Civic Intelligence

Alan and Nancy Baer Foundation

990PF • Fiscal year 2016 • EIN 94-3226377

Aug 01, 2015 to Jul 31, 2016 • Filed on Oct 13, 2016

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

83rd percentile

0.36x

Higher debt load relative to assets than 83% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

99th percentile

140%

Higher net margin than 99% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

78th percentile

14%

Faster asset growth than 78% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$575,902

Up $72,827 (+14%) from 2015

Net Assets

Down

$367,332

Down $74,193 (-17%) from 2015

Liabilities

Up

$208,570

Up $147,020 (+239%) from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$53,007

Down $127,268 (-171%) from 2015

Expenses

Down

$21,186

Down $10,628 (-33%) from 2015

Net Income

Down

-$74,193

Down $116,640 (-275%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2016

Assets$575,902
Liabilities$208,570
Net Assets$367,332
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2016

Revenue-$53,007
Expenses$21,186
Net Income-$74,193
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Oct 13, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay54th 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
2016-10-13
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 Appendix352 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/RecipientBusinessName/BusinessNameLine1Txt3UC BERKELEY LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ABT SCHOOL OF AMERICAN BALLET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7DOCTORS WITHOUT BORDERS
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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/AddressLine1Txt65323 HARRY HINES BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7333 7TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81399 SOUTH ROXBURY DR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BOLINAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Los Angeles
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd890035
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012200
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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
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022457
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024980
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt029800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024536
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024536
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0102307
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022457
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024980
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025070
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt029800
IRS990PF/UndistributedIncomeGrp/Taxable2Amt09299
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0126843
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0126843
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09299
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ALAN BAER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01250 JONES STREET 1801
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN FRANCISCO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
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IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt09440
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt110078
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0100 SHARES OF FACEBOOK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc185 SHARES OF FACEBOOK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-09-18
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12016-06-09
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
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2250000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0226
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0-4806
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1-4806
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Margin account liabilities
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Margin account liabilities
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0208570
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1208570
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN BAER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04156732903
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-13
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/ReturnTs02016-10-22T18:26:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$575,902
Liabilities
$208,570
Net assets
$367,332
Revenue
-$53,007
Expenses
$21,186
Net income
-$74,193
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