Civic Intelligence

George a Pflaum Foundation

990PF • Fiscal year 2024 • EIN 95-3676366

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 02, 2024

Organization Profile
PO Box 8129LA Jolla, CA 92038

(858) 481-7767

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

1st percentile

-34901%

Higher net margin than 1% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

4th percentile

-100%

Faster asset growth than 4% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

70%

Faster revenue growth than 86% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $175,967 (-100%) from 2023

Net Assets

Down

$0

Down $175,967 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Up

$804

Up $331 (+70%) from 2023

Expenses

Up

$281,410

Up $273,234 (+3342%) from 2023

Net Income

Down

-$280,606

Down $272,903 (-3543%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$400K$300K$200K$100K$0Assets 2011: $233,683Liabilities 2011: $0Net Assets 2011: $233,6832011Assets 2012: $255,094Liabilities 2012: $0Net Assets 2012: $255,0942012Assets 2013: $280,503Liabilities 2013: $0Net Assets 2013: $280,5032013Assets 2014: $313,417Liabilities 2014: $0Net Assets 2014: $313,4172014Assets 2015: $320,326Liabilities 2015: $0Net Assets 2015: $320,3262015Assets 2016: $365,075Liabilities 2016: $0Net Assets 2016: $365,0752016Assets 2017: $314,949Liabilities 2017: $0Net Assets 2017: $314,9492017Assets 2018: $186,477Liabilities 2018: $0Net Assets 2018: $186,4772018Assets 2019: $147,921Liabilities 2019: $0Net Assets 2019: $147,9212019Assets 2020: $104,159Liabilities 2020: $0Net Assets 2020: $104,1592020Assets 2021: $156,787Liabilities 2021: $0Net Assets 2021: $156,7872021Assets 2022: $100,009Liabilities 2022: $0Net Assets 2022: $100,0092022Assets 2023: $175,967Liabilities 2023: $0Net Assets 2023: $175,9672023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $38,3392011Expenses 2012: $22,2292012Expenses 2013: $27,2742013Revenue 2014: $7,422Expenses 2014: $2,318Net Income 2014: $5,1042014Revenue 2015: $8,141Expenses 2015: $3,842Net Income 2015: $4,2992015Revenue 2016: $8,322Expenses 2016: $7,763Net Income 2016: $5592016Revenue 2017: $8,503Expenses 2017: $18,399Net Income 2017: -$9,8962017Revenue 2018: $6,532Expenses 2018: $14,404Net Income 2018: -$7,8722018Revenue 2019: $2,417Expenses 2019: $16,428Net Income 2019: -$14,0112019Revenue 2020: $400Expenses 2020: $10,451Net Income 2020: -$10,0512020Revenue 2021: $386Expenses 2021: $8,615Net Income 2021: -$8,2292021Revenue 2022: $400Expenses 2022: $7,399Net Income 2022: -$6,9992022Revenue 2023: $473Expenses 2023: $8,176Net Income 2023: -$7,7032023Revenue 2024: $804Expenses 2024: $281,410Net Income 2024: -$280,6062024

Highlighted filing

2024

Revenue$804
Expenses$281,410
Net Income-$280,606
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 2, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT E PETERSENChief Financial Officer-$0--
BRADLEY A GEIERChief Executive Officer-$0--
EDWARD C SEGUIN JRSecretary-$0--
Filing and Contact Details

Filer

Filer Name
George a Pflaum Foundation
EIN
95-3676366
Phone
8584817767
Address
PO BOX 8129, LA JOLLA, CA 92038

Signing Officer

Name
Robert E Petersen
Title
Chief Financial Officer
Phone
8584817767
Signed
2024-07-02
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
3655 NOBEL DRIVE SUITE 300, SAN DIEGO, CA 92122
Preparer
David W Cortney
Phone
8585974100
Raw XML Appendix332 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT E PETERSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRADLEY A GEIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2EDWARD C SEGUIN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHIEF FINANCIAL OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CHIEF EXECUTIVE OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07855 IVANHOE AVENUE SUITE 333
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17855 IVANHOE AVENUE SUITE 333
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27855 IVANHOE AVENUE SUITE 333
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THIS IS THE FINAL YEAR OF THE FOUNDATION. APPROVAL WAS GRANTED FROM THE CALIFORNIA ATTORNEY GENERAL TO DISTRIBUTE REMAINING ASSETS TO THE CATHEDRAL CATHOLIC HIGH SCHOOL LEARNING CENTER.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT PETERSEN
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FINAL YEAR. SEE ABOVE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT TJE OPERATIONS OF THE LEARNING CENTER AT CATHEDRAL CATHOLIC HIGH SCHOOL.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 85728
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092186
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0263869
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08509
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08509
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01228
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06906
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01823
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01901
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06918
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06918
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0281321
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0269463
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01228
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06906
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01823
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01901
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0277972
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0269463
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0288239
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018776
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt09270
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt011587
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02317
LiquidationExplanationStmt/ExplanationTxt0ALL ASSETS WERE DISTRIBUTED ON OR BEFORE JUNE 30, 2024.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1UBS ANNUAL ACCOUNT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REGISTRY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt082
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1175
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt082
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt275
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0137
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CASH IN LIEU OF STOCK
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0137
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0137
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0104639
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01279
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01279
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT E PETERSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08584817767
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE A PFLAUM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0953676366
ReturnHeader/Filer/PhoneNum08584817767
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8129
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092038
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03655 NOBEL DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092122
ReturnHeader/PreparerPersonGrp/PhoneNum08585974100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W CORTNEY
ReturnHeader/ReturnTs02024-07-10T17:02:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PETERSEN
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$804
Expenses
$281,410
Net income
-$280,606
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$2.81$2.81
2023Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.00$0.08$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.00$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.00$0.09$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.00$0.10$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.02$0.16$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.07$0.14$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.09$0.18$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.08$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.08$0.04$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.07$0.02$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.27
2012Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.22
2011Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.38