Civic Intelligence

Upjohn California Fund

990PF • Fiscal year 2020 • EIN 94-6065219

Nov 01, 2019 to Oct 31, 2020 • Filed on Jan 28, 2021

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

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

41st percentile

0.02x

Higher debt load relative to revenue than 41% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

4th percentile

-223%

Higher net margin than 4% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

18th percentile

-4.4%

Faster asset growth than 18% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,612,096

Down $74,096 (-4.4%) from 2019

Net Assets

$1,611,393

No earlier filing loaded for comparison.

Liabilities

Up

$703

Up $703 from 2019

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin4th percentile

Revenue

Down

$33,559

Down $467,796 (-93%) from 2019

Expenses

Down

$108,358

Down $14,654 (-12%) from 2019

Net Income

Down

-$74,799

Down $453,142 (-120%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2020

Assets$1,612,096
Liabilities$703
Net Assets$1,611,393
Open 2020 Filing

Operations Trend

Revenue Growth1st 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

2020

Revenue$33,559
Expenses$108,358
Net Income-$74,799
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Jan 28, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cynthia W HertleinPresident DirectorPT$0--
Nettie PorterVP-$0--
Lori SilverSecretary-$0--
Janyce AndersonTreasurer-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Cynthia W Hertlein
Title
President
Phone
8316592115
Signed
2021-01-28
Raw XML Appendix346 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0HSBC 6.2% pfd
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Invesco ETF HY 2020
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Invesco ETF HY 2019
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt040000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt134545
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt041264
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt284065
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt526875
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Baron Real Estate Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Inveso S&P eql wt
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Invesco Russell 1000 eql wt
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Ishares Core S&P mid cap
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4I shares Cohen Steers
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Ishares EAFE Minimum Volatilit
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Janus Henderson Venture Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Fidelity Blue Chip Growth
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Fidelity Extended Mkt Index
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Wasatch Ultra Growth
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt047315
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt081183
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05598
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt012008
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03579
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01300 sh Invesco Bulletshares 2020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gain Distibutions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-18
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt088118
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0105
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Cynthia W Hertlein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Nettie Porter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Lori Silver
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Janyce Anderson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 90
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01850981
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01812562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01873659
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.251605
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt079579
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt079579
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt079579
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
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/IndividualWithBooksNm0Cynthia Hertlein
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 90
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Carmel Valley
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093924
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08316592115
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter setting forth the grant amount and purpose. Include IRS determination letter and most recent annual financial statements and program budget.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Cynthia W Hertlein
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08316592115
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 90
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Carmel Valley
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0939240090
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Tax exempt organizations only (no individuals).
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0August 31
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt055000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0see attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0na
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0addresses furnished on request
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Carmel Valley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093924
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025382
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt054197
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt088118
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt079579
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt062736
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt054197
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Brokerage fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Secretarial services
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2351
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3144
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt484
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2352
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3144
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt483
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2703
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3288
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4167
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt042000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Cynthia W Hertlein Fin Svcs
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt021000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021000
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt085
TaxesSchedule/TaxesDetail/Amt14115
TaxesSchedule/TaxesDetail/CategoryTxt0Filing fees
TaxesSchedule/TaxesDetail/CategoryTxt1Excise tax on net investmt inc
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Cynthia W Hertlein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08316592115
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Upjohn California Fund
ReturnHeader/Filer/BusinessNameControlTxt0UPJO
ReturnHeader/Filer/EIN0946065219
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 90
ReturnHeader/Filer/USAddress/CityNm0Carmel Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093924
ReturnHeader/ReturnTs02021-01-28T20:42:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-11-01
ReturnHeader/TaxPeriodEndDt02020-10-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,612,096
Liabilities
$703
Net assets
$1,611,393
Revenue
$33,559
Expenses
$108,358
Net income
-$74,799
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