Civic Intelligence

The Mericos Foundation

990PF • Fiscal year 2020 • EIN 95-3500491

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
625 Fair Oaks Avenue No 360South Pasadena, CA 91030

(626) 441-5188

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.48x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

3rd percentile

-174%

Higher net margin than 3% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

70%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$50,188,747

Up $4,729,099 (+10%) from 2019

Net Assets

Up

$49,791,917

Up $4,653,418 (+10%) from 2019

Liabilities

Up

$396,830

Up $75,681 (+24%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin3rd percentile

Revenue

Up

$823,673

Up $339,418 (+70%) from 2019

Expenses

Up

$2,253,146

Up $207,148 (+10%) from 2019

Net Income

Up

-$1,429,473

Up $132,270 (+8.5%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$60M$40M$20M$0Assets 2011: $29,527,345Liabilities 2011: $117,2162011Assets 2012: $31,945,984Liabilities 2012: $125,8752012Assets 2013: $38,476,380Liabilities 2013: $194,1002013Assets 2014: $39,763,835Liabilities 2014: $590,4202014Assets 2015: $37,327,312Liabilities 2015: $188,8682015Assets 2017: $43,574,535Liabilities 2017: $337,209Net Assets 2017: $43,237,3262017Assets 2018: $38,908,226Liabilities 2018: $458,592Net Assets 2018: $38,449,6342018Assets 2019: $45,459,648Liabilities 2019: $321,149Net Assets 2019: $45,138,4992019Assets 2020: $50,188,747Liabilities 2020: $396,830Net Assets 2020: $49,791,9172020Assets 2021: $58,076,767Liabilities 2021: $499,699Net Assets 2021: $57,577,0682021Assets 2022: $44,732,372Liabilities 2022: $957,9502022Assets 2023: $50,562,944Liabilities 2023: $535,2582023Assets 2024: $56,321,023Liabilities 2024: $702,738Net Assets 2024: $55,618,2852024

Highlighted filing

2020

Assets$50,188,747
Liabilities$396,830
Net Assets$49,791,917
Open 2020 Filing

Operations Trend

Revenue Growth91st percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,054,126Expenses 2011: $2,072,484Net Income 2011: -$1,018,3582011Revenue 2012: $1,636,528Expenses 2012: $1,245,487Net Income 2012: $391,0412012Revenue 2013: $1,706,852Expenses 2013: $1,119,260Net Income 2013: $587,5922013Revenue 2014: $1,968,176Expenses 2014: $2,004,291Net Income 2014: -$36,1152014Revenue 2015: $7,418,069Expenses 2015: $1,642,182Net Income 2015: $5,775,8872015Revenue 2017: $982,552Expenses 2017: $1,925,939Net Income 2017: -$943,3872017Revenue 2018: $998,269Expenses 2018: $2,482,477Net Income 2018: -$1,484,2082018Revenue 2019: $484,255Expenses 2019: $2,045,998Net Income 2019: -$1,561,7432019Revenue 2020: $823,673Expenses 2020: $2,253,146Net Income 2020: -$1,429,4732020Revenue 2021: $891,679Expenses 2021: $2,834,912Net Income 2021: -$1,943,2332021Revenue 2022: $729,442Expenses 2022: $4,061,798Net Income 2022: -$3,332,3562022Revenue 2023: $627,204Expenses 2023: $3,366,151Net Income 2023: -$2,738,9472023Revenue 2024: $896,407Expenses 2024: $3,782,676Net Income 2024: -$2,886,2692024

Highlighted filing

2020

Revenue$823,673
Expenses$2,253,146
Net Income-$1,429,473
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNE W BLOKKERPresident/Director-$0--
LINDA J BLINKENBERGVice President/Director-$0--
JULIE LYTLE NESBITSecretary/Director-$0--
DAVID DAHLCFO/Director-$0--
ARLO G SORENSENDirector-$0--
MICHAEL J CASEYDirector-$0--
DOMINIQUE BLOKKERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Mericos Foundation
EIN
95-3500491
Phone
6264415188
Address
625 FAIR OAKS AVENUE NO 360, SOUTH PASADENA, CA 91030

Signing Officer

Name
Linda J Blinkenberg
Title
Vice President
Phone
6264415188
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
700 SOUTH FLOWER STREET SUITE 3300, LOS ANGELES, CA 90017
Preparer
Lizbeth G Nevarez
Phone
3108731600
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0307531
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0496047
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02765
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt117330
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0823673
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0823673
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011794
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02181
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt015725
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0791111
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01784613
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01787099
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0307531
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0307531
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1429473
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt010614293
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0496047
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01209592
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01489
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01489
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0203909
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt020095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0272334
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt090778
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0363112
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt085711
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02070240
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt092959
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02253146
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01302551
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0823673
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0285627
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt092959
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0466047
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt010118246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0496047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-6468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-90449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3290691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4101290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0496047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-6468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-90449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3290691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4101290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010614293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CORPORATE AMERICA FUND, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2WHITTIER INTERNATIONAL FUND A LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WHITTIER SMALL CAP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4WHITTIER VALUE FUND A, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0791111
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1429473
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06082891
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt049791917
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt045138499
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt049791917
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02551434
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02551434
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02551434
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02568247
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016813
IRS990PF/DistributableAmountGrp/TotalTaxAmt016813
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt014869
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt031682
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016813
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt014869
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016813
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016813
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt031682
IRS990PF/FMVAssetsEOYAmt050188747
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt031499
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt033713
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01482
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01014
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01014
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05678390
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01169597
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01169597
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05827188
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06873452
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06873452
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt047514
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt045138499
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt049791917
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0410002
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0230993
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0230993
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt031554975
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt040102608
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt040102608
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0242136
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0313117
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt015108
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt015484
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt015484
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0657417
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01640265
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01640265
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt045459648
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt050188747
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt050188747
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0321149
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0396830
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt045459648
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt050188747
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt045138499
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt049791917
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01315086
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0155334
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0155334
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt052147152
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01240318
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010785323
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0782207
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt040121511
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02568247
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt051364945
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt052147152
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0WHITTIER TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0363112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MGMT & PHILANTHROPIC SVCS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0625 FAIR OAKS AVENUE SUITE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA

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Filings

Displayed year

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

Open filing
Assets
$50,188,747
Liabilities
$396,830
Net assets
$49,791,917
Revenue
$823,673
Expenses
$2,253,146
Net income
-$1,429,473
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$56.3$0.70$55.6$0.90$3.78$2.89
2023Summary only. Only limited summary data is available for this year.$50.6$0.54$0.63$3.37$2.74
2022Summary only. Only limited summary data is available for this year.$44.7$0.96$0.73$4.06$3.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.1$0.50$57.6$0.89$2.83$1.94
2020Detailed filing. Detailed filing data is available for this year.$50.2$0.40$49.8$0.82$2.25$1.43
2019Detailed filing. Detailed filing data is available for this year.$45.5$0.32$45.1$0.48$2.05$1.56
2018Detailed filing. Detailed filing data is available for this year.$38.9$0.46$38.4$1.00$2.48$1.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.6$0.34$43.2$0.98$1.93$0.94
2015Summary only. Only limited summary data is available for this year.$37.3$0.19$7.42$1.64$5.78
2014Summary only. Only limited summary data is available for this year.$39.8$0.59$1.97$2.00$0.04
2013Summary only. Only limited summary data is available for this year.$38.5$0.19$1.71$1.12$0.59
2012Summary only. Only limited summary data is available for this year.$31.9$0.13$1.64$1.25$0.39
2011Summary only. Only limited summary data is available for this year.$29.5$0.12$1.05$2.07$1.02