Civic Intelligence

Philanthropic Ventures Foundation

990 • Fiscal year 2015 • EIN 94-3136771

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

Organization ProfileWWW.VENTURESFOUNDATION.ORG

View Organization Page

1222 Preservation Park WayOakland, CA 94612-1201

(510) 645-1890

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

7th percentile

0.01x

Higher debt load relative to revenue than 7% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

9th percentile

-24%

Higher net margin than 9% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

42nd percentile

$150,000

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

4th percentile

-21%

Faster asset growth than 4% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-12%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$18,510,733

Down $4,862,627 (-21%) from 2014

Net Assets

Down

$18,432,377

Down $4,387,874 (-19%) from 2014

Liabilities

Down

$78,356

Down $474,753 (-86%) from 2014

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin9th percentile

Revenue

Down

$10,836,268

Down $1,462,587 (-12%) from 2014

Expenses

Up

$13,437,240

Up $4,828,107 (+56%) from 2014

Net Income

Down

-$2,600,972

Down $6,290,694 (-170%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$100M$50M$0Assets 2010: $13,818,643Liabilities 2010: $101,058Net Assets 2010: $13,717,5852010Assets 2011: $16,286,850Liabilities 2011: $106,419Net Assets 2011: $16,180,4312011Assets 2012: $18,853,463Liabilities 2012: $432,419Net Assets 2012: $18,421,0442012Assets 2013: $20,803,135Liabilities 2013: $1,687,656Net Assets 2013: $19,115,4792013Assets 2014: $23,373,360Liabilities 2014: $553,109Net Assets 2014: $22,820,2512014Assets 2015: $18,510,733Liabilities 2015: $78,356Net Assets 2015: $18,432,3772015Assets 2016: $22,082,543Liabilities 2016: $45,014Net Assets 2016: $22,037,5292016Assets 2017: $21,631,128Liabilities 2017: $572,382Net Assets 2017: $21,058,7462017Assets 2018: $19,527,632Liabilities 2018: $281,059Net Assets 2018: $19,246,5732018Assets 2019: $26,415,593Liabilities 2019: $642,284Net Assets 2019: $25,773,3092019Assets 2020: $31,645,319Liabilities 2020: $858,505Net Assets 2020: $30,786,8142020Assets 2021: $36,414,979Liabilities 2021: $998,653Net Assets 2021: $35,416,3262021Assets 2022: $32,597,542Liabilities 2022: $2,540,660Net Assets 2022: $30,056,8822022Assets 2023: $81,605,913Liabilities 2023: $46,868Net Assets 2023: $81,559,0452023Assets 2024: $89,430,220Liabilities 2024: $54,878Net Assets 2024: $89,375,3422024

Highlighted filing

2015

Assets$18,510,733
Liabilities$78,356
Net Assets$18,432,377
Open 2015 Filing

Operations Trend

Revenue Growth19th percentile

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $6,106,0982010Expenses 2011: $8,517,3262011Expenses 2012: $11,851,4902012Revenue 2013: $11,751,483Expenses 2013: $11,578,660Net Income 2013: $172,8232013Revenue 2014: $12,298,855Expenses 2014: $8,609,133Net Income 2014: $3,689,7222014Revenue 2015: $10,836,268Expenses 2015: $13,437,240Net Income 2015: -$2,600,9722015Revenue 2016: $11,264,424Expenses 2016: $8,074,134Net Income 2016: $3,190,2902016Revenue 2017: $8,679,028Expenses 2017: $10,580,170Net Income 2017: -$1,901,1422017Revenue 2018: $9,447,183Expenses 2018: $10,403,805Net Income 2018: -$956,6222018Revenue 2019: $14,426,011Expenses 2019: $10,519,908Net Income 2019: $3,906,1032019Revenue 2020: $16,137,293Expenses 2020: $13,569,821Net Income 2020: $2,567,4722020Revenue 2021: $20,169,103Expenses 2021: $17,471,267Net Income 2021: $2,697,8362021Revenue 2022: $22,915,613Expenses 2022: $23,373,623Net Income 2022: -$458,0102022Revenue 2023: $71,022,800Expenses 2023: $24,930,502Net Income 2023: $46,092,2982023Revenue 2024: $58,681,026Expenses 2024: $49,068,184Net Income 2024: $9,612,8422024

Highlighted filing

2015

Revenue$10,836,268
Expenses$13,437,240
Net Income-$2,600,972
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$12,671,751
Mission and Program Overview

Mission

To engage creative donors and community partners in grassroots philanthropy via radical collaboration.

