Civic Intelligence

The Heising-Simons Foundation

990PF • Fiscal year 2016 • EIN 26-0799587

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

Organization Profile

View Organization Page

400 Main Street No 200Los Altos, CA 94022

(650) 887-0277

Siviq Scores

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

Liabilities / Assets

20th percentile

0.08x

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

2016 filings • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.24x

Higher debt load relative to revenue than 25% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Net Margin

95th percentile

56%

Higher net margin than 95% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

46th percentile

$569,845

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2016 filings • $250M-$1B nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$448,598,569

Up $273,773,547 (+157%) from 2011

Net Assets

Up

$414,106,255

Up $247,878,402 (+149%) from 2011

Liabilities

Up

$34,492,314

Up $25,895,145 (+301%) from 2011

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin95th percentile

Revenue

$142,086,461

No earlier filing loaded for comparison.

Expenses

Up

$63,031,345

Up $51,303,093 (+437%) from 2011

Net Income

$79,055,116

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0B$500M$0Assets 2011: $174,825,022Liabilities 2011: $8,597,169Net Assets 2011: $166,227,8532011Assets 2016: $448,598,569Liabilities 2016: $34,492,314Net Assets 2016: $414,106,2552016Assets 2017: $505,089,441Liabilities 2017: $46,819,636Net Assets 2017: $458,269,8052017Assets 2018: $554,158,328Liabilities 2018: $55,504,092Net Assets 2018: $498,654,2362018Assets 2019: $592,364,420Liabilities 2019: $63,040,848Net Assets 2019: $529,323,5722019Assets 2020: $752,996,597Liabilities 2020: $59,571,255Net Assets 2020: $693,425,3422020Assets 2021: $866,467,309Liabilities 2021: $56,845,557Net Assets 2021: $809,621,7522021Assets 2022: $847,180,696Liabilities 2022: $68,705,368Net Assets 2022: $778,475,3282022Assets 2023: $872,096,521Liabilities 2023: $76,395,844Net Assets 2023: $795,700,6772023Assets 2024: $810,497,642Liabilities 2024: $89,497,442Net Assets 2024: $721,000,2002024

Highlighted filing

2016

Assets$448,598,569
Liabilities$34,492,314
Net Assets$414,106,255
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600M$400M$200M$0-$200MExpenses 2011: $11,728,2522011Revenue 2016: $142,086,461Expenses 2016: $63,031,345Net Income 2016: $79,055,1162016Revenue 2017: $76,419,629Expenses 2017: $86,139,036Net Income 2017: -$9,719,4072017Revenue 2018: $179,936,817Expenses 2018: $113,906,218Net Income 2018: $66,030,5992018Revenue 2019: $130,276,952Expenses 2019: $128,898,894Net Income 2019: $1,378,0582019Revenue 2020: $190,726,455Expenses 2020: $148,900,208Net Income 2020: $41,826,2472020Revenue 2021: $244,878,185Expenses 2021: $164,151,700Net Income 2021: $80,726,4852021Revenue 2022: $430,056,379Expenses 2022: $177,047,808Net Income 2022: $253,008,5712022Revenue 2023: $152,079,826Expenses 2023: $189,529,079Net Income 2023: -$37,449,2532023Revenue 2024: $60,044,121Expenses 2024: $193,060,215Net Income 2024: -$133,016,0942024

Highlighted filing

2016

Revenue$142,086,461
Expenses$63,031,345
Net Income$79,055,116
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEANNA GOMBYPresident And CEOFT$482,115$87,730$569,845
JEFFREY P MALLOYCOO And TreasurerFT$337,794$84,696$422,490
BRIAN EULEDirector Of Communications & SecretaryFT$215,958$45,013$260,971
ELIZABETH D SIMONSChair Of The BoardPT$0--
MARK W HEISINGVice Chair Of The Board-$0--
CAITLIN HEISINGMember Of The Board-$0--
Filing and Contact Details

Filer

Filer Name
The Heising-simons Foundation
EIN
26-0799587
Phone
6508870277
Address
400 MAIN STREET NO 200, LOS ALTOS, CA 94022

