0Net Assets 2018: $11,800,4092018Assets 2019: $11,313,635Liabilities 2019: $0Net Assets 2019: $11,313,6352019Assets 2020: $11,278,317Liabilities 2020: $0Net Assets 2020: $11,278,3172020Assets 2021: $13,077,580Liabilities 2021: $0Net Assets 2021: $13,077,5802021Assets 2022: $12,606,589Liabilities 2022: $0Net Assets 2022: $12,606,5892022Assets 2023: $12,589,790Liabilities 2023: $0Net Assets 2023: $12,589,7902023Assets 2024: $12,524,139Liabilities 2024: $0Net Assets 2024: $12,524,1392024

Highlighted filing

2013

Assets$11,424,973
Liabilities$0
Net Assets$11,424,973
Open 2013 Filing

Operations Trend

Revenue Growth2nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $152,264Expenses 2011: $88,510Net Income 2011: $63,7542011Revenue 2012: $9,741,369Expenses 2012: $338,344Net Income 2012: $9,403,0252012Revenue 2013: $1,515,012Expenses 2013: $594,087Net Income 2013: $920,9252013Revenue 2014: $826,710Expenses 2014: $630,191Net Income 2014: $196,5192014Revenue 2015: $867,471Expenses 2015: $647,768Net Income 2015: $219,7032015Revenue 2016: $400,054Expenses 2016: $603,890Net Income 2016: -$203,8362016Revenue 2017: $423,314Expenses 2017: $671,081Net Income 2017: -$247,7672017Revenue 2018: $1,122,851Expenses 2018: $712,534Net Income 2018: $410,3172018Revenue 2019: $235,792Expenses 2019: $722,566Net Income 2019: -$486,7742019Revenue 2020: $854,901Expenses 2020: $890,219Net Income 2020: -$35,3182020Revenue 2021: $2,841,897Expenses 2021: $1,042,634Net Income 2021: $1,799,2632021Revenue 2022: $633,818Expenses 2022: $1,105,809Net Income 2022: -$471,9912022Revenue 2023: $875,899Expenses 2023: $892,698Net Income 2023: -$16,7992023Revenue 2024: $869,251Expenses 2024: $934,902Net Income 2024: -$65,6512024

Highlighted filing

2013

Revenue$1,515,012
Expenses$594,087
Net Income$920,925
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia T LeiserTrustee-$0--
James TarbellTrustee-$0--
Harry Tarbell IIITrustee-$0--
Filing and Contact Details

Filer

EIN
93-1104762
In Care Of
% TARBELL FAMILY FOUNDATION

Signing Officer

Name
James Tarbell
Title
Trustee
Phone
8008391754
Signed
2014-11-12
Discuss with paid preparer
Yes

Preparer

Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AETNA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALLIANCE DATA SYSTEM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALTERA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMERICAN TOWER REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERIPRISE FINANCIAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AUTONATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14AVAGO TECHNOLOGIES LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15AVALONBAY CMNTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BARCLAYS ETN PLUS SELECT MLP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BERRY PLASTICS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BROWN FORMAN CORP CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CABOT OIL & GAS CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41EMC CORP-MASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42EPAM SYSTEMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43EPOCH GLOBAL EQUITY SHAREHOLDE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45EXPRESS SCRIPTS HOLDING CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46F M C CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47FIDELITY NATIONAL INFORMATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60INTERCONTINETAL EXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61INTUITIVE SURGICAL, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62IVA INTERNATIONAL FUND CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63JOHNSON & JOHNSON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84ORACLE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88PG & E CORP
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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,424,973
Liabilities
$0
Net assets
$11,424,973
Revenue
$1,515,012
Expenses
$594,087
Net income
$920,925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.87$0.93$0.07
2023Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.88$0.89$0.02
2022Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.63$1.11$0.47
2021Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$2.84$1.04$1.80
2020Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.85$0.89$0.04
2019Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.24$0.72$0.49
2018Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$1.12$0.71$0.41
2017Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.42$0.67$0.25
2016Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.40$0.60$0.20
2015Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.87$0.65$0.22
2014Detailed filing. Detailed filing data is available for this year.$11.6$0.01$11.6$0.83$0.63$0.20
2013Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$1.52$0.59$0.92
2012Summary only. Only limited summary data is available for this year.$10.5$0.00$9.74$0.34$9.40
2011Summary only. Only limited summary data is available for this year.$1.10$0.00$0.15$0.09$0.06