Civic Intelligence

The Frank M & Lee Goldberg Foundation

EIN 95-3678549 • San Diego, CA

1333 Camino Del Rio South Suite 31San Diego, CA 92108
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

5th percentile

-735%

Higher net margin than 5% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

13th percentile

-95%

Faster asset growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-80%

Faster revenue growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$54,932

Down $1,136,495 (-95%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$54,932

Down $1,136,495 (-95%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin5th percentile

Revenue

Down

$154,721

Down $627,318 (-80%) from 2023

Expenses

Up

$1,291,347

Up $522,589 (+68%) from 2023

Net Income

Down

-$1,136,626

Down $1,149,907 (-8658%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,193,926Liabilities 2011: $02011Assets 2012: $1,522,679Liabilities 2012: $02012Assets 2013: $1,218,325Liabilities 2013: $02013Assets 2014: $1,179,800Liabilities 2014: $02014Assets 2015: $1,785,656Liabilities 2015: $0Net Assets 2015: $1,785,6562015Assets 2019: $1,212,785Liabilities 2019: $02019Assets 2020: $1,134,135Liabilities 2020: $0Net Assets 2020: $1,134,1352020Assets 2021: $1,129,487Liabilities 2021: $0Net Assets 2021: $1,129,4872021Assets 2022: $1,175,627Liabilities 2022: $0Net Assets 2022: $1,175,6272022Assets 2023: $1,191,427Liabilities 2023: $0Net Assets 2023: $1,191,4272023Assets 2024: $54,932Liabilities 2024: $0Net Assets 2024: $54,9322024

Latest loaded filing

2024

Assets$54,932
Liabilities$0
Net Assets$54,932
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $86,250Expenses 2011: $171,359Net Income 2011: -$85,1092011Revenue 2012: $507,991Expenses 2012: $189,731Net Income 2012: $318,2602012Revenue 2013: $65,225Expenses 2013: $364,301Net Income 2013: -$299,0762013Revenue 2014: $367,856Expenses 2014: $558,067Net Income 2014: -$190,2112014Revenue 2015: $1,042,534Expenses 2015: $592,137Net Income 2015: $450,3972015Revenue 2019: $86,689Expenses 2019: $311,220Net Income 2019: -$224,5312019Revenue 2020: $21,822Expenses 2020: $103,654Net Income 2020: -$81,8322020Revenue 2021: $304,918Expenses 2021: $315,738Net Income 2021: -$10,8202021Revenue 2022: $521,733Expenses 2022: $511,212Net Income 2022: $10,5212022Revenue 2023: $782,039Expenses 2023: $768,758Net Income 2023: $13,2812023Revenue 2024: $154,721Expenses 2024: $1,291,347Net Income 2024: -$1,136,6262024

Latest loaded filing

2024

Revenue$154,721
Expenses$1,291,347
Net Income-$1,136,626
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.15$1.29$1.14
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.78$0.77$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.52$0.51$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.30$0.32$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.02$0.10$0.08
2019Summary only. Only limited summary data is available for this year.$1.21$0.00$0.09$0.31$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$1.04$0.59$0.45
2014Summary only. Only limited summary data is available for this year.$1.18$0.00$0.37$0.56$0.19
2013Summary only. Only limited summary data is available for this year.$1.22$0.00$0.07$0.36$0.30
2012Summary only. Only limited summary data is available for this year.$1.52$0.00$0.51$0.19$0.32
2011Summary only. Only limited summary data is available for this year.$1.19$0.00$0.09$0.17$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Mar 24, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE GOLDBERGSecretaryPT$0--
EDWARD GOLDBERGDirector-$0--
ANNE NAGORNERPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJEWISH COMMUNITY FOUNDATIONGENERAL SUPPORTPCSAN DIEGO, CA, US$47,424
Filing and Contact Details

Filer

Filer Name
The Frank M & Lee Goldberg Foundation
EIN
95-3678549
Phone
6192973900
Address
1333 CAMINO DEL RIO SOUTH SUITE 31, SAN DIEGO, CA 92108

Signing Officer

Name
Lee Goldberg
Title
Secretary
Phone
6192973900
Signed
2026-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
4747 EXECUTIVE DR SUITE 1300, SAN DIEGO, CA 92121
Preparer
Patricia J Mayer
Phone
8586271400
Raw XML Appendix274 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt01242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01283745
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0694805
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0439432
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0240004
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt034532
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt034532
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02710275
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt052289
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01283745
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0694805
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0439432
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0240004
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053531
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt052289
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02744807
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02692518
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER LICENSES AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0139
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1IRS TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0139
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0139
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11036
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE GOLDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06192973900
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FRANK M & LEE GOLDBERG FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0953678549
ReturnHeader/Filer/PhoneNum06192973900
ReturnHeader/Filer/USAddress/AddressLine1Txt01333 CAMINO DEL RIO SOUTH SUITE 31
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04747 EXECUTIVE DR SUITE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092121
ReturnHeader/PreparerPersonGrp/PhoneNum08586271400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA J MAYER
ReturnHeader/ReturnTs02026-03-24T16:40:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-12-01
ReturnHeader/TaxPeriodEndDt02025-11-30
ReturnHeader/TaxYr02024

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