Civic Intelligence

The Auen Foundation

EIN 95-4325051 • Palm Desert, CA

PO Box 13390Palm Desert, CA 92255-3390
Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

26th percentile

0.03x

Higher debt load relative to revenue than 26% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Net Margin

26th percentile

-3.6%

Higher net margin than 26% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$307,815

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 20.1% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

21st percentile

-2.2%

Faster asset growth than 21% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

83%

Faster revenue growth than 87% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$32,989,820

Down $741,091 (-2.2%) from 2023

Liabilities

Down

$48,533

Down $685,101 (-93%) from 2023

Net Assets

Down

$32,941,287

Down $55,990 (-0.2%) from 2023

Operations
Liabilities / Revenue26th percentileNet Margin26th percentile

Revenue

Up

$1,534,236

Up $697,190 (+83%) from 2023

Expenses

Up

$1,590,226

Up $78,893 (+5.2%) from 2023

Net Income

Up

-$55,990

Up $618,297 (+92%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$60M$40M$20M$0Assets 2011: $40,410,735Liabilities 2011: $40,0682011Assets 2012: $37,638,521Liabilities 2012: $45,8482012Assets 2013: $36,750,259Liabilities 2013: $40,7922013Assets 2014: $37,213,440Liabilities 2014: $45,1832014Assets 2015: $35,466,085Liabilities 2015: $81,8482015Assets 2019: $34,470,033Liabilities 2019: $34,5492019Assets 2020: $34,461,575Liabilities 2020: $105,532Net Assets 2020: $34,356,0432020Assets 2021: $34,883,126Liabilities 2021: $191,280Net Assets 2021: $34,691,8462021Assets 2022: $33,717,681Liabilities 2022: $46,116Net Assets 2022: $33,671,5652022Assets 2023: $33,730,911Liabilities 2023: $733,634Net Assets 2023: $32,997,2772023Assets 2024: $32,989,820Liabilities 2024: $48,533Net Assets 2024: $32,941,2872024

Highlighted filing

2024

Assets$32,989,820
Liabilities$48,533
Net Assets$32,941,287
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $1,126,691Expenses 2011: $1,196,970Net Income 2011: -$70,2792011Revenue 2012: -$1,566,893Expenses 2012: $1,211,101Net Income 2012: -$2,777,9942012Revenue 2013: $1,615,314Expenses 2013: $2,498,520Net Income 2013: -$883,2062013Revenue 2014: $1,434,411Expenses 2014: $975,621Net Income 2014: $458,7902014Revenue 2015: $95,303Expenses 2015: $1,879,323Net Income 2015: -$1,784,0202015Revenue 2019: $1,562,806Expenses 2019: $1,694,545Net Income 2019: -$131,7392019Revenue 2020: $1,639,786Expenses 2020: $1,719,227Net Income 2020: -$79,4412020Revenue 2021: $2,154,929Expenses 2021: $1,819,126Net Income 2021: $335,8032021Revenue 2022: $842,610Expenses 2022: $1,862,892Net Income 2022: -$1,020,2822022Revenue 2023: $837,046Expenses 2023: $1,511,333Net Income 2023: -$674,2872023Revenue 2024: $1,534,236Expenses 2024: $1,590,226Net Income 2024: -$55,9902024

