Civic Intelligence

M Piuze Foundation

990PF • Fiscal year 2024 • EIN 61-1460815

Dec 01, 2024 to Dec 31, 2024 • Filed on Nov 12, 2025

Organization Profile

Refreshing map…

5627 Kanan Road Suite 436Agoura Hills, CA 91301

(818) 519-4818

Siviq Scores

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

Liabilities / Assets

46th percentile

0.12x

Higher debt load relative to assets than 46% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

4.78x

Higher debt load relative to revenue than 92% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Source year 2024

Net Margin

92nd percentile

68%

Higher net margin than 92% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

17th percentile

$7,083

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2024 filings • $50M-$100M nonprofits • Source year 2024

Asset Growth

61st percentile

8.4%

Faster asset growth than 61% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-90%

Faster revenue growth than 1% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$87,211,236

Up $6,744,579 (+8.4%) from 2023

Net Assets

$77,160,921

No earlier filing loaded for comparison.

Liabilities

Down

$10,050,315

Down $37,894 (-0.4%) from 2023

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin92nd percentile

Revenue

Down

$2,103,569

Down $18,870,507 (-90%) from 2023

Expenses

Down

$667,173

Down $3,766,561 (-85%) from 2023

Net Income

Down

$1,436,396

Down $15,103,946 (-91%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$100M$50M$0Assets 2011: $5,818,267Liabilities 2011: $02011Assets 2012: $5,812,884Liabilities 2012: $0Net Assets 2012: $5,812,8842012Assets 2013: $9,425,036Liabilities 2013: $0Net Assets 2013: $9,425,0362013Assets 2014: $10,164,983Liabilities 2014: $0Net Assets 2014: $10,164,9832014Assets 2015: $11,722,988Liabilities 2015: $0Net Assets 2015: $11,722,9882015Assets 2016: $12,396,644Liabilities 2016: $0Net Assets 2016: $12,396,6442016Assets 2018: $14,877,517Liabilities 2018: $0Net Assets 2018: $14,877,5172018Assets 2019: $16,796,953Liabilities 2019: $0Net Assets 2019: $16,796,9532019Assets 2020: $20,892,219Liabilities 2020: $12020Assets 2021: $30,914,117Liabilities 2021: $0Net Assets 2021: $30,914,1172021Assets 2022: $66,375,612Liabilities 2022: $12,531,6992022Assets 2023: $80,466,657Liabilities 2023: $10,088,2092023Assets 2024: $87,211,236Liabilities 2024: $10,050,315Net Assets 2024: $77,160,9212024

Highlighted filing

2024

Assets$87,211,236
Liabilities$10,050,315
Net Assets$77,160,921
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $36,670Expenses 2011: $342,312Net Income 2011: -$305,6422011Expenses 2012: $377,4202012Expenses 2013: $426,4592013Revenue 2014: $1,427,535Expenses 2014: $630,613Net Income 2014: $796,9222014Revenue 2015: $2,318,520Expenses 2015: $760,515Net Income 2015: $1,558,0052015Revenue 2016: $1,524,862Expenses 2016: $851,206Net Income 2016: $673,6562016Revenue 2018: $2,510,024Expenses 2018: $898,541Net Income 2018: $1,611,4832018Revenue 2019: $2,921,963Expenses 2019: $1,002,527Net Income 2019: $1,919,4362019Revenue 2020: $5,274,987Expenses 2020: $1,179,721Net Income 2020: $4,095,2662020Revenue 2021: $11,396,153Expenses 2021: $1,374,255Net Income 2021: $10,021,8982021Revenue 2022: $25,610,274Expenses 2022: $2,444,812Net Income 2022: $23,165,4622022Revenue 2023: $20,974,076Expenses 2023: $4,433,734Net Income 2023: $16,540,3422023Revenue 2024: $2,103,569Expenses 2024: $667,173Net Income 2024: $1,436,3962024

Highlighted filing

2024

Revenue$2,103,569
Expenses$667,173
Net Income$1,436,396
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLE WILSONCEOPT$7,083-$7,083
MARION S PIUZESecretary/CFO-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNATIONAL WILDLIFE FEDERATIONWILDLIFE CONSERVATIONPCMARRIFIELD, VA, US$500,000
Filing and Contact Details

Filer

Filer Name
M Piuze Foundation
EIN
61-1460815
Phone
8185194818
Address
5627 KANAN ROAD SUITE 436, AGOURA HILLS, CA 91301

