Civic Intelligence

James S Bower Foundation

990PF • Fiscal year 2017 • EIN 77-0229243

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

Organization Profile

View Organization Page

26 West Micheltorena StSanta Barbara, CA 93101

(805) 564-8814

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

13th percentile

0.02x

Higher debt load relative to revenue than 13% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

42nd percentile

1.7%

Higher net margin than 42% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$273,591

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

65th percentile

8.9%

Faster asset growth than 65% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

50%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$71,453,556

Up $5,831,708 (+8.9%) from 2016

Net Assets

Up

$71,395,326

Up $5,920,409 (+9.0%) from 2016

Liabilities

Down

$58,230

Down $88,701 (-60%) from 2016

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin42nd percentile

Revenue

Up

$3,163,513

Up $1,053,751 (+50%) from 2016

Expenses

Up

$3,111,089

Up $21,228 (+0.7%) from 2016

Net Income

Up

$52,424

Up $1,032,523 (+105%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$100M$50M$0Assets 2011: $53,157,428Liabilities 2011: $12,8262011Assets 2012: $56,194,325Liabilities 2012: $38,352Net Assets 2012: $56,155,9732012Assets 2013: $59,888,183Liabilities 2013: $230,213Net Assets 2013: $59,657,9702013Assets 2014: $59,238,214Liabilities 2014: $183,465Net Assets 2014: $59,054,7492014Assets 2015: $65,133,614Liabilities 2015: $31,216Net Assets 2015: $65,102,3982015Assets 2016: $65,621,848Liabilities 2016: $146,931Net Assets 2016: $65,474,9172016Assets 2017: $71,453,556Liabilities 2017: $58,230Net Assets 2017: $71,395,3262017Assets 2018: $65,625,858Liabilities 2018: $354,536Net Assets 2018: $65,271,3222018Assets 2019: $71,269,781Liabilities 2019: $51,532Net Assets 2019: $71,218,2492019Assets 2020: $91,586,664Liabilities 2020: $64,537Net Assets 2020: $91,522,1272020Assets 2021: $96,825,144Liabilities 2021: $221,416Net Assets 2021: $96,603,7282021Assets 2022: $82,570,902Liabilities 2022: $317,273Net Assets 2022: $82,253,6292022Assets 2023: $86,066,816Liabilities 2023: $87,6802023Assets 2024: $89,017,606Liabilities 2024: $103,144Net Assets 2024: $88,914,4622024

Highlighted filing

2017

Assets$71,453,556
Liabilities$58,230
Net Assets$71,395,326
Open 2017 Filing

Operations Trend

Revenue Growth87th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2011: -$2,996,833Expenses 2011: $3,567,530Net Income 2011: -$6,564,3632011Expenses 2012: $3,262,4082012Revenue 2013: $2,284,553Expenses 2013: $3,179,999Net Income 2013: -$895,4462013Revenue 2014: $2,498,335Expenses 2014: $2,675,556Net Income 2014: -$177,2212014Revenue 2015: $2,713,125Expenses 2015: $2,845,900Net Income 2015: -$132,7752015Revenue 2016: $2,109,762Expenses 2016: $3,089,861Net Income 2016: -$980,0992016Revenue 2017: $3,163,513Expenses 2017: $3,111,089Net Income 2017: $52,4242017Revenue 2018: $3,949,259Expenses 2018: $3,661,539Net Income 2018: $287,7202018Revenue 2019: $3,490,234Expenses 2019: $3,680,915Net Income 2019: -$190,6812019Revenue 2020: $2,992,640Expenses 2020: $4,161,071Net Income 2020: -$1,168,4312020Revenue 2021: $11,708,383Expenses 2021: $4,237,860Net Income 2021: $7,470,5232021Revenue 2022: $7,056,112Expenses 2022: $5,135,166Net Income 2022: $1,920,9462022Revenue 2023: $2,637,099Expenses 2023: $4,331,922Net Income 2023: -$1,694,8232023Revenue 2024: $2,747,828Expenses 2024: $4,501,758Net Income 2024: -$1,753,9302024

