Civic Intelligence

Mr and Mrs Samuel Oschin Family Foundation

990PF • Fiscal year 2020 • EIN 20-0533204

Oct 01, 2019 to Sep 30, 2020 • Filed on Jul 21, 2021

Organization Profile
21600 Oxnard St No 500Woodland Hills, CA 91367

(818) 587-3730

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.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

11th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

8th percentile

-57%

Higher net margin than 8% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$168,000

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

17th percentile

-2.6%

Faster asset growth than 17% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-43%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$86,129,588

Down $2,258,388 (-2.6%) from 2019

Net Assets

$86,129,588

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin8th percentile

Revenue

Down

$3,970,163

Down $2,951,676 (-43%) from 2019

Expenses

Down

$6,227,324

Down $68,765 (-1.1%) from 2019

Net Income

Down

-$2,257,161

Down $2,882,911 (-461%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$100M$50M$0Assets 2011: $76,793,050Liabilities 2011: $02011Assets 2012: $82,542,871Liabilities 2012: $02012Assets 2013: $85,517,723Liabilities 2013: $02013Assets 2014: $93,105,078Liabilities 2014: $02014Assets 2015: $92,650,802Liabilities 2015: $02015Assets 2019: $88,387,976Liabilities 2019: $02019Assets 2020: $86,129,588Liabilities 2020: $0Net Assets 2020: $86,129,5882020Assets 2021: $91,564,989Liabilities 2021: $275,300Net Assets 2021: $91,289,6892021Assets 2022: $89,354,279Liabilities 2022: $2,767,183Net Assets 2022: $86,587,0962022Assets 2023: $84,945,614Liabilities 2023: $3,560,912Net Assets 2023: $81,384,7022023Assets 2024: $83,857,993Liabilities 2024: $4,064,684Net Assets 2024: $79,793,3092024

Highlighted filing

2020

Assets$86,129,588
Liabilities$0
Net Assets$86,129,588
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2011: $9,974,462Expenses 2011: $5,390,106Net Income 2011: $4,584,3562011Revenue 2012: $11,683,885Expenses 2012: $5,934,064Net Income 2012: $5,749,8212012Revenue 2013: $8,987,562Expenses 2013: $6,012,710Net Income 2013: $2,974,8522013Revenue 2014: $13,844,924Expenses 2014: $6,257,569Net Income 2014: $7,587,3552014Revenue 2015: $5,928,688Expenses 2015: $6,382,964Net Income 2015: -$454,2762015Revenue 2019: $6,921,839Expenses 2019: $6,296,089Net Income 2019: $625,7502019Revenue 2020: $3,970,163Expenses 2020: $6,227,324Net Income 2020: -$2,257,1612020Revenue 2021: $11,494,850Expenses 2021: $6,334,749Net Income 2021: $5,160,1012021Revenue 2022: $2,081,691Expenses 2022: $6,784,284Net Income 2022: -$4,702,5932022Revenue 2023: $981,548Expenses 2023: $6,183,942Net Income 2023: -$5,202,3942023Revenue 2024: $4,590,898Expenses 2024: $6,182,291Net Income 2024: -$1,591,3932024

Highlighted filing

2020

Revenue$3,970,163
Expenses$6,227,324
Net Income-$2,257,161
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jul 21, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNDA OSCHINChairman Of The Board & SecretaryPT$168,000-$168,000
DANIEL OSCHINPresident & CFOPT$168,000-$168,000
KATHERINE OSCHINVice PresidentPT$30,000-$30,000
Filing and Contact Details

Filer

Filer Name
Mr and Mrs Samuel Oschin
EIN
20-0533204
Phone
8185873730
Address
21600 OXNARD ST NO 500, WOODLAND HILLS, CA 91367

Signing Officer

Name
Lynda Oschindaniel Oschin
Title
Officers
Phone
8185873730
Signed
2021-07-21
Discuss with paid preparer
Yes

