Civic Intelligence

Upjohn California Fund

990PF • Fiscal year 2013 • EIN 94-6065219

Nov 01, 2012 to Oct 31, 2013 • Filed on Jan 23, 2014

Organization Profile
PO Box 9093924
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

59th percentile

$35,000

Higher top officer pay than 59% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

26th percentile

-3.0%

Faster asset growth than 26% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,396,006

Down $42,640 (-3.0%) from 2012

Net Assets

$1,396,006

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$112,095

Up $872 (+0.8%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,438,646Liabilities 2012: $02012Assets 2013: $1,396,006Liabilities 2013: $0Net Assets 2013: $1,396,0062013Assets 2014: $1,379,304Liabilities 2014: $0Net Assets 2014: $1,379,3042014Assets 2015: $1,326,371Liabilities 2015: $0Net Assets 2015: $1,326,3712015Assets 2016: $1,254,175Liabilities 2016: $0Net Assets 2016: $1,254,1752016Assets 2018: $1,307,849Liabilities 2018: $0Net Assets 2018: $1,307,8492018Assets 2019: $1,686,192Liabilities 2019: $02019Assets 2020: $1,612,096Liabilities 2020: $703Net Assets 2020: $1,611,3932020Assets 2021: $1,535,516Liabilities 2021: $811Net Assets 2021: $1,534,7052021Assets 2022: $1,459,715Liabilities 2022: $93Net Assets 2022: $1,459,6222022Assets 2023: $1,401,106Liabilities 2023: $825Net Assets 2023: $1,400,2812023Assets 2024: $1,564,998Liabilities 2024: $210,786Net Assets 2024: $1,354,2122024Assets 2025: $1,298,792Liabilities 2025: $149Net Assets 2025: $1,298,6432025

Highlighted filing

2013

Assets$1,396,006
Liabilities$0
Net Assets$1,396,006
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2012: $70,732Expenses 2012: $111,223Net Income 2012: -$40,4912012Expenses 2013: $112,0952013Revenue 2014: $103,657Expenses 2014: $120,359Net Income 2014: -$16,7022014Revenue 2015: $68,055Expenses 2015: $120,987Net Income 2015: -$52,9322015Revenue 2016: $46,197Expenses 2016: $118,393Net Income 2016: -$72,1962016Revenue 2018: $212,706Expenses 2018: $118,566Net Income 2018: $94,1402018Revenue 2019: $501,355Expenses 2019: $123,012Net Income 2019: $378,3432019Revenue 2020: $33,559Expenses 2020: $108,358Net Income 2020: -$74,7992020Revenue 2021: $35,489Expenses 2021: $112,177Net Income 2021: -$76,6882021Revenue 2022: $46,376Expenses 2022: $121,459Net Income 2022: -$75,0832022Revenue 2023: $53,871Expenses 2023: $113,212Net Income 2023: -$59,3412023Revenue 2024: $61,018Expenses 2024: $107,087Net Income 2024: -$46,0692024Revenue 2025: $54,809Expenses 2025: $110,378Net Income 2025: -$55,5692025

Highlighted filing

2013

Revenue-
Expenses$112,095
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013
Signed
Jan 23, 2014
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President,PT$35,000-$35,000
-Treasurer-$5,200-$5,200
NETTIE PORTERVP, Director-$0--
LORI SILVERSec'Try, Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE SCHEDULE ATTACHEDsee schedulepubliccharityBY REQUEST, CA, US$68,000
Paid Grant--under509(a)(1)-$0
Paid Grant--or509(a)(2)-$0
Filing and Contact Details

Filer

EIN
94-6065219
Raw XML Appendix395 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5098198
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.253915
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions089500
IRS990PF/QualifyingDistributions/ExpensesAndContributions089500
IRS990PF/QualifyingDistributions/QualifyingDistributions089500
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10CYNTHIA W HERTLEIN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08316592115
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10P O BOX 90
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CARMEL VALLEY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0939240090
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER SETTING FORTH GRANT AMOUNT AND PURPOSE,COPY OF IRS DETERMINATION LETTER, RECENT FINANCIAL STATEMENTS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0CYNTHIA W HERTLEIN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08316592115
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 90
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0CARMEL VALLEY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode093924
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0TAX EXEMPT ORGANIZATIONS ONLY (NO INDIVIDUALS)
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0AUGUST 31ST
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount068000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount10
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount20
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0see schedule
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0publiccharity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1under509(a)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2or509(a)(2)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10BY REQUEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BY REQUEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode093924
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear068000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear021752
IRS990PF/UndistributedIncome/AppliedToYear1067748
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted090983
IRS990PF/UndistributedIncome/QualifyingDistributions089500
IRS990PF/UndistributedIncome/UndistributedIncomeCY069231
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear067748
OtherExpensesSchedule/OtherExpenses/Description0secretarial services
OtherExpensesSchedule/OtherExpenses/Description1insurance
OtherExpensesSchedule/OtherExpenses/Description2brokerage fees
OtherExpensesSchedule/OtherExpenses/Description3Newspaper
OtherExpensesSchedule/OtherExpenses/Description4office expense
OtherExpensesSchedule/OtherExpenses/Description5dues
OtherExpensesSchedule/OtherExpenses/Description6Investment service
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps02600
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1375
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps2161
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps3107
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps4695
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps562
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome02600
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1375
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome2300
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome3162
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome4107
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome561
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks05200
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1750
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2300
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks3323
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks4214
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks5695
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks6123
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount017500
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount117500
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Cynthia W. Hertlein Financial Services investment services
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1Cynthia W. Hertlein Financial Services accounting and management
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps017500
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome017500
TaxesSchedule/Taxes/Amount01430
TaxesSchedule/Taxes/Amount160
TaxesSchedule/Taxes/Category0Federal taxes
TaxesSchedule/Taxes/Category1state filing fees
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0946065219
ReturnHeader/Filer/Name/BusinessNameLine10UPJOHN CALIFORNIA FUND
ReturnHeader/Filer/NameControl0UPJO
ReturnHeader/Filer/Phone08316592115
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 90
ReturnHeader/Filer/USAddress/City0CARMEL VALLEY
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093924
ReturnHeader/Officer/DateSigned02014-01-23
ReturnHeader/Officer/Name0CYNTHIA W HERTLEIN
ReturnHeader/Officer/Phone08316592115
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-11-01
ReturnHeader/TaxPeriodEndDate02013-10-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-25T10:09:34-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,396,006
Liabilities
$0
Net assets
$1,396,006
Revenue
-
Expenses
$112,095
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.05$0.11$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.56$0.21$1.35$0.06$0.11$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.05$0.11$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.05$0.12$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.53$0.04$0.11$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.03$0.11$0.07
2019Summary only. Only limited summary data is available for this year.$1.69$0.00$0.50$0.12$0.38
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.21$0.12$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.05$0.12$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.07$0.12$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.10$0.12$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.11
2012Summary only. Only limited summary data is available for this year.$1.44$0.00$0.07$0.11$0.04