Civic Intelligence

Morgan Family Foundation Inc

990PF • Fiscal year 2016 • EIN 91-2081052

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 24, 2017

Organization Profile
6130 Stoneridge Mall Road Ste 185Pleasanton, CA 94588

(925) 460-8900

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.07x

Higher debt load relative to assets than 53% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

92nd percentile

2.29x

Higher debt load relative to revenue than 92% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

2nd percentile

-451%

Higher net margin than 2% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

32nd percentile

-2.6%

Faster asset growth than 32% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-29%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$3,656,510

Down $99,107 (-2.6%) from 2015

Net Assets

Down

$3,407,752

Down $335,365 (-9.0%) from 2015

Liabilities

Up

$248,758

Up $236,258 (+1890%) from 2015

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin2nd percentile

Revenue

Down

$108,818

Down $45,433 (-29%) from 2015

Expenses

Up

$599,133

Up $239,963 (+67%) from 2015

Net Income

Down

-$490,315

Down $285,396 (-139%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $342,924Liabilities 2011: $02011Assets 2012: $117,936Liabilities 2012: $02012Assets 2013: $3,910Liabilities 2013: $02013Assets 2014: $4,217,331Liabilities 2014: $0Net Assets 2014: $4,217,3312014Assets 2015: $3,755,617Liabilities 2015: $12,500Net Assets 2015: $3,743,1172015Assets 2016: $3,656,510Liabilities 2016: $248,758Net Assets 2016: $3,407,7522016Assets 2017: $3,800,547Liabilities 2017: $231,445Net Assets 2017: $3,569,1022017Assets 2018: $3,215,630Liabilities 2018: $212,394Net Assets 2018: $3,003,2362018Assets 2019: $3,369,608Liabilities 2019: $179,550Net Assets 2019: $3,190,0582019Assets 2020: $3,220,907Liabilities 2020: $140,622Net Assets 2020: $3,080,2852020Assets 2021: $3,328,824Liabilities 2021: $43,250Net Assets 2021: $3,285,5742021Assets 2022: $2,422,737Liabilities 2022: $159,831Net Assets 2022: $2,262,9062022Assets 2023: $2,003,693Liabilities 2023: $26,086Net Assets 2023: $1,977,6082023Assets 2024: $1,787,183Liabilities 2024: $27,450Net Assets 2024: $1,759,7332024

Highlighted filing

2016

Assets$3,656,510
Liabilities$248,758
Net Assets$3,407,752
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $505,356Expenses 2011: $721,674Net Income 2011: -$216,3182011Revenue 2012: $511,802Expenses 2012: $736,790Net Income 2012: -$224,9882012Revenue 2013: $121,133Expenses 2013: $235,155Net Income 2013: -$114,0222013Revenue 2014: $6,510,829Expenses 2014: $249,209Net Income 2014: $6,261,6202014Revenue 2015: $154,251Expenses 2015: $359,170Net Income 2015: -$204,9192015Revenue 2016: $108,818Expenses 2016: $599,133Net Income 2016: -$490,3152016Revenue 2017: $115,016Expenses 2017: $328,065Net Income 2017: -$213,0492017Revenue 2018: $140,055Expenses 2018: $335,128Net Income 2018: -$195,0732018Revenue 2019: $137,949Expenses 2019: $373,289Net Income 2019: -$235,3402019Revenue 2020: -$30,458Expenses 2020: $402,215Net Income 2020: -$432,6732020Revenue 2021: $512,633Expenses 2021: $561,693Net Income 2021: -$49,0602021Revenue 2022: $7,901Expenses 2022: $593,809Net Income 2022: -$585,9082022Revenue 2023: $79,851Expenses 2023: $585,785Net Income 2023: -$505,9342023Revenue 2024: $66,169Expenses 2024: $586,743Net Income 2024: -$520,5742024

Highlighted filing

2016

Revenue$108,818
Expenses$599,133
Net Income-$490,315
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 24, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KILE MORGAN JRPresidentPT$0--
JUDY L MORGANVice President-$0--
LINDA F MORASCHCEO & Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Morgan Family Foundation Inc
EIN
91-2081052
In Care Of
% LINDA MORASCH
Phone
9254608900
Address
6130 Stoneridge Mall Road Ste 185, PLEASANTON, CA 94588

