Institute for The Future at 201 Hamilton Ave, Palo Alto, Ca 94301 lists Marina Gorbis and Katie Fuller of Palo Alto, CA as the associates.
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Salley Westergaard
Individual Agent
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201 HAMILTON AVE, PALO ALTO, CA 94301
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Marina Gorbis
CEO
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201 HAMILTON AVE, PALO ALTO, CA 94301
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Katie Fuller
Chief Financial Officer
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201 HAMILTON AVE, PALO ALTO, CA 94301
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Katie Fuller
Secretary
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201 HAMILTON AVE, PALO ALTO, CA 94301
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201 HAMILTON AVE, PALO ALTO, CA 94301
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameINSTITUTE FOR THE FUTURE DC PLAN Plan #001 Participants BOY/EOY114 / 121 Assets BOY/EOY$25,020,797 / $22,172,354 | 2022 | INSTITUTE FOR THE FUTURE DC PLAN - Plan #001 | 114 / 121 | $25,020,797 / $22,172,354 |
| 2021 | Plan NameINSTITUTE FOR THE FUTURE DC PLAN Plan #001 Participants BOY/EOY124 / 113 Assets BOY/EOY$22,085,553 / $25,020,797 | 2021 | INSTITUTE FOR THE FUTURE DC PLAN - Plan #001 | 124 / 113 | $22,085,553 / $25,020,797 |
| 2020 | Plan NameINSTITUTE FOR THE FUTURE DC PLAN Plan #001 Participants BOY/EOY127 / 125 Assets BOY/EOY$18,845,051 / $22,085,553 | 2020 | INSTITUTE FOR THE FUTURE DC PLAN - Plan #001 | 127 / 125 | $18,845,051 / $22,085,553 |
| 2019 | Plan NameINSTITUTE FOR THE FUTURE DC PLAN Plan #001 Participants BOY/EOY124 / 127 Assets BOY/EOY$15,915,733 / $18,845,051 | 2019 | INSTITUTE FOR THE FUTURE DC PLAN - Plan #001 | 124 / 127 | $15,915,733 / $18,845,051 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
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| 2022 | # of Emps47 Contributions$12,325 Revenue$13,331,270 Expenses$12,764,903 Assets EOY$8,524,539 Liabilities$4,512,229 | 2022 | 47 | $12,325 | $13,331,270 | $12,764,903 | $8,524,539 | $4,512,229 |
| 2021 | # of Emps45 Contributions$2,300,010 Revenue$14,239,917 Expenses$11,218,774 Assets EOY$9,175,990 Liabilities$5,730,047 | 2021 | 45 | $2,300,010 | $14,239,917 | $11,218,774 | $9,175,990 | $5,730,047 |
| 2020 | # of Emps51 Contributions$29,343 Revenue$9,253,788 Expenses$11,150,818 Assets EOY$4,385,199 Liabilities$3,960,399 | 2020 | 51 | $29,343 | $9,253,788 | $11,150,818 | $4,385,199 | $3,960,399 |
| 2019 | # of Emps57 Contributions$135,944 Revenue$13,400,553 Expenses$13,357,109 Assets EOY$5,374,719 Liabilities$3,052,888 | 2019 | 57 | $135,944 | $13,400,553 | $13,357,109 | $5,374,719 | $3,052,888 |
| 2018 | # of Emps49 Contributions$20,475 Revenue$13,915,306 Expenses$13,751,088 Assets EOY$5,200,486 Liabilities$2,922,099 | 2018 | 49 | $20,475 | $13,915,306 | $13,751,088 | $5,200,486 | $2,922,099 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 02/13/2021 | Approved$1,149,802 Forgiven$1,158,713 LenderFirst-Citizens Bank & Trust Company Jobs37 | 02/13/2021 | $1,149,802 | $1,158,713 | First-Citizens Bank & Trust Company | 37 |
| 04/14/2020 | Approved$1,099,500 Forgiven$1,113,427 LenderFirst-Citizens Bank & Trust Company Jobs45 | 04/14/2020 | $1,099,500 | $1,113,427 | First-Citizens Bank & Trust Company | 45 |
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