Civic Intelligence

Lamb Foundation

990PF • Fiscal year 2018 • EIN 27-3770115

Jan 01, 2018 to Dec 31, 2018 • Filed on May 21, 2019

Organization Profile
14724 Proctor AveCity Of Industry, CA 91746

(626) 369-5085

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

94th percentile

71%

Higher net margin than 94% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

80th percentile

14%

Faster asset growth than 80% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

55th percentile

5.9%

Faster revenue growth than 55% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,478,453

Up $437,688 (+14%) from 2017

Net Assets

Up

$3,478,453

Up $437,688 (+14%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin94th percentile

Revenue

Up

$613,021

Up $34,135 (+5.9%) from 2017

Expenses

Up

$175,333

Up $62,871 (+56%) from 2017

Net Income

Down

$437,688

Down $28,736 (-6.2%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $1,202,460Liabilities 2013: $0Net Assets 2013: $1,202,4602013Assets 2014: $1,715,757Liabilities 2014: $0Net Assets 2014: $1,715,7572014Assets 2015: $2,165,870Liabilities 2015: $0Net Assets 2015: $2,165,8702015Assets 2016: $2,574,341Liabilities 2016: $0Net Assets 2016: $2,574,3412016Assets 2017: $3,040,765Liabilities 2017: $0Net Assets 2017: $3,040,7652017Assets 2018: $3,478,453Liabilities 2018: $0Net Assets 2018: $3,478,4532018Assets 2019: $3,876,465Liabilities 2019: $0Net Assets 2019: $3,876,4652019Assets 2020: $4,085,018Liabilities 2020: $0Net Assets 2020: $4,085,0182020Assets 2021: $4,321,443Liabilities 2021: $0Net Assets 2021: $4,321,4432021Assets 2022: $4,642,779Liabilities 2022: $0Net Assets 2022: $4,642,7792022Assets 2024: $4,443,775Liabilities 2024: $0Net Assets 2024: $4,443,7752024

Highlighted filing

2018

Assets$3,478,453
Liabilities$0
Net Assets$3,478,453
Open 2018 Filing

Operations Trend

Revenue Growth55th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2013: $425,825Expenses 2013: $43,504Net Income 2013: $382,3212013Revenue 2014: $550,586Expenses 2014: $37,289Net Income 2014: $513,2972014Revenue 2015: $500,799Expenses 2015: $50,686Net Income 2015: $450,1132015Revenue 2016: $500,690Expenses 2016: $91,119Net Income 2016: $409,5712016Revenue 2017: $578,886Expenses 2017: $112,462Net Income 2017: $466,4242017Revenue 2018: $613,021Expenses 2018: $175,333Net Income 2018: $437,6882018Revenue 2019: $566,681Expenses 2019: $168,669Net Income 2019: $398,0122019Revenue 2020: $396,346Expenses 2020: $193,166Net Income 2020: $203,1802020Revenue 2021: $466,041Expenses 2021: $231,976Net Income 2021: $234,0652021Revenue 2022: $565,181Expenses 2022: $254,429Net Income 2022: $310,7522022Revenue 2024: $252,132Expenses 2024: $300,529Net Income 2024: -$48,3972024

