Civic Intelligence

George H Sandy Foundation Co Mufg Union Bankna Acct 6702042630

990PF • Fiscal year 2023 • EIN 94-6054473

Jan 01, 2023 to Dec 31, 2023 • Filed on May 16, 2024

Organization Profile
PO Box 2043Milwaukee, WI 53201

(800) 227-6468

Siviq Scores

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

Liabilities / Assets

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

36th percentile

0.16x

Higher debt load relative to revenue than 36% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

6th percentile

-114%

Higher net margin than 6% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

68th percentile

$410,476

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 18.1% of source-year revenue.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

14th percentile

-4.3%

Faster asset growth than 14% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-73%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$60,279,645

Down $2,684,190 (-4.3%) from 2022

Net Assets

Down

$59,921,827

Down $2,584,913 (-4.1%) from 2022

Liabilities

Down

$357,818

Down $99,277 (-22%) from 2022

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin6th percentile

Revenue

Down

$2,269,780

Down $6,264,948 (-73%) from 2022

Expenses

Up

$4,854,693

Up $128,441 (+2.7%) from 2022

Net Income

Down

-$2,584,913

Down $6,393,389 (-168%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$80M$60M$40M$20M$0Assets 2011: $12,444,833Liabilities 2011: $299,3882011Assets 2012: $12,050,222Liabilities 2012: $388,4812012Assets 2013: $12,107,437Liabilities 2013: $369,9062013Assets 2014: $12,383,950Liabilities 2014: $384,343Net Assets 2014: $11,999,6072014Assets 2015: $12,520,726Liabilities 2015: $404,815Net Assets 2015: $12,115,9112015Assets 2016: $66,851,054Liabilities 2016: $769,993Net Assets 2016: $66,081,0612016Assets 2017: $65,204,402Liabilities 2017: $207,459Net Assets 2017: $64,996,9432017Assets 2018: $64,636,458Liabilities 2018: $145,266Net Assets 2018: $64,491,1922018Assets 2019: $63,104,642Liabilities 2019: $199,394Net Assets 2019: $62,905,2482019Assets 2020: $59,784,282Liabilities 2020: $243,908Net Assets 2020: $59,540,3742020Assets 2021: $59,000,289Liabilities 2021: $302,025Net Assets 2021: $58,698,2642021Assets 2022: $62,963,835Liabilities 2022: $457,095Net Assets 2022: $62,506,7402022Assets 2023: $60,279,645Liabilities 2023: $357,818Net Assets 2023: $59,921,8272023Assets 2024: $58,274,288Liabilities 2024: $402,005Net Assets 2024: $57,872,2832024

Highlighted filing

2023

Assets$60,279,645
Liabilities$357,818
Net Assets$59,921,827
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $2,690,585Expenses 2011: $3,194,568Net Income 2011: -$503,9832011Revenue 2012: $2,725,522Expenses 2012: $3,209,226Net Income 2012: -$483,7042012Revenue 2013: $3,285,185Expenses 2013: $3,209,395Net Income 2013: $75,7902013Revenue 2014: $3,790,252Expenses 2014: $3,528,176Net Income 2014: $262,0762014Revenue 2015: $3,691,315Expenses 2015: $3,575,011Net Income 2015: $116,3042015Revenue 2016: $59,957,001Expenses 2016: $5,991,851Net Income 2016: $53,965,1502016Revenue 2017: $3,001,876Expenses 2017: $4,085,994Net Income 2017: -$1,084,1182017Revenue 2018: $3,904,604Expenses 2018: $4,410,355Net Income 2018: -$505,7512018Revenue 2019: $2,905,676Expenses 2019: $4,491,620Net Income 2019: -$1,585,9442019Revenue 2020: $1,108,967Expenses 2020: $4,473,841Net Income 2020: -$3,364,8742020Revenue 2021: $4,670,666Expenses 2021: $5,512,776Net Income 2021: -$842,1102021Revenue 2022: $8,534,728Expenses 2022: $4,726,252Net Income 2022: $3,808,4762022Revenue 2023: $2,269,780Expenses 2023: $4,854,693Net Income 2023: -$2,584,9132023Revenue 2024: $3,383,681Expenses 2024: $5,433,225Net Income 2024: -$2,049,5442024

Highlighted filing

2023

Revenue$2,269,780
Expenses$4,854,693
Net Income-$2,584,913
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 16, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NACorp.TrusteePT$410,476-$410,476
MUFG UNION BANK NACorp. TrusteePT$197,445-$197,445
CHESTER R MACPHEE IIITrusteePT$113,219-$113,219
THOMAS J FEENEY ESQTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
George H Sandy Foundation
EIN
94-6054473
Phone
8002276468
Address
PO BOX 2043, MILWAUKEE, WI 53201

