Civic Intelligence

Hopper-Dean Foundation

990PF • Fiscal year 2019 • EIN 27-3116560

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

Organization Profile
PO Box 2708Menlo Park, CA 94026

(650) 210-5300

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

18th percentile

0.01x

Higher debt load relative to revenue than 18% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

88th percentile

25%

Faster asset growth than 88% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

89%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$30,033,919

Up $5,942,825 (+25%) from 2018

Net Assets

Up

$29,967,044

Up $5,875,950 (+24%) from 2018

Liabilities

Up

$66,875

Up $66,875 from 2018

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin93rd percentile

Revenue

Up

$8,571,664

Up $4,030,164 (+89%) from 2018

Expenses

Up

$2,695,714

Up $1,113,219 (+70%) from 2018

Net Income

Up

$5,875,950

Up $2,916,945 (+99%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$60M$40M$20M$0Assets 2018: $24,091,094Liabilities 2018: $0Net Assets 2018: $24,091,0942018Assets 2019: $30,033,919Liabilities 2019: $66,875Net Assets 2019: $29,967,0442019Assets 2020: $29,285,733Liabilities 2020: $185,000Net Assets 2020: $29,100,7332020Assets 2021: $45,438,431Liabilities 2021: $29,147Net Assets 2021: $45,409,2842021Assets 2022: $45,969,731Liabilities 2022: $27,624Net Assets 2022: $45,942,1072022Assets 2023: $43,178,815Liabilities 2023: $17,790Net Assets 2023: $43,161,0252023Assets 2024: $44,409,797Liabilities 2024: $9,723Net Assets 2024: $44,400,0742024

Highlighted filing

2019

Assets$30,033,919
Liabilities$66,875
Net Assets$29,967,044
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

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

$40M$20M$0-$20M-$40MRevenue 2018: $4,541,500Expenses 2018: $1,582,495Net Income 2018: $2,959,0052018Revenue 2019: $8,571,664Expenses 2019: $2,695,714Net Income 2019: $5,875,9502019Revenue 2020: $11,901,024Expenses 2020: $12,767,335Net Income 2020: -$866,3112020Revenue 2021: $29,723,797Expenses 2021: $18,274,829Net Income 2021: $11,448,9682021Revenue 2022: $9,669,254Expenses 2022: $29,447,709Net Income 2022: -$19,778,4552022Revenue 2023: $874,937Expenses 2023: $22,985,392Net Income 2023: -$22,110,4552023Revenue 2024: $2,764,597Expenses 2024: $7,734,315Net Income 2024: -$4,969,7182024

Highlighted filing

2019

Revenue$8,571,664
Expenses$2,695,714
Net Income$5,875,950
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEIDI HOPPERCEO-$0--
JEFF DEANCFO/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Hopper-dean Foundation
EIN
27-3116560
Phone
6502105300
Address
PO BOX 2708, MENLO PARK, CA 94026

Signing Officer

Name
Heidi Hopper
Title
CEO
Phone
6502105300
Signed
2020-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Catalyst Family Office LLC
Address
PO BOX 2708, MENLO PARK, CA 94026
Preparer
Paula Lo
Phone
6502105300
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc03,800 SHS ALPHABET INC - CL C
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CS 1319 - SEE STMT A
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CS 6021 - SEE STMT C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7398,696.71 SHS WESTWOOD HIGH INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc847,528.25 SHS WESTWOOD HIGH INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CS 5279 - SEE STMT D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CS 5279 - SEE STMT D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11AHOY CAPITAL IV STCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12AHOY CAPITAL IV LTCL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13MONTAUK TRIGUARD FUND VIII STCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14MONTAUK TRIGUARD FUND VIII LTCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08220617
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0126409
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05875950
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt029967044
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt024091094
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt029967044
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01604476
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01604476
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01604476
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01771816
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0167340
IRS990PF/DistributableAmountGrp/TotalTaxAmt0167340
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt062047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0179387
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt050000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0167340
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt062047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0167340
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0167340
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0229387
IRS990PF/FMVAssetsEOYAmt058787954
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt066875
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt018934
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05350699
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05350699
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt021032845
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt020550012
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt048628125
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02754767
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03670113
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04412910
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt024091094
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt029967044
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0284548
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0463095
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0396220
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt024091094
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt030033919
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt058787954
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt066875
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt024091094
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt030033919
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt024091094
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt029967044
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt035975964
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0252765
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt031310289
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0539639
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04412910
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01771816
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt035436325
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt035975964
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HEIDI HOPPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEFF DEAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2708 DEPT 656
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 2708 DEPT 656
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MENLO PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MENLO PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094026
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194026
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02403752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02487422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01238334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03051216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02080824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0284437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0649719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.067833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.036006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.115396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.115855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.019015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt083670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt035436325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt034392683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt026441353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt017960593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt014958689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt012283363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02255003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.339166
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02255003
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02255003
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02255003
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CO CATALYST FAMILY OFFICE LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0155 LINFIELD DRIVE SUITE 105
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MENLO PARK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094026
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06502105300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HEIDI HOPPER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JEFF DEAN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt03000000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt11000000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt22170000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt34000000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt4505200
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt52000000

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,033,919
Liabilities
$66,875
Net assets
$29,967,044
Revenue
$8,571,664
Expenses
$2,695,714
Net income
$5,875,950
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.4$0.01$44.4$2.76$7.73$4.97
2023Detailed filing. Detailed filing data is available for this year.$43.2$0.02$43.2$0.87$23.0$22.1
2022Detailed filing. Detailed filing data is available for this year.$46.0$0.03$45.9$9.67$29.4$19.8
2021Detailed filing. Detailed filing data is available for this year.$45.4$0.03$45.4$29.7$18.3$11.4
2020Detailed filing. Detailed filing data is available for this year.$29.3$0.19$29.1$11.9$12.8$0.87
2019Detailed filing. Detailed filing data is available for this year.$30.0$0.07$30.0$8.57$2.70$5.88
2018Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$4.54$1.58$2.96