Civic Intelligence

Dr Richard Grossman Community Foundation

990 • Fiscal year 2015 • EIN 76-0740674

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 02, 2016

Organization ProfileWWW.DRGCF.ORG
1464 Hidden Valley RoadThousand Oaks, CA 91361

(805) 497-5856

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

30th percentile

0.03x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

8th percentile

-39%

Higher net margin than 8% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

34th percentile

-2.4%

Faster asset growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-63%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$4,036,539

Down $100,633 (-2.4%) from 2014

Net Assets

Down

$4,029,643

Down $100,633 (-2.4%) from 2014

Liabilities

Flat

$6,896

Flat from 2014

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin8th percentile

Revenue

Down

$210,118

Down $356,996 (-63%) from 2014

Expenses

Up

$291,052

Up $8,555 (+3.0%) from 2014

Net Income

Down

-$80,934

Down $365,551 (-128%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $7,097,963Liabilities 2010: $59,397Net Assets 2010: $7,038,5662010Assets 2011: $6,456,183Liabilities 2011: $245,504Net Assets 2011: $6,210,6792011Assets 2012: $6,372,356Liabilities 2012: $32,723Net Assets 2012: $6,339,6332012Assets 2013: $3,891,971Liabilities 2013: $10,578Net Assets 2013: $3,881,3932013Assets 2014: $4,137,172Liabilities 2014: $6,896Net Assets 2014: $4,130,2762014Assets 2015: $4,036,539Liabilities 2015: $6,896Net Assets 2015: $4,029,6432015Assets 2016: $3,309,375Liabilities 2016: $6,896Net Assets 2016: $3,302,4792016Assets 2017: $1,513,752Liabilities 2017: $0Net Assets 2017: $1,513,7522017Assets 2018: $359,863Liabilities 2018: $0Net Assets 2018: $359,8632018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2015

Assets$4,036,539
Liabilities$6,896
Net Assets$4,029,643
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2010: $1,023,966Expenses 2010: $929,697Net Income 2010: $94,2692010Revenue 2011: $642,645Expenses 2011: $1,316,790Net Income 2011: -$674,1452011Expenses 2012: $815,0142012Revenue 2013: $506,498Expenses 2013: $3,415,369Net Income 2013: -$2,908,8712013Revenue 2014: $567,114Expenses 2014: $282,497Net Income 2014: $284,6172014Revenue 2015: $210,118Expenses 2015: $291,052Net Income 2015: -$80,9342015Revenue 2016: $179,784Expenses 2016: $884,920Net Income 2016: -$705,1362016Revenue 2017: $67,206Expenses 2017: $1,936,681Net Income 2017: -$1,869,4752017Revenue 2018: $29,677Expenses 2018: $1,165,415Net Income 2018: -$1,135,7382018Revenue 2019: $6,479Expenses 2019: $366,342Net Income 2019: -$359,8632019

Highlighted filing

2015

Revenue$210,118
Expenses$291,052
Net Income-$80,934
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 2, 2016
Return Version
2015v2.1
Gross Receipts
$650,682
Mission and Program Overview

Mission

Purpose shall be charitable in nature and shall be to invest in local community groups and resources where its funds will have the greatest impacts. Requests for grants will be by invitation only.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,130,276$4,029,643▼ $100,633
Investments Other Securities$4,040,712$3,952,806▼ $87,906
Savings and Temporary Cash Investments$93,520$83,733▼ $9,787
Cash and Non-Interest-Bearing Accounts$2,940--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,137,172$4,036,539▼ $100,633
Liabilities
Other Liabilities$6,896$6,896→ $0
Total Liabilities$6,896$6,896→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,130,276$4,029,643▼ $100,633
Total Liabilities and Net Assets / Fund Balance$4,137,172$4,036,539▼ $100,633

