Civic Intelligence

Richard Frank Foundation

990PF • Fiscal year 2024 • EIN 95-4776084

Jan 01, 2024 to Dec 31, 2024 • Filed on May 16, 2025

c/o Goldman Sachs Ayco PO Box 15201Albany, NY 12212-5201

(518) 640-5000

Siviq Scores

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

Liabilities / Assets

94th percentile

0.01x

Higher debt load relative to assets than 94% of similar nonprofits.

2024 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

0.01x

Higher debt load relative to revenue than 90% of similar nonprofits.

2024 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2024

Net Margin

25th percentile

-37%

Higher net margin than 25% of similar nonprofits.

2024 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

2024 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2024

Asset Growth

3rd percentile

-27%

Faster asset growth than 3% of similar nonprofits.

2024 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

126%

Faster revenue growth than 73% of similar nonprofits.

2024 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,324,270

Down $878,499 (-27%) from 2023

Net Assets

Down

$2,299,645

Down $903,124 (-28%) from 2023

Liabilities

Up

$24,625

Up $24,625 from 2023

Revenue

Up

$2,447,643

Up $1,364,253 (+126%) from 2023

Expenses

Up

$3,350,767

Up $2,555,991 (+322%) from 2023

Net Income

Down

-$903,124

Down $1,191,738 (-413%) from 2023

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $780,343Liabilities 2011: $02011Assets 2012: $737,570Liabilities 2012: $02012Assets 2013: $706,721Liabilities 2013: $25,1832013Assets 2014: $778,192Liabilities 2014: $02014Assets 2015: $1,162,119Liabilities 2015: $02015Assets 2017: $1,009,635Liabilities 2017: $0Net Assets 2017: $1,009,6352017Assets 2018: $929,706Liabilities 2018: $0Net Assets 2018: $929,7062018Assets 2019: $1,305,005Liabilities 2019: $0Net Assets 2019: $1,305,0052019Assets 2020: $1,701,433Liabilities 2020: $0Net Assets 2020: $1,701,4332020Assets 2021: $2,396,129Liabilities 2021: $0Net Assets 2021: $2,396,1292021Assets 2022: $2,914,301Liabilities 2022: $0Net Assets 2022: $2,914,3012022Assets 2023: $3,202,769Liabilities 2023: $0Net Assets 2023: $3,202,7692023Assets 2024: $2,324,270Liabilities 2024: $24,625Net Assets 2024: $2,299,6452024

Highlighted filing

2024

Assets$2,324,270
Liabilities$24,625
Net Assets$2,299,645

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $110,743Expenses 2011: $120,846Net Income 2011: -$10,1032011Revenue 2012: $308,267Expenses 2012: $127,686Net Income 2012: $180,5812012Revenue 2013: $69,375Expenses 2013: $125,407Net Income 2013: -$56,0322013Revenue 2014: $234,339Expenses 2014: $137,685Net Income 2014: $96,6542014Revenue 2015: $489,733Expenses 2015: $105,806Net Income 2015: $383,9272015Revenue 2017: $95,994Expenses 2017: $172,631Net Income 2017: -$76,6372017Revenue 2018: $2,113,001Expenses 2018: $181,478Net Income 2018: $1,931,5232018Revenue 2019: $708,401Expenses 2019: $330,994Net Income 2019: $377,4072019Revenue 2020: $2,436,662Expenses 2020: $1,798,260Net Income 2020: $638,4022020Revenue 2021: $10,024,515Expenses 2021: $2,089,568Net Income 2021: $7,934,9472021Revenue 2022: $1,909,361Expenses 2022: $1,391,189Net Income 2022: $518,1722022Revenue 2023: $1,083,390Expenses 2023: $794,776Net Income 2023: $288,6142023Revenue 2024: $2,447,643Expenses 2024: $3,350,767Net Income 2024: -$903,1242024

Highlighted filing

2024

Revenue$2,447,643
Expenses$3,350,767
Net Income-$903,124
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 16, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD FRANKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Richard Frank Foundation
EIN
95-4776084
In Care Of
% GOLDMAN SACHS AYCO
Phone
5186405000
Address
c/o Goldman Sachs Ayco PO Box 15201, ALBANY, NY 12212-5201

Signing Officer

Name
Richard Frank
Title
Trustee
Phone
5186405000
Signed
2025-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001
Preparer
Christine DiIonna
Phone
2127733000
Raw XML Appendix395 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/RecipientBusinessName/BusinessNameLine1Txt0Napa Valley Festival Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1American Film Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Boys and Girls Clubs of St Helena and Calistoga
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3University of Illinois Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Temple Beth Hillel
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Cameo Cinema Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Womens Guild Cedars Sinai Medicial Center
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01350 TREAT BLVD STE 430
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21420 Tainter Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3Harker Hall MC 386 1305 West Gree
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4801 PARK CENTRAL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51340 Main Street St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6407 North Maple Drive Ground Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Walnut Creek
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Los Angeles
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NON-CHARITABLE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt020000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CALLS/PUTS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt024625
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018833
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018833
TaxesSchedule/TaxesDetail/Amt01129
TaxesSchedule/TaxesDetail/Amt17000
TaxesSchedule/TaxesDetail/Amt2209874
TaxesSchedule/TaxesDetail/Amt359443
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt3CALIFORNIA TAXES WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01129
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Frank
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Richard Frank Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0954776084
ReturnHeader/Filer/InCareOfNm0% GOLDMAN SACHS AYCO
ReturnHeader/Filer/PhoneNum05186405000
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Goldman Sachs Ayco PO Box 15201
ReturnHeader/Filer/USAddress/CityNm0ALBANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0122125201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine DiIonna
ReturnHeader/ReturnTs02025-05-16T07:55:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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