Civic Intelligence

The Lakeview Foundation

990PF • Fiscal year 2017 • EIN 95-4791558

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

300-b Drakes Landing Road No 190Greenbrae, CA 94904

(415) 430-4175

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

1st percentile

-1299%

Higher net margin than 1% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

21st percentile

$6,500

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

4th percentile

-16%

Faster asset growth than 4% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

4.3%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Down

$17,137,488

Down $3,204,087 (-16%) from 2016

Net Assets

Down

$17,137,488

Down $3,204,087 (-16%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$532,072

Up $22,019 (+4.3%) from 2016

Expenses

Up

$7,442,627

Up $1,904,557 (+34%) from 2016

Net Income

Down

-$6,910,555

Down $1,882,538 (-37%) from 2016

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $27,869,025Liabilities 2011: $1,6592011Assets 2012: $32,114,484Liabilities 2012: $3222012Assets 2013: $31,791,714Liabilities 2013: $3222013Assets 2014: $31,232,278Liabilities 2014: $0Net Assets 2014: $31,232,2782014Assets 2015: $23,793,277Liabilities 2015: $0Net Assets 2015: $23,793,2772015Assets 2016: $20,341,575Liabilities 2016: $0Net Assets 2016: $20,341,5752016Assets 2017: $17,137,488Liabilities 2017: $0Net Assets 2017: $17,137,4882017Assets 2018: $11,827,171Liabilities 2018: $02018Assets 2019: $6,553,881Liabilities 2019: $02019Assets 2020: $2,321,091Liabilities 2020: $0Net Assets 2020: $2,321,0912020Assets 2021: $4,013,163Liabilities 2021: $0Net Assets 2021: $4,013,1632021Assets 2022: $9,793,113Liabilities 2022: $0Net Assets 2022: $9,793,1132022Assets 2023: $3,876,920Liabilities 2023: $0Net Assets 2023: $3,876,9202023Assets 2024: $3,314,414Liabilities 2024: $0Net Assets 2024: $3,314,4142024

Highlighted filing

2017

Assets$17,137,488
Liabilities$0
Net Assets$17,137,488

Operations Trend

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2011: $5,913,502Expenses 2011: $2,406,633Net Income 2011: $3,506,8692011Revenue 2012: $8,020,093Expenses 2012: $2,786,532Net Income 2012: $5,233,5612012Revenue 2013: $6,507,906Expenses 2013: $7,067,189Net Income 2013: -$559,2832013Revenue 2014: $1,285,374Expenses 2014: $3,653,829Net Income 2014: -$2,368,4552014Revenue 2015: -$4,941,261Expenses 2015: $4,581,977Net Income 2015: -$9,523,2382015Revenue 2016: $510,053Expenses 2016: $5,538,070Net Income 2016: -$5,028,0172016Revenue 2017: $532,072Expenses 2017: $7,442,627Net Income 2017: -$6,910,5552017Revenue 2018: $487,926Expenses 2018: $7,041,583Net Income 2018: -$6,553,6572018Revenue 2019: $3,055,738Expenses 2019: $1,041,328Net Income 2019: $2,014,4102019Revenue 2020: $1,301,410Expenses 2020: $7,920,679Net Income 2020: -$6,619,2692020Revenue 2021: $5,798,009Expenses 2021: $3,732,654Net Income 2021: $2,065,3552021Revenue 2022: $10,144,047Expenses 2022: $4,748,514Net Income 2022: $5,395,5332022Revenue 2023: -$16,574Expenses 2023: $6,212,244Net Income 2023: -$6,228,8182023Revenue 2024: $2,361,478Expenses 2024: $5,514,127Net Income 2024: -$3,152,6492024

Highlighted filing

2017

Revenue$532,072
Expenses$7,442,627
Net Income-$6,910,555
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELANIE SCHOWDirector-$6,500-$6,500
STEVEN SCHOWCFO / Director-$6,500-$6,500
ROGER SCHOWPresident / Director-$6,500-$6,500
FARAH LESCHNERExecutive Director / Secre-$5,000-$5,000
JEFFREY CODDINGTONAudit Committee-$2,500-$2,500
SAM SCHOWDirector-$250-$250
NAN SCHOWBoard Chair / Director-$0--
Filing and Contact Details

Filer

Filer Name
The Schow Foundation
EIN
95-4791558
Phone
4154304175
Address
300-B DRAKES LANDING ROAD NO 190, GREENBRAE, CA 94904

