Civic Intelligence

Model Transitions Foundation C/O East Bay Community Foundation

990 • Fiscal year 2018 • EIN 91-2168651

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 18, 2019

200 Frank H Ogawa PlazaOakland, CA 94612

(510) 836-3223

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

51st percentile

0.04x

Higher debt load relative to revenue than 51% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

91st percentile

46%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

46th percentile

0.3%

Faster asset growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

316%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$580,399

Up $1,489 (+0.3%) from 2017

Net Assets

Up

$578,205

Up $1,430 (+0.2%) from 2017

Liabilities

Up

$2,194

Up $59 (+2.8%) from 2017

Revenue

Up

$62,568

Up $47,543 (+316%) from 2017

Expenses

Up

$33,688

Up $20,657 (+159%) from 2017

Net Income

Up

$28,880

Up $26,886 (+1348%) from 2017

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $263,616Liabilities 2011: $227,1852011Assets 2012: $4,918,485Liabilities 2012: $0Net Assets 2012: $4,918,4852012Assets 2013: $3,563,135Liabilities 2013: $5,000Net Assets 2013: $3,558,1352013Assets 2014: $2,317,889Liabilities 2014: $0Net Assets 2014: $2,317,8892014Assets 2015: $1,139,171Liabilities 2015: $0Net Assets 2015: $1,139,1712015Assets 2016: $525,024Liabilities 2016: $0Net Assets 2016: $525,0242016Assets 2017: $578,910Liabilities 2017: $2,135Net Assets 2017: $576,7752017Assets 2018: $580,399Liabilities 2018: $2,194Net Assets 2018: $578,2052018Assets 2019: $557,169Liabilities 2019: $2,037Net Assets 2019: $555,1322019Assets 2020: $535,153Liabilities 2020: $1,971Net Assets 2020: $533,1822020Assets 2021: $654,695Liabilities 2021: $0Net Assets 2021: $654,6952021Assets 2022: $426,273Liabilities 2022: $0Net Assets 2022: $426,2732022Assets 2023: $305,284Liabilities 2023: $0Net Assets 2023: $305,2842023Assets 2024: $332,451Liabilities 2024: $3,142Net Assets 2024: $329,3092024

Highlighted filing

2018

Assets$580,399
Liabilities$2,194
Net Assets$578,205

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $73,344Expenses 2011: $75,157Net Income 2011: -$1,8132011Revenue 2012: $10,000,360Expenses 2012: $5,118,306Net Income 2012: $4,882,0542012Revenue 2013: $46,828Expenses 2013: $1,407,178Net Income 2013: -$1,360,3502013Revenue 2014: $179,673Expenses 2014: $1,419,919Net Income 2014: -$1,240,2462014Revenue 2015: $266,758Expenses 2015: $1,422,727Net Income 2015: -$1,155,9692015Revenue 2016: $371,523Expenses 2016: $1,014,655Net Income 2016: -$643,1322016Revenue 2017: $15,025Expenses 2017: $13,031Net Income 2017: $1,9942017Revenue 2018: $62,568Expenses 2018: $33,688Net Income 2018: $28,8802018Revenue 2019: -$2,596Expenses 2019: $33,435Net Income 2019: -$36,0312019Revenue 2020: $5,250Expenses 2020: $33,993Net Income 2020: -$28,7432020Revenue 2021: $40,134Expenses 2021: $34,663Net Income 2021: $5,4712021Revenue 2022: $48,682Expenses 2022: $165,336Net Income 2022: -$116,6542022Revenue 2023: $8,273Expenses 2023: $161,757Net Income 2023: -$153,4842023Revenue 2024: $13,668Expenses 2024: $10,593Net Income 2024: $3,0752024

Highlighted filing

2018

Revenue$62,568
Expenses$33,688
Net Income$28,880
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 18, 2019
Return Version
2017v2.3
Gross Receipts
$62,568
Mission and Program Overview

Mission

None. The unadopted mission is to conduct and support activities for the benefit of the east bay community foundation.

To conduct and support activities for the benefit of the east bay community foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$578,910$580,399▲ $1,489
Total Assets$578,910$580,399▲ $1,489
Liabilities
Other Liabilities$2,135$2,194▲ $59
Total Liabilities$2,135$2,194▲ $59
Net Assets / Fund Balance
Unrestricted Net Assets$576,775$578,205▲ $1,430
Total Net Assets Fund Balance$576,775$578,205▲ $1,430
Total Liabilities and Net Assets / Fund Balance$578,910$580,399▲ $1,489
Compensation and Service Providers

Board Members and Trustees

NameTitle
Timothy SmallsreedDirector/president (thru 10/20/17)
James W HeadPresident
Amy SlaterDirector
Don ReinkeDirector
Mark FriedmanDirector
Edward HarrisSecretary & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$33
Program Service Revenue
$0
Investment Income
$62,535
Other Revenue
$0
All Other Contributions
$33
Change in Net Assets
$28,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,000
Other Expenses$13,688
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,000--$20,000
Fees for Services Management-$8,767-$8,767
Fees for Services Accounting-$3,700-$3,700
Fees for Service Investment Mgmnt Fees-$1,191-$1,191
Other Expenses-$30-$30
Total Functional Expenses$20,000$13,688$0$33,688
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cypress Mandela Training Center IncOakland, CA501(c)(3)General Support$10,000
Super Stars Literacy IncOakland, CA501(c)(3)General Support$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Interfund Payable$2,194
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The taxpayer's accounting firm forwarded the form 990 to the treasurer. The treasurer reviewed the return and forwarded the form 990 to the other board members prior to filing. If the board members had questions, the treasurer or the accounting firm addressed the questions before submitting the form 990 to the irs.

