Civic Intelligence

Joseph & Victoria Cotchett Foundation

990PF • Fiscal year 2017 • EIN 94-3195062

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

840 Malcolm Rd Ste 200Burlingame, CA 94010-1401

(650) 697-6000

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-1934%

Higher net margin than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

-1.0%

Faster asset growth than 43% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

0.0%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$63,787

Down $619 (-1.0%) from 2016

Net Assets

Down

$63,787

Down $619 (-1.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Flat

$32

Flat from 2016

Expenses

Down

$651

Down $80 (-11%) from 2016

Net Income

Up

-$619

Up $80 (+11%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $185,391Liabilities 2010: $0Net Assets 2010: $185,3912010Assets 2011: $184,929Liabilities 2011: $0Net Assets 2011: $184,9292011Assets 2012: $184,135Liabilities 2012: $0Net Assets 2012: $184,1352012Assets 2013: $176,203Liabilities 2013: $0Net Assets 2013: $176,2032013Assets 2014: $165,790Liabilities 2014: $0Net Assets 2014: $165,7902014Assets 2015: $65,105Liabilities 2015: $0Net Assets 2015: $65,1052015Assets 2016: $64,406Liabilities 2016: $0Net Assets 2016: $64,4062016Assets 2017: $63,787Liabilities 2017: $0Net Assets 2017: $63,7872017Assets 2018: $63,184Liabilities 2018: $0Net Assets 2018: $63,1842018Assets 2019: $42,702Liabilities 2019: $0Net Assets 2019: $42,7022019Assets 2020: $27,714Liabilities 2020: $0Net Assets 2020: $27,7142020Assets 2021: $127,314Liabilities 2021: $0Net Assets 2021: $127,3142021Assets 2022: $127,595Liabilities 2022: $0Net Assets 2022: $127,5952022Assets 2023: $28,329Liabilities 2023: $0Net Assets 2023: $28,3292023Assets 2024: $2,427,769Liabilities 2024: $0Net Assets 2024: $2,427,7692024

Highlighted filing

2017

Assets$63,787
Liabilities$0
Net Assets$63,787

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $88,1262010Expenses 2011: $2,0882011Expenses 2012: $7982012Revenue 2013: $2,484Expenses 2013: $10,416Net Income 2013: -$7,9322013Revenue 2014: $457Expenses 2014: $10,820Net Income 2014: -$10,3632014Revenue 2015: $94Expenses 2015: $100,779Net Income 2015: -$100,6852015Revenue 2016: $32Expenses 2016: $731Net Income 2016: -$6992016Revenue 2017: $32Expenses 2017: $651Net Income 2017: -$6192017Revenue 2018: $73Expenses 2018: $676Net Income 2018: -$6032018Revenue 2019: $49Expenses 2019: $20,531Net Income 2019: -$20,4822019Revenue 2020: $22Expenses 2020: $15,010Net Income 2020: -$14,9882020Revenue 2021: $100,124Expenses 2021: $524Net Income 2021: $99,6002021Revenue 2022: $100,883Expenses 2022: $100,602Net Income 2022: $2812022Revenue 2023: $821Expenses 2023: $100,087Net Income 2023: -$99,2662023Revenue 2024: $2,450,001Expenses 2024: $50,561Net Income 2024: $2,399,4402024

Highlighted filing

2017

Revenue$32
Expenses$651
Net Income-$619
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH W COTCHETTCEO-$0--
PHYLLIS LEESecretary-$0--
MICHAEL ELLINGSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Joseph W Cotchett Foundation
EIN
94-3195062
Phone
6506976000
Address
840 MALCOLM RD STE 200, BURLINGAME, CA 94010-1401

Signing Officer

Name
Joseph W Cotchett
Title
CEO
Phone
6506976000
Signed
2018-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Singerlewak Llp
Address
262 GRAND AVENUE, S SAN FRANCISCO, CA 94080
Preparer
Michael Ellingson
Phone
6508727600
Raw XML Appendix278 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/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt090593
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt093742
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt11
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH W COTCHETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06506976000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOSEPH W COTCHETT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0943195062
ReturnHeader/Filer/PhoneNum06506976000
ReturnHeader/Filer/USAddress/AddressLine1Txt0840 MALCOLM RD STE 200
ReturnHeader/Filer/USAddress/CityNm0BURLINGAME
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0940101401
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EE68B8979CA1B9DFEE302F43C230FEC4FBD101AF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EE68B8979CA1B9DFEE302F43C230FEC4FBD101AF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0206.169.119.90
ReturnHeader/FilingSecurityInformation/IPDt02018-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm017:06:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952302617
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SINGERLEWAK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0262 GRAND AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0S SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094080
ReturnHeader/PreparerPersonGrp/PhoneNum06508727600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL ELLINGSON
ReturnHeader/ReturnTs02018-05-09T12:48:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$2.45$0.05$2.40
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.10$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.10$0.10$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.10$0.00$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.10$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.00$0.01$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.00$0.01$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.09