Civic Intelligence

Atkinson Foundation

990PF • Fiscal year 2017 • EIN 94-6075613

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 10, 2018

Organization Profile
1660 Bush Street No 300San Francisco, CA 94019

(415) 561-6540

Siviq Scores

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

Liabilities / Assets

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

53rd percentile

0.22x

Higher debt load relative to revenue than 53% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

47th percentile

3.3%

Faster asset growth than 47% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$18,528,684

Up $599,366 (+3.3%) from 2016

Net Assets

Up

$18,113,253

Up $513,069 (+2.9%) from 2016

Liabilities

Up

$415,431

Up $86,297 (+26%) from 2016

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin80th percentile

Revenue

Up

$1,894,090

Up $214,492 (+13%) from 2016

Expenses

Up

$1,381,021

Up $332,364 (+32%) from 2016

Net Income

Down

$513,069

Down $117,872 (-19%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$30M$20M$10M$0Assets 2011: $14,118,767Liabilities 2011: $161,0192011Assets 2012: $14,322,947Liabilities 2012: $525,6612012Assets 2013: $14,728,946Liabilities 2013: $445,640Net Assets 2013: $14,283,3062013Assets 2014: $15,629,407Liabilities 2014: $412,529Net Assets 2014: $15,216,8782014Assets 2015: $17,444,318Liabilities 2015: $475,075Net Assets 2015: $16,969,2432015Assets 2016: $17,929,318Liabilities 2016: $329,134Net Assets 2016: $17,600,1842016Assets 2017: $18,528,684Liabilities 2017: $415,431Net Assets 2017: $18,113,2532017Assets 2018: $18,977,776Liabilities 2018: $370,627Net Assets 2018: $18,607,1492018Assets 2019: $24,736,591Liabilities 2019: $177,5452019Assets 2020: $25,791,088Liabilities 2020: $107,139Net Assets 2020: $25,683,9492020Assets 2021: $29,860,023Liabilities 2021: $254,706Net Assets 2021: $29,605,3172021Assets 2022: $24,612,677Liabilities 2022: $301,166Net Assets 2022: $24,311,5112022Assets 2023: $27,170,571Liabilities 2023: $544,885Net Assets 2023: $26,625,6862023Assets 2024: $29,323,025Liabilities 2024: $860,242Net Assets 2024: $28,462,7832024

Highlighted filing

2017

Assets$18,528,684
Liabilities$415,431
Net Assets$18,113,253
Open 2017 Filing

Operations Trend

Revenue Growth66th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $530,508Expenses 2011: $825,146Net Income 2011: -$294,6382011Revenue 2012: $1,045,496Expenses 2012: $1,205,958Net Income 2012: -$160,4622012Revenue 2013: $1,280,250Expenses 2013: $794,230Net Income 2013: $486,0202013Revenue 2014: $1,892,985Expenses 2014: $959,413Net Income 2014: $933,5722014Revenue 2015: $2,921,120Expenses 2015: $1,168,755Net Income 2015: $1,752,3652015Revenue 2016: $1,679,598Expenses 2016: $1,048,657Net Income 2016: $630,9412016Revenue 2017: $1,894,090Expenses 2017: $1,381,021Net Income 2017: $513,0692017Revenue 2018: $1,931,517Expenses 2018: $1,507,237Net Income 2018: $424,2802018Revenue 2019: $1,801,610Expenses 2019: $1,415,697Net Income 2019: $385,9132019Revenue 2020: $1,454,366Expenses 2020: $1,520,501Net Income 2020: -$66,1352020Revenue 2021: $2,519,681Expenses 2021: $1,750,588Net Income 2021: $769,0932021Revenue 2022: $2,600,107Expenses 2022: $1,976,720Net Income 2022: $623,3872022Revenue 2023: $1,870,504Expenses 2023: $2,511,948Net Income 2023: -$641,4442023Revenue 2024: $2,921,497Expenses 2024: $2,662,052Net Income 2024: $259,4452024

Highlighted filing

2017

Revenue$1,894,090
Expenses$1,381,021
Net Income$513,069
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 10, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH H CURTISEmeritus Board Member-$0--
OLIVIA O ARANDADirector-$0--
JEAN S ATKINSONSecretary-$0--
SUSAN R ATKINSONDirector (Former)-$0--
JAMES R AVEDISIANAsst VP/Treasurer-$0--
WILLIAM W CRANDALL JRAsst Treasurer-$0--
ROBERT H GRIFFINDirector-$0--
JOHN E HERRELLDirector (Former)-$0--
LINDA L LANIERPresident-$0--
STEPHEN A WAYDirector-$0--
ELIZABETH S WOODWARDDirector-$0--
JOHN VOLKDirector-$0--
NANCY SPENCERDirector-$0--
MARGARET TAYLORDirector-$0--
Filing and Contact Details

Filer

Filer Name
Atkinson Foundation
EIN
94-6075613
Phone
4155616540
Address
1660 BUSH STREET NO 300, SAN FRANCISCO, CA 94019

Signing Officer

Name
James Avedisian
Title
Chairman of the Finance Committee
Phone
4155616540
Signed
2018-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Vocker Kristofferson and Co Cpas
Address
1700 S EL CAMINO REAL506, SAN MATEO, CA 94402
Preparer
Marianne Kristofferson
Phone
6505745000
Raw XML AppendixShowing 400 of 1,417 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt131660 BUSH STREET SUITE 300
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8SAN FRANCISCO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd10CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd11CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd12CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd13CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd694019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd794019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd894019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd994019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1094019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1194019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1294019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1394019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0961787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0979541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0990745
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0913829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0726451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0622407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0716969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041738
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.036066
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.034760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt017754
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt023043436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt020735316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt020393745
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt020142118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt017905863
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt015836017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01158570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.208691
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01140816
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01158570
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt017754
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01158570
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JULIANA GRENZEBACK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01660 BUSH STREET SUITE 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN FRANCISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094019
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04155616540
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.ATKINSONFDN.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0STEFANI WILLIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04155616540
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01660 BUSH STREET SUITE 300
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN FRANCISCO

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,528,684
Liabilities
$415,431
Net assets
$18,113,253
Revenue
$1,894,090
Expenses
$1,381,021
Net income
$513,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.3$0.86$28.5$2.92$2.66$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.2$0.54$26.6$1.87$2.51$0.64
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$0.30$24.3$2.60$1.98$0.62
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.9$0.25$29.6$2.52$1.75$0.77
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.8$0.11$25.7$1.45$1.52$0.07
2019Summary only. Only limited summary data is available for this year.$24.7$0.18$1.80$1.42$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.37$18.6$1.93$1.51$0.42
2017Detailed filing. Detailed filing data is available for this year.$18.5$0.42$18.1$1.89$1.38$0.51
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$0.33$17.6$1.68$1.05$0.63
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$0.48$17.0$2.92$1.17$1.75
2014Detailed filing. Detailed filing data is available for this year.$15.6$0.41$15.2$1.89$0.96$0.93
2013Detailed filing. Detailed filing data is available for this year.$14.7$0.45$14.3$1.28$0.79$0.49
2012Summary only. Only limited summary data is available for this year.$14.3$0.53$1.05$1.21$0.16
2011Summary only. Only limited summary data is available for this year.$14.1$0.16$0.53$0.83$0.29