Civic Intelligence

The Mel and Grace Mclean Foundation

990PF • Fiscal year 2016 • EIN 68-0400603

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profile
1336 Main StreetFortuna, CA 95540

(707) 725-1722

Siviq Scores

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

Liabilities / Assets

25th percentile

0.03x

Higher debt load relative to assets than 25% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.39x

Higher debt load relative to revenue than 56% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

78th percentile

18%

Higher net margin than 78% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

28th percentile

$125,389

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

56th percentile

3.8%

Faster asset growth than 56% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

28%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$44,117,607

Up $1,602,833 (+3.8%) from 2015

Net Assets

Up

$42,970,841

Up $896,314 (+2.1%) from 2015

Liabilities

Up

$1,146,766

Up $706,519 (+160%) from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin78th percentile

Revenue

Up

$2,909,338

Up $634,259 (+28%) from 2015

Expenses

Up

$2,376,765

Up $144,791 (+6.5%) from 2015

Net Income

Up

$532,573

Up $489,468 (+1136%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$60M$40M$20M$0Assets 2011: $26,523,647Liabilities 2011: $502,1182011Assets 2012: $26,992,842Liabilities 2012: $3,1362012Assets 2013: $30,894,478Liabilities 2013: $1,5262013Assets 2014: $32,285,871Liabilities 2014: $1,662Net Assets 2014: $32,284,2092014Assets 2015: $42,514,774Liabilities 2015: $440,247Net Assets 2015: $42,074,5272015Assets 2016: $44,117,607Liabilities 2016: $1,146,766Net Assets 2016: $42,970,8412016Assets 2017: $48,433,983Liabilities 2017: $1,804,506Net Assets 2017: $46,629,4772017Assets 2018: $45,169,915Liabilities 2018: $942,982Net Assets 2018: $44,226,9332018Assets 2019: $53,554,361Liabilities 2019: $5,213,290Net Assets 2019: $48,341,0712019Assets 2020: $54,901,971Liabilities 2020: $3,984,174Net Assets 2020: $50,917,7972020Assets 2021: $37,369,286Liabilities 2021: $3,801,766Net Assets 2021: $33,567,5202021Assets 2022: $30,087,892Liabilities 2022: $3,800,214Net Assets 2022: $26,287,6782022Assets 2023: $32,187,198Liabilities 2023: $4,047,548Net Assets 2023: $28,139,6502023Assets 2024: $33,478,003Liabilities 2024: $3,810,771Net Assets 2024: $29,667,2322024

Highlighted filing

2016

Assets$44,117,607
Liabilities$1,146,766
Net Assets$42,970,841
Open 2016 Filing

Operations Trend

Revenue Growth86th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,262,123Expenses 2011: $964,436Net Income 2011: $297,6872011Revenue 2012: $374,307Expenses 2012: $1,366,864Net Income 2012: -$992,5572012Revenue 2013: $1,196,574Expenses 2013: $692,921Net Income 2013: $503,6532013Revenue 2014: $2,101,500Expenses 2014: $1,194,758Net Income 2014: $906,7422014Revenue 2015: $2,275,079Expenses 2015: $2,231,974Net Income 2015: $43,1052015Revenue 2016: $2,909,338Expenses 2016: $2,376,765Net Income 2016: $532,5732016Revenue 2017: $3,885,645Expenses 2017: $1,845,721Net Income 2017: $2,039,9242017Revenue 2018: $2,785,021Expenses 2018: $1,393,562Net Income 2018: $1,391,4592018Revenue 2019: $1,166,736Expenses 2019: $1,135,243Net Income 2019: $31,4932019Revenue 2020: $3,378,141Expenses 2020: $1,521,612Net Income 2020: $1,856,5292020Revenue 2021: $2,629,713Expenses 2021: $1,154,750Net Income 2021: $1,474,9632021Revenue 2022: $575,195Expenses 2022: $1,878,920Net Income 2022: -$1,303,7252022Revenue 2023: $1,058,852Expenses 2023: $2,307,141Net Income 2023: -$1,248,2892023Revenue 2024: $2,891,318Expenses 2024: $1,938,274Net Income 2024: $953,0442024

Highlighted filing

2016

Revenue$2,909,338
Expenses$2,376,765
Net Income$532,573
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dennis ScottPresident & CEOPT$124,667$722$125,389
Walt GiacominiAt LargePT$5,550$2,525$8,075
Jon SapperSecretaryPT$5,563$2,029$7,592
Tiara BrownCFOPT$5,400$1,392$6,792
Erin DunnAt LargePT$6,250$330$6,580
Jennifer BudwigCFOPT$5,875-$5,875
Filing and Contact Details

