Civic Intelligence

Thousand Oaks Rotary Foundation

EIN 77-0297455 • 501(c)3 • Thousand Oaks, CA

Profile

To provide scholarship awards to individuals and grants to other non profit organizations.

PO Box 1225Thousand Oaks, CA 91358

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

54th percentile

0.03x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.22x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

56th percentile

6.0%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

41%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$960,387

Up $54,621 (+6.0%) from 2023

Liabilities

Down

$26,024

Down $13,170 (-34%) from 2023

Net Assets

Up

$934,363

Up $67,791 (+7.8%) from 2023

Operations
Liabilities / Revenue78th percentileNet Margin92nd percentile

Revenue

Up

$117,186

Up $34,044 (+41%) from 2023

Expenses

Down

$49,395

Down $48,074 (-49%) from 2023

Net Income

Up

$67,791

Up $82,118 (+573%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $390,023Liabilities 2011: $1,0002011Assets 2012: $478,953Liabilities 2012: $39,0672012Assets 2013: $516,258Liabilities 2013: $36,497Net Assets 2013: $479,7612013Assets 2014: $578,565Liabilities 2014: $47,011Net Assets 2014: $531,5542014Assets 2015: $632,679Liabilities 2015: $40,258Net Assets 2015: $592,4212015Assets 2016: $670,609Liabilities 2016: $49,223Net Assets 2016: $621,3862016Assets 2017: $683,551Liabilities 2017: $13,276Net Assets 2017: $670,2752017Assets 2018: $738,469Liabilities 2018: $14,394Net Assets 2018: $724,0752018Assets 2019: $825,421Liabilities 2019: $18,775Net Assets 2019: $806,6462019Assets 2020: $804,337Liabilities 2020: $7,699Net Assets 2020: $796,6382020Assets 2021: $842,798Liabilities 2021: $17,650Net Assets 2021: $825,1482021Assets 2022: $894,866Liabilities 2022: $13,967Net Assets 2022: $880,8992022Assets 2023: $905,766Liabilities 2023: $39,194Net Assets 2023: $866,5722023Assets 2024: $960,387Liabilities 2024: $26,024Net Assets 2024: $934,3632024

Highlighted filing

2024

Assets$960,387
Liabilities$26,024
Net Assets$934,363
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $132,531Expenses 2011: $119,705Net Income 2011: $12,8262011Revenue 2012: $125,197Expenses 2012: $74,334Net Income 2012: $50,8632012Revenue 2013: $139,524Expenses 2013: $99,649Net Income 2013: $39,8752013Revenue 2014: $132,028Expenses 2014: $80,235Net Income 2014: $51,7932014Revenue 2015: $157,668Expenses 2015: $96,801Net Income 2015: $60,8672015Revenue 2016: $123,413Expenses 2016: $94,448Net Income 2016: $28,9652016Revenue 2017: $177,823Expenses 2017: $128,934Net Income 2017: $48,8892017Revenue 2018: $147,271Expenses 2018: $93,471Net Income 2018: $53,8002018Revenue 2019: $189,986Expenses 2019: $107,415Net Income 2019: $82,5712019Revenue 2020: $174,365Expenses 2020: $184,373Net Income 2020: -$10,0082020Revenue 2021: $89,111Expenses 2021: $60,601Net Income 2021: $28,5102021Revenue 2022: $147,812Expenses 2022: $92,061Net Income 2022: $55,7512022Revenue 2023: $83,142Expenses 2023: $97,469Net Income 2023: -$14,3272023Revenue 2024: $117,186Expenses 2024: $49,395Net Income 2024: $67,7912024

Highlighted filing

2024

Revenue$117,186
Expenses$49,395
Net Income$67,791
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$960,387
Liabilities
$26,024
Net assets
$934,363
Revenue
$117,186
Expenses
$49,395
Net income
$67,791
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.60$0.26$9.34$1.17$0.49$0.68
2023Detailed filing. Detailed filing data is available for this year.$9.06$0.39$8.67$0.83$0.97$0.14
2022Detailed filing. Detailed filing data is available for this year.$8.95$0.14$8.81$1.48$0.92$0.56
2021Detailed filing. Detailed filing data is available for this year.$8.43$0.18$8.25$0.89$0.61$0.29
2020Detailed filing. Detailed filing data is available for this year.$8.04$0.08$7.97$1.74$1.84$0.10
2019Detailed filing. Detailed filing data is available for this year.$8.25$0.19$8.07$1.90$1.07$0.83
2018Detailed filing. Detailed filing data is available for this year.$7.38$0.14$7.24$1.47$0.93$0.54
2017Detailed filing. Detailed filing data is available for this year.$6.84$0.13$6.70$1.78$1.29$0.49
2016Detailed filing. Detailed filing data is available for this year.$6.71$0.49$6.21$1.23$0.94$0.29
2015Detailed filing. Detailed filing data is available for this year.$6.33$0.40$5.92$1.58$0.97$0.61
2014Summary only. Only limited summary data is available for this year.$5.79$0.47$5.32$1.32$0.80$0.52
2013Summary only. Only limited summary data is available for this year.$5.16$0.36$4.80$1.40$1.00$0.40
2012Summary only. Only limited summary data is available for this year.$4.79$0.39$1.25$0.74$0.51
2011Summary only. Only limited summary data is available for this year.$3.90$0.01$1.33$1.20$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$513,460
Mission and Program Overview

