Civic Intelligence

The Brotherton Fund C/O Episcopal Charities

990 • Fiscal year 2017 • EIN 94-3402317

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization ProfileN/A
1055 Taylor StreetSan Francisco, CA 94108

(415) 869-7809

Siviq Scores

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

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

29th percentile

0.10x

Higher debt load relative to revenue than 29% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

6th percentile

-49%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

57th percentile

6.4%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

108%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$14,118,532

Up $850,256 (+6.4%) from 2016

Net Assets

Up

$14,033,061

Up $833,382 (+6.3%) from 2016

Liabilities

Up

$85,471

Up $16,874 (+25%) from 2016

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin6th percentile

Revenue

Up

$878,829

Up $457,075 (+108%) from 2016

Expenses

Up

$1,305,223

Up $703,367 (+117%) from 2016

Net Income

Down

-$426,394

Down $246,292 (-137%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $12,875,473Liabilities 2010: $0Net Assets 2010: $12,875,4732010Assets 2011: $11,802,076Liabilities 2011: $28,000Net Assets 2011: $11,774,0762011Assets 2012: $12,965,715Liabilities 2012: $0Net Assets 2012: $12,965,7152012Assets 2013: $14,264,685Liabilities 2013: $0Net Assets 2013: $14,264,6852013Assets 2014: $14,152,431Liabilities 2014: $32,219Net Assets 2014: $14,120,2122014Assets 2015: $13,050,130Liabilities 2015: $0Net Assets 2015: $13,050,1302015Assets 2016: $13,268,276Liabilities 2016: $68,597Net Assets 2016: $13,199,6792016Assets 2017: $14,118,532Liabilities 2017: $85,471Net Assets 2017: $14,033,0612017Assets 2018: $12,708,446Liabilities 2018: $0Net Assets 2018: $12,708,4462018Assets 2019: $14,701,926Liabilities 2019: $0Net Assets 2019: $14,701,9262019Assets 2020: $16,115,621Liabilities 2020: $49,876Net Assets 2020: $16,065,7452020Assets 2021: $17,295,787Liabilities 2021: $0Net Assets 2021: $17,295,7872021Assets 2022: $14,321,169Liabilities 2022: $448,500Net Assets 2022: $13,872,6692022Assets 2023: $15,183,614Liabilities 2023: $0Net Assets 2023: $15,183,6142023Assets 2024: $15,709,582Liabilities 2024: $0Net Assets 2024: $15,709,5822024

Highlighted filing

2017

Assets$14,118,532
Liabilities$85,471
Net Assets$14,033,061
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $1,055,679Expenses 2010: $564,127Net Income 2010: $491,5522010Expenses 2011: $518,4502011Expenses 2012: $509,8502012Revenue 2013: $677,562Expenses 2013: $546,017Net Income 2013: $131,5452013Revenue 2014: $714,058Expenses 2014: $573,729Net Income 2014: $140,3292014Revenue 2015: $502,303Expenses 2015: $598,570Net Income 2015: -$96,2672015Revenue 2016: $421,754Expenses 2016: $601,856Net Income 2016: -$180,1022016Revenue 2017: $878,829Expenses 2017: $1,305,223Net Income 2017: -$426,3942017Revenue 2018: $493,722Expenses 2018: $637,098Net Income 2018: -$143,3762018Revenue 2019: $577,604Expenses 2019: $614,955Net Income 2019: -$37,3512019Revenue 2020: $764,565Expenses 2020: $758,135Net Income 2020: $6,4302020Revenue 2021: $1,212,779Expenses 2021: $710,456Net Income 2021: $502,3232021Revenue 2022: $649,072Expenses 2022: $757,217Net Income 2022: -$108,1452022Revenue 2023: $796,278Expenses 2023: $797,407Net Income 2023: -$1,1292023Revenue 2024: $1,046,720Expenses 2024: $800,908Net Income 2024: $245,8122024

Highlighted filing

2017

Revenue$878,829
Expenses$1,305,223
Net Income-$426,394
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$4,946,100
Mission and Program Overview

Mission

The brotherton fund was established to support st. Luke's hospital in san francisco, california, and to improve the general health and welfare of the san francisco community served by st. Luke's hospital.

