Civic Intelligence

The Alijon Charitable Trust

990 • Fiscal year 2016 • EIN 16-1711050

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 15, 2017

Organization ProfileN/A
121 Steuart StreetSan Francisco, CA 94105

(415) 777-0411

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

27th percentile

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

89th percentile

37%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

93rd percentile

$271,376

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 320.8% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

15th percentile

-7.9%

Faster asset growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-8.8%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$2,268,394

Down $193,988 (-7.9%) from 2015

Net Assets

Down

$2,266,351

Down $194,007 (-7.9%) from 2015

Liabilities

Up

$2,043

Up $19 (+0.9%) from 2015

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin89th percentile

Revenue

Down

$84,592

Down $8,151 (-8.8%) from 2015

Expenses

Up

$52,892

Up $22,530 (+74%) from 2015

Net Income

Down

$31,700

Down $30,681 (-49%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,353,851Liabilities 2010: $4,248Net Assets 2010: $2,349,6032010Assets 2011: $2,571,995Liabilities 2011: $5,639Net Assets 2011: $2,566,3562011Assets 2012: $2,575,598Liabilities 2012: $2,003Net Assets 2012: $2,573,5952012Assets 2013: $2,611,721Liabilities 2013: $2,220Net Assets 2013: $2,609,5012013Assets 2014: $2,568,774Liabilities 2014: $2,050Net Assets 2014: $2,566,7242014Assets 2015: $2,462,382Liabilities 2015: $2,024Net Assets 2015: $2,460,3582015Assets 2016: $2,268,394Liabilities 2016: $2,043Net Assets 2016: $2,266,3512016Assets 2017: $47,359Liabilities 2017: $306Net Assets 2017: $47,0532017Assets 2018: $47,187Liabilities 2018: $0Net Assets 2018: $47,1872018Assets 2019: $47,722Liabilities 2019: $0Net Assets 2019: $47,7222019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$2,268,394
Liabilities$2,043
Net Assets$2,266,351
Open 2016 Filing

Operations Trend

Revenue Growth25th percentile

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

$2.0M$0-$2.0M-$4.0MExpenses 2010: $80,8082010Revenue 2011: $78,950Expenses 2011: $67,174Net Income 2011: $11,7762011Revenue 2012: $22,085Expenses 2012: $30,383Net Income 2012: -$8,2982012Expenses 2013: $15,6132013Revenue 2014: $28,920Expenses 2014: $36,590Net Income 2014: -$7,6702014Revenue 2015: $92,743Expenses 2015: $30,362Net Income 2015: $62,3812015Revenue 2016: $84,592Expenses 2016: $52,892Net Income 2016: $31,7002016Revenue 2017: -$789,904Expenses 2017: $1,954,939Net Income 2017: -$2,744,8432017Revenue 2018: $144Expenses 2018: $10Net Income 2018: $1342018Revenue 2019: $545Expenses 2019: $10Net Income 2019: $5352019Revenue 2020: $370Expenses 2020: $68,630Net Income 2020: -$68,2602020

Highlighted filing

2016

Revenue$84,592
Expenses$52,892
Net Income$31,700
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 15, 2017
Return Version
2015v3.0
Gross Receipts
$251,915
Mission and Program Overview

Mission

The trust operates exclusively for charitable, educational or religious purposes by conducting or supporting activities for the benefit of, or to carry out the purposes of the jewish community federation of san francisco, the peninsula, marin and sonoma counties.

Supports charitable, educational, & religious purposes of jewish comm federation of sf.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,471,704$1,188,684▼ $283,020
Investments in Publicly Traded Securities$710,399$656,700▼ $53,699
Savings and Temporary Cash Investments$258,085$420,352▲ $162,267
Prepaid Expenses and Deferred Charges$11,574--
Accounts Receivable$10,620$2,658▼ $7,962
Total Assets$2,462,382$2,268,394▼ $193,988
Liabilities
Accounts Payable and Accrued Expenses$2,024$2,043▲ $19
Total Liabilities$2,024$2,043▲ $19
Net Assets / Fund Balance
Unrestricted Net Assets$2,460,358$2,266,351▼ $194,007
Total Net Assets Fund Balance$2,460,358$2,266,351▼ $194,007
Total Liabilities and Net Assets / Fund Balance$2,462,382$2,268,394▼ $193,988

