Civic Intelligence

Mario Pedrozzi Scholarship Foundation

990PF • Fiscal year 2017 • EIN 20-1025764

Oct 01, 2016 to Sep 30, 2017 • Filed on Apr 12, 2018

Organization Profile

View Organization Page

1141 Catalina DriveLivermore, CA 94550

(925) 456-3700

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

19th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

48th percentile

$96,751

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

66th percentile

8.5%

Faster asset growth than 66% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

51%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$9,214,751

Up $722,749 (+8.5%) from 2016

Net Assets

Up

$9,213,501

Up $721,499 (+8.5%) from 2016

Liabilities

Up

$1,250

Up $1,250 from 2016

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin69th percentile

Revenue

Up

$700,652

Up $236,565 (+51%) from 2016

Expenses

Up

$604,501

Up $39,889 (+7.1%) from 2016

Net Income

Up

$96,151

Up $196,676 (+196%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$10M$5.0M$0Assets 2011: $8,199,727Liabilities 2011: $02011Assets 2012: $7,890,631Liabilities 2012: $02012Assets 2013: $8,578,083Liabilities 2013: $7,3152013Assets 2014: $8,738,461Liabilities 2014: $3302014Assets 2015: $8,107,074Liabilities 2015: $0Net Assets 2015: $8,107,0742015Assets 2016: $8,492,002Liabilities 2016: $0Net Assets 2016: $8,492,0022016Assets 2017: $9,214,751Liabilities 2017: $1,250Net Assets 2017: $9,213,5012017Assets 2018: $9,213,833Liabilities 2018: $649Net Assets 2018: $9,213,1842018Assets 2019: $8,512,113Liabilities 2019: $68Net Assets 2019: $8,512,0452019Assets 2020: $7,815,564Liabilities 2020: $402Net Assets 2020: $7,815,1622020Assets 2021: $9,801,554Liabilities 2021: $733Net Assets 2021: $9,800,8212021Assets 2022: $7,546,157Liabilities 2022: $282Net Assets 2022: $7,545,8752022Assets 2023: $8,114,499Liabilities 2023: $365Net Assets 2023: $8,114,1342023Assets 2024: $9,481,503Liabilities 2024: $289Net Assets 2024: $9,481,2142024

Highlighted filing

2017

Assets$9,214,751
Liabilities$1,250
Net Assets$9,213,501
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $220,764Expenses 2011: $447,759Net Income 2011: -$226,9952011Revenue 2012: $168,733Expenses 2012: $477,829Net Income 2012: -$309,0962012Revenue 2013: $285,395Expenses 2013: $507,635Net Income 2013: -$222,2402013Revenue 2014: $404,306Expenses 2014: $630,802Net Income 2014: -$226,4962014Revenue 2015: $460,665Expenses 2015: $516,800Net Income 2015: -$56,1352015Revenue 2016: $464,087Expenses 2016: $564,612Net Income 2016: -$100,5252016Revenue 2017: $700,652Expenses 2017: $604,501Net Income 2017: $96,1512017Revenue 2018: $580,305Expenses 2018: $721,125Net Income 2018: -$140,8202018Revenue 2019: $643,516Expenses 2019: $680,957Net Income 2019: -$37,4412019Revenue 2020: $544,048Expenses 2020: $648,407Net Income 2020: -$104,3592020Revenue 2021: $1,562,165Expenses 2021: $722,956Net Income 2021: $839,2092021Revenue 2022: $1,489,952Expenses 2022: $755,090Net Income 2022: $734,8622022Revenue 2023: $969,248Expenses 2023: $780,175Net Income 2023: $189,0732023Revenue 2024: $567,145Expenses 2024: $834,256Net Income 2024: -$267,1112024

