Civic Intelligence

Rosenberg Foundation

990PF • Fiscal year 2017 • EIN 94-1186182

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

Organization Profile

View Organization Page

131 Steuart Street No 650San Francisco, CA 94105

(415) 644-9777

Siviq Scores

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

Liabilities / Assets

21st percentile

0.02x

Higher debt load relative to assets than 21% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

43rd percentile

0.28x

Higher debt load relative to revenue than 43% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$288,180

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

50th percentile

5.3%

Faster asset growth than 50% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

59%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$59,141,914

Up $3,055,637 (+5.4%) from 2015

Net Assets

Up

$57,871,281

Up $4,025,593 (+7.5%) from 2015

Liabilities

Down

$1,270,633

Down $969,956 (-43%) from 2015

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin75th percentile

Revenue

Up

$4,515,385

Up $595,622 (+15%) from 2015

Expenses

Down

$3,659,273

Down $2,173,235 (-37%) from 2015

Net Income

Up

$856,112

Up $2,768,857 (+145%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$80M$60M$40M$20M$0Assets 2011: $53,978,536Liabilities 2011: $1,009,5582011Assets 2012: $56,214,745Liabilities 2012: $947,0992012Assets 2013: $60,136,208Liabilities 2013: $854,420Net Assets 2013: $59,281,7882013Assets 2014: $59,561,064Liabilities 2014: $291,296Net Assets 2014: $59,269,7682014Assets 2015: $56,086,277Liabilities 2015: $2,240,589Net Assets 2015: $53,845,6882015Assets 2017: $59,141,914Liabilities 2017: $1,270,633Net Assets 2017: $57,871,2812017Assets 2018: $53,557,752Liabilities 2018: $2,867,871Net Assets 2018: $50,689,8812018Assets 2019: $60,137,267Liabilities 2019: $2,032,459Net Assets 2019: $58,104,8082019Assets 2020: $65,423,807Liabilities 2020: $1,252,899Net Assets 2020: $64,170,9082020Assets 2021: $67,842,836Liabilities 2021: $3,085,153Net Assets 2021: $64,757,6832021Assets 2022: $54,246,615Liabilities 2022: $2,276,7872022Assets 2023: $57,410,284Liabilities 2023: $1,324,5412023Assets 2024: $59,335,667Liabilities 2024: $3,333,931Net Assets 2024: $56,001,7362024

Highlighted filing

2017

Assets$59,141,914
Liabilities$1,270,633
Net Assets$57,871,281
Open 2017 Filing

Operations Trend

Revenue Growth89th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $4,311,752Expenses 2011: $3,317,185Net Income 2011: $994,5672011Revenue 2012: $2,188,796Expenses 2012: $3,453,200Net Income 2012: -$1,264,4042012Revenue 2013: $3,374,619Expenses 2013: $3,878,359Net Income 2013: -$503,7402013Revenue 2014: $2,687,894Expenses 2014: $3,410,293Net Income 2014: -$722,3992014Revenue 2015: $3,919,763Expenses 2015: $5,832,508Net Income 2015: -$1,912,7452015Revenue 2017: $4,515,385Expenses 2017: $3,659,273Net Income 2017: $856,1122017Revenue 2018: $2,579,155Expenses 2018: $5,630,151Net Income 2018: -$3,050,9962018Revenue 2019: $7,096,402Expenses 2019: $3,368,069Net Income 2019: $3,728,3332019Revenue 2020: $3,158,699Expenses 2020: $3,173,850Net Income 2020: -$15,1512020Revenue 2021: $5,021,176Expenses 2021: $5,760,263Net Income 2021: -$739,0872021Revenue 2022: $3,178,092Expenses 2022: $3,662,508Net Income 2022: -$484,4162022Revenue 2023: $2,819,011Expenses 2023: $3,619,690Net Income 2023: -$800,6792023Revenue 2024: $4,268,717Expenses 2024: $5,656,031Net Income 2024: -$1,387,3142024

Highlighted filing

2017

Revenue$4,515,385
Expenses$3,659,273
Net Income$856,112
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY SILARDPresidentFT$249,235$38,945$288,180
CLARA SHINChair-$0--
SARAH STEINVice Chair/Secretary-$0--
MICK HELLMANSecond Vice Chair-$0--
ROBERT FRIEDMANTreasurer-$0--
PHYLLIS COOKBoard Member-$0--
DANIEL GROSSMANBoard Member-$0--
JULIE GUTMAN DICKINSONBoard Member-$0--
KATE KENDELLBoard Member-$0--
BILL LANN LEEBoard Member-$0--
SHAUNA MARSHALLBoard Member-$0--
HUGO MORALESBoard Member-$0--
ALBERT MORENOBoard Member-$0--
HERMA HILL KAY DECEASED JUNE 2017Board Member-$0--
BENJAMIN TODD JEALOUSBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Rosenberg Foundation
EIN
94-1186182
Phone
4156449777
Address
131 STEUART STREET NO 650, SAN FRANCISCO, CA 94105