Filer

Filer Name
The Mel and Grace McLean Foundation
EIN
68-0400603
Phone
7077251722
Address
1336 Main Street, Fortuna, CA 95540

Signing Officer

Name
Dennis Scott
Title
President & CEO
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
AndersonLucasSomervilleEtal
Address
1338 Main Street, Fortuna, CA 95540
Preparer
Keith D Borges
Phone
7077254442
Raw XML AppendixShowing 400 of 778 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/PropertyDesc0OFFICE LEASEHOLD IMPR.
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1Conference Room Remodel
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Printer-Brother
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3File Cabinet
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4Copier/Printer/scanner/fa
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7Laptop - Sabrina
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-47989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1310447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2645835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4951407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0763874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13189618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22533000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3227509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt45925329
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/PropertyDesc0schwab-ST covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1vanguard-LT covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Sale of land (all)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3schwab-LT noncovered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4schwab - LT covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Software
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Wash Sale
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01858760
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-49098
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0532573
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt025561
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0389302
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt042996402
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt042074527
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt042970841
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01997732
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01997732
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01997732
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02023133
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt025401
IRS990PF/DistributableAmountGrp/TotalTaxAmt025401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt012792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt038186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt025401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt025401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt025401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt038193
IRS990PF/FMVAssetsEOYAmt044117609
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt08589
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt011222
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt02489
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0762
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt02489
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt02489
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt07939704
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt07221309
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt07221309
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt023466090
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt022241271
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt022241271
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt052895
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt085196
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt023796
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt032301
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt032301
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt06493272
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt05893730
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt05893730
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01223797
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02434727
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02434727
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01129652
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01208808
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01208808
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0431658
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01135544
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt012792
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt012794
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02031925
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04864973
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04864973
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt042514774
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt044117607
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt044117609
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0440247
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01146766
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt042514774
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt044117607
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt042074527
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt042970841
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt042074527
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt042970841
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0205576
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0205007
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0205007
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt041078836
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02590346
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt031623939
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0616183
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt06864551
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02023133
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt040462653
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt041078836
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt032.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt124.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt224.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt050708
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1432
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt223519
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt31875
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt0650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Denise L Marshall
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1Dawn M Watkins
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2Lauren E Correll
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3Becky Giacomini
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1Admin. Assistant
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2Admin. Assistant
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3clerk
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt02144 Skylark Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt11400 Main St A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt21727 Clara Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt32370 Rio Vista Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Fortuna
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Ferndale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2Fortuna
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3Rio Dell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd095540
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd195536
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd295540
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd395562
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Atlantic Trust
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1The Harland Law Firm
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0100580
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt154560
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt256925
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt365127
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0Sabrina De Lashmutt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm1Judy Harrison
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Service
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Legal
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Consulting
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3Consulting
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt024088 Network Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1622 H Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2301 9th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3P O Box 394
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Chicago

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,117,607
Liabilities
$1,146,766
Net assets
$42,970,841
Revenue
$2,909,338
Expenses
$2,376,765
Net income
$532,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.5$3.81$29.7$2.89$1.94$0.95
2023Detailed filing. Detailed filing data is available for this year.$32.2$4.05$28.1$1.06$2.31$1.25
2022Detailed filing. Detailed filing data is available for this year.$30.1$3.80$26.3$0.58$1.88$1.30
2021Detailed filing. Detailed filing data is available for this year.$37.4$3.80$33.6$2.63$1.15$1.47
2020Detailed filing. Detailed filing data is available for this year.$54.9$3.98$50.9$3.38$1.52$1.86
2019Detailed filing. Detailed filing data is available for this year.$53.6$5.21$48.3$1.17$1.14$0.03
2018Detailed filing. Detailed filing data is available for this year.$45.2$0.94$44.2$2.79$1.39$1.39
2017Detailed filing. Detailed filing data is available for this year.$48.4$1.80$46.6$3.89$1.85$2.04
2016Detailed filing. Detailed filing data is available for this year.$44.1$1.15$43.0$2.91$2.38$0.53
2015Detailed filing. Detailed filing data is available for this year.$42.5$0.44$42.1$2.28$2.23$0.04
2014Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$2.10$1.19$0.91
2013Summary only. Only limited summary data is available for this year.$30.9$0.00$1.20$0.69$0.50
2012Summary only. Only limited summary data is available for this year.$27.0$0.00$0.37$1.37$0.99
2011Summary only. Only limited summary data is available for this year.$26.5$0.50$1.26$0.96$0.30