Civic Intelligence

The Dmk Foundation

990PF • Fiscal year 2014 • EIN 61-1438237

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 19, 2015

Organization Profile
PO Box 24950Los Angeles, CA 90024

(310) 477-0450

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

36th percentile

-0.2%

Higher net margin than 36% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

9th percentile

-8.9%

Faster asset growth than 9% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

72nd percentile

17%

Faster revenue growth than 72% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$9,838,707

Down $959,858 (-8.9%) from 2013

Net Assets

$9,838,707

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin36th percentile

Revenue

Up

$1,945,317

Up $282,096 (+17%) from 2013

Expenses

Down

$1,948,960

Down $304,748 (-14%) from 2013

Net Income

Up

-$3,643

Up $586,844 (+99%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$30M$20M$10M$0Assets 2011: $7,285,416Liabilities 2011: $02011Assets 2012: $10,460,336Liabilities 2012: $02012Assets 2013: $10,798,565Liabilities 2013: $02013Assets 2014: $9,838,707Liabilities 2014: $0Net Assets 2014: $9,838,7072014Assets 2015: $9,768,722Liabilities 2015: $0Net Assets 2015: $9,768,7222015Assets 2019: $14,086,060Liabilities 2019: $02019Assets 2020: $15,091,931Liabilities 2020: $1,0312020Assets 2021: $19,329,771Liabilities 2021: $3,000Net Assets 2021: $19,326,7712021Assets 2022: $17,742,515Liabilities 2022: $0Net Assets 2022: $17,742,5152022Assets 2023: $20,634,062Liabilities 2023: $12023Assets 2024: $23,609,863Liabilities 2024: $0Net Assets 2024: $23,609,8632024

Highlighted filing

2014

Assets$9,838,707
Liabilities$0
Net Assets$9,838,707
Open 2014 Filing

Operations Trend

Revenue Growth72nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,541,864Expenses 2011: $500,118Net Income 2011: $1,041,7462011Revenue 2012: $6,817,193Expenses 2012: $2,305,906Net Income 2012: $4,511,2872012Revenue 2013: $1,663,221Expenses 2013: $2,253,708Net Income 2013: -$590,4872013Revenue 2014: $1,945,317Expenses 2014: $1,948,960Net Income 2014: -$3,6432014Revenue 2015: $969,118Expenses 2015: $379,111Net Income 2015: $590,0072015Revenue 2019: $288,182Expenses 2019: $163,836Net Income 2019: $124,3462019Revenue 2020: $496,911Expenses 2020: $795,678Net Income 2020: -$298,7672020Revenue 2021: $3,308,830Expenses 2021: $972,563Net Income 2021: $2,336,2672021Revenue 2022: $4,117,934Expenses 2022: $993,863Net Income 2022: $3,124,0712022Revenue 2023: $1,734,182Expenses 2023: $1,129,131Net Income 2023: $605,0512023Revenue 2024: $2,182,027Expenses 2024: $1,344,844Net Income 2024: $837,1832024

Highlighted filing

2014

Revenue$1,945,317
Expenses$1,948,960
Net Income-$3,643
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 19, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID E KELLEYTrustee-$0--
MICHELLE KELLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Dmk Foundation
EIN
61-1438237
Phone
3104770450
Address
PO BOX 24950, LOS ANGELES, CA 90024