Signing Officer

Name
Jeffrey P Malloy
Title
Treasurer
Phone
6508870277
Signed
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Hood & Strong Llp
Address
275 BATTERY ST STE 900, SAN FRANCISCO, CA 94111
Preparer
Maga E Kisriev
Phone
4157810793
Raw XML AppendixShowing 400 of 3,112 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt056722
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DistributionFromCorpusElection/ElectionDesc0PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt8NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0CLIMATE POLICY INITIATIVE INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1CLIMATE POLICY INITIATIVE INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2JAMES BELL ASSOCIATES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt3JAMES BELL ASSOCIATES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt4JOHNSON GROUP CONSULTING INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt5MATHEMATICA POLICY RESEARCH INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt6MATHEMATICA POLICY RESEARCH INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt7NATIONAL JOURNAL GROUP INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt8THE TEACHING DOCTORS
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt82016-06-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0TO DEVELOP THE FINANCIAL TOOLS AND STAKEHOLDER ENGAGEMENT PROCESSES NEEDED TO DEVELOP AN AGGRESSIVE BUT REALISTIC LOW-CARBON TRANSITION PATHWAY FOR INVESTOR-OWNED UTILITIES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1TO EXECUTE ON THE CAPITAL RECYCLING STRATEGY IN COLORADO AND TO LAY THE GROUNDWORK FOR EXPANSION OF FINANCING TOOLS TO OTHER UTILITIES AND MARKET STRUCTURES ACROSS US.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2THE FAMILY ENGAGEMENT IMPACT PROJECT (FEIP) IS A COMMUNITY-BASED SYSTEMS CHANGE INITIATIVE THAT OFFERS NEW WAYS TO BUILD CAPACITY TO EFFECTIVELY REACH OUT TO AND SUPPORT PARENTS, ESPECIALLY LOW-INCOME AND IMMIGRANT PARENTS, IN LEARNING HOW TO BE INVOLVED IN THEIR CHILDREN'S EARLY DEVELOPMENT AND EDUCATION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3THE HOME VISITING SHARE PROJECT WILL COLLECT, SYNTHESIZE, AND DISSEMINATE AUTHORITATIVE INFORMATION ON HOME VISITING TO IMPROVE PRACTICE AND POLICY AT THE NATIONAL, STATE, AND LOCAL LEVELS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4TO PROVIDE A FORUM FOR PEER-TO-PEER LEARNING AMONG STATES REGARDING WAYS TO USE MEDICAID TO FINANCE HOME VISITING SERVICES FOR MOTHERS AND YOUNG CHILDREN.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5THE FAMILY ENGAGEMENT IMPACT PROJECT (FEIP) IS A COMMUNITY-BASED SYSTEMS CHANGE INITIATIVE THAT OFFERS NEW WAYS TO BUILD CAPACITY TO EFFECTIVELY REACH OUT TO AND SUPPORT PARENTS, ESPECIALLY LOW-INCOME AND IMMIGRANT PARENTS, IN LEARNING HOW TO BE INVOLVED IN THEIR CHILDREN'S EARLY DEVELOPMENT AND EDUCATION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6TO DOCUMENT WHAT IT TAKES TO INTEGRATE MATH EDUCATION AND LEARNING INTO EXISTING FAMILY ENGAGEMENT PROGRAMS, AND TO ENGAGE PARENTS TO PARTICIPATE IN THEIR CHILDREN'S EARLY MATH LEARNING.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7NATIONAL JOURNAL HAD DEVELOPED THE NEXT AMERICA TO ANALYZE HOW PUBLIC POLICY IS RESPONDING TO AMERICA'S CONVERGENCE TOWARDS A MORE RACIALLY AND CULTURALLY DIVERSE SOCIETY. THROUGH POLLS, FEATURES, LIVE EVENTS, AND A DEDICATED LANDING PAGE ON NATIONALJOURNAL.COM, THE NEXT AMERICA SOUGHT TO EXPLORE THE SOCIAL, POLITICAL AND ECONOMIC CONSIDERATIONS POSED BY THE EMERGENCE OF THIS NEW GENERATION OF AMERICANS - AND DISTILL THE LESSONS AND POLICIES THAT WILL HELP THEM FLOURISH.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8TO IMPROVE 600 SAN MATEO COUNTY LOW-INCOME PRESCHOOLERS' MATHEMATICS OUTCOMES THROUGH IMPLEMENTING AN EXPERIMENTALLY PROVE IPAD EARLY MATHEMATICS CURRICULUM AND TEXTING TEACHERS WEEKLY DIFFERENTIATED HANDS ON MATH LESSONS TO THEIR MOBILE PHONES.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1ALL EXPENDITURES WERE MADE FOR PROPER PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2ALL EXPENDITURES WERE MADE FOR PROPER PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3ALL EXPENDITURES WERE MADE FOR PROPER PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt4ALL EXPENDITURES WERE MADE FOR PROPER PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt5ALL EXPENDITURES WERE MADE FOR PROPER PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt6ALL EXPENDITURES WERE MADE FOR PROPER PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt7ALL EXPENDITURES WERE MADE FOR PROPER PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt8ALL EXPENDITURES WERE MADE FOR PROPER PURPOSES.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MEDLEY HS F LLC
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0525754
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt01400508
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt01424097
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt020947
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt020947
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01271723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt059567004
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0541496
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt063031345
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0107909146
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0142086461
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07622112
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0541496
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09547943
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0392974
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0390946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02008-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt012138676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt189721897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt224924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt337386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0105578663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-51871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2456427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-24924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-37386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0105578663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-51871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2456427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-24924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-37386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0117717339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt189670026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2456427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MEDALLION CAPITAL INVESTMENTS, LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MADRIGAL FOUNDATION FUND, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MADRIGAL FOUNDATION FUND, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MADRIGAL FOUNDATION FUND, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0105920909
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt079055116
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02690012
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0416796267
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0337741151
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0414106255
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt022913262
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt021846924
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt022913262
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt022920601
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt01066338
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01073677
IRS990PF/DistributableAmountGrp/TotalTaxAmt01073677
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0399000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0318086
