Civic Intelligence

John Stauffer Charitable Trust

990PF • Fiscal year 2016 • EIN 23-7434707

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profile
301 N Lake Ave Suite 1000Pasadena, CA 91101

(626) 793-9400

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

59th percentile

5.9%

Higher net margin than 59% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$151,034

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

$35,686,203

No earlier filing loaded for comparison.

Net Assets

$35,686,203

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin59th percentile

Revenue

$2,973,998

No earlier filing loaded for comparison.

Expenses

$2,798,841

No earlier filing loaded for comparison.

Net Income

$175,157

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40M$30M$20M$10M$0Assets 2016: $35,686,203Liabilities 2016: $0Net Assets 2016: $35,686,2032016Assets 2017: $36,190,244Liabilities 2017: $0Net Assets 2017: $36,190,2442017Assets 2018: $37,161,200Liabilities 2018: $2Net Assets 2018: $37,161,1982018Assets 2019: $37,424,570Liabilities 2019: $4Net Assets 2019: $37,424,5662019Assets 2020: $34,787,801Liabilities 2020: $0Net Assets 2020: $34,787,8012020Assets 2021: $39,817,778Liabilities 2021: $0Net Assets 2021: $39,817,7782021Assets 2022: $37,603,499Liabilities 2022: $0Net Assets 2022: $37,603,4992022Assets 2023: $36,110,497Liabilities 2023: $0Net Assets 2023: $36,110,4972023Assets 2024: $34,094,477Liabilities 2024: $0Net Assets 2024: $34,094,4772024

Highlighted filing

2016

Assets$35,686,203
Liabilities$0
Net Assets$35,686,203
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MRevenue 2016: $2,973,998Expenses 2016: $2,798,841Net Income 2016: $175,1572016Revenue 2017: $3,716,988Expenses 2017: $3,207,437Net Income 2017: $509,5512017Revenue 2018: $3,996,110Expenses 2018: $3,029,568Net Income 2018: $966,5422018Revenue 2019: $3,243,514Expenses 2019: $2,984,715Net Income 2019: $258,7992019Revenue 2020: $396,711Expenses 2020: $3,019,223Net Income 2020: -$2,622,5122020Revenue 2021: $8,946,774Expenses 2021: $3,897,193Net Income 2021: $5,049,5812021Revenue 2022: $1,373,346Expenses 2022: $3,596,817Net Income 2022: -$2,223,4712022Revenue 2023: $2,561,348Expenses 2023: $4,126,043Net Income 2023: -$1,564,6952023Revenue 2024: $1,616,089Expenses 2024: $3,684,919Net Income 2024: -$2,068,8302024

Highlighted filing

2016

Revenue$2,973,998
Expenses$2,798,841
Net Income$175,157
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY J GOSNEYTrusteePT$151,034-$151,034
MICHAEL R WHALENTrusteePT$151,033-$151,033
JOHN F BRADLEYTrusteePT$151,033-$151,033
Filing and Contact Details

Filer

Filer Name
John Stauffer Charitable Trust
EIN
23-7434707
Phone
6267939400
Address
301 N LAKE AVE SUITE 1000, PASADENA, CA 91101

Signing Officer

Name
Michael R Whalen
Title
Trustee
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Hkg Llp
Address
100 W Walnut St 7th Floor, Pasadena, CA 91124
Preparer
Curtis Natham
Phone
6265850666
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32VANGUARD HEALTH CARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33WHOLE FOODS MARKET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34AMAZON INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35FACEBOOK INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ISHARES CORE MSCI
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01332766
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01637687
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt02960
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0585
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd019
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02971038
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt02960
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02973998
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt014400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01640647
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0362480
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt090620
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0453100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02027860
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02027860
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01332766
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01332766
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0175157
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09875713
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt08180
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt08180
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01640647
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02579157
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0113131
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0113131
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0585
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0585
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0137939
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0137939
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt080
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt044151
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt044231
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02404000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0394841
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02798841
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02973998
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02973998
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0376140
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0394841
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0770981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0583889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22263456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt35385786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt028847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2136014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31472301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt028847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2136014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31472301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0612736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22399470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt36858087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB - ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB - ST NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB - LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHARLES SCHWAB - LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01640647
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt029372
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0175157
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt069603
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt035755806
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt035580649
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt035686203
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02434938
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02434938
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02434938
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02460730
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt025792
IRS990PF/DistributableAmountGrp/TotalTaxAmt025792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt035989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt061781
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt025792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt035989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt025792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt025792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt061781
IRS990PF/FMVAssetsEOYAmt049915203
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt035580649
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt035686203
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt014513390
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt015268944
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt015334060
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt019502386
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt018260802
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt032423247
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt013496
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt011046
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt012485
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt024398
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0764964
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02145409
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02145409
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt035580649
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt035686203
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt049915203
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt035580649
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt035686203
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt035580649
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt035686203
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0762015
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt049964066
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01441283
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt048522781
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0749461
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02460730
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt049214605
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt049964066
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0EVERETT HARRIS & CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0137939
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt026522 LA ALAMEDA SUITE 270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MISSION VIEJO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd092691
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0151033
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1151033
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2151034
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL R WHALEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN F BRADLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TIMOTHY J GOSNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0531 S MARENGO AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1180 SOUTH LAKE AVE SUITE 440
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2301 N LAKE AVENUE SUITE 1000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,686,203
Liabilities
$0
Net assets
$35,686,203
Revenue
$2,973,998
Expenses
$2,798,841
Net income
$175,157
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.1$0.00$34.1$1.62$3.68$2.07
2023Detailed filing. Detailed filing data is available for this year.$36.1$0.00$36.1$2.56$4.13$1.56
2022Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$1.37$3.60$2.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.8$0.00$39.8$8.95$3.90$5.05
2020Detailed filing. Detailed filing data is available for this year.$34.8$0.00$34.8$0.40$3.02$2.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.4$0.00$37.4$3.24$2.98$0.26
2018Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$4.00$3.03$0.97
2017Detailed filing. Detailed filing data is available for this year.$36.2$0.00$36.2$3.72$3.21$0.51
2016Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$2.97$2.80$0.18