Civic Intelligence

Rimon Foundation

990PF • Fiscal year 2020 • EIN 27-2903299

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

3011 Townsgate Rd 400Westlake Village, CA 91361

(310) 280-5000

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

13th percentile

-38%

Higher net margin than 13% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

44th percentile

3.1%

Faster asset growth than 44% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

29%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$10,425,073

Up $316,934 (+3.1%) from 2019

Net Assets

Up

$10,419,490

Up $317,503 (+3.1%) from 2019

Liabilities

Down

$5,583

Down $569 (-9.2%) from 2019

Revenue

Up

$1,847,059

Up $419,422 (+29%) from 2019

Expenses

Up

$2,541,858

Up $427,283 (+20%) from 2019

Net Income

Down

-$694,799

Down $7,861 (-1.1%) from 2019

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $188,309Liabilities 2011: $516Net Assets 2011: $187,7932011Assets 2012: $10,288,385Liabilities 2012: $18,480Net Assets 2012: $10,269,9052012Assets 2013: $11,289,851Liabilities 2013: $13,569Net Assets 2013: $11,276,2822013Assets 2019: $10,108,139Liabilities 2019: $6,152Net Assets 2019: $10,101,9872019Assets 2020: $10,425,073Liabilities 2020: $5,583Net Assets 2020: $10,419,4902020Assets 2021: $10,636,412Liabilities 2021: $10,008Net Assets 2021: $10,626,4042021Assets 2022: $6,960,999Liabilities 2022: $9,555Net Assets 2022: $6,951,4442022Assets 2023: $6,765,867Liabilities 2023: $15,953Net Assets 2023: $6,749,9142023Assets 2024: $6,205,258Liabilities 2024: $39,466Net Assets 2024: $6,165,7922024

Highlighted filing

2020

Assets$10,425,073
Liabilities$5,583
Net Assets$10,419,490

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $5162011Expenses 2012: $104,1812012Revenue 2013: $2,888,934Expenses 2013: $1,882,563Net Income 2013: $1,006,3712013Revenue 2019: $1,427,637Expenses 2019: $2,114,575Net Income 2019: -$686,9382019Revenue 2020: $1,847,059Expenses 2020: $2,541,858Net Income 2020: -$694,7992020Revenue 2021: $3,449,331Expenses 2021: $2,976,712Net Income 2021: $472,6192021Revenue 2022: $1,324,339Expenses 2022: $2,892,588Net Income 2022: -$1,568,2492022Revenue 2023: $1,771,804Expenses 2023: $2,150,287Net Income 2023: -$378,4832023Revenue 2024: $1,478,822Expenses 2024: $2,001,191Net Income 2024: -$522,3692024

Highlighted filing

2020

Revenue$1,847,059
Expenses$2,541,858
Net Income-$694,799
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EZRA KESTPresidentPT$0--
LAUREN KESTSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Rimon Foundation
EIN
27-2903299
In Care Of
% EZRA & LAUREN KEST
Phone
3102805000
Address
3011 TOWNSGATE RD 400, WESTLAKE VILLAGE, CA 91361

Signing Officer

Name
Lauren Kest
Title
Secretary
Phone
3102805000
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer
Greggory J Hutchins
Phone
8053748555
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd090067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EZRA KEST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAUREN KEST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05150 OVERLAND AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15150 OVERLAND AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CULVER CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CULVER CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02442890
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02442890
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02442890
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05150 OVERLAND AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CULVER CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090230
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1NV
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0EZRA & LAUREN KEST
IRS990PF/StatementsRegardingActyGrp/PhoneNum03102805000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0EZRA KEST
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LAUREN KEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PUBLIC SUPPORT OF ORGANIZATION MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEWISH COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06505 WILSHIRE BLVD SUITE 1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090048
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02425000
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/AppliedToCurrentYearAmt0431332
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0431332
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01577473
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0933225
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01072315
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01431597
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0801468
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0801468
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07026168
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02011558
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01577473
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0933225
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01072315
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01431597
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02442890
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02011558
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07827636
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05816078
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0KEST 2009 CHARITABLE LEAD ANNUITY T
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Ezra and Lauren Kest
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05150 OVERLAND AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt15150 OVERLAND AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CULVER CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CULVER CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090230
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd190230
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0780000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1703993
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0703993
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SEE ATTACHMENT B
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0110000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt13197
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PAINTING
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0110000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt13029
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0110000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt13029
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MEMBERSHIP DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2IEQ CAPITAL ACCESS FUND - BX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3- OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PRIME FINANCE SHORT DURATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5- OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8INTERACTIVE BROKERS PMNT IN LI
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9BANK CHANGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10IEQ CAPITAL ACCESS FUND - FP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11- OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12ENERGY TRANSFER LP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13NONDEDUCTIBLE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt049
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1344
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt249
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05765

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