Civic Intelligence

The Kavli Foundation

990PF • Fiscal year 2016 • EIN 77-0560142

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

5715 Mesmer AvenueLos Angeles, CA 90230

(424) 353-8800

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.10x

Higher debt load relative to assets than 23% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

1.56x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Net Margin

56th percentile

6.2%

Higher net margin than 56% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

51st percentile

$653,015

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2016 filings • $250M-$1B nonprofits • Source year 2016

Asset Growth

49th percentile

2.8%

Faster asset growth than 49% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-8.9%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Assets

Up

$617,810,139

Up $16,925,443 (+2.8%) from 2015

Net Assets

Up

$557,626,180

Up $13,531,472 (+2.5%) from 2015

Liabilities

Up

$60,183,959

Up $3,393,971 (+6.0%) from 2015

Revenue

Down

$38,660,813

Down $3,777,570 (-8.9%) from 2015

Expenses

Down

$36,252,936

Down $18,136,138 (-33%) from 2015

Net Income

Up

$2,407,877

Up $14,358,568 (+120%) from 2015

Historical Trend

Balance Sheet Trend

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

$800M$600M$400M$200M$0Assets 2011: $145,185,710Liabilities 2011: $21,744,590Net Assets 2011: $123,441,1202011Assets 2012: $162,441,971Liabilities 2012: $21,705,018Net Assets 2012: $140,736,9532012Assets 2013: $568,142,109Liabilities 2013: $28,724,099Net Assets 2013: $539,418,0102013Assets 2014: $599,530,283Liabilities 2014: $27,849,625Net Assets 2014: $571,680,6582014Assets 2015: $600,884,696Liabilities 2015: $56,789,988Net Assets 2015: $544,094,7082015Assets 2016: $617,810,139Liabilities 2016: $60,183,959Net Assets 2016: $557,626,1802016Assets 2017: $652,144,820Liabilities 2017: $58,999,935Net Assets 2017: $593,144,8852017Assets 2018: $630,199,731Liabilities 2018: $66,385,900Net Assets 2018: $563,813,8312018Assets 2019: $660,487,921Liabilities 2019: $51,181,274Net Assets 2019: $609,306,6472019Assets 2020: $637,506,324Liabilities 2020: $67,874,956Net Assets 2020: $569,631,3682020Assets 2021: $672,190,947Liabilities 2021: $82,617,9962021Assets 2022: $588,327,587Liabilities 2022: $86,901,452Net Assets 2022: $501,426,1352022Assets 2023: $595,602,528Liabilities 2023: $88,993,2342023Assets 2024: $604,090,789Liabilities 2024: $96,954,916Net Assets 2024: $507,135,8732024

Highlighted filing

2016

Assets$617,810,139
Liabilities$60,183,959
Net Assets$557,626,180

Operations Trend

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

$600M$400M$200M$0-$200MExpenses 2011: $15,549,9272011Expenses 2012: $12,931,5162012Revenue 2013: $410,096,767Expenses 2013: $19,412,617Net Income 2013: $390,684,1502013Revenue 2014: $96,345,038Expenses 2014: $17,605,451Net Income 2014: $78,739,5872014Revenue 2015: $42,438,383Expenses 2015: $54,389,074Net Income 2015: -$11,950,6912015Revenue 2016: $38,660,813Expenses 2016: $36,252,936Net Income 2016: $2,407,8772016Revenue 2017: $52,131,517Expenses 2017: $31,727,410Net Income 2017: $20,404,1072017Revenue 2018: $30,590,807Expenses 2018: $45,322,180Net Income 2018: -$14,731,3732018Revenue 2019: $59,708,443Expenses 2019: $23,747,968Net Income 2019: $35,960,4752019Revenue 2020: $3,680,027Expenses 2020: $49,100,967Net Income 2020: -$45,420,9402020Revenue 2021: $63,900,227Expenses 2021: $48,985,003Net Income 2021: $14,915,2242021Revenue 2022: $27,226,049Expenses 2022: $25,451,459Net Income 2022: $1,774,5902022Revenue 2023: $8,283,789Expenses 2023: $37,453,293Net Income 2023: -$29,169,5042023Revenue 2024: $31,441,928Expenses 2024: $41,925,144Net Income 2024: -$10,483,2162024

Highlighted filing

2016

Revenue$38,660,813
Expenses$36,252,936
Net Income$2,407,877
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT CONNPresident/CEOFT$587,807$65,208$653,015
DAVID VALENTINECFO/VP Of FinanceFT$196,592$50,739$247,331
ROCKELL N HANKINChairman-$67,000-$67,000
DOUGLAS K FREEMANSecretary/ Director/Inv. Committee-$37,000-$37,000
THOMAS E EVERHARTDirector/Investment Committee-$29,500-$29,500
GUNNAR NILSENDirector/ Investment Committee-$29,500-$29,500
RICHARD MESERVEDirector/ Investment Committee-$28,000-$28,000
MARY SUE COLEMANDirector-$27,500-$27,500
HENRY YANGDirector-$17,500-$17,500
CORWIN CORPUZInvestment Committee-$9,500-$9,500
Filing and Contact Details

