Civic Intelligence

Sutherland Foundation

990PF • Fiscal year 2020 • EIN 95-6096597

Dec 01, 2019 to Nov 30, 2020 • Filed on Sep 29, 2021

850 Albion StreetSan Diego, CA 92106

(619) 994-1601

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

667%

Higher net margin than 100% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

12th percentile

-9.2%

Faster asset growth than 12% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Assets

Down

$630,303

Down $64,235 (-9.2%) from 2019

Net Assets

$630,303

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue

Down

-$9,628

Down $65,881 (-117%) from 2019

Expenses

Up

$54,607

Up $8,239 (+18%) from 2019

Net Income

Down

-$64,235

Down $74,120 (-750%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $688,821Liabilities 2011: $02011Assets 2012: $693,653Liabilities 2012: $02012Assets 2013: $671,734Liabilities 2013: $02013Assets 2014: $651,995Liabilities 2014: $02014Assets 2015: $625,321Liabilities 2015: $02015Assets 2019: $694,538Liabilities 2019: $02019Assets 2020: $630,303Liabilities 2020: $1Net Assets 2020: $630,3032020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2020

Assets$630,303
Liabilities$1
Net Assets$630,303

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $13,873Expenses 2011: $49,080Net Income 2011: -$35,2072011Revenue 2012: $59,035Expenses 2012: $54,203Net Income 2012: $4,8322012Revenue 2013: $21,797Expenses 2013: $43,716Net Income 2013: -$21,9192013Revenue 2014: $37,773Expenses 2014: $57,511Net Income 2014: -$19,7382014Revenue 2015: $23,970Expenses 2015: $50,644Net Income 2015: -$26,6742015Revenue 2019: $56,253Expenses 2019: $46,368Net Income 2019: $9,8852019Revenue 2020: -$9,628Expenses 2020: $54,607Net Income 2020: -$64,2352020Revenue 2021: $24,531Expenses 2021: $763,010Net Income 2021: -$738,4792021

Highlighted filing

2020

Revenue-$9,628
Expenses$54,607
Net Income-$64,235
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Sep 29, 2021
Return Version
2019v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann SutherlandPres/CFO/Sec/Director-$500-$500
Stephen SutherlandDirector-$500-$500
Daniel SmithDirector-$500-$500
Filing and Contact Details

Filer

Filer Name
Sutherland Foundation
EIN
95-6096597
Phone
6199941601
Address
850 Albion Street, San Diego, CA 92106

Signing Officer

Name
Daniel G Smith
Title
Director
Phone
6199941601
Signed
2021-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Hma CPA Ps
Address
510 W Riverside Ave Ste 400, Spokane, WA 99201
Preparer
Kevin R Sell CPA
Phone
5094558173
Raw XML AppendixShowing 400 of 582 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Aetna Services 8/15/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt040269
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt046547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt012261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111757
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt310671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt68183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt710205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt89718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt910499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt103851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1112870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt128608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt137977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt144903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1510284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1613744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1710130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt188891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1913597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt208102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt217795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2214226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt239237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2412015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2510584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt264832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt277113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2821514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2915138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt304323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3210665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt336571
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3415318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt359298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt369147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3714670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt385583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3932583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt408023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4111623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt425970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt438036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4418175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4514947
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt465051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt476209
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt487907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt491702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5042572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt523879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5310625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt012782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt312355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt417268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt69506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt713917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt815258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt914565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt104009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1113745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1211769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1310776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt145384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1514134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1619266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1712658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1816433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1916154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2011460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2113457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2220640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2314081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2417490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2511418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt265016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt277456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2823265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2915505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt304403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt313919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3213673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt337975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3415254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt359635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt369325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3714868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt386502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3935481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt408166
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4111651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt426397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt438059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4418509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4515607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt465445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt477195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt487924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt494871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5067242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt529588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5325659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Accenture PLC Ireland
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Air Products & Chemicals
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Bristol Myers Squibb Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Broadcom Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Cisco Systems Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Colgate Palmolive
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Comcast Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Home Depot
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Illinois Tool Works Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Intercontinental
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Johnson & Johnson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Lam Research Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Marsh & McLennan
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Mastercard Incorporated
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15McDonalds Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Nextera Energy Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Nike Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Pepsico Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20PNC Financial Services Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Sherwin Williams Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Texas Instruments
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Union Pacific Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Unitedhealth Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Verizon Communications
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Blackrock Fds V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Brown Advisory
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Cohen & Steers Pfd Secs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Doubleline FDS Tr - New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Federated Instl Tr
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Fidelity Secs Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Hartford Mut Fds Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Ishares S&P 100 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Ishares Trust
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35JPMorgan Intermediate
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Lord Abbett Short Dur Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Mainstay Fds
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Matthews Intl Fds
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Metropolitan West Fds
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Mfs Ser Tr III
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Nuveen Intermediate
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Nuveen Invt Tr V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Pimco Fds
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Pimco Mortgage
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Professionally Mngd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46SPDR Index Shares Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Vanguard Specialized
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48JPMorgan Tr
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Altria Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50American Funds - Smallcap World
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Kraft Heinz Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Philip Morris New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Qualcomm Inc
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt028692
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-38320
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-9628
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-9628
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt044500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt044500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt028692
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt028692
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-64235
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0487595
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-38320
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt022419
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0696
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06273
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06273
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01638
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt046000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt054607
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt028692
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-9628
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06273
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0525915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-38320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-38320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0487595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-38320
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-64235
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0630303
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0694538
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0630303
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt036687
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt036687
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt036687
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt036911
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0224
IRS990PF/DistributableAmountGrp/TotalTaxAmt0224
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0746
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0970
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0224
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0746
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0224
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0224
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0970
IRS990PF/FMVAssetsEOYAmt0787646
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0264578
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0264578
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt015378
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt025950
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt025950
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt091782
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt040269
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt046547
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0561549
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0554508
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0705573
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt023
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt023
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt023
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0429960
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0365725
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt025806
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09553
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt09553
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0694538
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0630303
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0787646
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0694538
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0630303
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0694538
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0630303
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0749465
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt040341
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0709122
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011242
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt036911
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0738223
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0749465
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ann Sutherland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Stephen Sutherland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Daniel Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres/CFO/Sec/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0850 Albion Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1850 Albion Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2850 Albion Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Diego
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Diego
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2San Diego
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt038541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt038765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt041460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt036500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt027000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt042537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt047321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.056492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.034759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.057513
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.064509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0224
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0738223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0733915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0764103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0776769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0739608
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0733554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt046000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.261041
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt045776
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt046000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0224
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt046000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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/IndividualWithBooksNm0Ann Sutherland
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0850 Albion Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0San Diego
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0921062934
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06199941601
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0None
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt36000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt74000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings