Civic Intelligence

Sterling Redman Trust

990PF • Fiscal year 2020 • EIN 94-6123913

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
3761 Greenbriar DrivePittsburg, CA 94565

(925) 852-3511

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

71st percentile

21%

Higher net margin than 71% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

52nd percentile

3.5%

Faster asset growth than 52% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-4.2%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$627,041

Up $21,143 (+3.5%) from 2019

Net Assets

$627,041

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin71st percentile

Revenue

Down

$37,271

Down $1,617 (-4.2%) from 2019

Expenses

Up

$29,449

Up $12,449 (+73%) from 2019

Net Income

Down

$7,822

Down $14,066 (-64%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.0M$500K$0Assets 2008: $266,042Liabilities 2008: $02008Assets 2009: $323,407Liabilities 2009: $02009Assets 2010: $340,062Liabilities 2010: $02010Assets 2011: $340,285Liabilities 2011: $02011Assets 2012: $374,360Liabilities 2012: $02012Assets 2013: $454,236Liabilities 2013: $02013Assets 2014: $488,123Liabilities 2014: $02014Assets 2015: $459,932Liabilities 2015: $02015Assets 2016: $496,969Liabilities 2016: $02016Assets 2017: $564,770Liabilities 2017: $02017Assets 2018: $520,700Liabilities 2018: $02018Assets 2019: $605,898Liabilities 2019: $02019Assets 2020: $627,041Liabilities 2020: $0Net Assets 2020: $627,0412020Assets 2021: $725,089Liabilities 2021: $0Net Assets 2021: $725,0892021Assets 2022: $760,753Liabilities 2022: $0Net Assets 2022: $760,7532022Assets 2023: $771,237Liabilities 2023: $0Net Assets 2023: $771,2372023Assets 2024: $806,369Liabilities 2024: $0Net Assets 2024: $806,3692024

Highlighted filing

2020

Assets$627,041
Liabilities$0
Net Assets$627,041
Open 2020 Filing

Operations Trend

Revenue Growth47th percentile

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

$60K$40K$20K$0-$20KRevenue 2008: $18,771Expenses 2008: $6,700Net Income 2008: $12,0712008Revenue 2009: $21,423Expenses 2009: $17,554Net Income 2009: $3,8692009Revenue 2010: $9,468Expenses 2010: $18,744Net Income 2010: -$9,2762010Revenue 2011: $12,365Expenses 2011: $9,300Net Income 2011: $3,0652011Revenue 2012: $11,673Expenses 2012: $11,400Net Income 2012: $2732012Revenue 2013: $16,148Expenses 2013: $10,400Net Income 2013: $5,7482013Revenue 2014: $21,085Expenses 2014: $15,647Net Income 2014: $5,4382014Revenue 2015: $25,246Expenses 2015: $23,665Net Income 2015: $1,5812015Revenue 2016: $25,045Expenses 2016: $22,000Net Income 2016: $3,0452016Revenue 2017: $29,053Expenses 2017: $13,726Net Income 2017: $15,3272017Revenue 2018: $38,314Expenses 2018: $24,365Net Income 2018: $13,9492018Revenue 2019: $38,888Expenses 2019: $17,000Net Income 2019: $21,8882019Revenue 2020: $37,271Expenses 2020: $29,449Net Income 2020: $7,8222020Revenue 2021: $35,926Expenses 2021: $7,805Net Income 2021: $28,1212021Revenue 2022: $36,079Expenses 2022: $391Net Income 2022: $35,6882022Revenue 2023: $29,169Expenses 2023: $20,685Net Income 2023: $8,4842023Revenue 2024: $43,349Expenses 2024: $5,810Net Income 2024: $37,5392024

Highlighted filing

2020

Revenue$37,271
Expenses$29,449
Net Income$7,822
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gisela BabbTrustee-$0--
Connie HerrellSecretary-$0--
George MillerPresident-$0--
Kennon StatesTrustee-$0--
Kirsten SmithTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sterling Redman Trust
EIN
94-6123913
Phone
9258523511
Address
3761 Greenbriar Drive, Pittsburg, CA 94565

