Civic Intelligence

Kalliopeia Foundation

990PF • Fiscal year 2015 • EIN 94-3270387

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization Profile

View Organization Page

PO Box 151020San Rafael, CA 94915

(415) 482-1043

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.02x

Higher debt load relative to revenue than 16% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

11th percentile

$10,000

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2015 filings • $50M-$100M nonprofits • Source year 2015

Asset Growth

63rd percentile

4.3%

Faster asset growth than 63% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

29th percentile

-3.7%

Faster revenue growth than 29% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$90,079,035

Up $3,700,393 (+4.3%) from 2014

Net Assets

Up

$89,702,469

Up $3,880,740 (+4.5%) from 2014

Liabilities

Down

$376,566

Down $180,347 (-32%) from 2014

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin87th percentile

Revenue

Down

$17,809,980

Down $691,869 (-3.7%) from 2014

Expenses

Up

$10,410,295

Up $426,762 (+4.3%) from 2014

Net Income

Down

$7,399,685

Down $1,118,631 (-13%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$300M$200M$100M$0Assets 2011: $61,276,780Liabilities 2011: $219,5472011Assets 2012: $71,774,714Liabilities 2012: $167,8612012Assets 2013: $79,583,730Liabilities 2013: $349,9832013Assets 2014: $86,378,642Liabilities 2014: $556,913Net Assets 2014: $85,821,7292014Assets 2015: $90,079,035Liabilities 2015: $376,566Net Assets 2015: $89,702,4692015Assets 2016: $96,604,106Liabilities 2016: $408,818Net Assets 2016: $96,195,2882016Assets 2017: $106,303,390Liabilities 2017: $819,949Net Assets 2017: $105,483,4412017Assets 2018: $103,749,324Liabilities 2018: $1,527,306Net Assets 2018: $102,222,0182018Assets 2019: $116,507,976Liabilities 2019: $1,809,533Net Assets 2019: $114,698,4432019Assets 2020: $116,317,947Liabilities 2020: $1,927,932Net Assets 2020: $114,390,0152020Assets 2021: $117,739,636Liabilities 2021: $1,878,278Net Assets 2021: $115,861,3582021Assets 2022: $228,488,345Liabilities 2022: $4,895,314Net Assets 2022: $223,593,0312022Assets 2023: $284,507,941Liabilities 2023: $5,094,970Net Assets 2023: $279,412,9712023Assets 2024: $291,607,071Liabilities 2024: $3,923,648Net Assets 2024: $287,683,4232024

Highlighted filing

2015

Assets$90,079,035
Liabilities$376,566
Net Assets$89,702,469
Open 2015 Filing

Operations Trend

Revenue Growth29th percentile

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

$150M$100M$50M$0-$50MRevenue 2011: $6,604,306Expenses 2011: $8,962,648Net Income 2011: -$2,358,3422011Revenue 2012: $17,534,605Expenses 2012: $8,996,111Net Income 2012: $8,538,4942012Revenue 2013: $13,146,665Expenses 2013: $11,536,875Net Income 2013: $1,609,7902013Revenue 2014: $18,501,849Expenses 2014: $9,983,533Net Income 2014: $8,518,3162014Revenue 2015: $17,809,980Expenses 2015: $10,410,295Net Income 2015: $7,399,6852015Revenue 2016: $14,479,066Expenses 2016: $9,672,324Net Income 2016: $4,806,7422016Revenue 2017: $14,732,960Expenses 2017: $10,872,234Net Income 2017: $3,860,7262017Revenue 2018: $14,321,133Expenses 2018: $11,519,994Net Income 2018: $2,801,1392018Revenue 2019: $18,401,829Expenses 2019: $11,965,675Net Income 2019: $6,436,1542019Revenue 2020: $5,855,321Expenses 2020: $11,531,492Net Income 2020: -$5,676,1712020Revenue 2021: $4,536,104Expenses 2021: $11,944,201Net Income 2021: -$7,408,0972021Revenue 2022: $139,078,294Expenses 2022: $16,055,219Net Income 2022: $123,023,0752022Revenue 2023: $46,125,271Expenses 2023: $15,208,871Net Income 2023: $30,916,4002023Revenue 2024: $18,406,741Expenses 2024: $14,205,571Net Income 2024: $4,201,1702024

Highlighted filing

2015

Revenue$17,809,980
Expenses$10,410,295
Net Income$7,399,685
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
S HassenSecretary & Director-$10,000-$10,000
D WeerenDirector-$10,000-$10,000
T SargentTreasurer-$0--
B SargentPresident & DirectorPT$0--
B WhitmoreDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kalliopeia Foundation
EIN
94-3270387
Phone
4154821043
Address
PO Box 151020, San Rafael, CA 94915

Signing Officer

Name
T Sargent
Title
Treasurer
Signed
2016-11-14
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Erik Satow
Phone
4159830200
Raw XML AppendixShowing 400 of 631 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/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2180C Sunset Way
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt31415 Western Avenue Suite 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt4600 Vine Street Suite 2000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt310000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1T Sargent
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2B Sargent
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3D Weeren
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4B Whitmore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Secretary & Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2President & Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 151020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 151020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 151020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO Box 151020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Rafael
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Rafael
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2San Rafael
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3San Rafael
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4San Rafael
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494915
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt04
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt011050629
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt011108317
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt09333218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt010961047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt08667303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt08451518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt07097072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.152640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.13800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.16192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.16926
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.15910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.13493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt057688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt072396679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt067631677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt067694988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt051208593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt053121580
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt052598805
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt09779788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.763200
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt09779788
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt09779788
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt09779788
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01a
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Program Service Revenue - Global Oneness Project
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$90,079,035
Liabilities
$376,566
Net assets
$89,702,469
Revenue
$17,809,980
Expenses
$10,410,295
Net income
$7,399,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$292$3.92$288$18.4$14.2$4.20
2023Detailed filing. Detailed filing data is available for this year.$285$5.09$279$46.1$15.2$30.9
2022Detailed filing. Detailed filing data is available for this year.$228$4.90$224$139$16.1$123
2021Detailed filing. Detailed filing data is available for this year.$118$1.88$116$4.54$11.9$7.41
2020Detailed filing. Detailed filing data is available for this year.$116$1.93$114$5.86$11.5$5.68
2019Detailed filing. Detailed filing data is available for this year.$117$1.81$115$18.4$12.0$6.44
2018Detailed filing. Detailed filing data is available for this year.$104$1.53$102$14.3$11.5$2.80
2017Detailed filing. Detailed filing data is available for this year.$106$0.82$105$14.7$10.9$3.86
2016Detailed filing. Detailed filing data is available for this year.$96.6$0.41$96.2$14.5$9.67$4.81
2015Detailed filing. Detailed filing data is available for this year.$90.1$0.38$89.7$17.8$10.4$7.40
2014Detailed filing. Detailed filing data is available for this year.$86.4$0.56$85.8$18.5$9.98$8.52
2013Summary only. Only limited summary data is available for this year.$79.6$0.35$13.1$11.5$1.61
2012Summary only. Only limited summary data is available for this year.$71.8$0.17$17.5$9.00$8.54
2011Summary only. Only limited summary data is available for this year.$61.3$0.22$6.60$8.96$2.36