Civic Intelligence

David S and Violet Evelyn Alberts Charitable Foundation

EIN 99-3368155 • Summerland, CA

PO Box 257Summerland, CA 93067

Siviq Scores

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

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

$5M-$10M nonprofits • Source year 2024

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

$5M-$10M nonprofits • Source year 2024

Higher net margin than 99% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet

Liabilities / Assets24th percentile

Assets

$6,511,751

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$6,511,751

No earlier filing loaded for comparison.

Operations

Liabilities / Revenue25th percentile Net Margin99th percentile

Revenue

$6,469,076

No earlier filing loaded for comparison.

Expenses

$43,580

No earlier filing loaded for comparison.

Net Income

$6,425,496

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

Highlighted filing

2024

Assets$6,511,751

Liabilities$0

Net Assets$6,511,751

Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2024

Revenue$6,469,076

Expenses$43,580

Net Income$6,425,496

Open 2024 Filing

Filings

Most recent year

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

Assets: $6,511,751
Liabilities: $0
Net assets: $6,511,751
Revenue: $6,469,076
Expenses: $43,580
Net income: $6,425,496

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$6.51	$0.00	$6.51	$6.47	$0.04	$6.43

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jun 4, 2024 to Dec 31, 2024
Signed: Oct 27, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer Pay36th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
John Berryhill	Trustee	-	$15,628	-	$15,628
Karen Shaw	Trustee	-	$15,628	-	$15,628

Filing and Contact Details

Filer

Filer Name: David S and Violet Evelyn Alberts
EIN: 99-3368155
Phone: 8059694451
Address: PO Box 257, Summerland, CA 93067

Signing Officer

Name: John Berryhill
Title: Trustee
Signed: 2025-10-27
Discuss with paid preparer: Yes

Preparer

Firm: Allman & Scheff CPAs
Address: 226 E Canon Perdido St Ste F, Santa Barbara, CA 93101
Preparer: Kristen Scheff
Phone: 8059574890

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ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	93101
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8059574890
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Kristen Scheff
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2025-10-27T13:12:03-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-06-04
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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