Civic Intelligence

The Joseph and Vera Long Foundation

990PF • Fiscal year 2013 • EIN 94-1643626

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

Organization Profile
PO Box 382794598

(925) 935-4138

Siviq Scores

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

Liabilities / Assets

20th percentile

0.02x

Higher debt load relative to assets than 20% of similar nonprofits.

2013 filings • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

35th percentile

0.25x

Higher debt load relative to revenue than 35% of similar nonprofits.

2013 filings • $100M-$250M nonprofits • Source year 2013

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

2013 filings • $100M-$250M nonprofits • Source year 2013

Top Officer Pay

15th percentile

$120,000

Higher top officer pay than 15% of similar nonprofits.

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

2013 filings • $100M-$250M nonprofits • Source year 2013

Asset Growth

76th percentile

12%

Faster asset growth than 76% of similar nonprofits.

2013 filings • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

80th percentile

50%

Faster revenue growth than 80% of similar nonprofits.

2013 filings • $100M-$250M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$105,516,359

Up $11,014,932 (+12%) from 2012

Net Assets

Up

$102,998,219

Up $12,749,412 (+14%) from 2012

Liabilities

Down

$2,518,140

Down $1,734,480 (-41%) from 2012

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin94th percentile

Revenue

$10,019,483

No earlier filing loaded for comparison.

Expenses

Down

$3,170,896

Down $1,715,308 (-35%) from 2012

Net Income

$6,848,587

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$150M$100M$50M$0Assets 2010: $74,513,844Liabilities 2010: $1,883,945Net Assets 2010: $72,629,8992010Assets 2011: $88,887,620Liabilities 2011: $4,230,7502011Assets 2012: $94,501,427Liabilities 2012: $4,252,620Net Assets 2012: $90,248,8072012Assets 2013: $105,516,359Liabilities 2013: $2,518,140Net Assets 2013: $102,998,2192013Assets 2014: $107,430,074Liabilities 2014: $3,579,542Net Assets 2014: $103,850,5322014Assets 2015: $99,547,520Liabilities 2015: $4,876,944Net Assets 2015: $94,670,5762015Assets 2016: $103,436,114Liabilities 2016: $5,056,228Net Assets 2016: $98,379,8862016Assets 2017: $111,661,616Liabilities 2017: $5,170,466Net Assets 2017: $106,491,1502017Assets 2018: $101,092,225Liabilities 2018: $2,981,212Net Assets 2018: $98,111,0132018Assets 2019: $114,328,227Liabilities 2019: $1,163,038Net Assets 2019: $113,165,1892019Assets 2020: $115,605,581Liabilities 2020: $4,308,170Net Assets 2020: $111,297,4112020Assets 2021: $125,456,608Liabilities 2021: $3,147,389Net Assets 2021: $122,309,2192021Assets 2022: $107,113,229Liabilities 2022: $721,218Net Assets 2022: $106,392,0112022Assets 2023: $115,200,377Liabilities 2023: $5,603,482Net Assets 2023: $109,596,8952023Assets 2024: $122,548,627Liabilities 2024: $3,695,000Net Assets 2024: $118,853,6272024

Highlighted filing

2013

Assets$105,516,359
Liabilities$2,518,140
Net Assets$102,998,219
Open 2013 Filing

Operations Trend

Revenue Growth80th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MExpenses 2010: $2,772,9622010Revenue 2011: $4,447,602Expenses 2011: $7,133,200Net Income 2011: -$2,685,5982011Expenses 2012: $4,886,2042012Revenue 2013: $10,019,483Expenses 2013: $3,170,896Net Income 2013: $6,848,5872013Revenue 2014: $7,011,219Expenses 2014: $6,277,394Net Income 2014: $733,8252014Revenue 2015: $4,070,093Expenses 2015: $7,513,786Net Income 2015: -$3,443,6932015Revenue 2016: $4,276,998Expenses 2016: $5,794,498Net Income 2016: -$1,517,5002016Revenue 2017: $7,925,838Expenses 2017: $5,850,439Net Income 2017: $2,075,3992017Revenue 2018: $5,874,908Expenses 2018: $3,571,580Net Income 2018: $2,303,3282018Revenue 2019: $6,403,445Expenses 2019: $4,018,665Net Income 2019: $2,384,7802019Revenue 2020: $6,766,589Expenses 2020: $8,728,598Net Income 2020: -$1,962,0092020Revenue 2021: $5,818,576Expenses 2021: $4,432,462Net Income 2021: $1,386,1142021Revenue 2022: $3,849,529Expenses 2022: $3,591,712Net Income 2022: $257,8172022Revenue 2023: $4,647,016Expenses 2023: $10,824,954Net Income 2023: -$6,177,9382023Revenue 2024: $9,219,381Expenses 2024: $3,859,310Net Income 2024: $5,360,0712024

