Civic Intelligence

Hart Family Foundation Co Tivoli Asset Management

990PF • Fiscal year 2014 • EIN 94-3302539

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 06, 2015

Organization Profile
1100 Larkspur Circle Suite 290Larkspur, CA 94939

(415) 898-4802

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

46th percentile

$12,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

81st percentile

15%

Faster asset growth than 81% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

339%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,019,219

Up $270,492 (+15%) from 2013

Net Assets

Up

$2,019,219

Up $270,492 (+15%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin95th percentile

Revenue

Up

$353,121

Up $272,718 (+339%) from 2013

Expenses

Down

$82,629

Down $74,656 (-47%) from 2013

Net Income

Up

$270,492

Up $347,374 (+452%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,254,533Liabilities 2010: $0Net Assets 2010: $2,254,5332010Assets 2011: $2,025,998Liabilities 2011: $0Net Assets 2011: $2,025,9982011Assets 2012: $1,825,609Liabilities 2012: $0Net Assets 2012: $1,825,6092012Assets 2013: $1,748,727Liabilities 2013: $0Net Assets 2013: $1,748,7272013Assets 2014: $2,019,219Liabilities 2014: $0Net Assets 2014: $2,019,2192014Assets 2015: $2,033,764Liabilities 2015: $02015Assets 2017: $1,757,692Liabilities 2017: $0Net Assets 2017: $1,757,6922017Assets 2018: $1,593,315Liabilities 2018: $0Net Assets 2018: $1,593,3152018Assets 2019: $894,287Liabilities 2019: $0Net Assets 2019: $894,2872019Assets 2020: $752,276Liabilities 2020: $0Net Assets 2020: $752,2762020Assets 2021: $761,515Liabilities 2021: $0Net Assets 2021: $761,5152021Assets 2022: $711,123Liabilities 2022: $0Net Assets 2022: $711,1232022Assets 2023: $602,352Liabilities 2023: $0Net Assets 2023: $602,3522023Assets 2024: $536,502Liabilities 2024: $0Net Assets 2024: $536,5022024

Highlighted filing

2014

Assets$2,019,219
Liabilities$0
Net Assets$2,019,219
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$500K$0-$500K-$1.0MExpenses 2010: $169,6612010Expenses 2011: $190,9782011Expenses 2012: $245,2652012Revenue 2013: $80,403Expenses 2013: $157,285Net Income 2013: -$76,8822013Revenue 2014: $353,121Expenses 2014: $82,629Net Income 2014: $270,4922014Revenue 2015: $124,374Expenses 2015: $109,829Net Income 2015: $14,5452015Revenue 2017: $19,741Expenses 2017: $165,192Net Income 2017: -$145,4512017Revenue 2018: $71,742Expenses 2018: $236,119Net Income 2018: -$164,3772018Revenue 2019: -$335,116Expenses 2019: $360,828Net Income 2019: -$695,9442019Revenue 2020: $82,364Expenses 2020: $225,285Net Income 2020: -$142,9212020Revenue 2021: $253,258Expenses 2021: $234,003Net Income 2021: $19,2552021Revenue 2022: $127,698Expenses 2022: $185,841Net Income 2022: -$58,1432022Revenue 2023: $80,392Expenses 2023: $189,282Net Income 2023: -$108,8902023Revenue 2024: $30,432Expenses 2024: $96,282Net Income 2024: -$65,8502024

Highlighted filing

2014

Revenue$353,121
Expenses$82,629
Net Income$270,492
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 6, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH H ARMSTRONG CO TIVOLIPresidentPT$12,000-$12,000
KATHERINE E HART CO TIVOLIChairman-$0--
D MICHAEL HARTJR CO TIVOLIVP/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Hart Family Foundation Co Tivoli Asset Management
EIN
94-3302539
Phone
4158984802
Address
1100 LARKSPUR CIRCLE SUITE 290, LARKSPUR, CA 94939

Signing Officer

Name
Elizabeth Hart-armstrong
Title
President
Phone
4158984802
Signed
2015-07-06

Preparer

Firm
Novogradac & Company Llp
Address
246 FIRST STREET FLOOR 2, SAN FRANCISCO, CA 94105
Preparer
Jon Krabbenschmidt
Phone
4153568000
Raw XML AppendixShowing 400 of 601 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/GrossSalesPriceAmt712792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt86923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt911708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1012400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1359638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14275815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17198808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt187000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1925000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2071039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2135754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt228746
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/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0241.992 ASTON TAMRO SMALL CAP FUND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10.667 CDK GLOBAL INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2101 CDK GLOBAL INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3400 FREEPORT MCMORAN INC CL B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4400 JPMORGAN CHASE & CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5150 KELLOGG CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc642.26 MATTHEWS PACIFIC TIGER FUND - IS #102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7125 MCDONALDS CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8175 NETAPP INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9200 TARGET CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10200 WALGREEN CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc110.5 WASHINGTON PRIME GROUP INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1237 WASHINGTON PRIME GROUP INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc132583.979 ASTON TAMRO SMALL CAP FUND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1419396.291 ATLANTIC TRUST DISCIPLINED EQUITY FUND - INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1517337.031 ATLANTIC TRUST DISCIPLINED EQUITY FUND - INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1617265.193 ATLANTIC TRUST DISCIPLINED EQUITY FUND - INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1712985.475 ATLANTIC TRUST DISCIPLINED EQUITY FUND - INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc187000 DU PONT E I DE NEMOURS & CO NT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1925000 JPMORGAN CHASE & CO SR NT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc202917.411 MATTHEWS PACIFIC TIGER FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2135000 MERCK & CO INC NT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22LONG TERM CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172014-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182014-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192014-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202014-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0312968
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0270492
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02019219
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01748727
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02019219
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt094946
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt094946
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt094946
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0101150
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06204
IRS990PF/DistributableAmountGrp/TotalTaxAmt06204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt023
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt06227
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt02133572
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0352
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0352
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0352
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02757634
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02757634
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02613
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt019571
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt019571
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0678099
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0687486
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0708264
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0808753
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0953219
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01046794
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt037242
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt054319
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt027668
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt017077
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt017077
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt08400
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt017969
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt017969
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-1008907
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-738415
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0223194
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0323545
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0323545
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01748727
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02019219
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02133572
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01748727
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02019219
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01748727
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02019219
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02053798
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011092
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02042706
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt030807
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0101150
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02022991
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02053798
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt112000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATHERINE E HART CO TIVOLI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH H ARMSTRONG CO TIVOLI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2D MICHAEL HARTJR CO TIVOLI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01100 LARKSPUR CIRCLE SUITE 290
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11100 LARKSPUR CIRCLE SUITE 290
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2923 INCLINE WAY SUITE 34
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LARKSPUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LARKSPUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2INCLINE VILLAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094939
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194939
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd289451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0151842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0154944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0126308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0189383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0141248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0148484
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0146333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.075058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.065436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.098395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.069094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.070399
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.071967
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02022991
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01930246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01924729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02044292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02109186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02033340

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,019,219
Liabilities
$0
Net assets
$2,019,219
Revenue
$353,121
Expenses
$82,629
Net income
$270,492
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.03$0.10$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.08$0.19$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.13$0.19$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.25$0.23$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.08$0.23$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.34$0.36$0.70
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.07$0.24$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.02$0.17$0.15
2015Summary only. Only limited summary data is available for this year.$2.03$0.00$0.12$0.11$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.35$0.08$0.27
2013Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.08$0.16$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.25
2011Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.19
2010Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.17