Intervalien Foundation EIN 90-0899545

Intervalien Foundation

EIN  90-0899545 Supporting organization Mountain View, CA
Form 990 (PDF) Compare with another nonprofit →
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Size
$100K–1M
What they do
Funds innovative, long-term projects in arts, culture, and medical research, especially those traditionally underfunded.
Leadership
Alan Rothenberg · President/Director · $75K
Money in and out
$367K revenue, $549K expenses
Bottom line
-50% net inflow

Funds innovative, long-term projects in arts, culture, and medical research, especially those traditionally underfunded. For fiscal year 2024 it reported $367K in revenue, $549K in expenses, and $4.1M in net assets.Pt I

Money in and out · FY2024
Total revenue
$367K
Pt VIII · Ln 12
Total expenses
$549K
Pt IX · Ln 25
Net assets
$4.1M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$182K
Where spending went · Part IX cols B–D
Program services $0.75 Management & general $0.25
Net inflow
-50%
revenue over expenses, this year▲ +82% vs prior filing year
Pass-through gifts
0%
of revenue from contributions
Program spending
75%
of expenses reach stated programs▲ +32% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$367K
FY2024▲ +336%
Expenses
$549K
FY2024▲ +76%
Total assets
$4.1M
FY2024▼ -2%
Total liabilities
$0
FY2024▼ -100%
Total revenue
$367K
Pt VIII · Ln 12
Total expenses
$549K
Pt IX · Ln 25
Net assets
$4.1M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$182K
Total assetsPt X · Ln 16$4.1M
Program-expense ratioPt IX · col B75%
Voting members of governing bodyPt I · Ln 35
Independent voting membersPt I · Ln 44
Mission & Programs · Part III

Where the work happens

3 program services account for $411K of program spending, described in the organization's own filed words · FY2024.
01

Health

Research initiatives that fall within the scope of the Mission Statement (see Part III, Section 1)

$191Kprogram expense
02

Education

Research initiatives that fall within the scope of the Mission Statement (see Part III, Section 1)

$167Kprogram expense
03

Art and Culture

Research initiatives that fall within the scope of the Mission Statement (see Part III, Section 1)

$53Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CIntervalien Foundation
EINHdr · item D90-0899545
Principal addressHdr · item CMountain View, CA
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T99)
Ruling yearIRS BMFAug 2014

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a5
Independent voting membersPt VI · Ln 1b4
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
President/Director
$75,000Pt VII · Sec A
Secretary/Director
$0Pt VII · Sec A
Treasurer/Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Alan Rothenberg’s $75K as President/Director is at the 70th percentile of top reported officer pay among 1264 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Alan Rothenberg$75,000$75,000
Alan E Rothenberg$75,000$75,000$75,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Investment income100%$367K
Total revenueLn 12$367K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.75 Management & general $0.25
Program services75%$411K
Management & general25%$138K
Total functional expensesLn 25$549K

Balance Sheet

Part X · end of year
CashLn 1
Total assetsLn 16$4.1M
Total liabilitiesLn 26$0
Total net assetsLn 32$4.1M

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $4.1M · Operating expenses/yr $549K
89.5 months
Where the money goes
Program services
Program services $411K · Total expenses $549K
75%
Management & General
Management & general $138K · Total expenses $549K
25%
Fundraising
Fundraising $0 · Total expenses $549K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $367K
0%
Government reliance
Government grants — · Total revenue $367K
Earned-income share
Program service revenue $0 · Total revenue $367K
0%
Investment reliance
Investment income $367K · Total revenue $367K
+100%
Program self-sufficiency
Program service revenue $0 · Total expenses $549K
0%
Growth & trend
Revenue growth (YoY)
This year $367K · Prior year $84K
+336%
Revenue CAGR
FY2020 $42K · FY2024 $367K
+72%
Net-asset trend (YoY)
End of year $4.1M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $367K · Expenses $549K
-50%
Liabilities-to-Assets
Total liabilities — · Total assets $4.1M
Net-asset ratio
Net assets $4.1M · Total assets $4.1M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) $4.1M · Total assets (Pt X, ln 16) $4.1M
100%
People & payroll
Highest Reported Total Compensation
Individual Alan Rothenberg · Reported title President/Director · Highest reported compensation $75K · Total expenses $549K
14%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $75K · Total expenses $549K
14%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 75%
Overhead ratio 25%
Revenue growth 336%
Investment management fee ratio 1%
Accounting fee ratio 1%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · this organization's grantmaking
Grants paid · 22 grants · $1.3M · 2020–2024
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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$367K revenue · viewing · ⤓ 990 PDF
FY2023$84K revenue · ⤓ 990 PDF
FY2022$62K revenue · ⤓ 990 PDF
FY2021$631K revenue · ⤓ 990 PDF
FY2020$42K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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