Civic Intelligence

Blume Foundation

990PF • Fiscal year 2023 • EIN 94-6073163

Dec 01, 2022 to Nov 30, 2023 • Filed on Oct 14, 2024

Organization Profile
Boston Private 160 Bovet Rd 220San Mateo, CA 94402

(650) 378-3719

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

11th percentile

-55%

Higher net margin than 11% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

23rd percentile

-2.6%

Faster asset growth than 23% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$17,418,686

Down $463,726 (-2.6%) from 2022

Net Assets

Down

$17,418,686

Down $463,726 (-2.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin11th percentile

Revenue

Down

$840,026

Down $196,533 (-19%) from 2022

Expenses

Down

$1,303,233

Down $44,543 (-3.3%) from 2022

Net Income

Down

-$463,207

Down $151,990 (-49%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $19,674,905Liabilities 2010: $7,925Net Assets 2010: $19,666,9802010Assets 2011: $19,589,581Liabilities 2011: $0Net Assets 2011: $19,589,5812011Assets 2012: $18,940,418Liabilities 2012: $0Net Assets 2012: $18,940,4182012Assets 2013: $19,319,592Liabilities 2013: $0Net Assets 2013: $19,319,5922013Assets 2014: $18,817,671Liabilities 2014: $0Net Assets 2014: $18,817,6712014Assets 2015: $18,334,158Liabilities 2015: $1,396Net Assets 2015: $18,332,7622015Assets 2016: $18,491,017Liabilities 2016: $0Net Assets 2016: $18,491,0172016Assets 2017: $18,148,191Liabilities 2017: $0Net Assets 2017: $18,148,1912017Assets 2018: $19,340,676Liabilities 2018: $0Net Assets 2018: $19,340,6762018Assets 2019: $18,558,399Liabilities 2019: $0Net Assets 2019: $18,558,3992019Assets 2020: $17,985,073Liabilities 2020: $0Net Assets 2020: $17,985,0732020Assets 2021: $18,193,629Liabilities 2021: $0Net Assets 2021: $18,193,6292021Assets 2022: $17,882,412Liabilities 2022: $0Net Assets 2022: $17,882,4122022Assets 2023: $17,418,686Liabilities 2023: $0Net Assets 2023: $17,418,6862023Assets 2024: $17,151,481Liabilities 2024: $0Net Assets 2024: $17,151,4812024

Highlighted filing

2023

Assets$17,418,686
Liabilities$0
Net Assets$17,418,686
Open 2023 Filing

Operations Trend

Revenue Growth20th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,408,2202010Expenses 2011: $1,351,1132011Expenses 2012: $1,690,3532012Expenses 2013: $1,677,1402013Revenue 2014: $1,224,721Expenses 2014: $1,736,642Net Income 2014: -$511,9212014Revenue 2015: $1,155,433Expenses 2015: $1,580,723Net Income 2015: -$425,2902015Revenue 2016: $1,186,723Expenses 2016: $1,028,403Net Income 2016: $158,3202016Revenue 2017: $959,367Expenses 2017: $1,302,193Net Income 2017: -$342,8262017Revenue 2018: $1,413,103Expenses 2018: $201,815Net Income 2018: $1,211,2882018Revenue 2019: $1,717,161Expenses 2019: $2,499,438Net Income 2019: -$782,2772019Revenue 2020: $788,464Expenses 2020: $1,361,535Net Income 2020: -$573,0712020Revenue 2021: $1,545,238Expenses 2021: $1,336,682Net Income 2021: $208,5562021Revenue 2022: $1,036,559Expenses 2022: $1,347,776Net Income 2022: -$311,2172022Revenue 2023: $840,026Expenses 2023: $1,303,233Net Income 2023: -$463,2072023Revenue 2024: $1,063,381Expenses 2024: $1,330,586Net Income 2024: -$267,2052024

Highlighted filing

2023

Revenue$840,026
Expenses$1,303,233
Net Income-$463,207
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Oct 14, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA ALESHIREPresident-$0--
ANNE KIREMIDJIANBoard Member-$0--
MARTY CZARNECKIBoard Member-$0--
JAIMIE HENDERSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Blume Foundation
EIN
94-6073163
Phone
6503783719
Address
BOSTON PRIVATE 160 BOVET RD 220, SAN MATEO, CA 94402

Signing Officer

Name
Dana Aleshire
Title
President
Phone
6503783719
Signed
2024-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Lindquist Von Husen & Joyce Llp
Address
301 HOWARD STREET SUITE 850, SAN FRANCISCO, CA 94105
Preparer
Kyle Ganley
Phone
4159579999
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AGILENT TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AIR PROD & CHEMICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLE, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BANK OF NY MELLON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BEST BUY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BROADRIDGE FINL SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CDW CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18IBM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19INTERCONTINENTAL EXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22L3HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MARSH & MCC LEANNAN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MONDELEZ INTL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31POOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32PRIMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34QUEST DIAGNOSTIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ZOETIS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1227401
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2406897
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4871400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5144748
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8426078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9426341
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1037481
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1162943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1281490
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES CORE MSCI EAFE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES MSCI EAFE SMALL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VANGUARD RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14AMERN TOWER CORP REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15EQUINIX INC REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16ALLSPRING HIGH YIELD BOND A (FKA EVERGREEN HI YIELD FUND)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2493332
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1040615
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1579056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt169655
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0223168
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0223168
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01077000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01077000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0300489
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0300489
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-463207
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08006851
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0316369
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0316369
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0223168
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0613993
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0129387
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0129387
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt094126
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt094126
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0770
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0970
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01077000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0226033
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01303233
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0840026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0840026
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0226033
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0226233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162023-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172021-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202020-11-24

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,418,686
Liabilities
$0
Net assets
$17,418,686
Revenue
$840,026
Expenses
$1,303,233
Net income
-$463,207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$1.06$1.33$0.27
2023Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$0.84$1.30$0.46
2022Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$1.04$1.35$0.31
2021Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$1.55$1.34$0.21
2020Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$0.79$1.36$0.57
2019Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.72$2.50$0.78
2018Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$1.41$0.20$1.21
2017Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$0.96$1.30$0.34
2016Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$1.19$1.03$0.16
2015Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$1.16$1.58$0.43
2014Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$1.22$1.74$0.51
2013Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$1.68
2012Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$1.69
2011Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$1.35
2010Detailed filing. Detailed filing data is available for this year.$19.7$0.01$19.7$1.41