Civic Intelligence

The Raintree Foundation

990PF • Fiscal year 2018 • EIN 77-0359291

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization Profile
1255 Franklin Ranch RoadGoleta, CA 93117

(805) 967-7964

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

17th percentile

-11%

Higher net margin than 17% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

23rd percentile

$32,962

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

31st percentile

-2.1%

Faster asset growth than 31% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

48%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$10,953,100

Down $233,309 (-2.1%) from 2017

Net Assets

Down

$10,952,982

Down $233,309 (-2.1%) from 2017

Liabilities

Flat

$118

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin17th percentile

Revenue

Up

$2,104,732

Up $682,507 (+48%) from 2017

Expenses

Up

$2,338,041

Up $138,685 (+6.3%) from 2017

Net Income

Up

-$233,309

Up $543,822 (+70%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$15M$10M$5.0M$0Assets 2010: $12,206,808Liabilities 2010: $0Net Assets 2010: $12,206,8082010Assets 2011: $12,111,210Liabilities 2011: $02011Assets 2012: $12,307,922Liabilities 2012: $12012Assets 2013: $12,616,237Liabilities 2013: $2,566Net Assets 2013: $12,613,6712013Assets 2014: $12,965,600Liabilities 2014: $0Net Assets 2014: $12,965,6002014Assets 2015: $12,448,226Liabilities 2015: $0Net Assets 2015: $12,448,2262015Assets 2016: $11,963,540Liabilities 2016: $118Net Assets 2016: $11,963,4222016Assets 2017: $11,186,409Liabilities 2017: $118Net Assets 2017: $11,186,2912017Assets 2018: $10,953,100Liabilities 2018: $118Net Assets 2018: $10,952,9822018Assets 2019: $10,255,975Liabilities 2019: $118Net Assets 2019: $10,255,8572019Assets 2020: $9,252,525Liabilities 2020: $682Net Assets 2020: $9,251,8432020Assets 2021: $8,385,968Liabilities 2021: $569Net Assets 2021: $8,385,3992021Assets 2022: $7,234,097Liabilities 2022: $564Net Assets 2022: $7,233,5332022Assets 2023: $5,910,657Liabilities 2023: $561Net Assets 2023: $5,910,0962023Assets 2024: $6,083,611Liabilities 2024: $61Net Assets 2024: $6,083,5502024

Highlighted filing

2018

Assets$10,953,100
Liabilities$118
Net Assets$10,952,982
Open 2018 Filing

Operations Trend

Revenue Growth87th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $1,141,1632010Revenue 2011: $1,076,347Expenses 2011: $1,086,844Net Income 2011: -$10,4972011Revenue 2012: $1,096,132Expenses 2012: $1,330,259Net Income 2012: -$234,1272012Revenue 2013: $1,676,497Expenses 2013: $1,489,058Net Income 2013: $187,4392013Revenue 2014: $2,371,089Expenses 2014: $1,926,200Net Income 2014: $444,8892014Revenue 2015: $1,745,775Expenses 2015: $2,263,149Net Income 2015: -$517,3742015Revenue 2016: $1,531,254Expenses 2016: $1,896,011Net Income 2016: -$364,7572016Revenue 2017: $1,422,225Expenses 2017: $2,199,356Net Income 2017: -$777,1312017Revenue 2018: $2,104,732Expenses 2018: $2,338,041Net Income 2018: -$233,3092018Revenue 2019: $1,574,537Expenses 2019: $2,271,662Net Income 2019: -$697,1252019Revenue 2020: $885,203Expenses 2020: $1,889,217Net Income 2020: -$1,004,0142020Revenue 2021: $1,181,664Expenses 2021: $2,048,108Net Income 2021: -$866,4442021Revenue 2022: $491,153Expenses 2022: $1,643,019Net Income 2022: -$1,151,8662022Revenue 2023: $12,234Expenses 2023: $1,335,671Net Income 2023: -$1,323,4372023Revenue 2024: $1,444,724Expenses 2024: $1,271,270Net Income 2024: $173,4542024

