Civic Intelligence

Altamed Action Fund

990EZ • Fiscal year 2017 • EIN 46-5650824

May 01, 2016 to Apr 30, 2017 • Filed on Nov 07, 2017

Organization ProfileN/A
777 S Figueroa St No 4050Los Angeles, CA 90017

(213) 452-6565

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-117%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

3rd percentile

-77%

Faster asset growth than 3% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$51,759

Down $174,838 (-77%) from 2016

Net Assets

$51,759

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin3rd percentile

Revenue

Up

$150,000

Up $150,000 from 2016

Expenses

Up

$324,838

Up $270,579 (+499%) from 2016

Net Income

Down

-$174,838

Down $120,579 (-222%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$300K$200K$100K$0Assets 2014: $65,000Liabilities 2014: $0Net Assets 2014: $65,0002014Assets 2015: $280,856Liabilities 2015: $0Net Assets 2015: $280,8562015Assets 2016: $226,597Liabilities 2016: $02016Assets 2017: $51,759Liabilities 2017: $0Net Assets 2017: $51,7592017Assets 2018: $90,311Liabilities 2018: $0Net Assets 2018: $90,3112018Assets 2019: $54,548Liabilities 2019: $0Net Assets 2019: $54,5482019Assets 2020: $69,532Liabilities 2020: $0Net Assets 2020: $69,5322020Assets 2021: $3,113Liabilities 2021: $0Net Assets 2021: $3,1132021Assets 2022: $120,666Liabilities 2022: $02022Assets 2023: $61,548Liabilities 2023: $0Net Assets 2023: $61,5482023Assets 2024: $33,763Liabilities 2024: $0Net Assets 2024: $33,7632024

Highlighted filing

2017

Assets$51,759
Liabilities$0
Net Assets$51,759
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2014: $65,000Expenses 2014: $0Net Income 2014: $65,0002014Revenue 2015: $253,750Expenses 2015: $37,894Net Income 2015: $215,8562015Revenue 2016: $0Expenses 2016: $54,259Net Income 2016: -$54,2592016Revenue 2017: $150,000Expenses 2017: $324,838Net Income 2017: -$174,8382017Revenue 2018: $116,693Expenses 2018: $78,141Net Income 2018: $38,5522018Revenue 2019: $299,923Expenses 2019: $335,686Net Income 2019: -$35,7632019Revenue 2020: $158,471Expenses 2020: $143,487Net Income 2020: $14,9842020Revenue 2021: $101,000Expenses 2021: $167,419Net Income 2021: -$66,4192021Revenue 2022: $164,312Expenses 2022: $46,759Net Income 2022: $117,5532022Revenue 2023: $0Expenses 2023: $59,118Net Income 2023: -$59,1182023Revenue 2024: $5,000Expenses 2024: $32,786Net Income 2024: -$27,7862024

Highlighted filing

2017

Revenue$150,000
Expenses$324,838
Net Income-$174,838
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$150,000
Mission and Program Overview

Mission

Conduct research and develop positions on policy issues that would eliminate disparitites in health care access and outcomes for latino, multi-ethnic and underserved communities.

Program Services

DescriptionGrantsExpenses
ALTAMED ACTION FUND SUPPORTED AND OPPOSED VARIOUS STATE AND LOCAL MEASURES IN THE NOVEMBER 2016 ELECTIONS, INFORMING VOTERS OF THE ORGANIZATION'S POSITION ON VARIOUS MEASURES RELATING TO HEALTHCARE AND HOMELESSNESS.$0$247,110
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CASTULO DE LA ROCHADirector/Board Chair-$0--
MARIE S TORRESDirector/President-$0--
JOSE LUIS VALENZUELADirector/Treasurer-$0--
ALMA MARQUEZDirector/Secretary-$0--
JUDY DAVIDDS-WRIGHTDirector/Board Member-$0--
Filing and Contact Details

Filer

Filer Name
Altamed Action Fund
EIN
46-5650824
Phone
2134526565
Address
777 S FIGUEROA ST NO 4050, LOS ANGELES, CA 90017

Signing Officer

Name
Marie S Torres
Title
President
Phone
2134526565
Signed
2017-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Rso Advisors Llp
Address
16130 VENTURA BOULEVARD 550, ENCINO, CA 91436
Preparer
Robert Oberstein
Phone
8189332800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: office expenses. Amount: 37,736. Description: consulting. Amount: 35,500. Description: contributions. Amount: 35,000. Description: conferences/meetings. Amount: 17,878. Description: voter outreach. Amount: 43,949. Description: travel. Amount: 3,209. Description: technology. Amount: 1,168. Description: reimbursed staff services. Amount: 4,809. Total to form 990-ez, line 16: 179,249.”

