Civic Intelligence

Winifred Johnson Clive Foundation

990PF • Fiscal year 2023 • EIN 25-6277031

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profile
1660 Bush Street 300San Francisco, CA 94109

(415) 561-6540

Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

42nd percentile

0.11x

Higher debt load relative to revenue than 42% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

20th percentile

-18%

Higher net margin than 20% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

52nd percentile

5.1%

Faster asset growth than 52% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-24%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$21,122,648

Up $1,021,976 (+5.1%) from 2022

Net Assets

Up

$20,995,148

Up $899,476 (+4.5%) from 2022

Liabilities

Up

$127,500

Up $122,500 (+2450%) from 2022

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin20th percentile

Revenue

Down

$1,171,424

Down $363,124 (-24%) from 2022

Expenses

Up

$1,379,115

Up $208,241 (+18%) from 2022

Net Income

Down

-$207,691

Down $571,365 (-157%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$30M$20M$10M$0Assets 2015: $18,424,097Liabilities 2015: $0Net Assets 2015: $18,424,0972015Assets 2016: $18,209,747Liabilities 2016: $0Net Assets 2016: $18,209,7472016Assets 2017: $19,435,305Liabilities 2017: $0Net Assets 2017: $19,435,3052017Assets 2018: $18,585,846Liabilities 2018: $0Net Assets 2018: $18,585,8462018Assets 2019: $20,462,500Liabilities 2019: $0Net Assets 2019: $20,462,5002019Assets 2020: $22,088,611Liabilities 2020: $60,000Net Assets 2020: $22,028,6112020Assets 2021: $23,599,072Liabilities 2021: $5,000Net Assets 2021: $23,594,0722021Assets 2022: $20,100,672Liabilities 2022: $5,000Net Assets 2022: $20,095,6722022Assets 2023: $21,122,648Liabilities 2023: $127,500Net Assets 2023: $20,995,1482023Assets 2024: $22,595,981Liabilities 2024: $50,000Net Assets 2024: $22,545,9812024

Highlighted filing

2023

Assets$21,122,648
Liabilities$127,500
Net Assets$20,995,148
Open 2023 Filing

Operations Trend

Revenue Growth17th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2015: $1,622,084Expenses 2015: $1,083,265Net Income 2015: $538,8192015Revenue 2016: $768,830Expenses 2016: $1,157,311Net Income 2016: -$388,4812016Revenue 2017: $1,197,515Expenses 2017: $890,253Net Income 2017: $307,2622017Revenue 2018: $776,823Expenses 2018: $1,014,051Net Income 2018: -$237,2282018Revenue 2019: $938,392Expenses 2019: $1,155,378Net Income 2019: -$216,9862019Revenue 2020: $1,150,756Expenses 2020: $1,187,345Net Income 2020: -$36,5892020Revenue 2021: $1,818,165Expenses 2021: $1,177,945Net Income 2021: $640,2202021Revenue 2022: $1,534,548Expenses 2022: $1,170,874Net Income 2022: $363,6742022Revenue 2023: $1,171,424Expenses 2023: $1,379,115Net Income 2023: -$207,6912023Revenue 2024: $1,908,542Expenses 2024: $1,069,372Net Income 2024: $839,1702024

Highlighted filing

2023

Revenue$1,171,424
Expenses$1,379,115
Net Income-$207,691
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lance Johnson for half '23Assoc. TrusteePT$0--
Lisa J LundaySec'Y/TrusteePT$0--
Winifred J SharpTrusteePT$0--
Stephanie P JohnsonTrusteePT$0--
Elizabeth StewartTrusteePT$0--
Roland PerkinsTrusteePT$0--
Jonathan C PerkinsTres/TrusteePT$0--
Steger JohnsonPres/TrusteePT$0--
Jennifer ThielhelmTrusteePT$0--
Justin Jordan for half '23Assoc. TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Winifred Johnson Clive Foundation
EIN
25-6277031
Phone
4155616540
Address
1660 Bush Street 300, San Francisco, CA 94109

