Civic Intelligence

Kahle-Austin Foundation

990PF • Fiscal year 2021 • EIN 91-1816164

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
513 B Simonds LoopSan Francisco, CA 94129

(415) 931-8766

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.03x

Higher debt load relative to revenue than 18% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

93rd percentile

73%

Higher net margin than 93% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

24th percentile

2.9%

Faster asset growth than 24% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-71%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$157,284,385

Up $4,501,557 (+2.9%) from 2020

Net Assets

Up

$157,039,315

Up $7,673,580 (+5.1%) from 2020

Liabilities

Down

$245,070

Down $3,172,023 (-93%) from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin93rd percentile

Revenue

Down

$9,038,637

Down $21,609,322 (-71%) from 2020

Expenses

Down

$2,469,717

Down $5,571,037 (-69%) from 2020

Net Income

Down

$6,568,920

Down $16,038,285 (-71%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$200M$150M$100M$50M$0Assets 2011: $26,798,339Liabilities 2011: $29,0002011Assets 2012: $24,594,626Liabilities 2012: $42,5002012Assets 2013: $48,599,374Liabilities 2013: $13,2752013Assets 2014: $48,110,512Liabilities 2014: $41,005Net Assets 2014: $48,069,5072014Assets 2015: $45,637,526Liabilities 2015: $7,359Net Assets 2015: $45,630,1672015Assets 2016: $87,954,292Liabilities 2016: $63,000Net Assets 2016: $87,891,2922016Assets 2017: $109,855,882Liabilities 2017: $68,655Net Assets 2017: $109,787,2272017Assets 2018: $104,484,055Liabilities 2018: $599Net Assets 2018: $104,483,4562018Assets 2019: $119,136,757Liabilities 2019: $12019Assets 2020: $152,782,828Liabilities 2020: $3,417,093Net Assets 2020: $149,365,7352020Assets 2021: $157,284,385Liabilities 2021: $245,070Net Assets 2021: $157,039,3152021Assets 2022: $135,928,138Liabilities 2022: $32,637Net Assets 2022: $135,895,5012022Assets 2023: $147,121,537Liabilities 2023: $1,436,9752023Assets 2024: $161,785,070Liabilities 2024: $41,125Net Assets 2024: $161,743,9452024

Highlighted filing

2021

Assets$157,284,385
Liabilities$245,070
Net Assets$157,039,315
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $1,218,432Expenses 2011: $4,686,979Net Income 2011: -$3,468,5472011Revenue 2012: $1,411,575Expenses 2012: $4,005,089Net Income 2012: -$2,593,5142012Revenue 2013: $25,236,278Expenses 2013: $1,661,829Net Income 2013: $23,574,4492013Revenue 2014: $3,564,797Expenses 2014: $2,669,502Net Income 2014: $895,2952014Revenue 2015: $1,428,365Expenses 2015: $2,871,224Net Income 2015: -$1,442,8592015Revenue 2016: $42,068,166Expenses 2016: $2,185,340Net Income 2016: $39,882,8262016Revenue 2017: $26,208,048Expenses 2017: $8,055,112Net Income 2017: $18,152,9362017Revenue 2018: $6,593,262Expenses 2018: $4,633,499Net Income 2018: $1,959,7632018Revenue 2019: $22,784,241Expenses 2019: $19,848,679Net Income 2019: $2,935,5622019Revenue 2020: $30,647,959Expenses 2020: $8,040,754Net Income 2020: $22,607,2052020Revenue 2021: $9,038,637Expenses 2021: $2,469,717Net Income 2021: $6,568,9202021Revenue 2022: -$94,656Expenses 2022: $4,354,109Net Income 2022: -$4,448,7652022Revenue 2023: -$1,432,933Expenses 2023: $6,472,483Net Income 2023: -$7,905,4162023Revenue 2024: $8,900,485Expenses 2024: $1,099,053Net Income 2024: $7,801,4322024

Highlighted filing

2021

Revenue$9,038,637
Expenses$2,469,717
Net Income$6,568,920
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brewster L KahleChairman-$0--
Mary K AustinCo-Chair/Sect'Y-$0--
Jeff UboisDirector-$0--
Filing and Contact Details

Filer

Filer Name
KahleAustin Foundation
EIN
91-1816164
Phone
4159318766
Address
513 B Simonds Loop, San Francisco, CA 94129

