Civic Intelligence

Frank C Diener Foundation

990PF • Fiscal year 2019 • EIN 94-6165307

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 06, 2020

3875 N Van Ness BlvdFresno, CA 93704

(559) 269-0699

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

17th percentile

-22%

Higher net margin than 17% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

34th percentile

-1.2%

Faster asset growth than 34% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-43%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,744,452

Down $283,148 (-14%) from 2017

Net Assets

Down

$1,744,452

Down $283,148 (-14%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$97,281

Up $42,282 (+77%) from 2017

Expenses

Down

$119,123

Down $281,787 (-70%) from 2017

Net Income

Up

-$21,842

Up $324,069 (+94%) from 2017

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,304,839Liabilities 2010: $0Net Assets 2010: $3,304,8392010Assets 2011: $3,128,404Liabilities 2011: $0Net Assets 2011: $3,128,4042011Assets 2012: $2,993,588Liabilities 2012: $0Net Assets 2012: $2,993,5882012Assets 2013: $3,024,296Liabilities 2013: $12013Assets 2014: $3,144,597Liabilities 2014: $02014Assets 2015: $2,763,310Liabilities 2015: $0Net Assets 2015: $2,763,3102015Assets 2016: $2,373,511Liabilities 2016: $0Net Assets 2016: $2,373,5112016Assets 2017: $2,027,600Liabilities 2017: $0Net Assets 2017: $2,027,6002017Assets 2019: $1,744,452Liabilities 2019: $0Net Assets 2019: $1,744,4522019Assets 2020: $1,663,750Liabilities 2020: $12020Assets 2021: $1,686,356Liabilities 2021: $12021Assets 2022: $1,636,529Liabilities 2022: $0Net Assets 2022: $1,636,5292022Assets 2023: $1,561,234Liabilities 2023: $12023Assets 2024: $1,743,638Liabilities 2024: $12024

Highlighted filing

2019

Assets$1,744,452
Liabilities$0
Net Assets$1,744,452

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $201,6022010Expenses 2011: $249,4722011Expenses 2012: $220,4892012Revenue 2013: $472,110Expenses 2013: $441,402Net Income 2013: $30,7082013Revenue 2014: $638,642Expenses 2014: $518,341Net Income 2014: $120,3012014Revenue 2015: $205,944Expenses 2015: $587,231Net Income 2015: -$381,2872015Revenue 2016: $94,074Expenses 2016: $483,873Net Income 2016: -$389,7992016Revenue 2017: $54,999Expenses 2017: $400,910Net Income 2017: -$345,9112017Revenue 2019: $97,281Expenses 2019: $119,123Net Income 2019: -$21,8422019Revenue 2020: $37,162Expenses 2020: $117,864Net Income 2020: -$80,7022020Revenue 2021: $145,103Expenses 2021: $122,497Net Income 2021: $22,6062021Revenue 2022: $101,735Expenses 2022: $151,562Net Income 2022: -$49,8272022Revenue 2023: $63,720Expenses 2023: $139,015Net Income 2023: -$75,2952023Revenue 2024: $313,236Expenses 2024: $130,832Net Income 2024: $182,4042024

Highlighted filing

2019

Revenue$97,281
Expenses$119,123
Net Income-$21,842
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 6, 2020
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE ANN RYANPresident-$0--
DIANE ELAINE LOUSTALEVice-President-$0--
CELESTE MARIE DEMERASecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Frank C Diener Foundation
EIN
94-6165307
Phone
5592690699
Address
3875 N VAN NESS BLVD, FRESNO, CA 93704

Signing Officer

Name
Edward F Diener
Title
President
Phone
5592690699
Signed
2020-01-06
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
301 N NEIL ST SUITE 205, CHAMPAIGN, IL 61820
Preparer
Vanessa Bechtel
Phone
2173517400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BROOKFIELD INVESTMENT FUNDS GLOBAL LISTED REAL ESTATE FUND CLASS Y
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CISCO SYSTEMS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CROWN CASTLE INTERNATIONAL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37EXPEDITORS INTERNATIONAL OF WASHINGTON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39FACEBOOK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51LSV SMALL CAP VALUE FUND INSTITUTIONAL CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52LYONDELLBASELL INDUSTRIES NV
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NVENT ELECTRIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60OMNICOM GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69REGIONS FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SCHLUMBERGER LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72TARGET
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76US BANCORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78VANGUARD INTERNATIONAL EXPLORER FUND INVESTOR SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79VANGUARD MID-CAP INDEX INSTITUTIONAL SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VENTAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83WILLIAM BLAIR EMERGING MKTS SMALL CAP GROWTH INSTL
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt085225
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt057312
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt039969
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt097281
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt097281
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01262
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01263
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02525
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt039969
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0105057
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0105057
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt057312
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt057312
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-21842
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0250018
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt039969
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt084588
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0111
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0112
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt010703
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010703
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0726
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0119123
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt097281
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01373
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014066
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt033666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16303
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01744452
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt099087
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt099087
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IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
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IRS990PF/DistributableAmountGrp/TotalTaxAmt01692
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0908
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01692
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0908
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01692
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01692
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$1.74$0.00$0.31$0.13$0.18
2023Summary only. Only limited summary data is available for this year.$1.56$0.00$0.06$0.14$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.10$0.15$0.05
2021Summary only. Only limited summary data is available for this year.$1.69$0.00$0.15$0.12$0.02
2020Summary only. Only limited summary data is available for this year.$1.66$0.00$0.04$0.12$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.10$0.12$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.05$0.40$0.35
2016Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.09$0.48$0.39
2015Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.21$0.59$0.38
2014Summary only. Only limited summary data is available for this year.$3.14$0.00$0.64$0.52$0.12
2013Summary only. Only limited summary data is available for this year.$3.02$0.00$0.47$0.44$0.03
2012Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.22
2011Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.25
2010Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.20