Civic Intelligence

San Francisco Challenge DBA Americaone

990PF • Fiscal year 2016 • EIN 94-3242538

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile
127 University AvenueBerkeley, CA 94710

(510) 841-4123

Siviq Scores

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

Liabilities / Assets

89th percentile

0.75x

Higher debt load relative to assets than 89% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

99th percentile

22.36x

Higher debt load relative to revenue than 99% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

11th percentile

-54%

Higher net margin than 11% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

11th percentile

-11%

Faster asset growth than 11% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-29%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$4,529,800

Down $543,295 (-11%) from 2015

Net Assets

Down

$1,138,060

Down $2,011 (-0.2%) from 2015

Liabilities

Down

$3,391,740

Down $541,284 (-14%) from 2015

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin11th percentile

Revenue

Down

$151,713

Down $62,172 (-29%) from 2015

Expenses

Down

$234,306

Down $4,502,333 (-95%) from 2015

Net Income

Up

-$82,593

Up $4,440,161 (+98%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,819,284Liabilities 2011: $148,4502011Assets 2012: $6,065,633Liabilities 2012: $3,8972012Assets 2013: $6,264,414Liabilities 2013: $360,0562013Assets 2014: $6,206,707Liabilities 2014: $322,504Net Assets 2014: $5,884,2032014Assets 2015: $5,073,095Liabilities 2015: $3,933,024Net Assets 2015: $1,140,0712015Assets 2016: $4,529,800Liabilities 2016: $3,391,740Net Assets 2016: $1,138,0602016Assets 2017: $4,578,461Liabilities 2017: $2,969,892Net Assets 2017: $1,608,5692017Assets 2018: $3,582,056Liabilities 2018: $2,544,774Net Assets 2018: $1,037,2822018Assets 2019: $3,739,936Liabilities 2019: $2,070,226Net Assets 2019: $1,669,7102019Assets 2020: $3,500,474Liabilities 2020: $1,582,749Net Assets 2020: $1,917,7252020Assets 2021: $3,221,111Liabilities 2021: $1,113,319Net Assets 2021: $2,107,7922021Assets 2022: $2,152,325Liabilities 2022: $622,713Net Assets 2022: $1,529,6122022Assets 2023: $2,102,500Liabilities 2023: $177,084Net Assets 2023: $1,925,4162023Assets 2024: $618,433Liabilities 2024: $46,721Net Assets 2024: $571,7122024

Highlighted filing

2016

Assets$4,529,800
Liabilities$3,391,740
Net Assets$1,138,060
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$5.0M$0-$5.0MRevenue 2011: $416,724Expenses 2011: $205,686Net Income 2011: $211,0382011Revenue 2012: $387,647Expenses 2012: $187,800Net Income 2012: $199,8472012Revenue 2013: $247,885Expenses 2013: $827,964Net Income 2013: -$580,0792013Revenue 2014: $253,249Expenses 2014: $209,599Net Income 2014: $43,6502014Revenue 2015: $213,885Expenses 2015: $4,736,639Net Income 2015: -$4,522,7542015Revenue 2016: $151,713Expenses 2016: $234,306Net Income 2016: -$82,5932016Revenue 2017: $199,023Expenses 2017: $216,311Net Income 2017: -$17,2882017Revenue 2018: $159,716Expenses 2018: $310,329Net Income 2018: -$150,6132018Revenue 2019: $330,877Expenses 2019: $139,179Net Income 2019: $191,6982019Revenue 2020: $189,766Expenses 2020: $144,633Net Income 2020: $45,1332020Revenue 2021: $528,620Expenses 2021: $87,759Net Income 2021: $440,8612021Revenue 2022: $185,058Expenses 2022: $124,580Net Income 2022: $60,4782022Revenue 2023: $1,369,657Expenses 2023: $1,621,501Net Income 2023: -$251,8442023Revenue 2024: $1,302,279Expenses 2024: $2,493,080Net Income 2024: -$1,190,8012024

Highlighted filing

2016

Revenue$151,713
Expenses$234,306
Net Income-$82,593
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Douglas D SmithSec/Treas/Director-$0--
Lawrence FinchChair/Director-$0--
Paul CayardDirector-$0--
Tom SeipDirector-$0--
Benita R Kline Not DirAsst. Secretary-$0--
Harald J Leventhal Not DirCFO-$0--
Filing and Contact Details

Filer

Filer Name
San Francisco Challenge
EIN
94-3242538
Phone
5108414123
Address
127 University Avenue, Berkeley, CA 94710