Signing Officer

Name
Brewster L Kahle
Title
Pres & Tres
Signed
2022-11-15
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Erik Satow
Phone
4159830200
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4Microsoft 2.375% 2/12/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5Procter & Gamble Co 2.15% 8/11/2022
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7Walmart 2.35% 12/15/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8Walt Disney Co 1.65% 9/1/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9Berkshire Hathaway 2.75% 3/15/2023
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10Toyota Motor 2.25% 10/18/2023
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11Abbott Laboratories 3.4% 11/30/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12Cisco Sys 3.625% 3/4/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13Toronto Dominion Bank 3.25% 3/11/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14Bank of America 4.0% 4/1/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15JP Morgan 3.625% 5/13/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16Walmart 2.85% 7/8/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17Citigroup Inc 2.75% 4/25/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18Walt Disney Co 1.75% 8/30/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19US Bancorp 3.6% 9/11/24
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Berkshire Hathaway CL B, 12,450 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Visa Inc, 11,510 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Alphabet Inc CL C, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Bristol Myers Squibb, 46,950 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Merck & Co, 35,450 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Citigroup Inc, 40,850 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Walt Disney Co, 14,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Amgen Inc, 8,900 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Salesforce.com Inc, 14,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm910x Genomics, 8,100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AES Corp, 72,700 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Amazon Inc, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Illumina Inc, 8,100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Medtronic PLC, 27,900 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Microsoft Corp, 9,100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Netflix Inc, 5,700 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Paypal Hldgs, 11,800 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Pinterest Inc, 40,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Thermo Fischer Scientific, 5,975 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Twitter Inc, 32,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Union Pacific Corp, 10,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Workday Inc, 16,200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22AbbVie Inc, 35,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Crown Castle Intl Corp, 5,200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CVS Health Corp, 18,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Deutsche Bk AG Reg, 248,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Gilead Science, 40,700 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Johnson & Johnson, 10,700 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Mastercard Inc, 5,100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Qualcomm Inc, 27,300 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt07165040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112471462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26599856
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35331904
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt45270880
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt52646110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt62647712
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7126432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Open Library of San Francisco
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1iShares MSCI ACWI ETF, 117,900 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Vanguard Intl Equity, 107,700 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MS Alternatives
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4iShares MSCI ACWI EX US, 94,800 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Vanguard FTSE Emerg Mkt, 53,500 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Vanguard FTSE Europe ETF, 38,800 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Federated Hermes Govt 126,432.18 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt07165040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112471462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26599856
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0111409
IRS990PF/DistributableAmountGrp/TotalTaxAmt0111409
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0223591
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0111409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0420000
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IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt045070
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt07232
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt07232
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt07232
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0158844
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt017276942
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt017276942
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt079431297
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt079431297
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0149365735
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0157039315
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt031391
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt042716672
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt042259396
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt042259396
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03205863
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01010678
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0901648
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0901648
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt022893681
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt017249026
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt016928598
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0152782828
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0157284385
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0156963957
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03417093
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0245070
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0152782828
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0157284385
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0149365735
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0157039315
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0141992830
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt020092477
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0121900353
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02129892
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06993147
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0139862938
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0141992830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Morgan Stanley Private Wealth Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0702855
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Mgmt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02725 Sand Hill Road Suite 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Menlo Park
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094025
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Brewster L Kahle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Mary K Austin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jeff Ubois
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-Chair/Sect'y
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0513B Simonds Loop
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1513B Simonds Loop
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2513B Simonds Loop
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194129
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294129
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01531027
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01531027
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0true
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0true
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/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$157,284,385
Liabilities
$245,070
Net assets
$157,039,315
Revenue
$9,038,637
Expenses
$2,469,717
Net income
$6,568,920
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$162$0.04$162$8.90$1.10$7.80
2023Summary only. Only limited summary data is available for this year.$147$1.44$1.43$6.47$7.91
2022Detailed filing. Detailed filing data is available for this year.$136$0.03$136$0.09$4.35$4.45
2021Detailed filing. Detailed filing data is available for this year.$157$0.25$157$9.04$2.47$6.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$153$3.42$149$30.6$8.04$22.6
2019Summary only. Only limited summary data is available for this year.$119$0.00$22.8$19.8$2.94
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$104$0.00$104$6.59$4.63$1.96
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$110$0.07$110$26.2$8.06$18.2
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$88.0$0.06$87.9$42.1$2.19$39.9
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.6$0.01$45.6$1.43$2.87$1.44
2014Detailed filing. Detailed filing data is available for this year.$48.1$0.04$48.1$3.56$2.67$0.90
2013Summary only. Only limited summary data is available for this year.$48.6$0.01$25.2$1.66$23.6
2012Summary only. Only limited summary data is available for this year.$24.6$0.04$1.41$4.01$2.59
2011Summary only. Only limited summary data is available for this year.$26.8$0.03$1.22$4.69$3.47