Civic Intelligence

The Silver Lining Foundation

990PF • Fiscal year 2021 • EIN 94-3285094

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile

View Organization Page

One Lombard Street 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

20th percentile

0.00x

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.03x

Higher debt load relative to revenue than 23% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

80th percentile

46%

Higher net margin than 80% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

25th percentile

$124,881

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

24th percentile

2.0%

Faster asset growth than 24% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

315%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$82,275,065

Up $1,623,429 (+2.0%) from 2020

Net Assets

Up

$82,013,948

Up $1,464,530 (+1.8%) from 2020

Liabilities

Up

$261,117

Up $158,899 (+155%) from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin80th percentile

Revenue

Up

$8,390,863

Up $6,370,684 (+315%) from 2020

Expenses

Up

$4,507,850

Up $45,502 (+1.0%) from 2020

Net Income

Up

$3,883,013

Up $6,325,182 (+259%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2021

Assets$82,275,065
Liabilities$261,117
Net Assets$82,013,948
Open 2021 Filing

Operations Trend

Revenue Growth95th 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

2021

Revenue$8,390,863
Expenses$4,507,850
Net Income$3,883,013
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE KIDDExecutive DirectorPT$124,881-$124,881
PHILIP W HALPERINPresidentPT$2,307$6,824$9,131
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 305, SAN FRANCISCO, CA 94111

Signing Officer

Name
Philip W Halperin
Title
President
Phone
9255521400
Signed
2022-11-14
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 938 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/PropertyDesc4SHORT TERM CAPITAL LOSS FROM PASSTHROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5LONG TERM CAPITAL GAIN FROM PASSTHROUGH
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06479716
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03883013
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02392055
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt084406003
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt080522990
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt082013948
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04149046
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04149046
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04149046
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04264302
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0115256
IRS990PF/DistributableAmountGrp/TotalTaxAmt0115256
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0200110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0315366
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0115256
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0200110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0115256
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0115256
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0315366
IRS990PF/FMVAssetsEOYAmt082275065
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt016885
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt039344
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0169927
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0278184
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0278184
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt079151950
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt078217878
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt078217878
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0150000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0526912
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0914804
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0468057
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0387892
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0387892
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt080522990
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt082013948
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt059219
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0101770
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0101770
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt063970
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt055324
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt055324
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt085333
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt071773
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0315366
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0318625
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0318625
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0396719
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02915392
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02915392
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt080625208
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt082275065
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt082275065
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0102218
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0261117
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt080625208
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt082275065
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt080522990
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt082013948
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt086584802
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05694401
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt080414682
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01298772
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0475719
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04264302
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt085286030
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt086584802
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt014.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt064303
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt03474
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0MACY PARKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0SENIOR PROGRAM OFFIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0PANORAMA ADVISORS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1JASON WEEBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2WICOFF CONSULTING LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3GOLDSTEIN MUNGER & ASSOCIATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0238967
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1123054
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt266233
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt358400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0PROGRAM CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1PROGRAM CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2PROGRAM CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3INVESTMENT ADVISORY SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt056 AVON ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt11047 CURTIS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt251 MIRABEL AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt318 CROWE CANYON COURT 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0KENSINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1ALBANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3SAN RAMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094707
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd194706
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd294110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd394583
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/CompensationAmt3124881
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt06824
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt012236
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt04090028
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt04102264
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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/PayCompDisqualifiedPrsnInd01
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/IndividualWithBooksNm0KATHY SO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0ONE LOMBARD STREET SUITE 305
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN FRANCISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094111
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,275,065
Liabilities
$261,117
Net assets
$82,013,948
Revenue
$8,390,863
Expenses
$4,507,850
Net income
$3,883,013
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