Civic Intelligence

Alpert & Alpert Foundation

990PF • Fiscal year 2023 • EIN 23-7388729

Jul 01, 2023 to Aug 06, 2023 • Filed on Jun 17, 2024

Organization Profile
1815 S Soto StreetLos Angeles, CA 90023

(323) 265-4040

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$0

Down $10,137,765 (-100%) from 2022

Net Assets

Down

$0

Down $10,137,765 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Down

$12,589

Down $1,320,050 (-99%) from 2022

Expenses

Down

$581,993

Down $192,439 (-25%) from 2022

Net Income

Down

-$569,404

Down $1,127,611 (-202%) from 2022

Historical Trend

Balance Sheet Trend

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: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2023: $569,404Liabilities 2023: $0Net Assets 2023: $569,4042023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

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: $12,589Expenses 2023: $581,993Net Income 2023: -$569,4042023Revenue 2023: $2,660,766Expenses 2023: $12,229,127Net Income 2023: -$9,568,3612023

Highlighted filing

2023

Revenue$12,589
Expenses$581,993
Net Income-$569,404
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Aug 6, 2023
Signed
Jun 17, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN ALPERTCEO/Director-$0--
HOWARD FARBERChairman Of The Board/Sec/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
In Care Of
% SCOTT KELRICK
Phone
3232654040
Address
1815 S SOTO STREET, LOS ANGELES, CA 90023

Signing Officer

Name
Alan Alpert
Title
CEO/director
Phone
3232654040
Signed
2024-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer
Cathy L Kleineahlbr
Phone
8053748555
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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/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0578970
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011656617
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt070691
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0221663
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0139293
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0581993
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0578970
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012866517
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012287547
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS DURING THE CURRENT TAX YEAR. ALPERT & ALPERT FOUNDATION MADE DISTRIBUTIONS OF 569,404$ FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTIONS WERE MADE PURSUANT TO A PLAN OF DISSOLUTION. THESE DISTRIBUTIONS REPRESENTED 100% OF ALPERT & ALPERT FOUNDATION'S NET ASSETS (AS MEASURED BY FAIR MARKET VALUE).
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GRANT REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02800
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN ALPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03232654040
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPERT & ALPERT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALPE
ReturnHeader/Filer/EIN0237388729
ReturnHeader/Filer/InCareOfNm0% SCOTT KELRICK
ReturnHeader/Filer/PhoneNum03232654040
ReturnHeader/Filer/USAddress/AddressLine1Txt01815 S SOTO STREET
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090023
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLTHOUSE CARLIN & VAN TRIGT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03011 TOWNSGATE ROAD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTLAKE VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091361
ReturnHeader/PreparerPersonGrp/PhoneNum08053748555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHY L KLEINEAHLBR
ReturnHeader/ReturnTs02024-06-17T17:23:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALPERT
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02023-08-06
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$12,589
Expenses
$581,993
Net income
-$569,404
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
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.58$0.57
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