Civic Intelligence

Brenda & Dave Rickey Family Foundation

990PF • Fiscal year 2014 • EIN 11-6574096

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

Organization Profile
15629 Boulder Mountain RoadPoway, CA 92064

(615) 377-4600

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

20th percentile

$19,032

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

38th percentile

0.6%

Faster asset growth than 38% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

75th percentile

21%

Faster revenue growth than 75% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$10,228,933

Up $56,558 (+0.6%) from 2013

Net Assets

$10,223,461

No earlier filing loaded for comparison.

Liabilities

Up

$5,472

Up $5,472 from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin70th percentile

Revenue

Up

$1,067,980

Up $185,864 (+21%) from 2013

Expenses

Up

$895,544

Up $86,624 (+11%) from 2013

Net Income

Up

$172,436

Up $99,240 (+136%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$15M$10M$5.0M$0Assets 2011: $10,479,370Liabilities 2011: $02011Assets 2012: $10,091,298Liabilities 2012: $02012Assets 2013: $10,172,375Liabilities 2013: $02013Assets 2014: $10,228,933Liabilities 2014: $5,472Net Assets 2014: $10,223,4612014Assets 2015: $9,554,559Liabilities 2015: $0Net Assets 2015: $9,554,5592015Assets 2019: $8,201,931Liabilities 2019: $6,330Net Assets 2019: $8,195,6012019Assets 2020: $8,386,875Liabilities 2020: $6,330Net Assets 2020: $8,380,5452020Assets 2021: $8,528,771Liabilities 2021: $6,350Net Assets 2021: $8,522,4212021Assets 2022: $8,954,414Liabilities 2022: $89,898Net Assets 2022: $8,864,5162022Assets 2023: $7,533,485Liabilities 2023: $89,8982023Assets 2024: $8,062,079Liabilities 2024: $107,018Net Assets 2024: $7,955,0612024

Highlighted filing

2014

Assets$10,228,933
Liabilities$5,472
Net Assets$10,223,461
Open 2014 Filing

Operations Trend

Revenue Growth75th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $489,981Expenses 2011: $874,406Net Income 2011: -$384,4252011Revenue 2012: $445,345Expenses 2012: $964,365Net Income 2012: -$519,0202012Revenue 2013: $882,116Expenses 2013: $808,920Net Income 2013: $73,1962013Revenue 2014: $1,067,980Expenses 2014: $895,544Net Income 2014: $172,4362014Revenue 2015: $124,512Expenses 2015: $942,906Net Income 2015: -$818,3942015Revenue 2019: $595,398Expenses 2019: $674,881Net Income 2019: -$79,4832019Revenue 2020: $761,189Expenses 2020: $721,463Net Income 2020: $39,7262020Revenue 2021: $697,278Expenses 2021: $536,306Net Income 2021: $160,9722021Revenue 2022: $810,726Expenses 2022: $525,264Net Income 2022: $285,4622022Revenue 2023: $181,167Expenses 2023: $789,667Net Income 2023: -$608,5002023Revenue 2024: $582,841Expenses 2024: $989,307Net Income 2024: -$406,4662024

Highlighted filing

2014

Revenue$1,067,980
Expenses$895,544
Net Income$172,436
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID M RICKEYPresident/DirectorPT$19,032-$19,032
BRENDA SJODIN RICKEYDirectorPT$15,288-$15,288
Filing and Contact Details

Filer

Filer Name
Dave Rickey & Daughters Foundation
EIN
11-6574096
Phone
6153774600
Address
15629 BOULDER MOUNTAIN ROAD, POWAY, CA 92064

Signing Officer

Name
David M Rickey
Title
President/director
Phone
6153774600
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Lbmc Pc
Address
PO BOX 1869, BRENTWOOD, TN 37024-1869
Preparer
Bruce a Beck
Phone
6153774600
Raw XML AppendixShowing 400 of 652 raw XML fields

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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11397796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12141360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13159839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14180769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt159337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1678115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17107481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt181151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1937774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2023434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2112959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PTP - 1,432.000 SHS KINDER MORGAN ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FROM PLAINS ALL AMERICAN PIPELINE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FROM ENERGY TRANSFER PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PTP - 250.000 SHS ENTERPRISE PRODUCTS PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PTP - 2,192.000 SHS LINN ENERGY LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FROM ENERGY TRANSFER EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PTP - 15.000 SHS ENERGY TRANSFER EQUITY LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MERRILL LYNCH (6YJ-04330)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MERRILL LYNCH (6YJ-04330)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc913800.000 SHS EKSO BIONICS HOLDINGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10MERRILL LYNCH (6YJ-04324)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11MERRILL LYNCH (6YJ-04324)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12MERRILL LYNCH (6YJ-04327)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13MERRILL LYNCH (6YJ-04327)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14MERRILL LYNCH (6YJ-04328)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15MERRILL LYNCH (6YJ-04328)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc161000.000 SHS PEREGRINE SEMICONDUCOR CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17ECOATM INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18103,000.000 SHS SYSTEMATIC MOMENTUM FUTUREACCESS LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19FROM FRANCISCO III, L.P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20287.2874 SHS SELECTINVEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21170.1434 SHS SELECTINVEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172014-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212014-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0496530
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0172436
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0121350
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010344811
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010172375
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010223461
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0620692
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0620692
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0620692
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0638758
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt018066
IRS990PF/DistributableAmountGrp/TotalTaxAmt018066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt08000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt018066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt018066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt018066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt016000
IRS990PF/FMVAssetsEOYAmt012489771
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt05472
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09612799
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09891127
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt012151965
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt010172375
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt010223461
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0559576
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0337806
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0337806
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010172375
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010228933
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012489771
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05472
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010172375
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010228933
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010172375
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010223461
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012969702
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0445164
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012524538
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0194546
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0638758
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012775156
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012969702
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt019032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt115288
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID M RICKEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRENDA SJODIN RICKEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt015629 BOULDER MOUNTAIN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt115629 BOULDER MOUNTAIN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0POWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1POWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092064
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192064
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01074429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01083462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0645952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0831145
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0696317
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0938919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01787119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.084103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.072278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.057527
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.079693
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.157523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt09033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt012775156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt012075385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt011499227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt012104115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt011781677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt011345103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0717758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.420514
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0717758
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0717758
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0717758
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,228,933
Liabilities
$5,472
Net assets
$10,223,461
Revenue
$1,067,980
Expenses
$895,544
Net income
$172,436
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.06$0.11$7.96$0.58$0.99$0.41
2023Detailed filing. Detailed filing data is available for this year.$7.53$0.09$0.18$0.79$0.61
2022Detailed filing. Detailed filing data is available for this year.$8.95$0.09$8.86$0.81$0.53$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.53$0.01$8.52$0.70$0.54$0.16
2020Detailed filing. Detailed filing data is available for this year.$8.39$0.01$8.38$0.76$0.72$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.20$0.01$8.20$0.60$0.67$0.08
2015Detailed filing. Detailed filing data is available for this year.$9.55$0.00$9.55$0.12$0.94$0.82
2014Detailed filing. Detailed filing data is available for this year.$10.2$0.01$10.2$1.07$0.90$0.17
2013Summary only. Only limited summary data is available for this year.$10.2$0.00$0.88$0.81$0.07
2012Summary only. Only limited summary data is available for this year.$10.1$0.00$0.45$0.96$0.52
2011Summary only. Only limited summary data is available for this year.$10.5$0.00$0.49$0.87$0.38