Civic Intelligence

Dean and Margaret Lesher Foundation

990PF • Fiscal year 2020 • EIN 68-0208980

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

Organization Profile

View Organization Page

1333 N California Blvd 575Walnut Creek, CA 94596

(925) 935-9988

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

11th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

62nd percentile

9.9%

Higher net margin than 62% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$124,083

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

26th percentile

-0.1%

Faster asset growth than 26% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-47%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$79,112,151

Down $91,263 (-0.1%) from 2019

Net Assets

Down

$79,112,151

Down $91,263 (-0.1%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin62nd percentile

Revenue

Down

$7,723,511

Down $6,986,434 (-47%) from 2019

Expenses

Up

$6,957,526

Up $451,801 (+6.9%) from 2019

Net Income

Down

$765,985

Down $7,438,235 (-91%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th 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: $0Net 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

2020

Assets$79,112,151
Liabilities$0
Net Assets$79,112,151
Open 2020 Filing

Operations Trend

Revenue Growth8th 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

2020

Revenue$7,723,511
Expenses$6,957,526
Net Income$765,985
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen OdneInterim Ex DirectorFT$124,083-$124,083
Linda DavisDirectorPT$27,000-$27,000
Jill O'BrienDirector-$15,000-$15,000
Cynthia LesherDirector-$15,000-$15,000
David LesherDirector-$15,000-$15,000
Tim LesherDirector-$15,000-$15,000
Joseph LesherDirector-$15,000-$15,000
Stephen LesherDirector-$13,500-$13,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Charitable purposes--see schedule-Various, CA, US$5,557,700
Filing and Contact Details

Filer

Filer Name
Dean and Margaret Lesher Foundation
EIN
68-0208980
Phone
9259359988
Address
1333 N California Blvd 575, Walnut Creek, CA 94596

Signing Officer

Name
Linda Davis
Title
Director
Signed
2021-11-05
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 647 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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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1MSJ Stand up desk
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4Office chair
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5New server
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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 $6,485,029 as being made out of corpus.Signed: _________________________________
IRS990PF/AddressChangeInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt341305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt45899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5767880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6172898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt74813505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9686825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Goldman Sachs #16046-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Goldman Sachs #16046-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Goldman Sachs #56183-7
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Goldman Sachs #058-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Goldman Sachs #058-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5US Bank
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6US Bank
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7US Bank
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8State Street Small Cap Equity
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9State Street Premier Growth
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Dodge & Cox
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Dodge & Cox
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12Gabelli & Co.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13Gabelli & Co.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14Class Action Settlements
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-12-31
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/CapGainsLossTxInvstIncmGrp/SoldDt142020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06060883
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-9344
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0765985
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0857248
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt079969399
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt079203414
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt079112151
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04261653
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04261653
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04261653
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04362611
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0100958
IRS990PF/DistributableAmountGrp/TotalTaxAmt0100958
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt042486
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt083739
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt060000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0100958
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt042486
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0100958
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0100958
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0143739
IRS990PF/FMVAssetsEOYAmt097641311
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt024383388
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt020496723
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt021317636
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt040324763
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt044000419
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt060376083
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0128376
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0161316
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt016687
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt032940
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt032940
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt079203414
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0123975
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0123975
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0123975
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02767057
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06267057
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt07412804
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08541818
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04898296
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04898296
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt079203414
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt079112151
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt097641311
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt079203414
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt079112151
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt079203414
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt079112151
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03045726
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03292741
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt03479577
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt088580925
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05800262
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt082780663
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01328714
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04362611
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt087252211
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt088580925
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0103000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1121144
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt281043
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt03000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Melissa Stafford Jones
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1Susan Haley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2Nilofar Gardezi
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Executive Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1Grants Mgr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2Employee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01333 N California Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt11333 N California Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt24119 Terrace Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2Oakland
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/ZIPCd294611
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/AverageHrsPerWkDevotedToPosRt540.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt015000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt115000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt213500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt315000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt427000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt5124083
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/TitleTxt5Interim Ex Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01333 N California Blvd 575
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11333 N California Blvd 575
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21333 N California Blvd 575
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31333 N California Blvd 575
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41333 N California Blvd 575
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51333 N California Blvd 575
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt61333 N California Blvd 575
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt71333 N California Blvd 575
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$79,112,151
Liabilities
$0
Net assets
$79,112,151
Revenue
$7,723,511
Expenses
$6,957,526
Net income
$765,985
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