Civic Intelligence

Robert and Ruth Halperin Foundation

990PF • Fiscal year 2021 • EIN 94-3334424

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2023

Organization Profile
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

17th percentile

0.00x

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

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

24th percentile

0.08x

Higher debt load relative to revenue than 24% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

31st percentile

2.1%

Higher net margin than 31% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$231,922

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

29th percentile

4.2%

Faster asset growth than 29% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

81%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$182,688,381

Up $7,339,007 (+4.2%) from 2020

Net Assets

Up

$181,944,936

Up $6,639,179 (+3.8%) from 2020

Liabilities

Up

$743,445

Up $699,828 (+1604%) from 2020

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin31st percentile

Revenue

Up

$9,712,737

Up $4,346,758 (+81%) from 2020

Expenses

Up

$9,504,145

Up $1,078,015 (+13%) from 2020

Net Income

Up

$208,592

Up $3,268,743 (+107%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$200M$150M$100M$50M$0Assets 2011: $82,398,966Liabilities 2011: $02011Assets 2012: $95,879,677Liabilities 2012: $0Net Assets 2012: $95,879,6772012Assets 2013: $105,966,645Liabilities 2013: $7,668Net Assets 2013: $105,958,9772013Assets 2014: $106,275,916Liabilities 2014: $1,841Net Assets 2014: $106,274,0752014Assets 2015: $132,052,507Liabilities 2015: $35,429Net Assets 2015: $132,017,0782015Assets 2016: $140,139,540Liabilities 2016: $925Net Assets 2016: $140,138,6152016Assets 2017: $142,150,539Liabilities 2017: $9,435Net Assets 2017: $142,141,1042017Assets 2018: $142,901,697Liabilities 2018: $6,647Net Assets 2018: $142,895,0502018Assets 2019: $139,091,851Liabilities 2019: $58,926Net Assets 2019: $139,032,9252019Assets 2020: $175,349,374Liabilities 2020: $43,617Net Assets 2020: $175,305,7572020Assets 2021: $182,688,381Liabilities 2021: $743,445Net Assets 2021: $181,944,9362021Assets 2022: $138,997,994Liabilities 2022: $728,253Net Assets 2022: $138,269,7412022Assets 2023: $164,727,257Liabilities 2023: $520,430Net Assets 2023: $164,206,8272023Assets 2024: $151,374,008Liabilities 2024: $516,570Net Assets 2024: $150,857,4382024

Highlighted filing

2021

Assets$182,688,381
Liabilities$743,445
Net Assets$181,944,936
Open 2021 Filing

Operations Trend

Revenue Growth84th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $6,225,368Expenses 2011: $4,900,603Net Income 2011: $1,324,7652011Expenses 2012: $5,287,5902012Revenue 2013: $16,169,565Expenses 2013: $5,941,945Net Income 2013: $10,227,6202013Revenue 2014: $5,876,182Expenses 2014: $5,561,084Net Income 2014: $315,0982014Revenue 2015: $31,533,930Expenses 2015: $5,790,928Net Income 2015: $25,743,0022015Revenue 2016: $15,069,668Expenses 2016: $7,002,159Net Income 2016: $8,067,5092016Revenue 2017: $9,267,258Expenses 2017: $7,264,778Net Income 2017: $2,002,4802017Revenue 2018: $8,946,325Expenses 2018: $8,192,363Net Income 2018: $753,9622018Revenue 2019: $5,794,019Expenses 2019: $9,656,145Net Income 2019: -$3,862,1262019Revenue 2020: $5,365,979Expenses 2020: $8,426,130Net Income 2020: -$3,060,1512020Revenue 2021: $9,712,737Expenses 2021: $9,504,145Net Income 2021: $208,5922021Revenue 2022: $4,616,365Expenses 2022: $9,633,585Net Income 2022: -$5,017,2202022Revenue 2023: $5,957,331Expenses 2023: $8,552,787Net Income 2023: -$2,595,4562023Revenue 2024: $9,025,374Expenses 2024: $9,345,575Net Income 2024: -$320,2012024

