Civic Intelligence

Blavatsky Foundation

990PF • Fiscal year 2022 • EIN 94-1692338

Jan 01, 2022 to Dec 31, 2022 • Filed on May 06, 2023

PO Box 3757Fresno, CA 93650

(520) 808-0092

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

1st percentile

-7083%

Higher net margin than 1% 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

45th percentile

-1.7%

Faster asset growth than 45% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

34th percentile

-7.7%

Faster revenue growth than 34% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$48,637

Down $850 (-1.7%) from 2021

Net Assets

Down

$48,637

Down $850 (-1.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$12

Down $1 (-7.7%) from 2021

Expenses

Down

$862

Down $515 (-37%) from 2021

Net Income

Up

-$850

Up $514 (+38%) from 2021

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $88,131Liabilities 2010: $0Net Assets 2010: $88,1312010Assets 2011: $83,098Liabilities 2011: $12011Assets 2012: $78,261Liabilities 2012: $0Net Assets 2012: $78,2612012Assets 2013: $75,037Liabilities 2013: $0Net Assets 2013: $75,0372013Assets 2014: $73,413Liabilities 2014: $0Net Assets 2014: $73,4132014Assets 2015: $69,646Liabilities 2015: $0Net Assets 2015: $69,6462015Assets 2016: $68,680Liabilities 2016: $0Net Assets 2016: $68,6802016Assets 2017: $63,429Liabilities 2017: $0Net Assets 2017: $63,4292017Assets 2018: $62,400Liabilities 2018: $0Net Assets 2018: $62,4002018Assets 2019: $56,904Liabilities 2019: $0Net Assets 2019: $56,9042019Assets 2020: $50,851Liabilities 2020: $0Net Assets 2020: $50,8512020Assets 2021: $49,487Liabilities 2021: $0Net Assets 2021: $49,4872021Assets 2022: $48,637Liabilities 2022: $0Net Assets 2022: $48,6372022Assets 2023: $48,134Liabilities 2023: $0Net Assets 2023: $48,1342023Assets 2024: $48,296Liabilities 2024: $0Net Assets 2024: $48,2962024

Highlighted filing

2022

Assets$48,637
Liabilities$0
Net Assets$48,637

Operations Trend

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

$10K$5.0K$0-$5.0K-$10KExpenses 2010: $5,6692010Revenue 2011: $572Expenses 2011: $5,605Net Income 2011: -$5,0332011Expenses 2012: $5,2412012Revenue 2013: $158Expenses 2013: $3,382Net Income 2013: -$3,2242013Revenue 2014: $140Expenses 2014: $1,764Net Income 2014: -$1,6242014Revenue 2015: $32Expenses 2015: $3,799Net Income 2015: -$3,7672015Revenue 2016: $29Expenses 2016: $995Net Income 2016: -$9662016Revenue 2017: $55Expenses 2017: $5,306Net Income 2017: -$5,2512017Revenue 2018: $50Expenses 2018: $1,079Net Income 2018: -$1,0292018Revenue 2019: $309Expenses 2019: $5,805Net Income 2019: -$5,4962019Revenue 2020: $496Expenses 2020: $6,549Net Income 2020: -$6,0532020Revenue 2021: $13Expenses 2021: $1,377Net Income 2021: -$1,3642021Revenue 2022: $12Expenses 2022: $862Net Income 2022: -$8502022Revenue 2023: $1,011Expenses 2023: $1,514Net Income 2023: -$5032023Revenue 2024: $1,462Expenses 2024: $1,300Net Income 2024: $1622024

Highlighted filing

2022

Revenue$12
Expenses$862
Net Income-$850
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 6, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL CALDWELLPresident-$0--
MICHELLE B GRAYETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Blavatsky Foundation
EIN
94-1692338
Phone
5208080092
Address
PO BOX 3757, FRESNO, CA 93650

Signing Officer

Name
Daniel Caldwell
Title
President
Phone
5208080092
Signed
2023-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Terry L Stone CPA
Address
555 W SHAW AVE SUITE B5, FRESNO, CA 93704-2503
Preparer
Terry L Stone
Phone
5592229487
Raw XML Appendix226 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt042473
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0736
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt06589
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt048326
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt049062
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DANIEL CALDWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHELLE B GRAYE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TUCSON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085719
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185719
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0862
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0USED TO FUND RESEARCH PROJECTS AND ADMINISTRATIVE EXPENSES.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHELLE B GRAYE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TUCSON
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085719
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05208080092
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ESTABLISH AND MAINTAIN RESEARCH LIBRARY RELATED TO THE WORKS OF MADAME HELEN PETROVNA BLAVATSKY
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02416
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03903
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01431
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01554
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03780
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03780
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0862
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03780
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05334
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt06512
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt06512
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06589
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0RESEARCH DOCUMENTS
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06589
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WEB HOSTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0137
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0137
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/CategoryTxt0LICENSES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt050
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL CALDWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05208080092
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLAVATSKY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BLAV
ReturnHeader/Filer/EIN0941692338
ReturnHeader/Filer/PhoneNum05208080092
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3757
ReturnHeader/Filer/USAddress/CityNm0FRESNO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093650
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770410058
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TERRY L STONE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 W SHAW AVE SUITE B5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRESNO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0937042503
ReturnHeader/PreparerPersonGrp/PhoneNum05592229487
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRY L STONE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-08T13:28:01-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CALDWELL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$48.3$0.00$48.3$1.46$1.30$0.16
2023Detailed filing. Detailed filing data is available for this year.$48.1$0.00$48.1$1.01$1.51$0.50
2022Detailed filing. Detailed filing data is available for this year.$48.6$0.00$48.6$0.01$0.86$0.85
2021Detailed filing. Detailed filing data is available for this year.$49.5$0.00$49.5$0.01$1.38$1.36
2020Detailed filing. Detailed filing data is available for this year.$50.9$0.00$50.9$0.50$6.55$6.05
2019Detailed filing. Detailed filing data is available for this year.$56.9$0.00$56.9$0.31$5.81$5.50
2018Detailed filing. Detailed filing data is available for this year.$62.4$0.00$62.4$0.05$1.08$1.03
2017Detailed filing. Detailed filing data is available for this year.$63.4$0.00$63.4$0.06$5.31$5.25
2016Detailed filing. Detailed filing data is available for this year.$68.7$0.00$68.7$0.03$1.00$0.97
2015Detailed filing. Detailed filing data is available for this year.$69.6$0.00$69.6$0.03$3.80$3.77
2014Detailed filing. Detailed filing data is available for this year.$73.4$0.00$73.4$0.14$1.76$1.62
2013Detailed filing. Detailed filing data is available for this year.$75.0$0.00$75.0$0.16$3.38$3.22
2012Detailed filing. Detailed filing data is available for this year.$78.3$0.00$78.3$5.24
2011Summary only. Only limited summary data is available for this year.$83.1$0.00$0.57$5.61$5.03
2010Detailed filing. Detailed filing data is available for this year.$88.1$0.00$88.1$5.67