Civic Intelligence

The Valhalla Charitable Foundation

990PF • Fiscal year 2021 • EIN 20-0478828

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

Organization Profile
175 Fox Hollow RoadWoodside, CA 94062

(650) 529-9207

Siviq Scores

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

Liabilities / Assets

40th percentile

0.15x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

81st percentile

2.53x

Higher debt load relative to revenue than 81% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Net Margin

2nd percentile

-105%

Higher net margin than 2% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $250M-$1B nonprofits • Source year 2021

Asset Growth

26th percentile

5.2%

Faster asset growth than 26% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-89%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$839,554,681

Up $41,494,786 (+5.2%) from 2020

Net Assets

Up

$711,530,205

Up $5,839,909 (+0.8%) from 2020

Liabilities

Up

$128,024,476

Up $35,654,877 (+39%) from 2020

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin2nd percentile

Revenue

Down

$50,541,806

Down $414,598,072 (-89%) from 2020

Expenses

Down

$103,655,046

Down $12,853,885 (-11%) from 2020

Net Income

Down

-$53,113,240

Down $401,744,187 (-115%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$1.0B$500M$0Assets 2011: $98,638,474Liabilities 2011: $02011Assets 2012: $98,205,478Liabilities 2012: $02012Assets 2013: $106,016,517Liabilities 2013: $02013Assets 2014: $99,602,194Liabilities 2014: $02014Assets 2015: $85,347,482Liabilities 2015: $02015Assets 2019: $338,737,521Liabilities 2019: $36,755,763Net Assets 2019: $301,981,7582019Assets 2020: $798,059,895Liabilities 2020: $92,369,599Net Assets 2020: $705,690,2962020Assets 2021: $839,554,681Liabilities 2021: $128,024,476Net Assets 2021: $711,530,2052021Assets 2022: $638,333,924Liabilities 2022: $132,178,107Net Assets 2022: $506,155,8172022Assets 2023: $602,326,886Liabilities 2023: $148,117,329Net Assets 2023: $454,209,5572023Assets 2024: $527,054,705Liabilities 2024: $134,751,949Net Assets 2024: $392,302,7562024

Highlighted filing

2021

Assets$839,554,681
Liabilities$128,024,476
Net Assets$711,530,205
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

$600M$400M$200M$0-$200MRevenue 2011: $63,829,846Expenses 2011: $10,928,819Net Income 2011: $52,901,0272011Revenue 2012: $21,443,698Expenses 2012: $3,615,761Net Income 2012: $17,827,9372012Revenue 2013: $13,269,556Expenses 2013: $4,823,721Net Income 2013: $8,445,8352013Revenue 2014: -$27,775Expenses 2014: $6,386,548Net Income 2014: -$6,414,3232014Revenue 2015: -$2,671,348Expenses 2015: $13,731,540Net Income 2015: -$16,402,8882015Revenue 2019: $252,416,941Expenses 2019: $56,813,154Net Income 2019: $195,603,7872019Revenue 2020: $465,139,878Expenses 2020: $116,508,931Net Income 2020: $348,630,9472020Revenue 2021: $50,541,806Expenses 2021: $103,655,046Net Income 2021: -$53,113,2402021Revenue 2022: $12,933,665Expenses 2022: $89,926,403Net Income 2022: -$76,992,7382022Revenue 2023: $16,134,902Expenses 2023: $133,120,208Net Income 2023: -$116,985,3062023Revenue 2024: $14,125,198Expenses 2024: $123,257,382Net Income 2024: -$109,132,1842024

Highlighted filing

2021

Revenue$50,541,806
Expenses$103,655,046
Net Income-$53,113,240
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
H SIGNE OSTBYPresident-$0--
SCOTT D COOKTreasurer-$0--
ALEX TERMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Valhalla Foundation
EIN
20-0478828
Phone
6505299207
Address
175 FOX HOLLOW ROAD, WOODSIDE, CA 94062

Signing Officer

Name
H Signe Ostby
Title
President
Phone
6505299207
Signed
2022-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
225 S LAKE AVE SUITE 900, PASADENA, CA 91101
Preparer
Lauren a Haverlock
Phone
3104770450
Raw XML AppendixShowing 400 of 1,334 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/AcquiredDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125287503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22387011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt335075866
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0155826947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15162310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23433487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt322014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt49325622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0155826947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15162310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23433487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt322014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt49325622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0155828026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt130449813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23433487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt322014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt411712633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt535075866
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES-JPM #5001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES-JPM #5005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN FROM K-1S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN FROM K-1S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4NEARPOD HOLDINGS, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5REALIZED GAIN PER BOOKS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0173770380
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-53113240
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt058953149
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0711530205
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0705690296
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0711530205
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt037129494
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt037129494
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt037129494
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt039740043
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02610549
IRS990PF/DistributableAmountGrp/TotalTaxAmt02610549
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt076506
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02577055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0110000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02610549
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt076506
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02610549
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02610549
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02687055
IRS990PF/FMVAssetsEOYAmt0839554681
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0681909
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0762757
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt010185
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt06727
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt010185
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt010185
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0189078072
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0241303410
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0241303410
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0516873706
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0516782061
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0516782061
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt090058773
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0127202109
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt013422
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0705690296
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0711530205
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt027255810
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt042513887
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt042513887
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01615495
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt059610
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0516329
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0506475
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0516329
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0516329
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt064339105
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt038428809
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt038428809
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0798059895
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0839554681
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0839554681
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt092369599
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0128024476
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0798059895
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0839554681
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0705690296
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0711530205
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0806904423
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt052928212
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0711476131
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012103566
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt042500080
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt039740043
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0794800857
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0806904423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0THE BRIDGESPAN GROUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt160 DECIBELS INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2CAMBIAR EDUCATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt01852500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt155000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt250000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0PHILANTHROPY MANAGEMENT CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1SURVEY DATA COLLECTION AND ANALYSIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2DIVERSITY, EQUITY, AND INCLUSION CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt088 KEARNY ST SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1228 PARK AVE S PMB 54413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt24658 CARMEL MOUNTAIN RD SUITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine2Txt0308-97
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2SAN DIEGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd110003
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd292130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0H SIGNE OSTBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SCOTT D COOK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALEX TERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0175 FOX HOLLOW ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1175 FOX HOLLOW ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2175 FOX HOLLOW ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WOODSIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WOODSIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WOODSIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt062131850
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt062131850

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$839,554,681
Liabilities
$128,024,476
Net assets
$711,530,205
Revenue
$50,541,806
Expenses
$103,655,046
Net income
-$53,113,240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$527$135$392$14.1$123$109
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$602$148$454$16.1$133$117
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$638$132$506$12.9$89.9$77.0
2021Detailed filing. Detailed filing data is available for this year.$840$128$712$50.5$104$53.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$798$92.4$706$465$117$349
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$339$36.8$302$252$56.8$196
2015Summary only. Only limited summary data is available for this year.$85.3$0.00$2.67$13.7$16.4
2014Summary only. Only limited summary data is available for this year.$99.6$0.00$0.03$6.39$6.41
2013Summary only. Only limited summary data is available for this year.$106$0.00$13.3$4.82$8.45
2012Summary only. Only limited summary data is available for this year.$98.2$0.00$21.4$3.62$17.8
2011Summary only. Only limited summary data is available for this year.$98.6$0.00$63.8$10.9$52.9