Civic Intelligence

Ishiyama Foundation

990PF • Fiscal year 2017 • EIN 94-1659373

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
465 California St No 800San Francisco, CA 94104

(415) 392-0800

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.

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

Liabilities / Revenue

63rd percentile

0.69x

Higher debt load relative to revenue than 63% of similar nonprofits.

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

Net Margin

3rd percentile

-99%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

62nd percentile

7.8%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

88th percentile

52%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$91,032,816

Up $6,619,595 (+7.8%) from 2016

Net Assets

Up

$89,264,559

Up $6,163,878 (+7.4%) from 2016

Liabilities

Up

$1,768,257

Up $455,717 (+35%) from 2016

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin3rd percentile

Revenue

Up

$2,561,344

Up $870,851 (+52%) from 2016

Expenses

Up

$5,106,618

Up $2,074,802 (+68%) from 2016

Net Income

Down

-$2,545,274

Down $1,203,951 (-90%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$150M$100M$50M$0Assets 2011: $77,722,012Liabilities 2011: $02011Assets 2012: $82,779,442Liabilities 2012: $3,150,053Net Assets 2012: $79,629,3892012Assets 2013: $89,244,591Liabilities 2013: $4,102,129Net Assets 2013: $85,142,4622013Assets 2014: $88,375,143Liabilities 2014: $2,749,411Net Assets 2014: $85,625,7322014Assets 2015: $83,116,030Liabilities 2015: $2,197,082Net Assets 2015: $80,918,9482015Assets 2016: $84,413,221Liabilities 2016: $1,312,540Net Assets 2016: $83,100,6812016Assets 2017: $91,032,816Liabilities 2017: $1,768,257Net Assets 2017: $89,264,5592017Assets 2018: $83,363,287Liabilities 2018: $4,391,659Net Assets 2018: $78,971,6282018Assets 2019: $87,421,541Liabilities 2019: $5,351,548Net Assets 2019: $82,069,9932019Assets 2020: $94,626,997Liabilities 2020: $2,887,277Net Assets 2020: $91,739,7202020Assets 2021: $104,782,939Liabilities 2021: $1,725,317Net Assets 2021: $103,057,6222021Assets 2022: $85,157,735Liabilities 2022: $1,454,834Net Assets 2022: $83,702,9012022Assets 2023: $86,071,134Liabilities 2023: $1,502,908Net Assets 2023: $84,568,2262023Assets 2024: $89,798,753Liabilities 2024: $3,291,666Net Assets 2024: $86,507,0872024

Highlighted filing

2017

Assets$91,032,816
Liabilities$1,768,257
Net Assets$89,264,559
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,230,149Expenses 2011: $5,022,880Net Income 2011: -$2,792,7312011Expenses 2012: $2,356,0442012Revenue 2013: $1,133,995Expenses 2013: $5,456,400Net Income 2013: -$4,322,4052013Revenue 2014: $3,501,496Expenses 2014: $3,553,805Net Income 2014: -$52,3092014Revenue 2015: $3,015,622Expenses 2015: $3,610,233Net Income 2015: -$594,6112015Revenue 2016: $1,690,493Expenses 2016: $3,031,816Net Income 2016: -$1,341,3232016Revenue 2017: $2,561,344Expenses 2017: $5,106,618Net Income 2017: -$2,545,2742017Revenue 2018: $4,482,946Expenses 2018: $7,977,109Net Income 2018: -$3,494,1632018Revenue 2019: $1,867,598Expenses 2019: $6,166,845Net Income 2019: -$4,299,2472019Revenue 2020: $3,223,967Expenses 2020: $2,884,902Net Income 2020: $339,0652020Revenue 2021: $2,975,576Expenses 2021: $5,573,108Net Income 2021: -$2,597,5322021Revenue 2022: $298,659Expenses 2022: $4,900,021Net Income 2022: -$4,601,3622022Revenue 2023: $231,357Expenses 2023: $5,197,423Net Income 2023: -$4,966,0662023Revenue 2024: $2,809,078Expenses 2024: $5,199,680Net Income 2024: -$2,390,6022024

