Civic Intelligence

Joyce and William Brantman Foundation

990PF • Fiscal year 2021 • EIN 94-6105628

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

Organization Profile
c/o Farella Braun 235 MontgomerySan Francisco, CA 94104

(415) 954-4400

Siviq Scores

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

Liabilities / Assets

86th percentile

0.25x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

98th percentile

2.60x

Higher debt load relative to revenue than 98% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

5th percentile

-260%

Higher net margin than 5% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

24th percentile

-10%

Faster asset growth than 24% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

-11%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$61,504

Down $6,986 (-10%) from 2020

Net Assets

Down

$46,004

Down $15,486 (-25%) from 2020

Liabilities

Up

$15,500

Up $8,500 (+121%) from 2020

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin5th percentile

Revenue

Down

$5,957

Down $729 (-11%) from 2020

Expenses

Up

$21,443

Up $252 (+1.2%) from 2020

Net Income

Down

-$15,486

Down $981 (-6.8%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$300K$200K$100K$0Assets 2011: $214,976Liabilities 2011: $1502011Assets 2012: $196,097Liabilities 2012: $5,0002012Assets 2013: $174,762Liabilities 2013: $1002013Assets 2014: $169,154Liabilities 2014: $3,0002014Assets 2015: $161,954Liabilities 2015: $10,6002015Assets 2019: $91,495Liabilities 2019: $15,5002019Assets 2020: $68,490Liabilities 2020: $7,000Net Assets 2020: $61,4902020Assets 2021: $61,504Liabilities 2021: $15,500Net Assets 2021: $46,0042021Assets 2022: $36,997Liabilities 2022: $3,475Net Assets 2022: $33,5222022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2021

Assets$61,504
Liabilities$15,500
Net Assets$46,004
Open 2021 Filing

Operations Trend

Revenue Growth36th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $6,130Expenses 2011: $27,895Net Income 2011: -$21,7652011Revenue 2012: $2,770Expenses 2012: $26,649Net Income 2012: -$23,8792012Revenue 2013: $10,170Expenses 2013: $26,505Net Income 2013: -$16,3352013Revenue 2014: $17,378Expenses 2014: $25,886Net Income 2014: -$8,5082014Revenue 2015: $11,301Expenses 2015: $26,101Net Income 2015: -$14,8002015Revenue 2019: $5,207Expenses 2019: $21,046Net Income 2019: -$15,8392019Revenue 2020: $6,686Expenses 2020: $21,191Net Income 2020: -$14,5052020Revenue 2021: $5,957Expenses 2021: $21,443Net Income 2021: -$15,4862021Revenue 2022: -$3,060Expenses 2022: $9,422Net Income 2022: -$12,4822022Revenue 2023: $10Expenses 2023: $33,532Net Income 2023: -$33,5222023

Highlighted filing

2021

Revenue$5,957
Expenses$21,443
Net Income-$15,486
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
George T ArgyrisPresident-$0--
Michelle M YangSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Joyce and William Brantman Foundation
EIN
94-6105628
Phone
4159544400
Address
c/o Farella Braun 235 Montgomery, San Francisco, CA 94104

Signing Officer

Name
George T Argyris
Title
President
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
RK Taylor & Associates
Address
2890 North Main St Suite 305, Walnut Creek, CA 94597
Preparer
Robert K Taylor
Phone
9259447662
Raw XML Appendix334 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/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0George T Argyris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Michelle M Yang
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0235 Montgomery St 17th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1235 Montgomery St 17th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Francisco
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Berkeley Repertory Theater
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7National Center for Youth Law
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1544 Capp St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2465 California StSte 433
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31475 N Broadway 420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4301 Van Ness Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5550 Kearny St Ste 1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6999 Harrison St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7405 14th St 1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8301 Van Ness Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Walnut Creek
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Berkeley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Oakland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8San Francisco
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394596
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd694710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd794612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd894102
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03039
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017659
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019077
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018867
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018867
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt085276
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018286
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017659
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014135
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016119
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019077
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021325
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018286
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0104143
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt085857
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Farella Braun + Martel LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02350
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02350
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Trade prepay fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt07000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Outstanding checks
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt015500
TaxesSchedule/TaxesDetail/Amt093
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0George T Argyris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joyce and William Brantman Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOYC
ReturnHeader/Filer/EIN0946105628
ReturnHeader/Filer/PhoneNum04159544400
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Farella Braun 235 Montgomery
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680422725
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RK Taylor & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02890 North Main St Suite 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Walnut Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094597
ReturnHeader/PreparerPersonGrp/PhoneNum09259447662
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert K Taylor
ReturnHeader/ReturnTs02022-05-11T12:43:08-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0George T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Argyris
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,504
Liabilities
$15,500
Net assets
$46,004
Revenue
$5,957
Expenses
$21,443
Net income
-$15,486
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.34$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.03$0.34$0.03$0.09$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.16$0.46$0.06$0.21$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.07$0.61$0.07$0.21$0.15
2019Summary only. Only limited summary data is available for this year.$0.91$0.16$0.05$0.21$0.16
2015Summary only. Only limited summary data is available for this year.$1.62$0.11$0.11$0.26$0.15
2014Summary only. Only limited summary data is available for this year.$1.69$0.03$0.17$0.26$0.09
2013Summary only. Only limited summary data is available for this year.$1.75$0.00$0.10$0.27$0.16
2012Summary only. Only limited summary data is available for this year.$1.96$0.05$0.03$0.27$0.24
2011Summary only. Only limited summary data is available for this year.$2.15$0.00$0.06$0.28$0.22