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$3,952,806--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Elizabeth Rice GrossmanPresident
Kris PostilDirector
Lane WeitzmanDirector
Lon MortonSecretary
Roxanna MortonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,909
Program Service Revenue
$0
Investment Income
$98,696
Other Revenue
$105,513
All Other Contributions
$5,909
Change in Net Assets
$-80,934
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$185,050
Other Expenses$106,002
Total Fundraising Expense$310
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$170,000--$170,000
Occupancy-$50,356-$50,356
Fees for Service Investment Mgmnt Fees-$29,731-$29,731
Grants to Domestic Individuals$15,050--$15,050
Fees for Services Accounting$11,689--$11,689
Fees for Services Management-$4,725-$4,725
Insurance-$4,512-$4,512
Fees for Services Legal-$4,175-$4,175
Information Technology-$296$245$541
Office Expenses-$208$65$273
Total Functional Expenses$196,739$94,003$310$291,052
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
West Hills Hospital and Medical Center AuxiliaryWest Hills, CA501(c)(3)Funding for Direct Patient Assistance and Their Families$105,000
Our Community House of HopeThousand Oaks, CA501(c)(3)Funding for Homes for Terminally Ill & Providing End-of-life Care$40,000
Boys & Girls Club of Greater Conejo ValleyAgoura Hills, CA501(c)(3)Funding for Homework Help & Tutoring Program$25,000

International Summary

Offices
0
Employees
0
Spending
$740,488

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Investments-00$466,683
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumInvestments-00$273,805
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit-sublease$6,896
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The secretary, lon morton, is married to the treasurer, roxanna morton.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees.”

Form 990, Part VI, Section B, Line 11

“The president of the board reviews the return then sends an email to the board directors requesting comments and/ or corrections.”

Form 990, Part VI, Section B, Line 12C

“Directors annually sign the conflict of interest policy and the copies are retained at the organization's office. The organization's ceo is responsible for monitoring the conflict of interest policy.”

Form 990, Part VI, Section B, Line 15

“The executive committee reviews the compensation for all officers and key employees. The salary and benefits are based on merits. The executive committee then approves the compensation for all employees.”

Form 990, Part VI, Section C, Line 18

“Informational return documents are available to the public either through www.guidestar.org or upon written request.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Dr Richard Grossman Community
EIN
76-0740674
Phone
8054975856
Address
1464 HIDDEN VALLEY ROAD, THOUSAND OAKS, CA 91361

