Civic Intelligence

Arete Foundation

990PF • Fiscal year 2014 • EIN 95-3806437

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 10, 2015

Organization Profile
Post Office Box 22557Santa Barbara, CA 93121

(805) 563-1049

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

10th percentile

-54%

Higher net margin than 10% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

39th percentile

-2.4%

Faster asset growth than 39% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

20th percentile

-23%

Faster revenue growth than 20% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$68,855

Down $1,708 (-2.4%) from 2013

Net Assets

Down

$68,446

Down $1,708 (-2.4%) from 2013

Liabilities

Flat

$409

Flat from 2013

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin10th percentile

Revenue

Down

$3,190

Down $973 (-23%) from 2013

Expenses

Up

$4,898

Up $638 (+15%) from 2013

Net Income

Down

-$1,708

Down $1,611 (-1661%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2014

Assets$68,855
Liabilities$409
Net Assets$68,446
Open 2014 Filing

Operations Trend

Revenue Growth20th percentile

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

2014

Revenue$3,190
Expenses$4,898
Net Income-$1,708
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA NEALEPresident-$0--
DAVID PERICFO-$0--
GRAHAM NEALEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Arete Foundation
EIN
95-3806437
Phone
8055631049
Address
POST OFFICE BOX 22557, SANTA BARBARA, CA 93121

Signing Officer

Name
David Peri
Title
CFO
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
PERI & ALVARADO CPAs INC
Address
360 S HOPE AVENUE SUITE C300, SANTA BARBARA, CA 93105
Preparer
David L Peri
Phone
8055631049
Raw XML Appendix280 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059718
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd181435
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd211201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd359715
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510118
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01021
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03279
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03423
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04300
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02402
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03279
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01
TaxesSchedule/TaxesDetail/Amt068
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt220
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt2secretary of state
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID PERI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARETE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ARET
ReturnHeader/Filer/EIN0953806437
ReturnHeader/Filer/PhoneNum08055631049
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE BOX 22557
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093121
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERI & ALVARADO CPAs INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0360 S HOPE AVENUE SUITE C300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093105
ReturnHeader/PreparerPersonGrp/PhoneNum08055631049
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L PERI
ReturnHeader/ReturnTs02015-11-10T13:30:04-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,855
Liabilities
$409
Net assets
$68,446
Revenue
$3,190
Expenses
$4,898
Net income
-$1,708
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