Civic Intelligence

Eleos Foundation

990PF • Fiscal year 2014 • EIN 95-1691284

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 01, 2015

Organization Profile
201 W Montecito StSanta Barbara, CA 93101

(805) 455-6113

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

42nd percentile

0.08x

Higher debt load relative to revenue than 42% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

6th percentile

-75%

Higher net margin than 6% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

17th percentile

-4.5%

Faster asset growth than 17% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

84th percentile

41%

Faster revenue growth than 84% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$5,423,481

Down $253,371 (-4.5%) from 2013

Net Assets

Down

$5,393,715

Down $270,390 (-4.8%) from 2013

Liabilities

Up

$29,766

Up $17,019 (+134%) from 2013

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin6th percentile

Revenue

Up

$362,287

Up $105,678 (+41%) from 2013

Expenses

Down

$635,230

Down $158,092 (-20%) from 2013

Net Income

Up

-$272,943

Up $263,770 (+49%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,875,280Liabilities 2010: $44,9872010Assets 2011: $6,792,191Liabilities 2011: $59,2722011Assets 2012: $6,240,466Liabilities 2012: $38,648Net Assets 2012: $6,201,8182012Assets 2013: $5,676,852Liabilities 2013: $12,747Net Assets 2013: $5,664,1052013Assets 2014: $5,423,481Liabilities 2014: $29,766Net Assets 2014: $5,393,7152014Assets 2015: $4,989,503Liabilities 2015: $17,234Net Assets 2015: $4,972,2692015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2014

Assets$5,423,481
Liabilities$29,766
Net Assets$5,393,715
Open 2014 Filing

Operations Trend

Revenue Growth84th percentile

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

$10M$5.0M$0-$5.0MRevenue 2010: $259,033Expenses 2010: $420,424Net Income 2010: -$161,3912010Revenue 2011: $524,415Expenses 2011: $618,712Net Income 2011: -$94,2972011Expenses 2012: $682,9782012Revenue 2013: $256,609Expenses 2013: $793,322Net Income 2013: -$536,7132013Revenue 2014: $362,287Expenses 2014: $635,230Net Income 2014: -$272,9432014Revenue 2015: $57,949Expenses 2015: $459,187Net Income 2015: -$401,2382015Revenue 2016: $1,289,708Expenses 2016: $6,007,557Net Income 2016: -$4,717,8492016

Highlighted filing

2014

Revenue$362,287
Expenses$635,230
Net Income-$272,943
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 1, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY SWANSONChairman-$0--
CATHERINE BROZOWSKIDirector-$0--
BARBARA DELAUNE WARRENDirector-$0--
BRANDI FRASERSecretary-$0--
ANN HUTCHINSTreasurer-$0--
CARRIE RANDOLPHDirector-$0--
BHUPI SINGHDirector-$0--
KELLY SMITHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Eleos Foundation
EIN
95-1691284
Phone
8054556113
Address
201 W MONTECITO ST, SANTA BARBARA, CA 93101

Signing Officer

Name
Nancy Swanson
Title
Chairman
Signed
2015-09-01
Discuss with paid preparer
Yes

Preparer

Firm
PERI & ALVARADO CPAs INC
Address
360 S HOPE AVENUE SUITE C300, SANTA BARBARA, CA 93105
Preparer
David L Peri
Phone
8055631049
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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ABERDEEN EMERGING MKTS INSTL FD CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1LEGG MASON BW GLOBAL OPPORTUNITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ELEOS HEALTHPOINT INVESTORS FUND I LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ELEOS LIBERIA INVESTORS FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ELEOS KENYA INVESTORS FD I-SANERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ELEOS KENYA INVESTORS FD I-DDD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ELEOS KENYA INVESTORS FD I-DDD II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7AWJ GLOBAL SUSTAINABLE OFFSHORE FD LTD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9CALVERT COMMUNITY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ELEOS KENYA INVESTORS FD I-SANERGY II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ELEOS LATIN AMERICA INV FD I
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Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,423,481
Liabilities
$29,766
Net assets
$5,393,715
Revenue
$362,287
Expenses
$635,230
Net income
-$272,943
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.29$6.01$4.72
2015Detailed filing. Detailed filing data is available for this year.$4.99$0.02$4.97$0.06$0.46$0.40
2014Detailed filing. Detailed filing data is available for this year.$5.42$0.03$5.39$0.36$0.64$0.27
2013Detailed filing. Detailed filing data is available for this year.$5.68$0.01$5.66$0.26$0.79$0.54
2012Detailed filing. Detailed filing data is available for this year.$6.24$0.04$6.20$0.68
2011Summary only. Only limited summary data is available for this year.$6.79$0.06$0.52$0.62$0.09
2010Summary only. Only limited summary data is available for this year.$6.88$0.04$0.26$0.42$0.16