Civic Intelligence

Family Foundation Charitable Trust

990 • Fiscal year 2017 • EIN 94-2938176

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 18, 2018

Organization ProfileN/A
417 Fulton RoadSan Mateo, CA 94402

(650) 579-0538

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

96th percentile

71%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

78th percentile

21%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-33%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$920,239

Up $156,901 (+21%) from 2016

Net Assets

Up

$920,239

Up $156,901 (+21%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin96th percentile

Revenue

Down

$220,252

Down $110,201 (-33%) from 2016

Expenses

Down

$63,351

Down $21,154 (-25%) from 2016

Net Income

Down

$156,901

Down $89,047 (-36%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $367,529Liabilities 2011: $02011Assets 2012: $344,183Liabilities 2012: $02012Assets 2013: $352,156Liabilities 2013: $02013Assets 2014: $507,498Liabilities 2014: $0Net Assets 2014: $507,4982014Assets 2015: $517,390Liabilities 2015: $0Net Assets 2015: $517,3902015Assets 2016: $763,338Liabilities 2016: $0Net Assets 2016: $763,3382016Assets 2017: $920,239Liabilities 2017: $0Net Assets 2017: $920,2392017Assets 2018: $949,425Liabilities 2018: $0Net Assets 2018: $949,4252018Assets 2019: $961,171Liabilities 2019: $0Net Assets 2019: $961,1712019Assets 2020: $970,230Liabilities 2020: $0Net Assets 2020: $970,2302020Assets 2021: $1,016,907Liabilities 2021: $0Net Assets 2021: $1,016,9072021Assets 2022: $1,075,736Liabilities 2022: $0Net Assets 2022: $1,075,7362022Assets 2023: $1,125,844Liabilities 2023: $0Net Assets 2023: $1,125,8442023Assets 2024: $1,181,452Liabilities 2024: $0Net Assets 2024: $1,181,4522024

Highlighted filing

2017

Assets$920,239
Liabilities$0
Net Assets$920,239
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $40,408Expenses 2011: $46,154Net Income 2011: -$5,7462011Revenue 2012: $35,615Expenses 2012: $58,669Net Income 2012: -$23,0542012Revenue 2013: $31,553Expenses 2013: $23,257Net Income 2013: $8,2962013Revenue 2014: $182,095Expenses 2014: $26,753Net Income 2014: $155,3422014Revenue 2015: $39,033Expenses 2015: $29,141Net Income 2015: $9,8922015Revenue 2016: $330,453Expenses 2016: $84,505Net Income 2016: $245,9482016Revenue 2017: $220,252Expenses 2017: $63,351Net Income 2017: $156,9012017Revenue 2018: $94,212Expenses 2018: $61,331Net Income 2018: $32,8812018Revenue 2019: $101,557Expenses 2019: $89,811Net Income 2019: $11,7462019Revenue 2020: $111,859Expenses 2020: $102,800Net Income 2020: $9,0592020Revenue 2021: $147,759Expenses 2021: $101,082Net Income 2021: $46,6772021Revenue 2022: $138,386Expenses 2022: $79,557Net Income 2022: $58,8292022Revenue 2023: $136,329Expenses 2023: $86,221Net Income 2023: $50,1082023Revenue 2024: $207,702Expenses 2024: $141,459Net Income 2024: $66,2432024

Highlighted filing

2017

Revenue$220,252
Expenses$63,351
Net Income$156,901
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 18, 2018
Return Version
2017v2.2
Gross Receipts
$980,032
Mission and Program Overview

Mission

To provide financial support to qualified persons or charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$763,338$920,239▲ $156,901
Investments in Publicly Traded Securities$250,000$745,638▲ $495,638
Cash and Non-Interest-Bearing Accounts$513,338$174,601▼ $338,737
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$763,338$920,239▲ $156,901
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$763,338$920,239▲ $156,901
Total Liabilities and Net Assets / Fund Balance$763,338$920,239▲ $156,901
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Dennis McquaidChairman
Al ZemskyDirector
David SageDirector
Fred KarrenDirector
Henry KlyceDirector
Howard KaltDirector
James ShannonDirector
John BitoffDirector
Mark RawlinsDirector
Michael BerubeDirector
Peter SullivanDirector
Richard RozenDirector
Tom KileyDirector
Michael PittsSecretary
John MurrayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$208,239
Program Service Revenue
$0
Investment Income
$12,013
Other Revenue
$0
All Other Contributions
$208,239
Change in Net Assets
$156,901
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$53,543
Other Expenses$9,808
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$42,543--$42,543
Grants to Domestic Orgs$11,000--$11,000
Office Expenses-$2,976-$2,976
Fees for Services Accounting-$2,900-$2,900
Fees for Service Investment Mgmnt Fees-$1,859-$1,859
Insurance-$1,050-$1,050
Fees for Services Legal-$938-$938
Other Expenses-$10-$10
Total Functional Expenses$53,543$9,808$0$63,351
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“The family foundation charitable trust agreement was amended and restated as of december 19, 2016. The significant changes to the agreement are as follows: the trustee no longer has to be a resident of the state of california and there is no limit to the number of trustees that the foundation can have.”

