Civic Intelligence

Henry L Guenther Foundation

990PF • Fiscal year 2017 • EIN 95-6026937

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 16, 2018

3020 Old Ranch Parkway STE 300Seal Beach, CA 90740

(562) 799-5544

Siviq Scores

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

Liabilities / Assets

24th percentile

0.03x

Higher debt load relative to assets than 24% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

68th percentile

0.90x

Higher debt load relative to revenue than 68% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

5th percentile

-48%

Higher net margin than 5% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

38th percentile

$215,073

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

64th percentile

8.7%

Faster asset growth than 64% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

55th percentile

6.8%

Faster revenue growth than 55% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Assets

Up

$89,953,085

Up $7,180,079 (+8.7%) from 2016

Net Assets

Up

$86,842,521

Up $10,494,515 (+14%) from 2016

Liabilities

Down

$3,110,564

Down $3,314,436 (-52%) from 2016

Revenue

Up

$3,472,998

Up $220,615 (+6.8%) from 2016

Expenses

Down

$5,135,737

Down $590,078 (-10%) from 2016

Net Income

Up

-$1,662,739

Up $810,693 (+33%) from 2016

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2011: $78,775,038Liabilities 2011: $4,086,9592011Assets 2012: $81,878,113Liabilities 2012: $5,325,7722012Assets 2013: $85,947,074Liabilities 2013: $5,727,7132013Assets 2014: $88,396,508Liabilities 2014: $6,167,9812014Assets 2015: $82,659,515Liabilities 2015: $9,418,5322015Assets 2016: $82,773,006Liabilities 2016: $6,425,000Net Assets 2016: $76,348,0062016Assets 2017: $89,953,085Liabilities 2017: $3,110,564Net Assets 2017: $86,842,5212017Assets 2018: $84,631,925Liabilities 2018: $1,400,000Net Assets 2018: $83,231,9252018Assets 2019: $95,126,037Liabilities 2019: $2,193Net Assets 2019: $95,123,8442019Assets 2020: $105,534,603Liabilities 2020: $106,627Net Assets 2020: $105,427,9762020Assets 2021: $120,612,118Liabilities 2021: $67,360Net Assets 2021: $120,544,7582021Assets 2022: $97,251,214Liabilities 2022: $0Net Assets 2022: $97,251,2142022Assets 2023: $109,294,511Liabilities 2023: $0Net Assets 2023: $109,294,5112023Assets 2024: $115,925,175Liabilities 2024: $0Net Assets 2024: $115,925,1752024

Highlighted filing

2017

Assets$89,953,085
Liabilities$3,110,564
Net Assets$86,842,521

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $4,220,909Expenses 2011: $4,088,905Net Income 2011: $132,0042011Revenue 2012: $2,875,756Expenses 2012: $4,262,853Net Income 2012: -$1,387,0972012Revenue 2013: $2,649,458Expenses 2013: $4,242,768Net Income 2013: -$1,593,3102013Revenue 2014: $5,623,007Expenses 2014: $3,874,519Net Income 2014: $1,748,4882014Revenue 2015: $4,067,364Expenses 2015: $5,196,937Net Income 2015: -$1,129,5732015Revenue 2016: $3,252,383Expenses 2016: $5,725,815Net Income 2016: -$2,473,4322016Revenue 2017: $3,472,998Expenses 2017: $5,135,737Net Income 2017: -$1,662,7392017Revenue 2018: $1,644,288Expenses 2018: $3,475,644Net Income 2018: -$1,831,3562018Revenue 2019: $2,464,807Expenses 2019: $4,636,855Net Income 2019: -$2,172,0482019Revenue 2020: $6,766,957Expenses 2020: $5,012,275Net Income 2020: $1,754,6822020Revenue 2021: $12,847,913Expenses 2021: $6,231,487Net Income 2021: $6,616,4262021Revenue 2022: $3,965,896Expenses 2022: $5,644,540Net Income 2022: -$1,678,6442022Revenue 2023: $22,167,889Expenses 2023: $5,373,597Net Income 2023: $16,794,2922023Revenue 2024: $7,474,003Expenses 2024: $6,491,693Net Income 2024: $982,3102024

