Civic Intelligence

The Silver Lining Foundation

990PF • Fiscal year 2015 • EIN 94-3285094

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 09, 2016

Organization Profile
18 Crow Canyon CourtSan Ramon, CA 94583

(925) 552-1400

Siviq Scores

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

Liabilities / Assets

25th percentile

0.03x

Higher debt load relative to assets than 25% of similar nonprofits.

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

Liabilities / Revenue

32nd percentile

0.15x

Higher debt load relative to revenue than 32% of similar nonprofits.

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

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

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

Top Officer Pay

11th percentile

$9,615

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

64th percentile

4.6%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

99th percentile

613%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$63,567,143

Up $2,784,111 (+4.6%) from 2014

Net Assets

Up

$61,759,640

Up $5,827,181 (+10%) from 2014

Liabilities

Down

$1,807,503

Down $3,043,070 (-63%) from 2014

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin95th percentile

Revenue

Up

$12,040,218

Up $10,350,976 (+613%) from 2014

Expenses

Up

$2,719,091

Up $604,816 (+29%) from 2014

Net Income

Up

$9,321,127

Up $9,746,160 (+2293%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$100M$50M$0Assets 2011: $41,271,896Liabilities 2011: $4,324,475Net Assets 2011: $36,947,4212011Assets 2012: $34,980,993Liabilities 2012: $4,247,213Net Assets 2012: $30,733,7802012Assets 2013: $43,437,128Liabilities 2013: $4,487,465Net Assets 2013: $38,949,6632013Assets 2014: $60,783,032Liabilities 2014: $4,850,573Net Assets 2014: $55,932,4592014Assets 2015: $63,567,143Liabilities 2015: $1,807,503Net Assets 2015: $61,759,6402015Assets 2016: $65,545,406Liabilities 2016: $1,666,268Net Assets 2016: $63,879,1382016Assets 2017: $80,292,386Liabilities 2017: $1,501,185Net Assets 2017: $78,791,2012017Assets 2018: $78,428,108Liabilities 2018: $386,533Net Assets 2018: $78,041,5752018Assets 2019: $93,991,341Liabilities 2019: $104,498Net Assets 2019: $93,886,8432019Assets 2020: $80,651,636Liabilities 2020: $102,218Net Assets 2020: $80,549,4182020Assets 2021: $82,275,065Liabilities 2021: $261,117Net Assets 2021: $82,013,9482021Assets 2022: $48,620,573Liabilities 2022: $923,989Net Assets 2022: $47,696,5842022Assets 2023: $75,071,927Liabilities 2023: $1,516,360Net Assets 2023: $73,555,5672023Assets 2024: $40,500,981Liabilities 2024: $814,563Net Assets 2024: $39,686,4182024

Highlighted filing

2015

Assets$63,567,143
Liabilities$1,807,503
Net Assets$61,759,640
Open 2015 Filing

Operations Trend

Revenue Growth99th percentile

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

$20M$10M$0-$10MExpenses 2011: $1,846,3872011Expenses 2012: $2,013,5782012Revenue 2013: $1,936,876Expenses 2013: $2,250,965Net Income 2013: -$314,0892013Revenue 2014: $1,689,242Expenses 2014: $2,114,275Net Income 2014: -$425,0332014Revenue 2015: $12,040,218Expenses 2015: $2,719,091Net Income 2015: $9,321,1272015Revenue 2016: $1,893,707Expenses 2016: $3,031,963Net Income 2016: -$1,138,2562016Revenue 2017: $3,881,899Expenses 2017: $3,315,433Net Income 2017: $566,4662017Revenue 2018: $17,836,228Expenses 2018: $3,725,152Net Income 2018: $14,111,0762018Revenue 2019: $2,114,500Expenses 2019: $5,335,476Net Income 2019: -$3,220,9762019Revenue 2020: $2,020,179Expenses 2020: $4,462,348Net Income 2020: -$2,442,1692020Revenue 2021: $8,390,863Expenses 2021: $4,507,850Net Income 2021: $3,883,0132021Revenue 2022: $2,921,840Expenses 2022: $4,426,652Net Income 2022: -$1,504,8122022Revenue 2023: $2,370,752Expenses 2023: $4,119,376Net Income 2023: -$1,748,6242023Revenue 2024: $4,009,401Expenses 2024: $3,724,154Net Income 2024: $285,2472024

