Civic Intelligence

Tulley and Elise Friedman Fund

990PF • Fiscal year 2019 • EIN 94-3264446

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

Organization Profile
One Maritime Plaza Suite 2200San Francisco, CA 94111

(415) 402-2101

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

49th percentile

2.3%

Faster asset growth than 49% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-57%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$7,547,719

Up $173,246 (+2.3%) from 2018

Net Assets

Up

$7,547,719

Up $173,246 (+2.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin88th percentile

Revenue

Down

$361,985

Down $473,832 (-57%) from 2018

Expenses

Up

$191,692

Up $95,372 (+99%) from 2018

Net Income

Down

$170,293

Down $569,204 (-77%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$10M$5.0M$0Assets 2011: $4,473,213Liabilities 2011: $02011Assets 2012: $8,503,252Liabilities 2012: $02012Assets 2013: $9,660,596Liabilities 2013: $02013Assets 2014: $9,645,663Liabilities 2014: $02014Assets 2015: $8,612,870Liabilities 2015: $02015Assets 2017: $6,625,596Liabilities 2017: $0Net Assets 2017: $6,625,5962017Assets 2018: $7,374,473Liabilities 2018: $0Net Assets 2018: $7,374,4732018Assets 2019: $7,547,719Liabilities 2019: $0Net Assets 2019: $7,547,7192019Assets 2020: $7,611,047Liabilities 2020: $0Net Assets 2020: $7,611,0472020Assets 2021: $7,973,980Liabilities 2021: $0Net Assets 2021: $7,973,9802021Assets 2022: $8,072,082Liabilities 2022: $0Net Assets 2022: $8,072,0822022Assets 2023: $8,173,018Liabilities 2023: $0Net Assets 2023: $8,173,0182023Assets 2024: $8,677,770Liabilities 2024: $113,696Net Assets 2024: $8,564,0742024

Highlighted filing

2019

Assets$7,547,719
Liabilities$0
Net Assets$7,547,719
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $5,774,214Expenses 2011: $1,683,711Net Income 2011: $4,090,5032011Revenue 2012: $6,134,251Expenses 2012: $2,049,145Net Income 2012: $4,085,1062012Revenue 2013: $1,686,025Expenses 2013: $528,681Net Income 2013: $1,157,3442013Revenue 2014: $356,059Expenses 2014: $370,992Net Income 2014: -$14,9332014Revenue 2015: $114,259Expenses 2015: $1,040,547Net Income 2015: -$926,2882015Revenue 2017: $184,718Expenses 2017: $1,250,431Net Income 2017: -$1,065,7132017Revenue 2018: $835,817Expenses 2018: $96,320Net Income 2018: $739,4972018Revenue 2019: $361,985Expenses 2019: $191,692Net Income 2019: $170,2932019Revenue 2020: $127,928Expenses 2020: $64,600Net Income 2020: $63,3282020Revenue 2021: $450,139Expenses 2021: $87,206Net Income 2021: $362,9332021Revenue 2022: $161,532Expenses 2022: $64,346Net Income 2022: $97,1862022Revenue 2023: $371,582Expenses 2023: $173,859Net Income 2023: $197,7232023Revenue 2024: $1,184,561Expenses 2024: $853,956Net Income 2024: $330,6052024

Highlighted filing

2019

Revenue$361,985
Expenses$191,692
Net Income$170,293
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TULLY M FRIEDMANPresident-$0--
ELISE FRIEDMANVice President-$0--
KATHRYN HALLAsst Sec-$0--
Filing and Contact Details

Filer

Filer Name
Tully & Elise Friedman Fund
EIN
94-3264446
Phone
4154022101
Address
ONE MARITIME PLAZA SUITE 2200, SAN FRANCISCO, CA 94111

Signing Officer

Name
Tully M Friedman
Title
President
Phone
4154022101
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
333 BUSH STREET SUITE 1700, SAN FRANCISCO, CA 94104
Preparer
Francis R Cassidy
Phone
4157642700
Raw XML Appendix370 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0100773
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0100773
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/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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/IndividualWithBooksNm0TULLY FRIEDMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0ONE MARITIME PLAZA STE 2200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN FRANCISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094111
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04154022101
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0AG.CA.GOV/CHARITIES
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HARVARD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt086 BRATTLE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002138
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0100773
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0379994
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0279221
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0787892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0598317
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0303668
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0279221
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01410656
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0787892
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0598317
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt024447
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100773
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01410656
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01689877
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0HCP ABSOLUTE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt062439
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt062439
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt025824
OtherIncomeSchedule2/OtherIncomeDetail/Desc0HCP ABSOLUTE OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt025824
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt025824
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02953
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PPA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01546
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0773
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0773
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0105
TaxesSchedule/TaxesDetail/Amt16037
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0105
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt16037
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TULLY M FRIEDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04154022101
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TULLY & ELISE FRIEDMAN FUND
ReturnHeader/Filer/BusinessNameControlTxt0TULL
ReturnHeader/Filer/EIN0943264446
ReturnHeader/Filer/PhoneNum04154022101
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE MARITIME PLAZA SUITE 2200
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094111
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B121E4F89A6E3CAAF0921156A836A807753AF40C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.162.65.74
ReturnHeader/FilingSecurityInformation/IPDt02020-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:02:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 BUSH STREET SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04157642700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS R CASSIDY
ReturnHeader/ReturnTs02020-11-13T18:10:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,547,719
Liabilities
$0
Net assets
$7,547,719
Revenue
$361,985
Expenses
$191,692
Net income
$170,293
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.68$0.11$8.56$1.18$0.85$0.33
2023Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$0.37$0.17$0.20
2022Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$0.16$0.06$0.10
2021Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.45$0.09$0.36
2020Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$0.13$0.06$0.06
2019Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.36$0.19$0.17
2018Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$0.84$0.10$0.74
2017Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.18$1.25$1.07
2015Summary only. Only limited summary data is available for this year.$8.61$0.00$0.11$1.04$0.93
2014Summary only. Only limited summary data is available for this year.$9.65$0.00$0.36$0.37$0.01
2013Summary only. Only limited summary data is available for this year.$9.66$0.00$1.69$0.53$1.16
2012Summary only. Only limited summary data is available for this year.$8.50$0.00$6.13$2.05$4.09
2011Summary only. Only limited summary data is available for this year.$4.47$0.00$5.77$1.68$4.09