Civic Intelligence

The Whittier Educational Foundation

990PF • Fiscal year 2019 • EIN 77-0525014

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

Organization Profile
3060 El Cerrito Plaza 160El Cerrito, CA 94530

(510) 528-7086

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

41st percentile

0.02x

Higher debt load relative to revenue than 41% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

6th percentile

-98%

Higher net margin than 6% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

12th percentile

-8.6%

Faster asset growth than 12% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-23%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$2,900,322

Down $273,192 (-8.6%) from 2018

Net Assets

Down

$2,895,853

Down $267,928 (-8.5%) from 2018

Liabilities

Down

$4,469

Down $5,264 (-54%) from 2018

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin6th percentile

Revenue

Down

$274,475

Down $81,446 (-23%) from 2018

Expenses

Down

$542,403

Down $13,606 (-2.4%) from 2018

Net Income

Down

-$267,928

Down $67,840 (-34%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$10M$5.0M$0Assets 2011: $9,444,382Liabilities 2011: $25,339Net Assets 2011: $9,419,0432011Assets 2012: $9,227,838Liabilities 2012: $346,531Net Assets 2012: $8,881,3072012Assets 2013: $9,796,429Liabilities 2013: $393,387Net Assets 2013: $9,403,0422013Assets 2014: $7,871,880Liabilities 2014: $18,896Net Assets 2014: $7,852,9842014Assets 2015: $4,960,046Liabilities 2015: $8,982Net Assets 2015: $4,951,0642015Assets 2016: $3,882,063Liabilities 2016: $6,452Net Assets 2016: $3,875,6112016Assets 2017: $3,369,526Liabilities 2017: $5,657Net Assets 2017: $3,363,8692017Assets 2018: $3,173,514Liabilities 2018: $9,733Net Assets 2018: $3,163,7812018Assets 2019: $2,900,322Liabilities 2019: $4,469Net Assets 2019: $2,895,8532019Assets 2020: $2,519,390Liabilities 2020: $2,699Net Assets 2020: $2,516,6912020Assets 2021: $2,766,146Liabilities 2021: $1,155Net Assets 2021: $2,764,9912021Assets 2022: $4,032,436Liabilities 2022: $1,891Net Assets 2022: $4,030,5452022Assets 2023: $3,623,050Liabilities 2023: $2,759Net Assets 2023: $3,620,2912023Assets 2024: $3,738,097Liabilities 2024: $378Net Assets 2024: $3,737,7192024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2019

Assets$2,900,322
Liabilities$4,469
Net Assets$2,895,853
Open 2019 Filing

Operations Trend

Revenue Growth16th percentile

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

$2.0M$0-$2.0M-$4.0MExpenses 2011: $452,9362011Expenses 2012: $487,4682012Expenses 2013: $473,0142013Revenue 2014: $1,003,074Expenses 2014: $544,628Net Income 2014: $458,4462014Revenue 2015: -$2,653,001Expenses 2015: $586,263Net Income 2015: -$3,239,2642015Revenue 2016: -$82,457Expenses 2016: $992,996Net Income 2016: -$1,075,4532016Revenue 2017: $60,944Expenses 2017: $572,686Net Income 2017: -$511,7422017Revenue 2018: $355,921Expenses 2018: $556,009Net Income 2018: -$200,0882018Revenue 2019: $274,475Expenses 2019: $542,403Net Income 2019: -$267,9282019Revenue 2020: $66,579Expenses 2020: $445,741Net Income 2020: -$379,1622020Revenue 2021: $556,273Expenses 2021: $307,973Net Income 2021: $248,3002021Revenue 2022: $1,725,686Expenses 2022: $460,132Net Income 2022: $1,265,5542022Revenue 2023: -$104,774Expenses 2023: $305,480Net Income 2023: -$410,2542023Revenue 2024: $164,216Expenses 2024: $46,788Net Income 2024: $117,4282024Revenue 2025: $97,745Expenses 2025: $205,338Net Income 2025: -$107,5932025

Highlighted filing

2019

Revenue$274,475
Expenses$542,403
Net Income-$267,928
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD J WHITTIERChairman/PresidentPT$0--
ELLEN FINGERHUT WHITTIERCFO/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Whittier Educational Foundation
EIN
77-0525014
Phone
5105287086
Address
3060 EL CERRITO PLAZA 160, EL CERRITO, CA 94530

