Civic Intelligence

The Philip and Muriel Berman Foundation

990PF • Fiscal year 2017 • EIN 23-6270983

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

Organization Profile
PO Box 48558Los Angeles, CA 90048

(323) 932-0655

Siviq Scores

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

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

44th percentile

0.21x

Higher debt load relative to revenue than 44% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

2nd percentile

-128%

Higher net margin than 2% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

23rd percentile

$100,000

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

18th percentile

-2.7%

Faster asset growth than 18% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

14th percentile

-11%

Faster revenue growth than 14% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$40,015,777

Down $1,115,414 (-2.7%) from 2016

Net Assets

Down

$39,747,560

Down $1,100,713 (-2.7%) from 2016

Liabilities

Down

$268,217

Down $14,701 (-5.2%) from 2016

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin2nd percentile

Revenue

Down

$1,306,055

Down $169,646 (-11%) from 2016

Expenses

Up

$2,980,905

Up $1,987,812 (+200%) from 2016

Net Income

Down

-$1,674,850

Down $2,157,458 (-447%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$60M$40M$20M$0Assets 2011: $35,235,189Liabilities 2011: $1,658Net Assets 2011: $35,233,5312011Assets 2012: $38,079,689Liabilities 2012: $5,010Net Assets 2012: $38,074,6792012Assets 2013: $37,210,345Liabilities 2013: $1,825Net Assets 2013: $37,208,5202013Assets 2014: $42,011,979Liabilities 2014: $414,826Net Assets 2014: $41,597,1532014Assets 2015: $39,283,127Liabilities 2015: $660,021Net Assets 2015: $38,623,1062015Assets 2016: $41,131,191Liabilities 2016: $282,918Net Assets 2016: $40,848,2732016Assets 2017: $40,015,777Liabilities 2017: $268,217Net Assets 2017: $39,747,5602017Assets 2018: $37,375,572Liabilities 2018: $1,076,250Net Assets 2018: $36,299,3222018Assets 2019: $39,910,478Liabilities 2019: $1,076,250Net Assets 2019: $38,834,2282019Assets 2020: $44,356,309Liabilities 2020: $392,000Net Assets 2020: $43,964,3092020Assets 2021: $48,040,996Liabilities 2021: $397,000Net Assets 2021: $47,643,9962021Assets 2022: $38,919,625Liabilities 2022: $397,000Net Assets 2022: $38,522,6252022Assets 2023: $41,252,081Liabilities 2023: $397,000Net Assets 2023: $40,855,0812023Assets 2024: $45,014,351Liabilities 2024: $0Net Assets 2024: $45,014,3512024

Highlighted filing

2017

Assets$40,015,777
Liabilities$268,217
Net Assets$39,747,560
Open 2017 Filing

Operations Trend

Revenue Growth14th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $898,8042011Expenses 2012: $1,475,9042012Expenses 2013: $1,622,5732013Revenue 2014: $2,331,059Expenses 2014: $2,020,224Net Income 2014: $310,8352014Revenue 2015: $2,476,914Expenses 2015: $2,172,162Net Income 2015: $304,7522015Revenue 2016: $1,475,701Expenses 2016: $993,093Net Income 2016: $482,6082016Revenue 2017: $1,306,055Expenses 2017: $2,980,905Net Income 2017: -$1,674,8502017Revenue 2018: $1,830,793Expenses 2018: $2,556,046Net Income 2018: -$725,2532018Revenue 2019: $1,451,578Expenses 2019: $3,199,293Net Income 2019: -$1,747,7152019Revenue 2020: $2,656,085Expenses 2020: $1,523,254Net Income 2020: $1,132,8312020Revenue 2021: $2,585,999Expenses 2021: $1,940,235Net Income 2021: $645,7642021Revenue 2022: $1,020,784Expenses 2022: $3,328,834Net Income 2022: -$2,308,0502022Revenue 2023: $362,003Expenses 2023: $2,103,225Net Income 2023: -$1,741,2222023Revenue 2024: $1,994,952Expenses 2024: $1,579,797Net Income 2024: $415,1552024

Highlighted filing

2017

Revenue$1,306,055
Expenses$2,980,905
Net Income-$1,674,850
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY M BERMANPresident/EdPT$100,000-$100,000
ALAN J BLOCHVP, TreasurerFT$80,000-$80,000
REBECCA BLOCHSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Philip and Muriel Berman Foundation
EIN
23-6270983
Phone
3239320655
Address
PO BOX 48558, LOS ANGELES, CA 90048