Signing Officer

Name
Steger Johnson
Title
Pres/Trustee
Signed
2024-11-14
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Carol Duffield
Phone
4159830200
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3American Water Due 9/1/27
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Abbott Laboratories, 4,365 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Verizon Communications, 8,750 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Reliance Stl & Aluminum, 3,200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Fiserv Inc, 4,575 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Simpson Manufacturing Co, 5,300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Amgen Inc, 2,315 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Aptargroup Inc, 4,185 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Blair Strip Steel, 5 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Kimberly-Clark Corp 3,415 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Microsoft Corp, 2,615 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Thermo Fisher Scientific, 875 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Johnson & Johnson, 2,780 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Pepsico Inc, 4,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Trimble Navigation LTD, 6,350 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Accrued Dividend and Interest Income
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Visa Inc, 2,560 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Walt Disney Co, 3,450 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Arthur J Gallagher & Co, 2,980 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Charles Schwab Corp, 7,460 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Duke Energy Corp, 4,070 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Southern Co, 3,650 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Starbucks, 5,130 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Box Inc, 15,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Corning Inc, 8,950 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Abbvie Inc, 3,540 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Alphabet Inc, 5,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Amazon.com Inc, 3,360 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Cisco Systems Inc, 8,460 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Home Depot Inc 700sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29J M Smucker Co 2700sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Kinder Morgan Inc 15,560 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Shopify Inc 3985 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Uber Technologies Inc, 4575 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Workday Inc 1190 Sh
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1403165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Ishares MSCI, 5,930 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Crown Castle Inc, 3500 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0289443
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01156196
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt085919
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01379115
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01165992
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01171424
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0202796
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt085919
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0303215
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt072627
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt072627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03673067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0673897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0673897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04346964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sale of Publicly Traded Securites
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0673897
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-207691
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0124750
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01231917
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021119898
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt020095672
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt020995148
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0986013
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0986013
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0986013
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01001026
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015013
IRS990PF/DistributableAmountGrp/TotalTaxAmt015013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07895
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020408
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07895
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt022908
IRS990PF/FMVAssetsEOYAmt021122648
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0202459
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0238585
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0238585
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04410671
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05544177
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05544177
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012589958
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt013845551
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013845551
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0127500
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt020095672
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt020995148
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0162650
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt037900
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt037900
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0829601
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0692608
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0692608
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0162158
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt080984
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt080984
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt020100672
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt021122648
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021122648
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0127500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt020100672
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt021122648
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt020095672
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt020995148
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01743175
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0682843
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0682843
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020325408
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0420001
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019874407
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0304881
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt031000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01001026
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020020527
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020325408
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Pacific Foundation Services LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Cornerstone Capital Inc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0116085
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt185919
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Grant Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment Advice
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01660 Bush street Suite 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1200 Homer Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Palo Alto
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd1943012722
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
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/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lance Johnson for half '23
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Lisa J Lunday
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Winifred J Sharp
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Stephanie P Johnson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Elizabeth Stewart
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Roland Perkins
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Jonathan C Perkins
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Steger Johnson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Jennifer Thielhelm
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Justin Jordan for half '23
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Assoc. Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec'y/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Tres/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Pres/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9Assoc. Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01660 Bush St Ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11660 Bush St Ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21660 Bush St Ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31660 Bush St Ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41660 Bush St Ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51660 Bush St Ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt61660 Bush St Ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt71660 Bush St Ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt81660 Bush St Ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt91660 Bush St Ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9San Francisco
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/ZIPCd0941095308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1941095308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2941095308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3941095308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd4941095308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd5941095308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd6941095308

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,122,648
Liabilities
$127,500
Net assets
$20,995,148
Revenue
$1,171,424
Expenses
$1,379,115
Net income
-$207,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.6$0.05$22.5$1.91$1.07$0.84
2023Detailed filing. Detailed filing data is available for this year.$21.1$0.13$21.0$1.17$1.38$0.21
2022Detailed filing. Detailed filing data is available for this year.$20.1$0.01$20.1$1.53$1.17$0.36
2021Detailed filing. Detailed filing data is available for this year.$23.6$0.01$23.6$1.82$1.18$0.64
2020Detailed filing. Detailed filing data is available for this year.$22.1$0.06$22.0$1.15$1.19$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$0.00$20.5$0.94$1.16$0.22
2018Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$0.78$1.01$0.24
2017Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$1.20$0.89$0.31
2016Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$0.77$1.16$0.39
2015Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$1.62$1.08$0.54