Civic Intelligence

The Roberto Foundation

990PF • Fiscal year 2018 • EIN 20-1688777

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization Profile
660 Newport Center Drive No 1220Newport Beach, CA 92660

(949) 209-6210

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

31st percentile

0.11x

Higher debt load relative to revenue than 31% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

94th percentile

74%

Higher net margin than 94% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

33rd percentile

$149,317

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

29th percentile

-1.8%

Faster asset growth than 29% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

340%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$46,150,308

Down $827,189 (-1.8%) from 2017

Net Assets

Up

$45,462,719

Up $257,553 (+0.6%) from 2017

Liabilities

Down

$687,589

Down $1,084,742 (-61%) from 2017

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin94th percentile

Revenue

Up

$6,385,101

Up $4,934,051 (+340%) from 2017

Expenses

Down

$1,668,343

Down $71,436 (-4.1%) from 2017

Net Income

Up

$4,716,758

Up $5,005,487 (+1734%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$80M$60M$40M$20M$0Assets 2011: $27,556,161Liabilities 2011: $02011Assets 2012: $31,040,368Liabilities 2012: $498,7672012Assets 2013: $35,144,694Liabilities 2013: $430,1912013Assets 2014: $41,699,160Liabilities 2014: $1,084,2482014Assets 2015: $40,691,476Liabilities 2015: $2,250,327Net Assets 2015: $38,441,1492015Assets 2016: $43,890,097Liabilities 2016: $1,949,960Net Assets 2016: $41,940,1372016Assets 2017: $46,977,497Liabilities 2017: $1,772,331Net Assets 2017: $45,205,1662017Assets 2018: $46,150,308Liabilities 2018: $687,589Net Assets 2018: $45,462,7192018Assets 2019: $55,942,450Liabilities 2019: $594,495Net Assets 2019: $55,347,9552019Assets 2020: $61,307,034Liabilities 2020: $4,111,175Net Assets 2020: $57,195,8592020Assets 2021: $67,151,103Liabilities 2021: $4,473,090Net Assets 2021: $62,678,0132021Assets 2022: $58,653,166Liabilities 2022: $2,279,157Net Assets 2022: $56,374,0092022Assets 2023: $65,854,356Liabilities 2023: $3,454,013Net Assets 2023: $62,400,3432023Assets 2024: $73,655,720Liabilities 2024: $1,058,560Net Assets 2024: $72,597,1602024

Highlighted filing

2018

Assets$46,150,308
Liabilities$687,589
Net Assets$45,462,719
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,445,014Expenses 2011: $131,700Net Income 2011: $2,313,3142011Revenue 2012: $1,923,511Expenses 2012: $1,177,734Net Income 2012: $745,7772012Revenue 2013: $3,575,728Expenses 2013: $993,958Net Income 2013: $2,581,7702013Revenue 2014: $8,332,958Expenses 2014: $2,324,386Net Income 2014: $6,008,5722014Revenue 2015: $2,891,557Expenses 2015: $3,539,172Net Income 2015: -$647,6152015Revenue 2016: $3,623,295Expenses 2016: $2,459,242Net Income 2016: $1,164,0532016Revenue 2017: $1,451,050Expenses 2017: $1,739,779Net Income 2017: -$288,7292017Revenue 2018: $6,385,101Expenses 2018: $1,668,343Net Income 2018: $4,716,7582018Revenue 2019: $5,685,101Expenses 2019: $2,392,857Net Income 2019: $3,292,2442019Revenue 2020: $3,669,250Expenses 2020: $6,396,504Net Income 2020: -$2,727,2542020Revenue 2021: $7,115,506Expenses 2021: $4,158,112Net Income 2021: $2,957,3942021Revenue 2022: $5,369,409Expenses 2022: $1,072,617Net Income 2022: $4,296,7922022Revenue 2023: $2,459,985Expenses 2023: $4,202,536Net Income 2023: -$1,742,5512023Revenue 2024: $7,631,430Expenses 2024: $1,194,985Net Income 2024: $6,436,4452024

