Civic Intelligence

Monimos Foundation

990PF • Fiscal year 2023 • EIN 47-5060366

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 07, 2024

Organization Profile
PO Box 1868Ojai, CA 93024

(805) 626-1786

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.04x

Higher debt load relative to revenue than 30% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

13th percentile

-44%

Higher net margin than 13% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

45th percentile

$134,014

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

4th percentile

-18%

Faster asset growth than 4% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

36th percentile

-1.6%

Faster revenue growth than 36% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$24,292,643

Down $5,278,760 (-18%) from 2022

Net Assets

Down

$24,265,133

Down $5,278,760 (-18%) from 2022

Liabilities

Flat

$27,510

Flat from 2022

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin13th percentile

Revenue

Down

$693,021

Down $11,288 (-1.6%) from 2022

Expenses

Down

$1,000,480

Down $2,187,685 (-69%) from 2022

Net Income

Up

-$307,459

Up $2,176,397 (+88%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$40M$30M$20M$10M$0Assets 2016: $32,295,346Liabilities 2016: $27,166Net Assets 2016: $32,268,1802016Assets 2017: $36,573,361Liabilities 2017: $27,040Net Assets 2017: $36,546,3212017Assets 2018: $36,400,459Liabilities 2018: $27,478Net Assets 2018: $36,372,9812018Assets 2019: $36,267,330Liabilities 2019: $27,510Net Assets 2019: $36,239,8202019Assets 2020: $34,090,216Liabilities 2020: $27,510Net Assets 2020: $34,062,7062020Assets 2021: $34,734,518Liabilities 2021: $27,510Net Assets 2021: $34,707,0082021Assets 2022: $29,571,403Liabilities 2022: $27,510Net Assets 2022: $29,543,8932022Assets 2023: $24,292,643Liabilities 2023: $27,510Net Assets 2023: $24,265,1332023Assets 2024: $24,021,275Liabilities 2024: $27,600Net Assets 2024: $23,993,6752024

Highlighted filing

2023

Assets$24,292,643
Liabilities$27,510
Net Assets$24,265,133
Open 2023 Filing

Operations Trend

Revenue Growth36th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2016: $33,035,022Expenses 2016: $766,842Net Income 2016: $32,268,1802016Revenue 2017: $6,468,078Expenses 2017: $2,189,937Net Income 2017: $4,278,1412017Revenue 2018: $3,293,044Expenses 2018: $3,445,985Net Income 2018: -$152,9412018Revenue 2019: $1,778,380Expenses 2019: $3,450,890Net Income 2019: -$1,672,5102019Revenue 2020: $58,307Expenses 2020: $3,166,390Net Income 2020: -$3,108,0832020Revenue 2021: $1,260,742Expenses 2021: $2,708,501Net Income 2021: -$1,447,7592021Revenue 2022: $704,309Expenses 2022: $3,188,165Net Income 2022: -$2,483,8562022Revenue 2023: $693,021Expenses 2023: $1,000,480Net Income 2023: -$307,4592023Revenue 2024: $694,778Expenses 2024: $964,505Net Income 2024: -$269,7272024

Highlighted filing

2023

Revenue$693,021
Expenses$1,000,480
Net Income-$307,459
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 7, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NEIL KREITMANPresidentFT$120,000$14,014$134,014
RICHARD E MARCUSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Monimos Foundation
EIN
47-5060366
Phone
8056261786
Address
PO BOX 1868, OJAI, CA 93024

