Civic Intelligence

Love Serve Remember Foundation

990 • Fiscal year 2023 • EIN 80-0308502

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

226 W Ojai Ave Suite 101 531Ojai, CA 93023

(888) 663-7770

Siviq Scores

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

Liabilities / Assets

60th percentile

0.13x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.05x

Higher debt load relative to revenue than 40% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

26th percentile

-7.6%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

86th percentile

$165,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

9th percentile

-15%

Faster asset growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

2.0%

Faster revenue growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$950,188

Down $174,194 (-15%) from 2022

Net Assets

Down

$824,904

Down $102,671 (-11%) from 2022

Liabilities

Down

$125,284

Down $71,523 (-36%) from 2022

Revenue

Up

$2,781,775

Up $54,621 (+2.0%) from 2022

Expenses

Down

$2,992,272

Down $94,517 (-3.1%) from 2022

Net Income

Up

-$210,497

Up $149,138 (+41%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $377,998Liabilities 2010: $0Net Assets 2010: $377,9982010Assets 2011: $364,176Liabilities 2011: $0Net Assets 2011: $364,1762011Assets 2012: $370,654Liabilities 2012: $0Net Assets 2012: $370,6542012Assets 2013: $390,267Liabilities 2013: $0Net Assets 2013: $390,2672013Assets 2014: $522,832Liabilities 2014: $0Net Assets 2014: $522,8322014Assets 2015: $562,967Liabilities 2015: $0Net Assets 2015: $562,9672015Assets 2016: $656,050Liabilities 2016: $0Net Assets 2016: $656,0502016Assets 2017: $707,078Liabilities 2017: $0Net Assets 2017: $707,0782017Assets 2018: $851,820Liabilities 2018: $32,470Net Assets 2018: $819,3502018Assets 2019: $992,394Liabilities 2019: $184,021Net Assets 2019: $808,3732019Assets 2020: $2,025,748Liabilities 2020: $372,009Net Assets 2020: $1,653,7392020Assets 2021: $1,779,151Liabilities 2021: $264,846Net Assets 2021: $1,514,3052021Assets 2022: $1,124,382Liabilities 2022: $196,807Net Assets 2022: $927,5752022Assets 2023: $950,188Liabilities 2023: $125,284Net Assets 2023: $824,9042023Assets 2024: $774,486Liabilities 2024: $114,866Net Assets 2024: $659,6202024

Highlighted filing

2023

Assets$950,188
Liabilities$125,284
Net Assets$824,904

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $662,539Expenses 2010: $556,153Net Income 2010: $106,3862010Expenses 2011: $606,1792011Expenses 2012: $747,5442012Revenue 2013: $1,037,293Expenses 2013: $933,030Net Income 2013: $104,2632013Revenue 2014: $1,338,752Expenses 2014: $1,206,187Net Income 2014: $132,5652014Revenue 2015: $1,667,059Expenses 2015: $1,626,924Net Income 2015: $40,1352015Revenue 2016: $1,815,275Expenses 2016: $1,722,192Net Income 2016: $93,0832016Revenue 2017: $2,041,506Expenses 2017: $1,990,478Net Income 2017: $51,0282017Revenue 2018: $2,240,418Expenses 2018: $2,164,386Net Income 2018: $76,0322018Revenue 2019: $2,604,394Expenses 2019: $2,660,327Net Income 2019: -$55,9332019Revenue 2020: $2,182,607Expenses 2020: $1,551,531Net Income 2020: $631,0762020Revenue 2021: $2,417,338Expenses 2021: $2,478,309Net Income 2021: -$60,9712021Revenue 2022: $2,727,154Expenses 2022: $3,086,789Net Income 2022: -$359,6352022Revenue 2023: $2,781,775Expenses 2023: $2,992,272Net Income 2023: -$210,4972023Revenue 2024: $2,675,342Expenses 2024: $2,924,302Net Income 2024: -$248,9602024

Highlighted filing

2023

Revenue$2,781,775
Expenses$2,992,272
Net Income-$210,497
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Gross Receipts
$2,907,948
Mission and Program Overview

Mission

The mission of Love Serve Remember Foundation is to preserve and disseminate the teachings of spiritual masters from various world religions, especially the spiritual works of Neem Karoli Baba and Dr. Richard Alpert, a/k/a Ram Dass.