Preparer

Firm
Meloni Hribal Tratner Llp
Address
21600 OXNARD STREET 500, WOODLAND HILLS, CA 91367
Preparer
Nicole X Sellin
Phone
8185873730
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt4MANAGERS DANIEL OSCHIN AND KATHERINE OSCHIN WERE TRUSTEES AND TWO OF FOUR BENEFICIARIES OF A TRUST THAT WAS COMPLETELY DISTRIBUTED TO BENEFICIARIES EFFECTIVE 12-31-16. UPON DISTRIBUTION, MANAGERS DANIEL OSCHIN AND KATHERINE OSCHIN BECAME TWO OF FOUR OWNERS OF AN LLC (SDKK INVESTMENTS, LLC)CREATED TO HOLD PARTNERSHIP AND LLC INTERESTS, SOME OF WHICH ARE ALSO OWNED BY FOUNDATION. IN ADDITION, DANIEL OSCHIN IS SOLE TRUSTEE FOR TWO OF THE OTHER FOUR OWNERS OF THE LLC MENTIONED ABOVE THAT OWNS PARTNERSHIP AND LLC INTERESTS WHICH ARE ALSO OWNED BY FOUNDATION. THE LLC IS MANAGED BY ANOTHER LLC (SDKK MANAGEMENT, LLC) OF WHICH DANIEL OSCHIN IS MANAGER.FOR THIS PURPOSE, MANAGERS ARE CONSIDERED OWNERS.COMMONLY OWNED ENTITIES ARE AS FOLLOWS:MO-SO LIMITED PARTNERSHIP - FOUNDATION OWNS 69.3% AND MANAGERS OWN 29.7%.OGO ASSOCIATES TRINITY, LLC - FOUNDATION OWNS 46.667% AND MANAGERS OWN 20%WEST CONVINA PROPERTIES, LLC - FOUNDATION OWNS 25.33% FORMERLY OWNED BY 808 NORTH AZUSA(SMLLC OWNED BY FOUNDATION) AND MANAGERS OWN 21.6369%. VILLAGE GREEN APARTMENTS (TENANCY-IN-COMMON) - FOUNDATION OWNS 100% OF MADRONA VILLAGE GREEN, LLC WHICH OWNS 46.667% OF APARTMENT BUILDING AND MANAGERS OWN 20%.WOGO CEDROS, LLC - FOUNDATION OWNS 28% AND MANAGERS OWN 12%OGO ASSOCIATES OF WILSHIRE - FOUNDATION OWNS 25% AND MANAGERS OWN 30.3569%OGO INVESTMENTS, INC. - FOUNDATION OWNS 40% AND MANAGERS OWN 17.142857%CARMEL PINES - FOUNDATION OWNS 17.737% AND MANAGERS OWN 20%ELECTION TO AMORTIZE BOND PREMIUM TAXPAYER HEREBY ELECTS TO AMORTIZE BOND PREVIUM PURSUANT TO IRC SEC. 171(C) AND TREASURY REGULATIONS 1.171-4(A).
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3925170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ANTHEM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BALL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BHP BILLITON PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CENTENE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CHARLES SCHWAB NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CITIGROUP INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CITIZENS FINANCIAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9DONALDSON CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10FORTIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11FREEPORT-MCMORAN CL-B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15LYONDELLBASELL NV CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16METLIFE INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PVH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19QUEST DIAGNOSTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20RIO TINTO PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21VERISK ANALYTICS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MATERIALS SEL SEC SPDR FD (XLB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26FACEBOOK INC CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28SALESFORCE.COM,INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29GOODRICH PETE CORP WTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30NEKTAR THERAPEUTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31UNITED DEVELOPMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ALIBABA GRP HOLDING ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MIRCOSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37VANECK VECTORS TR ETF VIETNAM ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38FIRST TRUST ETF IV ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ISHARES IBOXX $ ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt49212500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt50500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALPHAKEYS MADISON DEARBORN, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ALPHAKEYS PRIVATE EQUITY FUND VII, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ALPHAKEYS PRIVATE EQUITY FUND VII SUPPLEMENTAL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BALYASNY ATLAS ENHANCED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4HAWKES BAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5SOMA OFFSHORE LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ARES SOF (OFFSHORE), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ARES SOF (OFFSHORE), LP CPV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8COWEN HEALTHCARE III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9COWEN HEALTHCARE III LP CPV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10LEGACY CAPITAL III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11RIVERVIEW SOF III (CAYMAN)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12TVM LIFE SCIENCE INNOVATION II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13FEDERATED GOVT OBLIGATIONS PRM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14MSIF ULTRA-SHORT INCOME INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15BLACKROCK HI YIELD BD PTF INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16CANYON BALANCED ASP CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17BREP ASIA II ASP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18COLONY DISTRESSED CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19MFS INTERNATIONAL INTRINSIC VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20MORGAN STANLEY INSTL FD INC - INTL OPPTY PORT CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21MORGAN STANLEY INSTL FD INC -GLOBAL OPPTY PORT CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22MORGAN STANLEY INSTL FD INC -GLOBAL FRANCHISE PORT CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23JPMORGAN TR II LARGE CAP GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24JP MORGAN TRUST I EMERGING MARKETS EQUITY FUND CLASS L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25AMERICAN FUND STRATEGIC BOND FD CL F2 ANBFX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26BLACKROCK STRATEGIC GLOBAL BD FD INC INSTL CL SHS MAWIX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27AMERICAN FUNDS THE BOND FUND OF AMERICA CLASS F2 ABNFX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28PGIM GLOBAL TOTAL RETURN CL Z PZTRX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29FIRST TRUST INTER DUR PFD & INCOME FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30PGIM HIGH YIELD BOND FUND INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31PARTNERSHIP AND MEMBER INTERESTS (INFORMATION AVAILABLE UPON REQUEST)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32MOSO CORP.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33OGO INVESTMENTS, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34PARTICIPATION AGMT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35COTTONWOOD RESIDENTIAL OP, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36ARC PROPERTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37CLOVERLAY FUND I, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38CLOVERLAY FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39TSG VENTURE I, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40INVESTMENT IN AFINITI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41BRIDGE LINE VENTURES, LLC (23 AND ME)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42BRIDGE LINE VENTURES, LLC (SOFI)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43IMPOSSIBLE FOODS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44PALANTIR SERIES II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45FIRECREEK LENDER LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46FUGIO PRIVATE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47SIGULAR GUFF DISTRESSED OPPORTUNITIES FUND V, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48BLACKROCK PRIVATE OPPORTUNITIES FUND IV (CAYMAN), L.P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49SQUADRA VENTURES LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50UPTOWN NEWPORT LLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt46223198
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt47880150