Highlighted filing

2021

Revenue$9,712,737
Expenses$9,504,145
Net Income$208,592
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE KIDDExecutive DirectorPT$231,922-$231,922
PHILIP W HALPERINPresidentPT$1,593$4,710$6,303
PEGGY ANNE DOWSecretary-$0--
MAURINE S HALPERINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Ruth Halperin Foundation
EIN
94-3334424
Phone
4158349934
Address
ONE LOMBARD STREET 305, SAN FRANCISCO, CA 94111

Signing Officer

Name
Philip W Halperin
Title
President
Phone
4158349934
Signed
2023-11-07
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 994 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PAGE 1, ITEM G:
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0AMENDED RETURN EXPLANATION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FORM 990-PF WAS ORIGINALLY FILED WHEN THE FINANCIAL AUDIT OF THE ORGANIZATION BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT WAS IN PROGRESS. THE ORGANIZATION AMENDED THE RETURN TO REFLECT THE CHANGES AS A RESULT OF A COMPLETED FINANCIAL AUDIT. THE ITEMS WHICH HAVE CHANGED INCLUDE:FORM 990-PF, PART I, LINE 16B, COLUMN (A) - A DECREASE FROM $24,274 TO $24,271FORM 990-PF, PART I, LINE 16B, COLUMN (D) - A DECREASE FROM $6,069 TO $6,065FORM 990-PF, PART I, LINE 18, COLUMN (A) - AN INCREASE FROM $70,658 TO $721,114FORM 990-PF, PART I, LINE 23, COLUMN (A) - AN INCREASE FROM $377,787 TO $377,788FORM 990-PF, PART I, LINE 24, COLUMN (A) - AN INCREASE FROM $1,221,301 TO $1,871,755FORM 990-PF, PART I, LINE 24, COLUMN (D) - A DECREASE FROM $540,268 TO $540,264FORM 990-PF, PART I, LINE 26, COLUMN (A) - AN INCREASE FROM $8,853,691 TO $9,504,145FORM 990-PF, PART I, LINE 26, COLUMN (D) - A DECREASE FROM $8,172,658 TO $8,172,654FORM 990-PF, PART I, LINE 27, COLUMN (A) - A DECREASE FROM $859,046 TO $208,592FORM 990-PF, PART II, LINE 13, COLUMNS (B) AND (C) - AN INCREASE FROM $6,398,924 TO $6,398,925FORM 990-PF, PART II, LINE 16, COLUMNS (B) AND (C) - AN INCREASE FROM $182,688,380 TO $182,688,381FORM 990-PF, PART II, LINE 17, COLUMN (B) - AN INCREASE FROM $92,988 TO $92,989FORM 990-PF, PART II, LINE 22, COLUMN (B) - AN INCREASE FROM $0 TO $650,456FORM 990-PF, PART II, LINE 23, COLUMN (B) - AN INCREASE FROM $92,988 TO $743,445FORM 990-PF, PART II, LINES 24 AND 29, COLUMN (B) - A DECREASE FROM $182,595,392 TO $181,944,936FORM 990-PF, PART II, LINE 30, COLUMN (B) - AN INCREASE FROM $182,688,380 TO $182,688,381FORM 990-PF, PART III, LINE 2 - A DECREASE FROM $859,046 TO $208,592FORM 990-PF, PART III, LINE 3 - AN INCREASE FROM $8,671,018 TO $9,847,708FORM 990-PF, PART III, LINE 5 - A DECREASE FROM $2,240,429 TO $0FORM 990-PF, PART V, LINE 6A - AN INCREASE FROM $98,530 TO $98,539FORM 990-PF, PART V, LINE 11 - AN INCREASE FROM $0 TO $9FORM 990-PF, PART IX, LINE 1C - AN INCREASE FROM $10,581,870 TO $10,581,871FORM 990-PF, PART IX, LINES 1D AND 3 - AN INCREASE FROM $183,058,684 TO $183,058,685FORM 990-PF, PART IX, LINE 5 - AN INCREASE FROM $180,312,804 TO $180,312,805FORM 990-PF, PART XI, LINES 1A AND 4 - A DECREASE FROM $8,172,658 TO $8,172,654FORM 990-PF, PART XII, LINES 2 AND 4 - A DECREASE FROM $7,975,573 TO $7,807,294FORM 990-PF, PART XII, LINE 4D - AN INCREASE FROM $197,085 TO $365,360FORM 990-PF, PART XII, LINE 6F - A DECREASE FROM $8,687,966 TO $8,519,691
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt116686173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt221601683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt349616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt019635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11209614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24204451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3952177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-49616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt561088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt019635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11209614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24204451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3952177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-49616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt561088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02419635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117895787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225806134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3952177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt461088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB (SHORT TERM)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB (LONG TERM)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB (LONG TERM)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHARLES SCHWAB - CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4LONG TERM CAPITAL LOSS FROM PASSTHROUGHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SHORT TERM CAPITAL GAINS FROM PASSTHROUGHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06397349
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0208592
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09847708
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0181944936
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0171888636
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0181944936
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08885051
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08885051
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08885051
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0884
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt09015640
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0129705
IRS990PF/DistributableAmountGrp/TotalTaxAmt0130589
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0914
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt098539
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt025000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0129705
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0129705
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0129705
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0130628
IRS990PF/FMVAssetsEOYAmt0182688381
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt043617
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt092989
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0309870
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0222872
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0222872
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt036410443
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt035935889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt035935889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0123440139
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0137346537
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0137346537
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0171888636
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0181944936
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01818
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01882
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01882
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt07386086
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06398925
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06398925
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0650456
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04383897
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02782276
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02782276
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0171932253
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0182688381
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0182688381
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt043617
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0743445
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0171932253
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0182688381
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0171888636
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0181944936
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0183058685
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06557259
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0165919555
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02745880
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt010581871
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt09015640
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0180312805
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0183058685
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt026.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0119419
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt06453
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/BusinessNameLine1Txt0GOLDSTEIN MUNGER & ASSOCIATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0500924
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt018 CROWE CANYON COURT 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN RAMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt326.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01593
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3231922
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt04710
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/ExpensesAndContributionsAmt08172654
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt08172654
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/Form990TFiledInd01
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
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04155295817
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200000