Signing Officer

Name
Richard E Marcus
Title
Secretary
Phone
8056261786
Signed
2024-09-07
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
11400 WEST OLYMPIC BLVD 350, LOS ANGELES, CA 90064
Preparer
Caroline Uy Reilly
Phone
3104778355
Raw XML AppendixShowing 400 of 797 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NONE
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1MONIMOS ART FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2MONIMOS ART FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt07/24/2024
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt111/14/2023
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt12463000
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02023-12-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12022-12-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt22021-12-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0THE GRANTS CONSISTED OF CASH TRANSFERRED TO THE GRANTEE, A PRIVATE OPERATING FOUNDATION WHICH OPERATES AN ART MUSEUM IN OJAI, CA. THE PURPOSE OF THE GRANTS WAS TO PROVIDE CASH TO FACILITATE THE OPERATION OF THE MUSEUM FACILITY. THE GRANTEE AND GRANTOR ACKNOWLEDGE THAT THE GRANTEE HAS COMPLIED WITH THE TERMS OF THE GRANTS AND HAS NOT DIVERTED ANY PORTION OF THE GRANTS FROM THE PURPOSES OF THE GRANTS. THE GRANTOR MONIMOS FOUNDATION HAS VERIFIED CONTINUED USE OF THE CASH FOR ITS INTENDED PURPOSE AT THE MUSEUM BY FREQUENT VISITS AND INSPECTIONS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1THE GRANTS CONSISTED OF ARTWORKS TRANSFERRED TO THE GRANTEE, A PRIVATE OPERATING FOUNDATION WHICH OPERATES AN ART MUSEUM IN OJAI, CA. THE PURPOSE OF THE GRANTS WAS TO PROVIDE ARTWORKS TO BE DISPLAYED AT THE MUSEUM IN ACCORDANCE WITH AN ART TRANSFER AGREEMENT PREVIOUSLY ENTERED INTO BETWEEN THE PARTIES TO FACILITATE THE DESIGN, OPENING, AND OPERATION OF THE MUSEUM FACILITY.THE WORKS OF ART CONTRIBUTED WERE INTENDED TO BE ON DISPLAY IN THE MUSEUM. THE GRANTEE IS NO PROHIBITED TO SELL ANY OF THE WORKS OF ART CONTRIBUTED. ANY PROCEEDS ARISING FROM SUCH SALE SHALL BE USED TO OPERATE THE MUSEUM OR ACQUIRE OTHER ART. IN 2022, ONE WORK OF ART WAS SOLD. THE GRANTEE AND GRANTOR ACKNOWLEDGE THAT THE GRANTEE HAS COMPLIED WITH THE TERMS OF THE GRANTS AND HAS NOT DIVERTED ANY PORTION OF THE GRANTS FROM THE PURPOSES OF THE GRANTS. THE GRANTOR MONIMOS FOUNDATION HAS VERIFIED CONTINUED USE OF THE CASH FOR ITS INTENDED PURPOSE AT THE MUSEUM BY FREQUENT VISITS AND INSPECTIONS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2THE GRANTS CONSISTED OF ARTWORKS TRANSFERRED TO THE GRANTEE, A PRIVATE OPERATING FOUNDATION WHICH OPERATES AN ART MUSEUM IN OJAI, CA. THE PURPOSE OF THE GRANTS WAS TO PROVIDE ARTWORKS TO BE DISPLAYED AT THE MUSEUM IN ACCORDANCE WITH AN ART TRANSFER AGREEMENT PREVIOUSLY ENTERED INTO BETWEEN THE PARTIES TO FACILITATE THE DESIGN, OPENING, AND OPERATION OF THE MUSEUM FACILITY.THE WORKS OF ART CONTRIBUTED WERE INTENDED TO BE ON DISPLAY IN THE MUSEUM. THE GRANTEE IS NOT PROHIBITED TO SELL ANY OF THE WORKS OF ART CONTRIBUTED. ANY PROCEEDS ARISING FROM SUCH SALE SHALL BE USED TO OPERATE THE MUSEUM OR ACQUIRE OTHER ART. IN 2021, A WORK OF ART WAS SOLD. THE GRANTEE AND GRANTOR ACKNOWLEDGE THAT THE GRANTEE HAS COMPLIED WITH THE TERMS OF THE GRANTS AND HAS NOT DIVERTED ANY PORTION OF THE GRANTS FROM THE PURPOSES OF THE GRANTS. THE GRANTOR MONIMOS FOUNDATION HAS VERIFIED CONTINUED USE OF THE CASH FOR ITS INTENDED PURPOSE AT THE MUSEUM BY FREQUENT VISITS AND INSPECTIONS.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2NO VERIFICATION CONSIDERED NECESSARY.
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0573438
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt094807
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt095574
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0343755
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0343755
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-307459
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0199323
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0199323
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01967665
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt080429
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt080429
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03446
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt03446
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06892
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt069514
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0360287
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt037815
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0516
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt067616
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt069179
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01817
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt080148
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt081965
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt04691
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt04692
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt09383
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0665932
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0332734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01000480
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0693021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0693021
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt092494
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0332734
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0427042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01898151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt069514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt069514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01967665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt069514
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-307459
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04989972
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt018671
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt029255105
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt029543893
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt024265133
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01552139
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01552139
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01552139
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01557147
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05008
IRS990PF/DistributableAmountGrp/TotalTaxAmt05008
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt023693
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt028701
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05008
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt023693
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05008
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05008
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt028701
IRS990PF/FMVAssetsEOYAmt032130024
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0235157
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0148198
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0148198
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01435873
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01485412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012950209
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05739020
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012599581
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0657164
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt04521920
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt04314
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt07665
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt03959563
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt03864756
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt04954339
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt04118
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt03351
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt03351
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt09125036
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt09578832
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt09578832
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01771614
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01999750
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01825514
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt027510
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt027510
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt028701
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt023693
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt023693
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt04014
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYFMVAmt04014
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt029543893
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt024265133
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt029571403
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt024292643
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt032130024
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt027510
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt027510
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt029571403
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt024292643
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt029543893
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt024265133
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01497005
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01495156
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01507090
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt031617202
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0199881
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016873475
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0474258
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt014543846
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01557147
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt031142944
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt031617202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MECHANICS BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt078330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01111 CIVIC DRIVE SUITE 333
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0WALNUT CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0120000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt014014
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NEIL KREITMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD E MARCUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1868
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt111400 W OLYMPIC BLVD 350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OJAI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190064
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0665932
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0665932
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,292,643
Liabilities
$27,510
Net assets
$24,265,133
Revenue
$693,021
Expenses
$1,000,480
Net income
-$307,459
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.0$0.03$24.0$0.69$0.96$0.27
2023Detailed filing. Detailed filing data is available for this year.$24.3$0.03$24.3$0.69$1.00$0.31
2022Detailed filing. Detailed filing data is available for this year.$29.6$0.03$29.5$0.70$3.19$2.48
2021Detailed filing. Detailed filing data is available for this year.$34.7$0.03$34.7$1.26$2.71$1.45
2020Detailed filing. Detailed filing data is available for this year.$34.1$0.03$34.1$0.06$3.17$3.11
2019Detailed filing. Detailed filing data is available for this year.$36.3$0.03$36.2$1.78$3.45$1.67
2018Detailed filing. Detailed filing data is available for this year.$36.4$0.03$36.4$3.29$3.45$0.15
2017Detailed filing. Detailed filing data is available for this year.$36.6$0.03$36.5$6.47$2.19$4.28
2016Detailed filing. Detailed filing data is available for this year.$32.3$0.03$32.3$33.0$0.77$32.3