Civic Intelligence

Alpert & Alpert Foundation

990PF • Fiscal year 2020 • EIN 23-7388729

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 30, 2020

Organization Profile
1815 S Soto StreetLos Angeles, CA 90023

(323) 265-4040

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

54th percentile

5.4%

Faster asset growth than 54% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-30%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$9,927,880

Up $508,955 (+5.4%) from 2019

Net Assets

Up

$9,927,880

Up $508,955 (+5.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin84th percentile

Revenue

Down

$1,328,911

Down $578,458 (-30%) from 2019

Expenses

Up

$819,956

Up $729 (+0.1%) from 2019

Net Income

Down

$508,955

Down $579,187 (-53%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$15M$10M$5.0M$0Assets 2013: $4,400,172Liabilities 2013: $1,198Net Assets 2013: $4,398,9742013Assets 2015: $5,117,087Liabilities 2015: $1,197Net Assets 2015: $5,115,8902015Assets 2016: $5,303,894Liabilities 2016: $0Net Assets 2016: $5,303,8942016Assets 2018: $8,330,785Liabilities 2018: $0Net Assets 2018: $8,330,7852018Assets 2019: $9,418,925Liabilities 2019: $0Net Assets 2019: $9,418,9252019Assets 2020: $9,927,880Liabilities 2020: $0Net Assets 2020: $9,927,8802020Assets 2021: $9,579,558Liabilities 2021: $0Net Assets 2021: $9,579,5582021Assets 2022: $10,137,765Liabilities 2022: $0Net Assets 2022: $10,137,7652022Assets 2023: $569,404Liabilities 2023: $0Net Assets 2023: $569,4042023

Highlighted filing

2020

Assets$9,927,880
Liabilities$0
Net Assets$9,927,880
Open 2020 Filing

Operations Trend

Revenue Growth17th percentile

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

$20M$10M$0-$10MExpenses 2013: $726,1882013Revenue 2015: $1,401,208Expenses 2015: $931,910Net Income 2015: $469,2982015Revenue 2016: $619,445Expenses 2016: $436,638Net Income 2016: $182,8072016Revenue 2018: $3,088,105Expenses 2018: $1,024,181Net Income 2018: $2,063,9242018Revenue 2019: $1,907,369Expenses 2019: $819,227Net Income 2019: $1,088,1422019Revenue 2020: $1,328,911Expenses 2020: $819,956Net Income 2020: $508,9552020Revenue 2021: $526,601Expenses 2021: $869,603Net Income 2021: -$343,0022021Revenue 2022: $1,332,639Expenses 2022: $774,432Net Income 2022: $558,2072022Revenue 2023: $2,660,766Expenses 2023: $12,229,127Net Income 2023: -$9,568,3612023

Highlighted filing

2020

Revenue$1,328,911
Expenses$819,956
Net Income$508,955
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 30, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN ALPERTChief Executive Officer/ Director-$0--
HOWARD FARBERChairman Of The Board/Secretary/CFO-$0--
TERI ALPERTDirector-$0--
NANCY ALPERTDirector-$0--
ROCHELLE FARBER COHENDirector-$0--
NADINE FARBERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Alpert & Alpert Foundation
EIN
23-7388729
Phone
3232654040
Address
1815 S SOTO STREET, LOS ANGELES, CA 90023

Signing Officer

Name
Howard Farber
Title
V.p. / Director
Phone
3232654040
Signed
2020-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
555 W 5TH STREET SUITE 2700, LOS ANGELES, CA 90013-1010
Preparer
Denise N Bustamante
Phone
2136880800
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65UNITED PARCEL SERVICE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VANGUARD INDEX FDS REAL ESTATE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VANGUARD INDEX FDS SMALL CP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VANGUARD INDEX FDS SML CP GRW ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70VANGUARD SHORT -TERM INVESTMENT GRADE ADMIRAL CLASS SHS #539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72VANGUARD WHITEHALL FDS HIGH DIV YLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73VERIZON COMMUNICATIONS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74WEC ENERGY GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75WELLS FARGO CO NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76WORKDAY INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77XILINX INC COM
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0141
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0128911
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0751485
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01200000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0284279
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0284279
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0508955
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0141
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0141
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-155509
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0224807
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt059613
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt059613
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0160
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08858
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0651645
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt059613
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0819956
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0284420
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01328911
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0160
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt059613
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt068471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-181411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt125902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-181411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt125902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-155509
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0508955
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09927880
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09418925
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09927880
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0512352
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0512352
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0512352
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0514600
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02248
IRS990PF/DistributableAmountGrp/TotalTaxAmt02248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02752
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02752
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05000
IRS990PF/FMVAssetsEOYAmt010745660
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08612578
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09346969
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010164749
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt09418925
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt09927880
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0806347
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0580911
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0580911
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09418925
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09927880
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010745660
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09418925
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09927880
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09418925
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09927880
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010448729
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0752829
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09695900
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0156731
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0514600
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010291998
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010448729
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALAN ALPERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HOWARD FARBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TERI ALPERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NANCY ALPERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROCHELLE FARBER COHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5NADINE FARBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHIEF EXECUTIVE OFFICER/ DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CHAIRMAN OF THE BOARD/SECRETARY/CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01815 S SOTO STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11815 S SOTO STREET

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Filings

Displayed year

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

Open filing
Assets
$9,927,880
Liabilities
$0
Net assets
$9,927,880
Revenue
$1,328,911
Expenses
$819,956
Net income
$508,955
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$2.66$12.2$9.57
2022Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$1.33$0.77$0.56
2021Detailed filing. Detailed filing data is available for this year.$9.58$0.00$9.58$0.53$0.87$0.34
2020Detailed filing. Detailed filing data is available for this year.$9.93$0.00$9.93$1.33$0.82$0.51
2019Detailed filing. Detailed filing data is available for this year.$9.42$0.00$9.42$1.91$0.82$1.09
2018Detailed filing. Detailed filing data is available for this year.$8.33$0.00$8.33$3.09$1.02$2.06
2016Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.62$0.44$0.18
2015Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$1.40$0.93$0.47
2013Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.73