Civic Intelligence

Aspect Foundation Inc.

990 • Fiscal year 2020 • EIN 94-3040365

Oct 01, 2019 to Sep 30, 2020 • Filed on Jan 15, 2021

Organization ProfileWWW.ASPECTFOUNDATION.ORG

View Organization Page

1201 Howard St Ste ESan Francisco, CA 94103

(415) 228-8050

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.11x

Higher debt load relative to assets than 42% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.50x

Higher debt load relative to revenue than 71% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

6th percentile

-60%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

79th percentile

$215,271

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 18.1% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

19th percentile

-2.6%

Faster asset growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-62%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$5,577,605

Down $149,444 (-2.6%) from 2019

Net Assets

Down

$4,985,263

Down $288,683 (-5.5%) from 2019

Liabilities

Up

$592,342

Up $139,239 (+31%) from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin6th percentile

Revenue

Down

$1,188,857

Down $1,974,418 (-62%) from 2019

Expenses

Down

$1,903,150

Down $1,236,612 (-39%) from 2019

Net Income

Down

-$714,293

Down $737,806 (-3138%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,228,279Liabilities 2010: $671,252Net Assets 2010: $557,0272010Assets 2011: $2,040,508Liabilities 2011: $808,686Net Assets 2011: $1,231,8222011Assets 2012: $2,388,682Liabilities 2012: $505,666Net Assets 2012: $1,883,0162012Assets 2013: $3,074,447Liabilities 2013: $644,837Net Assets 2013: $2,429,6102013Assets 2014: $4,361,745Liabilities 2014: $1,044,196Net Assets 2014: $3,317,5492014Assets 2015: $4,877,889Liabilities 2015: $1,020,829Net Assets 2015: $3,857,0602015Assets 2016: $4,537,967Liabilities 2016: $325,659Net Assets 2016: $4,212,3082016Assets 2017: $5,266,943Liabilities 2017: $483,882Net Assets 2017: $4,783,0612017Assets 2018: $5,578,698Liabilities 2018: $418,105Net Assets 2018: $5,160,5932018Assets 2019: $5,727,049Liabilities 2019: $453,103Net Assets 2019: $5,273,9462019Assets 2020: $5,577,605Liabilities 2020: $592,342Net Assets 2020: $4,985,2632020Assets 2021: $7,025,540Liabilities 2021: $438,579Net Assets 2021: $6,586,9612021Assets 2022: $5,874,359Liabilities 2022: $515,891Net Assets 2022: $5,358,4682022Assets 2023: $5,986,201Liabilities 2023: $494,248Net Assets 2023: $5,491,9532023Assets 2024: $6,720,980Liabilities 2024: $440,956Net Assets 2024: $6,280,0242024Assets 2025: $7,301,036Liabilities 2025: $538,512Net Assets 2025: $6,762,5242025

Highlighted filing

2020

Assets$5,577,605
Liabilities$592,342
Net Assets$4,985,263
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,058,8022010Expenses 2011: $2,235,9232011Expenses 2012: $2,443,8312012Revenue 2013: $2,990,438Expenses 2013: $2,443,843Net Income 2013: $546,5952013Revenue 2014: $3,228,436Expenses 2014: $2,327,670Net Income 2014: $900,7662014Revenue 2015: $3,484,670Expenses 2015: $2,809,260Net Income 2015: $675,4102015Revenue 2016: $2,845,456Expenses 2016: $2,757,115Net Income 2016: $88,3412016Revenue 2017: $3,261,072Expenses 2017: $2,888,680Net Income 2017: $372,3922017Revenue 2018: $3,177,092Expenses 2018: $2,872,767Net Income 2018: $304,3252018Revenue 2019: $3,163,275Expenses 2019: $3,139,762Net Income 2019: $23,5132019Revenue 2020: $1,188,857Expenses 2020: $1,903,150Net Income 2020: -$714,2932020Revenue 2021: $3,524,658Expenses 2021: $2,061,597Net Income 2021: $1,463,0612021Revenue 2022: $2,872,592Expenses 2022: $2,792,215Net Income 2022: $80,3772022Revenue 2023: $2,044,149Expenses 2023: $2,908,241Net Income 2023: -$864,0922023Revenue 2024: $2,713,935Expenses 2024: $2,822,193Net Income 2024: -$108,2582024Revenue 2025: $2,250,464Expenses 2025: $2,359,852Net Income 2025: -$109,3882025