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0992808
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01073677
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0318086
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01073677
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01073677
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01391808
IRS990PF/FMVAssetsEOYAmt0448598569
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0504644
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01089650
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02313511
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02808001
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02808001
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt032289958
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt032289958
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt029316318
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt030906664
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0808736
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt04432211
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt03925542
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt03623475
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt03623475
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt027494418
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt079071621
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt079071621
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0307485963
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0327348710
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0327348710
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02533000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02496000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0235044
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0264676
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0264676
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt028640635
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03192128
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03192128
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0370095113
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0448598569
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0448598569
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt032353962
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt034492314
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0370095113
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0448598569
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0337741151
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0414106255
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0337741151
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0414106255
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0465392908
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt026417942
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06980894
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0438974966
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt022920601
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0458412014
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0465392908
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt037.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt137.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt237.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt337.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt437.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0307529
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1237323
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2188742
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3162070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4138064
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt087368
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt151136
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt275342
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt371090
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt452492
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0CYNTHIA ATHERTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1MARTHA MOOREHOUSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2JUDY BLUMENSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3JOCHEN MARSCHALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4JUSTINE CHOY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PROGRAM DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PROGRAM DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2DIRECTOR OF FINANCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0400 MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1400 MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2400 MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3400 MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt4400 MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LOS ALTOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1LOS ALTOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2LOS ALTOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3LOS ALTOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4LOS ALTOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd194022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd294022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd394022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd494022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ENERGY INNOVATION POLICY AND TECHNOLOGY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1ARABELLA ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2VARSITY TECHNOLOGIES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt178750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt251775
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0GRANT MAKING SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1STRATEGIC FRAMEWORK DEVELOPMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2IT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt098 BATTERY STREET 202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1340 PINE STREET SUITE 401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt21390 MARKET STREET 1100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd194104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd294102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt03
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt037.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt137.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt237.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0482115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1337794
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2215958
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt087730

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$448,598,569
Liabilities
$34,492,314
Net assets
$414,106,255
Revenue
$142,086,461
Expenses
$63,031,345
Net income
$79,055,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$810$89.5$721$60.0$193$133
2023Detailed filing. Detailed filing data is available for this year.$872$76.4$796$152$190$37.4
2022Detailed filing. Detailed filing data is available for this year.$847$68.7$778$430$177$253
2021Detailed filing. Detailed filing data is available for this year.$866$56.8$810$245$164$80.7
2020Detailed filing. Detailed filing data is available for this year.$753$59.6$693$191$149$41.8
2019Detailed filing. Detailed filing data is available for this year.$592$63.0$529$130$129$1.38
2018Detailed filing. Detailed filing data is available for this year.$554$55.5$499$180$114$66.0
2017Detailed filing. Detailed filing data is available for this year.$505$46.8$458$76.4$86.1$9.72
2016Detailed filing. Detailed filing data is available for this year.$449$34.5$414$142$63.0$79.1
2011Detailed filing. Detailed filing data is available for this year.$175$8.60$166$11.7