Civic Intelligence

Data for Betterment Foundation

990PF • Fiscal year 2019 • EIN 81-0895589

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 24, 2019

Organization Profile
1083 Vine Street 210Healdsburg, CA 95448

(617) 872-8631

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets58th percentile

Assets

$50,496

No earlier filing loaded for comparison.

Net Assets

$50,496

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

$13,000

No earlier filing loaded for comparison.

Expenses

$1,918

No earlier filing loaded for comparison.

Net Income

$11,082

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2019: $50,496Liabilities 2019: $0Net Assets 2019: $50,4962019Assets 2020: $69,510Liabilities 2020: $0Net Assets 2020: $69,5102020Assets 2021: $382,016Liabilities 2021: $0Net Assets 2021: $382,0162021Assets 2022: $555,707Liabilities 2022: $0Net Assets 2022: $555,7072022Assets 2023: $579,952Liabilities 2023: $0Net Assets 2023: $579,9522023Assets 2024: $692,899Liabilities 2024: $0Net Assets 2024: $692,8992024Assets 2025: $912,375Liabilities 2025: $0Net Assets 2025: $912,3752025

Highlighted filing

2019

Assets$50,496
Liabilities$0
Net Assets$50,496
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0Revenue 2019: $13,000Expenses 2019: $1,918Net Income 2019: $11,0822019Revenue 2020: $24,000Expenses 2020: $4,986Net Income 2020: $19,0142020Revenue 2021: $315,136Expenses 2021: $2,630Net Income 2021: $312,5062021Revenue 2022: $191,004Expenses 2022: $17,311Net Income 2022: $173,6932022Revenue 2023: $32,565Expenses 2023: $8,320Net Income 2023: $24,2452023Revenue 2024: $115,583Expenses 2024: $2,628Net Income 2024: $112,9552024Revenue 2025: $256,830Expenses 2025: $38,425Net Income 2025: $218,4052025

Highlighted filing

2019

Revenue$13,000
Expenses$1,918
Net Income$11,082
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 24, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIBEL LOPEZTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Data for Betterment Foundation
EIN
81-0895589
Phone
6178728631
Address
1083 VINE STREET 210, HEALDSBURG, CA 95448

Signing Officer

Name
Maribel Lopez
Title
Trustee
Phone
4158945781
Signed
2019-10-24

Preparer

Firm
Allied Tax Planners
Address
7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer
Bradley L Haupt Ea
Phone
9252486800
Raw XML Appendix230 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.

Path#Value
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt013000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt011082
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01707
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01707
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01908
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01918
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt013000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01812
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01822
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0105
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0105
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt011082
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt050496
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt039414
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt050496
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt050496
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt039414
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt050496
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0370
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt039414
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt050496
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt039414
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt050496
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt046227
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt046227
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0693
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02277
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt045534
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt046227
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARIBEL LOPEZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01082 VINE ST 210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HEALDSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095448
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt01908
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt02345
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0437
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt01908
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt02345
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0437
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt01518
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt03626
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt01279
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt0657
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt0172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.011394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.011394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt045534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt038355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt019700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt09850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.011394
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01908
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01908
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01908
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARIBEL LOPEZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01082 VINE ST 210
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HEALDSBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095448
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06178728631
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE AT THIS TIME
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt01. WORKED WITH GOOGLE ON MAKE IT WORK VIDEO SERIES ?V=WSTYGWRIQD 2. VIDEO@CITRIX SYNERY U-TUBE/WATCH?VUQKVMF-UWWQ 3. WORKED WITH REPORTERS FOR ARTICLES ON AI + FUTURE OF WORK. 4. WORKED WITH VENTUREBEAT TRANSFORM CONFERENCE 7/10/18 ON AI IMPACT ON INDUSTRY & JOB GROWTH. CALLED VARIOUS ORGANIZATIONS OT PROVIDE FREE EVENT SPACE + CONFERENCE PLACEMENT. ALSO SECURED 8,000 FROM SPECIAL ORDER.COM A COLLECTIVE OF FILMAKERS TO WORK ON PROJECTS RELATED TO TECHNOLOGY EDUCATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01908
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ENVIRONMENTAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE LONG NOW FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02 MARINA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0FORT MASON BLG A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094123
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt096
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01908
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01908
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01908
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID CLAIR SPECIAL ORDER
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1MARIBEL LOPEZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01300 FACTORY PLACE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1969 LINDA VIEW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1HEALDSBURG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090013
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd195448
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt08000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WEBSITE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PODCAST VIDEO FOR EDUCATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4RECORDING COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0349
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1277
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2711
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3370
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0349
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1277
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2711
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3370
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIBEL LOPEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04158945781
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DATA FOR BETTERMENT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DATA
ReturnHeader/Filer/EIN0810895589
ReturnHeader/Filer/PhoneNum06178728631
ReturnHeader/Filer/USAddress/AddressLine1Txt01083 VINE STREET 210
ReturnHeader/Filer/USAddress/CityNm0HEALDSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095448
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA8C56595B2E4F48FCD41C162B7A404A65F98868
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA8C56595B2E4F48FCD41C162B7A404A65F98868
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.42.25.237
ReturnHeader/FilingSecurityInformation/IPDt02019-11-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:39:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943206957
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLIED TAX PLANNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07300 JOHNSTON ROAD SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588
ReturnHeader/PreparerPersonGrp/PhoneNum09252486800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-01T11:39:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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
$50,496
Liabilities
$0
Net assets
$50,496
Revenue
$13,000
Expenses
$1,918
Net income
$11,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$2.57$0.38$2.18
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.93$0.00$6.93$1.16$0.03$1.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.80$0.00$5.80$0.33$0.08$0.24
2022Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$1.91$0.17$1.74
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.00$3.82$3.15$0.03$3.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.24$0.05$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.13$0.02$0.11