Civic Intelligence

Alice O Liechti Educational Foundation

990PF • Fiscal year 2018 • EIN 94-3304037

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profile
235 Montgomery Street 17th FloorSan Francisco, CA 94104

(415) 983-0500

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

30th percentile

-3.5%

Faster asset growth than 30% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-4.3%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$545,667

Down $19,806 (-3.5%) from 2017

Net Assets

Down

$545,667

Down $19,806 (-3.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin90th percentile

Revenue

Down

$28,573

Down $1,291 (-4.3%) from 2017

Expenses

Down

$15,165

Down $23,639 (-61%) from 2017

Net Income

Up

$13,408

Up $22,348 (+250%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$800K$600K$400K$200K$0Assets 2011: $677,509Liabilities 2011: $02011Assets 2012: $680,505Liabilities 2012: $02012Assets 2013: $696,398Liabilities 2013: $1Net Assets 2013: $696,3982013Assets 2014: $691,944Liabilities 2014: $1Net Assets 2014: $691,9442014Assets 2015: $566,506Liabilities 2015: $1Net Assets 2015: $566,5062015Assets 2016: $558,351Liabilities 2016: $0Net Assets 2016: $558,3512016Assets 2017: $565,473Liabilities 2017: $0Net Assets 2017: $565,4732017Assets 2018: $545,667Liabilities 2018: $0Net Assets 2018: $545,6672018Assets 2019: $499,161Liabilities 2019: $1Net Assets 2019: $499,1612019Assets 2020: $513,112Liabilities 2020: $1Net Assets 2020: $513,1122020Assets 2021: $491,768Liabilities 2021: $1Net Assets 2021: $491,7682021Assets 2022: $481,722Liabilities 2022: $0Net Assets 2022: $481,7222022Assets 2023: $507,718Liabilities 2023: $0Net Assets 2023: $507,7182023

Highlighted filing

2018

Assets$545,667
Liabilities$0
Net Assets$545,667
Open 2018 Filing

Operations Trend

Revenue Growth32nd percentile

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

$100K$50K$0-$50KRevenue 2011: $47,925Expenses 2011: $33,724Net Income 2011: $14,2012011Revenue 2012: $44,055Expenses 2012: $41,059Net Income 2012: $2,9962012Revenue 2013: $55,170Expenses 2013: $39,277Net Income 2013: $15,8932013Revenue 2014: $35,000Expenses 2014: $39,454Net Income 2014: -$4,4542014Revenue 2015: $34,829Expenses 2015: $73,229Net Income 2015: -$38,4002015Revenue 2016: $30,925Expenses 2016: $43,897Net Income 2016: -$12,9722016Revenue 2017: $29,864Expenses 2017: $38,804Net Income 2017: -$8,9402017Revenue 2018: $28,573Expenses 2018: $15,165Net Income 2018: $13,4082018Revenue 2019: $26,041Expenses 2019: $44,135Net Income 2019: -$18,0942019Revenue 2020: $22,544Expenses 2020: $30,010Net Income 2020: -$7,4662020Revenue 2021: $22,492Expenses 2021: $18,309Net Income 2021: $4,1832021Revenue 2022: $21,993Expenses 2022: $4,034Net Income 2022: $17,9592022Revenue 2023: $30,581Expenses 2023: $0Net Income 2023: $30,5812023

Highlighted filing

2018

Revenue$28,573
Expenses$15,165
Net Income$13,408
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan HortonPresident-$0--
Anthony ShieldsSecretary & CFO-$0--
Filing and Contact Details

Filer

Filer Name
Alice O Liechti Educational Foundation
EIN
94-3304037
Phone
4159830500
Address
235 Montgomery Street 17th Floor, San Francisco, CA 94104

Signing Officer

Name
Jonathan Horton
Title
President
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Delagnes Mitchell & Linder LLP
Address
300 Montgomery Street Suite 1050, San Francisco, CA 94104-1999
Preparer
Edwin Niiya
Phone
4159830500
Raw XML Appendix275 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/OfficerDirTrstKeyEmplGrp/PersonNm0Jonathan Horton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Anthony Shields
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LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Miscellaneous
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0208
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt11101
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt22180
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt078
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt078
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt033214
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Foreign currency adjustments
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0310
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0310
TaxesSchedule/TaxesDetail/Amt0357
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt2150
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax Payments
TaxesSchedule/TaxesDetail/CategoryTxt1Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt2Registry of Charitable Trusts
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1150
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jonathan Horton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alice O Liechti Educational Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Cynthia Rowland
ReturnHeader/Filer/BusinessNameControlTxt0ALIC
ReturnHeader/Filer/EIN0943304037
ReturnHeader/Filer/PhoneNum04159830500
ReturnHeader/Filer/USAddress/AddressLine1Txt0235 Montgomery Street 17th Floor
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942941784
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Delagnes Mitchell & Linder LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 Montgomery Street Suite 1050
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941041999
ReturnHeader/PreparerPersonGrp/PhoneNum04159830500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edwin Niiya
ReturnHeader/ReturnTs02019-11-15T12:25:57-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$545,667
Liabilities
$0
Net assets
$545,667
Revenue
$28,573
Expenses
$15,165
Net income
$13,408
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.31$0.00$0.31
2022Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.22$0.04$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.22$0.18$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.23$0.30$0.07
2019Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.26$0.44$0.18
2018Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.29$0.15$0.13
2017Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.30$0.39$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.31$0.44$0.13
2015Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.35$0.73$0.38
2014Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.35$0.39$0.04
2013Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.55$0.39$0.16
2012Summary only. Only limited summary data is available for this year.$6.81$0.00$0.44$0.41$0.03
2011Summary only. Only limited summary data is available for this year.$6.78$0.00$0.48$0.34$0.14