Signing Officer

Name
Elizabeth R Grossman
Title
Director
Phone
8054975856
Signed
2016-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Rice Grossman
Formed
2002
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Singerlewak Llp
Address
10960 WILSHIRE BLVD STE 700, LOS ANGELES, CA 90024-3783
Preparer
Lior Temkin
Phone
3104773924
Raw XML AppendixShowing 400 of 438 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PURPOSE SHALL BE CHARITABLE IN NATURE AND SHALL BE TO INVEST IN LOCAL COMMUNITY GROUPS AND RESOURCES WHERE ITS FUNDS WILL HAVE THE GREATEST IMPACTS. REQUESTS FOR GRANTS WILL BE BY INVITATION ONLY.
IRS990/AllOtherContributionsAmt05909
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ELIZABETH R GROSSMAN
IRS990/BooksInCareOfDetail/PhoneNum08054975856
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01464 HIDDEN VALLEY ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0THOUSAND OAKS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091361
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt02940
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05909
IRS990/CYGrantsAndSimilarPaidAmt0185050
IRS990/CYInvestmentIncomeAmt098696
IRS990/CYOtherExpensesAmt0106002
IRS990/CYOtherRevenueAmt0105513
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-80934
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0291052
IRS990/CYTotalFundraisingExpenseAmt0310
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0210118
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROGRAMS FUNDED BY DR. RICHARD GROSSMAN COMMUNITY FOUNDATION INCLUDE: GROSSMAN BURN CENTER WHICH PROVIDES A COURTESY CONDO FOR THE FAMILIES OF BURN SURVIVORS DURING HOSPITALIZATION, FINANCIAL ASSISTANCE FOR BURN SURVIVORS TO DIMINISH THE BURDEN A CATASTROPHIC INJURY CAN HAVE ON THE FAMILY, ANNUAL BURN SURVIVOR FAMILY CAMP WHICH PROVIDES AN OPEN ATMOSPHERE FOR BURN SURVIVORS AND THEIR FAMILIES TO SHARE THEIR STORIES, OVERCOME BARRIERS AND BUILD SELF-ESTEEM. THE A. RICHARD GROSSMAN COLLEGE SCHOLARSHIP FUND GRANTS DESERVING STUDENTS NECESSARY CAPITAL TO PURSUE THEIR EDUCATIONAL GOALS. COMMUNITY HOUSE OF HOPE IS A HOME FOR THE TERMINALLY ILL THAT PROVIDES END-OF-LIFE CARE AND ALSO EDUCATIONAL SERVICES TO THE COMMUNITY. BOYS & GIRLS CLUBS OF GREATER CONEJO VALLEY - SUPPORT FOR THE POWER HOUR: MAKING MINUTES COUNT PROGRAM - A COMPREHENSIVE HOMEWORK HELP & TUTORING PROGRAM DESIGNED TO RAISE ACADEMIC PROFICIENCY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0196739
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt011689
IRS990/FeesForServicesAccountingGrp/TotalAmt011689
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04175
IRS990/FeesForServicesLegalGrp/TotalAmt04175
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt04725
IRS990/FeesForServicesManagementGrp/TotalAmt04725
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt029731
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt029731
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0KRIS POSTIL
IRS990/Form990PartVIISectionAGrp/PersonNm1LANE WEITZMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2ELIZABETH RICE GROSSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3LON MORTON
IRS990/Form990PartVIISectionAGrp/PersonNm4ROXANNA MORTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt020176
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0185050
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt015050
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt015050
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0170000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0170000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0460740
IRS990/GrossReceiptsAmt0650682
IRS990/GrossRentsGrp/RealAmt034445
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0245
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0296
IRS990/InformationTechnologyGrp/TotalAmt0541
IRS990/InsuranceGrp/ManagementAndGeneralAmt04512
IRS990/InsuranceGrp/TotalAmt04512
IRS990/InvestmentIncomeGrp/ExclusionAmt077733
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt078520
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0787
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04040712
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03952806
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0440564
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PURPOSE SHALL BE CHARITABLE IN NATURE AND SHALL BE TO INVEST IN LOCAL COMMUNITY GROUPS AND RESOURCES WHERE ITS FUNDS WILL HAVE THE GREATEST IMPACTS. REQUESTS FOR GRANTS WILL BE BY INVITATION ONLY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04130276
IRS990/NetAssetsOrFundBalancesEOYAmt04029643
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt018139
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt020176
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt02037
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt034445
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt034445
IRS990/NetUnrelatedBusTxblIncmAmt0-15404
IRS990/NetUnrlzdGainsLossesInvstAmt0-19699
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt050356
IRS990/OccupancyGrp/TotalAmt050356
IRS990/OfficeExpensesGrp/FundraisingAmt065
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0208
IRS990/OfficeExpensesGrp/TotalAmt0273
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt06896
IRS990/OtherLiabilitiesGrp/EOYAmt06896
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0PASS-THROUGH ACTIVITY
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt087834
IRS990/OtherRevenueMiscGrp/ExclusionAmt11100
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt069606
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11100
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-18228
IRS990/OtherRevenueTotalAmt070706
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ELIZABETH RICE GROSSMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0143050
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0152682
IRS990/PYInvestmentIncomeAmt0299993
IRS990/PYOtherExpensesAmt0129815
IRS990/PYOtherRevenueAmt0124071
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0284617
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0282497
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0567114
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-80934
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt034445
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0362
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0362
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04130276
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04029643
IRS990/SavingsAndTempCashInvstGrp/BOYAmt093520
IRS990/SavingsAndTempCashInvstGrp/EOYAmt083733
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2011 AMOUNT: $ 1,518. 2012 AMOUNT: $ 4,177. 2014 AMOUNT: $ 268. 2015 AMOUNT: $ 1,100. PASS-THROUGH INCOME/ LOSS - 2014 AMOUNT: $ 91,457. 2015 AMOUNT: $ 69,606.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05909
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0143050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0214285