Signing Officer

Name
Peter Buss
Title
Corp.trustee
Signed
2024-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Fleischmann & Wada Inc CPA
Address
999 Fifth Ave Suite 320, San Rafael, CA 94901
Preparer
Lynne Wada
Phone
4153320220
Raw XML AppendixShowing 400 of 1,103 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0FLEISCHMANN & WADA, INC.
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04162
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt037458
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt041620
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-74522
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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/PropertyDesc04353.77 BLACKROCK TACTICAL OPPORTUNITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11100 ILLUMINA INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22272.41 UNDISCOVERED MGRS BEHAVIORIAL FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc320554.98 ALPHASIMPLEX MGD FUTS STRAT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4106027.35 BLACKROCK TACTICAL OPPORTUNITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc513783.64 BLACKROCK TACTICAL OPPORTUNITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc665645.48 BLACKROCK STRATEGIC INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc76500 DODGE & COX INTERNATIONAL STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc82600 ELECTRONIC ARTS INC COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91400 ILLUMINA INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101000 UNDISCOVERED MGRS BEHAVIORAL VALUE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc117727.59 UNDISCOVERED MGRS BEHAVIORAL VALUE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc124434.59 UNDISCOVERED MGRS BEHAVIORAL VALUE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13300 LINDE PLC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc145200 ALCON INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15164.99 FNMA 5.0% 7/01/33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112023-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122023-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132023-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142023-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt087619
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-93631
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2584913
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt062506740
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt059921827
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04136114
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04136114
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04136114
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04157997
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt021883
IRS990PF/DistributableAmountGrp/TotalTaxAmt021883
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0114617
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0136500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt021883
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0114617
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt021883
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt021883
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0136500
IRS990PF/FMVAssetsEOYAmt082481817
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IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0342818
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt05750491
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt05750491
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt07850228
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt012132300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt011693663
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt045764506
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt042035067
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt065011
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt015000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0372
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IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0115050
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt056756249
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt054171336
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07368966
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04486764
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04486764
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt060279645
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt082481817
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0457095
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0357818
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt062963835
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt060279645
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt072206134
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04780161
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt083159944
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt084426339
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0410476
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1197445
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3113219
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MUFG UNION BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS J FEENEY ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CHESTER R MACPHEE III
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CORP. TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 52007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2236 WEST PORTAL AVE 847
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 591717
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PHOENIX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SAN FRANCISCO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0532012043
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185072
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2941271423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394159
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt04137333
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt04137333
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ALL AMOUNTS ABOVE ARE PASSIVE IN NATURE AND NOT FUNCTIONAL.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0999 FIFTH AVE SUITE 320
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN RAFAEL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0949012985
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FLEISCHMANN & WADAINCCPAs
IRS990PF/StatementsRegardingActyGrp/PhoneNum04153320220
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTERS EXPLAINING QUALIFIED ACTIVITIES UNDER IRC SECTION 501(C)(3).
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHESTER R MACPHEE III
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08002276468
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 591717
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0941591717
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CONTRIBUTIONS ARE MADE PRIMARILY TO SUPPORT LOCAL ACTIVITIES BENEFITTING THE HANDICAPPED AND INFIRMED, AND FOR EDUCATIONAL SUPPORT. HOWEVER, THERE ARE NO SPECIFIC RESTRICTIONS OR LIMITATIONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0155000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt265000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt465000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt660000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7160000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt835000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10140000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1445000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16170000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1785000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1825000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1970000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt20150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2385000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt245000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2530000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2630000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2765000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2870000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2935000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3045000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3440000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3630000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3725000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3830000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt39115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4045000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4140000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4265000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4330000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4575000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4675000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4740000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4840000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4995000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt50140000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5455000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5545000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5620000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5735000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5820000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5940000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6035000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6230000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6330000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6430000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,279,645
Liabilities
$357,818
Net assets
$59,921,827
Revenue
$2,269,780
Expenses
$4,854,693
Net income
-$2,584,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$58.3$0.40$57.9$3.38$5.43$2.05
2023Detailed filing. Detailed filing data is available for this year.$60.3$0.36$59.9$2.27$4.85$2.58
2022Detailed filing. Detailed filing data is available for this year.$63.0$0.46$62.5$8.53$4.73$3.81
2021Detailed filing. Detailed filing data is available for this year.$59.0$0.30$58.7$4.67$5.51$0.84
2020Detailed filing. Detailed filing data is available for this year.$59.8$0.24$59.5$1.11$4.47$3.36
2019Detailed filing. Detailed filing data is available for this year.$63.1$0.20$62.9$2.91$4.49$1.59
2018Detailed filing. Detailed filing data is available for this year.$64.6$0.15$64.5$3.90$4.41$0.51
2017Detailed filing. Detailed filing data is available for this year.$65.2$0.21$65.0$3.00$4.09$1.08
2016Detailed filing. Detailed filing data is available for this year.$66.9$0.77$66.1$60.0$5.99$54.0
2015Detailed filing. Detailed filing data is available for this year.$12.5$0.40$12.1$3.69$3.58$0.12
2014Detailed filing. Detailed filing data is available for this year.$12.4$0.38$12.0$3.79$3.53$0.26
2013Summary only. Only limited summary data is available for this year.$12.1$0.37$3.29$3.21$0.08
2012Summary only. Only limited summary data is available for this year.$12.1$0.39$2.73$3.21$0.48
2011Summary only. Only limited summary data is available for this year.$12.4$0.30$2.69$3.19$0.50