Mission

To provide scholarship awards to individuals and grants to other non profit organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$824,752$847,804▲ $23,052
Cash and Non-Interest-Bearing Accounts$76,146$112,883▲ $36,737
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Accounts Receivable$-300$-300→ $0
Total Assets$905,766$960,387▲ $54,621
Other Assets Total$5,168$0▼ $5,168
Liabilities
Deferred Revenue$38,144$24,974▼ $13,170
Accounts Payable and Accrued Expenses$1,050$1,050→ $0
Total Liabilities$39,194$26,024▼ $13,170
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$866,572$934,363▲ $67,791
Total Net Assets Fund Balance$866,572$934,363▲ $67,791
Total Liabilities and Net Assets / Fund Balance$905,766$960,387▲ $54,621

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$824,752-▲ $29,472-$847,805
2022$840,276-▼ $5,930$4,765$824,752
2021$791,643-▲ $54,046-$840,276
2020$763,965-▲ $32,412-$791,643
2019$736,186-▲ $32,044-$763,965
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Ken KossoffFdtn Comm Chair
Robert LewisPresident
David StowellBoard Member
Herb GoochBoard Member
John BradleyBoard Member
Judy St JohnBoard Member
Karen FurnariBoard Member
Martin AndersonBoard Member
Paul DrymanBoard Member
Roger BensonBoard Member
Susan MurataBoard Member
Vicky ArndtSecretary
David WenderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$96,385
Program Service Revenue
$0
Investment Income
$31,293
Other Revenue
$-10,492
All Other Contributions
$45,885
Change in Net Assets
$67,791
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$38,525
Other Expenses$10,870
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$33,025--$33,025
Fees for Service Investment Mgmnt Fees-$6,419-$6,419
Grants to Domestic Individuals$5,500--$5,500
Fees for Services Accounting-$4,345-$4,345
Other Expenses-$75-$75
Office Expenses-$31-$31
Total Functional Expenses$38,525$10,870$0$49,395
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ventura Cnty Special OlympicsVentura, CA-Special Olympics$20,525
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$44,911
Fundraising Gross Income$24,765
Gaming Gross Income$11,654
Gaming Direct Expenses$2,000
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Festival Fundraiser$75,265$24,765$18,040$6,725
Total Events$75,265$24,765$44,911$-20,146
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 35% controlled entity
No
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
No
Other officer compensation reviewed
No
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 B, Line 11B

“A copy of the form 990 is available to the board of directors for review. The form 990 is reviewed in detail by members of the board who have experience and knowledge about tax and financial maters.”

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

“Organization board of directors monitors the activity of the transactions to determine and prevent conflicts of interests.”

Form 990, Part VI, Section C, Line 19

“Thousand oaks rotary foundation provides public disclosure of its tax returns, financial statements, and governing documents upon request from the public.”

Filing and Contact Details

Filer

Filer Name
Thousand Oaks Rotary Foundation
EIN
77-0297455
Phone
8054979796
Address
PO BOX 1225, THOUSAND OAKS, CA 91358

Signing Officer

Name
David Wender
Title
Treasurer
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
100

Preparer

Firm
Wender and McLaine CPAs
Address
100 E Thousand Oaks Blvd Suite 196, Thousand Oaks, CA 91360
Preparer
David L Wender CPA
Phone
8054979796
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Other program services 4: rotary international foundation - global grants 2344496 projects.grant 2238178 other program services 5: rotary international foundation - grants for international projects.$5,000. Other program services 6: thousand oaks rotary club - provide funds for gold coast veterans foundation to purchase a van. Other program services 7: provide grants to the local ymca for their programs. Other program services 8: provide grants to the play conejo for their programs for youth. Other program services 9: provide grant for the new west symphony other program services 10: provide support for the k-9 for warriors”

Statement Note 1

“QUESTION 12a PART VI SECTION BTHERE HAVE BEEN NO ISSUES RAISED IN THE PAST HISTORY OF THE ORGANIZATION THROUGH JUNE 30, 2024 AND CURRENTLY THERE ARE NO CONFLICT OF INTEREST ISSUES. QUESTION 15b PART VI SECTION BTHE ORGANIZATION PAYS ONE OF ITS DIRECTOR'S A NOMINAL FEE TO PREPARE THE TAX RETURNS AND THEREFORE NO REVIEW AND APPROVAL BY AN INDEPENDENT PERSON IS PERFORMED. THE BOARD MAKES THIS DECISION.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The organization's goal is to build the endowment fund for future charitable donations. The future donations will be made for student scholarships and to other board determined qualifying 501(c)(3) non-profit organizations. Currently, the board's spending policy is equal to 3% of the average 12 quarters of the fair market value of the endowment fund determined at the end of its fiscal year.”

