Civic Intelligence

La Centra-Sumerlin Foundation

990PF • Fiscal year 2020 • EIN 77-0416683

Dec 01, 2019 to Nov 30, 2020 • Filed on Oct 15, 2021

Organization Profile
PO Box 5609Santa Barbara, CA 93150-5625

(805) 969-9292

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

97th percentile

93%

Higher net margin than 97% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

97th percentile

141%

Faster asset growth than 97% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

525%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$9,666,932

Up $5,652,661 (+141%) from 2019

Net Assets

Up

$9,666,932

Up $5,652,661 (+141%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin97th percentile

Revenue

Up

$6,046,697

Up $5,079,875 (+525%) from 2019

Expenses

Up

$394,036

Up $101,216 (+35%) from 2019

Net Income

Up

$5,652,661

Up $4,978,659 (+739%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$40M$30M$20M$10M$0Assets 2011: $2,760,014Liabilities 2011: $02011Assets 2012: $2,959,669Liabilities 2012: $02012Assets 2013: $3,216,806Liabilities 2013: $02013Assets 2014: $3,912,107Liabilities 2014: $02014Assets 2015: $4,026,322Liabilities 2015: $02015Assets 2016: $3,782,472Liabilities 2016: $0Net Assets 2016: $3,782,4722016Assets 2017: $3,585,608Liabilities 2017: $0Net Assets 2017: $3,585,6082017Assets 2018: $3,340,269Liabilities 2018: $0Net Assets 2018: $3,340,2692018Assets 2019: $4,014,271Liabilities 2019: $0Net Assets 2019: $4,014,2712019Assets 2020: $9,666,932Liabilities 2020: $0Net Assets 2020: $9,666,9322020Assets 2021: $22,074,654Liabilities 2021: $0Net Assets 2021: $22,074,6542021Assets 2022: $23,655,418Liabilities 2022: $0Net Assets 2022: $23,655,4182022Assets 2023: $30,396,602Liabilities 2023: $0Net Assets 2023: $30,396,6022023Assets 2024: $36,178,366Liabilities 2024: $16,762Net Assets 2024: $36,161,6042024

Highlighted filing

2020

Assets$9,666,932
Liabilities$0
Net Assets$9,666,932
Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $428,793Expenses 2011: $201,801Net Income 2011: $226,9922011Revenue 2012: $421,739Expenses 2012: $222,084Net Income 2012: $199,6552012Revenue 2013: $428,763Expenses 2013: $171,626Net Income 2013: $257,1372013Revenue 2014: $897,257Expenses 2014: $201,956Net Income 2014: $695,3012014Revenue 2015: $384,232Expenses 2015: $270,017Net Income 2015: $114,2152015Revenue 2016: -$2,414Expenses 2016: $241,436Net Income 2016: -$243,8502016Revenue 2017: $46,050Expenses 2017: $242,914Net Income 2017: -$196,8642017Revenue 2018: $24,309Expenses 2018: $269,648Net Income 2018: -$245,3392018Revenue 2019: $966,822Expenses 2019: $292,820Net Income 2019: $674,0022019Revenue 2020: $6,046,697Expenses 2020: $394,036Net Income 2020: $5,652,6612020Revenue 2021: $16,958,360Expenses 2021: $4,550,638Net Income 2021: $12,407,7222021Revenue 2022: $9,034,857Expenses 2022: $7,454,093Net Income 2022: $1,580,7642022Revenue 2023: $9,701,719Expenses 2023: $2,960,535Net Income 2023: $6,741,1842023Revenue 2024: $8,613,023Expenses 2024: $2,848,021Net Income 2024: $5,765,0022024

Highlighted filing

2020

Revenue$6,046,697
Expenses$394,036
Net Income$5,652,661
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Oct 15, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
M DUCAPresident/Treasurer-$0--
S DUCAVice President-$0--
C M COONEYSecretary-$0--
L DUCADirector-$0--
M DUCADirector-$0--
Filing and Contact Details

Filer

Filer Name
La Centra-sumerlin Foundation
EIN
77-0416683
Phone
8059699292
Address
PO BOX 5609, SANTA BARBARA, CA 93150-5625

