Civic Intelligence

Mizell Senior Center Endowment Fund

990 • Fiscal year 2016 • EIN 33-0696687

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 01, 2017

Organization Profilewww.mizell.org
480 S Sunrise WayPalm Springs, CA 92262

(760) 323-5689

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.83x

Higher debt load relative to revenue than 83% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

1st percentile

-490%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

62nd percentile

$86,499

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 269.1% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

8th percentile

-15%

Faster asset growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,262,612

Down $228,537 (-15%) from 2015

Net Assets

Down

$1,235,926

Down $229,439 (-16%) from 2015

Liabilities

Up

$26,686

Up $902 (+3.5%) from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin1st percentile

Revenue

Down

$32,141

Down $6,073 (-16%) from 2015

Expenses

Up

$189,475

Up $101,177 (+115%) from 2015

Net Income

Down

-$157,334

Down $107,250 (-214%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,289,201Liabilities 2010: $0Net Assets 2010: $1,289,2012010Assets 2011: $1,400,118Liabilities 2011: $0Net Assets 2011: $1,400,1182011Assets 2012: $1,308,448Liabilities 2012: $0Net Assets 2012: $1,308,4482012Assets 2015: $1,491,149Liabilities 2015: $25,784Net Assets 2015: $1,465,3652015Assets 2016: $1,262,612Liabilities 2016: $26,686Net Assets 2016: $1,235,9262016Assets 2017: $1,363,713Liabilities 2017: $63,064Net Assets 2017: $1,300,6492017Assets 2018: $1,320,060Liabilities 2018: $58,942Net Assets 2018: $1,261,1182018Assets 2019: $1,234,062Liabilities 2019: $59,175Net Assets 2019: $1,174,8872019Assets 2020: $1,158,935Liabilities 2020: $46,646Net Assets 2020: $1,112,2892020Assets 2021: $1,309,038Liabilities 2021: $26,856Net Assets 2021: $1,282,1822021Assets 2022: $1,133,573Liabilities 2022: $26,619Net Assets 2022: $1,106,9542022Assets 2023: $1,167,165Liabilities 2023: $25,124Net Assets 2023: $1,142,0412023Assets 2024: $1,228,948Liabilities 2024: $17,035Net Assets 2024: $1,211,9132024Assets 2025: $1,182,261Liabilities 2025: $29,583Net Assets 2025: $1,152,6782025

Highlighted filing

2016

Assets$1,262,612
Liabilities$26,686
Net Assets$1,235,926
Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $88,2032010Expenses 2011: $150,6412011Expenses 2012: $84,1262012Revenue 2015: $38,214Expenses 2015: $88,298Net Income 2015: -$50,0842015Revenue 2016: $32,141Expenses 2016: $189,475Net Income 2016: -$157,3342016Revenue 2017: $25,905Expenses 2017: $121,842Net Income 2017: -$95,9372017Revenue 2018: $28,633Expenses 2018: $136,981Net Income 2018: -$108,3482018Revenue 2019: $31,941Expenses 2019: $125,625Net Income 2019: -$93,6842019Revenue 2020: $19,784Expenses 2020: $51,507Net Income 2020: -$31,7232020Revenue 2021: $26,103Expenses 2021: $18,623Net Income 2021: $7,4802021Revenue 2022: $44,211Expenses 2022: $15,118Net Income 2022: $29,0932022Revenue 2023: $26,217Expenses 2023: $15,773Net Income 2023: $10,4442023Revenue 2024: $33,641Expenses 2024: $12,069Net Income 2024: $21,5722024Revenue 2025: $49,846Expenses 2025: $200,395Net Income 2025: -$150,5492025

Highlighted filing

2016

Revenue$32,141
Expenses$189,475
Net Income-$157,334
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 1, 2017
Return Version
2015v3.0
Gross Receipts
$32,141
Mission and Program Overview

Mission

The mizell senior center endowment fund was organized to fund charitable services for seniors in the palm springs area through the mizell center (an affiliated 501(c)(3) organization).

The mizell senior center endowment fund was organized to fund charitable services for seniors in the palm springs area through the mizell senior center of palm springs (an affiliated 501(c)(3) organization).