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,188,684--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleOtherTotal
Wendy VerbaTrustee$96,703$96,703

Board Members and Trustees

NameTitle
Mark ReisbaumTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$84,592
Other Revenue
$0
Change in Net Assets
$31,700
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,892
Grants and Similar Amounts Paid$25,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,000--$25,000
Other Expenses-$45-$45
Total Functional Expenses$25,000$27,892$0$52,892
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Congregation Emanu-elSan Francisco, CA501(c)(3)General Operating Support$10,000
We Care SolarBerkeley, CA501(c)(3)Distributing Energy Sources for Hospitals in Africa$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 is prepared based on audited consolidated financial statements and with the assistance of the supported organization's finance and accounting staff. The final draft of the 990 is reviewed by all current trustees prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The organization regularly and consistently monitors and enforces compliance with its conflict of interest policy. For trustees and officers conflict of interest policy, the supported organization requests completion of an annual disclosure form by january 31 for all trustees and officers. The supported organization ensures that all forms have been received and prepares a summary of disclosures and forwards the forms and summary to its legal counsel. The supported organization's cfo also receives a copy of the summary and reviews all forms and is responsible for assuring appropriate reporting to the external auditors and disclosure in the annual tax filings.”

Form 990, Part VI, Section C, Line 19

“The organization is a part of the jewish community federation, a related party, that makes its consolidated audited financial statements and form 990 for the most recent three years and conflict of interest policy available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Alijon Charitable Trust
EIN
16-1711050
Phone
4157770411
Address
121 STEUART STREET, SAN FRANCISCO, CA 94105

Signing Officer

Name
Holden Lee
Title
CFO - Jcf
Phone
4157770411
Signed
2017-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendy Verba
Formed
2004
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Grant Thornton
Address
101 CALIFORNIA STREET SUITE 2700, SAN FRANCISCO, CA 94111
Preparer
Donald a Corbett
Phone
4159863900
Supplemental Narrative

Additional Explanations

Form 990 Various

“Due to tax software limitations, certain questions that should have been answered n/a were left blank as follows: 1) part iv, question 20b, 24b, 24c, 24d, 35b 2) part v, question 1c, 2b, 4b, 5c, 6b, 7b, 7d, 7g, 7h, 8, 9a, 9b, 10a, 10b, 11a, 11b, 12a, 12b, 13a, 13b, 13c, 14b 3) part vi, question 10b, 16b 4) part xii, question 3b 5) schedule a part iv question 3b, 3c, 4b, 4c, 5b, 5c, 10b 6) schedule j, question 1b, 2, 9”

