Civic Intelligence

The Silver Lining Foundation

990PF • Fiscal year 2017 • EIN 94-3285094

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 22, 2018

Organization Profile
18 Crow Canyon CourtSan Ramon, CA 94583

(925) 552-1400

Siviq Scores

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

Liabilities / Assets

20th percentile

0.02x

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

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

Liabilities / Revenue

50th percentile

0.39x

Higher debt load relative to revenue than 50% of similar nonprofits.

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

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

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

Top Officer Pay

12th percentile

$9,526

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

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

Asset Growth

88th percentile

22%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

93rd percentile

105%

Faster revenue growth than 93% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$80,292,386

Up $14,746,980 (+22%) from 2016

Net Assets

Up

$78,791,201

Up $14,912,063 (+23%) from 2016

Liabilities

Down

$1,501,185

Down $165,083 (-9.9%) from 2016

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin71st percentile

Revenue

Up

$3,881,899

Up $1,988,192 (+105%) from 2016

Expenses

Up

$3,315,433

Up $283,470 (+9.3%) from 2016

Net Income

Up

$566,466

Up $1,704,722 (+150%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$100M$50M$0Assets 2011: $41,271,896Liabilities 2011: $4,324,475Net Assets 2011: $36,947,4212011Assets 2012: $34,980,993Liabilities 2012: $4,247,213Net Assets 2012: $30,733,7802012Assets 2013: $43,437,128Liabilities 2013: $4,487,465Net Assets 2013: $38,949,6632013Assets 2014: $60,783,032Liabilities 2014: $4,850,573Net Assets 2014: $55,932,4592014Assets 2015: $63,567,143Liabilities 2015: $1,807,503Net Assets 2015: $61,759,6402015Assets 2016: $65,545,406Liabilities 2016: $1,666,268Net Assets 2016: $63,879,1382016Assets 2017: $80,292,386Liabilities 2017: $1,501,185Net Assets 2017: $78,791,2012017Assets 2018: $78,428,108Liabilities 2018: $386,533Net Assets 2018: $78,041,5752018Assets 2019: $93,991,341Liabilities 2019: $104,498Net Assets 2019: $93,886,8432019Assets 2020: $80,651,636Liabilities 2020: $102,218Net Assets 2020: $80,549,4182020Assets 2021: $82,275,065Liabilities 2021: $261,117Net Assets 2021: $82,013,9482021Assets 2022: $48,620,573Liabilities 2022: $923,989Net Assets 2022: $47,696,5842022Assets 2023: $75,071,927Liabilities 2023: $1,516,360Net Assets 2023: $73,555,5672023Assets 2024: $40,500,981Liabilities 2024: $814,563Net Assets 2024: $39,686,4182024

Highlighted filing

2017

Assets$80,292,386
Liabilities$1,501,185
Net Assets$78,791,201
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$20M$10M$0-$10MExpenses 2011: $1,846,3872011Expenses 2012: $2,013,5782012Revenue 2013: $1,936,876Expenses 2013: $2,250,965Net Income 2013: -$314,0892013Revenue 2014: $1,689,242Expenses 2014: $2,114,275Net Income 2014: -$425,0332014Revenue 2015: $12,040,218Expenses 2015: $2,719,091Net Income 2015: $9,321,1272015Revenue 2016: $1,893,707Expenses 2016: $3,031,963Net Income 2016: -$1,138,2562016Revenue 2017: $3,881,899Expenses 2017: $3,315,433Net Income 2017: $566,4662017Revenue 2018: $17,836,228Expenses 2018: $3,725,152Net Income 2018: $14,111,0762018Revenue 2019: $2,114,500Expenses 2019: $5,335,476Net Income 2019: -$3,220,9762019Revenue 2020: $2,020,179Expenses 2020: $4,462,348Net Income 2020: -$2,442,1692020Revenue 2021: $8,390,863Expenses 2021: $4,507,850Net Income 2021: $3,883,0132021Revenue 2022: $2,921,840Expenses 2022: $4,426,652Net Income 2022: -$1,504,8122022Revenue 2023: $2,370,752Expenses 2023: $4,119,376Net Income 2023: -$1,748,6242023Revenue 2024: $4,009,401Expenses 2024: $3,724,154Net Income 2024: $285,2472024