Highlighted filing

2024

Revenue$1,534,236
Expenses$1,590,226
Net Income-$55,990
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$32,989,820
Liabilities
$48,533
Net assets
$32,941,287
Revenue
$1,534,236
Expenses
$1,590,226
Net income
-$55,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.0$0.05$32.9$1.53$1.59$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$0.73$33.0$0.84$1.51$0.67
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$0.05$33.7$0.84$1.86$1.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.9$0.19$34.7$2.15$1.82$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.5$0.11$34.4$1.64$1.72$0.08
2019Summary only. Only limited summary data is available for this year.$34.5$0.03$1.56$1.69$0.13
2015Summary only. Only limited summary data is available for this year.$35.5$0.08$0.10$1.88$1.78
2014Summary only. Only limited summary data is available for this year.$37.2$0.05$1.43$0.98$0.46
2013Summary only. Only limited summary data is available for this year.$36.8$0.04$1.62$2.50$0.88
2012Summary only. Only limited summary data is available for this year.$37.6$0.05$1.57$1.21$2.78
2011Summary only. Only limited summary data is available for this year.$40.4$0.04$1.13$1.20$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$277,371$30,444$307,815
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantThe Palm Springs International Film Societyto support Senior Volunteer Programs for the 2025 film festivalPCPalm Springs, CA, US$50,000
Paid GrantAlzheimers Coachella Valleyto support services for Alzheimer's clientsPCPalm Desert, CA, US$50,000
Paid GrantBarbara Sinatra Children's Center at Eisenhowerto help expand the Forensic Medical servicesPCRancho Mirage, CA, US$50,000
Paid GrantEisenhower Medical Centerto support development of Eisenhower Intergenerational Child Care CenterPCRancho Mirage, CA, US$50,000
Paid GrantRancho Mirage Writer's Festivalto continue videotaping and airing of all Festival sessions for seniors that are not able to attendPCRancho Mirage, CA, US$35,000
Paid GrantAlzheimers Coachella Valleyto fund charitable services for those living with cognitive impairmentPCPalm Desert, CA, US$30,000
Paid GrantRead With Me Volunteer ProgramsIntergenerational Reading Mentoring ProgramPCRancho Mirage, CA, US$30,000
Paid GrantJoslyn Senior Centerto support the Aging Mastery ProgramPCPalm Desert, CA, US$30,000
Paid GrantDAP Healthto help with the dental programPCPalm Springs, CA, US$30,000
Paid GrantThe Ranch Recovery Centers Incscholarships for seniorsPCDesert Hot Springs, CA, US$30,000
Paid GrantLiving Desert Reserveto support Senior Volunteer ProgramsPCPalm Desert, CA, US$25,000
Paid GrantOld Town Artisan Studiosto support senior programsPCLa Quinta, CA, US$25,000
Paid GrantDesert Arcto help purchase a forklift for the mentally and physically challenged clientsPCPalm Desert, CA, US$25,000
Paid GrantOperation Safehouse Incto help with repair and maintenance because of hurricane damagePCRiverside, CA, US$25,000
Paid GrantCoachella Valley Symphonyto support free outdoor concerts for the entire communityPCPalm Desert, CA, US$25,000
Paid GrantPalm Springs Air MuseumEducation living history teaching programs in the Ronald M. Auen Learning CenterPCPalm Springs, CA, US$25,000
Paid GrantBraille Institute of America Incto help with free low-vision care rehabilitation servicesPCLos Angeles, CA, US$25,000
Paid GrantCoronado Island Film Festivalease of festival and outreach for the aging populationPCCoronado, CA, US$25,000
Paid GrantACT for Multiple Sclerosisfor direct services for people suffering from MSPCPalm Desert, CA, US$25,000
Paid GrantSharp HospiceCare Fundto help complete construction, beautify the grounds, and properly decorate home's interiorPCLa Mesa, CA, US$25,000
Paid GrantAIDS Assistance Programto assist in purchasing food vouchersPCPalm Springs, CA, US$25,000
Paid GrantCoachella Valley Volunteers In Medicineto provide no-charge primary care services to low-income residents over 55PCIndio, CA, US$25,000
Paid GrantCoronado Hospital Foundationto help purchase FEES equipmentPCCoronado, CA, US$25,000
Paid GrantSalk Institute for Biological Studiesfor the molecular neurobiology to study brain forms and functions for Alzheimer's and other disordersPCLa Jolla, CA, US$20,000
Paid GrantWell in the Desertto Insure Food ProgramsPCPalm Springs, CA, US$20,000
Paid GrantCoachella Valley Repertory Theatreto continue your Youth Outreach Program and newly formed Theatre For Young Audiences ProductionPCCathedral City, CA, US$20,000
