Civic Intelligence

The Rhe Charitable Foundation

990PF • Fiscal year 2018 • EIN 26-2469224

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 16, 2020

Organization Profile
190 Drakewood PlaceNovato, CA 94947

(415) 424-7882

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

39th percentile

0.02x

Higher debt load relative to revenue than 39% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

73rd percentile

$99,183

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 29.8% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

31st percentile

-2.9%

Faster asset growth than 31% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2015 to 2018

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$3,213,050

Down $300,268 (-8.5%) from 2015

Net Assets

Down

$3,205,488

Down $307,767 (-8.8%) from 2015

Liabilities

Up

$7,562

Up $7,499 (+11903%) from 2015

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin23rd percentile

Revenue

Up

$332,912

Up $107,924 (+48%) from 2015

Expenses

Up

$366,380

Up $47,352 (+15%) from 2015

Net Income

Up

-$33,468

Up $60,572 (+64%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2012: $3,806,764Liabilities 2012: $0Net Assets 2012: $3,806,7642012Assets 2013: $3,758,488Liabilities 2013: $0Net Assets 2013: $3,758,4882013Assets 2014: $3,602,118Liabilities 2014: $0Net Assets 2014: $3,602,1182014Assets 2015: $3,513,318Liabilities 2015: $63Net Assets 2015: $3,513,2552015Assets 2018: $3,213,050Liabilities 2018: $7,562Net Assets 2018: $3,205,4882018Assets 2019: $2,978,986Liabilities 2019: $1,909Net Assets 2019: $2,977,0772019Assets 2020: $2,845,262Liabilities 2020: $1,952Net Assets 2020: $2,843,3102020Assets 2021: $2,805,287Liabilities 2021: $1,961Net Assets 2021: $2,803,3262021Assets 2022: $2,558,719Liabilities 2022: $2,348Net Assets 2022: $2,556,3712022Assets 2023: $2,322,308Liabilities 2023: $8,271Net Assets 2023: $2,314,0372023Assets 2024: $2,978,492Liabilities 2024: -$304Net Assets 2024: $2,978,7962024

Highlighted filing

2018

Assets$3,213,050
Liabilities$7,562
Net Assets$3,205,488
Open 2018 Filing

Operations Trend

Revenue Growth68th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2012: $345,0762012Revenue 2013: $393,402Expenses 2013: $437,520Net Income 2013: -$44,1182013Revenue 2014: $259,412Expenses 2014: $410,290Net Income 2014: -$150,8782014Revenue 2015: $224,988Expenses 2015: $319,028Net Income 2015: -$94,0402015Revenue 2018: $332,912Expenses 2018: $366,380Net Income 2018: -$33,4682018Revenue 2019: $146,321Expenses 2019: $376,889Net Income 2019: -$230,5682019Revenue 2020: $233,996Expenses 2020: $367,861Net Income 2020: -$133,8652020Revenue 2021: $357,637Expenses 2021: $392,981Net Income 2021: -$35,3442021Revenue 2022: $129,220Expenses 2022: $371,889Net Income 2022: -$242,6692022Revenue 2023: $104,852Expenses 2023: $341,006Net Income 2023: -$236,1542023Revenue 2024: $219,681Expenses 2024: $371,426Net Income 2024: -$151,7452024

Highlighted filing

2018

Revenue$332,912
Expenses$366,380
Net Income-$33,468
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 16, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer Heyneman SousaePresident Exec DirectorFT$91,851$7,332$99,183
Jeffrey ArnoldBoard Member-$0--
Nadananda HamiltonBoard Member-$0--
William SousaeVice PresidentPT$0--
Karrie Myers-TaylorBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The RHE Charitable Foundation
EIN
26-2469224
Address
190 Drakewood Place, Novato, CA 94947

Signing Officer

Name
Jennifer H Sousae
Title
President
Phone
4154247882
Signed
2020-03-16
Discuss with paid preparer
Yes

Preparer

Firm
P Lea Grady
Address
83 Moseman Avenue, Katonah, NY 10536
Preparer
P Lea Grady
Phone
9143341611
Raw XML AppendixShowing 400 of 918 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Capital Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1INTL BUSINESS MACHINES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2APERGY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3AUTOMATIC DATA PROC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4AUTOMATIC DATA PROC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5COHEN STEERS REIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6COHEN STEERS REIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7GARRETT MOTION INC CIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8GARRETT MOTION INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SPDR DOUBLELINE TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10RESIDIO TECHNOLOGIES INC CIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SPDR US FINANCIAL SECTOR ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12TIFFANY & CO NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13UNITED TECHS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14AT&T INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15ABBOTT LABORATORIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16VANGUARD HIGH DVD YIELD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17MCDONALDS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18WALMART INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0217741
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-12517
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-33468
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0942
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0500
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03206430
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03239398
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03205488
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0185928
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0185928
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0185928
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0188788
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02860
IRS990PF/DistributableAmountGrp/TotalTaxAmt02860
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05945
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02860
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02860
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02860
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05945
IRS990PF/FMVAssetsEOYAmt03536522
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01088328
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01422632
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01411431
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02004183
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01682205
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02016878
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt05197
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt06709
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt02402
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01512
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01512
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0942
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0942
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt063
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt07562
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03239398
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03205488
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0144548
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0105759
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0105759
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03239461
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03213050
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03536522
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt063
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt07562
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03239461
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03213050
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03239398
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03205488
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03833259
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0196160
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03635587
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt057499
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01512
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0188788
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03775760
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03833259
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt091851
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt07332
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jennifer Heyneman Sousae
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jeffrey Arnold
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Nadananda Hamilton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3William Sousae
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Karrie Myers-Taylor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President Exec Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Board Member
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Board Member
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Board Member
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0190 Drakewood Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1190 Drakewood Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2190 Drakewood Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3190 Drakewood Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4190 Drakewood Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Novato
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Novato
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Novato
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Novato
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Novato
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/ZIPCd094947
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194947
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294947
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394947
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494947
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0296329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0299189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0290848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0265033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0269506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0358461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0393884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.078482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.075649
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.069651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.068422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.086311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.092378
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03775760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03844710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03805142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03938879
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04153111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04263822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0318544
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.392412
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0315684
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0318544
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02860
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0318544
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,213,050
Liabilities
$7,562
Net assets
$3,205,488
Revenue
$332,912
Expenses
$366,380
Net income
-$33,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.00$2.98$0.22$0.37$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.01$2.31$0.10$0.34$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.13$0.37$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.80$0.36$0.39$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.84$0.23$0.37$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.00$2.98$0.15$0.38$0.23
2018Detailed filing. Detailed filing data is available for this year.$3.21$0.01$3.21$0.33$0.37$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.22$0.32$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.26$0.41$0.15
2013Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.39$0.44$0.04
2012Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.35