Civic Intelligence

The Private Foundation C/O Meridian Financial LLC

EIN 94-3303674 • San Francisco, CA

38 Keyes Ave 200San Francisco, CA 94129
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-2395%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

15th percentile

-82%

Faster asset growth than 15% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-46%

Faster revenue growth than 20% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$27,417

Down $124,902 (-82%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$27,417

Down $124,902 (-82%) from 2023

Revenue

Down

$5,216

Down $4,423 (-46%) from 2023

Expenses

Up

$130,118

Up $121,387 (+1390%) from 2023

Net Income

Down

-$124,902

Down $125,810 (-13856%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,669,131Liabilities 2011: $02011Assets 2012: $1,761,630Liabilities 2012: $02012Assets 2013: $1,636,553Liabilities 2013: $02013Assets 2014: $1,599,795Liabilities 2014: $02014Assets 2015: $782,911Liabilities 2015: $02015Assets 2019: $153,361Liabilities 2019: $0Net Assets 2019: $153,3612019Assets 2020: $153,310Liabilities 2020: $0Net Assets 2020: $153,3102020Assets 2021: $153,006Liabilities 2021: $0Net Assets 2021: $153,0062021Assets 2022: $151,411Liabilities 2022: $0Net Assets 2022: $151,4112022Assets 2023: $152,319Liabilities 2023: $0Net Assets 2023: $152,3192023Assets 2024: $27,417Liabilities 2024: $0Net Assets 2024: $27,4172024

Highlighted filing

2024

Assets$27,417
Liabilities$0
Net Assets$27,417

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $91,056Expenses 2011: $132,152Net Income 2011: -$41,0962011Revenue 2012: $223,756Expenses 2012: $131,257Net Income 2012: $92,4992012Revenue 2013: $90,560Expenses 2013: $215,637Net Income 2013: -$125,0772013Revenue 2014: $108,702Expenses 2014: $145,460Net Income 2014: -$36,7582014Revenue 2015: $185,921Expenses 2015: $1,002,805Net Income 2015: -$816,8842015Revenue 2019: $1,502,453Expenses 2019: $1,406,310Net Income 2019: $96,1432019Revenue 2020: $7,609Expenses 2020: $7,660Net Income 2020: -$512020Revenue 2021: $7,516Expenses 2021: $7,820Net Income 2021: -$3042021Revenue 2022: $2,905Expenses 2022: $4,500Net Income 2022: -$1,5952022Revenue 2023: $9,639Expenses 2023: $8,731Net Income 2023: $9082023Revenue 2024: $5,216Expenses 2024: $130,118Net Income 2024: -$124,9022024

Highlighted filing

2024

Revenue$5,216
Expenses$130,118
Net Income-$124,902

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 3, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC J TURTLETAUBPresident And Assistant Tr-$0--
ALEX E TURTLETAUBVice President-$0--
MAUREEN CURRAN TURTLETAUBAssistant Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Private Foundation
EIN
94-3303674
Address
38 KEYES AVE 200, SAN FRANCISCO, CA 94129

Signing Officer

Name
Marc Turtletaub
Title
President and Assistant Treasurer
Signed
2025-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
488 ALMADEN BLVD STE 1800, SAN JOSE, CA 95110-2768
Preparer
Matt Bobadilla
Phone
4088173700
Raw XML Appendix296 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/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01378452
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0123196
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0123196
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0126343
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0123196
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01501648
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01378452
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARC J TURTLETAUB
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt038 KEYES AVE SUITE 200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN FRANCISCO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094129
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt093
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt093
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC TURTLETAUB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND ASSISTANT TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PRIVATE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MERIDIAN FINANCIAL LLC
ReturnHeader/Filer/BusinessNameControlTxt0PRIV
ReturnHeader/Filer/EIN0943303674
ReturnHeader/Filer/USAddress/AddressLine1Txt038 KEYES AVE 200
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094129
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0488 ALMADEN BLVD STE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951102768
ReturnHeader/PreparerPersonGrp/PhoneNum04088173700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATT BOBADILLA
ReturnHeader/ReturnTs02025-09-10T18:47:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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