Civic Intelligence

Banta Family Foundation

EIN 36-4141026 • Los Angeles, CA

445 South Figueroa Suite 3250Los Angeles, CA 90071
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-2941%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2016

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

766%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $522,620 (-100%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$0

Down $522,620 (-100%) from 2015

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Up

$17,737

Up $15,689 (+766%) from 2015

Expenses

Up

$539,345

Up $322,401 (+149%) from 2015

Net Income

Down

-$521,608

Down $306,712 (-143%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $1,013,440Liabilities 2010: $0Net Assets 2010: $1,013,4402010Assets 2011: $740,619Liabilities 2011: $0Net Assets 2011: $740,6192011Assets 2012: $935,672Liabilities 2012: $0Net Assets 2012: $935,6722012Assets 2013: $804,856Liabilities 2013: $0Net Assets 2013: $804,8562013Assets 2014: $737,516Liabilities 2014: $0Net Assets 2014: $737,5162014Assets 2015: $522,620Liabilities 2015: $0Net Assets 2015: $522,6202015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $434,6812010Expenses 2011: $525,1552011Expenses 2012: $469,1542012Revenue 2013: $226,163Expenses 2013: $356,979Net Income 2013: -$130,8162013Revenue 2014: $21,624Expenses 2014: $88,935Net Income 2014: -$67,3112014Revenue 2015: $2,048Expenses 2015: $216,944Net Income 2015: -$214,8962015Revenue 2016: $17,737Expenses 2016: $539,345Net Income 2016: -$521,6082016

Highlighted filing

2016

Revenue$17,737
Expenses$539,345
Net Income-$521,608
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$17,737
Expenses
$539,345
Net income
-$521,608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.54$0.52
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.00$0.22$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.02$0.09$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.23$0.36$0.13
2012Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.47
2011Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.53
2010Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Jul 31, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERLE H BANTAPres/Treas-$0--
JUNE M BANTAVP/Secretary-$0--
BRENDA BANTA WILLIAMSDirector-$0--
BERTON M BANTADirector-$0--
BRADFORD C BANTADirector-$0--
Filing and Contact Details

Filer

Filer Name
Banta Family Foundation
EIN
36-4141026
Address
445 SOUTH FIGUEROA SUITE 3250, LOS ANGELES, CA 90071

Signing Officer

Name
Merle H Banta
Title
Pres/treas
Phone
3129446158
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Aspiriant LLC
Address
11100 SANTA MONICA BLVD STE 600, LOS ANGELES, CA 90025-3392
Preparer
Raymond Edwards
Phone
3108064000
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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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0605664
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0801122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01062288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0774800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01156094
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.819302
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0538001
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0538148
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0147
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1485130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HUNTINGTON LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CALIFORNIA COMMUNITY FDTN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01151 OXFORD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1221 S FIGUEROA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN MARINO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190012
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0535130
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0182183
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt043302
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0295593
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0424062
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0454777
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01469689
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0524549
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0182183
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt043302
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0295593
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0424062
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0538148
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0524549
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01924466
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01399917
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02950
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02950
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01012
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN/LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt068
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt068
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0948
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0948
TaxesSchedule/TaxesDetail/Amt087
TaxesSchedule/TaxesDetail/Amt1162
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt12015 FED TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt087
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MERLE H BANTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum03129446158
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BANTA FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BANT
ReturnHeader/Filer/EIN0364141026
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ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090071
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261518255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ASPIRIANT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011100 SANTA MONICA BLVD STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900253392
ReturnHeader/PreparerPersonGrp/PhoneNum03108064000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND EDWARDS
ReturnHeader/ReturnTs02016-11-15T15:21:25-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

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