Civic Intelligence

The Silver Lining Foundation

990PF • Fiscal year 2020 • EIN 94-3285094

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 14, 2021

Organization Profile

View Organization Page

One Lombard Street No 305San Francisco, CA 94111

(415) 834-9934

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

0.05x

Higher debt load relative to revenue than 22% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

4th percentile

-121%

Higher net margin than 4% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

20th percentile

$89,250

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

4th percentile

-14%

Faster asset growth than 4% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-4.5%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$80,651,636

Down $13,339,705 (-14%) from 2019

Net Assets

Down

$80,549,418

Down $13,337,425 (-14%) from 2019

Liabilities

Down

$102,218

Down $2,280 (-2.2%) from 2019

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin4th percentile

Revenue

Down

$2,020,179

Down $94,321 (-4.5%) from 2019

Expenses

Down

$4,462,348

Down $873,128 (-16%) from 2019

Net Income

Up

-$2,442,169

Up $778,807 (+24%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2020

Assets$80,651,636
Liabilities$102,218
Net Assets$80,549,418
Open 2020 Filing

Operations Trend

Revenue Growth35th 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

2020

Revenue$2,020,179
Expenses$4,462,348
Net Income-$2,442,169
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 14, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE KIDDExecutive DirectorPT$89,250-$89,250
PHILIP W HALPERINPresidentPT$2,307$6,411$8,718
PEGGY ANNE DOWSecretary-$0--
MAURINE S HALPERINDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Silver Lining Foundation
EIN
94-3285094
Phone
4158349934
Address
ONE LOMBARD STREET NO 305, SAN FRANCISCO, CA 94111

Signing Officer

Name
Philip W Halperin
Title
President
Phone
9255521400
Signed
2021-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
101 SECOND STREET SUITE 900, SAN FRANCISCO, CA 94105
Preparer
Michael Lumsden
Phone
4159561500
Raw XML AppendixShowing 400 of 991 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-6746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-9711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-51292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt912892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1077113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-57267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-12211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1413612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0182772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt136557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2149980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt399980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt484164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt549892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6994865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7241980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8499980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9149980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10449980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11499980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1313612
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/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02,010 SH ISHARES COHEN AND STEERS REIT ETF: ICF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100 SH SPDR S&P 500 ETF: SPY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27,204.611 SH DFA EMERGING MARKETS CORE EQUITY I: DFCEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc34,528.986 SH DFA EMERGING MARKETS CORE EQUITY I: DFCEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43,726.62 SH DFA EMERGING MARKETS CORE EQUITY I: DFCEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc55,878.882 SH DFA GLBL REAL ESTATE - SEC PORT INST: DFGEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc678,275.758 SH DFA INTERNATIONAL CORE EQUITY I: DFIEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc711,085.662 SH DFA US CORE EQTY I PORT INSTL: DFEQX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc825,497.195 SH DFA US CORE EQTY 2 PORT INSTL: DFQTX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc96,393.862 SH DFA US CORE EQUITY 2 I: DFQTX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1017,489.312 SH DFA US CORE EQUITY 2 I: DFQTX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1145,787.546 SH PIMCO INCM INST CL: PIMIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12SHORT TERM CAPITAL GAIN FROM PASSTHROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13LONG TERM CAPITAL LOSS FROM PASSTHROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt011307
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2442169
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt010895256
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt091444674
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt093886843
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt080549418
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04183293
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04183293
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04183293
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04209723
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt026430
IRS990PF/DistributableAmountGrp/TotalTaxAmt026430
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0315366
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0341796
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt026430
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0315366
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt026430
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt026430
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0341796
IRS990PF/FMVAssetsEOYAmt080651636
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt04373
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt016885
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0279991
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0169927
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0169927
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt076700108
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt079151950
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt079151950
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0434511
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0902568
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0561485
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0468057
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0468057
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt093886843
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt080549418
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt073862
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt059217
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt059217
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt013415267
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt063970
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt063970
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0100125
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt085333
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0341796
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0341796
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0341796
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02618832
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0396719
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0396719
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt093991341
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt080651636
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt080651636
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0104498
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0102218
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt093991341
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt080651636
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt093886843
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt080549418
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt085476610
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02416019
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt082580946
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01282149
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0479645
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04209723
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt084194461
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt085476610
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt014.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt122.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt065298
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt152800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt03483
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt14842
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0MACY PARKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1SARAH GRADY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0SENIOR PROGRAM OFFIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PROGRAM AND GRANTS M
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd194111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt314.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt389250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt06411
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PHILIP W HALPERIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PEGGY ANNE DOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MAURINE S HALPERIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JULIE KIDD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294111

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,651,636
Liabilities
$102,218
Net assets
$80,549,418
Revenue
$2,020,179
Expenses
$4,462,348
Net income
-$2,442,169
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