Civic Intelligence

The Tae Foundation

990PF • Fiscal year 2021 • EIN 94-3272444

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

27 Cobblestone LaneSan Carlos, CA 94070

(650) 336-0652

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

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

Liabilities / Revenue

30th percentile

0.00x

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

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

Net Margin

25th percentile

-1.2%

Higher net margin than 25% 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

74th percentile

20%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

67th percentile

37%

Faster revenue growth than 67% of similar nonprofits.

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

Assets

Up

$1,130,149

Up $192,092 (+20%) from 2020

Net Assets

Up

$1,130,149

Up $192,092 (+20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$44,890

Up $12,113 (+37%) from 2020

Expenses

Up

$45,420

Up $1,061 (+2.4%) from 2020

Net Income

Up

-$530

Up $11,052 (+95%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $475,584Liabilities 2011: $02011Assets 2012: $508,339Liabilities 2012: $02012Assets 2013: $592,731Liabilities 2013: $02013Assets 2014: $618,403Liabilities 2014: $0Net Assets 2014: $618,4032014Assets 2015: $590,700Liabilities 2015: $0Net Assets 2015: $590,7002015Assets 2016: $631,288Liabilities 2016: $0Net Assets 2016: $631,2882016Assets 2017: $728,544Liabilities 2017: $0Net Assets 2017: $728,5442017Assets 2018: $656,657Liabilities 2018: $0Net Assets 2018: $656,6572018Assets 2019: $817,887Liabilities 2019: $0Net Assets 2019: $817,8872019Assets 2020: $938,057Liabilities 2020: $0Net Assets 2020: $938,0572020Assets 2021: $1,130,149Liabilities 2021: $0Net Assets 2021: $1,130,1492021Assets 2022: $860,996Liabilities 2022: $0Net Assets 2022: $860,9962022Assets 2023: $1,022,438Liabilities 2023: $0Net Assets 2023: $1,022,4382023Assets 2024: $1,215,567Liabilities 2024: $0Net Assets 2024: $1,215,5672024

Highlighted filing

2021

Assets$1,130,149
Liabilities$0
Net Assets$1,130,149

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $12,865Expenses 2011: $24,798Net Income 2011: -$11,9332011Revenue 2012: $809Expenses 2012: $24,756Net Income 2012: -$23,9472012Revenue 2013: $9,546Expenses 2013: $25,698Net Income 2013: -$16,1522013Revenue 2014: $20,009Expenses 2014: $28,866Net Income 2014: -$8,8572014Revenue 2015: $20,425Expenses 2015: $31,554Net Income 2015: -$11,1292015Revenue 2016: $18,993Expenses 2016: $31,490Net Income 2016: -$12,4972016Revenue 2017: $20,673Expenses 2017: $31,951Net Income 2017: -$11,2782017Revenue 2018: $26,495Expenses 2018: $35,171Net Income 2018: -$8,6762018Revenue 2019: $26,557Expenses 2019: $35,881Net Income 2019: -$9,3242019Revenue 2020: $32,777Expenses 2020: $44,359Net Income 2020: -$11,5822020Revenue 2021: $44,890Expenses 2021: $45,420Net Income 2021: -$5302021Revenue 2022: $40,224Expenses 2022: $52,988Net Income 2022: -$12,7642022Revenue 2023: $40,004Expenses 2023: $54,748Net Income 2023: -$14,7442023Revenue 2024: $43,762Expenses 2024: $49,202Net Income 2024: -$5,4402024

Highlighted filing

2021

Revenue$44,890
Expenses$45,420
Net Income-$530
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maria PeusePresident-$0--
Bruce PeuseCFO-$0--
JAMIN CREEDSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Tae Foundation
EIN
94-3272444
Phone
6503360652
Address
27 COBBLESTONE LANE, SAN CARLOS, CA 94070

Signing Officer

Name
Maria Peuse
Title
President
Signed
2022-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Bayshore Tax & Consulting
Address
2479 E Bayshore Rd 250, Palo Alto, CA 94303
Preparer
Gopal Ghising
Phone
6503269100
Raw XML Appendix245 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/NetInvestmentIncomeAmt01125
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt015794
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt050930
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IRS990PF/DistributableAmountGrp/TotalTaxAmt0607
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0607
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0607
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0498
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0115
IRS990PF/FMVAssetsEOYAmt01130149
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0925501
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012903
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01021201
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015512
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt050930
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01018592
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01034104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Maria Peuse
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Bruce Peuse
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMIN CREED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt027 Cobblestone Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt127 Cobblestone Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt227 Cobblestone Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Carlos
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Carlos
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2San Carlos
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2940704466
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt043000
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN CARLOS
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Maria Peuse
IRS990PF/StatementsRegardingActyGrp/PhoneNum06504250689
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TAE FOUNDATION WAS SET UP TO HELP OFFSET THE FINANCIAL GAP BETWEEN THE NEEDS OF THE PUBLIC EDUCATION SYSTEM AND ITS BUDGET SHORTFALLS. DONATIONS ARE MADE TO LOCAL SCHOOLS AND EDUCATION FOUNDATIONS TO HELP OFFSET THE COSTS OF MATERIALS AND TO PROVIDE DISCRETIONARY FUNDS TO ENRICH THE STUDENTS' EDUCATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER OF INTRODUCTION AND OR BROCHURE WITH CONTACT INFORMATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE TAE FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06503660652
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt027 COBBLESTONE LANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN CARLOS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094070
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE TAE FOUNDATION CHARTER CALLS FOR SUPPORTING THE EDUCATION OF YOUTH, PRIMARILY IN THE LOCAL REGION. THE FOCUS IS ON SUPPORT OF PUBLIC AND PRIVATE SCHOOLS, GRADES 7-12 THAT HAVE NEED AND DEMONSTRATE EFFICIENCY IN USE OF FUNDS TO MEET GOALS. THE SECONDARY GOAL OF THE TAE FOUNDATION IS TO ASSIST THE VISUALLY IMPAIRED.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt043000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROVIDE FUNDS TO SUPPORT THE CONTINUED WORK OF THE VISTA CENTER OF EMPOWERING INDIVIDUALS WHO ARE BLIND OR VISUALLY IMPAIRED TO EMBRACE LIFE TO THE FULLEST.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VISTA CENTER
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043000
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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES & PERMITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Maria Peuse
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TAE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TAEF
ReturnHeader/Filer/EIN0943272444
ReturnHeader/Filer/PhoneNum06503360652
ReturnHeader/Filer/USAddress/AddressLine1Txt027 COBBLESTONE LANE
ReturnHeader/Filer/USAddress/CityNm0SAN CARLOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094070
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871397697
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bayshore Tax & Consulting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02479 E Bayshore Rd 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094303
ReturnHeader/PreparerPersonGrp/PhoneNum06503269100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gopal Ghising
ReturnHeader/ReturnTs02022-05-12T11:47:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Maria
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Peuse
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.04$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.04$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.04$0.05$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.03$0.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.03$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.03$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.02$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.02$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.02$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.02$0.03$0.01
2013Summary only. Only limited summary data is available for this year.$0.59$0.00$0.01$0.03$0.02
2012Summary only. Only limited summary data is available for this year.$0.51$0.00$0.00$0.02$0.02
2011Summary only. Only limited summary data is available for this year.$0.48$0.00$0.01$0.02$0.01