Highlighted filing

2017

Revenue$3,881,899
Expenses$3,315,433
Net Income$566,466
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 22, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP W HALPERINPresidentPT$2,307$7,219$9,526
PEGGY ANNE DOWSecretary-$0--
MAURINE S HALPERINManager-$0--
Filing and Contact Details

Filer

Filer Name
The Silver Lining Foundation
EIN
94-3285094
Phone
9255521400
Address
18 CROW CANYON COURT, SAN RAMON, CA 94583

Signing Officer

Name
Philip W Halperin
Title
President
Signed
2018-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Claridad & Crowe CPAs
Address
PO Box 907, Mill Valley, CA 94942
Preparer
Jasmine C Claridad
Phone
4158883645
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0UNIVERSITY TECHNOLOGY
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-164
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03876899
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03876899
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt027688
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt027688
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02016242
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01592
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0715
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02307
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02866829
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02866829
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt095097
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt095097
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01856258
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01856258
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0566466
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02290559
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt022183
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04563
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04563
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt022183
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02016242
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03605403
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt013969
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt06984
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt020953
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt090359
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt054819
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0145179
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011410
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt036697
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt048107
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-164
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-164
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt041350
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt018619
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt059969
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt06594
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08694
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt015288
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03043936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0271496
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03315433
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03876899
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03881899
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0177107
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0271496
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0448604
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt011833
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt011833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt067250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt144859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt413270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt511680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt63844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt762593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt817944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt96467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt104943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1126578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt76509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt113152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt131993594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt76509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt113152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt131993594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt069960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt149620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt412655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt512085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt769102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt819816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt97613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt105982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1129730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt131993715
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/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc05771 DFA INTL CORE EQUTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12623 DFA INTL CORE EQUTY

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Filings

Displayed year

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

Open filing
Assets
$80,292,386
Liabilities
$1,501,185
Net assets
$78,791,201
Revenue
$3,881,899
Expenses
$3,315,433
Net income
$566,466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$40.5$0.81$39.7$4.01$3.72$0.29
2023Detailed filing. Detailed filing data is available for this year.$75.1$1.52$73.6$2.37$4.12$1.75
2022Detailed filing. Detailed filing data is available for this year.$48.6$0.92$47.7$2.92$4.43$1.50
2021Detailed filing. Detailed filing data is available for this year.$82.3$0.26$82.0$8.39$4.51$3.88
2020Detailed filing. Detailed filing data is available for this year.$80.7$0.10$80.5$2.02$4.46$2.44
2019Detailed filing. Detailed filing data is available for this year.$94.0$0.10$93.9$2.11$5.34$3.22
2018Detailed filing. Detailed filing data is available for this year.$78.4$0.39$78.0$17.8$3.73$14.1
2017Detailed filing. Detailed filing data is available for this year.$80.3$1.50$78.8$3.88$3.32$0.57
2016Detailed filing. Detailed filing data is available for this year.$65.5$1.67$63.9$1.89$3.03$1.14
2015Detailed filing. Detailed filing data is available for this year.$63.6$1.81$61.8$12.0$2.72$9.32
2014Detailed filing. Detailed filing data is available for this year.$60.8$4.85$55.9$1.69$2.11$0.43
2013Detailed filing. Detailed filing data is available for this year.$43.4$4.49$38.9$1.94$2.25$0.31
2012Detailed filing. Detailed filing data is available for this year.$35.0$4.25$30.7$2.01
2011Detailed filing. Detailed filing data is available for this year.$41.3$4.32$36.9$1.85