Raw XML Appendix389 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt07443
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt015454
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARK REISBAUM
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0271376
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION DOES NOT HAVE EMPLOYEES AND DOES NOT COMPENSATE OFFICERS AND MEMBERS OF ITS BOARD. HOWEVER, CERTAIN TRUSTEES ARE COMPENSATED BY A RELATED PARTY, THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES ('JCF'). JCF DOES A COMPENSATION SURVEY AND ANALYSIS FOR THE SENIOR LEVEL POSITIONS. JCF LOOKS AT COMPENSATION THAT IS EQUITABLE INTERNALLY AND EXTERNALLY FOR THESE POSITIONS. THE EXECUTIVE COMMITTEE OFFICERS APPROVE THE COMPENSATION FOR THE CEO. THERE IS A PERIODIC REVIEW OF ALL SALARIES FROM AN INDEPENDENT PROFESSIONAL COMPENSATION ORGANIZATION. THE REVIEW INCLUDES SIMILAR POSITIONS IN THE NON-PROFIT AND FOR-PROFIT SECTOR LOCALLY AND IS ADJUSTED NATIONALLY. THE COMPENSATION REVIEW ALSO ANALYZES COMPENSATION INFORMATION FROM OTHER FORM 990S FOR SIMILAR ORGANIZATION AS WELL AS MANY OTHER SOURCES OF COMPENSATION DATA.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BASED ON AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND WITH THE ASSISTANCE OF THE SUPPORTED ORGANIZATION'S FINANCE AND ACCOUNTING STAFF. THE FINAL DRAFT OF THE 990 IS REVIEWED BY ALL CURRENT TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. FOR TRUSTEES AND OFFICERS CONFLICT OF INTEREST POLICY, THE SUPPORTED ORGANIZATION REQUESTS COMPLETION OF AN ANNUAL DISCLOSURE FORM BY JANUARY 31 FOR ALL TRUSTEES AND OFFICERS. THE SUPPORTED ORGANIZATION ENSURES THAT ALL FORMS HAVE BEEN RECEIVED AND PREPARES A SUMMARY OF DISCLOSURES AND FORWARDS THE FORMS AND SUMMARY TO ITS LEGAL COUNSEL. THE SUPPORTED ORGANIZATION'S CFO ALSO RECEIVES A COPY OF THE SUMMARY AND REVIEWS ALL FORMS AND IS RESPONSIBLE FOR ASSURING APPROPRIATE REPORTING TO THE EXTERNAL AUDITORS AND DISCLOSURE IN THE ANNUAL TAX FILINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION IS A PART OF THE JEWISH COMMUNITY FEDERATION, A RELATED PARTY, THAT MAKES ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND FORM 990 FOR THE MOST RECENT THREE YEARS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUE TO TAX SOFTWARE LIMITATIONS, CERTAIN QUESTIONS THAT SHOULD HAVE BEEN ANSWERED N/A WERE LEFT BLANK AS FOLLOWS: 1) PART IV, QUESTION 20B, 24B, 24C, 24D, 35B 2) PART V, QUESTION 1C, 2B, 4B, 5C, 6B, 7B, 7D, 7G, 7H, 8, 9A, 9B, 10A, 10B, 11A, 11B, 12A, 12B, 13A, 13B, 13C, 14B 3) PART VI, QUESTION 10B, 16B 4) PART XII, QUESTION 3B 5) SCHEDULE A PART IV QUESTION 3B, 3C, 4B, 4C, 5B, 5C, 10B 6) SCHEDULE J, QUESTION 1B, 2, 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 VARIOUS
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0JEWISH COMMUNITY FEDERATION OF SF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0941156533
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0BUILD, MAINTAIN AND STRENGTHEN JEWISH IDENTITY, COMM AND LIFE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0121 STEUART STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094105
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt08086
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02462382
IRS990/TotalAssetsEOYAmt02268394
IRS990/TotalAssetsGrp/BOYAmt02462382
IRS990/TotalAssetsGrp/EOYAmt02268394
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027892
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt025000
IRS990/TotalFunctionalExpensesGrp/TotalAmt052892
IRS990/TotalGrossUBIAmt0121579
IRS990/TotalLiabilitiesBOYAmt02024
IRS990/TotalLiabilitiesEOYAmt02043
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IRS990/TotalLiabilitiesGrp/EOYAmt02043
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02266351
IRS990/TotalOtherCompensationAmt026292
IRS990/TotalProgramServiceExpensesAmt025000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-36987
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt084592
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0121579
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02462382
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02268394
IRS990/TotReportableCompRltdOrgAmt0341787
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02460358
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02266351
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0121 STEUART STREET
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094105
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLDEN LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO - JCF
ReturnHeader/BusinessOfficerGrp/PhoneNum04157770411
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALIJON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALIJ
ReturnHeader/Filer/EIN0161711050
ReturnHeader/Filer/PhoneNum04157770411
ReturnHeader/Filer/USAddress/AddressLine1Txt0121 STEUART STREET
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0366055558
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT THORNTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 CALIFORNIA STREET SUITE 2700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04159863900
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD A CORBETT
ReturnHeader/ReturnTs02017-02-15T17:09:45-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,268,394
Liabilities
$2,043
Net assets
$2,266,351
Revenue
$84,592
Expenses
$52,892
Net income
$31,700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.07$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.79$1.95$2.74
2016Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.08$0.05$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.09$0.03$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.03$0.04$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.00$2.61$0.02
2012Summary only. Only limited summary data is available for this year.$2.58$0.00$2.57$0.02$0.03$0.01
2011Summary only. Only limited summary data is available for this year.$2.57$0.01$2.57$0.08$0.07$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.00$2.35$0.08