Civic Intelligence

Atkinson Foundation

990PF • Fiscal year 2022 • EIN 94-6075613

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 25, 2023

Organization Profile
1660 Bush Street 300San Francisco, CA 94109

(415) 561-6540

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$24,612,677

Down $5,247,346 (-18%) from 2021

Net Assets

Down

$24,311,511

Down $5,293,806 (-18%) from 2021

Liabilities

Up

$301,166

Up $46,460 (+18%) from 2021

Revenue And Expenses

Revenue

Up

$2,600,107

Up $80,426 (+3.2%) from 2021

Expenses

Up

$1,976,720

Up $226,132 (+13%) from 2021

Net Income

Down

$623,387

Down $145,706 (-19%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$24,612,677
Liabilities$301,166
Net Assets$24,311,511
Open 2022 Filing

Operations Trend

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

2022

Revenue$2,600,107
Expenses$1,976,720
Net Income$623,387
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 25, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA LANIERPresident-$0--
TINA CRISCITreasurer-$0--
ANDREA HIGUERA BALLARDSecretary-$0--
MARGARET TAYLORAudit Committee Chair-$0--
JEAN ATKINSONDirector-$0--
ROBERT GRIFFINDirector (Thru 9/14/2022)-$0--
ELIZABETH WOODWARDDirector-$0--
JOHN VOLKDirector-$0--
NANCY SPENCERDirector-$0--
DAVID RICHANBACHDirector-$0--
LESLIE HATAMIYADirector-$0--
JAMES MOOREDirector-$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
2023-09-25
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/StockNm25CONOCOPHILIPS - COP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CVS HEALTH CORP - CVS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DELL TECHNOLOGIES C - DELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DISH NETWORK CORP CL A - DISH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DOLLAR GENERAL CORP - DG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ELANCO ANIMAL HEALTH INC - ELAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31FED EX CORP - FOX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32FIDELITY NATIONAL INFO SERV - FIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34FOX CORP CLASS AW I - FOXA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35FOX CORP CLASS B - FOX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36GAMING AND LEISURE PROPERTIES, INC. - GLPI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37GENERAL ELEC CO - GE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38GILEAD SCIENCES INC - GILD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39GOLDMAN SACHS GROUP INC - GS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40GSK PLC SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HALEON PLC SPON ADS ADR - HLN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42HEWLETT PACKARD ENTERPRISE CO - HPE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43HONDA MOTOR CO LTD ADR - HMC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44HP INC - HPQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45INCYTE CORP COM - INCY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46JOHNSON CTLS INTL PIE - JCI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47JUNIPER NETWORKS INC - JNPR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48LINCOLN NATIONAL CORP - NC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50LYONDELLBASELL INDUSTRIES NV SHS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MEDTRONIC PLC - F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53META PLATFORMS INC - FB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54METLIFE INC - MET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MICRO FOCUS INTL SPN ADR - MFGP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MICROCHIP TECHNOLOGY INC - MCHP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MOLSON COORS BEVERAGE COMPANY - TAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MOODYS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NEWS CORP NEW CL AW - NWSA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NETFLIX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NINTENDO LTD - NTDOY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63NOVARTIS AG ADR - NVS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64OCCIDENTAL PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65OTIS WORLDWIDE CORP - OTIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PAYPAL HOLDINGS INC - PYPL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67QURATE RETAIL INC SERIES A - QRTEA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68RAYTHEON TECHNOLOGIES CORP COM - RTX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69REGENERON PHARMACEUTICAL INC - REGN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ROCHE HOLDINGS LTD SPON ADR RHHBY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SALESFORCE COM - CRM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SANOFI ADR - SNY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SCHWAB CHARLES CORP - SCHW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75STARBUCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76STATE SIR CORP - STT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77TAIWAN SEMICONDUCTOR F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78T MOBILE US INC - MUS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TE CONNECTIVITY LTD - TEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80THE GAP INC - GPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81TRUIST FINANCIAL CORP - TFC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82UBS GROUP AG - UBS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ULTA BEAUTY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84UNITEDHEALTH GROUP INC - UNH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85UNIVERSAL MUSIC GR ORDF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87VMWARE INC CL A - VMW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90WILLIAMS COS INC - WMB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91WW GRAINGER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ZEBRA TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93ZIMMER BIOMET HOLDINGS INC COM
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0437379
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02600107
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt032050
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt032050
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02162712
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01356000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01502576
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0437379
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0437379
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0623387
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07982247
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02162712
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02456757
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03169
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0981
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03720
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0277881
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0131843
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0409724
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt010510
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt028650
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01669100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0143334
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01976720
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02600091
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02600107
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0313100
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0143334
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0474144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05819535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02162712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02162712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07982247
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt083160
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt029605317
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt024311511
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01268637
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt034149
IRS990PF/DistributableAmountGrp/TotalTaxAmt034149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03855
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt028023
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03855
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt034149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt034149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt038023
IRS990PF/FMVAssetsEOYAmt024612677
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt012553
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01597
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07295
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt099246
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt099246
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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,612,677
Liabilities
$301,166
Net assets
$24,311,511
Revenue
$2,600,107
Expenses
$1,976,720
Net income
$623,387
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
2022Detailed filing. Detailed filing data is available for this year.$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