Support st. Luke's campus of cpmc and improve the health and welfare of the sf community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,879,129$12,583,047▲ $703,918
Savings and Temporary Cash Investments$37,596$1,535,485▲ $1,497,889
Investments Other Securities$1,351,551$0▼ $1,351,551
Total Assets$13,268,276$14,118,532▲ $850,256
Liabilities
Accounts Payable and Accrued Expenses$68,597$85,471▲ $16,874
Total Liabilities$68,597$85,471▲ $16,874
Net Assets / Fund Balance
Permanently Rstr Net Assets$9,801,803$9,801,803→ $0
Temporarily Rstr Net Assets$3,397,876$4,231,258▲ $833,382
Total Net Assets Fund Balance$13,199,679$14,033,061▲ $833,382
Total Liabilities and Net Assets / Fund Balance$13,268,276$14,118,532▲ $850,256

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$13,199,679-▲ $2,138,605-$14,033,061
2016$13,050,130-▲ $751,405-$13,199,679
2015$14,120,212-▼ $471,512-$13,050,130
2014$14,264,709-▲ $398,277-$14,120,212
2013$12,965,715-▲ $1,817,772-$14,264,709
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Connie MardikianChairperson
-Board Member
Amy QuirkBoard Member
Anthony MilesBoard Member
Barbara KimportBoard Member
Maria Vicente-pulettiBoard Member
Yuriko RomerBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$878,829
Other Revenue
$0
Change in Net Assets
$-426,394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,131,092
Other Expenses$174,131
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,131,092--$1,131,092
Fees for Services Management-$136,589-$136,589
Fees for Service Investment Mgmnt Fees-$37,542-$37,542
Total Functional Expenses$1,131,092$174,131$0$1,305,223
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Pacific Medical Center FndSan Francisco, CA501(c)(3)For the Care of Adult and Children Patients, Service Women and Other Patients in Need, and Nurses Training and Education.$1,000,000
Tides CenterSan Francisco, CA501(c)(3)General Support$22,500
Episcopal Community ServicesSan Francisco, CA501(c)(3)General Support$16,000
San Francisco AchieversSan Francisco, CA501(c)(3)General Support$15,000
Grace Cathedral PreschoolSan Francisco, CA501(c)(3)General Support$12,500
Homeless Prenatal ProjectSan Francisco, CA501(c)(3)General Support$12,500
Larkin Street YouthSan Francisco, CA501(c)(3)General Support$12,500
The Gubbio ProjectSan Francisco, CA501(c)(3)General Support$11,000
Good Samaritan Family Resource CenterSan Francisco, CA501(c)(3)General Support$10,000
San Francisco CasaSan Francisco, CA501(c)(3)General Support$10,000
St John the EvangelistSan Francisco, CA501(c)(3)General Support$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The episcopal impact fund executive committee meets to review and approve form 990.”

Form 990, Part VI, Section B, Line 12C

“Annual signatures must be obtained to monitor and enforce compliance with conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“The information is available upon request.”

Filing and Contact Details

Filer

Filer Name
The Brotherton Fund
EIN
94-3402317
Phone
4158697809
Address
1055 TAYLOR STREET, SAN FRANCISCO, CA 94108

Signing Officer

Name
Connie Mardikian
Title
Chairperson
Phone
4158697809
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Connie Mardikian
Formed
2001
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Rina Accountancy Corporation
Address
150 POST STREET SUITE 200, SAN FRANCISCO, CA 94108
Preparer
Edward Fahey
Phone
4157774488
Supplemental Narrative

Additional Explanations

Form 990, Part XII

“The audit committee of episcopal impact fund assumes responsibility over the reviewed financial statements. This process has not changed from prior year.”