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Filings

Displayed year

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

Open filing
Assets
$86,129,588
Liabilities
$0
Net assets
$86,129,588
Revenue
$3,970,163
Expenses
$6,227,324
Net income
-$2,257,161
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$83.9$4.06$79.8$4.59$6.18$1.59
2023Detailed filing. Detailed filing data is available for this year.$84.9$3.56$81.4$0.98$6.18$5.20
2022Detailed filing. Detailed filing data is available for this year.$89.4$2.77$86.6$2.08$6.78$4.70
2021Detailed filing. Detailed filing data is available for this year.$91.6$0.28$91.3$11.5$6.33$5.16
2020Detailed filing. Detailed filing data is available for this year.$86.1$0.00$86.1$3.97$6.23$2.26
2019Summary only. Only limited summary data is available for this year.$88.4$0.00$6.92$6.30$0.63
2015Summary only. Only limited summary data is available for this year.$92.7$0.00$5.93$6.38$0.45
2014Summary only. Only limited summary data is available for this year.$93.1$0.00$13.8$6.26$7.59
2013Summary only. Only limited summary data is available for this year.$85.5$0.00$8.99$6.01$2.97
2012Summary only. Only limited summary data is available for this year.$82.5$0.00$11.7$5.93$5.75
2011Summary only. Only limited summary data is available for this year.$76.8$0.00$9.97$5.39$4.58