Highlighted filing

2018

Revenue$2,104,732
Expenses$2,338,041
Net Income-$233,309
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLICOTT MILLIONSecretaryPT$32,962-$32,962
JAMES A FRANKPresident/CFOPT$0--
JESSICA FRANKVice President-$0--
Filing and Contact Details

Filer

Filer Name
Raintree Foundation
EIN
77-0359291
Phone
8059677964
Address
1255 FRANKLIN RANCH ROAD, GOLETA, CA 93117

Signing Officer

Name
Ellicot Million
Title
President/CFO
Phone
8059677964
Signed
2019-11-14
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 987 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0GOLDMAN SACHS #4315 - CONCENTRATED GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1GOLDMAN SACHS #4307 - STRATEGIC VALUE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5TCW #7333 - RELATIVE VALUE
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CYPRESS PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GS #5737- ADVISORY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GS #5737- CAUSEWAY INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GS #5737- STATE STREET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GS #4307- STRATEGIC VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GS #4315- CONCENTRATED GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6TCW #1004- SECURITIZED OPPORTUNITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7UBS EQUITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8TCW #7333- SELECT EQUITIES FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9TCW #7333- RELATIVE VALUE LARGE CAP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10GAIN IN REDEMPTION- TCW #7333 CORE FIXED INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11GAIN IN REDEMPTION- TCW #7333 EMERGING MARKETS INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12GAIN IN REDEMPTION- TCW #7333 SELECT EQUITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13SETTLEMENT INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14GAIN IN REDEMPTION- #7333 TCW FOCUS EQUITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CYPRESS PARTNERS - UBTI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01869373
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-233309
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010952982
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011186291
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010952982
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0573902
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0573902
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0573902
IRS990PF/DistributableAmountGrp/IncomeTaxAmt06525
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0599886
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt019459
IRS990PF/DistributableAmountGrp/TotalTaxAmt025984
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03858
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt08500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt019459
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt019459
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt019459
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt07105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012358
IRS990PF/FMVAssetsEOYAmt010682519
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt011186291
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt010952982
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0943402
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0875848
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0828628
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07520724
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07135493
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06439885
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02669268
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02865944
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03338191
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0118
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0118
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt053015
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt075815
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt075815
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011186409
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010953100
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010682519
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0118
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0118
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011186409
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010953100
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011186291
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010952982
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012180434
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0158587
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09899847
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0182707
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02122000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0599886
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011997727
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012180434
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt232962
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES A FRANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JESSICA FRANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ELLICOTT MILLION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01255 FRANKLIN RANCH ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11255 FRANKLIN RANCH ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21255 FRANKLIN RANCH ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GOLETA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GOLETA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2GOLETA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd293117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01444706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01464165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02075028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01698172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02053486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01610412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01344584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.120415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.158257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.127352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.135044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.096770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.084650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt019459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt011997727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt013111800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt013334465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt015206076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt016641727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt015884052
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02208571
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.602073
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02189112
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02208571
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt019459
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02208571
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ELLICOTT MILLION
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01255 FRANKLIN RANCH ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GOLETA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093117
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08059677964
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER FORM, INCLUDING EXEMPT STATUS AND SOCIAL VALUE OF PROGRAM FOR WHICH THE GRANT IS BEING REQUESTED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JAMES A FRANK PRESIDENTCFO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08059677964
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01255 FRANK RANCH ROAD

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,953,100
Liabilities
$118
Net assets
$10,952,982
Revenue
$2,104,732
Expenses
$2,338,041
Net income
-$233,309
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$1.44$1.27$0.17
2023Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.01$1.34$1.32
2022Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.49$1.64$1.15
2021Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$1.18$2.05$0.87
2020Detailed filing. Detailed filing data is available for this year.$9.25$0.00$9.25$0.89$1.89$1.00
2019Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$1.57$2.27$0.70
2018Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$2.10$2.34$0.23
2017Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$1.42$2.20$0.78
2016Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$1.53$1.90$0.36
2015Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.75$2.26$0.52
2014Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$2.37$1.93$0.44
2013Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.68$1.49$0.19
2012Summary only. Only limited summary data is available for this year.$12.3$0.00$1.10$1.33$0.23
2011Summary only. Only limited summary data is available for this year.$12.1$0.00$1.08$1.09$0.01
2010Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$1.14