Civic Intelligence

The Confidence Foundation

990PF • Fiscal year 2020 • EIN 95-3500483

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 06, 2021

Organization Profile
625 Fair Oaks Avenue No 360South Pasadena, CA 91030

(626) 441-5188

Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.81x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

4th percentile

-130%

Higher net margin than 4% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

79%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$87,277,880

Up $11,156,380 (+15%) from 2019

Net Assets

Up

$86,000,832

Up $11,518,062 (+15%) from 2019

Liabilities

Down

$1,277,048

Down $361,682 (-22%) from 2019

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin4th percentile

Revenue

Up

$1,579,493

Up $698,983 (+79%) from 2019

Expenses

Up

$3,627,021

Up $1,468,845 (+68%) from 2019

Net Income

Down

-$2,047,528

Down $769,862 (-60%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$150M$100M$50M$0Assets 2011: $47,240,095Liabilities 2011: $320,8432011Assets 2012: $51,003,888Liabilities 2012: $475,9452012Assets 2013: $60,790,797Liabilities 2013: $1,816,0902013Assets 2014: $62,756,759Liabilities 2014: $1,208,8652014Assets 2015: $58,970,075Liabilities 2015: $1,137,8022015Assets 2018: $62,149,653Liabilities 2018: $2,344,947Net Assets 2018: $59,804,7062018Assets 2019: $76,121,500Liabilities 2019: $1,638,730Net Assets 2019: $74,482,7702019Assets 2020: $87,277,880Liabilities 2020: $1,277,048Net Assets 2020: $86,000,8322020Assets 2021: $103,686,797Liabilities 2021: $1,647,107Net Assets 2021: $102,039,6902021Assets 2022: $77,182,016Liabilities 2022: $726,880Net Assets 2022: $76,455,1362022Assets 2023: $93,173,301Liabilities 2023: $1,086,706Net Assets 2023: $92,086,5952023Assets 2024: $106,505,352Liabilities 2024: $1,218,562Net Assets 2024: $105,286,7902024

Highlighted filing

2020

Assets$87,277,880
Liabilities$1,277,048
Net Assets$86,000,832
Open 2020 Filing

Operations Trend

Revenue Growth92nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,262,768Expenses 2011: $2,246,913Net Income 2011: $15,8552011Revenue 2012: $2,890,328Expenses 2012: $2,435,339Net Income 2012: $454,9892012Revenue 2013: $3,326,282Expenses 2013: $2,957,435Net Income 2013: $368,8472013Revenue 2014: $2,970,672Expenses 2014: $2,034,934Net Income 2014: $935,7382014Revenue 2015: $9,908,578Expenses 2015: $3,647,053Net Income 2015: $6,261,5252015Revenue 2018: $1,731,462Expenses 2018: $5,211,917Net Income 2018: -$3,480,4552018Revenue 2019: $880,510Expenses 2019: $2,158,176Net Income 2019: -$1,277,6662019Revenue 2020: $1,579,493Expenses 2020: $3,627,021Net Income 2020: -$2,047,5282020Revenue 2021: $1,979,654Expenses 2021: $4,554,437Net Income 2021: -$2,574,7832021Revenue 2022: $2,387,989Expenses 2022: $5,003,858Net Income 2022: -$2,615,8692022Revenue 2023: $2,385,517Expenses 2023: $4,967,187Net Income 2023: -$2,581,6702023Revenue 2024: $6,356,886Expenses 2024: $5,326,590Net Income 2024: $1,030,2962024

Highlighted filing

2020

Revenue$1,579,493
Expenses$3,627,021
Net Income-$2,047,528
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 6, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHEYENNA WHITTIERPresident/Director-$0--
MICHAEL J CASEYVice President/Director-$0--
LINDA J BLINKENBERGVice President/Director-$0--
DAVID A DAHLCFO/Director-$0--
JULIE LYTLE NESBITSecretary-$0--
ARLO G SORENSENDirector-$0--
KIMBERLY A WHITTIERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Confidence Foundation
EIN
95-3500483
Phone
6264415188
Address
625 FAIR OAKS AVENUE NO 360, SOUTH PASADENA, CA 91030