Raw XML AppendixShowing 400 of 546 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01050
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01050
IRS990/AccountsReceivableGrp/BOYAmt0-300
IRS990/AccountsReceivableGrp/EOYAmt0-300
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE SCHOLARSHIP AWARDS TO INDIVIDUALS AND GRANTS TO OTHER NON PROFIT ORGANIZATIONS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt045885
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0DAVID WENDER CPA
IRS990/BooksInCareOfDetail/PhoneNum08054979796
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 E THOUSAND OAKS BLVD STE 196
IRS990/BooksInCareOfDetail/USAddress/CityNm0THOUSAND OAKS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091360
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt076146
IRS990/CashNonInterestBearingGrp/EOYAmt0112883
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt050500
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt096385
IRS990/CYGrantsAndSimilarPaidAmt038525
IRS990/CYInvestmentIncomeAmt031293
IRS990/CYOtherExpensesAmt010870
IRS990/CYOtherRevenueAmt0-10492
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt067791
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt049395
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0117186
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt038144
IRS990/DeferredRevenueGrp/EOYAmt024974
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0VENTURA COUNTY SPECIAL OLYMPICS - TO PROVIDE FUNDS FOR SPECIAL OLYMPICS ACTIVITIES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt020525
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04345
IRS990/FeesForServicesAccountingGrp/TotalAmt04345
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06419
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06419
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
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/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm1MARTIN ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN BRADLEY
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL DRYMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4SUSAN MURATA
IRS990/Form990PartVIISectionAGrp/PersonNm5HERB GOOCH
IRS990/Form990PartVIISectionAGrp/PersonNm6KEN KOSSOFF
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID STOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm8JUDY ST JOHN
IRS990/Form990PartVIISectionAGrp/PersonNm9KAREN FURNARI
IRS990/Form990PartVIISectionAGrp/PersonNm10ROGER BENSON
IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID WENDER
IRS990/Form990PartVIISectionAGrp/PersonNm12VICKY ARNDT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6FDTN COMM CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt050500
IRS990/FundraisingDirectExpensesAmt044911
IRS990/FundraisingGrossIncomeAmt024765
IRS990/GainOrLossGrp/SecuritiesAmt0-1231
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt02000
IRS990/GamingGrossIncomeAmt011654
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt020525
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt05500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt05500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt033025
IRS990/GrantsToDomesticOrgsGrp/TotalAmt033025
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0348132
IRS990/GrossReceiptsAmt0513460
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt032524
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt032524
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0824752
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0847804
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0349363
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SCHOLARSHIP AWARDS TO INDIVIDUALS AND GRANTS TO OTHER NON PROFIT ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0866572
IRS990/NetAssetsOrFundBalancesEOYAmt0934363
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1231
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1231
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-20146
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-20146
IRS990/NetIncomeFromGamingGrp/ExclusionAmt09654
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt09654
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0866572
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0934363
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt031
IRS990/OfficeExpensesGrp/TotalAmt031
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05168
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt075
IRS990/OtherExpensesGrp/TotalAmt075
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0ROBERT LEWIS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIP AWARDS TO LOCAL AREA RESIDENTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05500
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE GRANT FOR THE NEW WEST SYMPHONY
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt05000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt089156
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt092610
IRS990/PYInvestmentIncomeAmt0-5930
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04859
IRS990/PYOtherRevenueAmt0-84
IRS990/PYRevenuesLessExpensesAmt0-14327
IRS990/PYTotalExpensesAmt097469
IRS990/PYTotalRevenueAmt083142
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt067791
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt096385
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt089156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt083172
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033822
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt089241
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0391776
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt032523
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt035467
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt054046
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt032412
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt032044
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0186492
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt032523
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0-5930
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt054600
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt024649
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt086511
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0192353
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt032523
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt035467
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt054046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt032412
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt032044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0186492
IRS990ScheduleA/InvestmentIncomeCYPct00.24200
IRS990ScheduleA/InvestmentIncomePYPct00.23110
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.75800
IRS990ScheduleA/PublicSupportPY509Pct00.76890
IRS990ScheduleA/PublicSupportTotal509Amt0584129
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0128908
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt083226
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0137772
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058471
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0175752
IRS990ScheduleA/Total509Grp/TotalAmt0584129
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0161431
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0118693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0191818
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt090883
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0207796
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0770621
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/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt06419
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0824752
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0847805
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt029472
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04829
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0840276
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0824752
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5930
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt04765
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt05413
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0791643
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0840276
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt054046
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04734

Document Assets

No mirrored PDF or thumbnail assets are attached yet.