Signing Officer

Name
Tim Silard
Title
President
Phone
4156449777
Signed
2018-11-08

Preparer

Firm
Squar Milner Llp
Address
135 MAIN STREET 9TH FLOOR, SAN FRANCISCO, CA 94105-1815
Preparer
Deborah Kaminski
Phone
4157812500
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2OTHER INCOME FROM PARTNERSHIP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3OTHER INCOME FROM PARTNERSHIP (UNRELATED BUSINESS INCOME)
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02052
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1572095
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0153170
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt04583
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04248438
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0153170
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt011287
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04412895
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt051282
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt010363
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt059000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02605364
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0236773
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt012462
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0249235
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02612334
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01982078
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0102490
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt04003
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01064309
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01065561
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0856112
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt034087253
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt01434
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04618
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04618
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt01434
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt053251
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt053251
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02610816
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03843834
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0123151
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt05734
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0114678
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0170125
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt04719
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0211122
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0144648
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0346950
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0501816
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0572095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0731900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0151267
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0155292
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0113555
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt06091
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0121826
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt014799
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0122829
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03746144
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0402552
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03659273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04246386
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04515385
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01133810
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0402552
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01677195
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt089758
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt082709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt032670975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01416278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11189086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01416278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11189086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt034087253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PARTNERSHIP INVESTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02605364
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0856112
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02669361
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt057871281
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt054345808
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt057871281
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02084982
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02084982
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02084982
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02123420
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt038438
IRS990PF/DistributableAmountGrp/TotalTaxAmt038438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt033644
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt072082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt038438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt033644
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt038438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt038438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt072082
IRS990PF/FMVAssetsEOYAmt059141914
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0187893
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0266967
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0686600
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0478674
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0478674
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt041863239
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt044212411
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt044212411
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt01633922
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt01003666
IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableBOYAmt0530000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableEOYAmt0630000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableEOYFMVAmt0630000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0101089
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0112791
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt012642
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt011702
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt011702
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0156258
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0118538
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0118538
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt012857994
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt013668023
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt013668023
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt060890
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt022566
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt022566
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt0531957
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt0362430
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt056167623
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt059141914
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt059141914
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01821815
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01270633
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt056167623
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt059141914
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt054345808
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt057871281
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt053813851
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt057508851
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt043115132
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0354189
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt042760943
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0646727
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02123420
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt042468405
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt043115132
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt094381
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt146350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt029073
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt111728
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0LINDA MOLL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1NAOMI BRILEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0BUS./GRANTS MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PROGRAM MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0131 STEUART STREET SUITE 650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1131 STEUART STREET SUITE 650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0SF

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,141,914
Liabilities
$1,270,633
Net assets
$57,871,281
Revenue
$4,515,385
Expenses
$3,659,273
Net income
$856,112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.3$3.33$56.0$4.27$5.66$1.39
2023Summary only. Only limited summary data is available for this year.$57.4$1.32$2.82$3.62$0.80
2022Summary only. Only limited summary data is available for this year.$54.2$2.28$3.18$3.66$0.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.8$3.09$64.8$5.02$5.76$0.74
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.4$1.25$64.2$3.16$3.17$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.1$2.03$58.1$7.10$3.37$3.73
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.6$2.87$50.7$2.58$5.63$3.05
2017Detailed filing. Detailed filing data is available for this year.$59.1$1.27$57.9$4.52$3.66$0.86
2015Detailed filing. Detailed filing data is available for this year.$56.1$2.24$53.8$3.92$5.83$1.91
2014Detailed filing. Detailed filing data is available for this year.$59.6$0.29$59.3$2.69$3.41$0.72
2013Detailed filing. Detailed filing data is available for this year.$60.1$0.85$59.3$3.37$3.88$0.50
2012Summary only. Only limited summary data is available for this year.$56.2$0.95$2.19$3.45$1.26
2011Summary only. Only limited summary data is available for this year.$54.0$1.01$4.31$3.32$0.99