Civic Intelligence

Dean and Margaret Lesher Foundation

990PF • Fiscal year 2018 • EIN 68-0208980

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 05, 2019

Organization Profile

View Organization Page

1333 N California BlvdWalnut Creek, CA 94596

(925) 935-9988

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

13th percentile

$27,000

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2018 filings • $50M-$100M nonprofits • Source year 2018

Asset Growth

73rd percentile

8.1%

Faster asset growth than 73% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

91%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$70,931,457

Up $5,290,885 (+8.1%) from 2017

Net Assets

Up

$70,931,457

Up $5,290,885 (+8.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin88th percentile

Revenue

Up

$11,346,339

Up $5,411,109 (+91%) from 2017

Expenses

Up

$6,055,454

Up $400,253 (+7.1%) from 2017

Net Income

Up

$5,290,885

Up $5,010,856 (+1789%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$100M$50M$0Assets 2011: $63,568,436Liabilities 2011: $02011Assets 2012: $62,512,481Liabilities 2012: $02012Assets 2013: $63,784,223Liabilities 2013: $02013Assets 2014: $64,538,030Liabilities 2014: $1Net Assets 2014: $64,538,0302014Assets 2015: $66,013,951Liabilities 2015: $1Net Assets 2015: $66,013,9512015Assets 2016: $65,360,543Liabilities 2016: $0Net Assets 2016: $65,360,5432016Assets 2017: $65,640,572Liabilities 2017: $0Net Assets 2017: $65,640,5722017Assets 2018: $70,931,457Liabilities 2018: $0Net Assets 2018: $70,931,4572018Assets 2019: $79,203,414Liabilities 2019: $1Net Assets 2019: $79,203,4142019Assets 2020: $79,112,151Liabilities 2020: $1Net Assets 2020: $79,112,1512020Assets 2021: $81,108,894Liabilities 2021: $1Net Assets 2021: $81,108,8942021Assets 2022: $95,167,223Liabilities 2022: $1Net Assets 2022: $95,167,2232022Assets 2023: $72,758,653Liabilities 2023: $458Net Assets 2023: $72,758,1952023Assets 2024: $95,293,739Liabilities 2024: $0Net Assets 2024: $95,293,7392024

Highlighted filing

2018

Assets$70,931,457
Liabilities$0
Net Assets$70,931,457
Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

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

$40M$20M$0-$20M-$40MRevenue 2011: $3,348,145Expenses 2011: $5,290,097Net Income 2011: -$1,941,9522011Revenue 2012: $3,954,645Expenses 2012: $5,010,600Net Income 2012: -$1,055,9552012Revenue 2013: $6,325,973Expenses 2013: $5,023,176Net Income 2013: $1,302,7972013Revenue 2014: $5,409,715Expenses 2014: $4,940,078Net Income 2014: $469,6372014Revenue 2015: $7,047,830Expenses 2015: $5,573,591Net Income 2015: $1,474,2392015Revenue 2016: $4,859,905Expenses 2016: $5,514,430Net Income 2016: -$654,5252016Revenue 2017: $5,935,230Expenses 2017: $5,655,201Net Income 2017: $280,0292017Revenue 2018: $11,346,339Expenses 2018: $6,055,454Net Income 2018: $5,290,8852018Revenue 2019: $14,709,945Expenses 2019: $6,505,725Net Income 2019: $8,204,2202019Revenue 2020: $7,723,511Expenses 2020: $6,957,526Net Income 2020: $765,9852020Revenue 2021: $8,575,909Expenses 2021: $6,715,991Net Income 2021: $1,859,9182021Revenue 2022: $21,147,069Expenses 2022: $6,588,411Net Income 2022: $14,558,6582022Revenue 2023: -$15,593,732Expenses 2023: $7,201,005Net Income 2023: -$22,794,7372023Revenue 2024: $30,213,973Expenses 2024: $7,798,112Net Income 2024: $22,415,8612024

Highlighted filing

2018

Revenue$11,346,339
Expenses$6,055,454
Net Income$5,290,885
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 5, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda DavisDirectorPT$27,000-$27,000
Jill O'BrienDirector-$16,500-$16,500
Kathleen OdneDirector-$15,000-$15,000
Tim LesherDirector-$15,000-$15,000
Joseph LesherDirector-$15,000-$15,000
Cynthia LesherDirector-$13,500-$13,500
Stephen LesherDirector-$13,500-$13,500
David LesherDirector-$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
Dean and Margaret Lesher Foundation
EIN
68-0208980
Phone
9259359988
Address
1333 N California Blvd, Walnut Creek, CA 94596

Signing Officer

Name
Melissa Stafford Jones
Title
Executive Director
Signed
2019-11-05
Discuss with paid preparer
Yes

