Civic Intelligence

The Kimball Foundation

990PF • Fiscal year 2020 • EIN 94-3263448

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 28, 2023

Organization Profile
1660 Bush Street No 300San Francisco, CA 94109

(415) 561-6540

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

11th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

35th percentile

2.2%

Faster asset growth than 35% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

13%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$67,176,959

Up $1,427,157 (+2.2%) from 2019

Net Assets

$67,176,959

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin79th percentile

Revenue

Up

$5,308,566

Up $592,710 (+13%) from 2019

Expenses

Down

$3,881,409

Down $726,329 (-16%) from 2019

Net Income

Up

$1,427,157

Up $1,319,039 (+1220%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$80M$60M$40M$20M$0Assets 2011: $65,493,217Liabilities 2011: $235,4782011Assets 2012: $64,061,378Liabilities 2012: $134,7832012Assets 2013: $63,058,355Liabilities 2013: $02013Assets 2014: $63,761,438Liabilities 2014: $205,7592014Assets 2015: $65,209,410Liabilities 2015: $02015Assets 2019: $65,749,802Liabilities 2019: $02019Assets 2020: $67,176,959Liabilities 2020: $0Net Assets 2020: $67,176,9592020Assets 2021: $70,569,891Liabilities 2021: $0Net Assets 2021: $70,569,8912021Assets 2022: $68,971,957Liabilities 2022: $0Net Assets 2022: $68,971,9572022Assets 2023: $68,362,230Liabilities 2023: $0Net Assets 2023: $68,362,2302023Assets 2024: $71,700,454Liabilities 2024: $0Net Assets 2024: $71,700,4542024

Highlighted filing

2020

Assets$67,176,959
Liabilities$0
Net Assets$67,176,959
Open 2020 Filing

Operations Trend

Revenue Growth74th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,723,259Expenses 2011: $4,054,159Net Income 2011: -$1,330,9002011Revenue 2012: $2,534,576Expenses 2012: $3,865,720Net Income 2012: -$1,331,1442012Revenue 2013: $3,434,561Expenses 2013: $4,302,801Net Income 2013: -$868,2402013Revenue 2014: $5,147,449Expenses 2014: $4,650,125Net Income 2014: $497,3242014Revenue 2015: $6,135,560Expenses 2015: $4,481,829Net Income 2015: $1,653,7312015Revenue 2019: $4,715,856Expenses 2019: $4,607,738Net Income 2019: $108,1182019Revenue 2020: $5,308,566Expenses 2020: $3,881,409Net Income 2020: $1,427,1572020Revenue 2021: $8,835,411Expenses 2021: $5,442,479Net Income 2021: $3,392,9322021Revenue 2022: $3,199,867Expenses 2022: $4,797,801Net Income 2022: -$1,597,9342022Revenue 2023: $4,476,817Expenses 2023: $5,086,544Net Income 2023: -$609,7272023Revenue 2024: $8,351,612Expenses 2024: $5,013,388Net Income 2024: $3,338,2242024

Highlighted filing

2020

Revenue$5,308,566
Expenses$3,881,409
Net Income$1,427,157
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 28, 2023
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GRETCHEN B KIMBALLPresident-$0--
DONALD J MCCUBBINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Kimball Foundation
EIN
94-3263448
Phone
4155616540
Address
1660 BUSH STREET NO 300, SAN FRANCISCO, CA 94109

Signing Officer

Name
Gretchen Kimball
Title
CPA
Phone
4155616540
Signed
2023-03-28
Discuss with paid preparer
Yes

Preparer

Firm
Goldfarb & Slinger Llp
Address
PO BOX 340, EL GRANADA, CA 94018
Preparer
Kent Slinger
Phone
4153972858
Raw XML AppendixShowing 400 of 427 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt10
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt035588
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0381859
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0978309
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0PACIFIC FOUNDATION SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1WELLS FARGO INVESTMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2OSTERWEIS CAPITAL MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3GOLDFARB & SLINGER CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4BNY MELLON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4MANAGEMENT FEES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2ONE MARITIME PLAZA 800
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GRETCHEN B KIMBALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DONALD J MCCUBBIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1425 CALIFORNIA STREET 25TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BELVEDERE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt689125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt7425600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt839955
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2OSTERWEIS FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3CHARLES SCHWAB FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt4NEWPORT ASIA FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt5WELLS FARGO #2 FIXED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt6WELLS FARGO IMA
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt60
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt80
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TaxesSchedule/TaxesDetail/Amt04183
TaxesSchedule/TaxesDetail/Amt112703
TaxesSchedule/TaxesDetail/Amt2945
TaxesSchedule/TaxesDetail/Amt30
TaxesSchedule/TaxesDetail/Amt465300
TaxesSchedule/TaxesDetail/Amt52035
TaxesSchedule/TaxesDetail/Amt65919
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX CITI
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX IMA
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX BNY MELLOON
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAX WELLS FARGO FIXED
TaxesSchedule/TaxesDetail/CategoryTxt4EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt5FOREIGN TAX NEWPORT ASIA
TaxesSchedule/TaxesDetail/CategoryTxt6FOREIGN TAX DODGE & COX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt40
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt50
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt60
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04183
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt112703
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2945
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt465300
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt52035
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt65919
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GRETCHEN KIMBALL

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$67,176,959
Liabilities
$0
Net assets
$67,176,959
Revenue
$5,308,566
Expenses
$3,881,409
Net income
$1,427,157
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$71.7$0.00$71.7$8.35$5.01$3.34
2023Detailed filing. Detailed filing data is available for this year.$68.4$0.00$68.4$4.48$5.09$0.61
2022Detailed filing. Detailed filing data is available for this year.$69.0$0.00$69.0$3.20$4.80$1.60
2021Detailed filing. Detailed filing data is available for this year.$70.6$0.00$70.6$8.84$5.44$3.39
2020Detailed filing. Detailed filing data is available for this year.$67.2$0.00$67.2$5.31$3.88$1.43
2019Summary only. Only limited summary data is available for this year.$65.7$0.00$4.72$4.61$0.11
2015Summary only. Only limited summary data is available for this year.$65.2$0.00$6.14$4.48$1.65
2014Summary only. Only limited summary data is available for this year.$63.8$0.21$5.15$4.65$0.50
2013Summary only. Only limited summary data is available for this year.$63.1$0.00$3.43$4.30$0.87
2012Summary only. Only limited summary data is available for this year.$64.1$0.13$2.53$3.87$1.33
2011Summary only. Only limited summary data is available for this year.$65.5$0.24$2.72$4.05$1.33
Peer Organizations

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