Civic Intelligence

Tarsadia Foundation

990PF • Fiscal year 2018 • EIN 33-0879062

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 04, 2019

Organization Profile
520 Newport Center Drive 21st FloorNewport Beach, CA 92660

(949) 610-8038

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

12th percentile

0.02x

Higher debt load relative to revenue than 12% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

24th percentile

$213,800

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2018 filings • $100M-$250M nonprofits • Source year 2018

Asset Growth

98th percentile

90%

Faster asset growth than 98% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

205%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$218,907,941

Up $103,710,515 (+90%) from 2017

Net Assets

Up

$216,453,765

Up $101,256,339 (+88%) from 2017

Liabilities

Up

$2,454,176

Up $2,454,176 from 2017

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin98th percentile

Revenue

Up

$106,320,330

Up $71,512,598 (+205%) from 2017

Expenses

Up

$9,298,420

Up $3,925,721 (+73%) from 2017

Net Income

Up

$97,021,910

Up $67,586,877 (+230%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$400M$300M$200M$100M$0Assets 2013: $54,876,547Liabilities 2013: $13,665Net Assets 2013: $54,862,8822013Assets 2014: $64,949,172Liabilities 2014: $3,952Net Assets 2014: $64,945,2202014Assets 2015: $66,017,927Liabilities 2015: $5,660Net Assets 2015: $66,012,2672015Assets 2016: $85,232,425Liabilities 2016: $0Net Assets 2016: $85,232,4252016Assets 2017: $115,197,426Liabilities 2017: $0Net Assets 2017: $115,197,4262017Assets 2018: $218,907,941Liabilities 2018: $2,454,176Net Assets 2018: $216,453,7652018Assets 2019: $232,925,292Liabilities 2019: $56,940Net Assets 2019: $232,868,3522019Assets 2020: $213,139,820Liabilities 2020: $0Net Assets 2020: $213,139,8202020Assets 2021: $313,453,446Liabilities 2021: $9,217,835Net Assets 2021: $304,235,6112021Assets 2022: $216,147,419Liabilities 2022: $12,946,575Net Assets 2022: $203,200,8442022Assets 2023: $200,860,544Liabilities 2023: $10,369,640Net Assets 2023: $190,490,9042023Assets 2024: $200,957,818Liabilities 2024: $7,189,873Net Assets 2024: $193,767,9452024

Highlighted filing

2018

Assets$218,907,941
Liabilities$2,454,176
Net Assets$216,453,765
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

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

$150M$100M$50M$0-$50MRevenue 2013: $21,249,531Expenses 2013: $2,923,883Net Income 2013: $18,325,6482013Revenue 2014: $14,005,695Expenses 2014: $4,169,726Net Income 2014: $9,835,9692014Revenue 2015: $7,392,906Expenses 2015: $6,403,369Net Income 2015: $989,5372015Revenue 2016: $23,496,592Expenses 2016: $5,296,381Net Income 2016: $18,200,2112016Revenue 2017: $34,807,732Expenses 2017: $5,372,699Net Income 2017: $29,435,0332017Revenue 2018: $106,320,330Expenses 2018: $9,298,420Net Income 2018: $97,021,9102018Revenue 2019: $19,460,547Expenses 2019: $13,213,552Net Income 2019: $6,246,9952019Revenue 2020: -$6,836,462Expenses 2020: $13,464,152Net Income 2020: -$20,300,6142020Revenue 2021: $52,099,539Expenses 2021: $24,550,008Net Income 2021: $27,549,5312021Revenue 2022: -$550,200Expenses 2022: $20,457,976Net Income 2022: -$21,008,1762022Revenue 2023: $5,256,210Expenses 2023: $11,492,770Net Income 2023: -$6,236,5602023Revenue 2024: $5,311,525Expenses 2024: $10,021,493Net Income 2024: -$4,709,9682024

Highlighted filing

2018

Revenue$106,320,330
Expenses$9,298,420
Net Income$97,021,910
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHIRISH DAYALDirectorPT$213,800-$213,800
MAYA PATELPresidentPT$50,000-$50,000
BU PATELChairmanPT$0--
TUSHAR PATELCFO & Secretary-$0--
GAUTAM PATELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Tarsadia Foundation
EIN
33-0879062
Phone
9496108038
Address
520 NEWPORT CENTER DRIVE 21ST FLOOR, NEWPORT BEACH, CA 92660

