Civic Intelligence

The Christensen Fund

990T • Fiscal year 2020 • EIN 94-6055879

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2020

Organization Profile

View Organization Page

660 4th Street 235San Francisco, CA 94107

(415) 644-1620

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400M$300M$200M$100M$0Assets 2011: $92,581,188Liabilities 2011: $7,045,4682011Assets 2012: $223,333,327Liabilities 2012: $4,424,5972012Assets 2013: $233,994,473Liabilities 2013: $5,642,4312013Assets 2014: $240,614,371Liabilities 2014: $5,164,8862014Assets 2015: $250,571,460Liabilities 2015: $5,769,5552015Assets 2019: $297,512,913Liabilities 2019: $1,376,4312019Assets 2020: $327,023,557Liabilities 2020: $4,464,787Net Assets 2020: $322,558,7702020Assets 2021: $364,587,072Liabilities 2021: $4,261,537Net Assets 2021: $360,325,5352021Assets 2022: $298,535,284Liabilities 2022: $1,772,807Net Assets 2022: $296,762,4772022Assets 2023: $315,696,871Liabilities 2023: $2,411,344Net Assets 2023: $313,285,5272023Assets 2024: $327,090,899Liabilities 2024: $3,071,871Net Assets 2024: $324,019,0282024

Latest loaded filing

2024

Assets$327,090,899
Liabilities$3,071,871
Net Assets$324,019,028
Open 2024 Filing

Operations Trend

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

$200M$150M$100M$50M$0-$50MRevenue 2011: $25,034,027Expenses 2011: $16,017,444Net Income 2011: $9,016,5832011Revenue 2012: $151,500,601Expenses 2012: $12,958,788Net Income 2012: $138,541,8132012Revenue 2013: $18,331,817Expenses 2013: $23,590,064Net Income 2013: -$5,258,2472013Revenue 2014: $12,595,957Expenses 2014: $21,259,401Net Income 2014: -$8,663,4442014Revenue 2015: $29,007,005Expenses 2015: $22,274,526Net Income 2015: $6,732,4792015Revenue 2019: $17,116,648Expenses 2019: $13,624,653Net Income 2019: $3,491,9952019Revenue 2020: $13,831,685Expenses 2020: $19,455,820Net Income 2020: -$5,624,1352020Revenue 2021: $46,544,592Expenses 2021: $19,548,885Net Income 2021: $26,995,7072021Revenue 2022: $8,057,809Expenses 2022: $21,549,964Net Income 2022: -$13,492,1552022Revenue 2023: $6,670,329Expenses 2023: $22,726,136Net Income 2023: -$16,055,8072023Revenue 2024: $25,633,170Expenses 2024: $26,059,545Net Income 2024: -$426,3752024

Latest loaded filing

2024

Revenue$25,633,170
Expenses$26,059,545
Net Income-$426,375
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2020
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
The Christensen Fund
EIN
94-6055879
Phone
4156441620
Address
660 4TH STREET 235, SAN FRANCISCO, CA 94107

Signing Officer

Name
Matt Aguiar
Title
Director, Finance/administration
Phone
4156441620
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Bpm Llp
Address
4200 BOHANNON DRIVE SUITE 250, MENLO PARK, CA 94025-1021
Preparer
Tamara L Mcinerney
Phone
6508556800
Raw XML Appendix116 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.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt01756461
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt059000
IRS1120ScheduleD/Form4797GainOrLossAmt0107467
IRS1120ScheduleD/NetCapitalGainAmt01697461
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt01697461
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt059000
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt01589994
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt059000
IRS8827/CurrentYearMinimumTaxCreditAmt015114
IRS8827/CYRegTaxLiabiMinusAllwblCrAmt0185347
IRS8827/PriorYearMinimumTaxCreditAmt015114
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt01589994
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0TCF INVESTMENT HOLDINGS
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt01589994
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt059000
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0TCF INVESTMENT HOLDINGS
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt059000
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0THE CHRISTENSEN FUND
IRS990T/BooksInCareOfDetail/PhoneNum04156441620
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0660 4TH STREET 235
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd094107
IRS990T/BookValueAssetsEOYAmt0327023557
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt098067
IRS990T/CurrentYearMinimumTaxCreditAmt015114
IRS990T/EstimatedTaxPaymentsAmt050000
IRS990T/ExtsnRequestIncomeTaxPaidAmt025000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt0125027
IRS990T/OverpaymentSection/OverpaymentAmt0125027
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt0220260
IRS990TScheduleA/CapitalGainNetIncomeAmt01756461
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt05000
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt0112789
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0117789
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-657000
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt01099461
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01099461
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN PARTNERSHIP
IRS990TScheduleA/UBIBeforeNOLDedAmt0981672
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0981672
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0185347
IRS990T/TaxLessCreditsAmt0170233
IRS990T/TotalCreditsAmt015114
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0295260
IRS990T/TotalTaxAmt0170233
IRS990T/TotalTaxComputationAmt0185347
IRS990T/TotalUBTIAmt0882605
IRS990T/TotalUBTIBeforeNOLSpecificAmt0883605
IRS990T/TotalUBTIBeforeSection199AAmt0883605
IRS990T/TotalUBTIComputedAmt0981672
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT AGUIAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR, FINANCE/ADMINISTRATION
ReturnHeader/BusinessOfficerGrp/PhoneNum04156441620
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHRISTENSEN FUND
ReturnHeader/Filer/BusinessNameControlTxt0CHRI
ReturnHeader/Filer/EIN0946055879
ReturnHeader/Filer/PhoneNum04156441620
ReturnHeader/Filer/USAddress/AddressLine1Txt0660 4TH STREET 235
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814234542
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BPM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04200 BOHANNON DRIVE SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MENLO PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0940251021
ReturnHeader/PreparerPersonGrp/PhoneNum06508556800
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMARA L MCINERNEY
ReturnHeader/ReturnTs02021-11-12T10:42:09-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AGUIAR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$327$3.07$324$25.6$26.1$0.43
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$316$2.41$313$6.67$22.7$16.1
2022Detailed filing. Detailed filing data is available for this year.$299$1.77$297$8.06$21.5$13.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$365$4.26$360$46.5$19.5$27.0
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$327$4.46$323$13.8$19.5$5.62
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Summary only. Only limited summary data is available for this year.$298$1.38$17.1$13.6$3.49
2015Summary only. Only limited summary data is available for this year.$251$5.77$29.0$22.3$6.73
2014Summary only. Only limited summary data is available for this year.$241$5.16$12.6$21.3$8.66
2013Summary only. Only limited summary data is available for this year.$234$5.64$18.3$23.6$5.26
2012Summary only. Only limited summary data is available for this year.$223$4.42$152$13.0$139
2011Summary only. Only limited summary data is available for this year.$92.6$7.05$25.0$16.0$9.02