Signing Officer

Name
Ronald J Whittier
Title
Chairman
Phone
5105287086
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Mowat Mackie & Anderson Llp
Address
1999 HARRISON STREET SUITE 1500, OAKLAND, CA 94612-3577
Preparer
Karen E Wilson
Phone
5108931120
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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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-31851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2149714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt311682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-9345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt63530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt717100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt837200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt98750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1011660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt117843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt123387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1310800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-1180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2180314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt311682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4327000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt56825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6345000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt717100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt837200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt98750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1011660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12355000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1310800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1410480
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/PropertyDesc0PUT WYNN RESORTS LTD DUE 12/21/18 170.000 -20 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CALL AMAZON.COM INC DUE 01/18/19 2000.000 -1 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AMAZON.COM INC 100 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUT APPLE INC DUE 11/16/18/180.000 -18 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4UNITED STATES TREAS BILL DUE 11/15/18 327000 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CALL YUM! BRANDS INC DUE 01/18/19 85.000 -21 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6UNITED STATES TREAS BILL DUE 12/20/18 345000 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CALL ALPHABET INC CL C DUE 01/18/19 1240.000 -3 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CALL AMAZON.COM INC DUE 01/18/19 2000.000 -4 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CALL BANK OF AMER CORP DUE 01/18/19 32.000 -70 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CALL JPMORGAN CHASE & CO DUE 01/18/19 115.000 -20 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CALL WELLS FARGO & CO NE DUE 01/18/19 60.000 -31 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12UNITED STATES TREAS BILL DUE 01/24/19 355000 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CALL ALPHABET INC CL C DUE 06/21/19 1240.000 -3 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CALL FACEBOOK CL A DUE 06/21/19 185.000 -20 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0225995
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt076281
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-267928
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02895853
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03163781
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02895853
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06520
IRS990PF/FMVAssetsEOYAmt04105539
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt09733
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt04469
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt04000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0837563
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0669892
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0669892
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02323816
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02226006
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03431223
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt044741
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt044741
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0635
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt07500
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt04424
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt04424
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03173514
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02900322
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04105539
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt09733
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04469
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03173514
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02900322
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03163781
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02895853
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt03163781
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02895853
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04190043
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0590499
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03599544
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt062851
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0206360
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04127192
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04190043
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt077685
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt171808
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0CHRISTOPHER MERRIDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1MARGARET FRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0DIRECTOR OF OPERATIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1OFFICE MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt03060 EL CERRITO PLAZA 160
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt13060 EL CERRITO PLAZA 160
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0EL CERRITO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1EL CERRITO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd194530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RONALD J WHITTIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELLEN FINGERHUT WHITTIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN/PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03060 EL CERRITO PLAZA 160
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13060 EL CERRITO PLAZA 160
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0EL CERRITO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1EL CERRITO

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,900,322
Liabilities
$4,469
Net assets
$2,895,853
Revenue
$274,475
Expenses
$542,403
Net income
-$267,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.10$0.21$0.11
2024Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.16$0.05$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.10$0.31$0.41
2022Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$1.73$0.46$1.27
2021Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.76$0.56$0.31$0.25
2020Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.07$0.45$0.38
2019Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.27$0.54$0.27
2018Detailed filing. Detailed filing data is available for this year.$3.17$0.01$3.16$0.36$0.56$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.37$0.01$3.36$0.06$0.57$0.51
2016Detailed filing. Detailed filing data is available for this year.$3.88$0.01$3.88$0.08$0.99$1.08
2015Detailed filing. Detailed filing data is available for this year.$4.96$0.01$4.95$2.65$0.59$3.24
2014Detailed filing. Detailed filing data is available for this year.$7.87$0.02$7.85$1.00$0.54$0.46
2013Detailed filing. Detailed filing data is available for this year.$9.80$0.39$9.40$0.47
2012Detailed filing. Detailed filing data is available for this year.$9.23$0.35$8.88$0.49
2011Detailed filing. Detailed filing data is available for this year.$9.44$0.03$9.42$0.45