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$12,478$13,993▲ $1,515
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,491,149$1,262,612▼ $228,537
Other Assets Total$1,478,671$1,248,619▼ $230,052
Liabilities
Other Liabilities$25,784$26,686▲ $902
Total Liabilities$25,784$26,686▲ $902
Net Assets / Fund Balance
Unrestricted Net Assets$1,437,320$1,207,881▼ $229,439
Temporarily Rstr Net Assets$28,045$28,045→ $0
Total Net Assets Fund Balance$1,465,365$1,235,926▼ $229,439
Total Liabilities and Net Assets / Fund Balance$1,491,149$1,262,612▼ $228,537

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,200,139--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,465,236-▼ $41,246-$1,238,185
2014$1,576,130-▼ $25,786-$1,465,236
2013$1,403,779$13,860▲ $243,717$870$1,576,130
2012$1,308,448$18,085▲ $165,633$4,663$1,403,779
2011$1,400,118$1,200▼ $8,699$45$1,308,448
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleOtherTotal
Ginny FoatExecutive Director$86,499$86,499
Peter CrusoeDirector finance$52,702$52,702

Board Members and Trustees

NameTitle
Brian Wachs CPAPresident
Robert FeyVice President
Kathy HallockDirector
Rick PetersonDirector
Craig BorbaSec/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$59
Program Service Revenue
$0
Investment Income
$30,632
Other Revenue
$1,450
All Other Contributions
$59
Change in Net Assets
$-157,334
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$171,737
Other Expenses$17,738
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$171,737--$171,737
Fees for Services Other-$3,670-$3,670
Other Expenses-$420-$420
Total Functional Expenses$171,737$17,738$0$189,475
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
MIZELL Snr Ctr - Palm Spgs CAPalm Springs, CA501(c)(3)Fund svcs for Palm Springs Seniors$171,737
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,450
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gift annuity payable$26,686
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is provided to the executive director and the treasurer for review.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are available upon written request.”

Filing and Contact Details

Filer

Filer Name
Mizell Senior Center Endowment Fund
EIN
33-0696687
Phone
7603235689
Address
480 S Sunrise Way, Palm Springs, CA 92262