Grantmaking and consulting on grantmaking.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$15,951,948$10,659,785▼ $5,292,163
Investments in Publicly Traded Securities$7,301,563$7,707,809▲ $406,246
Cash and Non-Interest-Bearing Accounts$116,339$139,629▲ $23,290
Prepaid Expenses and Deferred Charges$3,510$3,510→ $0
Total Assets$23,373,360$18,510,733▼ $4,862,627
Liabilities
Grants Payable$528,410$55,771▼ $472,639
Accounts Payable and Accrued Expenses$24,699$22,585▼ $2,114
Total Liabilities$553,109$78,356▼ $474,753
Net Assets / Fund Balance
Unrestricted Net Assets$17,636,949$13,592,879▼ $4,044,070
Permanently Rstr Net Assets$4,650,000$4,650,000→ $0
Temporarily Rstr Net Assets$533,302$189,498▼ $343,804
Total Net Assets Fund Balance$22,820,251$18,432,377▼ $4,387,874
Total Liabilities and Net Assets / Fund Balance$23,373,360$18,510,733▼ $4,862,627

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$6,016,959-▼ $57,761-$5,783,502
2014$5,909,312-▲ $286,049-$6,016,959
2013$5,344,179-▲ $755,126-$5,909,312
2012$5,093,691-▲ $438,194-$5,344,179
2011$5,181,238-▲ $79,988-$5,093,691
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bill SomervillePresident/CEOFT$150,000$150,000
Dawn HawkCOOFT$125,000$125,000

Board Members and Trustees

NameTitle
Duncan BeardsleyChairman
Colburn S WilburDirector
Jackie SpeierDirector
James R CodyDirector
Moira C WalshDirector
Sheryl YoungDirector
William E GreenDirector
Albert J HornDIRECTOR (Thru 12/2015)
John CarverDIRECTOR (Thru 7/2015)
James HigaExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$8,994,814
Program Service Revenue
$1,376
Investment Income
$1,840,062
Other Revenue
$16
All Other Contributions
$6,839,482
Change in Net Assets
$-2,600,972

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded15$2,264,501Market Value
Total Noncash Contributions15$2,264,501-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,836,268
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,636,902
Total Revenue per Audited Statements
$9,199,366
Total Revenue per Form 990
$10,836,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$12,780,829
Salaries, Compensation, and Employee Benefits$432,503
Other Expenses$223,908
Total Fundraising Expense$77,090
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,390,099--$11,390,099
Foreign Grants$1,390,730--$1,390,730
Other Salaries and Wages$169,305$20,336$27,471$217,112
Current Officers, Directors, Trustees, and Key Employees$116,970$14,050$18,980$150,000
Fees for Services Accounting-$67,957-$67,957
Fees for Service Investment Mgmnt Fees-$54,320-$54,320
Other Employee Benefits$30,365$3,647$4,927$38,939
Occupancy$26,201$3,148$4,251$33,600
Payroll Taxes$20,627$2,478$3,347$26,452
Advertising--$17,496$17,496
Office Expenses$6,363$6,362-$12,725
Travel$11,658--$11,658
Insurance-$11,050-$11,050
Fees for Services Other-$5,660-$5,660
All Other Expenses$657$1,972-$2,629
Other Expenses$750$877$237$750
Total Functional Expenses$13,167,833$192,317$77,090$13,437,240

