Civic Intelligence

Albatross Foundation

990PF • Fiscal year 2021 • EIN 20-8064368

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 21, 2022

Organization Profile
2865 Albatross StreetSan Diego, CA 92103

(858) 523-3500

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

87th percentile

60%

Higher net margin than 87% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

51st percentile

9.4%

Faster asset growth than 51% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

148%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$28,955,168

Up $2,478,609 (+9.4%) from 2020

Net Assets

Up

$28,925,630

Up $2,453,994 (+9.3%) from 2020

Liabilities

Up

$29,538

Up $24,615 (+500%) from 2020

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin87th percentile

Revenue

Up

$4,000,258

Up $2,386,593 (+148%) from 2020

Expenses

Up

$1,588,449

Up $255,302 (+19%) from 2020

Net Income

Up

$2,411,809

Up $2,131,291 (+760%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$30M$20M$10M$0Assets 2011: $20,248,205Liabilities 2011: $17,3992011Assets 2012: $23,694,544Liabilities 2012: $02012Assets 2013: $24,818,558Liabilities 2013: $15,825Net Assets 2013: $24,802,7332013Assets 2014: $23,800,507Liabilities 2014: $0Net Assets 2014: $23,800,5072014Assets 2015: $21,213,057Liabilities 2015: $0Net Assets 2015: $21,213,0572015Assets 2016: $23,729,959Liabilities 2016: $0Net Assets 2016: $23,729,9592016Assets 2017: $25,061,648Liabilities 2017: $0Net Assets 2017: $25,061,6482017Assets 2018: $23,658,422Liabilities 2018: $35,462Net Assets 2018: $23,622,9602018Assets 2019: $26,065,121Liabilities 2019: $0Net Assets 2019: $26,065,1212019Assets 2020: $26,476,559Liabilities 2020: $4,923Net Assets 2020: $26,471,6362020Assets 2021: $28,955,168Liabilities 2021: $29,538Net Assets 2021: $28,925,6302021Assets 2022: $24,517,583Liabilities 2022: $0Net Assets 2022: $24,517,5832022Assets 2023: $26,795,089Liabilities 2023: $0Net Assets 2023: $26,795,0892023Assets 2024: $28,266,190Liabilities 2024: $28,791Net Assets 2024: $28,237,3992024

Highlighted filing

2021

Assets$28,955,168
Liabilities$29,538
Net Assets$28,925,630
Open 2021 Filing

Operations Trend

Revenue Growth89th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,161,539Expenses 2011: $1,103,970Net Income 2011: $2,057,5692011Revenue 2012: $2,241,827Expenses 2012: $1,202,387Net Income 2012: $1,039,4402012Revenue 2013: $1,887,242Expenses 2013: $1,313,948Net Income 2013: $573,2942013Revenue 2014: $1,145,261Expenses 2014: $1,316,264Net Income 2014: -$171,0032014Revenue 2015: $1,013,993Expenses 2015: $1,238,653Net Income 2015: -$224,6602015Revenue 2016: $1,228,202Expenses 2016: $1,259,846Net Income 2016: -$31,6442016Revenue 2017: $1,040,571Expenses 2017: $1,323,564Net Income 2017: -$282,9932017Revenue 2018: $2,361,208Expenses 2018: $1,329,627Net Income 2018: $1,031,5812018Revenue 2019: $1,757,723Expenses 2019: $1,423,468Net Income 2019: $334,2552019Revenue 2020: $1,613,665Expenses 2020: $1,333,147Net Income 2020: $280,5182020Revenue 2021: $4,000,258Expenses 2021: $1,588,449Net Income 2021: $2,411,8092021Revenue 2022: $1,279,812Expenses 2022: $1,381,206Net Income 2022: -$101,3942022Revenue 2023: $1,501,068Expenses 2023: $1,374,568Net Income 2023: $126,5002023Revenue 2024: $4,359,609Expenses 2024: $1,540,630Net Income 2024: $2,818,9792024