Highlighted filing

2020

Revenue$1,188,857
Expenses$1,903,150
Net Income-$714,293
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jan 15, 2021
Return Version
2019v5.0
Gross Receipts
$1,188,857
Mission and Program Overview

Mission

To build international goodwill, cross-cultural understanding and a peaceful future through educational and cultural exchange.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$4,386,669$4,799,602▲ $412,933
Cash and Non-Interest-Bearing Accounts$947,643$655,135▼ $292,508
Pledges and Grants Receivable$118,155$54,625▼ $63,530
Prepaid Expenses and Deferred Charges$57,637$36,559▼ $21,078
Accounts Receivable-$5,500-
Land, Buildings, and Equipment, Net$25,276$5,115▼ $20,161
Total Assets$5,727,049$5,577,605▼ $149,444
Other Assets Total$191,669$21,069▼ $170,600
Liabilities
Unsecured Notes Loans Payable-$270,428-
Accounts Payable and Accrued Expenses$391,461$186,064▼ $205,397
Deferred Revenue$5,500$135,850▲ $130,350
Other Liabilities$56,142--
Total Liabilities$453,103$592,342▲ $139,239
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,273,946$4,985,263▼ $288,683
Total Net Assets Fund Balance$5,273,946$4,985,263▼ $288,683
Total Liabilities and Net Assets / Fund Balance$5,727,049$5,577,605▼ $149,444

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements-$110,221$110,221
Equipment$5,115$74,858$79,973
Investment Program Related Org$2,176,670--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$4,386,669-▲ $467,114-$4,799,602
2018$3,791,528$505,076▲ $143,904-$4,386,669
2017$3,608,357-▲ $231,743-$3,791,528
2016$3,194,004-▲ $453,381-$3,608,357
2015$2,790,754-▲ $446,744-$3,194,004
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vivian FearenPresidentFT$176,452$38,819$215,271
Victor GuzmanCFO & TreasuFT$107,820$23,720$131,540
EILEEN O'NEILLSecretaryFT$86,744$19,084$105,828

Board Members and Trustees

NameTitle
Richard LaneChairman of
David HodgesDirector
Sarah MaceachernDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$560,598
Program Service Revenue
$571,523
Investment Income
$41,502
Other Revenue
$15,234
All Other Contributions
$560,598
Change in Net Assets
$-714,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,082,464
Other Expenses$820,686
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$352,621$63,703-$416,324
Current Officers, Directors, Trustees, and Key Employees$314,251$56,765-$371,016
Other Employee Benefits$47,652$79,094-$126,746
Pension Plan Contributions$48,633$60,482-$109,115
Office Expenses$37,545$71,430-$108,975
Occupancy$60,715$17,125-$77,840
Payroll Taxes$41,264$17,999-$59,263
Fees for Services Accounting-$47,840-$47,840
Advertising$41,725$4,087-$45,812
Insurance$1,390$36,338-$37,728
Depreciation Depletion$26,242--$26,242
Travel$4,968$16,442-$21,410
All Other Expenses-$18,430-$18,430
Other Expenses$10,117$54,181-$10,117
Fees for Services Legal-$896-$896
Total Functional Expenses$1,358,338$544,812$0$1,903,150
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

“Richard lane santa barbra, ca 93105 sarah maceachern concord, ma 01742 david hodges santa barbra, ca 93105”

Form 990, Page 6, Part VI, Line 11B

“The federal form 990 is reviewed by members of the governing body and certain officers prior to filing with the internal revenue service.”

Form 990, Page 6, Part VI, Line 12C

“The board annually reviews the conflict of interest policy and discloses any potential conflict of interest. Each director, principal officer and member of a committee with governing board delegated powers shall annually sign a disclosure statement. As conflicts develop, they are discussed by the governing body in their period meetings. If after making further investigation, the governing board or committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.”

