Civic Intelligence

Ueland Foundation

990PF • Fiscal year 2017 • EIN 20-3834658

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

Organization Profile
C/O Mma 1999 Harrison St No 1500Oakland, CA 94612

(510) 893-1120

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

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

Liabilities / Revenue

17th percentile

0.00x

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

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

Net Margin

8th percentile

-48%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

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

Asset Growth

26th percentile

-1.9%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

9th percentile

-30%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$8,578,216

Down $170,528 (-1.9%) from 2016

Net Assets

Down

$8,578,216

Down $170,528 (-1.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin8th percentile

Revenue

Down

$386,886

Down $162,476 (-30%) from 2016

Expenses

Down

$571,182

Down $73,233 (-11%) from 2016

Net Income

Down

-$184,296

Down $89,243 (-94%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$15M$10M$5.0M$0Assets 2010: $9,237,628Liabilities 2010: $0Net Assets 2010: $9,237,6282010Assets 2011: $9,087,213Liabilities 2011: $02011Assets 2012: $9,436,751Liabilities 2012: $02012Assets 2013: $8,821,689Liabilities 2013: $02013Assets 2014: $8,835,637Liabilities 2014: $0Net Assets 2014: $8,835,6372014Assets 2015: $8,821,953Liabilities 2015: $0Net Assets 2015: $8,821,9532015Assets 2016: $8,748,744Liabilities 2016: $0Net Assets 2016: $8,748,7442016Assets 2017: $8,578,216Liabilities 2017: $0Net Assets 2017: $8,578,2162017Assets 2018: $8,321,638Liabilities 2018: $0Net Assets 2018: $8,321,6382018Assets 2019: $9,411,581Liabilities 2019: $0Net Assets 2019: $9,411,5812019Assets 2020: $9,861,916Liabilities 2020: $0Net Assets 2020: $9,861,9162020Assets 2021: $11,272,420Liabilities 2021: $0Net Assets 2021: $11,272,4202021Assets 2022: $10,732,897Liabilities 2022: $0Net Assets 2022: $10,732,8972022Assets 2023: $11,396,039Liabilities 2023: $0Net Assets 2023: $11,396,0392023Assets 2024: $12,682,270Liabilities 2024: $0Net Assets 2024: $12,682,2702024

Highlighted filing

2017

Assets$8,578,216
Liabilities$0
Net Assets$8,578,216
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $678,3112010Revenue 2011: $434,765Expenses 2011: $585,180Net Income 2011: -$150,4152011Revenue 2012: $753,508Expenses 2012: $403,970Net Income 2012: $349,5382012Revenue 2013: $484,744Expenses 2013: $1,099,806Net Income 2013: -$615,0622013Revenue 2014: $394,525Expenses 2014: $380,577Net Income 2014: $13,9482014Revenue 2015: $615,563Expenses 2015: $629,247Net Income 2015: -$13,6842015Revenue 2016: $549,362Expenses 2016: $644,415Net Income 2016: -$95,0532016Revenue 2017: $386,886Expenses 2017: $571,182Net Income 2017: -$184,2962017Revenue 2018: $474,906Expenses 2018: $695,872Net Income 2018: -$220,9662018Revenue 2019: $253,856Expenses 2019: $546,823Net Income 2019: -$292,9672019Revenue 2020: $1,117,001Expenses 2020: $515,972Net Income 2020: $601,0292020Revenue 2021: $1,018,773Expenses 2021: $470,309Net Income 2021: $548,4642021Revenue 2022: $267,275Expenses 2022: $566,508Net Income 2022: -$299,2332022Revenue 2023: $1,244,291Expenses 2023: $333,979Net Income 2023: $910,3122023Revenue 2024: $655,335Expenses 2024: $597,478Net Income 2024: $57,8572024

Highlighted filing

2017

Revenue$386,886
Expenses$571,182
Net Income-$184,296
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRAIG UELANDPresident-$0--
NICOLE UELANDVice-President-$0--
Filing and Contact Details

Filer

Filer Name
Ueland Foundation
EIN
20-3834658
Phone
5108931120
Address
C/O MMA 1999 HARRISON ST NO 1500, OAKLAND, CA 94612