Signing Officer

Name
Steven Schow
Title
Director
Phone
4154304175
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Bpm Llp
Address
600 CALIFORNIA STREET SUITE 600, SAN FRANCISCO, CA 94108
Preparer
Sandy G Murray
Phone
4154215757
Raw XML AppendixShowing 400 of 986 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/Amt0102170
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING AND AUDIT FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt041278
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt065892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0126895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt152968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2125017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3184395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4146554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5135865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6217377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7160165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8128650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9244667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10148880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11179669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1279486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13106039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14156934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15166550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16168948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17186636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1828795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19261011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20129929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21144824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22146795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23231225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24221494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25141198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26147258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27136266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28134910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29372849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30177327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31124875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32791540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33133151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34163522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35184915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36196130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37670891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38135057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39120995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40151793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41171423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42280038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43148504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44148236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45190666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46230903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47147566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48133812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49599433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50208438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51208512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0189944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt168471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2179981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3258154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4214245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5198163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6239109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7239053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8191100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9331375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10164816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11265205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12135361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13147724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14223442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15183749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16195340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17225950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1840822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19253616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20151582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21218471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22154734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23133842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24185118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25213017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26183368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27191979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28145135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29356259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30195608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31160410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32784072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33169523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34261325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35196407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36226918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37699153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38207400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39165108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40141789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41268166
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42261777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43188932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44147917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45214547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46278876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47189617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48154418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49592538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50224115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51238499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APOLLO GLOBAL MGMT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APTIV PLC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BLACKSTONE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BORGWARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CARLYLE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHEVRON CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COLGATE-PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DELPHI AUTOMOTIVE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DOMINION RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ESTEE LAUDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24GLAXOSMITHKLINE ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28INTL BUSINESS MACH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ISHARES US PREFERRED STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30JOHNSON AND JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32JP MORGAN EXCHANGE TRADED FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35NIKE INC CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37POWERSHARES GLOBAL EXCHANGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40SCHLUMBERGER LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41SHERWIN WILLIAMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42SPDR SER TR BARCLAYS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46TRAVELERS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48UNITED PARCEL SVC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49VANGUARD BD INDEX FD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51WEYERHAEUSER
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt03836927
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt03831638
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0977325
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11033887
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2532352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PRIMECAP ODYSSEY AGG GROWTH FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PRIMECAP ODYSSEY GROWTH FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PRIMECAP ODYSSEY STOCK FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01671318
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12028554
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2856206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0465322
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt049
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt047733
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt03968
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0GRANT REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt015000
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0513055
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt015000
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt04017
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0532072
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt041278
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt065892
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0102170
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt094438
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt027250
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt027250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt07181387
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt07181387
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0484235
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0465371
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6910555
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03047481
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt051701
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0398157
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02768
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02772
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt08439
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0123038
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0123038
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06010
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt07252693
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0188955
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07442627
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0587112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0532072
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt071306
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0188955
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0261240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02995780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-21232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt172933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt242737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-21232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt172933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt242737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02974548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt172933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt246705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FROM PARTNERSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt094438
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6910555
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03706468
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017137488
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt020341575
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017137488
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01232741
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01217741
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01232741
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01221723
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt015000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03982
IRS990PF/DistributableAmountGrp/TotalTaxAmt03982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09339
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09339
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt013321
IRS990PF/FMVAssetsEOYAmt020860977
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt066232
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0257
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0257
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011380237
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010129976
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011846240
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt023713
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt023713
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04258677
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02543564
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04556078
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt020341575
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt017137488
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0803078
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0626764
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0626764
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt020341575
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017137488
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020860977
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt020341575
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017137488
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt020341575
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017137488
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03833351
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03836927
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt03831638
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt024806557
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01434077
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt023372480
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0372098
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01221723
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt024434459
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt024806557
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0PERIGON WEALTH MANAGEMENT LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1BPM LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0123038
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt185153
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1ACCOUNTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0201 MISSION STREET SUITE 1825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1600 CALIFORNIA ST SUITE 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd194108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt26500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt36500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt45000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt52500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt6250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MELANIE SCHOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NAN SCHOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEVEN SCHOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ROGER SCHOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4FARAH LESCHNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JEFFREY CODDINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6SAM SCHOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1BOARD CHAIR / DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CFO / DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT / DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4EXECUTIVE DIRECTOR / SECRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5AUDIT COMMITTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0300-B DRAKES LANDING ROAD SUITE 190
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1300-B DRAKES LANDING ROAD SUITE 190
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2300-B DRAKES LANDING ROAD SUITE 190
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3300-B DRAKES LANDING ROAD SUITE 190
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4300-B DRAKES LANDING ROAD SUITE 190
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5300-B DRAKES LANDING ROAD SUITE 190
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6300-B DRAKES LANDING ROAD SUITE 190
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GREENBRAE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GREENBRAE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2GREENBRAE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3GREENBRAE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4GREENBRAE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5GREENBRAE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6GREENBRAE
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/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094904
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194904
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294904
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394904
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494904
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594904
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd694904

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$2.36$5.51$3.15
2023Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.02$6.21$6.23
2022Detailed filing. Detailed filing data is available for this year.$9.79$0.00$9.79$10.1$4.75$5.40
2021Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$5.80$3.73$2.07
2020Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$1.30$7.92$6.62
2019Summary only. Only limited summary data is available for this year.$6.55$0.00$3.06$1.04$2.01
2018Summary only. Only limited summary data is available for this year.$11.8$0.00$0.49$7.04$6.55
2017Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.53$7.44$6.91
2016Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$0.51$5.54$5.03
2015Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$4.94$4.58$9.52
2014Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$1.29$3.65$2.37
2013Summary only. Only limited summary data is available for this year.$31.8$0.00$6.51$7.07$0.56
2012Summary only. Only limited summary data is available for this year.$32.1$0.00$8.02$2.79$5.23
2011Summary only. Only limited summary data is available for this year.$27.9$0.00$5.91$2.41$3.51