Civic Intelligence

Dan Murphy Foundation

990PF • Fiscal year 2020 • EIN 95-6046963

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization Profile

View Organization Page

800 West Sixth Street 1240Los Angeles, CA 90017

(213) 623-3120

Siviq Scores

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

Liabilities / Assets

28th percentile

0.07x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

3.14x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Net Margin

79th percentile

19%

Higher net margin than 79% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

18th percentile

$247,967

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2020 filings • $250M-$1B nonprofits • Source year 2020

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-49%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$280,929,861

Up $31,147,505 (+12%) from 2019

Net Assets

Up

$261,269,126

Up $37,495,672 (+17%) from 2019

Liabilities

Down

$19,660,735

Down $6,348,167 (-24%) from 2019

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin79th percentile

Revenue

Down

$6,267,391

Down $5,908,304 (-49%) from 2019

Expenses

Down

$5,098,785

Down $301,201 (-5.6%) from 2019

Net Income

Down

$1,168,606

Down $5,607,103 (-83%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$400M$300M$200M$100M$0Assets 2011: $202,372,799Liabilities 2011: $127,4012011Assets 2012: $207,178,313Liabilities 2012: $136,7472012Assets 2013: $222,962,088Liabilities 2013: $253,743Net Assets 2013: $222,708,3452013Assets 2014: $214,986,922Liabilities 2014: $225,616Net Assets 2014: $214,761,3062014Assets 2015: $206,139,299Liabilities 2015: $1,132,468Net Assets 2015: $205,006,8312015Assets 2017: $249,813,740Liabilities 2017: $223,798Net Assets 2017: $249,589,9422017Assets 2018: $226,188,443Liabilities 2018: $32,845,868Net Assets 2018: $193,342,5752018Assets 2019: $249,782,356Liabilities 2019: $26,008,902Net Assets 2019: $223,773,4542019Assets 2020: $280,929,861Liabilities 2020: $19,660,735Net Assets 2020: $261,269,1262020Assets 2021: $316,812,992Liabilities 2021: $13,374,0582021Assets 2022: $262,276,699Liabilities 2022: $6,025,771Net Assets 2022: $256,250,9282022Assets 2023: $276,334,673Liabilities 2023: $1,450,9912023Assets 2024: $285,821,155Liabilities 2024: $1,206,759Net Assets 2024: $284,614,3962024

Highlighted filing

2020

Assets$280,929,861
Liabilities$19,660,735
Net Assets$261,269,126
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

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

$50M$0-$50MRevenue 2011: $13,138,319Expenses 2011: $10,137,854Net Income 2011: $3,000,4652011Revenue 2012: $9,685,205Expenses 2012: $12,786,058Net Income 2012: -$3,100,8532012Revenue 2013: $21,137,159Expenses 2013: $12,569,243Net Income 2013: $8,567,9162013Revenue 2014: $13,908,211Expenses 2014: $12,702,429Net Income 2014: $1,205,7822014Revenue 2015: $16,489,309Expenses 2015: $12,982,100Net Income 2015: $3,507,2092015Revenue 2017: $9,674,887Expenses 2017: $10,533,942Net Income 2017: -$859,0552017Revenue 2018: $1,677,559Expenses 2018: $46,395,996Net Income 2018: -$44,718,4372018Revenue 2019: $12,175,695Expenses 2019: $5,399,986Net Income 2019: $6,775,7092019Revenue 2020: $6,267,391Expenses 2020: $5,098,785Net Income 2020: $1,168,6062020Revenue 2021: $36,214,309Expenses 2021: $9,711,077Net Income 2021: $26,503,2322021Revenue 2022: $899,567Expenses 2022: $5,398,229Net Income 2022: -$4,498,6622022Revenue 2023: $21,165,801Expenses 2023: $10,540,407Net Income 2023: $10,625,3942023Revenue 2024: $23,029,873Expenses 2024: $14,031,897Net Income 2024: $8,997,9762024

Highlighted filing

2020

Revenue$6,267,391
Expenses$5,098,785
Net Income$1,168,606
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID FUHRMANPresidentFT$225,000$22,967$247,967
RICHARD A GRANT JRPast PresidentFT$50,913$17,976$68,889
EDWARD A LANDRYVice PresidentPT$0--
PATRICIA L MCKENNATreasurerPT$0--
LYNNE M HOOKDirectorPT$0--
JOSEPH M LUMARDADirectorPT$0--
JOSEPH C SANDERSChairmanPT$0--
NORA URREASecretaryPT$0--
MONSIGNOR SABATO PILATODirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Dan Murphy Foundation
EIN
95-6046963
Phone
2136233120
Address
800 WEST SIXTH STREET 1240, LOS ANGELES, CA 90017

