Civic Intelligence

Upjohn California Fund

990PF • Fiscal year 2015 • EIN 94-6065219

Nov 01, 2014 to Oct 31, 2015 • Filed on Nov 20, 2015

Organization Profile
PO Box 90Carmel Valley, CA 93924

(831) 659-2115

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

8th percentile

-78%

Higher net margin than 8% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

55th percentile

$48,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 70.5% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

26th percentile

-3.8%

Faster asset growth than 26% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-34%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,326,371

Down $52,933 (-3.8%) from 2014

Net Assets

Down

$1,326,371

Down $52,933 (-3.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin8th percentile

Revenue

Down

$68,055

Down $35,602 (-34%) from 2014

Expenses

Up

$120,987

Up $628 (+0.5%) from 2014

Net Income

Down

-$52,932

Down $36,230 (-217%) from 2014

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

2015

Assets$1,326,371
Liabilities$0
Net Assets$1,326,371
Open 2015 Filing

Operations Trend

Revenue Growth13th percentile

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

2015

Revenue$68,055
Expenses$120,987
Net Income-$52,932
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Nov 20, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President,PT$48,000-$48,000
NETTIE PORTERVP, Director-$0--
LORI SILVERSec'Try, Director-$0--
-Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Upjohn California Fund
EIN
94-6065219
Phone
8316592115
Address
PO Box 90, Carmel Valley, CA 93924

Signing Officer

Name
Cynthia W Hertlein
Title
President
Phone
8316592115
Signed
2015-11-20

Preparer

Firm
Cynthia W Hertlein
Address
PO BOX 90, CARMEL VALLEY, CA 93924-0090
Preparer
Cynthia Hertlein
Raw XML AppendixShowing 400 of 528 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm0CAPITAL GAINS DISTRIBUTIONS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SEE ATTACHED
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt100
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt100
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-2449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-6981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt65597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt119832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-6981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt65597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt042462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt143291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt235943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt312283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt416409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt537012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
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/PropertyDesc0400 sh Norfolk Southern
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1400 sh Chevron
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2385 sh Mc Donalds
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3500 sh Emerging Global Shares Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4200 sh Norfolk Southern
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5485 sh Exxon
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Janus Venture capital gain dist.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Spartan Extended MKT cap gain dist
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Claymore Funds capital gain dist
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Spartan Extended mkt cap gain dist
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Baron Real Estate capital gain dist
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt021433
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1899
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-52932
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01326372
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01379304
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01326371
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt093254
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt093254
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt093254
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt093683
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0429
IRS990PF/DistributableAmountGrp/TotalTaxAmt0429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0432
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-1580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01151
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0719
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01580
IRS990PF/FMVAssetsEOYAmt01842117
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03818
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07706
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07706
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0285184
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0280081
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0270515
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0655791
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0534243
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01035857
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01379304
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01326371
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0387196
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0457026
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0457026
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01379304
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01326371
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01842117
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01379304
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01326371
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01379304
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01326371
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt047315
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt047315
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt071013
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01902192
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0449854
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01452338
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt028533
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt093683
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01873659
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01902192
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.05
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.05
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0Cynthia W Hertlein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1Janyce Anderson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt048000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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/PersonNm0NETTIE PORTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LORI SILVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0president,
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1vp, director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Sec'try, director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0POB 90Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1POB 90Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2POB 90Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3POB 90Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Valley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Valley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Valley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Valley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093924
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193924
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd293924
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd393924
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt090959
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt091388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt094580
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt089500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt089469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt087201
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt080615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050051
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046005
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01873659
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01889685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01838990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01804779
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01800451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01752317
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt093535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.242730
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt093106
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt093535
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0429
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt093535
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,326,371
Liabilities
$0
Net assets
$1,326,371
Revenue
$68,055
Expenses
$120,987
Net income
-$52,932
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