Civic Intelligence

Smart & Final Education Foundation

990PF • Fiscal year 2021 • EIN 95-4800664

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

Organization ProfileN/A
600 Citadel DriveCommerce, CA 90040

(323) 869-7506

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

86th percentile

48%

Higher net margin than 86% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

40th percentile

4.8%

Faster asset growth than 40% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

90%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,920,627

Up $133,488 (+4.8%) from 2020

Net Assets

Up

$2,919,362

Up $132,223 (+4.7%) from 2020

Liabilities

Up

$1,265

Up $1,265 from 2020

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin86th percentile

Revenue

Up

$377,061

Up $179,076 (+90%) from 2020

Expenses

Up

$196,551

Up $4,179 (+2.2%) from 2020

Net Income

Up

$180,510

Up $174,897 (+3116%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,826,064Liabilities 2011: $0Net Assets 2011: $1,826,0642011Assets 2012: $2,028,087Liabilities 2012: $0Net Assets 2012: $2,028,0872012Assets 2013: $2,320,583Liabilities 2013: $0Net Assets 2013: $2,320,5832013Assets 2014: $2,325,930Liabilities 2014: $0Net Assets 2014: $2,325,9302014Assets 2015: $2,263,997Liabilities 2015: $0Net Assets 2015: $2,263,9972015Assets 2016: $2,290,782Liabilities 2016: $0Net Assets 2016: $2,290,7822016Assets 2017: $2,511,047Liabilities 2017: $0Net Assets 2017: $2,511,0472017Assets 2018: $2,224,397Liabilities 2018: $0Net Assets 2018: $2,224,3972018Assets 2019: $2,551,165Liabilities 2019: $0Net Assets 2019: $2,551,1652019Assets 2020: $2,787,139Liabilities 2020: $0Net Assets 2020: $2,787,1392020Assets 2021: $2,920,627Liabilities 2021: $1,265Net Assets 2021: $2,919,3622021Assets 2022: $2,373,867Liabilities 2022: $1,750Net Assets 2022: $2,372,1172022Assets 2023: $2,667,643Liabilities 2023: $631Net Assets 2023: $2,667,0122023Assets 2024: $2,831,483Liabilities 2024: $2,274Net Assets 2024: $2,829,2092024

Highlighted filing

2021

Assets$2,920,627
Liabilities$1,265
Net Assets$2,919,362
Open 2021 Filing

Operations Trend

Revenue Growth86th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $111,902Expenses 2011: $61,456Net Income 2011: $50,4462011Revenue 2012: $163,186Expenses 2012: $127,877Net Income 2012: $35,3092012Revenue 2013: $257,567Expenses 2013: $152,652Net Income 2013: $104,9152013Revenue 2014: $238,955Expenses 2014: $148,676Net Income 2014: $90,2792014Revenue 2015: $289,614Expenses 2015: $169,627Net Income 2015: $119,9872015Revenue 2016: $206,139Expenses 2016: $178,157Net Income 2016: $27,9822016Revenue 2017: $264,843Expenses 2017: $176,431Net Income 2017: $88,4122017Revenue 2018: $239,149Expenses 2018: $176,963Net Income 2018: $62,1862018Revenue 2019: $175,192Expenses 2019: $190,933Net Income 2019: -$15,7412019Revenue 2020: $197,985Expenses 2020: $192,372Net Income 2020: $5,6132020Revenue 2021: $377,061Expenses 2021: $196,551Net Income 2021: $180,5102021Revenue 2022: $258,530Expenses 2022: $164,886Net Income 2022: $93,6442022Revenue 2023: $227,245Expenses 2023: $155,953Net Income 2023: $71,2922023Revenue 2024: $316,799Expenses 2024: $199,022Net Income 2024: $117,7772024

Highlighted filing

2021

Revenue$377,061
Expenses$196,551
Net Income$180,510
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.2
Mission and Program Overview

Mission

Provide scholarships to smart & final stores llc employees and dependents.

Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID HIRZPresident & Director-$0--
TETSU TANIMOTOChairman & Director-$0--
RICHARD PHEGLEYCFO & Director-$0--
LELAND P SMITHSecretary & Director-$0--
JOHN BONICATTODirector-$0--
DONALD BUTTERFIELDDirector-$0--
CYNTHIA MCCLOUDDirector-$0--
JEFFREY D WHYNOTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Smart & Final Education Foundation
EIN
95-4800664
Phone
3238697506
Address
600 CITADEL DRIVE, COMMERCE, CA 90040

Signing Officer

Name
Richard Phegley
Title
CFO
Phone
3238697506
Signed
2022-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray CPA
Phone
9094664410
Raw XML AppendixShowing 400 of 449 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.

