Civic Intelligence

Armrod Charitable Foundation

990PF • Fiscal year 2021 • EIN 68-0370503

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

Organization Profile
4020 Sierra College Blvd 200Rocklin, CA 95677

(916) 624-6200

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

34th percentile

5.1%

Higher net margin than 34% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

26th percentile

0.3%

Faster asset growth than 26% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

104%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,619,268

Up $21,648 (+0.3%) from 2020

Net Assets

$7,619,268

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin34th percentile

Revenue

Up

$424,987

Up $216,350 (+104%) from 2020

Expenses

Down

$403,254

Down $506,062 (-56%) from 2020

Net Income

Up

$21,733

Up $722,412 (+103%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2021

Assets$7,619,268
Liabilities$0
Net Assets$7,619,268
Open 2021 Filing

Operations Trend

Revenue Growth84th 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

2021

Revenue$424,987
Expenses$403,254
Net Income$21,733
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

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

Filer

Filer Name
Armrod Charitable Foundation
EIN
68-0370503
Phone
9166246200
Address
4020 SIERRA COLLEGE BLVD 200, ROCKLIN, CA 95677

Signing Officer

Name
Martin A Harmon
Title
President
Signed
2022-11-08
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
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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/BondNm11HUSKY ENERGY INC - 200,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12KROGER CO - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13LINCOLN NATIONAL CORP - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14MASTERCARD INC - 150,000 SHS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17NORTHERN TRUST CORP - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18ORACLE CORP - 200,000 SHS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21REALTY INCOME CORP - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22ROSS STORES INC - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23SOUTHWEST AIRLINES CO - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24STATE STREET CORP - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25TOYOTA MOTOR CREDIT CORP - 300,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26UNITED PARCEL SERVICE - 200,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27US BANKCORP - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28VODAFONE GROUP PLC - 200,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29WESTPAC BANKING CORP - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30TORONO-DOMINION BANK - 50,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31TRUIST FINANCIAL CORP - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32VISA INC - 50,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33APPLE INC - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34AUTOMATIC DATA PROCESSING - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35BP CAP MARKETS AMERICA - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm36CANADIAN IMPERIAL BANK - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm37CHARLES SCHWAB CORP - 50,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm38COMCAST CORP - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm39EMERSON ELECTRIC CO - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm40EQUINIX INC - 10,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm41GLOBAL PAYMENTS INC - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm42JPMOGAN CHASE & CO - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm43NOVARTIS CAPITAL CORP - 75,000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm44PAYPAL HOLDINGS INC - 75,000 SHS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm51UNITEDHEALTH GROUP INC - 100,000 SHS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0205359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1200350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2203012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3150681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4200696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5210740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6199704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7149391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8149144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9199990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10199590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-20359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt213006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt53708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1178375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12189243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-20359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt213006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt53708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1178375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12189243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0185000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1206572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2216018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5214448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7150147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1178375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12189243
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/PropertyDesc02900 WHITE ADLER COURT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1200,000 SHS VODAONE GROUP PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2200,000 SHS COCA-COLA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3150,000 SHS WESTPAC BANKING CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4200,000 SHS CISCO SYSTEMS INCL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5200,000 SHS HUSKY ENERGY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6200,000 SHS ORACLE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7150,000 SHS ANALOG DEVICES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8150,000 SHS MASTERCARD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9200,000 SHS HONEYWELL INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10200,000 SHS PROCTER & GAMBLE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SOLAMERE K-1 FLOW THROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12GI PARTNERS -1 FLOW THROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0271146
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt021733
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt085
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07619353
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07597620
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07619268
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0380580
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0380580
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0380580
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0385825
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05245
IRS990PF/DistributableAmountGrp/TotalTaxAmt05245
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05554
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05245
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05245
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05245
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05554
IRS990PF/FMVAssetsEOYAmt08420712
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0107469
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01255
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01255
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04958609
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04978202
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05027507
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0198317
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0198317
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0205709
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt07597620
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt07619268
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0960682
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01260004
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02002328
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0309
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0309
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0736392
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0695178
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0695178
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07597620
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07619268
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08420712
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07597620
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07619268
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07597620
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07619268
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0436151
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0486003
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0488426
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07834011
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0692024
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05829195
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0117510
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01312792
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0385825
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07716501
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07834011
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/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
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/PersonNm4ALLISON MURPHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04020 SIERRA COLLEGE BLVD 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14020 SIERRA COLLEGE BLVD 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24020 SIERRA COLLEGE BLVD 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34020 SIERRA COLLEGE BLVD 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44020 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/CityNm4ROCKLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,619,268
Liabilities
$0
Net assets
$7,619,268
Revenue
$424,987
Expenses
$403,254
Net income
$21,733
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
2021Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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