Civic Intelligence

Nepheli Foundation

990PF • Fiscal year 2019 • EIN 94-3379122

Jan 01, 2019 to Dec 31, 2019 • Filed on May 06, 2020

823 Mendocino AvenueBerkeley, CA 94707-1922

(415) 597-8214

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

3rd percentile

-329%

Higher net margin than 3% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-46%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$227,762

Down $25,544 (-10%) from 2018

Net Assets

Down

$227,762

Down $25,544 (-10%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$7,767

Down $6,492 (-46%) from 2018

Expenses

Up

$33,311

Up $7,791 (+31%) from 2018

Net Income

Down

-$25,544

Down $14,283 (-127%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $270,758Liabilities 2011: $02011Assets 2012: $243,994Liabilities 2012: $02012Assets 2013: $234,655Liabilities 2013: $02013Assets 2014: $336,668Liabilities 2014: $0Net Assets 2014: $336,6682014Assets 2015: $321,630Liabilities 2015: $0Net Assets 2015: $321,6302015Assets 2016: $305,884Liabilities 2016: $0Net Assets 2016: $305,8842016Assets 2017: $264,567Liabilities 2017: $0Net Assets 2017: $264,5672017Assets 2018: $253,306Liabilities 2018: $0Net Assets 2018: $253,3062018Assets 2019: $227,762Liabilities 2019: $0Net Assets 2019: $227,7622019Assets 2020: $198,230Liabilities 2020: $0Net Assets 2020: $198,2302020Assets 2021: $175,099Liabilities 2021: $0Net Assets 2021: $175,0992021Assets 2022: $159,538Liabilities 2022: $0Net Assets 2022: $159,5382022Assets 2023: $171,230Liabilities 2023: $0Net Assets 2023: $171,2302023Assets 2024: $160,867Liabilities 2024: $0Net Assets 2024: $160,8672024

Highlighted filing

2019

Assets$227,762
Liabilities$0
Net Assets$227,762

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $11,311Expenses 2011: $22,475Net Income 2011: -$11,1642011Revenue 2012: $9,647Expenses 2012: $36,411Net Income 2012: -$26,7642012Revenue 2013: $10,534Expenses 2013: $19,873Net Income 2013: -$9,3392013Revenue 2014: $128,428Expenses 2014: $26,415Net Income 2014: $102,0132014Revenue 2015: $7,832Expenses 2015: $22,870Net Income 2015: -$15,0382015Revenue 2016: $9,036Expenses 2016: $24,782Net Income 2016: -$15,7462016Revenue 2017: $6,328Expenses 2017: $47,645Net Income 2017: -$41,3172017Revenue 2018: $14,259Expenses 2018: $25,520Net Income 2018: -$11,2612018Revenue 2019: $7,767Expenses 2019: $33,311Net Income 2019: -$25,5442019Revenue 2020: $16,218Expenses 2020: $45,750Net Income 2020: -$29,5322020Revenue 2021: $22,533Expenses 2021: $45,664Net Income 2021: -$23,1312021Revenue 2022: $12,713Expenses 2022: $28,274Net Income 2022: -$15,5612022Revenue 2023: $24,163Expenses 2023: $21,262Net Income 2023: $2,9012023Revenue 2024: $3,404,781Expenses 2024: $2,061,604Net Income 2024: $1,343,1772024

Highlighted filing

2019

Revenue$7,767
Expenses$33,311
Net Income-$25,544
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 6, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOMINIC MONTAGUPresident-$0--
DIEP DOANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Nepheli Foundation
EIN
94-3379122
In Care Of
% DOMINIC MONTAGU
Phone
4155978214
Address
823 MENDOCINO AVENUE, BERKELEY, CA 94707-1922

Signing Officer

Name
Dominic Montagu
Title
President
Phone
5105583355
Signed
2020-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Ghiasi & Company
Address
591 REDWOOD HWY SUITE 2300, MILL VALLEY, CA 94941
Preparer
Kamran Ghiasi
Phone
4153959500
Raw XML Appendix335 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0347808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0GOLDMAN SACHS #30081-2: EQUITY
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt06535
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0408883
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0384253
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt069583
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0310406
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05764
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04264
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018924
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0378489
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0384253
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DIEP DOAN
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THERE ARE NO SPECIFIC RESTRICTIONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THERE IS NO SET DEADLINE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PROSPECT SIERRA ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PLANNED PARENTHOOD FEDERATION OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THOUSAND OAKS NEIGHBORHOOD ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UC BOTANICAL GARDEN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0220 MONTGOMERY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12060 TAPSCOTT AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2123 WILLIAM STREET 10TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3WEWORK 2120 UNIVERSITY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4200 Centennial Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1EL CERRITO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094143
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194530
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494720
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025703
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/AppliedToCurrentYearAmt018924
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018924
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt021376
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03505
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03505
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031112
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06779
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021376
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02957
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025703
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06779
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt034617
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027838
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04264
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ORGANIZATIONAL COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04264
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04264
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0397
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0397
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1127
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON DIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03041
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GOLDMAN SACHS MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03041
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0DOMINIC MONTAGU
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0823 MENDOCINO AVENUE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BERKELEY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0947071922
TaxesSchedule/TaxesDetail/Amt090
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt2143
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt090
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt110
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2143
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOMINIC MONTAGU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05105583355
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEPHELI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NEPH
ReturnHeader/Filer/EIN0943379122
ReturnHeader/Filer/InCareOfNm0% DOMINIC MONTAGU
ReturnHeader/Filer/PhoneNum04155978214
ReturnHeader/Filer/USAddress/AddressLine1Txt0823 MENDOCINO AVENUE
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0947071922
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GHIASI & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0591 REDWOOD HWY SUITE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILL VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094941
ReturnHeader/PreparerPersonGrp/PhoneNum04153959500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAMRAN GHIASI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-26T20:22:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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.$0.16$0.00$0.16$3.40$2.06$1.34
2023Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.02$0.02$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.01$0.03$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.02$0.05$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.02$0.05$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.01$0.03$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.01$0.03$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.01$0.05$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.01$0.02$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.01$0.02$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.13$0.03$0.10
2013Summary only. Only limited summary data is available for this year.$0.23$0.00$0.01$0.02$0.01
2012Summary only. Only limited summary data is available for this year.$0.24$0.00$0.01$0.04$0.03
2011Summary only. Only limited summary data is available for this year.$0.27$0.00$0.01$0.02$0.01