Civic Intelligence

Doelger Charitable Trust

990PF • Fiscal year 2020 • EIN 94-6468716

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 29, 2020

Organization Profile
950 John Daly Boulevard Suite 300Daly City, CA 94015-3004

(650) 755-2333

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

80th percentile

31%

Higher net margin than 80% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

38th percentile

$39,824

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

54th percentile

5.3%

Faster asset growth than 54% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$7,704,023

Up $386,590 (+5.3%) from 2019

Net Assets

Up

$7,704,023

Up $386,590 (+5.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin80th percentile

Revenue

Up

$1,230,811

Up $441,888 (+56%) from 2019

Expenses

Up

$844,221

Up $27,348 (+3.3%) from 2019

Net Income

Up

$386,590

Up $414,540 (+1483%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $7,416,961Liabilities 2012: $02012Assets 2013: $7,495,883Liabilities 2013: $02013Assets 2014: $7,768,169Liabilities 2014: $02014Assets 2015: $7,463,741Liabilities 2015: $02015Assets 2016: $7,234,698Liabilities 2016: $02016Assets 2019: $7,317,433Liabilities 2019: $0Net Assets 2019: $7,317,4332019Assets 2020: $7,704,023Liabilities 2020: $0Net Assets 2020: $7,704,0232020Assets 2021: $7,435,755Liabilities 2021: $0Net Assets 2021: $7,435,7552021Assets 2022: $6,838,443Liabilities 2022: $0Net Assets 2022: $6,838,4432022Assets 2023: $6,791,134Liabilities 2023: $0Net Assets 2023: $6,791,1342023Assets 2024: $7,043,515Liabilities 2024: $0Net Assets 2024: $7,043,5152024Assets 2025: $6,661,884Liabilities 2025: $0Net Assets 2025: $6,661,8842025

Highlighted filing

2020

Assets$7,704,023
Liabilities$0
Net Assets$7,704,023
Open 2020 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2012: $325,564Expenses 2012: $593,731Net Income 2012: -$268,1672012Revenue 2013: $609,793Expenses 2013: $530,871Net Income 2013: $78,9222013Revenue 2014: $855,520Expenses 2014: $583,234Net Income 2014: $272,2862014Revenue 2015: $326,552Expenses 2015: $630,980Net Income 2015: -$304,4282015Revenue 2016: $381,790Expenses 2016: $610,833Net Income 2016: -$229,0432016Revenue 2019: $788,923Expenses 2019: $816,873Net Income 2019: -$27,9502019Revenue 2020: $1,230,811Expenses 2020: $844,221Net Income 2020: $386,5902020Revenue 2021: $668,197Expenses 2021: $936,465Net Income 2021: -$268,2682021Revenue 2022: $298,797Expenses 2022: $896,109Net Income 2022: -$597,3122022Revenue 2023: $845,488Expenses 2023: $892,797Net Income 2023: -$47,3092023Revenue 2024: $1,028,255Expenses 2024: $775,874Net Income 2024: $252,3812024Revenue 2025: $392,663Expenses 2025: $774,294Net Income 2025: -$381,6312025

Highlighted filing

2020

Revenue$1,230,811
Expenses$844,221
Net Income$386,590
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 29, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN F NICOLAITrusteePT$39,824-$39,824
D EUGENE RICHARDTrusteePT$39,824-$39,824
JOHN VIOLETTrusteePT$39,824-$39,824
Filing and Contact Details

Filer

Filer Name
Doelger Charitable Trust
EIN
94-6468716
Phone
6507552333
Address
950 JOHN DALY BOULEVARD SUITE 300, DALY CITY, CA 94015-3004

Signing Officer

Name
John F Nicolai
Title
Trustee
Phone
6507552333
Signed
2020-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Dito & Associates LLC
Address
1601 BAYSHORE HWY STE 100, BURLINGAME, CA 94010-1506
Preparer
Gordon L Dito Ea
Phone
6505529200
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GENERAL ELECTRIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VISA, INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2WELLS FARGO & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4EQUITY RESIDENTIAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5LOCKHEED MARTIN CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7COCA COLA COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8JOHNSON & JOHNSON COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PROCTER & GAMBLE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10AB GLOBAL BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11BERNSTEIN INTERMEDIATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12VAIL RESORTS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0882094
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0270316
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0386590
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07704023
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07317433
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07704023
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0643335
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0643335
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0643335
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0654784
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011449
IRS990PF/DistributableAmountGrp/TotalTaxAmt011449
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011449
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011449
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011449
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04381
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07068
IRS990PF/FMVAssetsEOYAmt011923330
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt010183449
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt011065543
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01085095
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01599431
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01603987
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05338160
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05604476
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010319343
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-2866016
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-3361520
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0894178
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0500116
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07317433
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07704023
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011923330
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07317433
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07704023
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07317433
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07704023
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013295099
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01233794
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012061305
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0199426
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0654784
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013095673
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt013295099
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt039824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt139824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt239824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN F NICOLAI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1D EUGENE RICHARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN VIOLET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0950 JOHN DALY BLVD 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1950 JOHN DALY BLVD 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2950 JOHN DALY BLVD 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DALY CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DALY CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DALY CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294015
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0633241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0644690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0722546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0603742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0615889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0542104
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0537794
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.055430
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046138
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt011449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt013095673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt013035275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt013085468
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt012583051
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt011737832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt011931100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0750611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.241773
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0739162
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0750611
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt011449
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0750611
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0true
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN F NICOLAI
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0950 JOHN DALY BLVD 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALY CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0940153004
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06507552333
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0159651
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1159651
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt217325
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt379825
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt480000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt580000

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,704,023
Liabilities
$0
Net assets
$7,704,023
Revenue
$1,230,811
Expenses
$844,221
Net income
$386,590
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.39$0.77$0.38
2024Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$1.03$0.78$0.25
2023Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.85$0.89$0.05
2022Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.30$0.90$0.60
2021Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.67$0.94$0.27
2020Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$1.23$0.84$0.39
2019Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$0.79$0.82$0.03
2016Summary only. Only limited summary data is available for this year.$7.23$0.00$0.38$0.61$0.23
2015Summary only. Only limited summary data is available for this year.$7.46$0.00$0.33$0.63$0.30
2014Summary only. Only limited summary data is available for this year.$7.77$0.00$0.86$0.58$0.27
2013Summary only. Only limited summary data is available for this year.$7.50$0.00$0.61$0.53$0.08
2012Summary only. Only limited summary data is available for this year.$7.42$0.00$0.33$0.59$0.27