Civic Intelligence

Kalliopeia Foundation

990PF • Fiscal year 2023 • EIN 94-3270387

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 13, 2025

Organization Profile

View Organization Page

PO Box 246Inverness, CA 94937

(415) 482-1043

Siviq Scores

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

Liabilities / Assets

18th percentile

0.02x

Higher debt load relative to assets than 18% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

20th percentile

0.11x

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

2023 filings • $250M-$1B nonprofits • Source year 2023

Net Margin

96th percentile

67%

Higher net margin than 96% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

16th percentile

$241,523

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2023 filings • $250M-$1B nonprofits • Source year 2023

Asset Growth

92nd percentile

25%

Faster asset growth than 92% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-67%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$284,507,941

Up $56,019,596 (+25%) from 2022

Net Assets

Up

$279,412,971

Up $55,819,940 (+25%) from 2022

Liabilities

Up

$5,094,970

Up $199,656 (+4.1%) from 2022

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin96th percentile

Revenue

Down

$46,125,271

Down $92,953,023 (-67%) from 2022

Expenses

Down

$15,208,871

Down $846,348 (-5.3%) from 2022

Net Income

Down

$30,916,400

Down $92,106,675 (-75%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$300M$200M$100M$0Assets 2011: $61,276,780Liabilities 2011: $219,5472011Assets 2012: $71,774,714Liabilities 2012: $167,8612012Assets 2013: $79,583,730Liabilities 2013: $349,9832013Assets 2014: $86,378,642Liabilities 2014: $556,913Net Assets 2014: $85,821,7292014Assets 2015: $90,079,035Liabilities 2015: $376,566Net Assets 2015: $89,702,4692015Assets 2016: $96,604,106Liabilities 2016: $408,818Net Assets 2016: $96,195,2882016Assets 2017: $106,303,390Liabilities 2017: $819,949Net Assets 2017: $105,483,4412017Assets 2018: $103,749,324Liabilities 2018: $1,527,306Net Assets 2018: $102,222,0182018Assets 2019: $116,507,976Liabilities 2019: $1,809,533Net Assets 2019: $114,698,4432019Assets 2020: $116,317,947Liabilities 2020: $1,927,932Net Assets 2020: $114,390,0152020Assets 2021: $117,739,636Liabilities 2021: $1,878,278Net Assets 2021: $115,861,3582021Assets 2022: $228,488,345Liabilities 2022: $4,895,314Net Assets 2022: $223,593,0312022Assets 2023: $284,507,941Liabilities 2023: $5,094,970Net Assets 2023: $279,412,9712023Assets 2024: $291,607,071Liabilities 2024: $3,923,648Net Assets 2024: $287,683,4232024

Highlighted filing

2023

Assets$284,507,941
Liabilities$5,094,970
Net Assets$279,412,971
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

$150M$100M$50M$0-$50MRevenue 2011: $6,604,306Expenses 2011: $8,962,648Net Income 2011: -$2,358,3422011Revenue 2012: $17,534,605Expenses 2012: $8,996,111Net Income 2012: $8,538,4942012Revenue 2013: $13,146,665Expenses 2013: $11,536,875Net Income 2013: $1,609,7902013Revenue 2014: $18,501,849Expenses 2014: $9,983,533Net Income 2014: $8,518,3162014Revenue 2015: $17,809,980Expenses 2015: $10,410,295Net Income 2015: $7,399,6852015Revenue 2016: $14,479,066Expenses 2016: $9,672,324Net Income 2016: $4,806,7422016Revenue 2017: $14,732,960Expenses 2017: $10,872,234Net Income 2017: $3,860,7262017Revenue 2018: $14,321,133Expenses 2018: $11,519,994Net Income 2018: $2,801,1392018Revenue 2019: $18,401,829Expenses 2019: $11,965,675Net Income 2019: $6,436,1542019Revenue 2020: $5,855,321Expenses 2020: $11,531,492Net Income 2020: -$5,676,1712020Revenue 2021: $4,536,104Expenses 2021: $11,944,201Net Income 2021: -$7,408,0972021Revenue 2022: $139,078,294Expenses 2022: $16,055,219Net Income 2022: $123,023,0752022Revenue 2023: $46,125,271Expenses 2023: $15,208,871Net Income 2023: $30,916,4002023Revenue 2024: $18,406,741Expenses 2024: $14,205,571Net Income 2024: $4,201,1702024

Highlighted filing

2023

Revenue$46,125,271
Expenses$15,208,871
Net Income$30,916,400
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 13, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Z Fuller-RowellExecutive DirectorFT$195,000$46,523$241,523
L KlegerBoard Chair-$25,000-$25,000
J HuxleyDirector-$25,000-$25,000
S ManuDirector-$25,000-$25,000
D WeerenSect'Y/Treas-$25,000-$25,000
Z WhalenDirector-$25,000-$25,000
Filing and Contact Details

