Civic Intelligence

Lucerna Fund

990PF • Fiscal year 2019 • EIN 11-6044099

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 22, 2020

Organization Profile

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85 Channel DrivePort Washington, NY 11050-2216

(516) 883-8280

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2019 filings • NTEE A • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

6th percentile

0.00x

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

2019 filings • NTEE A • $10M-$25M nonprofits • Source year 2019

Net Margin

84th percentile

43%

Higher net margin than 84% of similar nonprofits.

2019 filings • NTEE A • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

51st percentile

$184,683

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2019 filings • NTEE A • $10M-$25M nonprofits • Source year 2019

Asset Growth

84th percentile

20%

Faster asset growth than 84% of similar nonprofits.

2019 filings • NTEE A • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

18th percentile

-23%

Faster revenue growth than 18% of similar nonprofits.

2019 filings • NTEE A • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$21,791,401

Up $3,703,335 (+20%) from 2018

Net Assets

Up

$21,791,401

Up $3,703,335 (+20%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin84th percentile

Revenue

Down

$1,831,638

Down $533,913 (-23%) from 2018

Expenses

Up

$1,036,332

Up $60,860 (+6.2%) from 2018

Net Income

Down

$795,306

Down $594,773 (-43%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$30M$20M$10M$0Assets 2010: $10,963,911Liabilities 2010: $0Net Assets 2010: $10,963,9112010Assets 2011: $10,437,908Liabilities 2011: $12011Assets 2012: $10,386,978Liabilities 2012: $0Net Assets 2012: $10,386,9782012Assets 2013: $11,315,395Liabilities 2013: $1Net Assets 2013: $11,315,3952013Assets 2014: $11,648,607Liabilities 2014: $3,944Net Assets 2014: $11,644,6632014Assets 2015: $11,430,849Liabilities 2015: $12015Assets 2016: $11,302,886Liabilities 2016: $0Net Assets 2016: $11,302,8862016Assets 2017: $12,698,690Liabilities 2017: $0Net Assets 2017: $12,698,6902017Assets 2018: $18,088,066Liabilities 2018: $0Net Assets 2018: $18,088,0662018Assets 2019: $21,791,401Liabilities 2019: $0Net Assets 2019: $21,791,4012019Assets 2020: $23,338,270Liabilities 2020: $0Net Assets 2020: $23,338,2702020Assets 2021: $25,946,896Liabilities 2021: $12021Assets 2022: $21,057,238Liabilities 2022: $0Net Assets 2022: $21,057,2382022Assets 2023: $23,834,032Liabilities 2023: $12023Assets 2024: $25,766,955Liabilities 2024: $0Net Assets 2024: $25,766,9552024

Highlighted filing

2019

Assets$21,791,401
Liabilities$0
Net Assets$21,791,401
Open 2019 Filing

Operations Trend

Revenue Growth18th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $939,9472010Revenue 2011: $406,771Expenses 2011: $932,774Net Income 2011: -$526,0032011Expenses 2012: $933,1992012Revenue 2013: $1,858,192Expenses 2013: $929,775Net Income 2013: $928,4172013Revenue 2014: $1,220,086Expenses 2014: $890,818Net Income 2014: $329,2682014Revenue 2015: $673,673Expenses 2015: $887,487Net Income 2015: -$213,8142015Revenue 2016: $814,828Expenses 2016: $942,791Net Income 2016: -$127,9632016Revenue 2017: $2,374,761Expenses 2017: $978,957Net Income 2017: $1,395,8042017Revenue 2018: $2,365,551Expenses 2018: $975,472Net Income 2018: $1,390,0792018Revenue 2019: $1,831,638Expenses 2019: $1,036,332Net Income 2019: $795,3062019Revenue 2020: $2,546,975Expenses 2020: $1,102,872Net Income 2020: $1,444,1032020Revenue 2021: $1,880,089Expenses 2021: $1,261,227Net Income 2021: $618,8622021Revenue 2022: $555,511Expenses 2022: $1,270,330Net Income 2022: -$714,8192022Revenue 2023: $952,376Expenses 2023: $1,229,874Net Income 2023: -$277,4982023Revenue 2024: $2,239,376Expenses 2024: $1,249,405Net Income 2024: $989,9712024