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0465904
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0514181
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01343329
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0113327
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt091700
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0192697
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0153631
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0132878
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0684233
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt070706
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt091725
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt04177
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01518
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0168126
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.44240
IRS990ScheduleA/PublicSupportPY170Pct00.56310
IRS990ScheduleA/PublicSupportTotal170Amt0971293
IRS990ScheduleA/SubstantialContributorsTotAmt0372036
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05909
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0143050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0214285
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0465904
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0514181
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01343329
IRS990ScheduleA/TotalSupportAmt02195688
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt03952806
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06896
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT-SUBLEASE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03952806
IRS990ScheduleD/TotalLiabilityAmt06896
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0466683
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt1273805
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENTS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0740488
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0740488
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt015050
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH GRANTS
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt140000
IRS990ScheduleI/RecipientTable/CashGrantAmt2105000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDING FOR HOMEWORK HELP & TUTORING PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FUNDING FOR HOMES FOR TERMINALLY ILL & PROVIDING END-OF-LIFE CARE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FUNDING FOR DIRECT PATIENT ASSISTANCE AND THEIR FAMILIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BOYS & GIRLS CLUB OF GREATER CONEJO VALLEY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OUR COMMUNITY HOUSE OF HOPE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WEST HILLS HOSPITAL AND MEDICAL CENTER AUXILIARY
IRS990ScheduleI/RecipientTable/RecipientEIN0208089708
IRS990ScheduleI/RecipientTable/RecipientEIN1912151731
IRS990ScheduleI/RecipientTable/RecipientEIN2953004973
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05137 CLARETON DRIVE 210
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1348 W AVENIDA DE LOS ARBOLES
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt27300 MEDICAL CENTER DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0AGOURA HILLS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1THOUSAND OAKS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2WEST HILLS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091301
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd191360
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd291307
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDING REQUESTS ARE SUBMITTED VIA EMAIL OR FAX TO THE FOUNDATION OFFICE BY STAFF FROM VARIOUS BURN CENTERS. UPON REVIEW AND APPROVAL OF THE REQUESTS PAYMENTS FOR ASSISTANCE ARE PAID DIRECTLY TO VENDORS, MORTGAGE OR MANAGEMENT COMPANIES, HOSPITALS AND NURSING FACILITIES, PAYMENTS ARE NEVER DIRECTLY PAID TO THE BURN SURVIVOR OR THEIR FAMILY MEMBERS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SECRETARY, LON MORTON, IS MARRIED TO THE TREASURER, ROXANNA MORTON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT OF THE BOARD REVIEWS THE RETURN THEN SENDS AN EMAIL TO THE BOARD DIRECTORS REQUESTING COMMENTS AND/ OR CORRECTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DIRECTORS ANNUALLY SIGN THE CONFLICT OF INTEREST POLICY AND THE COPIES ARE RETAINED AT THE ORGANIZATION'S OFFICE. THE ORGANIZATION'S CEO IS RESPONSIBLE FOR MONITORING THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION FOR ALL OFFICERS AND KEY EMPLOYEES. THE SALARY AND BENEFITS ARE BASED ON MERITS. THE EXECUTIVE COMMITTEE THEN APPROVES THE COMPENSATION FOR ALL EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INFORMATIONAL RETURN DOCUMENTS ARE AVAILABLE TO THE PUBLIC EITHER THROUGH WWW.GUIDESTAR.ORG OR UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04137172
IRS990/TotalAssetsEOYAmt04036539
IRS990/TotalAssetsGrp/BOYAmt04137172
IRS990/TotalAssetsGrp/EOYAmt04036539
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05909
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0310
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt094003
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0196739
IRS990/TotalFunctionalExpensesGrp/TotalAmt0291052
IRS990/TotalGrossUBIAmt0-15404
IRS990/TotalLiabilitiesBOYAmt06896
IRS990/TotalLiabilitiesEOYAmt06896
IRS990/TotalLiabilitiesGrp/BOYAmt06896
IRS990/TotalLiabilitiesGrp/EOYAmt06896
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04130276
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04029643
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0196739
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0219613
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0210118
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-15404
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04137172
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04036539
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,036,539
Liabilities
$6,896
Net assets
$4,029,643
Revenue
$210,118
Expenses
$291,052
Net income
-$80,934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.37$0.36
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.03$1.17$1.14
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.07$1.94$1.87
2016Detailed filing. Detailed filing data is available for this year.$3.31$0.01$3.30$0.18$0.88$0.71
2015Detailed filing. Detailed filing data is available for this year.$4.04$0.01$4.03$0.21$0.29$0.08
2014Summary only. Only limited summary data is available for this year.$4.14$0.01$4.13$0.57$0.28$0.28
2013Detailed filing. Detailed filing data is available for this year.$3.89$0.01$3.88$0.51$3.42$2.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.37$0.03$6.34$0.82
2011Summary only. Only limited summary data is available for this year.$6.46$0.25$6.21$0.64$1.32$0.67
2010Summary only. Only limited summary data is available for this year.$7.10$0.06$7.04$1.02$0.93$0.09