Highlighted filing

2017

Revenue$700,652
Expenses$604,501
Net Income$96,151
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Apr 12, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn SiegfriedExecutive DirectorFT$96,751-$96,751
Lisa Lagorio CFPDirector/Sect'Y-$0--
Fr Bob MendoncaDirector-$0--
John Houghton JrDirector/Treas.-$0--
Gina Bonanno Ph DDirector-$0--
Sean Batchelor CPADirector-$0--
Patrick McMenaminDirector-$0--
Bryan Balazs Ph DDirector-$0--
Kathy CoyleDirector/Pres.PT$0--
Tom Felter Ph DDirector-$0--
Nancy Stoyer Ph DDirector-$0--
Richard GumbsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mario Pedrozzi Scholarship Foundation
EIN
20-1025764
Phone
9254563700
Address
1141 Catalina Drive, Livermore, CA 94550

Signing Officer

Name
Carolyn Siegfried
Title
Executive Director
Signed
2018-04-12
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
Raw XML AppendixShowing 400 of 1,586 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/PropertyDesc1Sales of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0324638
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt096151
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0625348
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09213501
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08492002
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09213501
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0437013
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0437013
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0437013
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0441525
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04512
IRS990PF/DistributableAmountGrp/TotalTaxAmt04512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03554
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03554
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08066
IRS990PF/FMVAssetsEOYAmt09214751
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01250
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt040686
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt073460
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt073460
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt06877
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt07227
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01029
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0350
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0350
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt08450287
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09140941
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt09140941
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt0569833
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt0574702
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08492002
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09214751
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09214751
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01250
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08492002
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09214751
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08492002
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09213501
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt07922169
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt08638799
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08964968
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0146116
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08818852
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0134475
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0441525
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08830493
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08964968
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt840.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt93.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt103.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt113.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt896751
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lisa Lagorio CFP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Fr Bob Mendonca
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2John Houghton Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Gina Bonanno Ph D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Sean Batchelor CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Patrick McMenamin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Bryan Balazs Ph D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Kathy Coyle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Carolyn Siegfried
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Tom Felter Ph D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10Nancy Stoyer Ph D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11Richard Gumbs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director/Sect'y
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director/Treas.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Director/Pres.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Executive Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01141 Catalina Drive Ste 170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11141 Catalina Drive Ste 170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21141 Catalina Drive Ste 170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31141 Catalina Drive Ste 170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41141 Catalina Drive Ste 170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51141 Catalina Drive Ste 170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt61141 Catalina Drive Ste 170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt71141 Catalina Drive Ste 170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt81141 Catalina Drive Ste 170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt91141 Catalina Drive Ste 170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt101141 Catalina Drive Ste 170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt111141 Catalina Drive Ste 170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Livermore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Livermore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Livermore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Livermore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Livermore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Livermore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Livermore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7Livermore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8Livermore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9Livermore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm10Livermore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm11Livermore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd10CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd11CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd694550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd794550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd894550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd994550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1094550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1194550
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0529326
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0533838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0517901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0478285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0593590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0459015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0446698
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.059943
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.06288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05494

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,214,751
Liabilities
$1,250
Net assets
$9,213,501
Revenue
$700,652
Expenses
$604,501
Net income
$96,151
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.48$0.00$9.48$0.57$0.83$0.27
2023Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.97$0.78$0.19
2022Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$1.49$0.76$0.73
2021Detailed filing. Detailed filing data is available for this year.$9.80$0.00$9.80$1.56$0.72$0.84
2020Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.54$0.65$0.10
2019Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$0.64$0.68$0.04
2018Detailed filing. Detailed filing data is available for this year.$9.21$0.00$9.21$0.58$0.72$0.14
2017Detailed filing. Detailed filing data is available for this year.$9.21$0.00$9.21$0.70$0.60$0.10
2016Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$0.46$0.56$0.10
2015Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.46$0.52$0.06
2014Summary only. Only limited summary data is available for this year.$8.74$0.00$0.40$0.63$0.23
2013Summary only. Only limited summary data is available for this year.$8.58$0.01$0.29$0.51$0.22
2012Summary only. Only limited summary data is available for this year.$7.89$0.00$0.17$0.48$0.31
2011Summary only. Only limited summary data is available for this year.$8.20$0.00$0.22$0.45$0.23