Civic Intelligence

Cleo Foundation

990PF • Fiscal year 2021 • EIN 94-3269201

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 30, 2022

Organization Profile
1660 Bush St 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

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.10x

Higher debt load relative to revenue than 61% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

8th percentile

-45%

Higher net margin than 8% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

49th percentile

6.5%

Faster asset growth than 49% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

61st percentile

27%

Faster revenue growth than 61% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$3,692,265

Up $225,839 (+6.5%) from 2020

Net Assets

Up

$3,676,880

Up $221,309 (+6.4%) from 2020

Liabilities

Up

$15,385

Up $4,530 (+42%) from 2020

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin8th percentile

Revenue

Up

$149,650

Up $31,871 (+27%) from 2020

Expenses

Up

$216,887

Up $65,417 (+43%) from 2020

Net Income

Down

-$67,237

Down $33,546 (-100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,765,482Liabilities 2010: $0Net Assets 2010: $2,765,4822010Assets 2011: $2,711,809Liabilities 2011: $0Net Assets 2011: $2,711,8092011Assets 2012: $2,848,323Liabilities 2012: $0Net Assets 2012: $2,848,3232012Assets 2013: $3,302,095Liabilities 2013: $989Net Assets 2013: $3,301,1062013Assets 2014: $3,320,702Liabilities 2014: $4,313Net Assets 2014: $3,316,3892014Assets 2015: $3,153,751Liabilities 2015: $4,820Net Assets 2015: $3,148,9312015Assets 2016: $3,125,860Liabilities 2016: $0Net Assets 2016: $3,125,8602016Assets 2017: $3,285,842Liabilities 2017: $1,292Net Assets 2017: $3,284,5502017Assets 2018: $2,899,365Liabilities 2018: $1,131Net Assets 2018: $2,898,2342018Assets 2019: $3,279,644Liabilities 2019: $65,370Net Assets 2019: $3,214,2742019Assets 2020: $3,466,426Liabilities 2020: $10,855Net Assets 2020: $3,455,5712020Assets 2021: $3,692,265Liabilities 2021: $15,385Net Assets 2021: $3,676,8802021Assets 2022: $2,881,066Liabilities 2022: $4,498Net Assets 2022: $2,876,5682022Assets 2023: $3,105,057Liabilities 2023: $9,593Net Assets 2023: $3,095,4642023Assets 2024: $3,216,339Liabilities 2024: $3,086Net Assets 2024: $3,213,2532024

Highlighted filing

2021

Assets$3,692,265
Liabilities$15,385
Net Assets$3,676,880
Open 2021 Filing

Operations Trend

Revenue Growth61st percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $142,1042010Expenses 2011: $230,7172011Expenses 2012: $177,3242012Revenue 2013: $293,535Expenses 2013: $168,025Net Income 2013: $125,5102013Revenue 2014: $567,194Expenses 2014: $193,209Net Income 2014: $373,9852014Revenue 2015: $168,339Expenses 2015: $184,729Net Income 2015: -$16,3902015Revenue 2016: -$40,440Expenses 2016: $170,451Net Income 2016: -$210,8912016Revenue 2017: $174,031Expenses 2017: $180,397Net Income 2017: -$6,3662017Revenue 2018: $82,228Expenses 2018: $188,899Net Income 2018: -$106,6712018Revenue 2019: $98,905Expenses 2019: $254,639Net Income 2019: -$155,7342019Revenue 2020: $117,779Expenses 2020: $151,470Net Income 2020: -$33,6912020Revenue 2021: $149,650Expenses 2021: $216,887Net Income 2021: -$67,2372021Revenue 2022: $55,604Expenses 2022: $198,222Net Income 2022: -$142,6182022Revenue 2023: $127,104Expenses 2023: $224,257Net Income 2023: -$97,1532023Revenue 2024: $178,358Expenses 2024: $222,102Net Income 2024: -$43,7442024

Highlighted filing

2021

Revenue$149,650
Expenses$216,887
Net Income-$67,237
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 30, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL W CASEYPresident-$0--
PATRICK HEALYTreas/Secy-$0--
STEPHANIE HOLBROOKBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Cleo Foundation
EIN
94-3269201
Phone
4155616540
Address
1660 BUSH ST 300, SAN FRANCISCO, CA 94109

Signing Officer

Name
Carol W Casey
Title
President
Signed
2022-08-30
Discuss with paid preparer
Yes

Preparer

Firm
M Wentworth Inc
Address
3075 CITRUS CIRCLE-SUITE 195, WALNUT CREEK, CA 94598
Preparer
Michael T Wentworth
Phone
9259461122
Raw XML AppendixShowing 400 of 432 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/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JENNIFER PEREZ BROWN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT THE Youth in Wilderness PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT SECOND CHANCE SCHOLARSHIPS AND SUMMER INTERNSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO SUPPORT YOUTH OUTDOOR PROGRAMS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO SUPPORT THE TINKER TIME DROP-IN SCIENCE PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO SUPPORT THE Tech Scholar Tutorial Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO SUPPORT THE Outreach to the Latinx Community in Southern Monterey County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11TO SUPPORT THE Wings of Knowledge Program in Monterey County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12TO SUPPORT THE Program for multicultural arts organization
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6ACTION COUNCIL MONTEREY COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Boys and Girls Club of Ukiah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Central Coast VNA Hospice
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Chartwell School
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12Palenke Arts
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt120 Maple Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 4071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5680 WEST BEACH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6295 Main Street Suite 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71640 South State Street PO Box 67
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt85 Lower Ragsdale Drive PO Box 2480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92511 Numa Watson Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10945 S Main Street Suite 107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11PO Box 1705
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121713 Broadway Ave
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt038011
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019011
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04493
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt095503
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018773
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt038011
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019011
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015215
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04493
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0197075
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018773
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt095503
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt076730
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt09477
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DEFERRED FED EXCISE TAX
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt013487
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1295
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt033151
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15873
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FOUNDATION MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt026521
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03315
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt15873
TaxesSchedule/TaxesDetail/Amt01937
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/Amt24011
TaxesSchedule/TaxesDetail/Amt320
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ATTY GENL-REGISTRY OF CHARITABLE TRUSTS
TaxesSchedule/TaxesDetail/CategoryTxt2DEFERRED FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt3SECRETARY OF STATE FILING FEE

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,692,265
Liabilities
$15,385
Net assets
$3,676,880
Revenue
$149,650
Expenses
$216,887
Net income
-$67,237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.21$0.18$0.22$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.11$0.01$3.10$0.13$0.22$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.06$0.20$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.69$0.02$3.68$0.15$0.22$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.47$0.01$3.46$0.12$0.15$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.28$0.07$3.21$0.10$0.25$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.08$0.19$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.28$0.17$0.18$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.04$0.17$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.17$0.18$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.57$0.19$0.37
2013Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.29$0.17$0.13
2012Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.18
2011Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.23
2010Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.14