Civic Intelligence

Hopper-Dean Foundation

990PF • Fiscal year 2022 • EIN 27-3116560

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile
PO Box 2708Menlo Park, CA 94026

(650) 210-5000

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

4th percentile

-205%

Higher net margin than 4% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

56th percentile

1.2%

Faster asset growth than 56% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-67%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$45,969,731

Up $531,300 (+1.2%) from 2021

Net Assets

Up

$45,942,107

Up $532,823 (+1.2%) from 2021

Liabilities

Down

$27,624

Down $1,523 (-5.2%) from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin4th percentile

Revenue

Down

$9,669,254

Down $20,054,543 (-67%) from 2021

Expenses

Up

$29,447,709

Up $11,172,880 (+61%) from 2021

Net Income

Down

-$19,778,455

Down $31,227,423 (-273%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2022

Assets$45,969,731
Liabilities$27,624
Net Assets$45,942,107
Open 2022 Filing

Operations Trend

Revenue Growth7th 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

2022

Revenue$9,669,254
Expenses$29,447,709
Net Income-$19,778,455
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEIDI HOPPERCEO-$0--
JEFF DEANCFO-$0--
VICTORIA L DEANCRO-$0--
NATALIE M DEANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Hopper-dean Foundation
EIN
27-3116560
Phone
6502105000
Address
PO BOX 2708, MENLO PARK, CA 94026

