Civic Intelligence

Atkinson Foundation

990PF • Fiscal year 2024 • EIN 94-6075613

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 03, 2025

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

34th percentile

0.03x

Higher debt load relative to assets than 34% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.29x

Higher debt load relative to revenue than 57% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

56th percentile

8.9%

Higher net margin than 56% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

61st percentile

7.9%

Faster asset growth than 61% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

56%

Faster revenue growth than 83% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$29,323,025

Up $2,152,454 (+7.9%) from 2023

Net Assets

Up

$28,462,783

Up $1,837,097 (+6.9%) from 2023

Liabilities

Up

$860,242

Up $315,357 (+58%) from 2023

Revenue

Up

$2,921,497

Up $1,050,993 (+56%) from 2023

Expenses

Up

$2,662,052

Up $150,104 (+6.0%) from 2023

Net Income

Up

$259,445

Up $900,889 (+140%) from 2023

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

2024

Assets$29,323,025
Liabilities$860,242
Net Assets$28,462,783

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

2024

Revenue$2,921,497
Expenses$2,662,052
Net Income$259,445
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREA HIGUERA BALLARDPresident-$0--
NANCY SPENCERVice President-$0--
LESLIE HATAMIYASecretary-$0--
TINA P CRISCITreasurer-$0--
JILL JACOBSONDirector-$0--
DAVID RICHANBACHDirector-$0--
JOHN VOLKDirector-$0--
ELIZABETH WOODWARDDirector-$0--
NKIA RICHARDSONDirector-$0--
KRISTIN SUNDirector-$0--
ERIC VALLADARESDirector-$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
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Hood & Strong Llp
Address
2580 N 1ST ST STE 460, SAN JOSE, CA 95131
Preparer
Maga E Kisriev
Phone
4089988400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91145203
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9887579
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22UNIVERSAL MUSIC GR - UMGNF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32AVANTOR INC - AVTR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33BAKER HUGHES COMPANY - BKR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34BANK OF AMERICA CORP - BAC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35BANK OF NEW YORK MELLON CORP - BK
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38BOOKING HOLDINGS INC - BKNG
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CISCO SYSTEMS INC - CSCO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48CONOCOPHILLIPS - COP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50DOMINION ENERGY INC - D
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62GILEAD SCIENCES INC - GILD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68LPL FINANCIAL HOLDINGS INC - LPLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69META PLATFORMS INC - META
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70METLIFE INC - MET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MICROSOFT CORP - MSFT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73NEUROCRINE BIOSCIENCES INC - NBIX
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85UNITEDHEALTH GROUP INC COM - UNH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86V F CORP COM - VFC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90AEGON LTD AMER REG - AEG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91ANHEUSER BUSCH INBEV - BUD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92GSK PLC SPONSORED ADR - GSK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93HALEON PLC SPON ADS - HLN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94HONDA MOTOR CO LTD - HMC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95JOHNSON CTLS INTL PLC SHS - JCI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96LYONDELLBASELL INDUSTRIES - LYB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97MEDTRONIC PLC SHS - MDT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98NOVARTIS AG - NVS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99ROCHE HOLDINGS LTD - RHHBY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100SANOFI - SNY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101TE CONNECTIVITY PLC - TEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102UBS GROUP AG - UBS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103OCCIDENTAL PETROLEUM CORPORATION - OXY
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0577132
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02342620
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SETTLEMENT PAYMENTS
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02921497
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt025900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt025900
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02342620
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01869500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02162951
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0577132
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0577132
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0259445
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07584366
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02342620
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02760270
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02244
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02253
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01745
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0270545
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0149762
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0420307
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt09650
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt047650
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02170908
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0159482
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02662052
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02919752
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02921497
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0301408
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0159482
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0499101
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02719
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05241746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02342620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02342620

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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