Signing Officer

Name
Linda Morasch
Title
Secretary/treasurer
Phone
9254608900
Signed
2017-08-24
Discuss with paid preparer
Yes

Preparer

Firm
Krutilla & Associates Inc
Address
350 N WIGET LANE STE 150, WALNUT CREEK, CA 94598
Preparer
Jennifer Lundberg
Phone
9259415440
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-36
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-1147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-3217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-2028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-1432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt182478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-12638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt034565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt138757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt241397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt337522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt45000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt55000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt849838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt910125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt104908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1251592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt145000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt154980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1634906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt179837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1824692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1915000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2074862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ISHARES MSCI SPAIN INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ISHARES MSCI ITALY INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ISHARES S&P 500 INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ISHA CURR HEDGED MSCI EAFE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VANGUARD INTM-TERM TREAS-ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ARTISAN INTL SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ASHMORE EMERG MKTS CR DB-INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7FID ADV EMER MKTS INC-CL I 607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ISHARES IBOXX $INV GR CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ISHARES TR S & P MIDCAP 400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ISHARES TR SMALL CAP 600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11MERGER FUND-INST #301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12PUTNAM FLOATING RATE INC FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13SPDR DJ WILSHIRE INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14TEMPLETON GLOBAL BOND FD-ADV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15E-TRACS ALERIAN MLP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16VANGUARD BD INDEX FD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17VANGUARD EUROPEAN ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18VANGUARD REIT VIPER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19WFA EMER MKTS EQTY INC-I #3166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20WISDOMTREE INTL HEDGED EQ FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172015-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-15457
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-490315
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0154950
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03407752
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03743117
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03407752
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0167339
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0167339
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0167339
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0168922
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01583
IRS990PF/DistributableAmountGrp/TotalTaxAmt01583
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0551
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01583
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0551
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01583
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01583
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02134
IRS990PF/FMVAssetsEOYAmt03656510
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt012500
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt09821
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01086849
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01037909
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01037909
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01888489
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01913909
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01913909
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0235986
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01030
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01400
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01400
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0660356
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0666384
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0666384
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02951
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03743117
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03407752
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0118893
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt036908
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt036908
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03755617
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03656510
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03656510
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt012500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0248758
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03755617
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03656510
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03743117
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03407752
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03429887
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt061734
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03368153
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt051448
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0168922
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03378439
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03429887
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KILE MORGAN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUDY L MORGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LINDA F MORASCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CEO & SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06130 Stoneridge Mall Road Ste 185
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16130 Stoneridge Mall Road Ste 185
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26130 Stoneridge Mall Road Ste 185
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PLEASANTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PLEASANTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PLEASANTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094588
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194588
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294588
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt05276976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05277767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0339233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0248705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0233038
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0734838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0717482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt01.561957
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.083589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.119633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt03.401369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt02.676762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt01.528434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03378439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04058341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02078908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt068513
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0274525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0469423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0339732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt07.809787
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0339732
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0339732
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0339732
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,656,510
Liabilities
$248,758
Net assets
$3,407,752
Revenue
$108,818
Expenses
$599,133
Net income
-$490,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.03$1.76$0.07$0.59$0.52
2023Detailed filing. Detailed filing data is available for this year.$2.00$0.03$1.98$0.08$0.59$0.51
2022Detailed filing. Detailed filing data is available for this year.$2.42$0.16$2.26$0.01$0.59$0.59
2021Detailed filing. Detailed filing data is available for this year.$3.33$0.04$3.29$0.51$0.56$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.22$0.14$3.08$0.03$0.40$0.43
2019Detailed filing. Detailed filing data is available for this year.$3.37$0.18$3.19$0.14$0.37$0.24
2018Detailed filing. Detailed filing data is available for this year.$3.22$0.21$3.00$0.14$0.34$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.80$0.23$3.57$0.12$0.33$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.66$0.25$3.41$0.11$0.60$0.49
2015Detailed filing. Detailed filing data is available for this year.$3.76$0.01$3.74$0.15$0.36$0.20
2014Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$6.51$0.25$6.26
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.12$0.24$0.11
2012Summary only. Only limited summary data is available for this year.$0.12$0.00$0.51$0.74$0.22
2011Summary only. Only limited summary data is available for this year.$0.34$0.00$0.51$0.72$0.22