Highlighted filing

2018

Revenue$6,385,101
Expenses$1,668,343
Net Income$4,716,758
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN MUZZYTrusteeFT$144,000$5,317$149,317
JAMES F MUZZYTrustee-$0--
PAMELA B MUZZYTrustee-$0--
RYAN MUZZYTrustee-$0--
MICHAEL MUZZYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Roberto Foundation
EIN
20-1688777
Phone
9492096210
Address
660 NEWPORT CENTER DRIVE NO 1220, NEWPORT BEACH, CA 92660

Signing Officer

Name
Jennifer T Lavenson
Title
Trustee
Phone
9492096210
Signed
2019-11-11
Discuss with paid preparer
Yes

Preparer

Firm
WRIGHT FORD YOUNG & CO CPA'S
Address
16140 SAND CANYON AVENUE, IRVINE, CA 92618-3715
Preparer
Marisa E Alvarado
Phone
9499102727
Raw XML AppendixShowing 400 of 690 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/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDELITY 9623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GOLDMAN SACHS 2559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GOLDMAN SACHS 6910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GOLDMAN SACHS 8281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PIMCO COMMODITY ALPHA FUND, LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PIMCO CLO OPPORTUNITIES FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ADVANCED GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7PIMCO CORPORATE OPPORTUNITIES FUND II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8PIMCO BRAVO FUND III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9LOSS ON DISPOSAL OF ASSET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-12-31
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3610 NEWPORT CENTER DRIVESTE 1220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4610 NEWPORT CENTER DRIVESTE 1220
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEWPORT BEACH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02198939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02227467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01704175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02578096
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02044912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01489635
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0953662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.038404
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.064891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052778
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.030462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt028528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt047470733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt044374661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt039729360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt038745445
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt033046572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt031306360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02485643
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.231612
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02457115
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02485643
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt028528
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02485643
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0DEFERRED TAX BENEFITS
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd01
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/IndividualWithBooksNm0JENNIFER T LAVENSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0660 NEWPORT CENTER DRIVE 1220
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWPORT BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092660
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09492096210
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/ContributingManagerNm0JAMES F MUZZY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PAMELA B MUZZY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0200000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1200000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt3100000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0HOAG HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1ORANGE COUNTY CATHOLIC FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2SANTA BARBARA COTTAGE HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3MISSION HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0330 PLACENTIA AVE STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt113280 CHAPMAN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 689
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt327700 MEDICAL CENTER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1GARDEN GROVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm3MISSION VIEJO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd092663
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd192840
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd293102
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd392691
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt650000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9335000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10170000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11190000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,150,308
Liabilities
$687,589
Net assets
$45,462,719
Revenue
$6,385,101
Expenses
$1,668,343
Net income
$4,716,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$73.7$1.06$72.6$7.63$1.19$6.44
2023Detailed filing. Detailed filing data is available for this year.$65.9$3.45$62.4$2.46$4.20$1.74
2022Detailed filing. Detailed filing data is available for this year.$58.7$2.28$56.4$5.37$1.07$4.30
2021Detailed filing. Detailed filing data is available for this year.$67.2$4.47$62.7$7.12$4.16$2.96
2020Detailed filing. Detailed filing data is available for this year.$61.3$4.11$57.2$3.67$6.40$2.73
2019Detailed filing. Detailed filing data is available for this year.$55.9$0.59$55.3$5.69$2.39$3.29
2018Detailed filing. Detailed filing data is available for this year.$46.2$0.69$45.5$6.39$1.67$4.72
2017Detailed filing. Detailed filing data is available for this year.$47.0$1.77$45.2$1.45$1.74$0.29
2016Detailed filing. Detailed filing data is available for this year.$43.9$1.95$41.9$3.62$2.46$1.16
2015Detailed filing. Detailed filing data is available for this year.$40.7$2.25$38.4$2.89$3.54$0.65
2014Summary only. Only limited summary data is available for this year.$41.7$1.08$8.33$2.32$6.01
2013Summary only. Only limited summary data is available for this year.$35.1$0.43$3.58$0.99$2.58
2012Summary only. Only limited summary data is available for this year.$31.0$0.50$1.92$1.18$0.75
2011Summary only. Only limited summary data is available for this year.$27.6$0.00$2.45$0.13$2.31