Signing Officer

Name
Shirish Dayal
Title
President
Phone
9496108038
Signed
2019-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Hbla Certified Public Accountants Inc
Address
19600 FAIRCHILD 320, IRVINE, CA 92612
Preparer
Jonathan P Schubert CPA
Phone
9498332815
Raw XML AppendixShowing 400 of 1,407 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-17157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-24077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-148453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16306672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0190086504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18404298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt249962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3286448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt575000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7101391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8285688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91627779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10600726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116047850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121229970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13550905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt143175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15402327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16306672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0TD AMERITRADE NONCOVERED SHORT-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1TD AMERITRADE NONCOVERED LONG-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GOLDMAN SACHS 41745 COVERED SHORT-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GOLDMAN SACHS 41745 COVERED LONG-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GOLDMAN SACHS 41745 NONCOVERED LONG-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GOLDMAN SACHS 41745 ORDINARY GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6GOLDMAN SACHS 41747 COVERED SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7GOLDMAN SACHS 41747 COVERED LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8GOLDMAN SACHS 41755 COVERED LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9JP MORGAN 8000 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10JP MORGAN 8000 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11JP MORGAN 1002 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12JP MORGAN 1002 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13FIDELITY SHORT-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14FIDELITY LONG-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15FIDELITY OPTION TRANSACTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07557149
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt097021910
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04234429
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0216453765
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0115197426
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0216453765
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06383504
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06383504
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06383504
IRS990PF/DistributableAmountGrp/IncomeTaxAmt011949
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06617702
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0222249
IRS990PF/DistributableAmountGrp/TotalTaxAmt0234198
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt033404
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0347
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt056000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0200000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0222249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt033404
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0222249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0222249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0256000
IRS990PF/FMVAssetsEOYAmt0216997426
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02669
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt041883
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-220006
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-220006
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt060488390
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0116848599
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0113889540
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt09928
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt029010
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt065069
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01113613
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt011909686
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt014299407
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt014299407
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02451507
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0850000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0850000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0850000
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt042618529
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt087064872
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt087064872
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0115197426
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0218907941
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0216997426
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02454176
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0115197426
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0218907941
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0115197426
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0216453765
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0115197426
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0216453765
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0134369584
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt015770216
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0104299961
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02015544
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt014299407
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06617702
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0132354040
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0134369584
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt232.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt330.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2213800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt350000
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/PersonNm0BU PATEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TUSHAR PATEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SHIRISH DAYAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MAYA PATEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4GAUTAM PATEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO & SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0520 NEWPORT CENTER DR 21ST FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1520 NEWPORT CENTER DR 21ST FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2520 NEWPORT CENTER DR 21ST FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3520 NEWPORT CENTER DR 21ST FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4277 WEST 4TH STREET APT 2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd392660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd410014
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt09435122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt09546247
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05025298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05019351
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt06140904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04076452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02726647
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.071287
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.071724
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.093099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.069074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.068429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0111125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0132354040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt092872236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt069981021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt065961260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt059015488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt039846276
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt08728540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.356436
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt08728540
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt08728540
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt08728540
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$218,907,941
Liabilities
$2,454,176
Net assets
$216,453,765
Revenue
$106,320,330
Expenses
$9,298,420
Net income
$97,021,910
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$201$7.19$194$5.31$10.0$4.71
2023Detailed filing. Detailed filing data is available for this year.$201$10.4$190$5.26$11.5$6.24
2022Detailed filing. Detailed filing data is available for this year.$216$12.9$203$0.55$20.5$21.0
2021Detailed filing. Detailed filing data is available for this year.$313$9.22$304$52.1$24.6$27.5
2020Detailed filing. Detailed filing data is available for this year.$213$0.00$213$6.84$13.5$20.3
2019Detailed filing. Detailed filing data is available for this year.$233$0.06$233$19.5$13.2$6.25
2018Detailed filing. Detailed filing data is available for this year.$219$2.45$216$106$9.30$97.0
2017Detailed filing. Detailed filing data is available for this year.$115$0.00$115$34.8$5.37$29.4
2016Detailed filing. Detailed filing data is available for this year.$85.2$0.00$85.2$23.5$5.30$18.2
2015Detailed filing. Detailed filing data is available for this year.$66.0$0.01$66.0$7.39$6.40$0.99
2014Detailed filing. Detailed filing data is available for this year.$64.9$0.00$64.9$14.0$4.17$9.84
2013Detailed filing. Detailed filing data is available for this year.$54.9$0.01$54.9$21.2$2.92$18.3