Civic Intelligence

Minerva Foundation

990PF • Fiscal year 2023 • EIN 94-2940281

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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1536 Oxford Street 1Berkeley, CA 94709

(510) 649-1485

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.37x

Higher debt load relative to revenue than 65% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

3rd percentile

-270%

Higher net margin than 3% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

39th percentile

1.3%

Faster asset growth than 39% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

14th percentile

-31%

Faster revenue growth than 14% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$22,440,897

Flat from 2023

Net Assets

$22,382,200

No earlier filing loaded for comparison.

Liabilities

Flat

$58,697

Flat from 2023

Revenue

Flat

$160,274

Flat from 2023

Expenses

Flat

$593,658

Flat from 2023

Net Income

Flat

-$433,384

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $4,317,081Liabilities 2010: $8,275Net Assets 2010: $4,308,8062010Assets 2011: $8,223,971Liabilities 2011: $6,776Net Assets 2011: $8,217,1952011Assets 2012: $11,036,164Liabilities 2012: $7,171Net Assets 2012: $11,028,9932012Assets 2013: $24,633,503Liabilities 2013: $9,2402013Assets 2014: $24,468,447Liabilities 2014: $12,201Net Assets 2014: $24,456,2462014Assets 2015: $24,395,865Liabilities 2015: $21,316Net Assets 2015: $24,374,5492015Assets 2016: $24,991,689Liabilities 2016: $32,162Net Assets 2016: $24,959,5272016Assets 2017: $30,358,878Liabilities 2017: $23,679Net Assets 2017: $30,335,1992017Assets 2018: $21,538,870Liabilities 2018: $54,444Net Assets 2018: $21,484,4262018Assets 2019: $28,083,285Liabilities 2019: $36,122Net Assets 2019: $28,047,1632019Assets 2020: $32,909,999Liabilities 2020: $22,805Net Assets 2020: $32,887,1942020Assets 2021: $31,110,830Liabilities 2021: $51,5842021Assets 2022: $22,156,526Liabilities 2022: $41,925Net Assets 2022: $22,114,6012022Assets 2023: $22,440,897Liabilities 2023: $58,697Net Assets 2023: $22,382,2002023Assets 2023: $22,440,897Liabilities 2023: $58,6972023Assets 2024: $24,640,312Liabilities 2024: $37,811Net Assets 2024: $24,602,5012024

Highlighted filing

2023

Assets$22,440,897
Liabilities$58,697
Net Assets$22,382,200

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $279,4672010Expenses 2011: $782,8592011Expenses 2012: $400,9742012Revenue 2013: $436,448Expenses 2013: $283,180Net Income 2013: $153,2682013Revenue 2014: $386,902Expenses 2014: $597,987Net Income 2014: -$211,0852014Revenue 2015: $1,130,064Expenses 2015: $395,228Net Income 2015: $734,8362015Revenue 2016: $55,591Expenses 2016: $444,281Net Income 2016: -$388,6902016Revenue 2017: $278,395Expenses 2017: $449,909Net Income 2017: -$171,5142017Revenue 2018: $451,773Expenses 2018: $551,240Net Income 2018: -$99,4672018Revenue 2019: $423,640Expenses 2019: $566,512Net Income 2019: -$142,8722019Revenue 2020: $165,901Expenses 2020: $422,292Net Income 2020: -$256,3912020Revenue 2021: $1,255,865Expenses 2021: $497,986Net Income 2021: $757,8792021Revenue 2022: $231,761Expenses 2022: $574,356Net Income 2022: -$342,5952022Revenue 2023: $160,274Expenses 2023: $593,658Net Income 2023: -$433,3842023Revenue 2023: $160,274Expenses 2023: $593,658Net Income 2023: -$433,3842023Revenue 2024: $503,346Expenses 2024: $543,239Net Income 2024: -$39,8932024

Highlighted filing

2023

Revenue$160,274
Expenses$593,658
Net Income-$433,384
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tamia Marg AndersonPresidentPT$0--
Richard BuxbaumTreas/Sect-$0--
Lila CrutchfieldDirector-$0--
Filing and Contact Details

Filer

Filer Name
Minerva Foundation
EIN
94-2940281
Phone
5106491485
Address
1536 Oxford Street 1, Berkeley, CA 94709

Signing Officer

Name
Tamia Marg Anderson
Title
President
Signed
2024-11-15
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Carol Duffield
Phone
4159830200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40OTIS WORLDWIDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ROBERT HALF INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SBA COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45SENSATA TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46T MOBILE US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47TAPESTRY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51VERTEX PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52W W GRAINGER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54WASTE MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55WILLIS TOWERS WATSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ZEBRA TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01133158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11745065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21431294
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3231845
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4492264
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5320334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AB Sust Intl Themati
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AB Global Core Equity
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AB Sust Intl Themati
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3iShares Trust 10 yr Trea
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4iShares Trust 1-3 yr Trea
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Ethereum
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01133158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11745065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21431294
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3231845
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4492264
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5320334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0115622
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt031017
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0-16815
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Other Revenue
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt03301
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0129824
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03301
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0133125
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt010009
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010009
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0125956
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt031017
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt060632
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0115622
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0115622
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0115622
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-433384
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt010334
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt010334
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt010334
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01058000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01230
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01150
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt031017
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt082964
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-16815
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0117841
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0130694
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0167295
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0167295
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt090398
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt027149
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0115345
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03301
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt046860
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt048110
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt038848
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt033968
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt048
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt048
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0125956
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0442612
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt074009
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0593658
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0156973
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0160274
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0442612
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt074009
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0593658
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt015693
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt026407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01026983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt031017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt031017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01058000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sales of Publiclty Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt031017
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-433384
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0496493
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01197476
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt022878693
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt022114601
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt022382200
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06189
IRS990PF/FMVAssetsEOYAmt022440897
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt037421
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt054554
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt02133
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt02133
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt02133
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt091828
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt016453
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt016453
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02298094
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02629902
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02629902
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt012372228
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt011875735
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0962435
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt03406822
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt02505019
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt02444387
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt02444387
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt09742373

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$0.04$24.6$0.50$0.54$0.04
2023Detailed filing. Detailed filing data is available for this year.$22.4$0.06$22.4$0.16$0.59$0.43
2023Summary only. Only limited summary data is available for this year.$22.4$0.06$0.16$0.59$0.43
2022Detailed filing. Detailed filing data is available for this year.$22.2$0.04$22.1$0.23$0.57$0.34
2021Summary only. Only limited summary data is available for this year.$31.1$0.05$1.26$0.50$0.76
2020Detailed filing. Detailed filing data is available for this year.$32.9$0.02$32.9$0.17$0.42$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.1$0.04$28.0$0.42$0.57$0.14
2018Detailed filing. Detailed filing data is available for this year.$21.5$0.05$21.5$0.45$0.55$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.4$0.02$30.3$0.28$0.45$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.0$0.03$25.0$0.06$0.44$0.39
2015Detailed filing. Detailed filing data is available for this year.$24.4$0.02$24.4$1.13$0.40$0.73
2014Detailed filing. Detailed filing data is available for this year.$24.5$0.01$24.5$0.39$0.60$0.21
2013Summary only. Only limited summary data is available for this year.$24.6$0.01$0.44$0.28$0.15
2012Detailed filing. Detailed filing data is available for this year.$11.0$0.01$11.0$0.40
2011Detailed filing. Detailed filing data is available for this year.$8.22$0.01$8.22$0.78
2010Detailed filing. Detailed filing data is available for this year.$4.32$0.01$4.31$0.28