The mission of love serve remember foundation is to preserve and disseminate the teachings of spiritual masters from various world religions, especially the spiritual works of neem karoli baba and dr. Richard alpers a/k/a ram dass.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$771,684$570,954▼ $200,730
Cash and Non-Interest-Bearing Accounts$183,372$172,509▼ $10,863
Inventories for Sale or Use$94,466$113,961▲ $19,495
Accounts Receivable$9,172$33,922▲ $24,750
Prepaid Expenses and Deferred Charges$11,690$21,866▲ $10,176
Land, Buildings, and Equipment, Net$19,028$17,172▼ $1,856
Total Assets$1,124,382$950,188▼ $174,194
Other Assets Total$34,970$19,804▼ $15,166
Liabilities
Accounts Payable and Accrued Expenses$119,069$99,951▼ $19,118
Deferred Revenue$77,738$25,333▼ $52,405
Total Liabilities$196,807$125,284▼ $71,523
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$927,575$824,904▼ $102,671
Total Net Assets Fund Balance$927,575$824,904▼ $102,671
Total Liabilities and Net Assets / Fund Balance$1,124,382$950,188▼ $174,194

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$17,172$10,189$27,361
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mitchell MarkusPresident Executive DirectFT$165,000$165,000

Board Members and Trustees

NameTitle
Mirabai BushBoard Chair
Danielle Krettek CobbDirector
Jared LevyDirector
Mirabai StarrDirector
Nina RaoDirector
Rajneesh AgarwalDirector
Stephany WeingertzDirector
Paul Singer EsqDirector Treasurer
Jane Sunanda MarkusFinance Director
Kelly P RegoNetwork / Marketing Direct
Rameshwar DasSecretary
Rachel D Lite-fisherWeb Content & Development
Revenue and Support

Revenue Composition

Contributions and Grants
$478,490
Program Service Revenue
$1,956,623
Investment Income
$0
Other Revenue
$346,662
All Other Contributions
$478,490
Change in Net Assets
$-210,497

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,781,775
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$107,826
Total Revenue per Audited Statements
$2,889,601
Total Revenue per Form 990
$2,781,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,203,448
Salaries, Compensation, and Employee Benefits$788,824
Total Fundraising Expense$113,197
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$486,714$106,364$69,292$662,370
Information Technology$219,788--$219,788
Fees for Services Other$212,713--$212,713
All Other Expenses$94,098$392-$94,490
Advertising$80,805-$9,290$90,095
Occupancy-$78,000-$78,000
Other Employee Benefits$38,126$10,112$17,843$66,081
Payroll Taxes$34,833$9,239$16,301$60,373
Other Expenses$49,997--$49,997
Fees for Services Accounting-$22,105-$22,105
Office Expenses-$17,100-$17,100
Travel-$11,787-$11,787
Depreciation Depletion$5,401--$5,401
Insurance$1,004$3,448$471$4,923
Fees for Services Legal-$2,136-$2,136
Total Functional Expenses$2,618,392$260,683$113,197$2,992,272

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,992,272
Total Expenses per Audited Statements$2,992,272
Total Expenses per Form 990$2,992,272
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
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

The form 990 is given to each board member for review. A meeting is held via telephone conference to approve the 990. A board resolution is approved by the board indicating that the 990 was reviewed and approved. The form 990 is signed by the president and mailed from the organizations's office.

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

Annually the board reviews the conflict of interest policy. Conflicts of interest are discussed during this board meeting.

Form 990, Part VI, Section B, Line 15A

The executive director's compensation is reviewed and approved annually by the board of directors and is done with executive director's recusal and absence from the review and approval process.

Form 990, Part VI, Section C, Line 19

Governing documents, financial information, and policies are available upon request at the organization's administrative office.

Filing and Contact Details

Filer

Filer Name
Love Serve Remember Foundation
EIN
80-0308502
Phone
8886637770
Address
226 W OJAI AVE SUITE 101 531, OJAI, CA 93023

Signing Officer

Name
Mitchell Markus
Title
President
Phone
8886637770
Signed
2024-05-10

Organization Details

Principal Officer
Mitchell Markus
Formed
2008
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
10
Volunteers
0

Preparer

Firm
Rojas & Associates Cpas
Address
1048 IRVINE AVENUE SUITE 245, NEWPORT BEACH, CA 92550
Preparer
Robert L Rojas
Phone
2132839500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The foundation is organized as a california nonprofit corporation and has been recognized by the irs as exempt from federal income taxes under irc section 501(c)(3) and california code section 2370ld, qualifies for the charitable contribution deduction under irc sections l70(b)(1)(a)(vi) and (viii), and has been determined not to be private foundations under irc sections 509(a)(1) and (3). The foundation is annually required to file a return of organization exempt form income tax (form 990) with the irs. In addition, the foundation is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purposes. We have determined that the foundation is not subject to unrelated business income tax and have not filed an exempt organization business income tax return (form 990-t) with the irs. The foundation's income tax filings are subject to routine audits by taxing jurisdictions; however, there are not audits for any tax periods in progress. The foundation believes that it is no longer subject to examinations for the years prior to 2017.