Paid GrantLemhi County Historical Society and Museumto support the sustainability of the Shirley Walker Research Center and the Lemhi County Historical Society and museumPCSalmon, ID, US$20,000
Paid GrantAmerican Heart Association - Coachella Valley Divisionto help fund the SMBP programPCRiverside, CA, US$20,000
Paid GrantJewish Family Service of the DesertIn honor of Ron Snow who wakes up every morning and says "What can I do to make the world a better place?"PCPalm Springs, CA, US$20,000
Paid GrantMizell Senior Centerto support healthy and engaged lifestyles for seniorsPCPalm Springs, CA, US$20,000
Paid GrantOperation Safehouse Incto support Harrison House for at risk youthsPCRiverside, CA, US$20,000
Paid GrantTools For Tomorrowprogram supportPCPalm Desert, CA, US$20,000
Paid GrantTools For TomorrowIntergenerational Children's Art ProgramsPCPalm Desert, CA, US$15,000
Paid GrantThe Desert Symphony Incto support intergenerational music programsPCPalm Desert, CA, US$15,000
Paid GrantParade Charities Inc2024 Golf Cart Parade Auen Foundation Senior Seating AreaPCPalm Desert, CA, US$15,000
Paid GrantElderhelpto help seniors remain independent in their homePCSan Diego, CA, US$15,000
Paid GrantPalm Springs Cultural Centersenior entertainmentPCPalm Springs, CA, US$10,000
Paid GrantDesert Theaterworkssenior programsPCIndio, CA, US$10,000
Paid GrantCoronado Promenade Concertsproviding music programs for all ages in the communityPCCoronado, CA, US$8,000
Paid GrantAmy's Purposeprogram supportPCMorongo Valley, CA, US$6,000
Paid GrantBoys and Girls Club of Coachella Valleyto honor Judy VasslerPCPalm Desert, CA, US$5,000
Paid GrantParkinson's Resource Organizationcaregivers supportPCPalm Desert, CA, US$5,000
Paid GrantACT for Multiple Sclerosisfor strength training and circulation therapiesPCPalm Desert, CA, US$5,000
Paid GrantAngel View Incprogram supportPCCathedral City, CA, US$5,000
Paid GrantGrandparents Loveoperating expensesPCPalm Desert, CA, US$5,000
Paid GrantHabitat for Humanity - Coachella Valleyto support seniors through the A Brush with Kindness programPCPalm Desert, CA, US$5,000
Paid GrantInland Counties Legal Servicesto support the guardianship clinicPCRiverside, CA, US$5,000
Paid GrantPalm Springs Art Museumto further expand and enhance senior programsPCPalm Springs, CA, US$5,000
Paid GrantCoronado Fourth of Julyoperating expensesPCCoronado, CA, US$5,000
Paid GrantInternational Classical Concerts of the Desertto bring classical concerts to the elderly communityPCLa Quinta, CA, US$5,000
Paid GrantFoundation for Palm Springs Unified School Districtto facilitate all of the music preparationPCPalm Springs, CA, US$5,000
Paid GrantGrandparents Loveto help families in needPCPalm Desert, CA, US$5,000
Paid GrantJoslyn Senior Centerfor your good workPCPalm Desert, CA, US$5,000
Paid GrantLoving All Animalsoperating expensesPCPalm Desert, CA, US$5,000
Paid GrantMamysh Incto help families with counseling and emotional proplemsPCUpland, CA, US$5,000
Paid GrantSpiritual Outreach Ministriesto help provide needs for at risk seniorsPCPalm Desert, CA, US$5,000
Filing and Contact Details

Filer

Filer Name
The Auen Foundation
EIN
95-4325051
Phone
7603415293
Address
PO BOX 13390, PALM DESERT, CA 92255-3390

Signing Officer

Name
Sherrie Auen
Title
Trustee
Phone
7603415293
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
725 South Figueroa Street, LOS ANGELES, CA 90017-5418
Preparer
Christopher P Kearley
Phone
2139773200
Raw XML AppendixShowing 400 of 1,257 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm88BOA 8.5% WORST OF CONTINGENT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APOLLO GLBL MNGMT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ASSOCIATED BANC-CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31RITHM CAPITAL CORP PFD (RITM.C)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46SCHONFEL SP LTD CLASS D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47SEG PARTNERS OFFSHORE CLAS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48AGNC INVESTMENT CORP SER E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ALL STATE CORP PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50APOLLO GLBL MNGMT
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IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt012000

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