Signing Officer

Name
Craig Ueland
Title
President
Phone
5108931120
Signed
2018-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Mowat Mackie & Anderson Llp
Address
1999 HARRISON STREET SUITE 1500, OAKLAND, CA 94612-3577
Preparer
Karen E Wilson
Phone
5108931120
Raw XML AppendixShowing 400 of 775 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/PropertyDesc65,675.619 SH VANGUARD ULTRA SHORT TERM ADMIRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc78,258.258 SH VANGUARD ULTRA SHORT TERM ADMIRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc84,509.018 SH VANGUARD ULTRA SHORT TERM ADMIRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc950.1 SH VANGUARD ULTRA SHORT TERM ADMIRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc103,333.080 SH VANGUARD ULTRA SHORT TERM ADMIRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc112,582.639 SH VANGUARD ULTRA SHORT TERM ADMIRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-210
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-184296
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt013768
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08578216
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08748744
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08578216
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0480758
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0480758
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0480758
IRS990PF/DistributableAmountGrp/IncomeTaxAmt034950
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0517594
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01886
IRS990PF/DistributableAmountGrp/TotalTaxAmt036836
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06190
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01886
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06190
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01886
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01886
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08076
IRS990PF/FMVAssetsEOYAmt010864604
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02980678
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02782074
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02772304
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02961230
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02961230
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04116312
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0167500
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0167500
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02677455
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02491240
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03632316
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08748744
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08578216
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0129381
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0176172
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0176172
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08748744
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08578216
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010864604
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08748744
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08578216
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08748744
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08578216
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010509519
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0176943
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06556026
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0157643
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03776550
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0517594
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010351876
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010509519
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CRAIG UELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NICOLE UELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01999 HARRISON STREET SUITE 1500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11999 HARRISON STREET SUITE 1500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OAKLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OAKLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094612
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194612
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0513360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0515246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0519414
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0553939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0313926
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0793176
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0373535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049591
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.028906
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.074877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.037536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt010351876
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09758389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt010371320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt010860310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt010593100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt09951503
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0541823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.247957
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0539937
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0374323
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01886
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt0167500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0541823
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd01
IRS990PF/StatementsRegardingActyGrp/ForeignCountryCd0AS
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MOWAT MACKIE ANDERSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01999 HARRISON ST SUITE 1500
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OAKLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094612
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05108931120
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0FORTERRA STRONG COMMUNITIES FUND I, LP - A SOCIAL INVESTMENT CAPITAL FUND THAT BUYS AND DEPLOYS TARGETED COMMUNITY REAL ESTATE TO GROW NEIGHBORHOODS INTO WELCOMING AND AFFORDABLE PLACES FOR ALL AND TO KEEP ECOSYSTEMS VITAL.
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt0167500
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt0167500
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CRAIG UELAND
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1NICOLE UELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt270844
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt527
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt816574
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt918936
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135920
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1625000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt172000

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,578,216
Liabilities
$0
Net assets
$8,578,216
Revenue
$386,886
Expenses
$571,182
Net income
-$184,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.66$0.60$0.06
2023Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$1.24$0.33$0.91
2022Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.27$0.57$0.30
2021Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$1.02$0.47$0.55
2020Detailed filing. Detailed filing data is available for this year.$9.86$0.00$9.86$1.12$0.52$0.60
2019Detailed filing. Detailed filing data is available for this year.$9.41$0.00$9.41$0.25$0.55$0.29
2018Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$0.47$0.70$0.22
2017Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$0.39$0.57$0.18
2016Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$0.55$0.64$0.10
2015Detailed filing. Detailed filing data is available for this year.$8.82$0.00$8.82$0.62$0.63$0.01
2014Detailed filing. Detailed filing data is available for this year.$8.84$0.00$8.84$0.39$0.38$0.01
2013Summary only. Only limited summary data is available for this year.$8.82$0.00$0.48$1.10$0.62
2012Summary only. Only limited summary data is available for this year.$9.44$0.00$0.75$0.40$0.35
2011Summary only. Only limited summary data is available for this year.$9.09$0.00$0.43$0.59$0.15
2010Detailed filing. Detailed filing data is available for this year.$9.24$0.00$9.24$0.68