Highlighted filing

2015

Revenue$12,040,218
Expenses$2,719,091
Net Income$9,321,127
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 9, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP W HALPERINPresidentPT$2,307$7,308$9,615
PEGGY ANNE DOWSecretary-$0--
MAURINE S HALPERINManager-$0--
Filing and Contact Details

Filer

Filer Name
The Silver Lining Foundation
EIN
94-3285094
Phone
9255521400
Address
18 CROW CANYON COURT, SAN RAMON, CA 94583

Signing Officer

Name
Philip W Halperin
Title
President
Signed
2016-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Claridad & Crowe CPAs
Address
PO Box 907, Mill Valley, CA 94942
Preparer
Jasmine C Claridad
Phone
4158883645
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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/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt045363
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt076428
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt076428
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0249879
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0249879
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt061759640
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02654103
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02654103
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02654103
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt018465
IRS990PF/DistributableAmountGrp/TotalTaxAmt018465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt017000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt031904
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt033369
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt018465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt031904
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt018465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt018465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt050369
IRS990PF/FMVAssetsEOYAmt063566131
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0203
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0103179
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01506510
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01506510
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt060357135
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt056877583
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt056877583
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt082463
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0190006
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt080924
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0107543
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0107543
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt024997
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt037967
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt037967
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0216797
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05037540
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05036528
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt04850370
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01807503
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt055932459
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt061759640
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt060783032
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt063567143
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt063566131
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04850573
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01807503
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt060783032
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt063567143
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt055932459
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt061759640
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt054265339
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0267456
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt053873910
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0813980
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0123973
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02672568
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt053451359
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt054265339
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0FSG INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0164439
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0PROGRAM CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0500 BOYLSTON ST STE 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002116
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt07308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PHILIP W HALPERIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PEGGY ANNE DOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MAURINE S HALPERIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0ONE LOMBARD STREET 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1421 KIPLING STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2ONE LOMBARD STREET 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294111
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02263451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02281916
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01889962
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02052699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01819489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01652648
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01131629
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.03694
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.03353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt018465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt053451359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt051164548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt038581122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt041389325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt037477721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt033752469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02525383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.211728
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02506918

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Filings

Displayed year

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

Open filing
Assets
$63,567,143
Liabilities
$1,807,503
Net assets
$61,759,640
Revenue
$12,040,218
Expenses
$2,719,091
Net income
$9,321,127
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$40.5$0.81$39.7$4.01$3.72$0.29
2023Detailed filing. Detailed filing data is available for this year.$75.1$1.52$73.6$2.37$4.12$1.75
2022Detailed filing. Detailed filing data is available for this year.$48.6$0.92$47.7$2.92$4.43$1.50
2021Detailed filing. Detailed filing data is available for this year.$82.3$0.26$82.0$8.39$4.51$3.88
2020Detailed filing. Detailed filing data is available for this year.$80.7$0.10$80.5$2.02$4.46$2.44
2019Detailed filing. Detailed filing data is available for this year.$94.0$0.10$93.9$2.11$5.34$3.22
2018Detailed filing. Detailed filing data is available for this year.$78.4$0.39$78.0$17.8$3.73$14.1
2017Detailed filing. Detailed filing data is available for this year.$80.3$1.50$78.8$3.88$3.32$0.57
2016Detailed filing. Detailed filing data is available for this year.$65.5$1.67$63.9$1.89$3.03$1.14
2015Detailed filing. Detailed filing data is available for this year.$63.6$1.81$61.8$12.0$2.72$9.32
2014Detailed filing. Detailed filing data is available for this year.$60.8$4.85$55.9$1.69$2.11$0.43
2013Detailed filing. Detailed filing data is available for this year.$43.4$4.49$38.9$1.94$2.25$0.31
2012Detailed filing. Detailed filing data is available for this year.$35.0$4.25$30.7$2.01
2011Detailed filing. Detailed filing data is available for this year.$41.3$4.32$36.9$1.85