Civic Intelligence

Max and Karel Guefen Foundation

990PF • Fiscal year 2020 • EIN 47-7214164

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
8548 Washington BlvdCulver City, CA 90232

(310) 859-0000

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

96th percentile

90%

Higher net margin than 96% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

82nd percentile

26%

Faster asset growth than 82% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

0.6%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,098,353

Up $853,451 (+26%) from 2019

Net Assets

Up

$4,098,353

Up $853,451 (+26%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin96th percentile

Revenue

Up

$815,449

Up $5,214 (+0.6%) from 2019

Expenses

Down

$82,036

Down $43,768 (-35%) from 2019

Net Income

Up

$733,413

Up $48,982 (+7.2%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $940,230Liabilities 2016: $0Net Assets 2016: $940,2302016Assets 2017: $1,855,604Liabilities 2017: $0Net Assets 2017: $1,855,6042017Assets 2018: $2,538,688Liabilities 2018: $0Net Assets 2018: $2,538,6882018Assets 2019: $3,244,902Liabilities 2019: $0Net Assets 2019: $3,244,9022019Assets 2020: $4,098,353Liabilities 2020: $0Net Assets 2020: $4,098,3532020Assets 2021: $4,861,478Liabilities 2021: $0Net Assets 2021: $4,861,4782021Assets 2022: $4,947,583Liabilities 2022: $0Net Assets 2022: $4,947,5832022Assets 2023: $5,871,210Liabilities 2023: $0Net Assets 2023: $5,871,2102023Assets 2024: $6,821,303Liabilities 2024: $0Net Assets 2024: $6,821,3032024

Highlighted filing

2020

Assets$4,098,353
Liabilities$0
Net Assets$4,098,353
Open 2020 Filing

Operations Trend

Revenue Growth52nd percentile

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

$1.5M$1.0M$500K$0Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $1,049,380Expenses 2016: $109,150Net Income 2016: $940,2302016Revenue 2017: $1,028,127Expenses 2017: $112,753Net Income 2017: $915,3742017Revenue 2018: $799,217Expenses 2018: $116,133Net Income 2018: $683,0842018Revenue 2019: $810,235Expenses 2019: $125,804Net Income 2019: $684,4312019Revenue 2020: $815,449Expenses 2020: $82,036Net Income 2020: $733,4132020Revenue 2021: $834,623Expenses 2021: $235,427Net Income 2021: $599,1962021Revenue 2022: $851,085Expenses 2022: $256,127Net Income 2022: $594,9582022Revenue 2023: $711,715Expenses 2023: $286,388Net Income 2023: $425,3272023Revenue 2024: $971,609Expenses 2024: $329,236Net Income 2024: $642,3732024

Highlighted filing

2020

Revenue$815,449
Expenses$82,036
Net Income$733,413
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC GUEFENTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Max and Karel Guefen Foundation
EIN
47-7214164
Phone
3108590000
Address
8548 WASHINGTON BLVD, CULVER CITY, CA 90232

Signing Officer

Name
Eric Guefen
Title
Trustee
Phone
3108590000
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
15760 VENTURA BLVD SUITE 1100, ENCINO, CA 91436
Preparer
Thomas Ohlgren
Phone
8189812600
Raw XML Appendix322 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt070000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0168748
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt086535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt071999
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt086535
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt086535
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012213
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0GUEFEN FAMILY CHARITABLE LEAD ANNUITY TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt08548 WASHINGTON BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CULVER CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090232
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0779575
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA SOS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AMERITRADE ADVISORY FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18027
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0120038
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK TO TAX ADJUSTMENT DUE TO ASSETS FMV RECORDED IN BOOKS
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0CA TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC GUEFEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03108590000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAX AND KAREL GUEFEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MAXA
ReturnHeader/Filer/EIN0477214164
ReturnHeader/Filer/PhoneNum03108590000
ReturnHeader/Filer/USAddress/AddressLine1Txt08548 WASHINGTON BLVD
ReturnHeader/Filer/USAddress/CityNm0CULVER CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090232
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015760 VENTURA BLVD SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENCINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091436
ReturnHeader/PreparerPersonGrp/PhoneNum08189812600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS OHLGREN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T16:22:58-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERIC
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GUEFEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$4,098,353
Liabilities
$0
Net assets
$4,098,353
Revenue
$815,449
Expenses
$82,036
Net income
$733,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.97$0.33$0.64
2023Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.71$0.29$0.43
2022Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.85$0.26$0.59
2021Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.83$0.24$0.60
2020Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.82$0.08$0.73
2019Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.81$0.13$0.68
2018Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.80$0.12$0.68
2017Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$1.03$0.11$0.92
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.05$0.11$0.94
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00