Raw XML Appendix132 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KAUFMAN LEGAL GROUP
IRS990EZ/BooksInCareOfDetail/PhoneNum02134526565
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0777 S FIGUEROA STREET SUITE 4050
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0226597
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051759
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0150000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-174838
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt063458
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0226597
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051759
IRS990EZ/GrossReceiptsAmt0150000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0226597
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051759
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0226597
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051759
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CASTULO DE LA ROCHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARIE S TORRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSE LUIS VALENZUELA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALMA MARQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JUDY DAVIDDS-WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR/BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR/PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR/SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR/BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0179249
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CONDUCT RESEARCH AND DEVELOP POSITIONS ON POLICY ISSUES THAT WOULD ELIMINATE DISPARITITES IN HEALTH CARE ACCESS AND OUTCOMES FOR LATINO, MULTI-ETHNIC AND UNDERSERVED COMMUNITIES.
IRS990EZ/PrintingPublicationsPostageAmt082131
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALTAMED ACTION FUND SUPPORTED AND OPPOSED VARIOUS STATE AND LOCAL MEASURES IN THE NOVEMBER 2016 ELECTIONS, INFORMING VOTERS OF THE ORGANIZATION'S POSITION ON VARIOUS MEASURES RELATING TO HEALTHCARE AND HOMELESSNESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0247110
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd01
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0324838
IRS990EZ/TotalProgramServiceExpensesAmt0247110
IRS990EZ/TotalRevenueAmt0150000
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OFFICE EXPENSES. AMOUNT: 37,736. DESCRIPTION: CONSULTING. AMOUNT: 35,500. DESCRIPTION: CONTRIBUTIONS. AMOUNT: 35,000. DESCRIPTION: CONFERENCES/MEETINGS. AMOUNT: 17,878. DESCRIPTION: VOTER OUTREACH. AMOUNT: 43,949. DESCRIPTION: TRAVEL. AMOUNT: 3,209. DESCRIPTION: TECHNOLOGY. AMOUNT: 1,168. DESCRIPTION: REIMBURSED STAFF SERVICES. AMOUNT: 4,809. TOTAL TO FORM 990-EZ, LINE 16: 179,249.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIE S TORRES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02134526565
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALTAMED ACTION FUND
ReturnHeader/Filer/BusinessNameControlTxt0ALTA
ReturnHeader/Filer/EIN0465650824
ReturnHeader/Filer/PhoneNum02134526565
ReturnHeader/Filer/USAddress/AddressLine1Txt0777 S FIGUEROA ST NO 4050
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090017
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0644BD90A96CF304DB8D84A70193527ED3AE2417A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.195.176.165
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:19:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273238875
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSO ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016130 VENTURA BOULEVARD 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENCINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091436
ReturnHeader/PreparerPersonGrp/PhoneNum08189332800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT OBERSTEIN
ReturnHeader/ReturnTs02017-11-08T19:02:09-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$51,759
Liabilities
$0
Net assets
$51,759
Revenue
$150,000
Expenses
$324,838
Net income
-$174,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.05$0.33$0.28
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.00$0.59$0.59
2022Summary only. Only limited summary data is available for this year.$1.21$0.00$1.64$0.47$1.18
2021Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$1.01$1.67$0.66
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$1.58$1.43$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$3.00$3.36$0.36
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$1.17$0.78$0.39
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.50$3.25$1.75
2016Summary only. Only limited summary data is available for this year.$2.27$0.00$0.00$0.54$0.54
2015Summary only. Only limited summary data is available for this year.$2.81$0.00$2.81$2.54$0.38$2.16
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.65$0.00$0.65