Civic Intelligence

The Charitable Foundation Inc.

990PF • Fiscal year 2019 • EIN 95-4528536

May 01, 2018 to Apr 30, 2019 • Filed on Oct 02, 2019

Organization Profile
12770 El Camino RealSan Diego, CA 92130

(858) 792-6085

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

36th percentile

-2.8%

Higher net margin than 36% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

28th percentile

-9.7%

Faster asset growth than 28% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-42%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$31,259

Down $3,345 (-9.7%) from 2018

Net Assets

Down

$31,259

Down $3,345 (-9.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin36th percentile

Revenue

Down

$121,480

Down $88,249 (-42%) from 2018

Expenses

Down

$124,825

Down $91,023 (-42%) from 2018

Net Income

Up

-$3,345

Up $2,774 (+45%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$80K$60K$40K$20K$0Assets 2011: $55,460Liabilities 2011: $02011Assets 2012: $74,762Liabilities 2012: $02012Assets 2013: $57,265Liabilities 2013: $02013Assets 2014: $52,494Liabilities 2014: $02014Assets 2015: $52,692Liabilities 2015: $02015Assets 2017: $40,774Liabilities 2017: $51Net Assets 2017: $40,7232017Assets 2018: $34,604Liabilities 2018: $0Net Assets 2018: $34,6042018Assets 2019: $31,259Liabilities 2019: $0Net Assets 2019: $31,2592019Assets 2020: $41,106Liabilities 2020: $100Net Assets 2020: $41,0062020Assets 2021: $45,809Liabilities 2021: $525Net Assets 2021: $45,2842021Assets 2022: $71,291Liabilities 2022: $576Net Assets 2022: $70,7152022Assets 2023: $41,061Liabilities 2023: $350Net Assets 2023: $40,7112023Assets 2024: $46,208Liabilities 2024: $3,277Net Assets 2024: $42,9312024

Highlighted filing

2019

Assets$31,259
Liabilities$0
Net Assets$31,259
Open 2019 Filing

Operations Trend

Revenue Growth12th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $128,097Expenses 2011: $154,906Net Income 2011: -$26,8092011Revenue 2012: $128,758Expenses 2012: $109,456Net Income 2012: $19,3022012Revenue 2013: $159,379Expenses 2013: $176,876Net Income 2013: -$17,4972013Revenue 2014: $198,387Expenses 2014: $203,158Net Income 2014: -$4,7712014Revenue 2015: $191,252Expenses 2015: $191,054Net Income 2015: $1982015Revenue 2017: $181,807Expenses 2017: $184,095Net Income 2017: -$2,2882017Revenue 2018: $209,729Expenses 2018: $215,848Net Income 2018: -$6,1192018Revenue 2019: $121,480Expenses 2019: $124,825Net Income 2019: -$3,3452019Revenue 2020: $121,794Expenses 2020: $112,047Net Income 2020: $9,7472020Revenue 2021: $140,520Expenses 2021: $136,242Net Income 2021: $4,2782021Revenue 2022: $183,463Expenses 2022: $158,032Net Income 2022: $25,4312022Revenue 2023: $109,600Expenses 2023: $139,604Net Income 2023: -$30,0042023Revenue 2024: $126,105Expenses 2024: $123,885Net Income 2024: $2,2202024

Highlighted filing

2019

Revenue$121,480
Expenses$124,825
Net Income-$3,345
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Oct 2, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY KINGCEO-$0--
MARTHA MOSIERSecretary-$0--
CANDACE BROWNTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Charitable Foundation Inc
EIN
95-4528536
Phone
8587926085
Address
12770 EL CAMINO REAL, SAN DIEGO, CA 92130

Signing Officer

Name
Martha Mosier
Title
Secretary
Signed
2019-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Dale T Snider CPA
Address
5130 Bonita Road Suite C, Bonita, CA 91902
Preparer
Dale Snider
Phone
6194700548
Raw XML Appendix261 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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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt210000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FUNDRAISING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt09962
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09962
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA MOSIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0954528536
ReturnHeader/Filer/PhoneNum08587926085
ReturnHeader/Filer/USAddress/AddressLine1Txt012770 EL CAMINO REAL
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813205505
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dale T Snider CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05130 Bonita Road Suite C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bonita
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091902
ReturnHeader/PreparerPersonGrp/PhoneNum06194700548
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dale Snider
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-14T06:57:43-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,259
Liabilities
$0
Net assets
$31,259
Revenue
$121,480
Expenses
$124,825
Net income
-$3,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.03$0.43$1.26$1.24$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$1.10$1.40$0.30
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.01$0.71$1.83$1.58$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.46$0.01$0.45$1.41$1.36$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$1.22$1.12$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.21$1.25$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$2.10$2.16$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$1.82$1.84$0.02
2015Summary only. Only limited summary data is available for this year.$0.53$0.00$1.91$1.91$0.00
2014Summary only. Only limited summary data is available for this year.$0.52$0.00$1.98$2.03$0.05
2013Summary only. Only limited summary data is available for this year.$0.57$0.00$1.59$1.77$0.17
2012Summary only. Only limited summary data is available for this year.$0.75$0.00$1.29$1.09$0.19
2011Summary only. Only limited summary data is available for this year.$0.55$0.00$1.28$1.55$0.27