Highlighted filing

2017

Revenue$3,163,513
Expenses$3,111,089
Net Income$52,424
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON CLARKPresidentFT$210,315$63,276$273,591
HARVEY BOTTELSENChairmanPT$60,081$5,726$65,807
CHRISTOPHER A JACOBSSecretary-$30,000-$30,000
DAVID ALVARADOTreasurer-$30,000-$30,000
Filing and Contact Details

Filer

Filer Name
James S Bower Foundation
EIN
77-0229243
Phone
8055648814
Address
26 WEST MICHELTORENA ST, SANTA BARBARA, CA 93101

Signing Officer

Name
Jon Clark
Title
President
Phone
8055648814
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Damitz Brooks Nightingale
Address
200 EAST CARRILLO STREET SUITE 303, SANTA BARBARA, CA 93101
Preparer
Catherine Macaulay
Phone
8059631837
Raw XML AppendixShowing 400 of 1,300 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20STUDIO CONSTRUCTION
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DistributionFromCorpusElection/ElectionDesc0PURUSANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: ___________________________________
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THE FOUNDATION UTILIZES THE SERVICES OF THE CPA FIRM SCHMIDTCHEN, ALVARADO, & CO. FOR ACCOUNTING AND TAX CONSULTING; MR. ALVARADO IS A PRINCIPAL OF THE ACCOUNTING FIRM AND THE TREASURER OF THE FOUNDATION. FOR THESE SERVICES THE FOUNDATION PAYS THE USUAL AND CUSTOMARY FEES AS BILLED TO IT BY THIS ENTITY.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MFS INTL VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6VANGUARD DEVELOPED MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VANGUARD DIV APPR IDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VANGUARD 500 INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9DOUBLELINE TOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD SHORT TERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD TOTAL BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12TEMPLETON GLOBAL BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13DFA INTL SMALL CO PORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ISHARES CURRENCY HEDGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15JACKSON SQUARE SMID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16LSV SMALL CAP VALUE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt07520758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13210652
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23065872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32782352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42847122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53217736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61694925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71627238
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt811156262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt91459404
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101983665
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112968897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121260689
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt132253450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt142362336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt151032774
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16935626
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0861952
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01663854
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01262
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0632828
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt03617
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03163513
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03163513
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt015329
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06570
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt021899
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01028298
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0274148
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt055852
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0330396
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02336500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02357000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt021731
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0861952
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0861952
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt052424
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0632828
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0632828
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06997461
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01262
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01262
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03741
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0416
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt04157
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01663854
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02322441
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0632828
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt055734
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt02938
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt058758
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0101770
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05174
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0106944
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt03617
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03617
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt03809
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0101632
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0105441
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt016034
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt01886
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt017920
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt016474
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt031048
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt086838
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02823544
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0205516
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03111089
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02527957
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03163513
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0487044
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0205516
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0754089
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13849856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22115957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-3350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2809568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4218801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-3350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2809568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4218801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14659424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22115957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3218801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAROUSEL RANCH, LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12151 MICHELSON, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB #1315-7784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAROUSEL RANCH, LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,453,556
Liabilities
$58,230
Net assets
$71,395,326
Revenue
$3,163,513
Expenses
$3,111,089
Net income
$52,424
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.0$0.10$88.9$2.75$4.50$1.75
2023Summary only. Only limited summary data is available for this year.$86.1$0.09$2.64$4.33$1.69
2022Detailed filing. Detailed filing data is available for this year.$82.6$0.32$82.3$7.06$5.14$1.92
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$96.8$0.22$96.6$11.7$4.24$7.47
2020Detailed filing. Detailed filing data is available for this year.$91.6$0.06$91.5$2.99$4.16$1.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.3$0.05$71.2$3.49$3.68$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.6$0.35$65.3$3.95$3.66$0.29
2017Detailed filing. Detailed filing data is available for this year.$71.5$0.06$71.4$3.16$3.11$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.6$0.15$65.5$2.11$3.09$0.98
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.1$0.03$65.1$2.71$2.85$0.13
2014Detailed filing. Detailed filing data is available for this year.$59.2$0.18$59.1$2.50$2.68$0.18
2013Detailed filing. Detailed filing data is available for this year.$59.9$0.23$59.7$2.28$3.18$0.90
2012Detailed filing. Detailed filing data is available for this year.$56.2$0.04$56.2$3.26
2011Summary only. Only limited summary data is available for this year.$53.2$0.01$3.00$3.57$6.56