Civic Intelligence

Arete Foundation

990PF • Fiscal year 2012 • EIN 95-3806437

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 14, 2013

Organization Profile
Post Office Box 2255793121
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

45th percentile

-1.3%

Faster asset growth than 45% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$70,659

Down $907 (-1.3%) from 2011

Net Assets

$70,251

No earlier filing loaded for comparison.

Liabilities

Up

$408

Up $199 (+95%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$3,672

Down $1,060 (-22%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$80K$60K$40K$20K$0Assets 2011: $71,566Liabilities 2011: $2092011Assets 2012: $70,659Liabilities 2012: $408Net Assets 2012: $70,2512012Assets 2013: $70,563Liabilities 2013: $409Net Assets 2013: $70,1542013Assets 2014: $68,855Liabilities 2014: $409Net Assets 2014: $68,4462014Assets 2015: $67,571Liabilities 2015: $1Net Assets 2015: $67,5702015Assets 2016: $65,902Liabilities 2016: $1Net Assets 2016: $65,9012016Assets 2017: $64,223Liabilities 2017: $0Net Assets 2017: $64,2232017Assets 2018: $61,367Liabilities 2018: $1Net Assets 2018: $61,3662018Assets 2019: $58,150Liabilities 2019: $0Net Assets 2019: $58,1502019Assets 2020: $54,596Liabilities 2020: $0Net Assets 2020: $54,5962020Assets 2021: $51,800Liabilities 2021: $0Net Assets 2021: $51,8002021Assets 2023: $47,158Liabilities 2023: $0Net Assets 2023: $47,1582023Assets 2024: $44,636Liabilities 2024: $0Net Assets 2024: $44,6362024

Highlighted filing

2012

Assets$70,659
Liabilities$408
Net Assets$70,251
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0KRevenue 2011: $1,861Expenses 2011: $4,732Net Income 2011: -$2,8712011Expenses 2012: $3,6722012Revenue 2013: $4,163Expenses 2013: $4,260Net Income 2013: -$972013Revenue 2014: $3,190Expenses 2014: $4,898Net Income 2014: -$1,7082014Revenue 2015: $3,234Expenses 2015: $4,110Net Income 2015: -$8762015Revenue 2016: $2,944Expenses 2016: $4,613Net Income 2016: -$1,6692016Revenue 2017: $2,639Expenses 2017: $4,317Net Income 2017: -$1,6782017Revenue 2018: $2,318Expenses 2018: $5,175Net Income 2018: -$2,8572018Revenue 2019: $1,981Expenses 2019: $5,197Net Income 2019: -$3,2162019Revenue 2020: $1,505Expenses 2020: $5,059Net Income 2020: -$3,5542020Revenue 2021: $1,254Expenses 2021: $4,050Net Income 2021: -$2,7962021Revenue 2023: $450Expenses 2023: $1,444Net Income 2023: -$9942023Revenue 2024: $64Expenses 2024: $2,586Net Income 2024: -$2,5222024

Highlighted filing

2012

Revenue-
Expenses$3,672
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 14, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID PERICFO-$0--
DIANA NEALEPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONPUBLICBOZEMAN, MT, US$1,000
Paid Grant-educationPUBLICsanta monica, CA, US$500
Paid Grant-EDUCATIONPUBLICPHOENIX, AZ, US$450
Filing and Contact Details

Filer

EIN
95-3806437
Raw XML Appendix245 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/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances07057
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DAVID PERI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DIANA NEALE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CFO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine104878 VIEJA DR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 22557
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SANTA BARBARA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SANTA BARBARA
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode093110
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode193121
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions02700
IRS990PF/QualifyingDistributions/ExpensesAndContributions02700
IRS990PF/QualifyingDistributions/QualifyingDistributions02700
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10DAVID L PERI
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08055631049
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10360 S HOPE AVESTE C300
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SANTA BARBARA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode093105
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
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IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
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IRS990PF/StatementsRegardingActivities/TerminationEtc0false
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IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
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IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10GRANTMAKING
IRS990PF/SummaryOfDirectCharitableActy/Expenses10750
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials01 PAGE LETTER, BUDGET, 501(C)(3) LETTER.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0DIANA NEALE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08055631049
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 22557
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1450
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2education
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0ART CENTERED EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1JOE FOSS INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2HONOR KIDS INTERNAITONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10111 SOUTH GRAND AVE SUITE 212
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine118925 E PIMA CENTER PARKWAY 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12po box 0
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BOZEMAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1PHOENIX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2santa monica
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode290405
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear01950
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0198
IRS990PF/UndistributedIncome/AppliedToYear102502
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted03476
IRS990PF/UndistributedIncome/QualifyingDistributions02700
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY03278
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear02502
OtherExpensesSchedule/OtherExpenses/Description0BANK CHARGES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0210
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0210
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01500
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps0750
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0750
TaxesSchedule/Taxes/Amount012
TaxesSchedule/Taxes/Category0FRANCHISE TAX BOARD
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0953806437
ReturnHeader/Filer/Name/BusinessNameLine10ARETE FOUNDATION
ReturnHeader/Filer/NameControl0ARET
ReturnHeader/Filer/Phone08055631049
ReturnHeader/Filer/USAddress/AddressLine10POST OFFICE BOX 22557
ReturnHeader/Filer/USAddress/City0SANTA BARBARA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093121
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-14
ReturnHeader/Officer/Name0DAVID PERI
ReturnHeader/Officer/Title0CFO
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PERI & ALVARADO CPAs INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10360 S HOPE AVENUE SUITE C300
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SANTA BARBARA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode093105
ReturnHeader/Preparer/Name0DAVID L PERI
ReturnHeader/Preparer/Phone08055631049
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-14T16:32:19-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,659
Liabilities
$408
Net assets
$70,251
Revenue
-
Expenses
$3,672
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.6$0.00$44.6$0.06$2.59$2.52
2023Detailed filing. Detailed filing data is available for this year.$47.2$0.00$47.2$0.45$1.44$0.99
2021Detailed filing. Detailed filing data is available for this year.$51.8$0.00$51.8$1.25$4.05$2.80
2020Detailed filing. Detailed filing data is available for this year.$54.6$0.00$54.6$1.51$5.06$3.55
2019Detailed filing. Detailed filing data is available for this year.$58.2$0.00$58.2$1.98$5.20$3.22
2018Detailed filing. Detailed filing data is available for this year.$61.4$0.00$61.4$2.32$5.18$2.86
2017Detailed filing. Detailed filing data is available for this year.$64.2$0.00$64.2$2.64$4.32$1.68
2016Detailed filing. Detailed filing data is available for this year.$65.9$0.00$65.9$2.94$4.61$1.67
2015Detailed filing. Detailed filing data is available for this year.$67.6$0.00$67.6$3.23$4.11$0.88
2014Detailed filing. Detailed filing data is available for this year.$68.9$0.41$68.4$3.19$4.90$1.71
2013Detailed filing. Detailed filing data is available for this year.$70.6$0.41$70.2$4.16$4.26$0.10
2012Detailed filing. Detailed filing data is available for this year.$70.7$0.41$70.3$3.67
2011Summary only. Only limited summary data is available for this year.$71.6$0.21$1.86$4.73$2.87