Civic Intelligence

Armrod Charitable Foundation

990PF • Fiscal year 2019 • EIN 68-0370503

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

Organization Profile
4020 Sierra College BlvdRocklin, CA 95677

(916) 624-6200

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

1st percentile

-523%

Higher net margin than 1% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

6th percentile

-14%

Faster asset growth than 6% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

58th percentile

6.2%

Faster revenue growth than 58% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$8,286,233

Down $1,379,811 (-14%) from 2018

Net Assets

Down

$8,286,233

Down $1,379,811 (-14%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin1st percentile

Revenue

Up

$261,739

Up $15,178 (+6.2%) from 2018

Expenses

Down

$1,629,582

Down $394,655 (-19%) from 2018

Net Income

Up

-$1,367,843

Up $409,833 (+23%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $1,564,793Liabilities 2010: $0Net Assets 2010: $1,564,7932010Assets 2011: $1,679,473Liabilities 2011: $1,943Net Assets 2011: $1,677,5302011Assets 2012: $718,685Liabilities 2012: $0Net Assets 2012: $718,6852012Assets 2013: $946,111Liabilities 2013: $0Net Assets 2013: $946,1112013Assets 2014: $3,007,471Liabilities 2014: $12014Assets 2015: $18,061,711Liabilities 2015: $0Net Assets 2015: $18,061,7112015Assets 2016: $14,023,635Liabilities 2016: $0Net Assets 2016: $14,023,6352016Assets 2017: $11,444,334Liabilities 2017: $0Net Assets 2017: $11,444,3342017Assets 2018: $9,666,044Liabilities 2018: $0Net Assets 2018: $9,666,0442018Assets 2019: $8,286,233Liabilities 2019: $0Net Assets 2019: $8,286,2332019Assets 2020: $7,597,620Liabilities 2020: $12020Assets 2021: $7,619,268Liabilities 2021: $0Net Assets 2021: $7,619,2682021Assets 2022: $7,787,081Liabilities 2022: $5,500Net Assets 2022: $7,781,5812022Assets 2023: $8,524,432Liabilities 2023: $15,5002023Assets 2024: $8,580,945Liabilities 2024: $7,050Net Assets 2024: $8,573,8952024

Highlighted filing

2019

Assets$8,286,233
Liabilities$0
Net Assets$8,286,233
Open 2019 Filing

Operations Trend

Revenue Growth58th percentile

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

$20M$10M$0-$10MExpenses 2010: $239,7232010Expenses 2011: $71,7762011Expenses 2012: $991,3002012Revenue 2013: $504,886Expenses 2013: $277,460Net Income 2013: $227,4262013Revenue 2014: $2,338,160Expenses 2014: $276,801Net Income 2014: $2,061,3592014Revenue 2015: $16,951,810Expenses 2015: $1,897,569Net Income 2015: $15,054,2412015Revenue 2016: $81,522Expenses 2016: $4,150,011Net Income 2016: -$4,068,4892016Revenue 2017: $240,544Expenses 2017: $2,819,845Net Income 2017: -$2,579,3012017Revenue 2018: $246,561Expenses 2018: $2,024,237Net Income 2018: -$1,777,6762018Revenue 2019: $261,739Expenses 2019: $1,629,582Net Income 2019: -$1,367,8432019Revenue 2020: $208,637Expenses 2020: $909,316Net Income 2020: -$700,6792020Revenue 2021: $424,987Expenses 2021: $403,254Net Income 2021: $21,7332021Revenue 2022: $321,372Expenses 2022: $157,269Net Income 2022: $164,1032022Revenue 2023: $878,676Expenses 2023: $150,633Net Income 2023: $728,0432023Revenue 2024: $336,317Expenses 2024: $271,575Net Income 2024: $64,7422024

Highlighted filing

2019

Revenue$261,739
Expenses$1,629,582
Net Income-$1,367,843
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTIN A HARMONPresident-$0--
DONALD T TROWBRIDGECFO-$0--
MARILYNN FINNSecretary-$0--
MARTINE HARMONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Armrod Charitable Foundation
EIN
68-0370503
Phone
9166246200
Address
4020 SIERRA COLLEGE BLVD, ROCKLIN, CA 95677

