Civic Intelligence

The Blue Oak Charitable Fund

990PF • Fiscal year 2019 • EIN 91-1897170

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 30, 2020

Organization Profile
PO Box 818Middletown, CA 95461

(707) 355-0658

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

3rd percentile

-230%

Higher net margin than 3% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$3,150

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

14th percentile

-5.8%

Faster asset growth than 14% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$9,635,497

Down $590,025 (-5.8%) from 2018

Net Assets

Down

$9,635,497

Down $590,025 (-5.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin3rd percentile

Revenue

Down

$256,206

Down $2,750,306 (-91%) from 2018

Expenses

Down

$846,231

Down $19,624 (-2.3%) from 2018

Net Income

Down

-$590,025

Down $2,730,682 (-128%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$30M$20M$10M$0Assets 2011: $5,474,048Liabilities 2011: $02011Assets 2012: $5,368,015Liabilities 2012: $0Net Assets 2012: $5,368,0152012Assets 2013: $5,464,805Liabilities 2013: $0Net Assets 2013: $5,464,8052013Assets 2014: $5,385,277Liabilities 2014: $0Net Assets 2014: $5,385,2772014Assets 2015: $5,460,959Liabilities 2015: $0Net Assets 2015: $5,460,9592015Assets 2016: $19,532,711Liabilities 2016: $0Net Assets 2016: $19,532,7112016Assets 2017: $28,321,518Liabilities 2017: $0Net Assets 2017: $28,321,5182017Assets 2018: $10,225,522Liabilities 2018: $0Net Assets 2018: $10,225,5222018Assets 2019: $9,635,497Liabilities 2019: $0Net Assets 2019: $9,635,4972019Assets 2020: $9,164,365Liabilities 2020: $0Net Assets 2020: $9,164,3652020Assets 2021: $9,209,105Liabilities 2021: $0Net Assets 2021: $9,209,1052021Assets 2022: $8,871,965Liabilities 2022: $0Net Assets 2022: $8,871,9652022Assets 2023: $8,787,433Liabilities 2023: $12023Assets 2024: $8,768,999Liabilities 2024: $0Net Assets 2024: $8,768,9992024

Highlighted filing

2019

Assets$9,635,497
Liabilities$0
Net Assets$9,635,497
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $254,130Expenses 2011: $344,058Net Income 2011: -$89,9282011Expenses 2012: $347,7372012Revenue 2013: $460,460Expenses 2013: $363,670Net Income 2013: $96,7902013Revenue 2014: $309,136Expenses 2014: $388,664Net Income 2014: -$79,5282014Revenue 2015: $477,141Expenses 2015: $401,459Net Income 2015: $75,6822015Revenue 2016: $14,670,231Expenses 2016: $601,447Net Income 2016: $14,068,7842016Revenue 2017: $10,724,757Expenses 2017: $1,763,293Net Income 2017: $8,961,4642017Revenue 2018: $3,006,512Expenses 2018: $865,855Net Income 2018: $2,140,6572018Revenue 2019: $256,206Expenses 2019: $846,231Net Income 2019: -$590,0252019Revenue 2020: $238,125Expenses 2020: $709,257Net Income 2020: -$471,1322020Revenue 2021: $660,448Expenses 2021: $615,708Net Income 2021: $44,7402021Revenue 2022: $245,086Expenses 2022: $582,226Net Income 2022: -$337,1402022Revenue 2023: $326,356Expenses 2023: $410,888Net Income 2023: -$84,5322023Revenue 2024: $396,360Expenses 2024: $414,794Net Income 2024: -$18,4342024

Highlighted filing

2019

Revenue$256,206
Expenses$846,231
Net Income-$590,025
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 30, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA BOTTOMSPresident-$3,150-$3,150
JOSE CONTRERASDirector-$3,150-$3,150
DALE BOTTOMSSec/Treas-$1,575-$1,575
Filing and Contact Details

Filer

Filer Name
The Blue Oak Charitable Fund
EIN
91-1897170
Phone
7073550658
Address
PO BOX 818, MIDDLETOWN, CA 95461