Signing Officer

Name
David E Kelley
Title
President
Phone
3104770450
Signed
2015-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
10960 WILSHIRE BLVD SUITE 1100, LOS ANGELES, CA 90024
Preparer
Thomas M Garcia
Phone
3104770450
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20479090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21108700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22117299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23466206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt247170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25126000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2650000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27571400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DISTRIBUTION THROUGH UBS - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DISTRIBUTION THROUGH UBS - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NONDIVIDEND DISTRIBUTIONS THROUGH UBS - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3UNRECAPTURED SECTION 1250 GAIN THROUGH UBS - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4COLLECTIBLES 28% GAIN THROUGH UBS - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SALE OF COVERED SECURITIES THROUGH UBS # 14133 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SALE OF COVERED SECURITIES THROUGH UBS # 14133 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SALE OF NONCOVERED SECURITIES THROUGH UBS # 14133 - PUBLICLY TRADED SECURITI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SALE OF COVERED SECURITIES THROUGH UBS # 14137 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SALE OF COVERED SECURITIES THROUGH UBS # 14137 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SALE OF NONCOVERED SECURITIES THROUGH UBS # 14137 - PUBLICLY TRADED SECURITI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SALE OF COVERED SECURITIES THROUGH UBS # 14023 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12SALE OF COVERED SECURITIES THROUGH UBS # 14023 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13SALE OF NONCOVERED SECURITIES THROUGH UBS # 14023 - PUBLICLY TRADED SECURITI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14SALE OF COVERED SECURITIES THROUGH UBS # 14134 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15SALE OF COVERED SECURITIES THROUGH UBS # 14134 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16SALE OF NONCOVERED SECURITIES THROUGH UBS # 14134 - PUBLICLY TRADED SECURITI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17SALE OF COVERED SECURITIES THROUGH UBS # 14136 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18SALE OF COVERED SECURITIES THROUGH UBS # 14136 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19SALE OF COVERED SECURITIES THROUGH UBS # 14135 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20SALE OF COVERED SECURITIES THROUGH UBS # 14135 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21SALE OF NONCOVERED SECURITIES THROUGH UBS # 14135 - PUBLICLY TRADED SECURITI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22SALE OF COVERED SECURITIES THROUGH UBS # 14008 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23SALE OF COVERED SECURITIES THROUGH UBS # 14008 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24SALE OF NONCOVERED SECURITIES THROUGH UBS # 14008 - PUBLICLY TRADED SECURITI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25SALE OF COVERED SECURITIES THROUGH UBS # 14132 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26SALE OF NONCOVERED SECURITIES THROUGH UBS # 14132 - PUBLICLY TRADED SECURITI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2750,000.000 SHS - BANK AMER CORP - NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28SALE OF COVERED SECURITIES THROUGH UBS #14137 - PUBLICLY TRADED - WASH SALE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29SALE OF COVERED SECURITIES THROUGH UBS #14008 - PUBLICLY TRADED - WASH SALE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30SALE OF COVERED SECURITIES THROUGH UBS #14008 - PUBLICLY TRADED - WASH SALE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01199752
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3643
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0956215
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010794922
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010798565
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09838707
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0522243
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0522243
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0522243
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0535569
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013326
IRS990PF/DistributableAmountGrp/TotalTaxAmt013326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03362
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt016688
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03362
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt016688
IRS990PF/FMVAssetsEOYAmt09838707
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0180134
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0320701
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0320701
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010186300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09193384
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09193384
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt010798565
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09838707
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0432131
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0324622
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0324622
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010798565
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09838707
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09838707
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010798565
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09838707
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010798565
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09838707
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010874489
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0541972
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010332517
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0163117
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0535569
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010711372
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010874489
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID E KELLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHELLE KELLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O MOSS ADAMS LLP PO BOX 24950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O MOSS ADAMS LLP PO BOX 24950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01474656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01487982
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02084575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02178222
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0398013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0425230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0420597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.137672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.192274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.282909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.058586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.069751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.084840
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt013326
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt010711372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010841702
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07699367
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06793660
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06096370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04957509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01832717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.688360
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01819391
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01832717
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt013326
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01832717
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MOSS ADAMS LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010960 WILSHIRE BLVD SUITE 1100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090024
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03104770450
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID E KELLEY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MICHELLE KELLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41716667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,838,707
Liabilities
$0
Net assets
$9,838,707
Revenue
$1,945,317
Expenses
$1,948,960
Net income
-$3,643
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.6$0.00$23.6$2.18$1.34$0.84
2023Summary only. Only limited summary data is available for this year.$20.6$0.00$1.73$1.13$0.61
2022Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$4.12$0.99$3.12
2021Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$3.31$0.97$2.34
2020Summary only. Only limited summary data is available for this year.$15.1$0.00$0.50$0.80$0.30
2019Summary only. Only limited summary data is available for this year.$14.1$0.00$0.29$0.16$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.77$0.00$9.77$0.97$0.38$0.59
2014Detailed filing. Detailed filing data is available for this year.$9.84$0.00$9.84$1.95$1.95$0.00
2013Summary only. Only limited summary data is available for this year.$10.8$0.00$1.66$2.25$0.59
2012Summary only. Only limited summary data is available for this year.$10.5$0.00$6.82$2.31$4.51
2011Summary only. Only limited summary data is available for this year.$7.29$0.00$1.54$0.50$1.04