Preparer

Firm
RK Taylor & Associates
Address
2890 North Main St Suite 305, Walnut Creek, CA 94597
Preparer
John M Kikuchi
Phone
9259447662
Raw XML AppendixShowing 400 of 607 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting fees
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt034823
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02015-11-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12017-10-04
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22017-10-04
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32017-11-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42017-12-18
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52017-08-23
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62017-08-23
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72017-06-07
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Computer
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1MSJ Stand up desk
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Office chairs
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3Reception desk
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4Office chair
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5New server
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6New sonicwall
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7MSJ laptop and phone
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8Dell computer
DepreciationSchedule/DepreciationPropertyGrp/Rt00.2000
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Election 4942(h)(2) Election as to the Treatment of Qualifying DistributionsElection:Pursuant to IRC Section 4942(h)(2) and U.S. Treas. Reg. 53.4949(a)-3(d)(2), the Foundation hereby elects to treat current year qualifying distributions in the amount of $5,610,114 as being made out of corpus.Signed: _________________________________
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt06928994
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0See Statement B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt07526093
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0State Street Premier Growth
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1State Street Small Cap Equity
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Gabelli & Co.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Dodge & Cox
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5US Bank
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Symphony Convertible Bond
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Gabelli Associates Ltd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Fisher Investments
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-11-11
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04005511
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04005511
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04062003
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt056492
IRS990PF/DistributableAmountGrp/TotalTaxAmt056492
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010848
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt067395
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt056492
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010848
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt056492
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt056492
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt067395
IRS990PF/FMVAssetsEOYAmt080058418
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt014853787
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt025081233
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt023415745
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt027593828
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt029564118
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt039784762
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0116810
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0136584
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt025646
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt019774
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt019774
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0123975
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0123975
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0123975
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt017834812
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06928994
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt07526093
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03837633
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt07830066
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt07830066
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt065640572
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt070931457
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt080058418
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt065640572
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt070931457
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt065640572
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt070931457
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt065640572
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt070931457
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01370891
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01383297
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01358003
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt078378845
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01237158
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt081240068
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt082477226
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1112000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt028550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt15042
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Melissa Stafford Jones
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1Susan Haley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Executive Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1Grants Mgr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01333 N California Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt11333 N California Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt016500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt113500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt213500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt312000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt427000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt515000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt615000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt715000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jill O'Brien
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Cynthia Lesher
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Stephen Lesher
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3David Lesher
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Linda Davis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Kathleen Odne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Tim Lesher
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Joseph Lesher
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01333 N California Blvd 330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11333 N California Blvd 330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21333 N California Blvd 330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31333 N California Blvd 330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41333 N California Blvd 330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51333 N California Blvd 330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt61333 N California Blvd 330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt71333 N California Blvd 330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7Walnut Creek
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/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd694596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd794596
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04922417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04978909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05172265
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04993949
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04986003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04326836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt04532094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.060591
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.06372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.06757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.06341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt056492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt081240068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt081170214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt073907181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt078635681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt089352382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt075745206
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05610114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.302955
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05553622
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05610114
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt056492
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05610114
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$70,931,457
Liabilities
$0
Net assets
$70,931,457
Revenue
$11,346,339
Expenses
$6,055,454
Net income
$5,290,885
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$95.3$0.00$95.3$30.2$7.80$22.4
2023Detailed filing. Detailed filing data is available for this year.$72.8$0.00$72.8$15.6$7.20$22.8
2022Detailed filing. Detailed filing data is available for this year.$95.2$0.00$95.2$21.1$6.59$14.6
2021Detailed filing. Detailed filing data is available for this year.$81.1$0.00$81.1$8.58$6.72$1.86
2020Detailed filing. Detailed filing data is available for this year.$79.1$0.00$79.1$7.72$6.96$0.77
2019Detailed filing. Detailed filing data is available for this year.$79.2$0.00$79.2$14.7$6.51$8.20
2018Detailed filing. Detailed filing data is available for this year.$70.9$0.00$70.9$11.3$6.06$5.29
2017Detailed filing. Detailed filing data is available for this year.$65.6$0.00$65.6$5.94$5.66$0.28
2016Detailed filing. Detailed filing data is available for this year.$65.4$0.00$65.4$4.86$5.51$0.65
2015Detailed filing. Detailed filing data is available for this year.$66.0$0.00$66.0$7.05$5.57$1.47
2014Detailed filing. Detailed filing data is available for this year.$64.5$0.00$64.5$5.41$4.94$0.47
2013Summary only. Only limited summary data is available for this year.$63.8$0.00$6.33$5.02$1.30
2012Summary only. Only limited summary data is available for this year.$62.5$0.00$3.95$5.01$1.06
2011Summary only. Only limited summary data is available for this year.$63.6$0.00$3.35$5.29$1.94