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0990-PF, PAGE 1, SECTION J
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FOR THE YEAR ENDED DECEMBER 31, 2021, THE FOUNDATION CHANGED FROM THE MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS A BASIS OF ACCOUNTING OTHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATE OF AMERICA, TO THE ACCRUAL BASIS OF ACCOUNTING WHICH IS PRESENTED IN ACCORDANCE WITH U.S. GAAP. THIS CHANGE WAS MADE TO BE IN CONFORMITY WITH U.S. GAAP AS REQUIRED BY THE STATE OF CALIFORNIA FOR SOLICITING CHARITIES. THERE WAS NO EFFECT ON THE FOUNDATION'S BEGINNING NET ASSETS AS A RESULT OF THE EFFECTS OF THE CHANGE IN ACCOUNTING METHOD.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD PHEGLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LELAND P SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JOHN BONICATTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DONALD BUTTERFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6CYNTHIA MCCLOUD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7JEFFREY D WHYNOT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CHAIRMAN & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CFO & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0600 CITADEL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1600 CITADEL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2600 CITADEL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3600 CITADEL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4600 CITADEL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5600 CITADEL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6600 CITADEL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7600 CITADEL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0COMMERCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1COMMERCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2COMMERCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3COMMERCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4COMMERCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5COMMERCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6COMMERCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7COMMERCE
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/StateAbbreviationCd7CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd390040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd490040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd590040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd690040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd790040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0166415
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0166415
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0600 CITADEL DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COMMERCE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090040
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SMART & FINAL EDUCATION FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum03238697560
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0ONLINE APPLICATION REQUESTING APPLICANT INFORMATION AND EDUCATION GOALS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CGA EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09164483545
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01005 12TH STREET SUITE 200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SACRAMENTO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd095814
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CGA EDUCATIONAL FOUNDATION SCHOLARSHIPS ARE OPEN TO HIGH SCHOOL SENIORS, COLLEGE UNDERGRADUATE AND GRADUATE STUDENTS WHO ARE EMPLOYEES OF, OR THE DEPENDENT SONS OR DAUGHTERS OF EMPLOYEES OF, A CGA MEMBER COMPANY. THE EMPLOYEE MUST HAVE BEEN EMPLOYED BY A CGA MEMBER COMPANY FOR AT LEAST ONE YEAR AS OF THE APRIL 1 PROGRAM DEADLINE AND MUST BE EMPLOYED BY THE SAME COMPANY AT THE TIME THE AWARDS ARE ANNOUNCED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0ANNUALLY JANUARY 1 TO APRIL 1.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PIGGYBACK SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CALIFORNIA GROCERS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01005 12TH STREET SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SACRAMENTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095814
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0136590
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0136590
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt045895
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024036
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt042429
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0142185
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt029825
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt045895
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024036
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt042429
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0166415
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt029825
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0142185
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0112360
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ARCTIC GLACIER USA INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1DPI SPECIALTY FOODS
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2FRITOLAY
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt3PEPSI BOTTLING GROUP LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorForeignAddress/AddressLine1Txt0625 HENRY AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorForeignAddress/CityNm0WINNIPEG
IRS990ScheduleB/ContributorInformationGrp/ContributorForeignAddress/CountryCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorForeignAddress/ProvinceOrStateNm0MANITOBA
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0601 ROCKAFELLER AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt17701 LEGACY DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt21 PEPSI WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ONTARIO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PLANO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2SOMERS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091751
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd175024
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd210589
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt117000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt220000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt320000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt048287
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt062
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,920,627
Liabilities
$1,265
Net assets
$2,919,362
Revenue
$377,061
Expenses
$196,551
Net income
$180,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.32$0.20$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$0.23$0.16$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.26$0.16$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.38$0.20$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.20$0.19$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.18$0.19$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.24$0.18$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.26$0.18$0.09
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.00$2.29$0.21$0.18$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.29$0.17$0.12
2014Summary only. Only limited summary data is available for this year.$2.33$0.00$2.33$0.24$0.15$0.09
2013Summary only. Only limited summary data is available for this year.$2.32$0.00$2.32$0.26$0.15$0.10
2012Summary only. Only limited summary data is available for this year.$2.03$0.00$2.03$0.16$0.13$0.04
2011Summary only. Only limited summary data is available for this year.$1.83$0.00$1.83$0.11$0.06$0.05