Highlighted filing

2017

Revenue$3,472,998
Expenses$5,135,737
Net Income-$1,662,739
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 16, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN LEATHERBURYDirector/Vice President/SecrtyFT$189,191$25,882$215,073
SUSANNE SUNDBERGDirector/President/CEOFT$204,192$8,078$212,270
W D MILLIKENFormer Director/Officer-$0$147,668$147,668
RICHARD BATTAGLIADirector/TreasurerPT$77,614$15,355$92,969
CHUCK LEATHERBURYDirectorPT$65,500$5,410$70,910
ERIC MOOBERRYDirectorFT$49,500$1,782$51,282
SARAH C MILLIKENFormer Director/Officer-$0$20,959$20,959
DENNIS SUNDBERGFormer DirectorPT$16,000$2,527$18,527
PHILIP BATTAGLIADirectorFT$16,500-$16,500
Filing and Contact Details

Filer

Filer Name
Henry L Guenther Foundation
EIN
95-6026937
In Care Of
% SUSANNE SUNDBERG
Phone
5627995544
Address
3020 Old Ranch Parkway STE 300, Seal Beach, CA 90740

Signing Officer

Name
Susanne Sundberg
Title
President
Phone
5627995544
Signed
2018-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Maginnis Knechtel & McIntyre LLP
Address
300 W Colorado Blvd, Pasadena, CA 91105
Preparer
Linda E G Ballesteros
Phone
6264493466
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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR/PRESIDENT/CEO
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04589182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03196890
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03688211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03699810
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049635
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.037213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044941
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt083901817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt085906821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt082067481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt079075412
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.248174
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04472745
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04501434
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt028689
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04501434
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt013
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ALL ACTIVITIES CONDUCTED BY THE FOUNDATION ARE FOR THE PURPOSES OF PROMOTING AND ENGAGING IN EXCLUSIVELY CHARITABLE ENDEAVORS WHICH WILL TEND TO IMPROVE SOCIAL CONDITIONS, PROMOTE HUMAN WELFARE AND/OR ALLEVIATE PAIN AND SUFFERING.
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03020 OLD RANCH PARKWAY STE 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SEAL BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090740
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SUSANNE SUNDBERG
IRS990PF/StatementsRegardingActyGrp/PhoneNum05627995544
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0n/a
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION FORMS AND APPLICATION PROCEDURES ARE ATTACHED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SUSANNE SUNDBERG PRESIDENT CEO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05627995544
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03020 OLD RANCH PARKWAY STE 300
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SEAL BEACH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd090740
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0IN GENERAL, THE FOUNDATION APPLIES ITS RESOURCES TO PRESERVE AND ENRICH THE BENEFITS TO BE DERIVED BY CALIFORNIA RESIDENTS, AND PRINCIPALLY THOSE RESIDING IN SOUTHERN CALIFORNIA. THE FOUNDATION HAS ESTABLISHED POLICIES (ATTACHED) TO GUIDE ITS BOARD OF DIRECTOS IN ALLOCATING ITS DONATIONS. THESE POLICIES ARE NOT RIGID AND OCCASIONAL EXCEPTIONS MAY BE MADE TO SOME OF THEM UNDER UNUSUAL CIRCUMSTANCES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0OCTOBER 31ST AND MAY 31ST
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt710000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt810000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt9100000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1010000

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$116$0.00$116$7.47$6.49$0.98
2023Detailed filing. Detailed filing data is available for this year.$109$0.00$109$22.2$5.37$16.8
2022Detailed filing. Detailed filing data is available for this year.$97.3$0.00$97.3$3.97$5.64$1.68
2021Detailed filing. Detailed filing data is available for this year.$121$0.07$121$12.8$6.23$6.62
2020Detailed filing. Detailed filing data is available for this year.$106$0.11$105$6.77$5.01$1.75
2019Detailed filing. Detailed filing data is available for this year.$95.1$0.00$95.1$2.46$4.64$2.17
2018Detailed filing. Detailed filing data is available for this year.$84.6$1.40$83.2$1.64$3.48$1.83
2017Detailed filing. Detailed filing data is available for this year.$90.0$3.11$86.8$3.47$5.14$1.66
2016Detailed filing. Detailed filing data is available for this year.$82.8$6.43$76.3$3.25$5.73$2.47
2015Summary only. Only limited summary data is available for this year.$82.7$9.42$4.07$5.20$1.13
2014Summary only. Only limited summary data is available for this year.$88.4$6.17$5.62$3.87$1.75
2013Summary only. Only limited summary data is available for this year.$85.9$5.73$2.65$4.24$1.59
2012Summary only. Only limited summary data is available for this year.$81.9$5.33$2.88$4.26$1.39
2011Summary only. Only limited summary data is available for this year.$78.8$4.09$4.22$4.09$0.13