Civic Intelligence

Jon & Darla Fisher Foundation Jon Fisher

990PF • Fiscal year 2017 • EIN 26-1644125

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization Profile
PO Box 40Belvedere Tiburon, CA 94920

(650) 291-3440

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

19th percentile

-19%

Faster asset growth than 19% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$66,221

Down $15,974 (-19%) from 2016

Net Assets

Down

$66,221

Down $15,974 (-19%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $7,500 (-100%) from 2016

Expenses

Up

$15,974

Up $5,974 (+60%) from 2016

Net Income

Down

-$15,974

Down $13,474 (-539%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$300K$200K$100K$0Assets 2012: $86,695Liabilities 2012: $0Net Assets 2012: $86,6952012Assets 2013: $78,195Liabilities 2013: $0Net Assets 2013: $78,1952013Assets 2014: $78,132Liabilities 2014: $0Net Assets 2014: $78,1322014Assets 2015: $84,695Liabilities 2015: $0Net Assets 2015: $84,6952015Assets 2016: $82,195Liabilities 2016: $0Net Assets 2016: $82,1952016Assets 2017: $66,221Liabilities 2017: $0Net Assets 2017: $66,2212017Assets 2018: $66,221Liabilities 2018: $0Net Assets 2018: $66,2212018Assets 2019: $100Liabilities 2019: $0Net Assets 2019: $1002019Assets 2020: $100Liabilities 2020: $0Net Assets 2020: $1002020Assets 2021: $249,474Liabilities 2021: $0Net Assets 2021: $249,4742021Assets 2022: $232,241Liabilities 2022: $0Net Assets 2022: $232,2412022Assets 2023: $115Liabilities 2023: $0Net Assets 2023: $1152023Assets 2024: $115Liabilities 2024: $0Net Assets 2024: $1152024

Highlighted filing

2017

Assets$66,221
Liabilities$0
Net Assets$66,221
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$400K$200K$0-$200K-$400KExpenses 2012: $10,6002012Revenue 2013: $0Expenses 2013: $8,500Net Income 2013: -$8,5002013Revenue 2014: $62,437Expenses 2014: $62,500Net Income 2014: -$632014Revenue 2015: $16,500Expenses 2015: $9,937Net Income 2015: $6,5632015Revenue 2016: $7,500Expenses 2016: $10,000Net Income 2016: -$2,5002016Revenue 2017: $0Expenses 2017: $15,974Net Income 2017: -$15,9742017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $1,200Expenses 2019: $67,321Net Income 2019: -$66,1212019Revenue 2020: $78,000Expenses 2020: $78,000Net Income 2020: $02020Revenue 2021: $339,394Expenses 2021: $90,020Net Income 2021: $249,3742021Revenue 2022: $67,767Expenses 2022: $85,000Net Income 2022: -$17,2332022Revenue 2023: $18,132Expenses 2023: $250,258Net Income 2023: -$232,1262023Revenue 2024: $232,050Expenses 2024: $232,050Net Income 2024: $02024

Highlighted filing

2017

Revenue$0
Expenses$15,974
Net Income-$15,974
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON FISHERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST HILARYCONTRIBUTIONPUBLICTIBORN, CA, US$15,974
Filing and Contact Details

Filer

Filer Name
Jon & Darla Fisher Foundation
EIN
26-1644125
Phone
6502913440
Address
PO BOX 40, BELVEDERE TIBURON, CA 94920

Signing Officer

Name
Jon Fisher
Title
Director
Phone
6502913440
Signed
2018-11-13

Preparer

Firm
Iwb & Co
Address
133 E BLITHEDALE AVE, MILL VALLEY, CA 94941
Preparer
Irving W Bernstein
Phone
4153898500
Raw XML Appendix202 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/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt015974
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-15974
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt066221
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03728
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03728
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt082195
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt082195
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt066221
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt075695
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt075695
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01135
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03728
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt074560
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt075695
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JON FISHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02486 MAR EAST ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TIBURON
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt030413
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt010000
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.407904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.110358
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.705449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt074560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt090043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt088596
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt015974
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.815807
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt015974
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt015974
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt015974
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/TransferAstDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0JON FISHER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02486 MAR EAST ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TIBURON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094920
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06502913440
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DONATIONS/GIFTS DISTRIBUTED TO NOTEWORTHY ORGANIZATIONS CHOSEN BY THE BOARD OF DIRECTORS, FOCUSING ON LOCAL, YOUTH AND HEALTH ORIENTED ORGANZAITONS THAT BENEFIT THE COMMUNITY.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015974
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST HILARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0765 HILARY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TIBORN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094920
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015974
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03728
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05435
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt058070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010600
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010600
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt094251
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012246
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05435
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt058070
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08500
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015974
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012246
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0104851
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt092605
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JON FISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06502913440
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JON & DARLA FISHER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JON&
ReturnHeader/Filer/EIN0261644125
ReturnHeader/Filer/PhoneNum06502913440
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 40
ReturnHeader/Filer/USAddress/CityNm0BELVEDERE TIBURON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094920
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0369B8059A9915DF27F7270DC0ED199D7F149CA52
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06EE8956817CA1491E68B020A53D3BA51F4D41516
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:38:16
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IWB & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0133 E BLITHEDALE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILL VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094941
ReturnHeader/PreparerPersonGrp/PhoneNum04153898500
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IRVING W BERNSTEIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-14T13:38:16-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$66,221
Liabilities
$0
Net assets
$66,221
Revenue
$0
Expenses
$15,974
Net income
-$15,974
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.32$2.32$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.18$2.50$2.32
2022Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.68$0.85$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$3.39$0.90$2.49
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.78$0.78$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.67$0.66
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.00$0.16$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.08$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.17$0.10$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.62$0.63$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.00$0.09$0.09
2012Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.11