Civic Intelligence

Vera C Hendry Foundation

990PF • Fiscal year 2017 • EIN 94-2639031

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

Organization Profile
PO Box 1228Sonoma, CA 95476

(415) 989-1889

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

70th percentile

9.8%

Faster asset growth than 70% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

48%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,209,048

Up $108,169 (+9.8%) from 2016

Net Assets

Up

$1,208,588

Up $108,313 (+9.8%) from 2016

Liabilities

Down

$460

Down $144 (-24%) from 2016

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin83rd percentile

Revenue

Up

$75,054

Up $24,262 (+48%) from 2016

Expenses

Down

$50,025

Down $47,605 (-49%) from 2016

Net Income

Up

$25,029

Up $71,867 (+153%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,149,023Liabilities 2011: $02011Assets 2012: $1,200,376Liabilities 2012: $02012Assets 2013: $1,308,983Liabilities 2013: $752013Assets 2014: $1,274,736Liabilities 2014: $460Net Assets 2014: $1,274,2762014Assets 2015: $1,118,054Liabilities 2015: $460Net Assets 2015: $1,117,5942015Assets 2016: $1,100,879Liabilities 2016: $604Net Assets 2016: $1,100,2752016Assets 2017: $1,209,048Liabilities 2017: $460Net Assets 2017: $1,208,5882017Assets 2018: $1,058,494Liabilities 2018: $460Net Assets 2018: $1,058,0342018Assets 2019: $1,180,644Liabilities 2019: $0Net Assets 2019: $1,180,6442019Assets 2020: $1,296,496Liabilities 2020: $0Net Assets 2020: $1,296,4962020Assets 2021: $1,411,769Liabilities 2021: $0Net Assets 2021: $1,411,7692021Assets 2022: $1,108,468Liabilities 2022: $795Net Assets 2022: $1,107,6732022Assets 2023: $1,245,064Liabilities 2023: $0Net Assets 2023: $1,245,0642023

Highlighted filing

2017

Assets$1,209,048
Liabilities$460
Net Assets$1,208,588
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $111,286Expenses 2011: $49,280Net Income 2011: $62,0062011Revenue 2012: $55,804Expenses 2012: $65,532Net Income 2012: -$9,7282012Revenue 2013: $125,435Expenses 2013: $36,665Net Income 2013: $88,7702013Revenue 2014: $64,457Expenses 2014: $89,314Net Income 2014: -$24,8572014Revenue 2015: $41,451Expenses 2015: $110,743Net Income 2015: -$69,2922015Revenue 2016: $50,792Expenses 2016: $97,630Net Income 2016: -$46,8382016Revenue 2017: $75,054Expenses 2017: $50,025Net Income 2017: $25,0292017Revenue 2018: $79,833Expenses 2018: $79,279Net Income 2018: $5542018Revenue 2019: $54,129Expenses 2019: $91,905Net Income 2019: -$37,7762019Revenue 2020: $45,534Expenses 2020: $53,809Net Income 2020: -$8,2752020Revenue 2021: $119,282Expenses 2021: $65,900Net Income 2021: $53,3822021Revenue 2022: $48,152Expenses 2022: $95,923Net Income 2022: -$47,7712022Revenue 2023: $62,809Expenses 2023: $55,742Net Income 2023: $7,0672023

Highlighted filing

2017

Revenue$75,054
Expenses$50,025
Net Income$25,029
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ted HoffmanPresident-$0--
Wendy HoffmanSec/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Vera C Hendry Foundation
EIN
94-2639031
Phone
4159891889
Address
PO Box 1228, Sonoma, CA 95476