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IRS990/ActivityOrMissionDesc0THE MISSION OF LOVE SERVE REMEMBER FOUNDATION IS TO PRESERVE AND DISSEMINATE THE TEACHINGS OF SPIRITUAL MASTERS FROM VARIOUS WORLD RELIGIONS, ESPECIALLY THE SPIRITUAL WORKS OF NEEM KAROLI BABA AND DR. RICHARD ALPERS A/K/A RAM DASS.
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IRS990/Desc0IN 2023 THE LOVE SERVE REMEMBER FOUNDATION COMPLETED THE FOLLOWING PROJECTS/OFFERINGS: BE HERE NOW PODCAST NETWORK:* DURING 2023 HAD OVER 20 MILLION LISTENS. * CONTINUED TO HOST 14 PODCAST PLATFORMS.RAMDASS.ORG* RELEASED IN FEBRUARY 2023 A 24/7 YOUTUBE STREAM THAT FEATURES A LIVESTREAM OF RAM DASS PODCASTS AND LECTURES.IN-PERSON EVENTS AND RETREATS* HELD THE SECOND RAM DASS LEGACY RETREAT IN BOONE, NC. WAS STREAMED THROUGH FREE ONLINE ACCESS.* HELD THE RAM DASS LEGACY RETREAT OPEN YOUR HEART IN PARADISE RETREAT IN DECEMBER 2023 IN MAUI.ON-LINE COURSES:* HOSTED A 4-WEEK ONLINE COURSE "THE YOGA OF HEARTFULNESS"* HOSTED A 4-WEEK ONLINE COURSE "PRESENCE OF THE WAY, THE DHARMA OF ALAN WATTS & RAM DASS * BEGAN OFFERING A SUBSCRIPTION TO ALL OF OUR ARCHIVAL COURSE CONTENT FOR A YEARLY DONATION* LAUNCHED AN ONLINE VIRTUAL FORUM COMMUNITY ON THE DISCOURSE PLATFORMMUSIC:* RELEASED 2 MUSICAL ALBUMS IN 2023, ALCHEMY OF THE HEART AND REIMAGINE AND HAVE A REPORT OF 1,200,000 FOLLOWERS ON SPOTIFYFUNDRAISING:* HELD OUR FIRST CROWDFUNDING CAMPAIGN IN DECEMBER 2023 AND RAISED $142,659 HTTPS://CAUSEMATCH.COM/RAMDASS
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IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0219788
IRS990/InformationTechnologyGrp/TotalAmt0219788
IRS990/InsuranceGrp/FundraisingAmt0471
IRS990/InsuranceGrp/ManagementAndGeneralAmt03448
IRS990/InsuranceGrp/ProgramServicesAmt01004
IRS990/InsuranceGrp/TotalAmt04923
IRS990/InventoriesForSaleOrUseGrp/BOYAmt094466
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0113961
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt066
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010189
IRS990/LandBldgEquipBasisNetGrp/BOYAmt019028
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017172
IRS990/LandBldgEquipCostOrOtherBssAmt027361
IRS990/LegalDomicileStateCd0CA
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF LOVE SERVE REMEMBER FOUNDATION IS TO PRESERVE AND DISSEMINATE THE TEACHINGS OF SPIRITUAL MASTERS FROM VARIOUS WORLD RELIGIONS, ESPECIALLY THE SPIRITUAL WORKS OF NEEM KAROLI BABA AND DR. RICHARD ALPERS A/K/A RAM DASS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0927575
IRS990/NetAssetsOrFundBalancesEOYAmt0824904
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0316662
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0316662
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt030000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt030000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0107826
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0927575
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0824904
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt078000
IRS990/OccupancyGrp/TotalAmt078000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017100
IRS990/OfficeExpensesGrp/TotalAmt017100
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt034970
IRS990/OtherAssetsTotalGrp/EOYAmt019804
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt017843
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010112
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt038126
IRS990/OtherEmployeeBenefitsGrp/TotalAmt066081
IRS990/OtherExpensesGrp/Desc0RETREAT EXPENSE
IRS990/OtherExpensesGrp/Desc1BE HERE NOW NETWORK
IRS990/OtherExpensesGrp/Desc2WEBSTORE
IRS990/OtherExpensesGrp/Desc3PUBLISHING COST
IRS990/OtherExpensesGrp/ProgramServicesAmt01180206
IRS990/OtherExpensesGrp/ProgramServicesAmt1109198
IRS990/OtherExpensesGrp/ProgramServicesAmt2105509
IRS990/OtherExpensesGrp/ProgramServicesAmt349997
IRS990/OtherExpensesGrp/TotalAmt01180206
IRS990/OtherExpensesGrp/TotalAmt1109198
IRS990/OtherExpensesGrp/TotalAmt2105509
IRS990/OtherExpensesGrp/TotalAmt349997
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt069292
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0106364
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0486714
IRS990/OtherSalariesAndWagesGrp/TotalAmt0662370
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt016301
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09239
IRS990/PayrollTaxesGrp/ProgramServicesAmt034833
IRS990/PayrollTaxesGrp/TotalAmt060373
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011690
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021866
IRS990/PrincipalOfficerNm0MITCHELL MARKUS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0RETREAT/EVENT INCOME
IRS990/ProgramServiceRevenueGrp/Desc1PUBLISHING AND EBOOK
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01365550
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1591073
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01365550
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1591073
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0625213
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03718
IRS990/PYInvestmentIncomeAmt0515
IRS990/PYOtherExpensesAmt02343466
IRS990/PYOtherRevenueAmt0344822
IRS990/PYProgramServiceRevenueAmt01756604
IRS990/PYRevenuesLessExpensesAmt0-359635
IRS990/PYSalariesCompEmpBnftPaidAmt0739605
IRS990/PYTotalExpensesAmt03086789
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02727154
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-210497
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt030000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02303285