Signing Officer

Name
Dale Bottoms
Title
Treasurer
Signed
2020-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Spiteri Narasky & Daley LLP
Address
1024 Country Club Dr, Moraga, CA 94556
Preparer
Thomas C Daley
Phone
9253762195
Raw XML AppendixShowing 400 of 512 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc023000 ALLY BK 1.3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1225000 ALLY BK 1.55
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25000 AMERN ST BK 1.35
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc321000 BMW BK N AMER 1.35
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc415000 CAP ONE NA 1.35
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc545000 COMENITY CAP 1.2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6220000 EVERBANK 1.55
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc78000 FIRST BANK PR 1.3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc82000 KS BK IN C 1.15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc92000 LCA BK CORP 1.25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc103000 MARLIN BUS BK 1.1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1110000 MEDALLIN BK 1.2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12248000 MIDLAND STS 1.4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1335000 OLD MO BK 1.55
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1486000 TOUCHMK NB 1.3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc158000 UBS BK USA 1.2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc165000 WEX BK 1.1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17140000 WHITNEY BK 1.65
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18100000 ZB NA 1.4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1948000 GOLDMAN SACHS BK USANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20100000 LAKE CITY BK WARSAW IND CD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21100000 PEOPLES UNITED BANK CD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22249000 WELLS FARGO BANK NTAL ASSN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23100000 WHITNEY BK GULFPORT MS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202019-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212019-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222019-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232019-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02158
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-590025
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09635497
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010225522
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09635497
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0555378
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0555378
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0555378
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0557940
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02562
IRS990PF/DistributableAmountGrp/TotalTaxAmt02562
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07695
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010257
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02562
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07695
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02562
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02562
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010257
IRS990PF/FMVAssetsEOYAmt011280292
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0109040
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt032334
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt032334
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06778699
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06447860
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt06574870
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02543335
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02541711
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04058801
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt010225522
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09635497
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0794448
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0311662
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0311663
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010225522
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09635497
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011280292
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010225522
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09635497
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010225522
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09635497
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0301930
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0302624
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011328728
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt090056
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011238672
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0169931
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0557940
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011158797
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011328728
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt11575
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt23150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DEBRA BOTTOMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DALE BOTTOMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOSE CONTRERAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec/Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 818
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18705 NEW MOUNTAIN WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 818
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MIDDLETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LAS VEGAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MIDDLETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095461
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd189123
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd295461
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0633998
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0636560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0793143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01683775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0565654
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0372620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0358509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.056816
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.06734
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05430
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05476
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt011158797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt011778714
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt030800440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt010417668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06804294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06762566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0810186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.284078
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0807624
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0810186
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02562
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0810186
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08705 MOUNTAIN WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LAS VEGAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NV
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd089123
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DALE BOTTOMS
IRS990PF/StatementsRegardingActyGrp/PhoneNum07022695766
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FUND ONLY MAKES CASH DONATIONS TO 501(C)(3) ORGANIZATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0810186
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,635,497
Liabilities
$0
Net assets
$9,635,497
Revenue
$256,206
Expenses
$846,231
Net income
-$590,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.77$0.00$8.77$0.40$0.41$0.02
2023Summary only. Only limited summary data is available for this year.$8.79$0.00$0.33$0.41$0.08
2022Detailed filing. Detailed filing data is available for this year.$8.87$0.00$8.87$0.25$0.58$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.21$0.00$9.21$0.66$0.62$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.16$0.00$9.16$0.24$0.71$0.47
2019Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$0.26$0.85$0.59
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.00$10.2$3.01$0.87$2.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.3$0.00$28.3$10.7$1.76$8.96
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$0.00$19.5$14.7$0.60$14.1
2015Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.48$0.40$0.08
2014Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.31$0.39$0.08
2013Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.46$0.36$0.10
2012Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.35
2011Summary only. Only limited summary data is available for this year.$5.47$0.00$0.25$0.34$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $5M-$10M nonprofits