Civic Intelligence

Daniel X & Mary Freedman Foundation for Academic Psychiatry 23-08655

990PF • Fiscal year 2013 • EIN 95-4537646

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 30, 2014

Organization Profile
531 S Marengo Ave91101-3114

(626) 765-9343

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

34th percentile

-2.9%

Higher net margin than 34% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

54th percentile

$16,989

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

41st percentile

-0.2%

Faster asset growth than 41% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

88th percentile

85%

Faster revenue growth than 88% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$3,825,821

Down $7,301 (-0.2%) from 2012

Net Assets

$3,825,821

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin34th percentile

Revenue

Up

$251,881

Up $115,712 (+85%) from 2012

Expenses

Up

$259,182

Up $99,182 (+62%) from 2012

Net Income

Up

-$7,301

Up $16,530 (+69%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,856,953Liabilities 2011: $02011Assets 2012: $3,833,122Liabilities 2012: $02012Assets 2013: $3,825,821Liabilities 2013: $0Net Assets 2013: $3,825,8212013Assets 2014: $3,775,985Liabilities 2014: $0Net Assets 2014: $3,775,9852014Assets 2015: $3,743,237Liabilities 2015: $0Net Assets 2015: $3,743,2372015Assets 2016: $3,681,717Liabilities 2016: $0Net Assets 2016: $3,681,7172016Assets 2017: $3,678,722Liabilities 2017: $0Net Assets 2017: $3,678,7222017Assets 2018: $3,982,100Liabilities 2018: $0Net Assets 2018: $3,982,1002018Assets 2019: $3,853,742Liabilities 2019: $0Net Assets 2019: $3,853,7422019Assets 2020: $3,606,923Liabilities 2020: $0Net Assets 2020: $3,606,9232020Assets 2021: $3,260,868Liabilities 2021: $0Net Assets 2021: $3,260,8682021Assets 2022: $2,984,568Liabilities 2022: $0Net Assets 2022: $2,984,5682022Assets 2023: $3,050,397Liabilities 2023: $0Net Assets 2023: $3,050,3972023Assets 2024: $3,146,666Liabilities 2024: $0Net Assets 2024: $3,146,6662024

Highlighted filing

2013

Assets$3,825,821
Liabilities$0
Net Assets$3,825,821
Open 2013 Filing

Operations Trend

Revenue Growth88th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $111,819Expenses 2011: $138,412Net Income 2011: -$26,5932011Revenue 2012: $136,169Expenses 2012: $160,000Net Income 2012: -$23,8312012Revenue 2013: $251,881Expenses 2013: $259,182Net Income 2013: -$7,3012013Revenue 2014: $220,041Expenses 2014: $269,877Net Income 2014: -$49,8362014Revenue 2015: $276,736Expenses 2015: $309,484Net Income 2015: -$32,7482015Revenue 2016: $234,744Expenses 2016: $296,264Net Income 2016: -$61,5202016Revenue 2017: $297,449Expenses 2017: $300,444Net Income 2017: -$2,9952017Revenue 2018: $621,367Expenses 2018: $317,989Net Income 2018: $303,3782018Revenue 2019: $216,403Expenses 2019: $344,761Net Income 2019: -$128,3582019Revenue 2020: $110,794Expenses 2020: $357,613Net Income 2020: -$246,8192020Revenue 2021: $98,687Expenses 2021: $444,742Net Income 2021: -$346,0552021Revenue 2022: $132,866Expenses 2022: $409,166Net Income 2022: -$276,3002022Revenue 2023: $474,403Expenses 2023: $408,574Net Income 2023: $65,8292023Revenue 2024: $577,837Expenses 2024: $481,568Net Income 2024: $96,2692024

Highlighted filing

2013

Revenue$251,881
Expenses$259,182
Net Income-$7,301
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 30, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL R WHALENPres/Director-$16,989-$16,989
JASMINA F SESMASec/Treas-$0--
Filing and Contact Details

Filer

EIN
95-4537646
Phone
6267659343

Signing Officer

Name
Michael R Whalen
Title
Director
Phone
6267659343
Signed
2014-04-30
Discuss with paid preparer
Yes

Preparer

Preparer
Laurence R Becker
Phone
8187041040
Raw XML Appendix330 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/EOYBookValueAmt01386506
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0734082
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0108340
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0239871
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0242197
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02326
IRS990PF/DistributableAmountGrp/TotalTaxAmt02326
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04772541
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt073766
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04843937
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHAEL WHALEN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0PASADENA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0911013114
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06267659343
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF NEUROPSYCHIATRY TRAINEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10YALE SCHOOL OF MEDICINE DEPT OF PSYCHIATRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10PO BOX 208055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0NEW HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode006520
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0220000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021518
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0216483
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0239871
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0238001
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0218353
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0216483
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt055
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0211
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt056
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016921
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016921
TaxesSchedule/TaxesDetail/Amt01372
TaxesSchedule/TaxesDetail/Amt11835
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/Amt350
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt2FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt3CA CHARITABLE REGISTRY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt210
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt350
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01372
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL R WHALEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06267659343
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10DANIEL X & MARY FREEDMAN FOUNDATION FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine20ACADEMIC PSYCHIATRY 23-08655
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0954537646
ReturnHeader/Filer/PhoneNum06267659343
ReturnHeader/Filer/USAddress/AddressLine10531 S MARENGO AVE
ReturnHeader/Filer/USAddress/City0PASADENA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0911013114
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954160744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CALDWELLBECKERDERVINPETRICK & COLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1020750 VENTURA BLVD 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0913642338
ReturnHeader/PreparerPersonGrp/PhoneNum08187041040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURENCE R BECKER
ReturnHeader/ReturnTs02014-05-07T10:25:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,825,821
Liabilities
$0
Net assets
$3,825,821
Revenue
$251,881
Expenses
$259,182
Net income
-$7,301
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.58$0.48$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.00$3.05$0.47$0.41$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.13$0.41$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$0.10$0.44$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.00$3.61$0.11$0.36$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$0.00$3.85$0.22$0.34$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.62$0.32$0.30
2017Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.30$0.30$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.00$3.68$0.23$0.30$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.28$0.31$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.22$0.27$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.25$0.26$0.01
2012Summary only. Only limited summary data is available for this year.$3.83$0.00$0.14$0.16$0.02
2011Summary only. Only limited summary data is available for this year.$3.86$0.00$0.11$0.14$0.03