Highlighted filing

2019

Revenue$1,831,638
Expenses$1,036,332
Net Income$795,306
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 22, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL TEDESCHIPublisherFT$125,000$59,683$184,683
ANN SCHLEGEL-KYRKOSTASSenior Associate Editor & LibrarianFT$100,000$36,638$136,638
SANDY MOCHSONDirector And Secretary-$0$3,000$3,000
LLOYD BURLINGAMEDirector-$500-$500
KENNETH STEWARTDirector-$500-$500
DEBORAH HOLLANDDirector And President-$0--
LARRY CONDONDirector And Vice President-$0--
JOAN DALYDirector-$0--
PAUL RICHARDSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lucerna Fund
EIN
11-6044099
Phone
5168838280
Address
85 CHANNEL DRIVE, PORT WASHINGTON, NY 11050-2216

Signing Officer

Name
Deborah Holland
Title
President
Phone
5168838280
Signed
2020-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Lutz and Carr Cpas Llp
Address
551 FIFTH AVENUE SUITE 400, NEW YORK, NY 10176
Preparer
Lauren Cresci
Phone
2126972299
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt071309
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt05272
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05272
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06452
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0399309
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0160425
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0874727
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0160425
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01036332
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01619538
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01831638
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0160425
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0874727
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0160425
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01036332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01772097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13816663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01220229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt117434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01220229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt117434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02992326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13834097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01237663
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt017434
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0795306
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02908029
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021791401
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt018088066
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt021791401
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptOperatingFoundationsInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/NotApplicableCd0N/A
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RulingLetterDt02009-04-02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt021791401
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0358
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0156
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0156
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03769972
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03809695
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03809695
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt013212234
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt015850970
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015850970
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt0160000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt018088066
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt021631401
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0611002
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0884250
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0884250
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt018088066
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt021791401
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021791401
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt018088066
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt021791401
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt018088066
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt021791401
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0494500
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01246330
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01246330
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020275619
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0784166
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019491453
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0304134
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0998574
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt019971485
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020275619
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt060000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt165000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt256705
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt042599
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt128369
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt226710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JEFFREY POPHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1RAQUEL SIME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2ALFREDO FRANCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0ASSOCIATE EDITOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1OFFICE MANAGER/BOOKK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2ASSOCIATE EDITOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt085 CHANNEL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt185 CHANNEL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt285 CHANNEL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0PORT WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1PORT WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2PORT WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd011050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd111050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd211050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0DOUGLASS WINTHROP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0147642
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0535 FIFTH AVENUE 22ND FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt740.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt840.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt6500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt7125000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt8100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt23000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt759683
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt836638
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DEBORAH HOLLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LARRY CONDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SANDY MOCHSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LLOYD BURLINGAME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JOAN DALY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5PAUL RICHARDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6KENNETH STEWART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7MICHAEL TEDESCHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8ANN SCHLEGEL-KYRKOSTAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR AND PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR AND VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR AND SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7PUBLISHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8SENIOR ASSOCIATE EDITOR & LIBRARIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt085 CHANNEL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt185 CHANNEL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt285 CHANNEL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt385 CHANNEL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt485 CHANNEL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt585 CHANNEL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt685 CHANNEL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt785 CHANNEL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt885 CHANNEL DRIVE

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,791,401
Liabilities
$0
Net assets
$21,791,401
Revenue
$1,831,638
Expenses
$1,036,332
Net income
$795,306
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$2.24$1.25$0.99
2023Detailed filing. Detailed filing data is available for this year.$23.8$0.00$0.95$1.23$0.28
2022Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$0.56$1.27$0.71
2021Detailed filing. Detailed filing data is available for this year.$25.9$0.00$1.88$1.26$0.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$0.00$23.3$2.55$1.10$1.44
2019Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$1.83$1.04$0.80
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.1$0.00$18.1$2.37$0.98$1.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.00$12.7$2.37$0.98$1.40
2016Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.81$0.94$0.13
2015Detailed filing. Detailed filing data is available for this year.$11.4$0.00$0.67$0.89$0.21
2014Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.22$0.89$0.33
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$11.3$0.00$11.3$1.86$0.93$0.93
2012Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.93
2011Summary only. Only limited summary data is available for this year.$10.4$0.00$0.41$0.93$0.53
2010Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.94