Civic Intelligence

Erik E and Edith H Bergstrom Foundation a Charitable Trust

990PF • Fiscal year 2021 • EIN 91-2155835

Oct 01, 2020 to Sep 30, 2021 • Filed on Feb 21, 2022

Organization Profile
PO Box 520Palo Alto, CA 94302-0520

(650) 323-0596

Siviq Scores

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

Liabilities / Assets

29th percentile

0.03x

Higher debt load relative to assets than 29% of similar nonprofits.

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

Liabilities / Revenue

62nd percentile

0.65x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

16th percentile

-3.1%

Higher net margin than 16% of similar nonprofits.

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

Top Officer Pay

14th percentile

$30,000

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

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

Asset Growth

81st percentile

23%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

10th percentile

-18%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$225,321,500

Up $42,492,399 (+23%) from 2020

Net Assets

Up

$218,326,760

Up $42,340,389 (+24%) from 2020

Liabilities

Up

$6,994,740

Up $152,010 (+2.2%) from 2020

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin16th percentile

Revenue

Down

$10,834,938

Down $2,315,513 (-18%) from 2020

Expenses

Up

$11,174,667

Up $2,787,618 (+33%) from 2020

Net Income

Down

-$339,729

Down $5,103,131 (-107%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$300M$200M$100M$0Assets 2011: $63,541,084Liabilities 2011: $17,284,4032011Assets 2012: $77,525,527Liabilities 2012: $16,060,2472012Assets 2013: $80,890,822Liabilities 2013: $9,103,1092013Assets 2014: $93,270,896Liabilities 2014: $8,233,9312014Assets 2015: $92,356,237Liabilities 2015: $7,638,224Net Assets 2015: $84,718,0132015Assets 2016: $99,605,326Liabilities 2016: $7,802,319Net Assets 2016: $91,803,0072016Assets 2017: $115,799,969Liabilities 2017: $5,004,969Net Assets 2017: $110,795,0002017Assets 2018: $128,467,536Liabilities 2018: $6,841,740Net Assets 2018: $121,625,7962018Assets 2019: $175,816,206Liabilities 2019: $7,210,811Net Assets 2019: $168,605,3952019Assets 2020: $182,829,101Liabilities 2020: $6,842,730Net Assets 2020: $175,986,3712020Assets 2021: $225,321,500Liabilities 2021: $6,994,740Net Assets 2021: $218,326,7602021Assets 2022: $182,208,855Liabilities 2022: $5,206,530Net Assets 2022: $177,002,3252022Assets 2023: $203,401,314Liabilities 2023: $8,735,825Net Assets 2023: $194,665,4892023Assets 2024: $256,021,047Liabilities 2024: $10,146,162Net Assets 2024: $245,874,8852024

Highlighted filing

2021

Assets$225,321,500
Liabilities$6,994,740
Net Assets$218,326,760
Open 2021 Filing

Operations Trend

Revenue Growth10th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $2,604,676Expenses 2011: $2,254,177Net Income 2011: $350,4992011Revenue 2012: $3,641,364Expenses 2012: $2,049,578Net Income 2012: $1,591,7862012Revenue 2013: $4,468,518Expenses 2013: $1,643,870Net Income 2013: $2,824,6482013Revenue 2014: $7,031,441Expenses 2014: $2,407,389Net Income 2014: $4,624,0522014Revenue 2015: $10,490,575Expenses 2015: $2,686,976Net Income 2015: $7,803,5992015Revenue 2016: $10,888,046Expenses 2016: $5,578,726Net Income 2016: $5,309,3202016Revenue 2017: $10,744,494Expenses 2017: $5,848,142Net Income 2017: $4,896,3522017Revenue 2018: $9,791,293Expenses 2018: $9,030,853Net Income 2018: $760,4402018Revenue 2019: $17,096,749Expenses 2019: $9,183,865Net Income 2019: $7,912,8842019Revenue 2020: $13,150,451Expenses 2020: $8,387,049Net Income 2020: $4,763,4022020Revenue 2021: $10,834,938Expenses 2021: $11,174,667Net Income 2021: -$339,7292021Revenue 2022: $28,602,799Expenses 2022: $10,162,573Net Income 2022: $18,440,2262022Revenue 2023: $12,990,841Expenses 2023: $15,916,682Net Income 2023: -$2,925,8412023Revenue 2024: $41,518,088Expenses 2024: $14,386,091Net Income 2024: $27,131,9972024

Highlighted filing

2021

Revenue$10,834,938
Expenses$11,174,667
Net Income-$339,729
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Feb 21, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDITH H BERGSTROMCo-Founder/Trustee-$30,000-$30,000
JANET GREIGTrustee-$30,000-$30,000
WYLIE GREIGTrustee-$30,000-$30,000
JULIA R BOLOUSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Erik E and Edith H Bergstrom Foundation
EIN
91-2155835
Phone
6503230596
Address
PO BOX 520, PALO ALTO, CA 94302-0520

