Civic Intelligence

Fairview Foundation

990PF • Fiscal year 2020 • EIN 36-4684604

Jan 01, 2020 to Dec 31, 2020 • Filed on May 06, 2021

Organization Profile
505 Montgomery Street No 620San Francisco, CA 94111

(415) 283-1844

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.01x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

51st percentile

0.21x

Higher debt load relative to revenue than 51% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

94th percentile

74%

Higher net margin than 94% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

49th percentile

4.5%

Faster asset growth than 49% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

59%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$21,361,788

Up $926,991 (+4.5%) from 2019

Net Assets

Up

$21,070,806

Up $1,206,377 (+6.1%) from 2019

Liabilities

Down

$290,982

Down $279,386 (-49%) from 2019

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin94th percentile

Revenue

Up

$1,414,821

Up $525,421 (+59%) from 2019

Expenses

Down

$364,731

Down $1,382,046 (-79%) from 2019

Net Income

Up

$1,050,090

Up $1,907,467 (+222%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$30M$20M$10M$0Assets 2019: $20,434,797Liabilities 2019: $570,368Net Assets 2019: $19,864,4292019Assets 2020: $21,361,788Liabilities 2020: $290,982Net Assets 2020: $21,070,8062020Assets 2021: $23,910,094Liabilities 2021: $77,082Net Assets 2021: $23,833,0122021Assets 2022: $20,703,983Liabilities 2022: $835,180Net Assets 2022: $19,868,8032022Assets 2023: $22,514,799Liabilities 2023: $501,974Net Assets 2023: $22,012,8252023Assets 2024: $23,979,859Liabilities 2024: $132,067Net Assets 2024: $23,847,7922024

Highlighted filing

2020

Assets$21,361,788
Liabilities$290,982
Net Assets$21,070,806
Open 2020 Filing

Operations Trend

Revenue Growth89th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2019: $889,400Expenses 2019: $1,746,777Net Income 2019: -$857,3772019Revenue 2020: $1,414,821Expenses 2020: $364,731Net Income 2020: $1,050,0902020Revenue 2021: $3,020,918Expenses 2021: $436,292Net Income 2021: $2,584,6262021Revenue 2022: $581,441Expenses 2022: $1,847,159Net Income 2022: -$1,265,7182022Revenue 2023: $1,313,588Expenses 2023: $198,329Net Income 2023: $1,115,2592023Revenue 2024: $2,086,309Expenses 2024: $731,101Net Income 2024: $1,355,2082024

Highlighted filing

2020

Revenue$1,414,821
Expenses$364,731
Net Income$1,050,090
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 6, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY E JORDAN CO WHITTIER TRUSTPresident-$0--
M JORDAN GUDEBSKI CO WHITTIER TRUSTSecretary-$0--
JAY A GUDEBSKI CO WHITTIER TRUSTCFO-$0--
Filing and Contact Details

Filer

Filer Name
Fairview Foundation
EIN
36-4684604
Phone
4152831844
Address
505 MONTGOMERY STREET NO 620, SAN FRANCISCO, CA 94111

Signing Officer

Name
Wendy E Jordan
Title
President
Phone
4152831844
Signed
2021-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
333 BUSH STREET SUITE 1700, SAN FRANCISCO, CA 94104
Preparer
Lilli I Alberga
Phone
4157642700
Raw XML AppendixShowing 400 of 603 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/SoldDt42020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0814514
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-6214
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01050090
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0369993
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0526280
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021440799
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt019864429
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt021070806
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0507820
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0507820
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0507820
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0520909
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013089
IRS990PF/DistributableAmountGrp/TotalTaxAmt013089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07750
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt05339
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07750
IRS990PF/FMVAssetsEOYAmt021361788
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0137227
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt070982
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt022150
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt026359
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt022150
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt022150
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0464617
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0743557
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0743557
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0433141
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0220000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt010447762
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt011452845
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt011452845
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblAmt09143236
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblBOYAmt09496059
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYAmt09143236
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYFMVAmt09143236
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt019864429
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt021070806
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt020434797
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt021361788
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021361788
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0570368
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0290982
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt020434797
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt021361788
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt019864429
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt021070806
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010576826
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0572620
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010004206
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0158652
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0520909
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010418174
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010576826
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0WHITTIER TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0106861
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0PHILANTHROPIC SVCS & INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0505 MONTGOMERY STREET SUITE 620
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WENDY E JORDAN CO WHITTIER TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1M JORDAN GUDEBSKI CO WHITTIER TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAY A GUDEBSKI CO WHITTIER TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0505 MONTGOMERY STREET NO 620
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1505 MONTGOMERY STREET NO 620
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2505 MONTGOMERY STREET NO 620
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0468793
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0468793
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0468793
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/IndividualWithBooksNm0WHITTIER TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0505 MONTGOMERY ST SUITE 620
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN FRANCISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094111
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04152831844
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/ContributingManagerNm0WENDY E JORDAN CO WHITTIER TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt240000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt320000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt450000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt620000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt720000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt850000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt95000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT FOR CLAIRE'S HOUSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING SUPPORT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2NO-COST, IN-SCHOOL AND OUT-OF-SCHOOL PROGRAMS FOR STUDENT DEVELOPMENTAL NEEDS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3YOUTH DEVELOPMENT LEADERSHIP PROGRAMS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4COMMUNITY HEALTH WORKER TRAINING PROGRAM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL OPERATING SUPPORT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHILDREN'S PROGRAM, TEAM, LEADERSHIP PROGRAM AND FAMILY SUPPORT PROGRAM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TRAINING COORDINATOR POSITION, SCHOOL CARE EVALUATION, DEVELOPMENT INITIATIVES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CORE SERVICES: HOLISTIC PROFESSIONAL MENTORING, SUMMER EXPERIENTIAL LEARNING, POST-SECONDARY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9INTENSIVE IMMERSION PROGRAM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL OPERATING SUPPORT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL OPERATING SUPPORT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12LARKIN STREET ACADEMY EDUCATION & EMPLOYMENT PROGRAM.

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,361,788
Liabilities
$290,982
Net assets
$21,070,806
Revenue
$1,414,821
Expenses
$364,731
Net income
$1,050,090
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.0$0.13$23.8$2.09$0.73$1.36
2023Detailed filing. Detailed filing data is available for this year.$22.5$0.50$22.0$1.31$0.20$1.12
2022Detailed filing. Detailed filing data is available for this year.$20.7$0.84$19.9$0.58$1.85$1.27
2021Detailed filing. Detailed filing data is available for this year.$23.9$0.08$23.8$3.02$0.44$2.58
2020Detailed filing. Detailed filing data is available for this year.$21.4$0.29$21.1$1.41$0.36$1.05
2019Detailed filing. Detailed filing data is available for this year.$20.4$0.57$19.9$0.89$1.75$0.86