Signing Officer

Name
Ginny Foat
Title
Executive Director
Signed
2017-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ginny Foat
Formed
1995
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Lund & Guttry LLP
Address
36917 Cook Street Ste 102, Palm Desert, CA 92211
Preparer
Gary W Dack
Phone
7605682242
Raw XML AppendixShowing 400 of 485 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MIZELL SENIOR CENTER ENDOWMENT FUND WAS ORGANIZED TO FUND CHARITABLE SERVICES FOR SENIORS IN THE PALM SPRINGS AREA THROUGH THE MIZELL SENIOR CENTER OF PALM SPRINGS (AN AFFILIATED 501(C)(3) ORGANIZATION).
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt059
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0GINNY FOAT
IRS990/BooksInCareOfDetail/PhoneNum07603235689
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0480 S SUNRISE WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0PALM SPRINGS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092262
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt059
IRS990/CYGrantsAndSimilarPaidAmt0171737
IRS990/CYInvestmentIncomeAmt030632
IRS990/CYOtherExpensesAmt017738
IRS990/CYOtherRevenueAmt01450
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-157334
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0189475
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt032141
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0SENIOR SERVICES:TO FUND SENIOR SERVICES AND ACTIVITIES THROUGH THE MIZELL SENIOR CENTER OF PALM SPRINGS (AN AFFILIATED 501(C)(3) ORGANIZATION). PROGRAMS SUPPORTED BY MIZELL SENIOR CENTER INCLUDE MEALS ON WHEELS, CONGREGATE LUNCHES, BRIDGE, AND OTHER SENIOR ACTIVITIES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0171737
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03670
IRS990/FeesForServicesOtherGrp/TotalAmt03670
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt69220
IRS990/Form990PartVIISectionAGrp/PersonNm0Brian Wachs CPA
IRS990/Form990PartVIISectionAGrp/PersonNm1Robert Fey
IRS990/Form990PartVIISectionAGrp/PersonNm2Craig Borba
IRS990/Form990PartVIISectionAGrp/PersonNm3Kathy Hallock
IRS990/Form990PartVIISectionAGrp/PersonNm4Rick Peterson
IRS990/Form990PartVIISectionAGrp/PersonNm5Ginny Foat
IRS990/Form990PartVIISectionAGrp/PersonNm6Peter Crusoe
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt586499
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt643482
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Sec/Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt6Dir finance
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingGrossIncomeAmt01450
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0171737
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0171737
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt032141
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt030632
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030632
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MIZELL SENIOR CENTER ENDOWMENT FUND WAS ORGANIZED TO FUND CHARITABLE SERVICES FOR SENIORS IN THE PALM SPRINGS AREA THROUGH THE MIZELL SENIOR CENTER OF PALM SPRINGS (AN AFFILIATED 501(C)(3) ORGANIZATION).
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01465365
IRS990/NetAssetsOrFundBalancesEOYAmt01235926
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01450
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-72105
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01478671
IRS990/OtherAssetsTotalGrp/EOYAmt01248619
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Adminstrative expenses
IRS990/OtherExpensesGrp/Desc1Distributions to beneficiaries
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013648
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1420
IRS990/OtherExpensesGrp/TotalAmt013648
IRS990/OtherExpensesGrp/TotalAmt1420
IRS990/OtherLiabilitiesGrp/BOYAmt025784
IRS990/OtherLiabilitiesGrp/EOYAmt026686
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Ginny Foat
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01807
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt068419
IRS990/PYInvestmentIncomeAmt034357
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt019879
IRS990/PYOtherRevenueAmt02050
IRS990/PYRevenuesLessExpensesAmt0-50084
IRS990/PYTotalExpensesAmt088298
IRS990/PYTotalRevenueAmt038214
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-157334
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012478
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013993
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The organization provides funds for Senior services and activities through the Mizell Senior Center of Palm Springs (an affiliated 501(c)(3) organization). Programs supported by Mizell Senior Center include meals on wheels, congregate lunches, bridge, and other senior activities.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0953464835
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0171737
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Mizell Senior Ctr of Palm Springs
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0171737
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.97000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt014068
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01465236
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01238185
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0171737
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-41246
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt016689
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01576130
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01465236
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt068419
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-25786
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt019676
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01403779
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt013860
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01576130
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt064680
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0243717
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0870
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt021188
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01308448
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt018085
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01403779
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt062536
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0165633
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt04663
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt020500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01400118
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01200
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01308448
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt063626
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8699
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt045
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt010434
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt111690
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt226356
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt31200139
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Pooled income fund
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RCH - Gift Annuity Hutchison
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RCH Gift Annuity Wachs
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3Riverside Community Foundation
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt026686
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Gift annuity payable
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.03000
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01248619
IRS990ScheduleD/TotalLiabilityAmt026686
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0171737
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Fund svcs for Palm Springs Seniors
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MIZELL Snr Ctr - Palm Spgs CA
IRS990ScheduleI/RecipientTable/RecipientEIN0953464835
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0480 S SUNRISE WAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PALM SPRINGS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092262
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR AND THE TREASURER FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MIZELL SENIOR CTR OF PALM SPRINGS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0953464835
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDING SENIOR SERVICES AND ACTIVITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0480 S SUNRISE WAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PALM SPRINGS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092262
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0171737

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,262,612
Liabilities
$26,686
Net assets
$1,235,926
Revenue
$32,141
Expenses
$189,475
Net income
-$157,334
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.03$1.15$0.05$0.20$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.02$1.21$0.03$0.01$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.03$1.14$0.03$0.02$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.03$1.11$0.04$0.02$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.03$1.28$0.03$0.02$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.05$1.11$0.02$0.05$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.06$1.17$0.03$0.13$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.06$1.26$0.03$0.14$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.06$1.30$0.03$0.12$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.03$1.24$0.03$0.19$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.03$1.47$0.04$0.09$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.00$1.31$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.00$1.40$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.00$1.29$0.09