Civic Intelligence

The Nell J Redfield Foundation

990PF • Fiscal year 2014 • EIN 27-1017158

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 06, 2015

Organization Profile
PO Box 61SuiteReno, NV 89504

(775) 323-1373

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2014 filings • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

9th percentile

0.00x

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

2014 filings • $50M-$100M nonprofits • Source year 2014

Net Margin

6th percentile

-35%

Higher net margin than 6% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$225,000

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2014 filings • $50M-$100M nonprofits • Source year 2014

Asset Growth

16th percentile

-2.5%

Faster asset growth than 16% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

20%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$63,358,140

Down $1,656,870 (-2.5%) from 2013

Net Assets

Down

$63,358,140

Down $1,656,870 (-2.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin6th percentile

Revenue

Up

$4,743,888

Up $789,784 (+20%) from 2013

Expenses

Up

$6,400,758

Up $231,467 (+3.8%) from 2013

Net Income

Up

-$1,656,870

Up $558,317 (+25%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$80M$60M$40M$20M$0Assets 2013: $65,015,010Liabilities 2013: $0Net Assets 2013: $65,015,0102013Assets 2014: $63,358,140Liabilities 2014: $0Net Assets 2014: $63,358,1402014Assets 2015: $61,011,242Liabilities 2015: $0Net Assets 2015: $61,011,2422015Assets 2016: $57,490,516Liabilities 2016: $0Net Assets 2016: $57,490,5162016Assets 2017: $62,135,125Liabilities 2017: $2,605,084Net Assets 2017: $59,530,0412017Assets 2018: $63,189,150Liabilities 2018: $2,232,967Net Assets 2018: $60,956,1832018Assets 2019: $63,039,941Liabilities 2019: $1,932,769Net Assets 2019: $61,107,1722019Assets 2020: $60,397,556Liabilities 2020: $1,595,464Net Assets 2020: $58,802,0922020Assets 2021: $61,399,916Liabilities 2021: $1,256,806Net Assets 2021: $60,143,1102021Assets 2022: $69,289,566Liabilities 2022: $903,714Net Assets 2022: $68,385,8522022Assets 2023: $67,984,518Liabilities 2023: $536,143Net Assets 2023: $67,448,3752023Assets 2024: $69,086,291Liabilities 2024: $0Net Assets 2024: $69,086,2912024

Highlighted filing

2014

Assets$63,358,140
Liabilities$0
Net Assets$63,358,140
Open 2014 Filing

Operations Trend

Revenue Growth77th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2013: $3,954,104Expenses 2013: $6,169,291Net Income 2013: -$2,215,1872013Revenue 2014: $4,743,888Expenses 2014: $6,400,758Net Income 2014: -$1,656,8702014Revenue 2015: $4,386,510Expenses 2015: $6,725,908Net Income 2015: -$2,339,3982015Revenue 2016: $2,218,559Expenses 2016: $5,739,285Net Income 2016: -$3,520,7262016Revenue 2017: $6,507,478Expenses 2017: $4,467,953Net Income 2017: $2,039,5252017Revenue 2018: $6,303,272Expenses 2018: $4,877,130Net Income 2018: $1,426,1422018Revenue 2019: $4,330,776Expenses 2019: $4,179,787Net Income 2019: $150,9892019Revenue 2020: $3,132,803Expenses 2020: $5,626,891Net Income 2020: -$2,494,0882020Revenue 2021: $6,619,994Expenses 2021: $5,272,970Net Income 2021: $1,347,0242021Revenue 2022: $13,877,604Expenses 2022: $5,634,862Net Income 2022: $8,242,7422022Revenue 2023: $3,926,206Expenses 2023: $4,863,683Net Income 2023: -$937,4772023Revenue 2024: $6,989,245Expenses 2024: $5,351,329Net Income 2024: $1,637,9162024

Highlighted filing

2014

Revenue$4,743,888
Expenses$6,400,758
Net Income-$1,656,870
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 6, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD C SMITHVP, Secretary & Director/MgrFT$225,000-$225,000
KENNETH G WALKERTreasurer, VP & Director-$25,000-$25,000
HELEN JEANE JONESPresident & DirectorPT$25,000-$25,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHMENT ASEE ATTACHMENT A-SEE ATTACHMENT A, NV, US$5,633,803
Filing and Contact Details

Filer

Filer Name
The Nell J Redfield Foundation
EIN
27-1017158
In Care Of
% GERALD C SMITH
Address
PO BOX 61, Suite, RENO, NV 89504