Signing Officer

Name
Harald J Leventhal Not Dir
Title
CFO
Signed
2017-11-15
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Carol Duffield
Phone
4159830200
Raw XML AppendixShowing 400 of 579 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting & Audit Fees
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Supplemental InformationForm 990-PF, Part VII-B, Lines 1a(3) and 1a(4)Statement Regarding Activities for Which Form 4720 May Be RequiredBenita Kline and Harald Leventhal, as individuals, received no payment for serving as officers (but not directors) of the Organization. However, they are owners of Leventhal Kline Management, Inc., which provides a full range of management services to the Organization, including accounting, general administrative support, and grant management and administration. The Organization's directors approved payment of $42,280 to Leventhal Kline Management, Inc. for these services during 2016. Two Board Members were reimbursed $1,546 and $350 for travel expenses and meeting expenses incurred respectively on behalf of the Organization.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Amgen Inc 5.7% 2/1/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Bank of America 5.625% 7/1/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Chevron Corp 4.95% 3/3/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3DOW Chemical 4.125% 11/15/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4General Elec 4.65% 10/17/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5Kinder Morgan 5.95% 2/15/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6Pepsico Inc 4.5% 1/15/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7Time Warner 4.875% 3/15/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8Wal-Mart 3.625% 7/8/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9Wellpoint 4.35% 8/15/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10Berk Hathaway 5.4% 5/15/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11Halliburton, 3.5% 8/1/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12Proctor & Gamble 2.3% 2/6/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13Apple 2.400%, 5/3/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14Goldman Sachs 5.95% 1/18/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15JPMorgan Chase 4.25% 10/15/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16Verizon 5.15%, 9/5/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17ConocoPhillips 5.75% 2/1/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18United Tech Corp 3.1% 6/1/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19Home Depot Inc, 3.0% 4/1/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20Metlife Inc, 3.6% 4/10/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21Novartis Capital Corp, 3.0% 11/20/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt011823
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt116493
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt216029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt39510
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt417551
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt58345
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt616141
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt76405
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt813742
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt96332
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1015787
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1113200
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1217034
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1314606
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1415626
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1513757
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt165529
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1718264
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt188223
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt197985
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt208212
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Consumer Discretionary-See Stock Stmt
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Consumer Staples-See Stock Stmt
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Energy-See Stock Stmt
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Financials-See Stock Stmt
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Health Care-See Stock Stmt
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Industrials-See Stock Stmt
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Information Technology-See Stock Stmt
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Materials-See Stock Stmt
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Telecommunication Svc's-See Stock Stmt
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9International Equities-See Stock Stmt
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Int'l Mutual Funds-See Stock Stmt
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Utilities-See Stock Stmt
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4305237
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5162789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt67804
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt72859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt828963
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt960736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1045677
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11122462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1246677
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1345000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt142438
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt153674
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1680514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17137138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18165269
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0IShares MBS, 280 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Ishares CMBS, 175 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2JP Morgan High Yield, 30,808.918 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3T Rowe Price Inst #170, 9,320.06 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Fidelity Adv Emerg Mkts, 22,610.163 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5GAI Agility Income Fund, 161.661 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6GAI Corbin Fund, 7,804.07 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Equinix Inc, 8 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Vanguard Infl. Protect., 1,136.691 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9AQR Mgd. Futures Strat. Fd, 6,516.701 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Blackrock Global Lng/Sht, 4,513.541 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Boston Ptnrs Res. Fd, 7,926.324 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12John Hancock Fd II, 4,792.332 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13Palmer Square SSI Alt Inc, 4,615.385 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14Forest City Realty Trust, 117 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15Gaming and Leisure Prop, 120 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16Brookfield Global RE, 6,374.808 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17Invesco Balanced-Risk Comm, 20,226.85 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18Principal Investors RE, 7,309.555 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt029775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2226446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt393946
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4305237
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5162789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt67804
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt72859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt828963
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt960736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1045677
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11122462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1246677
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1345000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt142438
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt153674
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1680514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17137138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18165269
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0234306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0151524
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0151713
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0194306
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01896
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0201964
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04529800
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03933024
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03391740
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05073095
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04529800
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01140071
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01138060
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01140071
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01138060
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0280778
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0252304
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0252304
IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04448184
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt071184
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0233722
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04674446
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04745630
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Douglas D Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Lawrence Finch
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Paul Cayard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Tom Seip
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Benita R Kline Not Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Harald J Leventhal Not Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Sec/Treas/Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Chair/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Asst. Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Berkeley
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0947101616
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1947101616
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2947101616
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3947101616
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd4947101616
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd5947101616
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0358909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0359771
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0961982
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0259736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0406260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0272202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0357439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.076781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.16996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.06729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.06013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04674446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05659951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06434705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06037857
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05896044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05944768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0708020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.383907
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0707158
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0708020
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0862
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0708020
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,529,800
Liabilities
$3,391,740
Net assets
$1,138,060
Revenue
$151,713
Expenses
$234,306
Net income
-$82,593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.05$0.57$1.30$2.49$1.19
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.18$1.93$1.37$1.62$0.25
2022Detailed filing. Detailed filing data is available for this year.$2.15$0.62$1.53$0.19$0.12$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.22$1.11$2.11$0.53$0.09$0.44
2020Detailed filing. Detailed filing data is available for this year.$3.50$1.58$1.92$0.19$0.14$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.74$2.07$1.67$0.33$0.14$0.19
2018Detailed filing. Detailed filing data is available for this year.$3.58$2.54$1.04$0.16$0.31$0.15
2017Detailed filing. Detailed filing data is available for this year.$4.58$2.97$1.61$0.20$0.22$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.53$3.39$1.14$0.15$0.23$0.08
2015Detailed filing. Detailed filing data is available for this year.$5.07$3.93$1.14$0.21$4.74$4.52
2014Detailed filing. Detailed filing data is available for this year.$6.21$0.32$5.88$0.25$0.21$0.04
2013Summary only. Only limited summary data is available for this year.$6.26$0.36$0.25$0.83$0.58
2012Summary only. Only limited summary data is available for this year.$6.07$0.00$0.39$0.19$0.20
2011Summary only. Only limited summary data is available for this year.$5.82$0.15$0.42$0.21$0.21