Form 990, Part VI, Section B, Line 12C

The organization's board members and officers complete an annual conflict of interest questionnaire.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request for the same period of time set forth in sec. 6104(d).

Filing and Contact Details

Filer

Filer Name
Model Transitions Foundation
EIN
91-2168651
Phone
5108363223
Address
200 FRANK H OGAWA PLAZA, OAKLAND, CA 94612

Signing Officer

Name
Edward Liebst
Title
Secretary & Treasurer
Phone
5108363223
Signed
2019-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Head
Formed
2001
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
4

Preparer

Firm
Hood & Strong Llp
Address
275 BATTERY ST STE 900, SAN FRANCISCO, CA 94111
Preparer
Maga E Kisriev
Phone
4157810793
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

Model transitions foundation is included in a consolidated audit with the east bay community foundation (ebcf). The organization utilizes the ebcf audit as its own. The audit committee of the ebcf has oversight of all entities included in the consolidated audit.

Financial Statement Notes

PART X, LINE 2:

The foundation and its consolidated supporting organizations are exempt from federal income tax on related income under section 501(c)(3) of the internal revenue code, and california revenue and taxation code section 23701d. In addition, they have each, received a determination from the irs that they are not private foundations. As of june 30, 2018 and 2017, management evaluated the foundation and its consolidated supporting organization's tax positions and concluded that they had maintained their tax exempt status and had taken no uncertain tax positions that require adjustment to the financial statements. Therefore, no provision or liability for income taxes has been included in the financial statements.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION AND ITS CONSOLIDATED SUPPORTING ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAX ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. IN ADDITION, THEY HAVE EACH, RECEIVED A DETERMINATION FROM THE IRS THAT THEY ARE NOT PRIVATE FOUNDATIONS. AS OF JUNE 30, 2018 AND 2017, MANAGEMENT EVALUATED THE FOUNDATION AND ITS CONSOLIDATED SUPPORTING ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THEY HAD MAINTAINED THEIR TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094621
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194621
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0BEFORE ISSUING GRANTS, THE FOUNDATION VERIFIES THAT THE RECEIVING ORGANIZATION IS A 501(C)(3) ORGANIZATION OR EXPENDITURE RESPONSIBILITY ANALYSIS IS COMPLETED. GRANTEE ALSO SUBMITS INTERIM AND FINAL BUDGETS AND REPORTS IF GRANT SIZE OR COMPLEXITY WARRANTS IT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0301113
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1168946
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt07199
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt16824
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt012790
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt120120
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMES W HEAD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1EDWARD HARRIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY & TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0321102
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1195890
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0EAST BAY COMMUNITY FOUNDATION, RELATED ORGANIZATION OF MODEL TRANSITIONS FOUNDATION, UTILIZES COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION OF THE CEO.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAXPAYER'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE TREASURER. THE TREASURER REVIEWED THE RETURN AND FORWARDED THE FORM 990 TO THE OTHER BOARD MEMBERS PRIOR TO FILING. IF THE BOARD MEMBERS HAD QUESTIONS, THE TREASURER OR THE ACCOUNTING FIRM ADDRESSED THE QUESTIONS BEFORE SUBMITTING THE FORM 990 TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S BOARD MEMBERS AND OFFICERS COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MODEL TRANSITIONS FOUNDATION IS INCLUDED IN A CONSOLIDATED AUDIT WITH THE EAST BAY COMMUNITY FOUNDATION (EBCF). THE ORGANIZATION UTILIZES THE EBCF AUDIT AS ITS OWN. THE AUDIT COMMITTEE OF THE EBCF HAS OVERSIGHT OF ALL ENTITIES INCLUDED IN THE CONSOLIDATED AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0EAST BAY COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1EAST BAY COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt2EAST BAY COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0INVESTMENTS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1INVESTMENTS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2INVESTMENTS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CHARITABLE REMAINDER UNITRUST (5)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1CHARITABLE LEAD ANNUITY TRUST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2POOLED INCOME FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0EAST BAY COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1EAST BAY COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2EAST BAY COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EAST BAY COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1EBCF PROPERTIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2HELZEL FAMILY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3T GARY AND KATHLEEN ROGERS SUPPORTING FAMILY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0946070996
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1943315846
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2942597088
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3943381315
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COMMUNITY SUPPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUPPORT EAST BAY COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2GRANTS TO NON-PROFIT ENTITIES IN SUPPORT OF THE EAST BAY COMM FDN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3GRANTS TO NON-PROFIT ENTITIES IN SUPPORT OF THE EAST BAY COMM FDN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 12A, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 12A, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3LINE 12A, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0200 FRANK H OGAWA PLAZA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1200 FRANK H OGAWA PLAZA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2200 FRANK H OGAWA PLAZA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3200 FRANK H OGAWA PLAZA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OAKLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1OAKLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2OAKLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3OAKLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094612
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd194612
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd294612
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd394612
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$0.01$0.01$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.01$0.16$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.05$0.17$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.04$0.03$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.53$0.01$0.03$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.00$0.03$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.06$0.03$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.02$0.01$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.37$1.01$0.64
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.27$1.42$1.16
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$0.18$1.42$1.24
2013Summary only. Only limited summary data is available for this year.$3.56$0.01$3.56$0.05$1.41$1.36
2012Summary only. Only limited summary data is available for this year.$4.92$0.00$4.92$10.0$5.12$4.88
2011Summary only. Only limited summary data is available for this year.$0.26$0.23$0.07$0.08$0.00