Civic Intelligence

Dean and Margaret Lesher Foundation

990PF • Fiscal year 2019 • EIN 68-0208980

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

90th percentile

56%

Higher net margin than 90% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

15th percentile

$27,000

Higher top officer pay than 15% of similar nonprofits.

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

30%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$79,203,414

Up $8,271,957 (+12%) from 2018

Net Assets

Up

$79,203,414

Up $8,271,957 (+12%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin90th percentile

Revenue

Up

$14,709,945

Up $3,363,606 (+30%) from 2018

Expenses

Up

$6,505,725

Up $450,271 (+7.4%) from 2018

Net Income

Up

$8,204,220

Up $2,913,335 (+55%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st 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: $0Net 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

2019

Assets$79,203,414
Liabilities$0
Net Assets$79,203,414
Open 2019 Filing

Operations Trend

Revenue Growth86th 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

2019

Revenue$14,709,945
Expenses$6,505,725
Net Income$8,204,220
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda DavisDirectorPT$27,000-$27,000
Kathleen OdneDirector-$15,000-$15,000
Joseph LesherDirector-$15,000-$15,000
Jill O'BrienDirector-$13,500-$13,500
Tim LesherDirector-$13,500-$13,500
Stephen LesherDirector-$10,500-$10,500
Cynthia LesherDirector-$4,500-$4,500
David LesherDirector-$3,000-$3,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Charitable purposes--see schedule-Various, CA, US$4,955,525
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
Linda Davis
Title
Director
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
RK Taylor & Associates
Address
2890 North Main St Suite 305, Walnut Creek, CA 94597
Preparer
Robert K Taylor
Phone
9259447662
Raw XML AppendixShowing 400 of 639 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/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: _________________________________
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1State Street Premier Growth
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2State Street Premier Growth
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Dodge & Cox
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Dodge & Cox
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Gabelli & Co.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Gabelli & Co.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7US Bank
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8US Bank
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Fisher Investments
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Fisher Investments
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06481035
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt08204220
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt067737
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt079203414
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt070931457
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt079203414
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04257651
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04257651
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04257651
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04339463
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt081812
IRS990PF/DistributableAmountGrp/TotalTaxAmt081812
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt048739
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt070848
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt060000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt081812
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt048739
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt081812
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt081812
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0130848
IRS990PF/FMVAssetsEOYAmt094776430
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt025081233
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt024383388
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt023848836
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt029564118
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt040324763
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt055604807
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0122896
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0139583
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt019774
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt016687
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt016687
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt070931457
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0123975
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0123975
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0123975
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06928994
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02767057
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03604881
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07830066
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt08541818
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt08541818
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt070931457
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt079203414
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt094776430
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt070931457
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt079203414
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt070931457
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt079203414
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01383297
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03045726
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt03035426
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt088110916
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08301425
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt079809491
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01321664
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04339463
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt086789252
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt088110916
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0202000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1114200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt256667
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt010887
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt16268
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Melissa Stafford Jones
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1Susan Haley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2Curtis Yancy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Executive Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1Grants Mgr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2Grants mgr/Program
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01333 N California Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt11333 N California Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt21333 N California Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd194596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd294596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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/CompensationAmt013500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt14500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt210500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt33000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt427000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt515000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt613500
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/AdjNetVlNoncharitableAssetsAmt05406710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05488522
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05553622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05172265
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04993949
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04986003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt04326836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.062297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.06836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.06372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.06757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.06341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt081812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt086789252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt081240068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt081170214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt073907181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt078635681

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$79,203,414
Liabilities
$0
Net assets
$79,203,414
Revenue
$14,709,945
Expenses
$6,505,725
Net income
$8,204,220
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