Civic Intelligence

Atkinson Foundation

990PF • Fiscal year 2021 • EIN 94-6075613

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 09, 2022

Organization Profile
1660 Bush Street 300San Francisco, CA 94109

(415) 561-6540

Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

38th percentile

0.10x

Higher debt load relative to revenue than 38% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

70th percentile

31%

Higher net margin than 70% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

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.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

73%

Faster revenue growth than 81% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$29,860,023

Up $4,068,935 (+16%) from 2020

Net Assets

Up

$29,605,317

Up $3,921,368 (+15%) from 2020

Liabilities

Up

$254,706

Up $147,567 (+138%) from 2020

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin70th percentile

Revenue

Up

$2,519,681

Up $1,065,315 (+73%) from 2020

Expenses

Up

$1,750,588

Up $230,087 (+15%) from 2020

Net Income

Up

$769,093

Up $835,228 (+1263%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2021

Assets$29,860,023
Liabilities$254,706
Net Assets$29,605,317
Open 2021 Filing

Operations Trend

Revenue Growth81st 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

2021

Revenue$2,519,681
Expenses$1,750,588
Net Income$769,093
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 9, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA LANIERPresident-$0--
TINA CRISCITreasurer-$0--
JEAN ATKINSONSecretary-$0--
STEPHEN WAYTreasurer (Thru 12/08/21)-$0--
WILLIAM CRANDALL JRAssistant Treasurer (Thru 03/10/21)-$0--
MARGARET TAYLORAudit Committee Chair-$0--
ROBERT GRIFFINDirector-$0--
ELIZABETH WOODWARDDirector-$0--
JOHN VOLKDirector-$0--
NANCY SPENCERDirector-$0--
DAVID RICHANBACHDirector-$0--
ANDREA HIGUERA BALLARDDirector-$0--
LESLIE HATAMIYADirector (Starting 09/08/21)-$0--
JAMES MOOREDirector (Starting 09/08/21)-$0--
Filing and Contact Details

Filer

Filer Name
Atkinson Foundation
EIN
94-6075613
Phone
4155616540
Address
1660 BUSH STREET 300, SAN FRANCISCO, CA 94109

Signing Officer

Name
Tina P Crisci
Title
Treasurer
Phone
4155616540
Signed
2022-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Hood & Strong Llp
Address
60 SO MARKET ST STE 200, SAN JOSE, CA 95113
Preparer
Maga E Kisriev
Phone
4089988400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FOX CORP CLASS B - FOX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31GILEAD SCIENCES INC - GILD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GLAXO SMITHKLINE P L C ADR - GSK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33GOLDMAN SACHS GROUP INC - GS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34HALLIBURTON CO - HAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35HESS CORP - HES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36HEWLETT PACKARD ENTERPRISE CO - HPE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HP INC - HPQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38INCYTE CORP COM - INCY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39JOHNSON CTLS INTL PIE - JCI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40JUNIPER NETWORKS INC - JNPR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41LINCOLN NATIONAL CORP - NC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MEDTRONIC PIE - MDT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45METLIFE INC - MET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MICRO FOCUS INTL SPN ADR - MFGP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MICROCHIP TECHNOLOGY INC - MCHP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MOLSON COORS BEVERAGE COMPANY - TAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50NEWS CORP NEW CL AW - NWSA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51NOVARTIS AG ADR - NVS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52OCCIDENTAL PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53OTIS WORLDWIDE CORP - OTIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54QURATE RETAIL INC SERIES A - QRTEA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55RAYTHEON TECHNOLOGIES CORP COM - RTX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ROCHE HOLDINGS LTD SPON ADR RHHBY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58SANOFI ADR - SNY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SCHLUMBERGER LTD - SLB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SCHWAB CHARLES CORP - SCHW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61STATE SIR CORP - STT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62T MOBILE US INC - MUS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63TE CONNECTIVITY LTD - TEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64THE GAP INC - GPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65TRUIST FINANCIAL CORP - TFC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ULTA BEAUTY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67UNITEDHEALTH GROUP INC - UNH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VMWARE INC CL A - VMW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72WILLIAMS COS INC - WMB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73WW GRAINGER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74ZEBRA TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75DOLLAR GENERAL CORP - DG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76META PLATFORMS INC - FB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77NINTENDO LTD - NTDOY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78NORTHROP GRUMMAN CORP - NOC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SALESFORCE COM - CRM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80CONOCOPHILIPS - COP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81ELANCO ANIMAL HEALTH INC - ELAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82II-VI INC - IIVI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83META PLATFORMS INCE - FB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84REGENERON PHARMACEUTICAL INC - REGN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85ANHEUSER BUSCH INBEV NV ADR - BUD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86HONDA MOTOR CO LTD ADR - HMC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87MEDTRONIC PLC - F
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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,860,023
Liabilities
$254,706
Net assets
$29,605,317
Revenue
$2,519,681
Expenses
$1,750,588
Net income
$769,093
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
2021Detailed filing. Detailed filing data is available for this year.$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