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$13,587,240
Expenses per Audited Statements$13,437,240
Total Expenses per Form 990$13,437,240
Expenses Not Reported on Form 990$150,000
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chapter 510Oakland, CA501(c)(3)general support$142,029
Save the BayOakland, CA501(c)(3)Redwood City Bay Fill Prevention$125,000
Grateful GatheringsOakland, CA501(c)(3)general support$121,784
Community Legal Services in East Palo AltoEast Palo Alto, CA501(c)(3)general support and Rescue Housing Fund$118,333
Rocketship EducationRedwood City, CA501(c)(3)support HR position$110,000
Rosalie Rendu CenterEast Palo Alto, CA501(c)(3)Parent Involvement Worker Program$106,500
Youth UprisingOakland, CA501(c)(3)YU Advance$105,000
Bay Area Black United FundOakland, CA501(c)(3)African American Steering Committee$100,000
Beyond 12San Francisco, CA501(c)(3)general support$100,000
Catholic Worker HouseRedwood City, CA501(c)(3)support for work with the poor$96,200
Pacific CenterBerkeley, CA501(c)(3)Alameda Innovations grants$86,000
Aim HighSan Francisco, CA501(c)(3)Peninsula program expansion$75,000
Fresh Lifelines For YouthMilpitas, CA501(c)(3)general support$75,000
Community Health for Asian AmericansOakland, CA501(c)(3)Alameda Innovations grants$64,000
Health ConnectedRedwood City, CA501(c)(3)general support, Belle Haven Reproductive Health Edu.$63,000
PuebloOakland, CA501(c)(3)BIO, listening sessions - All In Alameda Co.$61,271
Rebuilding TogetherMenlo Park, CA501(c)(3)Healthy Housing Challenge, general support$60,500
California Institute for Behavioral Health SolutionsSacramento, CA501(c)(3)Alameda Innovations grants$52,604
10 Books A HomeEast Palo Alto, CA501(c)(3)general support$50,250
EmbraceOakland, CA501(c)(3)general support$50,000
Hoover House CircleStanford, CA501(c)(3)general support$50,000
Human Investment ProjectSan Mateo, CA501(c)(3)general support$50,000
Marin General Hospital FoundationGreenbrae, CA501(c)(3)for Capital Campaign$50,000
Organic Farming Research FoundationSanta Cruz, CA501(c)(3)general support$50,000
Asian Community Mental Health ServicesOakland, CA501(c)(3)Alameda Innovations grants$49,310
Project WeHOPEPalo Alto, CA501(c)(3)to support Dignity on Wheels, mobile shower van to serve homeless$49,000
Saint Francis CenterRedwood City, CA501(c)(3)general support for low-income housing$42,900
Melanie Moore PhDOakland, CA501(c)(3)All In Alameda County consulting$42,791
Alternatives in ActionOakland, CA501(c)(3)McClymonds Youth and Family Center, After School Program Grants$42,161
International Rescue CommitteeNew York, NY501(c)(3)Refugee Well-Being Project, general support$40,992
City of FremontFremont, CA501(c)(3)Peer Mental Health Coach Program$40,000
PeersOakland, CA501(c)(3)Special Message Project$40,000
Senior Support Program of the Tri ValleyPleasanton, CA501(c)(3)Stepping Out and Reaching in (SOAR)$40,000
Public Health InstituteOakland, CA501(c)(3)An SRO Culture of Inclusion$39,991
St Mary's CenterOakland, CA501(c)(3)PEP Peer Elder Program, Tobacco Treatment Interventions$39,065
Lawyers' Committee for Civil Rights (LCCR)San Francisco, CA501(c)(3)Cultivating Fair Chance Employment$38,930
Laney CollegeOakland, CAPeralta Dist.Meng Vocational Scholarships$36,500
Center for Family CounselingOakland, CA501(c)(3)Reaching In: Reducing Isolation$33,101
Haas Center for Public ServiceStanford, CA501(c)(3)program admin fees - SHF/TFF$32,621
The College of St ScholasticaDuluth, MN501(c)(3)Grace Scholarships$32,000
Lucile Packard Foundation for Children's HealthPalo Alto, CA501(c)(3)general support$30,000
Music in the Schools FoundationPalo Alto, CA501(c)(3)general support$30,000
San Francisco OperaSan Francisco, CA501(c)(3)general support$30,000
YCore NetworkStanford, CA501(c)(3)general support, workshop expenses$27,513
Beatitude House Catholic WorkerGuadalupe, CA501(c)(3)general operating expenses, to support work with the poor$27,000
East Palo Alto AcademyEast Palo Alto, CARavenswood Dist.College and Career Initiative, Principal's Discretionary Fund$26,598
