Civic Intelligence

Kalliopeia Foundation

990PF • Fiscal year 2020 • EIN 94-3270387

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

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

23rd percentile

0.02x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

41st percentile

0.33x

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

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

5th percentile

-97%

Higher net margin than 5% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

13th percentile

$10,000

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

24th percentile

-0.2%

Faster asset growth than 24% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-68%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$116,317,947

Down $190,029 (-0.2%) from 2019

Net Assets

Down

$114,390,015

Down $308,428 (-0.3%) from 2019

Liabilities

Up

$1,927,932

Up $118,399 (+6.5%) from 2019

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin5th percentile

Revenue

Down

$5,855,321

Down $12,546,508 (-68%) from 2019

Expenses

Down

$11,531,492

Down $434,183 (-3.6%) from 2019

Net Income

Down

-$5,676,171

Down $12,112,325 (-188%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2020

Assets$116,317,947
Liabilities$1,927,932
Net Assets$114,390,015
Open 2020 Filing

Operations Trend

Revenue Growth3rd 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

2020

Revenue$5,855,321
Expenses$11,531,492
Net Income-$5,676,171
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
L KlegerDirector-$10,000-$10,000
S ManuDirector-$10,000-$10,000
D WeerenSecretary-$10,000-$10,000
T SargentTreasurer-$0--
M HornBoard Chair-$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
Zoe Fuller-Rowell
Title
Executive Director
Signed
2021-11-11
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
Raw XML AppendixShowing 400 of 874 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18First Nations Community Financial
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12104355
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-212426
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt030000
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06625000
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt063762
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IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0257081
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt01932752
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt01933052
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt018480
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01029325
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-138025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-533247
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0281693
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0543883
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0797821
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0617636
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt01257
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt01257
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0157
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt015900
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt029230
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010638780
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0602284
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt011531492
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05597206
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05855321
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04068780
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0602284
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04906492
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt021414
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt021414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt043412630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1167951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3185386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04126024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1196640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3185386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-185386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04126024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1196640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3185386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-185386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt047538654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1196640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2167951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3185386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sales of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Gain from Investment Psp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Asset Disposal
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Capital Gains from Investment Psps
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Cap Gains fr Psps- Reported on 990-T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04321389
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5676171
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05367743
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0114390015
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0114698443
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0114390015
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05299948
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05299948
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05299948
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05369377
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt069429
IRS990PF/DistributableAmountGrp/TotalTaxAmt069429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt032937
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt057500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt045000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt069429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt032937
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt069429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt069429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0102500
IRS990PF/FMVAssetsEOYAmt0116317947
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0280976
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0409953
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt024377
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt08720
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt024377
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt024377
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03329425
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03959136
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03959136
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06061470
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt011384169
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt011384169
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt051357838

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Filings

Displayed year

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

Open filing
Assets
$116,317,947
Liabilities
$1,927,932
Net assets
$114,390,015
Revenue
$5,855,321
Expenses
$11,531,492
Net income
-$5,676,171
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