Signing Officer

Name
Martin A Harmon
Title
President
Signed
2020-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Tenney and Company
Address
1528 Starr Drive Suite A, Yuba City, CA 95993
Preparer
Ronald L Stallins
Phone
5306744211
Raw XML AppendixShowing 400 of 969 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5BLACKROCK INC - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6CISCO SYSTEMS - 200,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7CITIGROUP INC - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8COCA-COLA CO - 200,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9COCA-COLA ENTERPRISES - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10COLGATE-PALMOLIVE CO 100,000 SH
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11CSX CORP - 200,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12CVS CAREMARK CORP - 100,000 SHS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16GOLDMAN SACHS GROUP INC - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17HONEYWELL INTERNATIONAL - 200,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18HUSKY ENERGY INC - 200,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19INTEL CORP - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20KROGER CO - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21LINCOLN NATIONAL CORP - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22MASTERCARD INC - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23NATIONAL RETAIL PROP INC - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24NATIONAL RURAL UTIL COOP - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25NIKE INC - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26NORTHERN TRUST CORP - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27ORACLE CORP - 200,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28ORANGE SA - 150,000 SHS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32PROCTER & GAMBLE - 200,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33REALTY INCOME CORP - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34ROSS STORES INC - 100,000 SHS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm36SOUTHWEST AIRLINES CO - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm37STATE STREET CORP - 150,000 SHS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm40UNITED PARCEL SERVICE - 200,000 SHS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm45TORONO-DOMINION BANK - 50,000 SHS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-16857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt967717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-16857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt967717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11205667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt480000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1167717
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/PropertyDesc0150,000 SHS BANK OF NEW YORK MEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1141,676 SHS WF ULTRA SHORT TERM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2150,000 SHS PFIZER INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100,000 SHS TEVA PHARMACEUTICALS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc480,000 SHS AMERICAN EXPRESS CRE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5100,000 SHS SEMPRA ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6100,000 SHS GOLDMAN SACHS GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7150,000 SHS NATIONAL RURAL UTIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8150,000 SHS ORANGE SA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9150,000 SHS BLACKROCK INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10100,000 SHS US TREASURY NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11PER SOLAMERE K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt050915
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1367843
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt011968
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08298201
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09666044
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08286233
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0414516
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0414516
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0414516
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0418645
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04129
IRS990PF/DistributableAmountGrp/TotalTaxAmt04129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0806
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt065
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0806
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05000
IRS990PF/FMVAssetsEOYAmt08304001
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01979
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01980
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt07786905
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05485642
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05517268
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0198317
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0198317
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0191030
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt09666044
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0281160
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0519694
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0519694
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0988205
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01166749
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01166749
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09666044
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08286233
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08304001
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09666044
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08286233
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09666044
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08286233
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0211457
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0713852
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0707280
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08500414
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0738927
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07304749
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0127506
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0456738
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0418645
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08372908
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08500414
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARTIN A HARMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DONALD T TROWBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARILYNN FINN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARTINE HARMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04020 SIERRA COLLEGE BLDV200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14020 SIERRA COLLEGE BLVD 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24020 SIERRA COLLEGE BLVD200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34020 SIERRA COLLEGE BLVD 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ROCKLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ROCKLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ROCKLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ROCKLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095677
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195677
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd295677
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd395677
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02471088
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02473153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01982190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02780031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04142010
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01896908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0276528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.295129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.20420
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.22488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.24862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.54335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.25460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08372908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09707240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt012362440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt016659916
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03491164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01086109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01571731
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.475644
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01571731
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01571731
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01571731
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false

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
$8,286,233
Liabilities
$0
Net assets
$8,286,233
Revenue
$261,739
Expenses
$1,629,582
Net income
-$1,367,843
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.58$0.01$8.57$0.34$0.27$0.06
2023Summary only. Only limited summary data is available for this year.$8.52$0.02$0.88$0.15$0.73
2022Detailed filing. Detailed filing data is available for this year.$7.79$0.01$7.78$0.32$0.16$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.62$0.00$7.62$0.42$0.40$0.02
2020Summary only. Only limited summary data is available for this year.$7.60$0.00$0.21$0.91$0.70
2019Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$0.26$1.63$1.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.67$0.00$9.67$0.25$2.02$1.78
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.00$11.4$0.24$2.82$2.58
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.00$14.0$0.08$4.15$4.07
2015Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$17.0$1.90$15.1
2014Summary only. Only limited summary data is available for this year.$3.01$0.00$2.34$0.28$2.06
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.50$0.28$0.23
2012Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.99
2011Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.24