Civic Intelligence

New Priorities Foundation

990PF • Fiscal year 2017 • EIN 91-1805939

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization Profile
127 University AvenueBerkeley, CA 94710

(510) 841-4123

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

44th percentile

0.04x

Higher debt load relative to revenue than 44% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

6th percentile

-77%

Higher net margin than 6% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

8th percentile

-14%

Faster asset growth than 8% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-9.5%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$3,037,781

Down $479,590 (-14%) from 2016

Net Assets

Down

$3,010,155

Down $480,469 (-14%) from 2016

Liabilities

Up

$27,626

Up $879 (+3.3%) from 2016

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin6th percentile

Revenue

Down

$641,104

Down $67,527 (-9.5%) from 2016

Expenses

Up

$1,132,515

Up $326,662 (+41%) from 2016

Net Income

Down

-$491,411

Down $394,189 (-405%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$15M$10M$5.0M$0Assets 2011: $2,818,339Liabilities 2011: $02011Assets 2012: $2,748,062Liabilities 2012: $02012Assets 2013: $3,937,725Liabilities 2013: $672013Assets 2014: $4,133,889Liabilities 2014: $38,957Net Assets 2014: $4,094,9322014Assets 2015: $3,619,553Liabilities 2015: $29,722Net Assets 2015: $3,589,8312015Assets 2016: $3,517,371Liabilities 2016: $26,747Net Assets 2016: $3,490,6242016Assets 2017: $3,037,781Liabilities 2017: $27,626Net Assets 2017: $3,010,1552017Assets 2018: $9,408,305Liabilities 2018: $11,782Net Assets 2018: $9,396,5232018Assets 2019: $10,820,188Liabilities 2019: $15,000Net Assets 2019: $10,805,1882019Assets 2020: $11,994,683Liabilities 2020: $0Net Assets 2020: $11,994,6832020Assets 2021: $13,713,342Liabilities 2021: $0Net Assets 2021: $13,713,3422021Assets 2022: $11,032,754Liabilities 2022: $0Net Assets 2022: $11,032,7542022Assets 2023: $12,316,500Liabilities 2023: $0Net Assets 2023: $12,316,5002023

Highlighted filing

2017

Assets$3,037,781
Liabilities$27,626
Net Assets$3,010,155
Open 2017 Filing

Operations Trend

Revenue Growth21st percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $262,012Expenses 2011: $334,332Net Income 2011: -$72,3202011Revenue 2012: $126,252Expenses 2012: $355,535Net Income 2012: -$229,2832012Revenue 2013: $1,242,196Expenses 2013: $387,408Net Income 2013: $854,7882013Revenue 2014: $2,245,603Expenses 2014: $2,237,001Net Income 2014: $8,6022014Revenue 2015: $475,568Expenses 2015: $814,781Net Income 2015: -$339,2132015Revenue 2016: $708,631Expenses 2016: $805,853Net Income 2016: -$97,2222016Revenue 2017: $641,104Expenses 2017: $1,132,515Net Income 2017: -$491,4112017Revenue 2018: $7,727,845Expenses 2018: $664,725Net Income 2018: $7,063,1202018Revenue 2019: $181,129Expenses 2019: $809,547Net Income 2019: -$628,4182019Revenue 2020: $1,076,093Expenses 2020: $460,886Net Income 2020: $615,2072020Revenue 2021: $1,802,879Expenses 2021: $676,978Net Income 2021: $1,125,9012021Revenue 2022: $602,347Expenses 2022: $593,438Net Income 2022: $8,9092022Revenue 2023: $386,346Expenses 2023: $447,065Net Income 2023: -$60,7192023

Highlighted filing

2017

Revenue$641,104
Expenses$1,132,515
Net Income-$491,411
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy G SchaubPres./DirectorPT$0--
Anne Schaub WatsonSect'Y/Director-$0--
David SchaubTreas./Director-$0--
Tim SchaubDirector-$0--
Harald LeventhalCFO-$0--
Benita KlineAsst. Secty-$0--
Filing and Contact Details

Filer

Filer Name
New Priorities Foundation
EIN
91-1805939
Phone
5108414123
Address
127 University Avenue, Berkeley, CA 94710