Filer

Filer Name
The Kavli Foundation
EIN
77-0560142
Phone
4243538800
Address
5715 MESMER AVENUE, LOS ANGELES, CA 90230

Signing Officer

Name
David Valentine
Title
CFO/VP of Finance
Phone
4243538800
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Karen Gries
Phone
6123764500
Raw XML AppendixShowing 400 of 1,850 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-145671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31342725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt099121857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11342725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAINS - PARTNERSHIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GAIN ON SALE OF SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LOSS ON GOLD BULLION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014627328
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02407877
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt011123595
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0557626180
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0544094708
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0557626180
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt025600695
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt025600695
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt025600695
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt025933780
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0333085
IRS990PF/DistributableAmountGrp/TotalTaxAmt0333085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0258915
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0592000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0333085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0258915
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0333085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0333085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0592000
IRS990PF/FMVAssetsEOYAmt0617810539
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0686184
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0433789
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0955
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt04620
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0955
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0955
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt014894
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0285641
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0285641
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03222287
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0797243
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0797243
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt075279875
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt036640834
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt036640834
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt055590227
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt058280853
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0762640
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt09732461
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0262538
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt012980344
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt09113761
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt08969821
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt08970221
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0108624
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt012717806
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt012717806
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01333025
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0441987
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0441987
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0205167658
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0371600828
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0371600828
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0513577
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01469317
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblAmt0153762034
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblBOYAmt0283170710
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYAmt0153762034
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYFMVAmt0153762034
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt042049
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt074836
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt074836
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023427193
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt032518154
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt032518154
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0600884696
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0617810139
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0617810539
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt056789988
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt060183959
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0600884696
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0617810139
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0544094708
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0557626180
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0544094708
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0557626180
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0526574221
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0315065987
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt036213940
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07898613
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0175294294
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt025933780
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0518675608
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0526574221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0317461
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1178893
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2168954
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3154718
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4128334
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt046325
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt137780
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt229516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt35106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt430486
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt07000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt322469
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0MIYOUNG CHUN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1JAMES COHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2CHRISTOPHER MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3ERIC MARSHALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4NADINE STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0EVP OF SCIENCE PROGR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1DIRECTOR OF COMMUNIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2SCIENCE PROGRAM OFFI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3VP OF PPP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4KAVLI PRIZE OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt05715 MESMER AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt15715 MESMER AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt25715 MESMER AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt35715 MESMER AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt45715 MESMER AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd090230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd190230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd290230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd390230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd490230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0THE ENDOWMENT OFFICE INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1MADWELL LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2LOEB & LOEB LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3BEITLER & ASSOCIATES INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4GIVING DATA LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0251244
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1181968
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2152744
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt392250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt485050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGER -
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1BRAIN INITIATIVE ALLIANCE WEBSITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2LEGAL SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3BROKER COMMISSSION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4GRANTS MANAGEMENT SYSTEM - IMPLEMENTATION & SUBSCRIPTION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01165 COLUMBINE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1243 BOERUM ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt210100 SANTA MONICA BLVD STE 2200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3825 S BARRINGTON AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt4PO BOX 300737
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SALINA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1BROOKLYN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm4BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd067401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd111206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd290067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd390049
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd402130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$604$97.0$507$31.4$41.9$10.5
2023Summary only. Only limited summary data is available for this year.$596$89.0$8.28$37.5$29.2
2022Detailed filing. Detailed filing data is available for this year.$588$86.9$501$27.2$25.5$1.77
2021Summary only. Only limited summary data is available for this year.$672$82.6$63.9$49.0$14.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$638$67.9$570$3.68$49.1$45.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$660$51.2$609$59.7$23.7$36.0
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$630$66.4$564$30.6$45.3$14.7
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$652$59.0$593$52.1$31.7$20.4
2016Detailed filing. Detailed filing data is available for this year.$618$60.2$558$38.7$36.3$2.41
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$601$56.8$544$42.4$54.4$12.0
2014Detailed filing. Detailed filing data is available for this year.$600$27.8$572$96.3$17.6$78.7
2013Detailed filing. Detailed filing data is available for this year.$568$28.7$539$410$19.4$391
2012Detailed filing. Detailed filing data is available for this year.$162$21.7$141$12.9
2011Detailed filing. Detailed filing data is available for this year.$145$21.7$123$15.5
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