Highlighted filing

2021

Revenue$4,000,258
Expenses$1,588,449
Net Income$2,411,809
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 21, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brent V WoodsPresident-$0--
Laurie C MitchellSecretary/Treas-$0--
Marilyn J WoodsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Albatross Foundation
EIN
20-8064368
Phone
8585233500
Address
2865 Albatross Street, San Diego, CA 92103

Signing Officer

Name
Brent V Woods
Title
CEO
Signed
2022-07-21
Discuss with paid preparer
Yes

Preparer

Firm
Massey Wehr & Company LLP
Address
7814 Ivanhoe Avenue, La Jolla, CA 92037
Preparer
Gregory A Wehr
Phone
8584548433
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8257103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-47166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1023939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1193163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt094123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1838417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2119279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt363630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4141599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51650000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6450936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7508580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8276274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9324399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1270440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1393163
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/PropertyDesc02,500 Royal Dutch Schell
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc115,000 Viacomcbs, Inc.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21,500 Citigroup, Inc.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31,000 Dow, Inc.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc410,000 General Electric Co.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc550,000 Jardine Strat Hldg
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc67,500 Johnson Controls Inter
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc714,000 Kraft Heinz Co.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81,000 Microsoft Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc927,491 Spok Holdings Inc.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10500,000 US Treasury Note 1.125%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11350,000 US Treasury Note 2.5%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121,500 Wells Fargo & Co.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13Capital Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122021-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132021-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02836834
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0624029
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02411809
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt042185
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt028925630
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt026471636
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt028925630
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01383018
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01383018
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01383018
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01432571
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt049553
IRS990PF/DistributableAmountGrp/TotalTaxAmt049553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt029931
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0531
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt060000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt049553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt029931
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt049553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt049553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt080015
IRS990PF/FMVAssetsEOYAmt028955168
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt023076721
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt026374383
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt026374383
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt04923
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt029538
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt026471636
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt028925630
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02545955
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02580785
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02580785
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt026476559
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt028955168
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt028955168
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04923
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt029538
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt026476559
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt028955168
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt026471636
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt028925630
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0853883
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt029087742
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04082459
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt025005283
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0436316
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01432571
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt028651426
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt029087742
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Brent V Woods
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Laurie C Mitchell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Marilyn J Woods
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary/Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02865 Albatross Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12865 Albatross Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22865 Albatross Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Diego
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Diego
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2San Diego
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0921036101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1921036101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2921036101
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01495000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01495000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07814 Ivanhoe Avenue
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0La Jolla
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092037
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Greg Wehr
IRS990PF/StatementsRegardingActyGrp/PhoneNum08585510169
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Brent V Woods
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Laurie C Mitchell

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$28,955,168
Liabilities
$29,538
Net assets
$28,925,630
Revenue
$4,000,258
Expenses
$1,588,449
Net income
$2,411,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.3$0.03$28.2$4.36$1.54$2.82
2023Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$1.50$1.37$0.13
2022Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$1.28$1.38$0.10
2021Detailed filing. Detailed filing data is available for this year.$29.0$0.03$28.9$4.00$1.59$2.41
2020Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$1.61$1.33$0.28
2019Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$1.76$1.42$0.33
2018Detailed filing. Detailed filing data is available for this year.$23.7$0.04$23.6$2.36$1.33$1.03
2017Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$1.04$1.32$0.28
2016Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$1.23$1.26$0.03
2015Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$1.01$1.24$0.22
2014Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$1.15$1.32$0.17
2013Detailed filing. Detailed filing data is available for this year.$24.8$0.02$24.8$1.89$1.31$0.57
2012Summary only. Only limited summary data is available for this year.$23.7$0.00$2.24$1.20$1.04
2011Summary only. Only limited summary data is available for this year.$20.2$0.02$3.16$1.10$2.06