Signing Officer

Name
Marion Piuze
Title
CEO
Phone
8185194818
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Mark H Weber CPA an Accountancy Corpor
Address
2475 TOWNSGATE ROAD SUITE 230, WESTLAKE VILLAGE, CA 91361
Preparer
Mark Weber
Phone
8057194400
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PAGE 9, PART XII, LINE 6E.
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DISCLOSURE STATEMENT FOR UNDISTRIBUTED INCOME AND IRC 4942(H)(2) ELECTION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DISCLOSURE STATEMENT FOR UNDISTRIBUTED INCOME AND IRC 4942(H)(2) ELECTIONM. PIUZE FOUNDATION ACKNOWLEDGES THAT FOR THE FISCAL YEAR ENDED NOVEMBER 30, 2024, THE AMOUNT OF UNDISTRIBUTED INCOME REQUIRED TO BE DISTRIBUTED IN 2024 WAS $5,426,081.00, AS REPORTED ON FORM 990-PF, PAGE 9, PART XII, LINE 6F. THE DEADLINE TO DISTRIBUTE THIS AMOUNT WAS DECEMBER 31, 2024. THE DEADLINE WAS ACCELERATED AS M. PIUZE FOUNDATION TRANSITIONED TO A CALENDAR YEAR ACCOUNTING PERIOD BEGINNING WITH THE 2025 TAX YEAR. AS A RESULT, THE REMAINING UNDISTRIBUTED INCOME FOR THE FISCAL YEAR ENDED NOVEMBER 30, 2024, WAS NOT DISTRIBUTED IN FULL BY DECEMBER 31, 2024. ONLY $500,000 OF THE TOTAL UNDISTRIBUTED AMOUNT OF $5,926,081.00 WAS DISTRIBUTED BY THE DUE DATE.M. PIUZE FOUNDATION IS FILING A SHORT-PERIOD RETURN FOR THE PERIOD BEGINNING DECEMBER 1, 2024, AND ENDING DECEMBER 31, 2024. FOR THIS SHORT PERIOD, M. PIUZE FOUNDATION ANSWER "NO" TO FORM 990-PF, PAGE 5, PART VI-B, QUESTION 2B FOR THIS SHORT-PERIOD RETURN AND DISCLOSE ALL PERTINENT SUPPORTING INFORMATION RELATED TO THE YEAR-END TRANSITION AND REQUIRED DISTRIBUTIONS IN ACCORDANCE WITH IRS INSTRUCTIONS.THE FOUNDATION INTENDS TO MAKE QUALIFYING DISTRIBUTIONS TOTALING $5,426,081.00 DURING THE SUBSEQUENT CALENDAR YEAR ENDING DECEMBER 31, 2025. THE FOUNDATION WILL EXECUTE A FORMAL ELECTION UNDER IRC 4942(H)(2) AND TREASURY REGULATION 53.4942(A)-3(D)(2) TO APPLY THE DISTRIBUTIONS MADE IN 2025 TOWARD SATISFYING THE UNDISTRIBUTED INCOME REQUIREMENT FROM THE FISCAL YEAR ENDED NOVEMBER 30, 2024. THE FORMAL ELECTION STATEMENT IDENTIFYING THE APPLICATION OF THESE DISTRIBUTIONS TO THE PRIOR YEAR'S UNDISTRIBUTED INCOME WILL BE ATTACHED TO THE 2025 CALENDAR YEAR FORM 990-PF RETURN FILING.M. PIUZE FOUNDATION IS DEDICATED TO FULL COMPLIANCE WITH ALL IRS REGULATIONS CONCERNING MINIMUM DISTRIBUTION REQUIREMENTS AND EXCISE TAX OBLIGATIONS. COPIES OF THIS DISCLOSURE STATEMENT AND THE RELATED ELECTION STATEMENT ARE ATTACHED TO THE SHORT-PERIOD RETURN FOR THE PERIOD ENDING DECEMBER 31, 2024, FOR ADVANCE DISCLOSURE. THEY WILL ALSO BE ATTACHED TO THE 2025 CALENDAR YEAR TAX RETURN, INFORMING THE IRS OF THE FOUNDATION'S ACTIONS TO ADDRESS THE UNDISTRIBUTED INCOME AND THE PLANNED ELECTION UNDER IRC 4942(H)(2).
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt016619
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt017161
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0500000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0102136
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0667173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02102809
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02103569
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0102136
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0167173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0197602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1148150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2249925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt37811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4826543
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51176022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41170754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5355884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt644054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt793091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41170754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5355884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt644054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt793091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0199597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1149032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2250195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt37878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41997297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51531906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt644054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt793091
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/PropertyDesc0UBS 1202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UBS 1202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MS 1475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MS 6014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MS 1475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MS 7039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MORGAN STANLEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MORGAN STANLEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01666997
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01436396
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt077160921
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt075724525
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt077160921
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0508991
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0508991
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0508991
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0536800
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt027809
IRS990PF/DistributableAmountGrp/TotalTaxAmt027809
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt027809
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt027809
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt027809
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt028130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0127568224
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt029558
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0209964
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt030691250
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt030691250
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0324652
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01340705
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01340718
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt039002275
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt038581998
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt078162879
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt089492
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt08492948
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01573
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01947
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt08439216
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt08403456
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt010851892
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0623
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0374
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01947
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt06665
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt05007
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt06636
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04986
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04986
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt038004021
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt038879717
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt036995838
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt010046233
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt010015750
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt045033275
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt046469671
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt085777423
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt087211236
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0127568224
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt010052898
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt010050315
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt085777423
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt087211236
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt075724525
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt077160921
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0128319833
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01902645
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0115558363
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01924797
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt010858825
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0536800
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0126395036
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0128319833
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt17083
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARION S PIUZE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NICOLE WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SECRETARY/CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt032090 WATERSIDE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15805 COLODNY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WESTLAKE VILLAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1AGOURA HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091361
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,211,236
Liabilities
$10,050,315
Net assets
$77,160,921
Revenue
$2,103,569
Expenses
$667,173
Net income
$1,436,396
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$87.2$10.1$77.2$2.10$0.67$1.44
2023Summary only. Only limited summary data is available for this year.$80.5$10.1$21.0$4.43$16.5
2022Summary only. Only limited summary data is available for this year.$66.4$12.5$25.6$2.44$23.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.9$0.00$30.9$11.4$1.37$10.0
2020Summary only. Only limited summary data is available for this year.$20.9$0.00$5.27$1.18$4.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.00$16.8$2.92$1.00$1.92
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.00$14.9$2.51$0.90$1.61
2016Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.52$0.85$0.67
2015Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$2.32$0.76$1.56
2014Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$1.43$0.63$0.80
2013Detailed filing. Detailed filing data is available for this year.$9.43$0.00$9.43$0.43
2012Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.38
2011Summary only. Only limited summary data is available for this year.$5.82$0.00$0.04$0.34$0.31