Highlighted filing

2018

Revenue$613,021
Expenses$175,333
Net Income$437,688
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 21, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE BORTZPresident/Board MemberPT$0--
JOHN STIEFELBoard MemberPT$0--
RICHARD REISINBoard MemberPT$0--
MICHAEL BORTZVice PresidentPT$0--
MARCIE HEMMELSTEINSecretary/TreasuryPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN FRIENDS OF SHALVATO PROVIDE QUALITY CARE FOR CHILDREN WITH DISABILITIES (IN ISRAEL) WHILE EMPOWERING THEIR FAMILIES, AND PROMOTING SOCIAL CHANGE.PCNEW YORK, NY, US$60,000
Paid GrantBOYS & GIRLS CLUBS OF AMERICATO SUPPORT THE GROWTH AND DEVELOPMENT OF YOUTH.PCATLANTA, GA, US$18,000
Paid GrantBRAIN RESEARCH FOUNDATIONTO SUPPORT EARLY STAGE BRAIN RESEARCH.PCCHICAGO, IL, US$15,000
Paid GrantDOCTORS WITHOUT BORDERSTO SUPPORT MEDICAL TEAMS THAT SAVE LIVES AROUND THE WORLDPCHAGERSTOWN, MD, US$12,000
Paid GrantASSOCIATION FOR THE STUDY OF THE MIDDLE EAST AND AFRICATO PROMOTE RESEARCH AND TEACHING IN MIDDLE EASTERN AND AFRICAN STUDIESPCWASHINGTON, DC, US$10,000
Paid GrantCITY OF HOPETO PROVIDE OUTSTANDING CARE AND CONDUCT INNOVATIVE RESEARCH FOCUSED ON ELIMINATING CANCER AND OTHER SERIOUS ILLNESSES.PCDUARTE, CA, US$10,000
Paid GrantJEWISH NATIONAL FUNDTO HELP BUILD A HEALTHY AND SECURE ISRAEL AND ASSIST DROUGHT-RIDDEN AREAS OF THE WORLD.PCNEW YORK, NY, US$10,000
Paid GrantLOS ANGELES COUNTY COUNCIL INC BOY SCOUTS OF AMERICATO SUPPORT THE GROWTH AND DEVELOPMENT OF YOUTH.PCVAN NUYS, CA, US$10,000
Paid GrantMD ANDERSON CANCER CENTERTO SUPPORT CANCER RESEARCH AND PATIENT TREATMENTPCHOUSTON, TX, US$5,000
Paid GrantCALIFORNIA HIGHWAY PATROL 11-99 FOUNDATIONTO SUPPORT THE FALLEN OFFICER FUNDPCFULLERTON, CA, US$2,000
Paid GrantAMERICAN CANCER SOCIETYTO SAVE LIVES, CELEBRATE LIVES AND LEAD THE FIGHT FOR A WORLD WITHOUT CANCER.PCATLANTA, GA, US$1,009
Paid GrantCHILDRENS HOSPITAL LOS ANGELESTO CREATE HOPE AND BUILD HEALTHIER FUTURES.PCLOS ANGELES, CA, US$1,000
Paid GrantDAUGHTERS OF THE NILE FOUNDATIONTO SUPPORT SHRINERS HOSPITAL FOR CHILDRENPCAUSTIN, TX, US$1,000
Paid GrantKEATON'S CHILD CANCER ALLIANCETO SUPPORT CANCER RESEARCH AND PATIENT CARE.PCROSEVILLE, CA, US$1,000
Paid GrantOPERATION BBQ RELIEFTO PROVIDE SUPPORT TO THOSE AFFECTED BY DISASTERS ACROSS THE US.PCPLEASANT HILL, MO, US$1,000
Paid GrantPANCREATIC CANCER ACTION NETWORK INCTO SUPPORT CANCER RESEARCH AND PATIENT CARE.PCMANHATTAN BEACH, CA, US$1,000
Paid GrantPEO SISTERHOOD INTERNATIONAL CHAPTERTO SUPPORT THE ADVANCEMENT OF WOMEN.PCDES MOINES, IA, US$1,000
Paid GrantPLACER FOOD BANKTO PROVIDE A COORDINATED SYSTEM FOR THE COLLECTION AND DISTRIBUTION OF FOOD TO PARTICIPATING FEEDING AGENCIESPCROSEHILL, CA, US$1,000
Paid GrantSIGNATURE HEALTHCARESUPPORT MEDICAL, EDUCATION, SCIENTIFIC AND CHARITABLE PURPOSE OF BROCKTON HOSPITALPCBROCKTON, MA, US$1,000
Paid GrantTHE ROBERT URICH FOUNDATIONTO SUPPORT CANCER RESEARCH AND PATIENT CARE.PCWOODLAND HILLS, CA, US$1,000
Paid GrantDOWNEY FAMILY YMCATO SUPPORT YMCA OPERATIONSPCDOWNEY, CA, US$500
Paid GrantGUIDE DOGS OF AMERICAEMPOWERS PEOPLE WHO ARE BLIND AND VISUALLY IMPAIRED TO LIVE WITH INCREASED CONFIDENCEPCSLYMAR, CA, US$500
Paid GrantWILDLIFE WAYSTATIONTO PROVIDE RESUCE AND CARE FOR WILD AND EXOTIC ANIMALS.PCANGELES NATIONAL FORES, CA, US$500
Paid GrantMARINE TOYS FOR TOTS FOUNDATIONASSIST US MARINE CORPS IN PROVIDING A TANGIBLE SIGN OF HOPE TO ECONOMICALLY DISADVANTAGED CHILDREN AT CHRISTMAS.PCTRIANGLE, VA, US$250
Paid GrantTHE 100 CLUBTO SUPPORT DEPENDENTS OF LAW ENFORCEMENT AND FIREFIGHTING HEROES WHO HAVE DIED IN THE LINE OF DUTY.PCHOUSTON, TX, US$100
Filing and Contact Details