Filer

Filer Name
Kalliopeia Foundation
EIN
94-3270387
Phone
4154821043
Address
PO Box 246, Inverness, CA 94937

Signing Officer

Name
Zoe Fuller-Rowell
Title
Executive Director
Signed
2025-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Erik Satow
Phone
4159830200
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt364023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt448528002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1125500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1685445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3137150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-137150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-64023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61526069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1125500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1685445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3137150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-137150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-64023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61526069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt052712054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1125500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2137150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt350054071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sales of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gains From Partnerships
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Capital Gain From Partnerships - UBIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Cap Gains fr Psps- Reported on 990-T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Asset Disposal
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Sale of Donated Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-92230
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt030916400
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt024903540
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0279412971
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0223593031
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0279412971
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt084866
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt085000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt075000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt075134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt084866
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt075134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt075134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0160000
IRS990PF/FMVAssetsEOYAmt0284507941
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0385849
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0559443
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt011214
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt05020
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt011214
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt011214
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04171727
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01922433
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01922433
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt017054885
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt037212614
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt037212614
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0144174027
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0174164454
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0174164454
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt04088500
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt03954500
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0955273
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt07914926
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt06495864
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt06959653
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt06959653
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0223593031
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0279412971
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt011183264
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt025157534
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt025157534
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt037506134
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt013188356
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt013188356
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0420965
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0581027
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt018832
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt049117
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt049117
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03856436
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt011367031
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt011367031
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0228488345
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0284507941
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0284507941
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04895314
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05094970
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0228488345
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0284507941
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0223593031
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0279412971
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt04022156
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt014475535
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt014475535
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0238026239
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013260740
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0224765499
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03570394
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011722792
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0234455845
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0238026239
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt135.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt235.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt335.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt435.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0172811
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1175600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2173500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3162000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4193000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt035936
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt162178
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt271115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt368095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt456368
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Cleary Vaughan-Lee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1Emmanuel Vaughan-Lee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2Greg Hagerman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3Sohrob Nabatian
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4Teresa Dunbar
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Dir GOP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1Dir. SE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2Fin Mgr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3Dir. Grants
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4Dir Fin & Inv
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0PO Box 246
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1PO Box 246
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2PO Box 246
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3PO Box 246
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt4PO Box 246
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Inverness
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Inverness
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2Inverness
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3Inverness
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4Inverness
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094937
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd194937
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd294937
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd394937
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd494937
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Studio Airport
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1mwworks ad
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2Tiedemann Wealth Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3Emergence LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0282734
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1242401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2327434
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3138930
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt4189210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt0Hooghiemstraplein 73
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CityNm0Utrecht
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd0NL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ForeignPostalCd03514 AX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0Adam Loften dba Loften Productions
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Design/Web Dev
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Architect Services
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Investment Advisors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3Film Producer

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$284,507,941
Liabilities
$5,094,970
Net assets
$279,412,971
Revenue
$46,125,271
Expenses
$15,208,871
Net income
$30,916,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$292$3.92$288$18.4$14.2$4.20
2023Detailed filing. Detailed filing data is available for this year.$285$5.09$279$46.1$15.2$30.9
2022Detailed filing. Detailed filing data is available for this year.$228$4.90$224$139$16.1$123
2021Detailed filing. Detailed filing data is available for this year.$118$1.88$116$4.54$11.9$7.41
2020Detailed filing. Detailed filing data is available for this year.$116$1.93$114$5.86$11.5$5.68
2019Detailed filing. Detailed filing data is available for this year.$117$1.81$115$18.4$12.0$6.44
2018Detailed filing. Detailed filing data is available for this year.$104$1.53$102$14.3$11.5$2.80
2017Detailed filing. Detailed filing data is available for this year.$106$0.82$105$14.7$10.9$3.86
2016Detailed filing. Detailed filing data is available for this year.$96.6$0.41$96.2$14.5$9.67$4.81
2015Detailed filing. Detailed filing data is available for this year.$90.1$0.38$89.7$17.8$10.4$7.40
2014Detailed filing. Detailed filing data is available for this year.$86.4$0.56$85.8$18.5$9.98$8.52
2013Summary only. Only limited summary data is available for this year.$79.6$0.35$13.1$11.5$1.61
2012Summary only. Only limited summary data is available for this year.$71.8$0.17$17.5$9.00$8.54
2011Summary only. Only limited summary data is available for this year.$61.3$0.22$6.60$8.96$2.36