Civic Intelligence

Szekely Family Foundation

EIN 95-3655645 • San Diego, CA

1840 Neale StreetSan Diego, CA 92103
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

92nd percentile

68%

Higher net margin than 92% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

83rd percentile

21%

Faster asset growth than 83% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

533%

Faster revenue growth than 97% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,793,553

Up $486,460 (+21%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,793,553

Up $486,460 (+21%) from 2023

Revenue

Up

$710,846

Up $598,602 (+533%) from 2023

Expenses

Down

$224,386

Down $226 (-0.1%) from 2023

Net Income

Up

$486,460

Up $598,828 (+533%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $4,207,958Liabilities 2011: $02011Assets 2012: $4,316,075Liabilities 2012: $02012Assets 2013: $5,056,726Liabilities 2013: $0Net Assets 2013: $5,056,7262013Assets 2014: $5,126,155Liabilities 2014: $7,055Net Assets 2014: $5,119,1002014Assets 2015: $5,027,483Liabilities 2015: $3,284Net Assets 2015: $5,024,1992015Assets 2016: $4,575,988Liabilities 2016: $16,697Net Assets 2016: $4,559,2912016Assets 2017: $3,846,316Liabilities 2017: $0Net Assets 2017: $3,846,3162017Assets 2018: $3,157,431Liabilities 2018: $0Net Assets 2018: $3,157,4312018Assets 2019: $2,701,923Liabilities 2019: $0Net Assets 2019: $2,701,9232019Assets 2020: $2,600,627Liabilities 2020: $0Net Assets 2020: $2,600,6272020Assets 2021: $2,590,904Liabilities 2021: $0Net Assets 2021: $2,590,9042021Assets 2022: $2,421,461Liabilities 2022: $2,000Net Assets 2022: $2,419,4612022Assets 2023: $2,307,093Liabilities 2023: $0Net Assets 2023: $2,307,0932023Assets 2024: $2,793,553Liabilities 2024: $0Net Assets 2024: $2,793,5532024

Highlighted filing

2024

Assets$2,793,553
Liabilities$0
Net Assets$2,793,553

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $122,744Expenses 2011: $176,209Net Income 2011: -$53,4652011Revenue 2012: $333,499Expenses 2012: $225,382Net Income 2012: $108,1172012Revenue 2013: $1,030,664Expenses 2013: $285,876Net Income 2013: $744,7882013Revenue 2014: $541,111Expenses 2014: $478,737Net Income 2014: $62,3742014Revenue 2015: $567,591Expenses 2015: $661,815Net Income 2015: -$94,2242015Revenue 2016: $366,362Expenses 2016: $792,542Net Income 2016: -$426,1802016Revenue 2017: $531,534Expenses 2017: $1,243,951Net Income 2017: -$712,4172017Revenue 2018: $385,557Expenses 2018: $1,073,649Net Income 2018: -$688,0922018Revenue 2019: $210,896Expenses 2019: $668,103Net Income 2019: -$457,2072019Revenue 2020: $215,148Expenses 2020: $316,444Net Income 2020: -$101,2962020Revenue 2021: $312,365Expenses 2021: $322,088Net Income 2021: -$9,7232021Revenue 2022: $77,825Expenses 2022: $249,268Net Income 2022: -$171,4432022Revenue 2023: $112,244Expenses 2023: $224,612Net Income 2023: -$112,3682023Revenue 2024: $710,846Expenses 2024: $224,386Net Income 2024: $486,4602024

Highlighted filing

2024

Revenue$710,846
Expenses$224,386
Net Income$486,460

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.71$0.22$0.49
2023Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.11$0.22$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.08$0.25$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.31$0.32$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.22$0.32$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.21$0.67$0.46
2018Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.39$1.07$0.69
2017Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.53$1.24$0.71
2016Detailed filing. Detailed filing data is available for this year.$4.58$0.02$4.56$0.37$0.79$0.43
2015Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.02$0.57$0.66$0.09
2014Detailed filing. Detailed filing data is available for this year.$5.13$0.01$5.12$0.54$0.48$0.06
2013Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$1.03$0.29$0.74
2012Summary only. Only limited summary data is available for this year.$4.32$0.00$0.33$0.23$0.11
2011Summary only. Only limited summary data is available for this year.$4.21$0.00$0.12$0.18$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA LIVIA BRIGHTWOODPresident-$0--
MILENKO MATANOVICBoard Member-$0--
PENNY LIVINGSTON-STARKSecretary-$0--
COLEEN LASSEGARDBoard Member-$0--
ESTHER LEVCFO-$0--
BARBARA MERZBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Szekely Family Foundation
EIN
95-3655645
Address
1840 NEALE STREET, SAN DIEGO, CA 92103

Signing Officer

Name
Sarah Livia Brightwood
Title
President
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
West Rhode & Roberts
Address
2741 4th Ave, San Diego, CA 92103
Preparer
Christopher M Roberts
Phone
6196155380
Raw XML AppendixShowing 400 of 491 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN DIEGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092103
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ACTIVITIES RELATED SOLELY TO GRANT MAKING
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0WELLNESS EDUCATION
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0170500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt031661
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER STATING REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DEBORAH SZEKELY
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01840 NEALE STREET
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd092103
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt18PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt19PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Fight for the Forgotten
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Ilan Lael Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2New American Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Orchestra Guadalupana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Pachama Alliance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Peacemaker Awards
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Pendleton Community Service Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Re-wild Your Campus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8San Diego Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9San Diego History Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10San Diego Natural History Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11San Diego River Park Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12Americas Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13Arawaka
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14Bioneers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm15Commonweal
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm16Gaia Girls Passages
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm17Los Cimientos Alliance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm18MAIA - Previously Starfish
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm19Street Of Dreams
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt15None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt16None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt17None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt18None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt19None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01401 Lavaca Street 102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 1221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22825 Dewey Road Ste 102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 80126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 29191
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5530 B Street Ste 1700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61986 Lancewood Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO Box 129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82508 Historic Decatur Rd 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91649 El Prado Ste 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10PO Box 121390
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111986 Lancewood Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12PO Box 574
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13PO Box 278
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14215 Lincoln Avenue Ste 202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15PO Box 316
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16PO Box 397
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt171015 Carolina Court
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18734087 Network Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt194215 Menlo Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Julian
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Calsbad
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10San Diego
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Chula Vista
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Ribera
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14Santa Fe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15Bolinas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16Lagunitas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm17Pingree Grove
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm18Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm19San Diego
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd17IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd18IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd19CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692009
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd778767
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd892106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd992101

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