Signing Officer

Name
Heidi Hopper
Title
CEO
Phone
6502105000
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Catalyst Family Office LLC
Address
PO BOX 2708, MENLO PARK, CA 94026
Preparer
Paula Lo
Phone
6502105300
Raw XML AppendixShowing 400 of 1,350 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 8621 - ADDITIONAL QEF INTERESTS HELD
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 8621 - SEC. 1291 PFICS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0QUALIFIED ELECTING FUND ("QEF") INFORMATION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1SEC. 1291 PFIC INFORMATION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DURING THE CALENDAR YEAR 2022, THE HOPPER-DEAN FOUNDATION HELD DIRECT AND/OR INDIRECT INVESTMENTS IN PASSIVE FOREIGN INVESTMENT COMPANIES ("PFICS"). UNDER TREAS. REG. SEC. 1.1298-1(C), A TAX-EXEMPT ENTITY, "IS NOT REQUIRED UNDER SECTION 1298(F) AND THESE REGULATIONS TO FILE FORM 8621 (OR SUCCESSOR FORM) WITH RESPECT TO A PFIC UNLESS THE INCOME DERIVED WITH RESPECT TO THE PFIC STOCK WOULD BE TAXABLE TO THE ORGANIZATION UNDER SUBCHAPTER F OF CHAPTER A OF THE CODE." INCOME FROM THESE FUNDS (IF ANY) HAS BEEN INCLUDED AS PART OF NET INVESTMENT INCOME AND REPORTED ON FORM 8621. THE PFICS LISTED BELOW WERE HELD DIRECTLY AND/OR INDIRECTLY BY THE HOPPER-DEAN FOUNDATION, BUT DID NOT REPORT ANY TAXABLE INCOME FOR 2022. ALL ENTITIES LISTED BELOW ARE QUALIFYING ELECTING FUND (QEF) ELIGIBLE.NAME AND REF ID OF QUALIFIED ELECTING FUNDS (QEF)======================================================================== MATRIX CAPITAL MANAGEMENT FUND (OFFSHORE) LTD. (K39MATRIX) NO. SHS HELD AT YEAR-END: 2,000 VALUE AT YEAR-END: $1,323,782 BITAKSI MOBIL TEKNOLOJI A.S. (GETIR21) DOGUS PLANET ELEKTRONIK TICARET VE BIKISIM HIZMETLERI A.S. (GETIR25) EXPERIMENTS B.V. (GETIR14) GETGO TEKNOLOJI A.S. (GETIR22) GETIRB.V. (GETIR01) NO. SHS HELD AT YEAR-END: 78 VALUE AT YEAR-END: $12,944 GETIR BELGIUM (GETIR16) GETIR FRANCE S.A.S (GETIR11) GETIR GERMANY GMBH (GETIR12) GETIR ITALY S.R.L. (GETIR19) GETIR NETHERLANDS B.V (GETIR13) GETIR OEDEME VE ELEKTRONIK PARA HIZMETLERI A.S. (GETIR20) GETIR PERAKENDE LOJISTIK A.S. (GETIR15) GETIR SPAIN S.L (GETIR18) GETIR UK LIMITED (GETIR10) GETIRIS DANISMANLIK VE TICARET A.S. (GETIR28) GETIRPT, UNIPESSOAL LOA (GETIR17) LAYERZERO LABS CANADA INC. (LAYERZERO2) MOOV DIJITAL ULASIM COEZUEMLERI TICARET A.S. (GETIR26) MOVE LOJISTIK A.S. (GETIR29) MOVUS LOGISTICS B.V. (GETIR04) MOVUS LOGISTICS FRANCE SAS (GETIR02) MOVUS LOGISTICS GERMANY GMBH (GETIR03) MOVUS LOGISTICS ITALY S.R.L. (GETIR07) MOVUS LOGISTICS LIMITED (GETIR05) MOVUS LOGISTICS PORTUGAL LOA (GETIR08) MOVUS LOGISTICS S.L (GETIR06) VIDYODAN TEKNOLOJI YAZILIM VE ELEKTRONIK HIZMETLER TICARET A.S. (GETIR27) VIGO TEKNOLOJI VE LOJISTIK A.S. (GETIR24) VOLE TEKNOLOJI A.S. (GETIR23) WEEZY GROUP LIMITED (GETIR09)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1DURING THE CALENDAR YEAR 2022, THE HOPPER-DEAN FOUNDATION HELD DIRECT AND/OR INDIRECT INVESTMENTS IN PASSIVE FOREIGN INVESTMENT COMPANIES ("PFICS"). UNDER TREAS. REG. SEC. 1.1298-1(C), A TAX-EXEMPT ENTITY, "IS NOT REQUIRED UNDER SECTION 1298(F) AND THESE REGULATIONS TO FILE FORM 8621 (OR SUCCESSOR FORM) WITH RESPECT TO A PFIC UNLESS THE INCOME DERIVED WITH RESPECT TO THE PFIC STOCK WOULD BE TAXABLE TO THE ORGANIZATION UNDER SUBCHAPTER F OF CHAPTER A OF THE CODE." DISTRIBUTIONS FROM THESE FUNDS (IF ANY) HAVE BEEN INCLUDED AS PART OF NET INVESTMENT INCOME AND REPORTED ON FORM 8621. THE PFICS LISTED BELOW WERE HELD DIRECTLY AND/OR INDIRECTLY BY THE HOPPER-DEAN FOUNDATION, BUT DID NOT REPORT TAXABLE INCOME FOR 2022.NAME AND REF ID OF PASSIVE FOREIGN INVESTMENT COMPANY (PFIC) ======================================================================== MINU HOLDING LIMITED CO SERVICES CAYMAN LIMITED (K13MINU) NO. SHS HELD AT YEAR-END: 14,520 VALUE AT YEAR-END: $18,800
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-996736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt210140157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt44744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt555597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-104982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-996736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt210140157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt44744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt555597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01201875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14133767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210140817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt555597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB #3462 ST (PUBLICLY TRADED SECURITIES)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB #3462 LT (PUBLICLY TRADED SECURITIES)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB #5279 LT (PUBLICLY TRADED SECURITIES)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FROM K-1S - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FROM K-1S - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09099064
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-19778455
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt020311278
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt045942107
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt045409284
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt045942107
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03073375
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03073375
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03073375
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03199514
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0126139
IRS990PF/DistributableAmountGrp/TotalTaxAmt0126139
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0166962
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0293101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0126139
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0166962
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0126139
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0126139
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0293101
IRS990PF/FMVAssetsEOYAmt048860095
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt029147
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt027624
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0180958
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt052074
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0180958
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0180958
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0488343
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0149352
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0149352
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt033042927
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt029254738
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt032821320
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt011499846
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt014369386
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt013693168
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt023884
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt023884
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt045409284
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt045942107
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0355241
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01991413
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01991413
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt045438431
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt045969731
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt048860095
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt029147
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt027624
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt045438431
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt045969731
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt045409284
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt045942107
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt064964743
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01028537
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt050142879
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0974471
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt013793327
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03199514
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt063990272
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt064964743
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HEIDI HOPPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEFF DEAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2VICTORIA L DEAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NATALIE M DEAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CRO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2708 DEPT 656
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 2708 DEPT 656
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 2708 DEPT 656
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 2708 DEPT 656
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MENLO PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MENLO PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MENLO PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MENLO PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094026
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194026
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294026
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394026
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt028629794
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt028629794
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/AddressLine1Txt0625 ELLIS STREET SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MOUNTAIN VIEW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094043
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/GrantOrContributionPdDurYrGrp/Amt03912188

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,969,731
Liabilities
$27,624
Net assets
$45,942,107
Revenue
$9,669,254
Expenses
$29,447,709
Net income
-$19,778,455
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