Civic Intelligence

Joseph L Barbonchielli and Marie and Manuel B Perez Foundation

990PF • Fiscal year 2018 • EIN 94-3343590

Oct 01, 2017 to Sep 30, 2018 • Filed on May 07, 2019

456 Montgomery StreetSan Francisco, CA 94104

(415) 433-5446

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$5,366,670

Flat from 2018

Net Assets

Flat

$5,366,670

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$577,844

Flat from 2018

Expenses

Flat

$365,823

Flat from 2018

Net Income

Flat

$212,021

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,170,801Liabilities 2011: $0Net Assets 2011: $6,170,8012011Assets 2012: $5,860,441Liabilities 2012: $0Net Assets 2012: $5,860,4412012Assets 2013: $5,549,273Liabilities 2013: $0Net Assets 2013: $5,549,2732013Assets 2014: $5,646,519Liabilities 2014: $0Net Assets 2014: $5,646,5192014Assets 2015: $5,518,224Liabilities 2015: $3Net Assets 2015: $5,518,2212015Assets 2016: $5,407,805Liabilities 2016: $0Net Assets 2016: $5,407,8052016Assets 2017: $5,154,649Liabilities 2017: $0Net Assets 2017: $5,154,6492017Assets 2018: $5,366,670Liabilities 2018: $0Net Assets 2018: $5,366,6702018Assets 2018: $5,366,670Liabilities 2018: $0Net Assets 2018: $5,366,6702018Assets 2019: $5,224,776Liabilities 2019: $0Net Assets 2019: $5,224,7762019Assets 2020: $5,509,112Liabilities 2020: $0Net Assets 2020: $5,509,1122020Assets 2021: $5,366,112Liabilities 2021: $0Net Assets 2021: $5,366,1122021Assets 2022: $5,098,147Liabilities 2022: $0Net Assets 2022: $5,098,1472022Assets 2023: $4,870,089Liabilities 2023: $23Net Assets 2023: $4,870,0662023Assets 2024: $4,637,337Liabilities 2024: $0Net Assets 2024: $4,637,3372024

Highlighted filing

2018

Assets$5,366,670
Liabilities$0
Net Assets$5,366,670

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $365,7892011Expenses 2012: $371,3352012Expenses 2013: $375,9112013Revenue 2014: $469,366Expenses 2014: $372,120Net Income 2014: $97,2462014Revenue 2015: $247,140Expenses 2015: $375,438Net Income 2015: -$128,2982015Revenue 2016: $261,792Expenses 2016: $372,211Net Income 2016: -$110,4192016Revenue 2017: $82,911Expenses 2017: $336,067Net Income 2017: -$253,1562017Revenue 2018: $577,844Expenses 2018: $365,823Net Income 2018: $212,0212018Revenue 2018: $577,844Expenses 2018: $365,823Net Income 2018: $212,0212018Revenue 2019: $244,478Expenses 2019: $386,372Net Income 2019: -$141,8942019Revenue 2020: $664,799Expenses 2020: $380,463Net Income 2020: $284,3362020Revenue 2021: $229,927Expenses 2021: $372,927Net Income 2021: -$143,0002021Revenue 2022: $97,208Expenses 2022: $365,173Net Income 2022: -$267,9652022Revenue 2023: $161,358Expenses 2023: $389,439Net Income 2023: -$228,0812023Revenue 2024: $161,953Expenses 2024: $394,682Net Income 2024: -$232,7292024

Highlighted filing

2018

Revenue$577,844
Expenses$365,823
Net Income$212,021
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
May 7, 2019
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLIFTON W OHMANPresident & CEOPT$45,000-$45,000
MARY K LOPEZTrustee\CFOPT$10,000-$10,000
PATRICIA OLCOMENDY ESQTrustee\Sec\Tre-$0--
JOANNA ROBERTSONTrustee-$0--
JAMES WATTSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph L Barbonchielli and
EIN
94-3343590
Phone
4154335446
Address
456 MONTGOMERY STREET, SAN FRANCISCO, CA 94104

Signing Officer

Name
Clifton W Ohman
Title
President
Signed
2019-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Clifton W Ohman
Address
456 Montgomery Street Suite 1300, San Francisco, CA 94104
Preparer
Clifton W Ohman
Phone
4154335446
Raw XML AppendixShowing 400 of 403 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/PersonNm0CLIFTON W OHMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY K LOPEZ
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CLIFTON W OHMAN
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04154335446
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0456 Montgomery Street Suite 1300
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0501(c)(3)Public charities benefiting the elderly & needy, by helping them to live in their own homes or apts.in the San Francisco Area; (such as, food, health care, and transportation)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0August 3 1.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Food Services
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0On Lok Day Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Senior Care Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2St Anne's Little Sister of the Poor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Self-Help For The Elderly
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Meals On Wheels of SF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5San Francisco Senior Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Catholic Charities CYO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Institute On Aging
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Curry Senior Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Pets Are Wonderful Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Episcopal Community Svc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Italian-American Community Svc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12San Francisco Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01333 Bush Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1350 Golden Gate Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2300 Lake Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3407 Sansome StreetSuite 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41375 Fairfax Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5890 Beach Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6180 Howard Street Suite 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt73330 Geary Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8333 Turk Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9645 Harrison Street Suite 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10165 Eighth Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11678 Green Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12900 Pennsylvania Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12San Francisco
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294181
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd694105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd794118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd894102
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1294107
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05674
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0294326
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0308179
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0300000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0302505
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0294326
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Services
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0188
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0Attorney General's
TaxesSchedule/TaxesDetail/CategoryTxt1Franchise Tax Board
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Clifton W Ohman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH L BARBONCHIELLI AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MARIE AND MANUEL B PEREZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0943343590
ReturnHeader/Filer/PhoneNum04154335446
ReturnHeader/Filer/USAddress/AddressLine1Txt0456 MONTGOMERY STREET
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942986084
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Clifton W Ohman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0456 Montgomery Street Suite 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04154335446
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Clifton W Ohman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-07T15:02:51-07:00
ReturnHeader/ReturnTypeCd0990PF

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.16$0.39$0.23
2023Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.16$0.39$0.23
2022Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.10$0.37$0.27
2021Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.23$0.37$0.14
2020Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.66$0.38$0.28
2019Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.24$0.39$0.14
2018Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.58$0.37$0.21
2018Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.58$0.37$0.21
2017Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.08$0.34$0.25
2016Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.26$0.37$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.25$0.38$0.13
2014Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.47$0.37$0.10
2013Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.38
2012Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.37
2011Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.37