Bellflower Boys BasketballBellflower, CA501(c)(3)basketball team travel, general support$26,000
Catholic Worker Hospitality HouseSan Bruno, CA501(c)(3)critical needs of clients$25,000
Grace CathedralSan Francisco, CAChurch2016 Carnivale, Stewardship Campaign, Yoga for Change$25,000
Health and Human Resource Education CenterOakland, CA501(c)(3)FSP Conference$25,000
Next Door Solutions to Domestic ViolenceSan Jose, CA501(c)(3)general support$25,000
Oregon Shakespeare FestivalAshland, OR501(c)(3)general support$25,000
Pinewood SchoolLos Altos, CA501(c)(3)New Quad Project$25,000
River SchoolWashington, DC501(c)(3)Maker Space Project - Leigh Rose$25,000
San Mateo County Parks FoundationMenlo Park, CA501(c)(3)general support$25,000
Sequoia Union High School DistrictSan Carlos, CASequoia Union HS Dissupport tri-district work$25,000
Stanford Hospital PartnersStanford, CA501(c)(3)general support$25,000
TLC for Kids SportsDanville, CA501(c)(3)renovation of baseball field at JFK Park$20,728
ALAS - Ayudando Latinos a SonarEl Granada, CA501(c)(3)support for dance program$20,000
Berkeley Food & Housing ProjectBerkeley, CA501(c)(3)Thrive: Teaming Housing Residents$20,000
Classroom ChampionsJacksonville, FL501(c)(3)expanding program in San Mateo County$20,000
Dorsa Elementary SchoolSan Jose, CAAlum Rock Dist.classroom laptops$20,000
Grupo Palo AltoPalo Alto, CA501(c)(3)Counseling at EPA Phoenix Academy$20,000
Legal Aid Society of San Mateo CountyRedwood City, CA501(c)(3)title/registration for residents$20,000
Mentoring CenterOakland, CA501(c)(3)Transformative Leadership Institute$20,000
Philanthropic Ventures FoundationBerkeley, CA501(c)(3)Bay Area Inspire Awards - SMC$20,000
Planting JusticeOakland, CA501(c)(3)Community Regeneration Project$20,000
Silicon Valley Community FoundationMountain View, CA501(c)(3)support The Big Lift$20,000
Teen Success IncMilpitas, CA501(c)(3)support work at Redwood City sites$20,000
UnaMesa AssociationSan Mateo, CA501(c)(3)pilot partnership with Fremont USD$20,000
Seneca CenterOakland, CA501(c)(3)Unconditional Pride: Clinical Framework$19,890
Eastside College Preparatory SchoolEast Palo Alto, CA501(c)(3)scholarship fund$19,000
Fellowship of Christian AthletesKansas City, MO501(c)(3)scholarships 2015$18,300
Technology for Global SecurityPalo Alto, CA501(c)(3)general support$17,374
LIFE ElderCareFremont, CA501(c)(3)Addressing LGBTQI2-S Elder Healthcare$16,667
Positive Coaching AllianceMountain View, CA501(c)(3)general support, growth fund, fund a cause program$16,000
Puente de la Costa SurPescadero, CA501(c)(3)Medical and Healthcare programs, Christmas season work$16,000
Ireland's Poet-PatriotsAlameda, CA501(c)(3)program support$15,500
Terry's KidsOrinda, CA501(c)(3)general operating expenses, performers for music clinic$15,365
Daly City Youth Health CenterDaly City, CA501(c)(3)director's discretionary grant$15,000
Free At LastEast Palo Alto, CA501(c)(3)general support$15,000
MissseyOakland, CA501(c)(3)general support, Director's Discretionary Grant$15,000
Planned ParenthoodSan Jose, CA501(c)(4)for the Teen Success Scholarship program$15,000
San Francisco Friends of Chamber MusicPalo Alto, CA501(c)(3)African American Composer Initiative$15,000
The Reset FoundationSan Francisco, CA501(c)(3)On-Campus Work Stipends$15,000
1st Presbyterian Church of Santa RosaSanta Rosa, CAChurchgeneral support$14,000
The Gamble InstituteOakland, CA501(c)(3)Street Scholars Peer Mentoring Program$12,998
Kelly Avenue Catholic Worker of Half Moon BayHalf Moon Bay, CA501(c)(3)general support$12,637
San Francisco and Marin Food BanksSan Francisco, CA501(c)(3)general support$12,500
Tenderloin Neighborhood Development CorporationSan Francisco, CA501(c)(3)general support$11,250
San Francisco Study CenterSan Francisco, CA501(c)(3)Brothers on the Rise$11,000
One East Palo AltoEast Palo Alto, CA501(c)(3)YESS Collaborative$10,800
Sequoia Adult School ScholarsMenlo Park, CA501(c)(3)scholarships for college textbooks$10,741
Oakland TrybeOakland, CA501(c)(3)afterschool program grants$10,500
All Star CodeNew York, NY501(c)(3)Bay Area expansion of program$10,000
