Civic Intelligence

Kenjohn and Jacqueline Wang Foundation

990PF • Fiscal year 2017 • EIN 46-1836528

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile
5325 E Pacific Coast HighwayLong Beach, CA 90804

(562) 597-3285

Siviq Scores

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

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.11x

Higher debt load relative to revenue than 57% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

52nd percentile

4.4%

Higher net margin than 52% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

42nd percentile

0.6%

Faster asset growth than 42% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

41%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$3,025,241

Up $58,707 (+2.0%) from 2015

Net Assets

Up

$2,991,443

Up $53,868 (+1.8%) from 2015

Liabilities

Up

$33,798

Up $4,839 (+17%) from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin52nd percentile

Revenue

Up

$319,457

Up $116,631 (+58%) from 2015

Expenses

Up

$305,507

Up $137,420 (+82%) from 2015

Net Income

Down

$13,950

Down $20,789 (-60%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,950,903Liabilities 2012: $18,8142012Assets 2013: $2,929,828Liabilities 2013: $18,1392013Assets 2014: $2,919,070Liabilities 2014: $16,2342014Assets 2015: $2,966,534Liabilities 2015: $28,959Net Assets 2015: $2,937,5752015Assets 2017: $3,025,241Liabilities 2017: $33,798Net Assets 2017: $2,991,4432017Assets 2018: $2,986,391Liabilities 2018: $33,906Net Assets 2018: $2,952,4852018Assets 2019: $2,718,084Liabilities 2019: $33,909Net Assets 2019: $2,684,1752019Assets 2020: $2,575,683Liabilities 2020: $33,006Net Assets 2020: $2,542,6772020Assets 2021: $2,737,697Liabilities 2021: $3,790Net Assets 2021: $2,733,9072021Assets 2022: $2,561,763Liabilities 2022: $0Net Assets 2022: $2,561,7632022Assets 2023: $2,447,500Liabilities 2023: $12023Assets 2024: $2,562,303Liabilities 2024: $4,775Net Assets 2024: $2,557,5282024

Highlighted filing

2017

Assets$3,025,241
Liabilities$33,798
Net Assets$2,991,443
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $3,050,019Expenses 2012: $117,930Net Income 2012: $2,932,0892012Revenue 2013: $99,151Expenses 2013: $119,551Net Income 2013: -$20,4002013Revenue 2014: $198,479Expenses 2014: $200,962Net Income 2014: -$2,4832014Revenue 2015: $202,826Expenses 2015: $168,087Net Income 2015: $34,7392015Revenue 2017: $319,457Expenses 2017: $305,507Net Income 2017: $13,9502017Revenue 2018: $177,615Expenses 2018: $216,573Net Income 2018: -$38,9582018Revenue 2019: $143,806Expenses 2019: $412,116Net Income 2019: -$268,3102019Revenue 2020: $176,639Expenses 2020: $318,137Net Income 2020: -$141,4982020Revenue 2021: $307,860Expenses 2021: $116,630Net Income 2021: $191,2302021Revenue 2022: $50,715Expenses 2022: $222,859Net Income 2022: -$172,1442022Revenue 2023: $180,397Expenses 2023: $294,660Net Income 2023: -$114,2632023Revenue 2024: $353,657Expenses 2024: $243,629Net Income 2024: $110,0282024

Highlighted filing

2017

Revenue$319,457
Expenses$305,507
Net Income$13,950
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN C WANGCo-Trustee-$0--
KENNETH WANGCo-Trustee-$0--
MICHAEL WANGCo-Trustee-$0--
SEI-MEI WANGCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Kenjohn and Jacqueline Wang Foundation
EIN
46-1836528
Phone
5625973285
Address
5325 E PACIFIC COAST HIGHWAY, LONG BEACH, CA 90804

Signing Officer

Name
John Wang
Title
Trustee
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Goodrich Thomas Cannon & Reeds Llp
Address
3200 PARK CENTER DR STE 1170, COSTA MESA, CA 92626-7153
Preparer
Robert B Goodrich
Phone
7145460755
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOUNDATION RECEIVED A 2017 SCHEDULE K-1 FROM TARGA RESOURCES PARTNERS LP, EIN #65-1295427, SHOWING REPORTABLE GUARANTEED PAYMENTS OF $3,375. THIS SCHEDULE K-1 TO THE FOUNDATION WAS GENERATED IN ERROR. THE FOUNDATION SOLD IT'S SHARES IN TARGA IN AUGUST OF 2016, AND NO GUARANTEED PAYMENTS HAVE BEEN RECEIVED SINCE THEN. HENCE, THE $3,375 OF INCOME IS NOT REPORTABLE BY THE FOUNDATION IN 2017.
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02764
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02862
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01814
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04465
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0289015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013793
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0305507
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0319457
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0319457
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09265
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013793
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt025757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0868763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt140001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2298805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3378763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt430000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-17548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt257568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3173153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt535403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-17548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt257568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3173153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0851215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt143908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2356373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3551916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt432519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO S/T PUBLICLY TRADED SECURITIES (COVERED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WELLS FARGO S/T PUBICLY TRADED SEC (NONCOVERED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2WELLS FARGO L/T PUBLICLY TRADED SECURITIES (COVERED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WELLS FARGO L/T PUBLICLY TRADED SEC (NONCOVERED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4$30,000 PLAINS ALL AMER PIPELINE NOTE 8.750%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0255002
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt013950
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02991443
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02977493
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02991443
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0175319
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0175319
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0175319
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0178376
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03057
IRS990PF/DistributableAmountGrp/TotalTaxAmt03057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03487
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02544
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03487
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06544
IRS990PF/FMVAssetsEOYAmt03663816
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt016224
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt016224
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01001
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt02743
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01001
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01001
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt078280
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt076720
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt076720
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0354992
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0591757
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0581909
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01180599
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01268691
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01766853
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt012776
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt017556
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01387379
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01084572
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01234833
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt018
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYFMVAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03006493
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03025241
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03663816
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt029000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt033798
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03006493
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03025241
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02977493
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02991443
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt02977493
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02991443
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03621845
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt072466
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03549379
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt054328
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0178376
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03567517
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03621845
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN C WANG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KENNETH WANG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHAEL WANG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SEI-MEI WANG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05325 E PACIFIC COAST HIGHWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15325 E PACIFIC COAST HIGHWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25325 E PACIFIC COAST HIGHWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt35325 E PACIFIC COAST HIGHWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LONG BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LONG BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LONG BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LONG BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090804
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190804
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290804
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd390804
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0158194
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0161251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0178207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0156857
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0183839
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0117025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0110797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.03555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03567517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03263170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03494124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03536923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03373952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03116782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0289015

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,025,241
Liabilities
$33,798
Net assets
$2,991,443
Revenue
$319,457
Expenses
$305,507
Net income
$13,950
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.35$0.24$0.11
2023Summary only. Only limited summary data is available for this year.$2.45$0.00$0.18$0.29$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.05$0.22$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.00$2.73$0.31$0.12$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.58$0.03$2.54$0.18$0.32$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.03$2.68$0.14$0.41$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.03$2.95$0.18$0.22$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.03$0.03$2.99$0.32$0.31$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.97$0.03$2.94$0.20$0.17$0.03
2014Summary only. Only limited summary data is available for this year.$2.92$0.02$0.20$0.20$0.00
2013Summary only. Only limited summary data is available for this year.$2.93$0.02$0.10$0.12$0.02
2012Summary only. Only limited summary data is available for this year.$2.95$0.02$3.05$0.12$2.93