Signing Officer

Name
Ted Hoffman
Title
President
Signed
2018-05-15
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt354799
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt424959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Apple Inc 89 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Comcast Corp, 187 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Gilead Sciences Inc, 49 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Target Corp, 29 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4TJX Cos Inc New, 40 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Walt Disney, 48 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CVS/Caremark Corp, 68 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Affiliated Managers Group, 32 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Berkshire Hathaway, 22 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CME Group Inc, 27 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10JP Morgan Chase & Co, 61 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Cisco Systems Inc, 228 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Microsoft Corp, 162 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Diageo PLC, 30 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Eaton Corp PLC, 55 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Schlumberger LTD, 79 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Thermo Fisher Scientfic Inc, 31 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Las Vegas Sands, 74 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18McKesson Corp, 27 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Boeing Co, 18 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Celanese Corp, 66 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Blackrock Inc, 8 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Citigroup, 114 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23United Health, 41 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Union Pacific, 64 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25UPS, 47 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Hain Celestial Group Inc, 51 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Ameriprise Finl Inc, 41 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PNC Financial Services Group, 51 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Alphabet Inc CL C, 10 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Manulife Financial Corp, 328 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Suncor Energy Inc, 209 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Total S.A. - ADR, 108 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Eli Lillly & Co, 51 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Merck & Co, 82 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Spirit Aerosystems, 55 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Cognizant Tech Solutions, 93 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Bayer AG, 116 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38TE Connectivity LTD, 59 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Home Depot, 25 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Nike, 65 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Zoetis Inc, 57 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Roche Holdings, 157 Sh
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Dodge & Cox Income Fd, 2,936.188 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1JP Morgan High Yield Fd, 2,217.064 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AQR Managed Futures Fund, 4,006.181 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ASG Global Alt Fund Class Y, 2,188.83 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Artisan Mid Cap, 1,166.579 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Oppenheimer, 1,692.47 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Blackrock Global, 4,005.708 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Metropolitan West Bond Fund, 8,251.44 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8T Rowe Price Inst Float, 728.053 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Fidelity Advisors Emerging, 5,042.51 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10American Century Small Cap, 1,064.811 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11JP Morgan Mid Cap, 1,354.761 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12Sterling Capital, 197.303 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13Dodge & Cox International, 893.486 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14Eaton Vance Global, 3,369.195 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15Neuberger Berman Long, 4,222.147 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16SPDR DJ Wilshire, 926 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17T Rowe Price Real Estate, 2,281.38 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18Vanguared REIT Viper, 213 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19Vanguard Infl Protected Sec, 317.565 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20T Rowe Price Overseas Stk, 3,695.697 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21John Hancock Fund II, 2,457.889 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt040402
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt116428
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt060082
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02048
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02083
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-451
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-451
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt014379
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt014379
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0593
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0593
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt035018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014972
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt050025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt075054
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt075054
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05818
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014972
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt020825
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0237629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt040466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt040466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0278095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sales of Publicy Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt051528
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt025029
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt083284
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01208588
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01100275
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01208588
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt053052
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt053052
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt053052
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt054254
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01202
IRS990PF/DistributableAmountGrp/TotalTaxAmt01202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01341
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02543
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01341
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02543
IRS990PF/FMVAssetsEOYAmt01209048
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0460
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt018900
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt013710
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt013710
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt026138
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt025032
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt025032
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0265611
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0257393
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0257393
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0698705
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0869299
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0869299
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0604
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt091525
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt043614
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt043614
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01100879
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01209048
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01209048
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0604
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0460
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01100879
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01209048
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01100275
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01208588
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01100275
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01208588
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01101609
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0100621
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01000988
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016524
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt054254
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01085085
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01101609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ted Hoffman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Wendy Hoffman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec/Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 1228
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 1228
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Sonoma
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Sonoma
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095476
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195476
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt060799
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt061400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt083429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt096500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt074012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt025036
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt052319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.056032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.07834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.07791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.02127
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01085085
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01064942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01238569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01269593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01177027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01179992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt035018
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.280158
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt035018
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt035018
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt035018
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,209,048
Liabilities
$460
Net assets
$1,208,588
Revenue
$75,054
Expenses
$50,025
Net income
$25,029
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.06$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05$0.10$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.12$0.07$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.05$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.05$0.09$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.08$0.08$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.08$0.05$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.05$0.10$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.04$0.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.06$0.09$0.02
2013Summary only. Only limited summary data is available for this year.$1.31$0.00$0.13$0.04$0.09
2012Summary only. Only limited summary data is available for this year.$1.20$0.00$0.06$0.07$0.01
2011Summary only. Only limited summary data is available for this year.$1.15$0.00$0.11$0.05$0.06