Civic Intelligence

Alan and Nancy Baer Foundation

990PF • Fiscal year 2015 • EIN 94-3226377

Aug 01, 2014 to Jul 31, 2015 • Filed on Nov 06, 2015

Organization Profile
1250 Jones StreetSan Francisco, CA 94109

(415) 673-2903

Siviq Scores

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

Liabilities / Assets

70th percentile

0.12x

Higher debt load relative to assets than 70% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

90th percentile

0.83x

Higher debt load relative to revenue than 90% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

9th percentile

-16%

Faster asset growth than 9% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

223%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$503,075

Down $94,485 (-16%) from 2014

Net Assets

Up

$441,525

Up $42,447 (+11%) from 2014

Liabilities

Down

$61,550

Down $136,932 (-69%) from 2014

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin92nd percentile

Revenue

Up

$74,261

Up $51,279 (+223%) from 2014

Expenses

Down

$31,814

Down $2,732 (-7.9%) from 2014

Net Income

Up

$42,447

Up $54,011 (+467%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$800K$600K$400K$200K$0Assets 2011: $323,851Liabilities 2011: $184,191Net Assets 2011: $139,6602011Assets 2012: $716,778Liabilities 2012: $242,538Net Assets 2012: $474,2402012Assets 2013: $606,264Liabilities 2013: $195,622Net Assets 2013: $410,6422013Assets 2014: $597,560Liabilities 2014: $198,482Net Assets 2014: $399,0782014Assets 2015: $503,075Liabilities 2015: $61,550Net Assets 2015: $441,5252015Assets 2016: $575,902Liabilities 2016: $208,570Net Assets 2016: $367,3322016Assets 2017: $594,219Liabilities 2017: $184,734Net Assets 2017: $409,4852017

Highlighted filing

2015

Assets$503,075
Liabilities$61,550
Net Assets$441,525
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

$100K$50K$0-$50K-$100KExpenses 2011: $32,2142011Expenses 2012: $37,7232012Expenses 2013: $25,2392013Revenue 2014: $22,982Expenses 2014: $34,546Net Income 2014: -$11,5642014Revenue 2015: $74,261Expenses 2015: $31,814Net Income 2015: $42,4472015Revenue 2016: -$53,007Expenses 2016: $21,186Net Income 2016: -$74,1932016Revenue 2017: $85,992Expenses 2017: $43,839Net Income 2017: $42,1532017

Highlighted filing

2015

Revenue$74,261
Expenses$31,814
Net Income$42,447
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Nov 6, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN BAERPres/TreaPT$0--
LISA TWILLINGVice PresPT$0--
JACK TWILLINGBoard MemberPT$0--
ARIA TWILLINGBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Alan and Nancy Baer Foundation
EIN
94-3226377
Phone
4156732903
Address
1250 JONES STREET, SAN FRANCISCO, CA 94109

Signing Officer

Name
Alan Baer
Title
President/treasurer
Phone
4156732903
Signed
2015-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Edward L Jew CPA
Address
PO BOX 2271, DANVILLE, CA 94526
Preparer
Edward L Jew
Phone
9257366131
Raw XML Appendix359 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR WOMEN COLLEGESCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT GROUPCHILDREN CANCER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FOR THE BALLETSCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CANCER SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CANCER SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MILLS COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UCLA TED MANN FAMILY RESOURCE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UC BERKELEY LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ABT SCHOOL OF AMERICAN BALLET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15000 MACARTHUR BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2200 UCLA MEDICAL PLAZA 502
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7333 7TH AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BOLINAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6DALLAS
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019982
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019982
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0126843
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022457
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024980
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025070
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt024536
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022457
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022457
IRS990PF/UndistributedIncomeGrp/Taxable2Amt020545
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0146825
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09299
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020545
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01250 Jones Street 1801
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0San Francisco
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IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt024000
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IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-12-18
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Donated paintings
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Donated paintings
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2Donated paintings
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1250000
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0133
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0133
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0198482
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1198482
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Margin account liabilities
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Margin account liabilities
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0-4806
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1-4806
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN BAER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04156732903
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALAN AND NANCY BAER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALAN
ReturnHeader/Filer/EIN0943226377
ReturnHeader/Filer/PhoneNum04156732903
ReturnHeader/Filer/USAddress/AddressLine1Txt01250 JONES STREET
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDWARD L JEW CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2271
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094526
ReturnHeader/PreparerPersonGrp/PhoneNum09257366131
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD L JEW
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-15T15:28:58-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$503,075
Liabilities
$61,550
Net assets
$441,525
Revenue
$74,261
Expenses
$31,814
Net income
$42,447
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$5.94$1.85$4.09$0.86$0.44$0.42
2016Detailed filing. Detailed filing data is available for this year.$5.76$2.09$3.67$0.53$0.21$0.74
2015Detailed filing. Detailed filing data is available for this year.$5.03$0.62$4.42$0.74$0.32$0.42
2014Detailed filing. Detailed filing data is available for this year.$5.98$1.98$3.99$0.23$0.35$0.12
2013Detailed filing. Detailed filing data is available for this year.$6.06$1.96$4.11$0.25
2012Detailed filing. Detailed filing data is available for this year.$7.17$2.43$4.74$0.38
2011Detailed filing. Detailed filing data is available for this year.$3.24$1.84$1.40$0.32