Signing Officer

Name
Cheyenna Whittier
Title
President
Phone
6264415188
Signed
2021-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
700 SOUTH FLOWER STREET SUITE 3300, LOS ANGELES, CA 90017
Preparer
Lizbeth G Nevarez
Phone
3108731600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57,036 UNITS APPLE COMPUTER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61,759 UNITS BOEING CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71,759 UNITS CATERPILLAR INC DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81,759 UNITS CHEVRON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91,759 UNITS CISCO SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101,759 UNITS COCA COLA CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11585 UNITS CORTEVA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121,759 UNITS DISNEY WALT CO COM DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13585 UNITS DOW INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14585 UNITS DUPONT DE NEMOURS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151,759 UNITS EXXON MOBIL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161,759 UNITS GOLDMAN SACHS GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171,759 UNITS HOME DEPOT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181,759 UNITS INTEL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191,759 UNITS INTERNATIONAL BUSINESS MACHS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201,759 UNITS J P MORGAN CHASE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211,759 UNITS JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221,759 UNITS MCDONALDS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231,759 UNITS MERCK & CO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241,759 UNITS MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm251,759 UNITS NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261,759 UNITS PFIZER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm271,759 UNITS PROCTER & GAMBLE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281,759 UNITS RAYTHEON TECHNOLOGIES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm291,759 UNITS TRAVELERS COMPANIES, INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301,759 UNITS UNITEDHEALTH GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311,759 UNITS VERIZON COMMUNICATIONS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm321,759 UNITS VISA INC COM CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331,759 UNITS WAL MART STORES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm341,759 UNITS WALGREEN CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm351,759 UNITS CARRIER GLOBAL CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36879 UNITS OTIS WORLDWIDE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37218 UNITS VIATRIS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38488 UNITS TEVA PHARMACEUTICAL INDS LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39318 UNITS VODAFONE GROUP PLC NEW SPONSORED ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41786 UNITS ACTIVISION BLIZZARD INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42351 UNITS ADOBE SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43123 UNITS ALEXION PHARMACEUTICALS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44174 UNITS ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45174 UNITS ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46310 UNITS AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47638 UNITS AMGEN INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4817,882 UNITS APPLE COMPUTER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491,021 UNITS AT&T INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50344 UNITS AUTOMATIC DATA PROCESSING INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51164 UNITS BIOGEN IDEC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5234 UNITS BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53629 UNITS BRISTOL MYERS SQUIBB CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54225 UNITS CERNER CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55141 UNITS CHECK POINT SOFTWARE TECH LT ORD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5685 UNITS CIGNA CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm573,784 UNITS CISCO SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58418 UNITS COGNIZANT TECHNOLOGY SOLUTIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm592,868 UNITS COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60301 UNITS COSTCO WHSL CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61426 UNITS DISNEY WALT CO COM DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62893 UNITS EBAY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6380 UNITS EXPEDIA INC DEL COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64424 UNITS FOX CORP CL A COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm651,058 UNITS GILEAD SCIENCES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6688 UNITS ILLUMINA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm673,651 UNITS INTEL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68208 UNITS INTUIT COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6973 UNITS INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7011,991 UNITS INVESCO QQQ TR UNIT SER 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm715,789 UNITS MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72271 UNITS NETFLIX INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73509 UNITS NORTONLIFELOCK INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7496 UNITS O REILLY AUTOMOTIVE INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm753,548 UNITS ORACLE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76248 UNITS PACCAR INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77256 UNITS PAYCHEX INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78905 UNITS PAYPAL HLDGS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm791,159 UNITS QUALCOMM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80326 UNITS ROSS STORES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm811,035 UNITS STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82163 UNITS VERIZON COMMUNICATIONS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83140 UNITS VERTEX PHARMACEUTICALS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84118 UNITS CDK GLOBAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85132 UNITS CITRIX SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86422 UNITS FASTENAL CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87250 UNITS MATTEL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88299 UNITS NEWS CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89281 UNITS SEAGATE TECHNOLOGY PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9051 UNITS STERICYCLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9187.50 UNITS TRIPADVISOR INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92293 UNITS VIATRIS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9387 UNITS WYNN RESORTS LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94940 UNITS ALTABA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9560 UNITS FIRST SOLAR INC COM
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0207112
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0207112
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1473994
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2522335
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43563823
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7WHITTIER CORE FIXED INCOME FUND, LLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2522335
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31248038
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07120
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt028479
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01253776
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,277,880
Liabilities
$1,277,048
Net assets
$86,000,832
Revenue
$1,579,493
Expenses
$3,627,021
Net income
-$2,047,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$107$1.22$105$6.36$5.33$1.03
2023Detailed filing. Detailed filing data is available for this year.$93.2$1.09$92.1$2.39$4.97$2.58
2022Detailed filing. Detailed filing data is available for this year.$77.2$0.73$76.5$2.39$5.00$2.62
2021Detailed filing. Detailed filing data is available for this year.$104$1.65$102$1.98$4.55$2.57
2020Detailed filing. Detailed filing data is available for this year.$87.3$1.28$86.0$1.58$3.63$2.05
2019Detailed filing. Detailed filing data is available for this year.$76.1$1.64$74.5$0.88$2.16$1.28
2018Detailed filing. Detailed filing data is available for this year.$62.1$2.34$59.8$1.73$5.21$3.48
2015Summary only. Only limited summary data is available for this year.$59.0$1.14$9.91$3.65$6.26
2014Summary only. Only limited summary data is available for this year.$62.8$1.21$2.97$2.03$0.94
2013Summary only. Only limited summary data is available for this year.$60.8$1.82$3.33$2.96$0.37
2012Summary only. Only limited summary data is available for this year.$51.0$0.48$2.89$2.44$0.45
2011Summary only. Only limited summary data is available for this year.$47.2$0.32$2.26$2.25$0.02