Signing Officer

Name
David Fuhrman
Title
President
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Pamela R Ross CPA
Address
22739 Federalist Road, Calabasas, CA 91302
Preparer
Pamela R Ross
Phone
8186138581
Raw XML AppendixShowing 400 of 672 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21586838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-159429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-305195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5307603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61898171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1451366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-2158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21586838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-159429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-305195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5307603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61898171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04140853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12096995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35602248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt46167481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51307603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61898171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AQR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NEUMEIER POMA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2TWO SIGMA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VANGUARD EMERGING MKTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VULCAN VALUE PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5YORK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6LT CAPITAL GAINS FROM K-1 PARTNERSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01874464
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01590818
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01168606
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt036327066
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0261269126
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0223773454
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0261269126
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011456210
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011456210
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011456210
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011533112
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt076902
IRS990PF/DistributableAmountGrp/TotalTaxAmt076902
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt023098
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0100000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt076902
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt023098
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt076902
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt076902
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0100000
IRS990PF/FMVAssetsEOYAmt0280929861
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0197382
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt044750
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0448110
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0373833
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0373833
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05835327
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt08330878
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt08330878
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0110668511
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0136715810
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0136715810
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt07574418
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt025811520
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt019615985
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0129034
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0129034
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0217092114
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt06681340
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt014738523
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt08174418
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt08174418
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt095958505
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt098663355
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt098663355
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt034280
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt024497
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt024497
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt09231225
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012061447
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt012061447
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0249782356
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0280929861
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0280929861
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt026008902
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt019660735
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0249782356
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0280929861
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0223773454
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0261269126
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt012867875
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt016585623
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt016585623
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0234174856
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013085001
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0221089855
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03512623
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011533112
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0230662233
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0234174856
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0150000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt175000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt044969
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt133071
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0HEIDI TALBOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1CATHY HEUTMAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0CAO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1GRANTS ADMIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0800 W SIXTH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1800 W SIXTH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd090017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd190017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CAMBRIDGE ASSOCIATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1VULCAN VALUE PARTNERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2PAMELA R ROSS CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0452486
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt154239
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt252051
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt359184
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt457413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0NEUMEIER POMA INVESTMENT COUNSEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm1WELLINGTON MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3ACCOUNTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02730 SAND HILL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt126435 CARMEL RANCHO BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt22801 HIGHWAY 280 SOUTH SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt322739 FEDERALIST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt4280 CONGRESS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MENLO PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1CARMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2BIRMINGHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3CALABASAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm4BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd193923
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd235223
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd391302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd402210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt740.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt050913
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20

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Filings

Displayed year

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

Open filing
Assets
$280,929,861
Liabilities
$19,660,735
Net assets
$261,269,126
Revenue
$6,267,391
Expenses
$5,098,785
Net income
$1,168,606
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$286$1.21$285$23.0$14.0$9.00
2023Summary only. Only limited summary data is available for this year.$276$1.45$21.2$10.5$10.6
2022Detailed filing. Detailed filing data is available for this year.$262$6.03$256$0.90$5.40$4.50
2021Summary only. Only limited summary data is available for this year.$317$13.4$36.2$9.71$26.5
2020Detailed filing. Detailed filing data is available for this year.$281$19.7$261$6.27$5.10$1.17
2019Detailed filing. Detailed filing data is available for this year.$250$26.0$224$12.2$5.40$6.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$226$32.8$193$1.68$46.4$44.7
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$250$0.22$250$9.67$10.5$0.86
2015Detailed filing. Detailed filing data is available for this year.$206$1.13$205$16.5$13.0$3.51
2014Detailed filing. Detailed filing data is available for this year.$215$0.23$215$13.9$12.7$1.21
2013Detailed filing. Detailed filing data is available for this year.$223$0.25$223$21.1$12.6$8.57
2012Summary only. Only limited summary data is available for this year.$207$0.14$9.69$12.8$3.10
2011Summary only. Only limited summary data is available for this year.$202$0.13$13.1$10.1$3.00