Highlighted filing

2013

Revenue$10,019,483
Expenses$3,170,896
Net Income$6,848,587
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 12, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MILTON E LONGExec. Dir./VP/Treasurer/TrPT$120,000-$120,000
RONALD A PLOMGRENVP/Trustee-$3,500-$3,500
ROBERT M LONGPres/Trustee-$0--
NICK PIEDISCALZIVP/Trustee-$0--
NAN L GEFENVP/Secretary/Trustee-$0--
MICHELLE HOLSTEINVP/Trustee-$0--
Filing and Contact Details

Filer

EIN
94-1643626
Phone
9259354138

Signing Officer

Name
Milton Long
Title
Exec Director & VP
Phone
9259354138
Signed
2014-05-12
Discuss with paid preparer
Yes

Preparer

Preparer
Lynn Henley
Phone
9257902600
Raw XML AppendixShowing 400 of 956 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/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt04070372
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt01788056
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt03026218
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0125652
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt014184229
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt014184229
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0182248
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0730084
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt04690
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt04255
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt04255
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02516417
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt08265664
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt08265664
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt094501427
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0105516359
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0105516359
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04252620
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02518140
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt094501427
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0105516359
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt090248807
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0102998219
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt090248807
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0102998219
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt04614945
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0995964
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0995964
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0100452929
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01513550
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine11BEACON POINTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine12ST JAMES INVESTMENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt158753
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt255237
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine10301 BATTERY STREET SUITE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1124 CORPORATE PLAZA SUITE 150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine122716 FAIRMOUNT ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City1NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City2DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode192660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode275201
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt232.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2120000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt53500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT M LONG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NICK PIEDISCALZI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MILTON E LONG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NAN L GEFEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MICHELLE HOLSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5RONALD A PLOMGREN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2EXEC. DIR./VP/TREASURER/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VP/SECRETARY/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VP/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5VP/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO BOX 3827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11PO BOX 3827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12PO BOX 3827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13PO BOX 3827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine14PO BOX 3827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine15PO BOX 3827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0WALNUT CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1WALNUT CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2WALNUT CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3WALNUT CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4WALNUT CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City5WALNUT CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode094598
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode194598
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode294598
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode394598
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode494598
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode594598
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04593697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04690665
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04494245
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04460778
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04313433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03434491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03873302
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048177
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.039742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046138
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt096968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt099389795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt091738476
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt092591843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt089773870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt086419909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt083949868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04454762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.231095
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04454762
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04454762
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04454762
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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/IndividualWithBooksNm0MS BRENDA KAUTEN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10PO BOX 3827
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0WALNUT CREEK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode094598
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09259354138
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,516,359
Liabilities
$2,518,140
Net assets
$102,998,219
Revenue
$10,019,483
Expenses
$3,170,896
Net income
$6,848,587
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$123$3.70$119$9.22$3.86$5.36
2023Detailed filing. Detailed filing data is available for this year.$115$5.60$110$4.65$10.8$6.18
2022Detailed filing. Detailed filing data is available for this year.$107$0.72$106$3.85$3.59$0.26
2021Detailed filing. Detailed filing data is available for this year.$125$3.15$122$5.82$4.43$1.39
2020Detailed filing. Detailed filing data is available for this year.$116$4.31$111$6.77$8.73$1.96
2019Detailed filing. Detailed filing data is available for this year.$114$1.16$113$6.40$4.02$2.38
2018Detailed filing. Detailed filing data is available for this year.$101$2.98$98.1$5.87$3.57$2.30
2017Detailed filing. Detailed filing data is available for this year.$112$5.17$106$7.93$5.85$2.08
2016Detailed filing. Detailed filing data is available for this year.$103$5.06$98.4$4.28$5.79$1.52
2015Detailed filing. Detailed filing data is available for this year.$99.5$4.88$94.7$4.07$7.51$3.44
2014Detailed filing. Detailed filing data is available for this year.$107$3.58$104$7.01$6.28$0.73
2013Detailed filing. Detailed filing data is available for this year.$106$2.52$103$10.0$3.17$6.85
2012Detailed filing. Detailed filing data is available for this year.$94.5$4.25$90.2$4.89
2011Summary only. Only limited summary data is available for this year.$88.9$4.23$4.45$7.13$2.69
2010Detailed filing. Detailed filing data is available for this year.$74.5$1.88$72.6$2.77