Highlighted filing

2017

Revenue$2,561,344
Expenses$5,106,618
Net Income-$2,545,274
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET RAFFINPresident-$0--
PATRICIA ISHIYAMAVice President-$0--
NELSON ISHIYAMASecretary-$0--
Filing and Contact Details

Filer

Filer Name
Ishiyama Foundation
EIN
94-1659373
Phone
4153920800
Address
465 CALIFORNIA ST NO 800, SAN FRANCISCO, CA 94104

Signing Officer

Name
Nelson Ishiyama
Title
Vice President
Phone
4153920800
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
44 MONTGOMERY ST STE 3900, SAN FRANCISCO, CA 94104
Preparer
Audrey Pfeiffer
Phone
4158485300
Raw XML AppendixShowing 400 of 926 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2555355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3824522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt413042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3824522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt413042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SRI NINE REIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DODGE & COX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2TOTAL WORLD STOCK IDX IST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VARIOUS K-1S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VARIOUS K-1S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01419939
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2545274
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0124231
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08833383
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt089388790
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt083100681
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt089264559
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04305238
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04305238
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04305238
IRS990PF/DistributableAmountGrp/IncomeTaxAmt018553
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04344914
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt021123
IRS990PF/DistributableAmountGrp/TotalTaxAmt039676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt032629
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt043752
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt021123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt032629
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt021123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt021123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt053752
IRS990PF/FMVAssetsEOYAmt091032816
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt012660
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0509014
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0732872
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0732872
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0937448
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt01241482
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01333189
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt085257
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt085257
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt081540241
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt087951109
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt087951109
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0362432
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0526775
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt072194
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt056703
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt056703
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt083100681
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt089264559
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0958583
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02206875
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02206875
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt084413221
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt091032816
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt091032816
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01312540
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01768257
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt084413221
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt091032816
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt083100681
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt089264559
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt088221594
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0708914
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt081499691
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01323324
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt06012989
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04344914
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt086898270
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt088221594
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ISHIYAMA CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0108000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0ADMINSTRATIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0465 CALIFORNIA ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
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/PersonNm0MARGARET RAFFIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PATRICIA ISHIYAMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NELSON ISHIYAMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0465 CALIFORNIA ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1465 CALIFORNIA ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2465 CALIFORNIA ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04119412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04140535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03471004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03809852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04521005
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04339172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03932281
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047405
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.042475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043669
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050731
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt021123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt086898270
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt081717870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt087244341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt089118043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt085087846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt079995702
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04291433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.237027
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04270310
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04291433
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt021123
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04291433
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$91,032,816
Liabilities
$1,768,257
Net assets
$89,264,559
Revenue
$2,561,344
Expenses
$5,106,618
Net income
-$2,545,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$89.8$3.29$86.5$2.81$5.20$2.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$86.1$1.50$84.6$0.23$5.20$4.97
2022Detailed filing. Detailed filing data is available for this year.$85.2$1.45$83.7$0.30$4.90$4.60
2021Detailed filing. Detailed filing data is available for this year.$105$1.73$103$2.98$5.57$2.60
2020Detailed filing. Detailed filing data is available for this year.$94.6$2.89$91.7$3.22$2.88$0.34
2019Detailed filing. Detailed filing data is available for this year.$87.4$5.35$82.1$1.87$6.17$4.30
2018Detailed filing. Detailed filing data is available for this year.$83.4$4.39$79.0$4.48$7.98$3.49
2017Detailed filing. Detailed filing data is available for this year.$91.0$1.77$89.3$2.56$5.11$2.55
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.4$1.31$83.1$1.69$3.03$1.34
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.1$2.20$80.9$3.02$3.61$0.59
2014Detailed filing. Detailed filing data is available for this year.$88.4$2.75$85.6$3.50$3.55$0.05
2013Detailed filing. Detailed filing data is available for this year.$89.2$4.10$85.1$1.13$5.46$4.32
2012Detailed filing. Detailed filing data is available for this year.$82.8$3.15$79.6$2.36
2011Summary only. Only limited summary data is available for this year.$77.7$0.00$2.23$5.02$2.79