Form 990, Part VI, Section A, Line 8B

“This organization has no committees.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is presented to officers for review before it is filed with the internal revenue service.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request only.”

Filing and Contact Details

Filer

Filer Name
Family Foundation Charitable Trust
EIN
94-2938176
Phone
6505790538
Address
417 FULTON ROAD, SAN MATEO, CA 94402

Signing Officer

Name
John Murray
Title
Treasurer
Phone
6505790538
Signed
2018-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Murray
Formed
1984
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
Sensiba San Filippo Llp
Address
2929 CAMPUS DR SUITE 225, SAN MATEO, CA 94403
Preparer
Steven San Filippo
Phone
6503589000
Raw XML Appendix397 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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02758
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0985
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01078
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt014058
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98220
IRS990ScheduleA/PublicSupportPY170Pct00.98610
IRS990ScheduleA/PublicSupportTotal170Amt0777761
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0208239
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0319875
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt036275
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0182897
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt030475
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0777761
IRS990ScheduleA/TotalSupportAmt0791819
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt042543
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TO PROVIDE FINANCIAL SUPPORT TO QUALIFIED PERSONS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FAMILY FOUNDATION CHARITABLE TRUST AGREEMENT WAS AMENDED AND RESTATED AS OF DECEMBER 19, 2016. THE SIGNIFICANT CHANGES TO THE AGREEMENT ARE AS FOLLOWS: THE TRUSTEE NO LONGER HAS TO BE A RESIDENT OF THE STATE OF CALIFORNIA AND THERE IS NO LIMIT TO THE NUMBER OF TRUSTEES THAT THE FOUNDATION CAN HAVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS ORGANIZATION HAS NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PRESENTED TO OFFICERS FOR REVIEW BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST ONLY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0763338
IRS990/TotalAssetsEOYAmt0920239
IRS990/TotalAssetsGrp/BOYAmt0763338
IRS990/TotalAssetsGrp/EOYAmt0920239
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0208239
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09808
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt053543
IRS990/TotalFunctionalExpensesGrp/TotalAmt063351
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0763338
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0920239
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt053543
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt012013
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0220252
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0763338
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0920239
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0SAN MATEO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094402
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MURRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06505790538
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FAMILY FOUNDATION CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FAMI
ReturnHeader/Filer/EIN0942938176
ReturnHeader/Filer/PhoneNum06505790538
ReturnHeader/Filer/USAddress/AddressLine1Txt0417 FULTON ROAD
ReturnHeader/Filer/USAddress/CityNm0SAN MATEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094402
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A3F9A362FA16CD0BF7CD48CA1C04D9BE1106247D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.94.92.114
ReturnHeader/FilingSecurityInformation/IPDt02018-03-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:08:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942370906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SENSIBA SAN FILIPPO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02929 CAMPUS DR SUITE 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MATEO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094403
ReturnHeader/PreparerPersonGrp/PhoneNum06503589000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN SAN FILIPPO
ReturnHeader/ReturnTs02018-03-26T19:44:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$920,239
Liabilities
$0
Net assets
$920,239
Revenue
$220,252
Expenses
$63,351
Net income
$156,901
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.21$0.14$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.14$0.09$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.14$0.08$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.15$0.10$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.11$0.10$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.10$0.09$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.09$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.22$0.06$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.33$0.08$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.04$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.18$0.03$0.16
2013Summary only. Only limited summary data is available for this year.$0.35$0.00$0.03$0.02$0.01
2012Summary only. Only limited summary data is available for this year.$0.34$0.00$0.04$0.06$0.02
2011Summary only. Only limited summary data is available for this year.$0.37$0.00$0.04$0.05$0.01