Signing Officer

Name
Michael Cooney
Title
Secretary
Phone
8059699292
Signed
2021-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Bartlett Pringle & Wolf Llp
Address
1123 CHAPALA ST PO BOX 90860, SANTA BARBARA, CA 93190-0860
Preparer
Eileen F Sheridan
Phone
8059637811
Raw XML AppendixShowing 400 of 1,009 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTANT FEES
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0CONDUIT ELECTION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ELECTION TO TREAT QUALIFYING DISTRIBUTION AS BEING MADE OUT OF THE UNDISTRIBUTED INCOME OF A DESIGNATED PRIOR TAX YEAR OR OUT OF CORPUS UNDER TREAS. REG. SEC. 53.4942(A)-3(D)(2)THE LA CENTRA-SUMERLIN FOUNDATION (THE "FOUNDATION") DECLARES THAT IT IS MAKING AN ELECTION UNDER TREAS. REG. SEC. 53.4942(A)-3(D)(2) TO TREAT ITS QUALIFYING DISTRIBUTION FOR THE TAX YEAR ENDING NOVEMBER 30, 2020 AS SET FORTH BELOW.THE FOUNDATION MADE QUALIFIED DISTRIBUTIONS IN THE AMOUNT OF $298,000 DURING THE TAX YEAR ENDING NOVEMBER 30, 2020, AND ADDITIONAL QUALIFIED DISTRIBUTIONS IN THE AMOUNT OF $3,193,500 BETWEEN DECEMBER 1, 2020 AND FEBRUARY 15, 2021, RESULTING IN TOTAL QUALIFIED DISTRIBUTIONS OF $3,491,500.THE QUALIFIED DISTRIBUTIONS WERE MADE FROM THE UNDISTRIBUTED INCOME OF THE IMMEDIATELY PRECEDING TAX YEAR ENDING NOVEMBER 30, 2019 IN THE AMOUNT OF $262,242, DISTRIBUTABLE INCOME FOR THE TAX YEAR ENDING NOVEMBER 30, 2020 IN THE AMOUNT OF $498,785, AND OUT OF CORPUS IN THE AMOUNT OF $2,641,011. THE FOUNDATION MADE QUALIFIED DISTRIBUTIONS IN EXCESS OF THE AMOUNT REQUIRED TO BE DISTRIBUTED UNDER THIS ELECTION AND THE AMOUNT OF THE EXCESS DISTRIBUTION IS $89,462. THIS EXCESS DISTRIBUTION AMOUNT WILL BE CARRIED FORWARD AND APPLIED AGAINST THE FOUNDATION'S DISTRIBUTABLE AMOUNT FOR THE TAX YEAR ENDING NOVEMBER 30, 2021.THE CONDUIT ELECTION SIGNED BY AN OFFICER OF THE LA CENTRA-SUMERLIN FOUNDATION IS BEING MAILED TO THE IRS SERVICE CENTER IN OGDEN, UTAH. THIS ELECTION CONTAINS THE EXPLANATION LISTED ABOVE.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt102650000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11429176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12216473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13844904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt141029850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt151632100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16651586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17887170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18828514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0US TREASURY BILL 0.00%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1US TREASURY BILL 0.00%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2US TREASURY BILL 0.00%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3US TREASURY BILL 0.00%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4US TREASURY BILL 0.00%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5US TREASURY BILL 0.00%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6US TREASURY BILL 0.00%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7US TREASURY BILL 0.00%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8US TREASURY BILL 0.00%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9US TREASURY BILL 0.00%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10US TREASURY BILL 0.00%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc115,210 SHS CROWDSTRIKE HOLDINGS, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc122,090 SHS DATADOG, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc133,160 SHS ZOOM VIDEO COMMUNICATIONS, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1411,770 SHS ABBVIE, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151,113 SHS ALPHABET, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1614,375 SHS SMARTSHEET, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17605 SHS ALPHABET, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18565 SHS ALPHABET, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142020-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152020-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162020-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172020-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182020-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05030113
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05652661
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09666932
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04014271
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09666932
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0498785
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0498785
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0498785
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0599304
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0100519
IRS990PF/DistributableAmountGrp/TotalTaxAmt0100519
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt012498
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt017720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt095300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0100519
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012498
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0100519
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0100519
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0113020
IRS990PF/FMVAssetsEOYAmt015595117
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01059258
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02675619
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08603145
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0298
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0298
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0298
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04014271
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09666932
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01513422
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0242463
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0242463
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04014271
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09666932
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015595117
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04014271
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09666932
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04014271
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09666932
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01441293
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt06748552
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt06749211
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012168615
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05541598
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06625586
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0182529
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01431
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0599304
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011986086
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012168615
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0M DUCA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1S DUCA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2C M COONEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3L DUCA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4M DUCA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 5609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 5609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 5609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 5609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 5609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd293150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd393150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd493150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0549754
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0600013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0248731
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0239000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0209858
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0196000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0211991
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.036549
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt050259
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt011986086
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06805421
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04963611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04483468
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04239898
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04108718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0299000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.229329
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0299000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0299000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0299000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,666,932
Liabilities
$0
Net assets
$9,666,932
Revenue
$6,046,697
Expenses
$394,036
Net income
$5,652,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.2$0.02$36.2$8.61$2.85$5.77
2023Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$9.70$2.96$6.74
2022Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$9.03$7.45$1.58
2021Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$17.0$4.55$12.4
2020Detailed filing. Detailed filing data is available for this year.$9.67$0.00$9.67$6.05$0.39$5.65
2019Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.97$0.29$0.67
2018Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.02$0.27$0.25
2017Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.05$0.24$0.20
2016Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.00$0.24$0.24
2015Summary only. Only limited summary data is available for this year.$4.03$0.00$0.38$0.27$0.11
2014Summary only. Only limited summary data is available for this year.$3.91$0.00$0.90$0.20$0.70
2013Summary only. Only limited summary data is available for this year.$3.22$0.00$0.43$0.17$0.26
2012Summary only. Only limited summary data is available for this year.$2.96$0.00$0.42$0.22$0.20
2011Summary only. Only limited summary data is available for this year.$2.76$0.00$0.43$0.20$0.23