Form 990, Page 6, Part VI, Line 15A

“During the compensation review process, comparability data are reviewed and the governing board approves the president's salary.”

Form 990, Page 6, Part VI, Line 15B

“During the compensation review process, comparability data are reviewed and the governing board approves the treasurer's salary and the president approves the secretary's salary.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Aspect Foundation Inc
EIN
94-3040365
Phone
4152288050
Address
1201 HOWARD ST STE E, SAN FRANCISCO, CA 94103

Signing Officer

Name
Victor Guzman
Title
CFO & Treasurer
Phone
4152288050
Signed
2021-01-15

Organization Details

Principal Officer
Vivian Fearen
Formed
1985
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
20
Volunteers
100

Preparer

Firm
Robert R Naugler CPA Pa
Address
6727 W USTICK RD, BOISE, ID 83704
Preparer
Robert R Naugler CPA
Phone
2083220635
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0183636
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IRS990ScheduleA/InvestmentIncomePYPct00.01000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02707783
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013102530
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt074858
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt079973
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt12176670
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0SVCF OPERATION FUND
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1SVCF SCHOLARSHIP FUND
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt05115
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0VIVIAN FEAREN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RICHARD LANE SANTA BARBRA, CA 93105 SARAH MACEACHERN CONCORD, MA 01742 DAVID HODGES SANTA BARBRA, CA 93105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FEDERAL FORM 990 IS REVIEWED BY MEMBERS OF THE GOVERNING BODY AND CERTAIN OFFICERS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND DISCLOSES ANY POTENTIAL CONFLICT OF INTEREST. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A DISCLOSURE STATEMENT. AS CONFLICTS DEVELOP, THEY ARE DISCUSSED BY THE GOVERNING BODY IN THEIR PERIOD MEETINGS. IF AFTER MAKING FURTHER INVESTIGATION, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DURING THE COMPENSATION REVIEW PROCESS, COMPARABILITY DATA ARE REVIEWED AND THE GOVERNING BOARD APPROVES THE PRESIDENT'S SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DURING THE COMPENSATION REVIEW PROCESS, COMPARABILITY DATA ARE REVIEWED AND THE GOVERNING BOARD APPROVES THE TREASURER'S SALARY AND THE PRESIDENT APPROVES THE SECRETARY'S SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalLiabilitiesGrp/BOYAmt0453103
IRS990/TotalLiabilitiesGrp/EOYAmt0592342

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,577,605
Liabilities
$592,342
Net assets
$4,985,263
Revenue
$1,188,857
Expenses
$1,903,150
Net income
-$714,293
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.30$0.54$6.76$2.25$2.36$0.11
2024Detailed filing. Detailed filing data is available for this year.$6.72$0.44$6.28$2.71$2.82$0.11
2023Detailed filing. Detailed filing data is available for this year.$5.99$0.49$5.49$2.04$2.91$0.86
2022Detailed filing. Detailed filing data is available for this year.$5.87$0.52$5.36$2.87$2.79$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.03$0.44$6.59$3.52$2.06$1.46
2020Detailed filing. Detailed filing data is available for this year.$5.58$0.59$4.99$1.19$1.90$0.71
2019Detailed filing. Detailed filing data is available for this year.$5.73$0.45$5.27$3.16$3.14$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.58$0.42$5.16$3.18$2.87$0.30
2017Detailed filing. Detailed filing data is available for this year.$5.27$0.48$4.78$3.26$2.89$0.37
2016Detailed filing. Detailed filing data is available for this year.$4.54$0.33$4.21$2.85$2.76$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.88$1.02$3.86$3.48$2.81$0.68
2014Detailed filing. Detailed filing data is available for this year.$4.36$1.04$3.32$3.23$2.33$0.90
2013Summary only. Only limited summary data is available for this year.$3.07$0.64$2.43$2.99$2.44$0.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.51$1.88$2.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.81$1.23$2.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.67$0.56$2.06