Signing Officer

Name
Nancy G Schaub
Title
Pres./Director
Signed
2018-11-13
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Supplemental InformationForm 990-PF, Part VII-B, Lines 1a(3) and 1a(4)Statement Regarding Activities for Which Form 4720 May Be RequiredHarald Leventhal and Benita Kline, as individuals, received no payment for serving as officers (but not as directors) of the Organization. However, both are the owners of Leventhal Kline Management, Inc., which provides a full range of management & administrative services to the Organization, including accounting, insurance and risk management, purchasing and vendor management, mailing address and phone, general administrative support, and grant management & administration. The Organization's directors approved payments of $30,485 to Leventhal Kline Management, Inc. for services during 2017.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Johnson and Johnson, 340 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1JP Morgan Chase & Co, 585 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Microsoft Corp, 845 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Home Depot Inc, 295 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Accenture PLC, 285 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Costco Wholesale Corp, 155 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6PNC Finl Services GP Inc, 310 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Prudential Financial Inc, 290 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Stryker Corp, 180 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9TJX Cos Inc, 710 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10United Parcel Service CL-B, 280 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Apple Inc, 444 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Colgate-Palmolive Co, 365 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Kimberly-Clark Corp, 235 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Ball Corp, 470 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Medtronic Inc, 410 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Snap-On Inc, 160 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Union Pacific Corp, 370 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Blackrock Inc, 70 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CVS Caremark Corp, 370 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Time Warner Inc, 335 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Visa, 395 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Discover Financial, 430 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Gilead Sciences, 335 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Illinois Tool Works, 220 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Merck, 465 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26NXP Semiconductor, 240 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27US Bancorp, 590 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm283M, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Alphabet - A Class, 83 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Cisco Systems, 845 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Citizens Financial Grp, 730 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Danaher Corp, 300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Ecolab, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Thermo Fisher Scientific, 190 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Verizon Communication, 435 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Wyndham Worldwide, 280 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Waste Management, 300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Target, 410 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Sysco, 500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40State Street Bank, 285 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Roche Holdings, 675 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42NCR, 510 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Celgene, 295 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Avery Dennison Corp, 240 Sh
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0132884
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0132884
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0136365
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03481
IRS990PF/DistributableAmountGrp/TotalTaxAmt03481
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt013535
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt017016
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt013535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03481
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03481
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt017016
IRS990PF/FMVAssetsEOYAmt03037781
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt029348
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0117883
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0334806
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0334806
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01637624
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0597337
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0154308
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0154308
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt012809
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt013261
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IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt018204
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt018204
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0258032
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt057132
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt057132
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03037781
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03037781
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt026747
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt027626
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03517371
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03037781
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03490624
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03010155
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt03490624
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt03010155
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0264787
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0120487
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0120487
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02768828
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0254578
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02514250
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt041532
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0136365
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02727296
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02768828
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Nancy G Schaub
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Anne Schaub Watson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David Schaub
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Tim Schaub
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Harald Leventhal
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Benita Kline
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres./Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sect'y/Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treas./Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Asst. Secty
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594710
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0707005
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0710486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0771080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0771284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02134142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0955566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0332248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.259233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.26621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.20280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.41014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.29951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.11751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02727296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02896525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03803139
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05203436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03190482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02827497
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01100594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.296163
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01097113
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01100594
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03481
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01100594
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,037,781
Liabilities
$27,626
Net assets
$3,010,155
Revenue
$641,104
Expenses
$1,132,515
Net income
-$491,411
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$0.00$12.3$0.39$0.45$0.06
2022Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.60$0.59$0.01
2021Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$1.80$0.68$1.13
2020Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$1.08$0.46$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.02$10.8$0.18$0.81$0.63
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.41$0.01$9.40$7.73$0.66$7.06
2017Detailed filing. Detailed filing data is available for this year.$3.04$0.03$3.01$0.64$1.13$0.49
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.03$3.49$0.71$0.81$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.62$0.03$3.59$0.48$0.81$0.34
2014Detailed filing. Detailed filing data is available for this year.$4.13$0.04$4.09$2.25$2.24$0.01
2013Summary only. Only limited summary data is available for this year.$3.94$0.00$1.24$0.39$0.85
2012Summary only. Only limited summary data is available for this year.$2.75$0.00$0.13$0.36$0.23
2011Summary only. Only limited summary data is available for this year.$2.82$0.00$0.26$0.33$0.07