BenetechPalo Alto, CA501(c)(3)to support the 3D Design Day event$10,000
California Pacific Medical Center FoundationSan Francisco, CA501(c)(3)Patient Assistance Fund$10,000
Camp UnityDaly City, CAJefferson Dist.general support$10,000
Casa de Clara Catholic WorkerSan Jose, CA501(c)(3)general support$10,000
Center for Excellence in NonprofitsRedwood City, CA501(c)(3)general support$10,000
Children's Health CouncilPalo Alto, CA501(c)(3)general support$10,000
EPA Youth CourtEast Palo Alto, CA501(c)(3)general support$10,000
Fractured AtlasNew York, NY501(c)(3)Your Words Matter project$10,000
Housing Leadership Council of San Mateo CountySouth San Francisco, CA501(c)(3)Community Convenes for Action$10,000
International Development Exchange (IDEX)San Francisco, CA501(c)(3)Power to the People project$10,000
International Documentary AssociationLos Angeles, CA501(c)(3)support for endometriosis project$10,000
JobTrainMenlo Park, CA501(c)(3)Renewal of Tool Scholarship Program$10,000
Mz Shirliz Transitional LivingRedwood City, CA501(c)(3)critical needs of clients$10,000
NprCulver City, CA501(c)(3)general support$10,000
One MontanaBozeman, MT501(c)(3)general support$10,000
Partners in EducationPalo Alto, CA501(c)(3)Back to School Challenge Grant$10,000
St Anthony FoundationSan Francisco, CA501(c)(3)basic needs and services for the poor$10,000
The Covenant Presbyterian ChurchSanta Rosa, CAChurchgeneral support$10,000
United Religions InitiativeSan Francisco, CA501(c)(3)general support$10,000
Sunny Hills ServicesBAYCHayward, CA501(c)(3)Critical Conversations Project$9,999
Jefferson Union High School DistrictDaly City, CAJefferson Dist.Wilderness Program, CEEP - Reno Taini$9,500
The Children of Hope AcademySaint George, UT501(c)(3)general support$9,000
Horizons Services Inc (HSI)Hayward, CA501(c)(3)Lambda Youth Project$8,228
All FiveMenlo Park, CA501(c)(3)fire system upgrades to school$8,000
Children's FairylandOakland, CA501(c)(3)TK field trips - 50 schools$8,000
Cottey CollegeNevada, MO501(c)(3)Grace Scholarship$8,000
Keuka CollegeKeuka Park, NY501(c)(3)Grace Scholarship$8,000
Lipscomb UniversityNashville, TN501(c)(3)Destiny Mhishi scholarship$8,000
Mike Rosas MinistriesHouston, TX501(c)(3)general support$8,000
Providence CollegeProvidence, RI501(c)(3)Grace Scholarship$8,000
St John's CollegeSanta Fe, NM501(c)(3)Grace Scholarship$8,000
The Day Worker Center of Mountain ViewMountain View, CA501(c)(3)roof work for air conditioning unit$8,000
Franklin CollegeFranklin, IN501(c)(3)Munashe Mugonda #000186921$7,692
Bayshore Christian MinistriesEast Palo Alto, CA501(c)(3)CREATE Academy summer camp$7,500
Middle East Children's Institute (MECI)Locust Valley, NY501(c)(3)female university scholarships$7,500
Sonrisas Community Dental ClinicHalf Moon Bay, CA501(c)(3)The SMILE Fund$7,500
North Star AcademyRedwood City, CARedwood City Dist.various teacher grants$7,200
Stanford UniversityStanford, CA501(c)(3)Dance in Prisons Aspire EPA Phoenix Academy field trip$6,832
Azusa Pacific UniversityAzusa, CA501(c)(3)PCC Farmhill Scholarship Program$6,500
Lewis & Joan Platt East Palo Alto Family YMCAEast Palo Alto, CA501(c)(3)Teen Institute Summer Enrichment Program$6,500
Street Life MinistriesRedwood City, CA501(c)(3)new permanent pop-up tent$6,080
Foundation for a College EducationPalo Alto, CA501(c)(3)general support, College Transition program$6,000
Peninsula College FundRedwood City, CA501(c)(3)scholarships for 7 PCF scholars$6,000
Family ConnectionsSan Carlos, CA501(c)(3)math materials for preschool classroom, Pre-K program$5,982
Downtown Streets TeamSan Jose, CA501(c)(3)Peery Immediate Response Grants$5,750
Asian Health ServicesOakland, CA501(c)(3)Banteay Srei, The Spot, listening sessions - All In Alameda Co.$5,500
The Michael J Fox FoundationHagerstown, MD501(c)(3)general support$5,500
La Honda Elementary SchoolLa Honda, CALa Honda Dist.various teacher grants$5,400
CenterforceOakland, CA501(c)(3)the ACT Program$5,302
Learning Without LimitsOakland, CAOakland Unified Distvarious teacher grants$5,040