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$182,688,381
Liabilities
$743,445
Net assets
$181,944,936
Revenue
$9,712,737
Expenses
$9,504,145
Net income
$208,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$151$0.52$151$9.03$9.35$0.32
2023Detailed filing. Detailed filing data is available for this year.$165$0.52$164$5.96$8.55$2.60
2022Detailed filing. Detailed filing data is available for this year.$139$0.73$138$4.62$9.63$5.02
2021Detailed filing. Detailed filing data is available for this year.$183$0.74$182$9.71$9.50$0.21
2020Detailed filing. Detailed filing data is available for this year.$175$0.04$175$5.37$8.43$3.06
2019Detailed filing. Detailed filing data is available for this year.$139$0.06$139$5.79$9.66$3.86
2018Detailed filing. Detailed filing data is available for this year.$143$0.01$143$8.95$8.19$0.75
2017Detailed filing. Detailed filing data is available for this year.$142$0.01$142$9.27$7.26$2.00
2016Detailed filing. Detailed filing data is available for this year.$140$0.00$140$15.1$7.00$8.07
2015Detailed filing. Detailed filing data is available for this year.$132$0.04$132$31.5$5.79$25.7
2014Detailed filing. Detailed filing data is available for this year.$106$0.00$106$5.88$5.56$0.32
2013Detailed filing. Detailed filing data is available for this year.$106$0.01$106$16.2$5.94$10.2
2012Detailed filing. Detailed filing data is available for this year.$95.9$0.00$95.9$5.29
2011Summary only. Only limited summary data is available for this year.$82.4$0.00$6.23$4.90$1.32