Signing Officer

Name
Nancy Berman Bloch
Title
President
Phone
3239320655
Signed
2018-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
10990 WILSHIRE BLVD 16TH FLOOR, LOS ANGELES, CA 90024-3929
Preparer
Lizbeth G Nevarez
Phone
3108731600
Raw XML AppendixShowing 400 of 986 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/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GLUSKIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SMC ALTERNATIVE STRATEGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SMC RESERVE FUND II OFFSHORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4DBL EQUITY FUND II K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5DBL PARTNERS III K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ANGELES GLOBAL EQUITY OPPORTUNITIES FUND, LLC K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CPI IV PRIVATE INVESTORS LLC K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CSFR K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9OAKTREE K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PERCEPTIVE FUND K-1 INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SMC ENLIGHTENMENT FUND K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12HARVEST MLP INCOME FUND II LLC K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13GSO PRIVATE INVESTORS K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0543964
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1674850
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0574137
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt039747560
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt040848273
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt039747560
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01996935
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01996935
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01996935
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02007230
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010295
IRS990PF/DistributableAmountGrp/TotalTaxAmt010295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt039365
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt016660
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt033000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt039365
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt049660
IRS990PF/FMVAssetsEOYAmt040015777
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt03918
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt05667
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt075891
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt075891
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt075891
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt075891
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt047098
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt015534
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt015534
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011368259
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt018786142
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt018786142
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0279000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0262550
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt02768
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt02768
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03238350
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01965250
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01965250
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt016288336
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt017699703
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt017699703
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02466139
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01473257
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01473257
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt041131191
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt040015777
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt040015777
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0282918
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0268217
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt041131191
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt040015777
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt040848273
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt039747560
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt040848273
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt039747560
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt07647118
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt040755929
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02426483
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt020629743
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0611339
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt017699703
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02007230
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt040144590
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt040755929
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt135.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt180000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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/ForeignAddress/AddressLine1Txt0150 SUFFOLK RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/CityNm0SALT SPRING ISLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/CountryCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/ForeignPostalCd0V8K 1K3
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/ProvinceOrStateNm0BC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NANCY M BERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALAN J BLOCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2REBECCA BLOCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/ED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP, TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0200 S HUDSON AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1200 S HUDSON AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01896832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01907127
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01079942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01671453
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01290671
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02917942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01439083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.029246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.035868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.082058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.041669
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt010295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt040144590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt036926188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt035255180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt035984101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt035559445
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt034535804
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02901382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.236251
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02891087
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02901382
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt010295
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02901382
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/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/ForeignAccountsQuestionInd01

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,015,777
Liabilities
$268,217
Net assets
$39,747,560
Revenue
$1,306,055
Expenses
$2,980,905
Net income
-$1,674,850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.0$0.00$45.0$1.99$1.58$0.42
2023Detailed filing. Detailed filing data is available for this year.$41.3$0.40$40.9$0.36$2.10$1.74
2022Detailed filing. Detailed filing data is available for this year.$38.9$0.40$38.5$1.02$3.33$2.31
2021Detailed filing. Detailed filing data is available for this year.$48.0$0.40$47.6$2.59$1.94$0.65
2020Detailed filing. Detailed filing data is available for this year.$44.4$0.39$44.0$2.66$1.52$1.13
2019Detailed filing. Detailed filing data is available for this year.$39.9$1.08$38.8$1.45$3.20$1.75
2018Detailed filing. Detailed filing data is available for this year.$37.4$1.08$36.3$1.83$2.56$0.73
2017Detailed filing. Detailed filing data is available for this year.$40.0$0.27$39.7$1.31$2.98$1.67
2016Detailed filing. Detailed filing data is available for this year.$41.1$0.28$40.8$1.48$0.99$0.48
2015Detailed filing. Detailed filing data is available for this year.$39.3$0.66$38.6$2.48$2.17$0.30
2014Detailed filing. Detailed filing data is available for this year.$42.0$0.41$41.6$2.33$2.02$0.31
2013Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$1.62
2012Detailed filing. Detailed filing data is available for this year.$38.1$0.01$38.1$1.48
2011Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$0.90