Intervalien Foundation FY2020 filing

EIN 90-0899545 Supporting organization Mountain View, CA

Form 990 (PDF)

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

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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 E Rothenberg · President and Director · $75K

Money in and out

$42K revenue, $281K expenses

Bottom line

-576% net inflow

Funds innovative, long-term projects in arts, culture, and medical research, especially those traditionally underfunded. For fiscal year 2020 it reported $42K in revenue, $281K in expenses, and $5.0M in net assets.Pt I

Money in and out · FY2020

Total revenue

$42K

Pt VIII · Ln 12

Total expenses

$281K

Pt IX · Ln 25

Net assets

$5.0M

Pt X · Ln 32

Revenue less expenses (Pt I · Ln 19): −$239K

Where spending went · Part IX cols B–D

58%

42%

Program services $0.58 Management & general $0.42

Net inflow

-576%

revenue over expenses, this year

Pass-through gifts

of revenue from contributions

Program spending

58%

of expenses reach stated programs

Summary of the Filing

Part I · fiscal year 2020 · Form 990

Revenue

$42K

FY2020

Expenses

$281K

FY2020

Total assets

$5.0M

FY2020

Total liabilities

FY2020

Total revenue

$42K

Pt VIII · Ln 12

Total expenses

$281K

Pt IX · Ln 25

Net assets

$5.0M

Pt X · Ln 32

Revenue less expensesPt I · Ln 19−$239K

Total assetsPt X · Ln 16$5.0M

Program-expense ratioPt IX · col B58%

Voting members of governing bodyPt I · Ln 34

Independent voting membersPt I · Ln 42

Mission & Programs · Part III

Where the work happens

3 program services account for $163K of program spending, described in the organization's own filed words · FY2020.

Arts & culture

$76Kprogram expense

Education

$64Kprogram expense

Science

$23Kprogram 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 1a4

Independent voting membersPt VI · Ln 1b2

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

Alan E Rothenberg

President and Director

$75,000Pt VII · Sec A

Bert Feuss

Treasurer and Director Left July 2020

$0Pt VII · Sec A

James Eakin

Secretary and Director

$0Pt VII · Sec A

Kimberly Myers Hewlett

Treasurer and Director

$0Pt VII · Sec A

Erica Wood

Director Left June 2020

$0Pt VII · Sec A

Judy O'Brien

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

Name	FY2024	FY2023	FY2022	FY2021	FY2020
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%$42K

Total revenueLn 12$42K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising

Allocation · columns B–D

58%

42%

Program services $0.58 Management & general $0.42

Program services58%$163K

Management & general42%$118K

Total functional expensesLn 25$281K

Balance Sheet

Part X · end of year

CashLn 1—

Total assetsLn 16$5.0M

Total liabilitiesLn 26$0

Total net assetsLn 32$5.0M

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it

Liquidity & Payout

Operating runway

Highly liquid reserves $4.9M · Operating expenses/yr $281K

210.6 months

Where the money goes

Program services

Program services $163K · Total expenses $281K

58%

Management & General

Management & general $118K · Total expenses $281K

42%

Fundraising

Fundraising $0 · Total expenses $281K

Cost to raise $1

Fundraising expense $0 · Solicited contributions $0

Solicited contributions below reporting floor

Where the money comes from

Contribution dependence

Contributions & grants $0 · Total revenue $42K

Government reliance

Government grants — · Total revenue $42K

—

Earned-income share

Program service revenue $0 · Total revenue $42K

Investment reliance

Investment income $42K · Total revenue $42K

+100%

Program self-sufficiency

Program service revenue $0 · Total expenses $281K

Growth & trend

Revenue growth (YoY)

This year $42K · Prior year —

No prior year on file

Net-asset trend (YoY)

End of year $5.0M · Beginning of year —

Beginning net assets not meaningfully positive — showing dollar change

Balance sheet

Surplus Margin

Revenue $42K · Expenses $281K

-576%

Liabilities-to-Assets

Total liabilities — · Total assets $5.0M

—

Net-asset ratio

Net assets $5.0M · Total assets $5.0M

100%

Marketable Investment Share

Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) $4.9M · Total assets (Pt X, ln 16) $5.0M

100%

People & payroll

Highest Reported Total Compensation

Individual Alan E Rothenberg · Reported title President And Director · Highest reported compensation $75K · Total expenses $281K

27%

Personnel share

Salaries, benefits & payroll (Pt IX 5-10) $75K · Total expenses $281K

27%

Peer comparison

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

Metric	This org	Peer median	Percentile
Program ratio	58%	—	—
Overhead ratio	42%	—	—
Investment management fee ratio	0%	—	—
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

The Board of Trustees of the Leland Stanford Junior UniversityCA · FY2024$108,488

University of California San Francisco FoundationCA · FY2024$96,700

Barbara Ann Karmanos Cancer InstituteMI · FY2024$84,417

The Ohio State UniversityOH · FY2024$25,000

Processing FoundationNY · FY2024$25,000

Gray Area Foundation for the ArtsCA · FY2024$25,000

Carnegie Mellon UniversityPA · FY2024$25,000

The Board of Trustees of the Leland Stanford Junior UniversityCA · FY2023$156,772

The Board of Trustees of the Leland Stanford Junior UniversityCA · FY2022$89,131

Barbara Ann Karmanos Cancer InstituteMI · FY2022$79,900

University of California San FranciscoCA · FY2022$55,555

Midpeninsula Community Media Center INCCA · FY2022$40,000

University of DenverCO · FY2022$25,000

Carnegie Mellon UniversityPA · FY2022$25,000

University of California San Francisco FoundationCA · FY2021$175,000

Pro Arts INCCA · FY2021$55,000

Regents of the University of California at San DiegoCA · FY2021$50,000

Processing FoundationNY · FY2020$55,000

See all 22 grants →

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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 · ⤓ 990 PDF

FY2023$84K revenue · ⤓ 990 PDF

FY2022$62K revenue · ⤓ 990 PDF

FY2021$631K revenue · ⤓ 990 PDF

FY2020$42K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings

Form 990 e-file (XML) · FY2020IRS

Classification, formation year, addressIRS Business Master File

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