Civic Intelligence

The Confidence Foundation

990PF • Fiscal year 2021 • EIN 95-3500483

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

Organization Profile
625 Fair Oaks Avenue 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

24th percentile

0.02x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.83x

Higher debt load relative to revenue than 68% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

2nd percentile

-130%

Higher net margin than 2% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

74th percentile

19%

Faster asset growth than 74% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

69th percentile

25%

Faster revenue growth than 69% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$103,686,797

Up $16,408,917 (+19%) from 2020

Net Assets

Up

$102,039,690

Up $16,038,858 (+19%) from 2020

Liabilities

Up

$1,647,107

Up $370,059 (+29%) from 2020

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin2nd percentile

Revenue

Up

$1,979,654

Up $400,161 (+25%) from 2020

Expenses

Up

$4,554,437

Up $927,416 (+26%) from 2020

Net Income

Down

-$2,574,783

Down $527,255 (-26%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2021

Assets$103,686,797
Liabilities$1,647,107
Net Assets$102,039,690
Open 2021 Filing

Operations Trend

Revenue Growth69th 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

2021

Revenue$1,979,654
Expenses$4,554,437
Net Income-$2,574,783
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay12th 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 360, SOUTH PASADENA, CA 91030

Signing Officer

Name
Cheyenna Whittier
Title
President
Phone
6264415188
Signed
2022-11-11
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/StockNm4534 UNITS BOOKING HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm603,651 UNITS INTEL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61208 UNITS INTUIT COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76140 UNITS VERTEX PHARMACEUTICALS INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80250 UNITS MATTEL INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82281 UNITS SEAGATE TECHNOLOGY PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8351 UNITS STERICYCLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8487.50 UNITS TRIPADVISOR INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85293 UNITS VIATRIS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8687 UNITS WYNN RESORTS LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87940 UNITS ALTABA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8860 UNITS FIRST SOLAR INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89130 UNITS ASTRAZENECA PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm901526 UNITS AMGEN INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9110000 UNITS REGIONS FINANCIAL CORP NEW DEP SH PFD SER E
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1473994
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2937217
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43914220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt553955915
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8145583
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7WHITTIER CORE FIXED INCOME FUND, LLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt084429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1473994
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2937217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31248037
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43914220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt553955915
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0319565
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01632941
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PARTNERSHIP INCOME
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01979654
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04082
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt016325
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03612861
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03365357
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03443057
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0319565
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0319565
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04581827
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01632941
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04037509
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01692
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01692
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0306884
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt027148
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0593017
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0197672
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0790689
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0302674
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0201801

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Filings

Displayed year

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

Open filing
Assets
$103,686,797
Liabilities
$1,647,107
Net assets
$102,039,690
Revenue
$1,979,654
Expenses
$4,554,437
Net income
-$2,574,783
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