Signing Officer

Name
Gerald C Smith
Title
Secretary
Phone
7753231373
Signed
2015-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton LLP
Address
100 W Liberty Street Suite 770, Reno, NV 89501
Preparer
Kimberly D Cooney
Phone
7757861520
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10148575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1147888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12241490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13190615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1495314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1595026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16459996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17365443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18120217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1954184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20835833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21350751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22140409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LONG-TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1N/R - DINGHAM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc222,872.827 SHS COLUMBIA DIVIDEND OPP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc39,225.092 SHS COLUMBIA DIVIDEND OPP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc44,594.533 SHS DODGE & COX INT'L STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc56,397.953 SHS DODGE & COX INT'L STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61,090.037 SHS DODGE & COX INT'L STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc74,113.534 SHS AMERICAN EUROPACIFIC GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc82,922.837 SHS AMERICAN EUROPACIFIC GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91,017.708 SHS AMERICAN EUROPACIFIC GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1024,587.285 SHS T ROWE PRICE INST'L LARGE-CAP GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc113,517.411 SHS T ROWE PRICE INST'L LARGE-CAP GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12111,317.254 SHS PIMCO TOTAL RETURN FUND INST #35
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1322,999.080 SHS PIMCO TOTAL RETURN FUND INST #35
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1417,226.529 SHS PIMCO REAL RETURN FUND INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc158,841.733 SHS PIMCO REAL RETURN FUND INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc168,090.615 SHS PIMCO ALL ASSET FUND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1713,037.810 SHS T ROWE PRICE MID CAP VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc189,101.942 SHS T ROWE PRICE MID CAP VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc193,095.975 SHS T ROWE PRICE MID CAP VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc202,126.755 SHS ROYCE SPECIAL EQUITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2127,777.778 SHS VANGUARD PRIMECAP CORE FUND INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2211,384.335 SHS VANGUARD PRIMECAP CORE FUND INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc234,545.455 SHS VANGUARD PRIMECAP CORE FUND INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172014-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202014-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212014-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02880129
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1656870
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt063358140
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt065015010
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt063358140
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04129481
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04129481
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04129481
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04171861
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt042380
IRS990PF/DistributableAmountGrp/TotalTaxAmt042380
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt030200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt026162
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt038401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt042380
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt026162
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt042380
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt042380
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt068601
IRS990PF/FMVAssetsEOYAmt083120073
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt098199
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt048548
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt048548
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt057627897
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt057393675
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt065441103
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt01986366
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt050195
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt072053
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01986366
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt01986366
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt07245000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt021858
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt021858
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02078324
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02078324
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt08534195
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0176290
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt047948
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0990787
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt047948
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt047948
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt026162
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt026162
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02057147
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01755259
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01755259
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt065015010
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt063358140
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt083120073
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt065015010
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt063358140
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt065015010
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt063358140
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt065015010
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt063358140
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt084707835
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0933494
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt067973288
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01270618
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt015801053
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04171861
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt083437217
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt084707835
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0FARMERS AND MERCHANTS TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0281302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0TRUST ADMINISTRATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0302 PINE AVENUE 2ND FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0LONG BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd090802
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.76
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt28.3
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0225000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt125000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt225000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GERALD C SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KENNETH G WALKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2HELEN JEANE JONES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VP, SECRETARY & DIRECTOR/MGR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER, VP & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01221 BROADWAY 21ST FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 61
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 61
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OAKLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1RENO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2RENO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094612
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd189504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd289504
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04768687
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04811067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05619664
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04811255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04477452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04765288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03283323
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.057153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.067335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.059388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.054736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.059679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt042380
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt083437217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt083458176
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt081014486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt081800541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt079849070
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt073573420
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05880840
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.285764
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05838460
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05880840
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt042380
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05880840

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,358,140
Liabilities
$0
Net assets
$63,358,140
Revenue
$4,743,888
Expenses
$6,400,758
Net income
-$1,656,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$69.1$0.00$69.1$6.99$5.35$1.64
2023Detailed filing. Detailed filing data is available for this year.$68.0$0.54$67.4$3.93$4.86$0.94
2022Detailed filing. Detailed filing data is available for this year.$69.3$0.90$68.4$13.9$5.63$8.24
2021Detailed filing. Detailed filing data is available for this year.$61.4$1.26$60.1$6.62$5.27$1.35
2020Detailed filing. Detailed filing data is available for this year.$60.4$1.60$58.8$3.13$5.63$2.49
2019Detailed filing. Detailed filing data is available for this year.$63.0$1.93$61.1$4.33$4.18$0.15
2018Detailed filing. Detailed filing data is available for this year.$63.2$2.23$61.0$6.30$4.88$1.43
2017Detailed filing. Detailed filing data is available for this year.$62.1$2.61$59.5$6.51$4.47$2.04
2016Detailed filing. Detailed filing data is available for this year.$57.5$0.00$57.5$2.22$5.74$3.52
2015Detailed filing. Detailed filing data is available for this year.$61.0$0.00$61.0$4.39$6.73$2.34
2014Detailed filing. Detailed filing data is available for this year.$63.4$0.00$63.4$4.74$6.40$1.66
2013Detailed filing. Detailed filing data is available for this year.$65.0$0.00$65.0$3.95$6.17$2.22