Signing Officer

Name
Edith H Bergstrom
Title
Trustee
Phone
6503230596
Signed
2022-02-21
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
1111 BAGBY STREET SUITE 4500, HOUSTON, TX 77002
Preparer
Rinda Corbin
Phone
7139822000
Raw XML AppendixShowing 400 of 756 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/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0CHIEF OPERATING OFFI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PROGRAM ASSOCIATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2PROGRAM ASSOCIATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3PROGRAM ASSOCIATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4PROGRAM ASSOCIATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3PO BOX 520
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1PALO ALTO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4PALO ALTO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt330000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JULIA R BOLOUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JANET GREIG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3WYLIE GREIG
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PALO ALTO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094302
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010178805
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JULIA RITA BOLOUS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALO ALTO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0924030520
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06503230596
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt031503
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1149721
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2510000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt32141061
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt41719952
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt5360038
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt6472812
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt7375202
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt899863
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt9710000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1030000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1125000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0FOR WORK PROVIDING FAMILY PLANNING SERVICES IN GUATEMALA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1THESE FUNDS WILL BE USED FOR WORK IN MOZAMBIQUE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2FOR WORK IN ETHIOPIA AND MOZAMBIQUE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3FOR WORK IN ARGENTINA, BOLIVIA, GUATEMALA, HONDURAS, NICARAGUA, PARAGUAY, VENEZUELA, ETHIOPIA, MOZAMBIQUE, TANZANIA AND UGANDA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt4FOR WORK IN UGANDA, KENYA AND BOLIVIA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt5FOR WORK IN UGANDA AND AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt6FOR WORK IN TANZANIA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt7FOR ACODEV WORK IN UGANDA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt8FOR WORK IN HAITI, RWANDA, UGANDA, ZAMBIA AND BURUNDI
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt9FOR WORK IN UGANDA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt10THESE FUNDS WILL BE USED FOR THE DISTRIBUTION OF COOKITS IN TANZANIA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt11FOR WORK IN THE UNITED STATES
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0ASOCIACION PRO-BIENESTAR DE LA FAMILIA DE GUATEMALA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1DKT INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2IPAS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3IPPFWHR
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt4MSI-US
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt5ONE WORLD CHILDREN'S FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt6PATHFINDER INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt7PHILANTHROPIC VENTURES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt8POPULATION MEDIA CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt9POPULATION SERVICES INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt10SOLAR COOKERS INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt11WORLD LEARNING INC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientForeignAddress/AddressLine1Txt09A CALLE 0-57 ZONA 1
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientForeignAddress/CityNm0GUATEMALA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientForeignAddress/CountryCd0GT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt11PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt01001 CONNECTICUT AVENUE NW SUITE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 9990
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt2120 WALL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt31730 RHODE ISLAND AVENUE NW SUITE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt43108 GLENDALE BLVD 506
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt59 GALEN STREET 217
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt61222 PRESERVATION PARK WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt730 KIMBALL AVENUE SUITE 302
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt81120 19TH STREET NW SUITE 600

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$225,321,500
Liabilities
$6,994,740
Net assets
$218,326,760
Revenue
$10,834,938
Expenses
$11,174,667
Net income
-$339,729
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$256$10.1$246$41.5$14.4$27.1
2023Detailed filing. Detailed filing data is available for this year.$203$8.74$195$13.0$15.9$2.93
2022Detailed filing. Detailed filing data is available for this year.$182$5.21$177$28.6$10.2$18.4
2021Detailed filing. Detailed filing data is available for this year.$225$6.99$218$10.8$11.2$0.34
2020Detailed filing. Detailed filing data is available for this year.$183$6.84$176$13.2$8.39$4.76
2019Detailed filing. Detailed filing data is available for this year.$176$7.21$169$17.1$9.18$7.91
2018Detailed filing. Detailed filing data is available for this year.$128$6.84$122$9.79$9.03$0.76
2017Detailed filing. Detailed filing data is available for this year.$116$5.00$111$10.7$5.85$4.90
2016Detailed filing. Detailed filing data is available for this year.$99.6$7.80$91.8$10.9$5.58$5.31
2015Detailed filing. Detailed filing data is available for this year.$92.4$7.64$84.7$10.5$2.69$7.80
2014Summary only. Only limited summary data is available for this year.$93.3$8.23$7.03$2.41$4.62
2013Summary only. Only limited summary data is available for this year.$80.9$9.10$4.47$1.64$2.82
2012Summary only. Only limited summary data is available for this year.$77.5$16.1$3.64$2.05$1.59
2011Summary only. Only limited summary data is available for this year.$63.5$17.3$2.60$2.25$0.35