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0771684
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0570954
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt01000000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt01000000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0478490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0625213
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0741387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01424636
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0600769
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03870495
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0107826
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014559
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0247404
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0183825
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05385
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0558999
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02429458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02079426
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01428547
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0656790
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01839876
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08434097
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0107826
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt014559
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0247404
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0183825
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05385
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0558999
IRS990ScheduleA/InvestmentIncomeCYPct00.04310
IRS990ScheduleA/InvestmentIncomePYPct00.03730
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt068156
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt036727
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0104883
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87170
IRS990ScheduleA/PublicSupportPY509Pct00.87020
IRS990ScheduleA/PublicSupportTotal509Amt011304592
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt01000000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01000000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02907948
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02704639
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02169934
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02081426
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02440645
IRS990ScheduleA/Total509Grp/TotalAmt012304592
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03015774
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02719198
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02417338
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02333407
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02482757
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt012968474
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/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02992272
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0107826
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt017172
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010189
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt027361
IRS990ScheduleD/RevenueNotReportedAmt0107826
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02781775
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS ORGANIZED AS A CALIFORNIA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(C)(3) AND CALIFORNIA CODE SECTION 2370LD, QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTIONS L70(B)(1)(A)(VI) AND (VIII), AND HAS BEEN DETERMINED NOT TO BE PRIVATE FOUNDATIONS UNDER IRC SECTIONS 509(A)(1) AND (3). THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FORM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSES. WE HAVE DETERMINED THAT THE FOUNDATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAVE NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. THE FOUNDATION'S INCOME TAX FILINGS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE NOT AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION BELIEVES THAT IT IS NO LONGER SUBJECT TO EXAMINATIONS FOR THE YEARS PRIOR TO 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017172
IRS990ScheduleD/TotalExpensesPerForm990Amt02992272
IRS990ScheduleD/TotalRevenuePerForm990Amt02781775
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02889601
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02992272
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.11$0.66$2.68$2.92$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.13$0.82$2.78$2.99$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.20$0.93$2.73$3.09$0.36
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.26$1.51$2.42$2.48$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.03$0.37$1.65$2.18$1.55$0.63
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.18$0.81$2.60$2.66$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.03$0.82$2.24$2.16$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$2.04$1.99$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.82$1.72$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.67$1.63$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.34$1.21$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.04$0.93$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.61
2010Summary only. Only limited summary data is available for this year.$0.38$0.00$0.38$0.66$0.56$0.11