Signing Officer

Name
George Miller
Title
President
Phone
9258523511
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Tarlson & Associates
Address
220 Sansome St Ste 900, San Francisco, CA 94104
Preparer
Nick G Tarlson
Phone
4159565700
Raw XML Appendix298 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt017940
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt110590
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt2319
AccountingFeesSchedule/AccountingFeesDetail/Amt017940
AccountingFeesSchedule/AccountingFeesDetail/Amt110590
AccountingFeesSchedule/AccountingFeesDetail/Amt2319
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TARLSON & ASSOCIATES TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1TARLSON & ASSOCIATES TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt2TARLSON & ASSOCIATES TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt017940
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt110590
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt2319
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0545899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Mutual Funds - See Charles Schwab Account No. 3495-3395 statement attached
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0545899
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt037271
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt037271
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt037271
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt028849
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt028849
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt028849
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt07822
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt037271
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt037271
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt037271
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt07822
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07822
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt037271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt029449
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt029449
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt029449
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt037271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt037271
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt029449
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt029449
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt029449
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07822
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt013321
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0627041
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0605898
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0627041
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt00
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0109
IRS990PF/DistributableAmountGrp/TotalTaxAmt0109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0627041
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0605898
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0627041
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0532579
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0545899
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0545899
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt073319
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt081142
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt081142
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0605898
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0627041
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0627041
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0605898
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0627041
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0605898
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0627041
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Gisela Babb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Connie Herrell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2George Miller
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Kennon States
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Kirsten Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0994 Grove Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11 French Bar Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23761 Greenbriar Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31305 Grove Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4994 Grove Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Healdsburg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Pittsburg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Burlingame
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Healdsburg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095448
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195642
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294565
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd495448
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Investment income increases the amount available for grants.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0George Miller
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03761 Greenbriar Drive
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Pittsburg
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094565
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09258523511
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The foundation granted 7 scholarships benefiting 8 individuals and one exempt organization.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt028530
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt02 page grant application and attachments.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Gisela Babb
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07079530931
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0994 Grove street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Healdsburg
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd095448
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Limited to one grant per 12 month period.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0none
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024365
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013726
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023665
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023665
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt077091
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024365
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013726
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022000
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0100756
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0100756
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0600
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0APPLICATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0600
OtherIncreasesSchedule/OtherIncreasesDetail/Amt013321
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Capital gains on securities investments
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0George Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09258523511
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sterling Redman Trust
ReturnHeader/Filer/BusinessNameControlTxt0STER
ReturnHeader/Filer/EIN0946123913
ReturnHeader/Filer/PhoneNum09258523511
ReturnHeader/Filer/USAddress/AddressLine1Txt03761 Greenbriar Drive
ReturnHeader/Filer/USAddress/CityNm0Pittsburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094565
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tarlson & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 Sansome St Ste 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159565700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nick G Tarlson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T08:57:20-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0George
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Miller
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$627,041
Liabilities
$0
Net assets
$627,041
Revenue
$37,271
Expenses
$29,449
Net income
$7,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.06$0.00$8.06$0.43$0.06$0.38
2023Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$0.29$0.21$0.08
2022Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$0.36$0.00$0.36
2021Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.36$0.08$0.28
2020Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.37$0.29$0.08
2019Summary only. Only limited summary data is available for this year.$6.06$0.00$0.39$0.17$0.22
2018Summary only. Only limited summary data is available for this year.$5.21$0.00$0.38$0.24$0.14
2017Summary only. Only limited summary data is available for this year.$5.65$0.00$0.29$0.14$0.15
2016Summary only. Only limited summary data is available for this year.$4.97$0.00$0.25$0.22$0.03
2015Summary only. Only limited summary data is available for this year.$4.60$0.00$0.25$0.24$0.02
2014Summary only. Only limited summary data is available for this year.$4.88$0.00$0.21$0.16$0.05
2013Summary only. Only limited summary data is available for this year.$4.54$0.00$0.16$0.10$0.06
2012Summary only. Only limited summary data is available for this year.$3.74$0.00$0.12$0.11$0.00
2011Summary only. Only limited summary data is available for this year.$3.40$0.00$0.12$0.09$0.03
2010Summary only. Only limited summary data is available for this year.$3.40$0.00$0.09$0.19$0.09
2009Summary only. Only limited summary data is available for this year.$3.23$0.00$0.21$0.18$0.04
2008Summary only. Only limited summary data is available for this year.$2.66$0.00$0.19$0.07$0.12