International Summary

Offices
0
Employees
0
Spending
$1,352,082

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North America - Canada and Mexico, but but not the United StatesGrantmaking-00$490,000
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,Grantmaking-00$331,938
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Grantmaking-00$252,526
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumGrantmaking-00$126,836
South AsiaGrantmaking-00$76,591
Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso,Grantmaking-00$42,036
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Grantmaking-00$32,155
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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, Part VI, Section B, line 11

“A copy of the form 990 is provided to all board members via email or surface mail as appropriate prior to filing.”

Form 990, Part VI, Section B, line 12C

“THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH IS REGULARLY AND CONSISTENTLY MONITORED. If a person has a conflict with respect to a transaction they are not permitted to vote.”

Form 990, Part VI, Section B, line 15

“CEO SALARY IS DECIDED ANNUALLY BY A COMPENSATION COMMITTEE COMPRISED OF THE CURRENT CHAIRMAN OF THE BOARD OF DIRECTORS AND THE PAST CHAIRMAN OF THE BOARD. The process is documented and was last performed in 2015.”

Form 990, Part VI, Section C, line 19

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

Filing and Contact Details

Filer

Filer Name
Philanthropic Ventures Foundation
EIN
94-3136771
Phone
5106451890
Address
1222 Preservation Park Way, Oakland, CA 94612-1201

Signing Officer

Name
James Higa
Title
Executive Director
Phone
5106451890
Signed
2016-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Higa
Formed
1991
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
4
Volunteers
8

Preparer

Firm
Moss Adams LLP
Address
101 Second Street Suite 900, San Francisco, CA 94105
Preparer
Lindsey Parnell
Phone
4159561500
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“safety net/poverty community grants and administrative overhead for convening, education and planning”

Part X, Line 2:

“The foundation is a notforprofit organization, exempt from federal income tax under section 501(c)(3) of the u.s internal revenue code (the code), and contributions to it are tax deductible as prescribed by the code. The foundation is also exempt from california income tax under section 23701d of revenue and taxation code. Accordingly, no provision for income taxes has been included in these financial statements. Accounting principles generally accepted in the united states of america require the foundation management to evaluate tax positions taken by the foundation and recognize a tax liability (or asset), if the foundation has taken an uncertain position that more likely than not would not be sustained upon examination by internal revenue service. The foundation has analyzed its tax positions and has concluded that as of december 31, 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 1,946 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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IRS990ScheduleD/DonorAdvisedFundsContriAmt07507422
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt09828657
IRS990ScheduleD/DonorAdvisedFundsHeldCnt048
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt011674489
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0150000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt013437240
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/FundsAndOtherAccountsContriAmt01313096
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt01411190
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt046
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0764785
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1786902
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.80400
IRS990ScheduleD/RevenueNotReportedAmt0-1636902

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,510,733
Liabilities
$78,356
Net assets
$18,432,377
Revenue
$10,836,268
Expenses
$13,437,240
Net income
-$2,600,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.4$0.05$89.4$58.7$49.1$9.61
2023Detailed filing. Detailed filing data is available for this year.$81.6$0.05$81.6$71.0$24.9$46.1
2022Detailed filing. Detailed filing data is available for this year.$32.6$2.54$30.1$22.9$23.4$0.46
2021Detailed filing. Detailed filing data is available for this year.$36.4$1.00$35.4$20.2$17.5$2.70
2020Detailed filing. Detailed filing data is available for this year.$31.6$0.86$30.8$16.1$13.6$2.57
2019Detailed filing. Detailed filing data is available for this year.$26.4$0.64$25.8$14.4$10.5$3.91
2018Detailed filing. Detailed filing data is available for this year.$19.5$0.28$19.2$9.45$10.4$0.96
2017Detailed filing. Detailed filing data is available for this year.$21.6$0.57$21.1$8.68$10.6$1.90
2016Detailed filing. Detailed filing data is available for this year.$22.1$0.05$22.0$11.3$8.07$3.19
2015Detailed filing. Detailed filing data is available for this year.$18.5$0.08$18.4$10.8$13.4$2.60
2014Detailed filing. Detailed filing data is available for this year.$23.4$0.55$22.8$12.3$8.61$3.69
2013Detailed filing. Detailed filing data is available for this year.$20.8$1.69$19.1$11.8$11.6$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.9$0.43$18.4$11.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$0.11$16.2$8.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$0.10$13.7$6.11