Civic Intelligence

The@Frederick Stroh Memorial Foundation

990PF • Fiscal year 2016 • EIN 94-3314038

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 01, 2017

244 Kearney Street Floor 8San Francisco, CA 94108-4540

(415) 986-4667

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

8th percentile

-87%

Higher net margin than 8% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$20,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

22nd percentile

-4.7%

Faster asset growth than 22% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

13%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$3,429,358

Down $168,124 (-4.7%) from 2015

Net Assets

Down

$3,429,358

Down $168,124 (-4.7%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue

Up

$192,657

Up $22,052 (+13%) from 2015

Expenses

Up

$360,781

Up $29,597 (+8.9%) from 2015

Net Income

Down

-$168,124

Down $7,545 (-4.7%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,329,098Liabilities 2011: $02011Assets 2012: $4,083,999Liabilities 2012: $02012Assets 2013: $3,898,262Liabilities 2013: $1Net Assets 2013: $3,898,2622013Assets 2014: $3,758,061Liabilities 2014: $1Net Assets 2014: $3,758,0612014Assets 2015: $3,597,482Liabilities 2015: $1Net Assets 2015: $3,597,4822015Assets 2016: $3,429,358Liabilities 2016: $0Net Assets 2016: $3,429,3582016Assets 2017: $104,916Liabilities 2017: $0Net Assets 2017: $104,9162017Assets 2018: $93,715Liabilities 2018: $0Net Assets 2018: $93,7152018Assets 2019: $72,012Liabilities 2019: $1Net Assets 2019: $72,0122019Assets 2020: $106,715Liabilities 2020: $1Net Assets 2020: $106,7152020Assets 2021: $9,159Liabilities 2021: $1Net Assets 2021: $9,1592021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2016

Assets$3,429,358
Liabilities$0
Net Assets$3,429,358

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $90,317Expenses 2011: $302,954Net Income 2011: -$212,6372011Revenue 2012: $120,174Expenses 2012: $365,273Net Income 2012: -$245,0992012Revenue 2013: $146,117Expenses 2013: $331,854Net Income 2013: -$185,7372013Revenue 2014: $192,195Expenses 2014: $332,396Net Income 2014: -$140,2012014Revenue 2015: $170,605Expenses 2015: $331,184Net Income 2015: -$160,5792015Revenue 2016: $192,657Expenses 2016: $360,781Net Income 2016: -$168,1242016Revenue 2017: $989,185Expenses 2017: $4,313,627Net Income 2017: -$3,324,4422017Revenue 2018: $0Expenses 2018: $11,201Net Income 2018: -$11,2012018Revenue 2019: $1Expenses 2019: $21,703Net Income 2019: -$21,7022019Revenue 2020: $1Expenses 2020: $1,038Net Income 2020: -$1,0372020Revenue 2021: $1Expenses 2021: $766Net Income 2021: -$7652021Revenue 2022: $0Expenses 2022: $8,551Net Income 2022: -$8,5512022

Highlighted filing

2016

Revenue$192,657
Expenses$360,781
Net Income-$168,124
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 1, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL NEWMANPresident/Secretary-$20,000-$20,000
Filing and Contact Details

Filer

Filer Name
Frederick Stroh Memorial Foundation
EIN
94-3314038
Phone
4159864667
Address
244 KEARNEY STREET FLOOR 8, SAN FRANCISCO, CA 94108-4540

Signing Officer

Name
Paul Newman
Title
President/secretary
Phone
4159864667
Signed
2017-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Wilson Markle Stuckey Hardesty & Bott
Address
101 LARKSPUR LANDING CIRCLE STE 200, LARKSPUR, CA 94939-1750
Preparer
Michael Smith
Phone
4159251120
Raw XML Appendix398 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04436448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04418735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04429143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0227637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.249350
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0227034
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0227637
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0603
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0227637
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/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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/IndividualWithBooksNm0PAUL NEWMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0244 KEARNEY STREET FLOOR 8
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN FRANCISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0941084540
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04159864667
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt075000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt275000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GIFT TO PUBLIC CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GIFT TO PUBLIC CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GIFT TO PUBLIC CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALICE FONG YU PARENTS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAN FRANCISCO ZOOLOGICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE PACIFIC VISION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01541 12TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1301 VAN NESS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22395 SACRAMENTO ST 2ND FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0225000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt040355
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0187282
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0199473
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0227637
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0159118
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0187282
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt034378
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt034300
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0637
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0687
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0APPRAISER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02000
TaxesSchedule/TaxesDetail/Amt0689
TaxesSchedule/TaxesDetail/Amt133073
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INVESTMENT INCOME EXCISE
TaxesSchedule/TaxesDetail/CategoryTxt1PROPERTY TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt133073
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL NEWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04159864667
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FREDERICK STROH MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O KEIL AND CONNOLLY
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0943314038
ReturnHeader/Filer/PhoneNum04159864667
ReturnHeader/Filer/USAddress/AddressLine1Txt0244 KEARNEY STREET FLOOR 8
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0941084540
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05BF7459BC2636E71CC6A735D3FF2F98715341FFE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FFFA8275ED4F8ABC43B2EF186F76DC72EB5A015B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.222.164.35
ReturnHeader/FilingSecurityInformation/IPDt02017-11-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:52:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263789391
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILSON MARKLE STUCKEY HARDESTY & BOTT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 LARKSPUR LANDING CIRCLE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LARKSPUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0949391750
ReturnHeader/PreparerPersonGrp/PhoneNum04159251120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL SMITH
ReturnHeader/ReturnTs02017-11-01T15:54:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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