Raw XML AppendixShowing 400 of 502 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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IRS990/ActivityOrMissionDesc0SUPPORT ST. LUKE'S CAMPUS OF CPMC AND IMPROVE THE HEALTH AND WELFARE OF THE SF COMMUNITY.
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IRS990/Desc0A TOTAL OF $1,131,092 WAS GRANTED FROM THE BROTHERTON FUND IN 2017. A GRANT OF $1,000,000 WAS PAID TO THE CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION FOR THE BENEFIT OF THE ST. LUKE'S CAMPUS (FORMERLY ST. LUKE'S HOSPITAL). THE REMAINING $131,092 WAS GRANTED TO TWELVE SAN FRANCISCO ORGANIZATIONS, FOCUSING ON LOCAL COMMUNITIES IN NEED. SERVICES SUPPORTED BY THESE GRANTS INCLUDE ALCOHOL AND DRUG RECOVERY PROGRAMS, EDUCATION AND COUNSELING FOR HOMELESS PEOPLE, AFTER-SCHOOL AND SUMMER PROGRAMS FOR AT-RISK YOUTH, ESL AND OTHER PROGRAMS FOR RECENT IMMIGRANTS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION ISSUES GRANTS TO OTHER ORGANIZATIONS THAT SUPPORT THE AIMS AND PURPOSE OF EPISCOPAL IMPACT FUND AND MEET THE RESTRICTIONS OF THE BROTHERTON ENDOWMENT. SEE SCHEDULE I.
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IRS990ScheduleA/SupportSumAmt0136589
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0174131
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt013199679
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt014033061
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01131092
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02138605
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0177325
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt013050130
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt013199679
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0424531
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0751405
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0176568
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt014120212
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt013050130
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0422002
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-471512
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0128900
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt014264709
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt014120212
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0413874
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0398277
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0124778
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt012965715
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt014264709
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0394000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01817772
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.69850
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.30150
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01000000
IRS990ScheduleI/RecipientTable/CashGrantAmt116000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt312500
IRS990ScheduleI/RecipientTable/CashGrantAmt412500
IRS990ScheduleI/RecipientTable/CashGrantAmt512500
IRS990ScheduleI/RecipientTable/CashGrantAmt610000
IRS990ScheduleI/RecipientTable/CashGrantAmt715000
IRS990ScheduleI/RecipientTable/CashGrantAmt85000
IRS990ScheduleI/RecipientTable/CashGrantAmt911000
IRS990ScheduleI/RecipientTable/CashGrantAmt1022500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOR THE CARE OF ADULT AND CHILDREN PATIENTS, SERVICE WOMEN AND OTHER PATIENTS IN NEED, AND NURSES TRAINING AND EDUCATION.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CALIFORNIA PACIFIC MEDICAL CENTER FND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1EPISCOPAL COMMUNITY SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GOOD SAMARITAN FAMILY RESOURCE CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3GRACE CATHEDRAL PRESCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4HOMELESS PRENATAL PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5LARKIN STREET YOUTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6SAN FRANCISCO CASA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7SAN FRANCISCO ACHIEVERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8ST JOHN THE EVANGELIST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9THE GUBBIO PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10TIDES CENTER
IRS990ScheduleI/RecipientTable/RecipientEIN0942728423
IRS990ScheduleI/RecipientTable/RecipientEIN1946130471
IRS990ScheduleI/RecipientTable/RecipientEIN2943154078
IRS990ScheduleI/RecipientTable/RecipientEIN3941156846
IRS990ScheduleI/RecipientTable/RecipientEIN4943146280
IRS990ScheduleI/RecipientTable/RecipientEIN5942917999
IRS990ScheduleI/RecipientTable/RecipientEIN6943039028
IRS990ScheduleI/RecipientTable/RecipientEIN7451035967
IRS990ScheduleI/RecipientTable/RecipientEIN8941690540
IRS990ScheduleI/RecipientTable/RecipientEIN9942992645
IRS990ScheduleI/RecipientTable/RecipientEIN10943213100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 7999
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1165 8TH STREET 3RD FLOOR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21294 POTRERO STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31100 CALIFORNIA STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt42500 18TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5134 GOLDEN GATE AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt62535 MISSION STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt723 GEARY STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt81661 15TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9133 GOLDEN GATE AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt101014 TORNEY AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm4SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm5SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm6SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm7SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm8SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm9SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm10SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd10CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094120
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194103
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294110
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd394108
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd494110
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd594134
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd694110
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd794108
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd894103
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd994102
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1094129
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONS REQUESTING GRANTS FROM THE BROTHERTON FUND MUST COMPLETE A GRANT APPLICATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt011
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EPISCOPAL IMPACT FUND EXECUTIVE COMMITTEE MEETS TO REVIEW AND APPROVE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL SIGNATURES MUST BE OBTAINED TO MONITOR AND ENFORCE COMPLIANCE WITH CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE AUDIT COMMITTEE OF EPISCOPAL IMPACT FUND ASSUMES RESPONSIBILITY OVER THE REVIEWED FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EPISCOPAL IMPACT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0943345498
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDES FINANCIAL AND ORGANIZATIONAL SUPPORT TO NONPROFIT AGENCIES.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01055 TAYLOR STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094108
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,118,532
Liabilities
$85,471
Net assets
$14,033,061
Revenue
$878,829
Expenses
$1,305,223
Net income
-$426,394
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$0.00$15.7$1.05$0.80$0.25
2023Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.80$0.80$0.00
2022Detailed filing. Detailed filing data is available for this year.$14.3$0.45$13.9$0.65$0.76$0.11
2021Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$1.21$0.71$0.50
2020Detailed filing. Detailed filing data is available for this year.$16.1$0.05$16.1$0.76$0.76$0.01
2019Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$0.58$0.61$0.04
2018Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.49$0.64$0.14
2017Detailed filing. Detailed filing data is available for this year.$14.1$0.09$14.0$0.88$1.31$0.43
2016Detailed filing. Detailed filing data is available for this year.$13.3$0.07$13.2$0.42$0.60$0.18
2015Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.50$0.60$0.10
2014Detailed filing. Detailed filing data is available for this year.$14.2$0.03$14.1$0.71$0.57$0.14
2013Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.68$0.55$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$0.00$13.0$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$0.03$11.8$0.52
2010Summary only. Only limited summary data is available for this year.$12.9$0.00$12.9$1.06$0.56$0.49