Civic Intelligence

The H Russell Smith Foundation

990PF • Fiscal year 2020 • EIN 56-2283549

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 19, 2021

Organization Profile
4675 Macarthur CourtNewport Beach, CA 92660

(626) 799-1182

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

20th percentile

-16%

Higher net margin than 20% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

34th percentile

$85,000

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

28th percentile

-0.8%

Faster asset growth than 28% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

143%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$11,798,666

Down $97,003 (-0.8%) from 2019

Net Assets

$11,798,666

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin20th percentile

Revenue

Up

$589,230

Up $347,194 (+143%) from 2019

Expenses

Down

$681,535

Down $73,069 (-9.7%) from 2019

Net Income

Up

-$92,305

Up $420,263 (+82%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $10,581,419Liabilities 2011: $02011Assets 2012: $10,230,723Liabilities 2012: $02012Assets 2013: $9,874,698Liabilities 2013: $02013Assets 2014: $14,562,831Liabilities 2014: $02014Assets 2015: $15,035,145Liabilities 2015: $02015Assets 2019: $11,895,669Liabilities 2019: $02019Assets 2020: $11,798,666Liabilities 2020: $0Net Assets 2020: $11,798,6662020Assets 2021: $12,652,666Liabilities 2021: $0Net Assets 2021: $12,652,6662021Assets 2022: $12,350,925Liabilities 2022: $12022Assets 2023: $12,001,789Liabilities 2023: $12023Assets 2024: $12,113,467Liabilities 2024: $0Net Assets 2024: $12,113,4672024

Highlighted filing

2020

Assets$11,798,666
Liabilities$0
Net Assets$11,798,666
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,557,983Expenses 2011: $1,002,905Net Income 2011: $555,0782011Revenue 2012: $1,005,110Expenses 2012: $1,317,119Net Income 2012: -$312,0092012Revenue 2013: $1,005,251Expenses 2013: $1,326,780Net Income 2013: -$321,5292013Revenue 2014: $1,203,074Expenses 2014: $1,222,367Net Income 2014: -$19,2932014Revenue 2015: $1,204,027Expenses 2015: $1,896,953Net Income 2015: -$692,9262015Revenue 2019: $242,036Expenses 2019: $754,604Net Income 2019: -$512,5682019Revenue 2020: $589,230Expenses 2020: $681,535Net Income 2020: -$92,3052020Revenue 2021: $1,510,650Expenses 2021: $680,884Net Income 2021: $829,7662021Revenue 2022: $403,262Expenses 2022: $676,714Net Income 2022: -$273,4522022Revenue 2023: $214,027Expenses 2023: $562,819Net Income 2023: -$348,7922023Revenue 2024: $1,241,286Expenses 2024: $1,111,031Net Income 2024: $130,2552024

Highlighted filing

2020

Revenue$589,230
Expenses$681,535
Net Income-$92,305
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 19, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEWART R SMITHPres/Dir/CEO/TrePT$85,000-$85,000
ROBIN A FERRACONEDirector-$0--
LOGAN S SMITHDirector-$0--
MACKENZIE C TEYMOURIDirector-$0--
SUSAN DE HAASSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
The H Russell Smith Foundation
EIN
56-2283549
Phone
6267991182
Address
4675 MACARTHUR COURT, NEWPORT BEACH, CA 92660

Signing Officer

Name
Stewart R Smith
Title
President
Phone
6267991182
Signed
2021-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Eugene Lewis & Associates
Address
44 E Foothill Blvd 100, Arcadia, CA 91006
Preparer
Wade E Stevens
Phone
6264629280
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-74306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt522994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt649266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8191046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt084204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1452482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2446827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3810527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4285217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5154975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6299975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8191046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc137,646.202 SHS BRANDYWINEGLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc220,601.738 SHS DFA EMERGING MKTS VALUE PORT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc375,051.13 SHS HARBOR DIVERSIFIED INTL ALL CP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc422,872.2350 SHS IVA INTL FD CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc53,957.110 SHS VANGUARD EMERGING MKTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6905.1410 SHS VANGUARD 500 INDEX ADMIRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MADOFF VICTIM FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8GAIN ON TERM. DISTRIB. FROM LEGACY VENTURE III, LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0203744
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-92305
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05537
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0839
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011804203
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011895669
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011798666
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0713542
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0713542
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0713542
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0720894
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07352
IRS990PF/DistributableAmountGrp/TotalTaxAmt07352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015761
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-15761
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015761
IRS990PF/FMVAssetsEOYAmt016170035
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0252983
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0252983
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0252983
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt011895669
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt011798666
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt077995
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt046420
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt046420
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01667499
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04737605
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05052031
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06329681
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04756220
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05462676
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt08556395
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0656350
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0984556
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0984556
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011895669
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011798666
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt016170035
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011895669
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011798666
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011895669
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011798666
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt014637438
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0558404
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06441790
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0219562
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt07637244
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0720894
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt014417876
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt014637438
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt085000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEWART R SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBIN A FERRACONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LOGAN S SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MACKENZIE C TEYMOURI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SUSAN DE HAAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres/Dir/CEO/Tre
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04675 MACARTHUR COURT SUITE 540
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14675 MACARTHUR COURT SUITE 540
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24675 MACARTHUR COURT SUITE 540
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34675 MACARTHUR COURT SUITE 540
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44675 MACARTHUR COURT SUITE 540
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Newport Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Newport Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4NEWPORT 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/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd392660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd492660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0621240
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0621240
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0621240
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false

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
$11,798,666
Liabilities
$0
Net assets
$11,798,666
Revenue
$589,230
Expenses
$681,535
Net income
-$92,305
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.24$1.11$0.13
2023Summary only. Only limited summary data is available for this year.$12.0$0.00$0.21$0.56$0.35
2022Summary only. Only limited summary data is available for this year.$12.4$0.00$0.40$0.68$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.00$12.7$1.51$0.68$0.83
2020Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.59$0.68$0.09
2019Summary only. Only limited summary data is available for this year.$11.9$0.00$0.24$0.75$0.51
2015Summary only. Only limited summary data is available for this year.$15.0$0.00$1.20$1.90$0.69
2014Summary only. Only limited summary data is available for this year.$14.6$0.00$1.20$1.22$0.02
2013Summary only. Only limited summary data is available for this year.$9.87$0.00$1.01$1.33$0.32
2012Summary only. Only limited summary data is available for this year.$10.2$0.00$1.01$1.32$0.31
2011Summary only. Only limited summary data is available for this year.$10.6$0.00$1.56$1.00$0.56