Filer

Filer Name
Lamb Foundation
EIN
27-3770115
Phone
6263695085
Address
14724 PROCTOR AVE, CITY OF INDUSTRY, CA 91746

Signing Officer

Name
Leslie Bortz
Title
President
Phone
6263695085
Signed
2019-05-21
Discuss with paid preparer
Yes

Preparer

Firm
Ostrow Reisin Berk & Abrams Ltd
Address
455 N CITYFRONT PLAZA DR SUITE 1500, CHICAGO, IL 60611
Preparer
Mark Thomson
Phone
3126707444
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0163859
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0163859
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0576000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt054981
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt054981
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0437688
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01764517
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0868
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0868
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-17960
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt047322
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06279
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06279
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01482
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0166192
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07659
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0175333
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt054981
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0613021
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02333
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07659
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01782477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-17960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-17960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01764517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-17960
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0437688
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03478453
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03040765
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03478453
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0157854
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0157854
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0157854
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0158327
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0473
IRS990PF/DistributableAmountGrp/TotalTaxAmt0473
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0207
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0473
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0207
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0473
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0473
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0680
IRS990PF/FMVAssetsEOYAmt03401715
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02009263
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02524403
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02509569
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0785065
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0723161
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03040765
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03478453
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0842155
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0168985
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0168985
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03040765
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03478453
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03401715
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03040765
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03478453
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03040765
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03478453
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0189347
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03214755
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0505570
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02709185
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt048221
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0158327
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03166534
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03214755
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LESLIE BORTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN STIEFEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD REISIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHAEL BORTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MARCIE HEMMELSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY/TREASURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt014724 EAST PROCTOR AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1311 SOUTH WACKER SUITE 30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22500 W ARTHINGTON ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt325394 LA LOMA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42500 W ARTHINGTON ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CITY OF INDUSTRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LOS ALTOS HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091746
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260612
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd460612
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0113970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0114443
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0112435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt089633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt050672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt037275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt043488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.035992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.034680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.040136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.028315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.028793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.048037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03166534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03242078
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02233206
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01789590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01294590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0905304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0166192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.179961
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0165719
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0166192
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0473
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0166192
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/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LESLIE S BORTZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt014724 EAST PROCTOR AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CITY OF INDUSTRY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091746
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06263695085
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,478,453
Liabilities
$0
Net assets
$3,478,453
Revenue
$613,021
Expenses
$175,333
Net income
$437,688
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$0.00$4.44$0.25$0.30$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.64$0.00$4.64$0.57$0.25$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$0.00$4.32$0.47$0.23$0.23
2020Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.40$0.19$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.88$0.00$3.88$0.57$0.17$0.40
2018Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.61$0.18$0.44
2017Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.58$0.11$0.47
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.50$0.09$0.41
2015Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.50$0.05$0.45
2014Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.55$0.04$0.51
2013Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.43$0.04$0.38