Civic Intelligence

Dr Jesse L Simon Charitable Foundation

990PF • Fiscal year 2013 • EIN 20-8971587

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 25, 2014

Organization Profile
389 Sherwood Court91361

(818) 345-8555

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

5th percentile

-188%

Higher net margin than 5% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

14th percentile

-32%

Faster revenue growth than 14% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$271,293

Up $45,122 (+20%) from 2012

Net Assets

Up

$271,293

Up $45,122 (+20%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

$17,271

No earlier filing loaded for comparison.

Expenses

Down

$49,710

Down $61,076 (-55%) from 2012

Net Income

-$32,439

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$400K$300K$200K$100K$0Assets 2011: $315,025Liabilities 2011: $02011Assets 2012: $226,171Liabilities 2012: $0Net Assets 2012: $226,1712012Assets 2013: $271,293Liabilities 2013: $0Net Assets 2013: $271,2932013Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2013

Assets$271,293
Liabilities$0
Net Assets$271,293
Open 2013 Filing

Operations Trend

Revenue Growth14th percentile

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

$400K$200K$0-$200KRevenue 2011: $37,222Expenses 2011: $235,557Net Income 2011: -$198,3352011Expenses 2012: $110,7862012Revenue 2013: $17,271Expenses 2013: $49,710Net Income 2013: -$32,4392013Revenue 2015: $15,219Expenses 2015: $57,393Net Income 2015: -$42,1742015Revenue 2016: $0Expenses 2016: $22,633Net Income 2016: -$22,6332016

Highlighted filing

2013

Revenue$17,271
Expenses$49,710
Net Income-$32,439
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 25, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACY S WASSERMANPresident And Director-$0--
Filing and Contact Details

Filer

EIN
20-8971587

Signing Officer

Name
Stacy Wasserman
Title
Trustee
Phone
8189431407
Signed
2014-03-25
Discuss with paid preparer
Yes

Preparer

Preparer
Marc Rosenberg
Phone
8183458555
Raw XML Appendix204 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt02200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0251836
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SEE ATTACHED STATEMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0190066
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04240
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04240
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04240
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02200
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt04240
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt013031
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt04240
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04240
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04240
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-32439
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0121416
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt013031
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt017271
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02510
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt04240
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt049710
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt017271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt017271
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02008-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0108385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt013031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt013031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0121416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MERRILL LYNCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013031
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-32439
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0271293
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0303732
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0271293
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011889
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011889
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011889
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt012234
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0345
IRS990PF/DistributableAmountGrp/TotalTaxAmt0345
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0345
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0345
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0345
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0345
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0209523
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt023300
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt019457
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt019457
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0280432
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0251836
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0190066
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0303732
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0271293
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0209523
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0303732
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0271293
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0303732
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0271293
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0303732
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0271293
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0248399
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt020456
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0227943
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03726
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012234
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0244673
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0248399
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STACY S WASSERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT AND DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10389 SHERWOOD COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0WESTLAKE VILLAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode091361
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt066729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt066902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0104690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0225089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt090257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0122731
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.272728
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.439759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.563478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.154447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.205958
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0244673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0238062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0399464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0584388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0595904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0334164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.363642
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STACY WASSERMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10389 SHERWOOD COURT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0WESTLAKE VILLAGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode091361
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08189431407
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt045000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR EUCATION ON THE HISTORY AND CULTURE OF ISRAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0L DOR V DOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10389 SHERWOOD COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0WESTLAKE VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode091361
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011889
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011889
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02510
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACY WASSERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08189431407
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10DR JESSE L SIMON CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DRJE
ReturnHeader/Filer/EIN0208971587
ReturnHeader/Filer/USAddress/AddressLine10389 SHERWOOD COURT
ReturnHeader/Filer/USAddress/City0WESTLAKE VILLAGE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091361
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954777174
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Marc Rosenberg APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1018321 Ventura Blvd Suite 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Tarzana
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode091356
ReturnHeader/PreparerPersonGrp/PhoneNum08183458555
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marc Rosenberg
ReturnHeader/ReturnTs02014-04-16T15:13:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$271,293
Liabilities
$0
Net assets
$271,293
Revenue
$17,271
Expenses
$49,710
Net income
-$32,439
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.23$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.15$0.57$0.42
2013Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.17$0.50$0.32
2012Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$1.11
2011Summary only. Only limited summary data is available for this year.$3.15$0.00$0.37$2.36$1.98