Civic Intelligence

Dr S Jerome & Judith D Tamkin Foundation

990PF • Fiscal year 2020 • EIN 46-5211327

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

Organization Profile
3029 Wilshire Blvd Suite 200Santa Monica, CA 90403

(310) 479-2555

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

4th percentile

-226%

Higher net margin than 4% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

18th percentile

-6.0%

Faster asset growth than 18% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$811,757

Down $51,638 (-6.0%) from 2019

Net Assets

Down

$811,757

Down $51,638 (-6.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin4th percentile

Revenue

Down

$22,844

Down $1,217,333 (-98%) from 2019

Expenses

Up

$74,482

Up $71,410 (+2325%) from 2019

Net Income

Down

-$51,638

Down $1,288,743 (-104%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$40M$30M$20M$10M$0Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $863,395Liabilities 2019: $0Net Assets 2019: $863,3952019Assets 2020: $811,757Liabilities 2020: $0Net Assets 2020: $811,7572020Assets 2021: $755,658Liabilities 2021: $0Net Assets 2021: $755,6582021Assets 2022: $804,959Liabilities 2022: $0Net Assets 2022: $804,9592022Assets 2023: $2,584,090Liabilities 2023: $0Net Assets 2023: $2,584,0902023Assets 2024: $36,048,716Liabilities 2024: $0Net Assets 2024: $36,048,7162024

Highlighted filing

2020

Assets$811,757
Liabilities$0
Net Assets$811,757
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $1,240,177Expenses 2019: $3,072Net Income 2019: $1,237,1052019Revenue 2020: $22,844Expenses 2020: $74,482Net Income 2020: -$51,6382020Revenue 2021: $20,577Expenses 2021: $76,676Net Income 2021: -$56,0992021Revenue 2022: $70,864Expenses 2022: $41,856Net Income 2022: $29,0082022Revenue 2023: $1,840,289Expenses 2023: $61,158Net Income 2023: $1,779,1312023Revenue 2024: $33,638,589Expenses 2024: $163,845Net Income 2024: $33,474,7442024

Highlighted filing

2020

Revenue$22,844
Expenses$74,482
Net Income-$51,638
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH D TAMKINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dr Sjerome & Judith D Tamkin
EIN
46-5211327
Phone
3104792555
Address
3029 WILSHIRE BLVD SUITE 200, SANTA MONICA, CA 90403

Signing Officer

Name
Judith D Tamkin
Title
Trustee
Phone
3104792555
Signed
2021-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Given & Company Inc
Address
3029 WILSHIRE BLVD STE 200, SANTA MONICA, CA 90403
Preparer
Peter Goldberg
Phone
3108287547
Raw XML Appendix356 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/PropertyDesc0SPDR S&P 500 EFT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT, EDUCATION, RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MOREHOUSE SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4VIDA ANIMAL SHELTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6WOODBURY UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01458 S ROBERTSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt115500 STEPHEN S WISE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt29500 GILMAN DRIVE 0940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3720 WESTVIEW DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt419142 E WALNUT DR N
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt67500 N GLENOAKS BLVD
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020050
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt035360
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043305
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055410
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FIDUCIARY TRUST FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05872
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05872
TaxesSchedule/TaxesDetail/Amt010000
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH D TAMKIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03104792555
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR SJEROME & JUDITH D TAMKIN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DRSJ
ReturnHeader/Filer/EIN0465211327
ReturnHeader/Filer/PhoneNum03104792555
ReturnHeader/Filer/USAddress/AddressLine1Txt03029 WILSHIRE BLVD SUITE 200
ReturnHeader/Filer/USAddress/CityNm0SANTA MONICA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090403
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953416914
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GIVEN & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03029 WILSHIRE BLVD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA MONICA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090403
ReturnHeader/PreparerPersonGrp/PhoneNum03108287547
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER GOLDBERG
ReturnHeader/ReturnTs02021-11-12T16:58:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUDITH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TAMKIN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$811,757
Liabilities
$0
Net assets
$811,757
Revenue
$22,844
Expenses
$74,482
Net income
-$51,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$33.6$0.16$33.5
2023Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$1.84$0.06$1.78
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.07$0.04$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.02$0.08$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.02$0.07$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.24$0.00$1.24
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00