Civic Intelligence

Arkley Foundation C/O Whittier Trust

990PF • Fiscal year 2023 • EIN 87-4058466

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

Organization Profile
177 E Colorado Blvd 800Pasadena, CA 91105

(626) 441-5188

Siviq Scores

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

Liabilities / Assets

64th percentile

0.03x

Higher debt load relative to assets than 64% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.05x

Higher debt load relative to revenue than 66% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

76th percentile

$51,708

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

441%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$608,414

Up $80,952 (+15%) from 2022

Net Assets

Up

$587,486

Up $68,611 (+13%) from 2022

Liabilities

Up

$20,928

Up $12,341 (+144%) from 2022

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin87th percentile

Revenue

Up

$407,985

Up $332,513 (+441%) from 2022

Expenses

Up

$233,474

Up $174,316 (+295%) from 2022

Net Income

Up

$174,511

Up $158,197 (+970%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$800K$600K$400K$200K$0Assets 2022: $527,462Liabilities 2022: $8,587Net Assets 2022: $518,8752022Assets 2023: $608,414Liabilities 2023: $20,928Net Assets 2023: $587,4862023Assets 2024: $639,601Liabilities 2024: $10,617Net Assets 2024: $628,9842024

Highlighted filing

2023

Assets$608,414
Liabilities$20,928
Net Assets$587,486
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

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

$600K$400K$200K$0-$200KRevenue 2022: $75,472Expenses 2022: $59,158Net Income 2022: $16,3142022Revenue 2023: $407,985Expenses 2023: $233,474Net Income 2023: $174,5112023Revenue 2024: $153,474Expenses 2024: $277,813Net Income 2024: -$124,3392024

Highlighted filing

2023

Revenue$407,985
Expenses$233,474
Net Income$174,511
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDRA O ARKLEYPresidentPT$51,708-$51,708
PETER ARKLEYOfficer-$0--
ANDREA TULLIODirector-$0--
Filing and Contact Details

Filer

Filer Name
Arkley Foundation
EIN
87-4058466
Phone
6264415188
Address
177 E COLORADO BLVD 800, PASADENA, CA 91105

Signing Officer

Name
Alexandra O Arkley
Title
President
Phone
6264415188
Signed
2024-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
600 ANTON BLVD SUITE 1600, COSTA MESA, CA 92626
Preparer
Rosanne Smith
Phone
9492365600
Raw XML Appendix375 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/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt05456
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05456
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt047828
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04456
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0105900
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0587486
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt029098
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt029098
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt029098
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt029160
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANDREA TULLIO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2177 E COLORADO BLVD 800
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDE SUPPORT FOR ANIMAL RESCUE PROGRAMS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt075000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PETER ARKLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DOWNTOWN DOG RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MAUI HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE AMANDA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 90035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1047
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2351 FOOTHILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PUUNENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BEVERLY HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0911095035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd196784
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290210
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt075000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt029098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt033932
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt029098
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0234168
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0229334
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04834
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0229334
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0229334
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0234168
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033932
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PETER ARKLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt014916 CELLE WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034110
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0351556
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05456
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05456
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0105900
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DECREASE IN FMV OF SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES AND MEMBERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12427
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12427
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01776
OtherIncomeSchedule2/OtherIncomeDetail/Desc0JP MORGAN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01776
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01776
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt07500
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt11129
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt2-42
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ACCRUED EXPENSES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1FEDERAL EXCISE TAXES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2DEFERRED EXCISE TAXES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt07500
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt14886
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt28542
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt090000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt090000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0PETER ARKLEY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt014916 CELLE WAY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NAPLES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd034110
TaxesSchedule/TaxesDetail/Amt04140
TaxesSchedule/TaxesDetail/Amt14243
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXISE TAX EXPENSE
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt14243
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04145
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXANDRA O ARKLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06264415188
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARKLEY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WHITTIER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ARKL
ReturnHeader/Filer/EIN0874058466
ReturnHeader/Filer/PhoneNum06264415188
ReturnHeader/Filer/USAddress/AddressLine1Txt0177 E COLORADO BLVD 800
ReturnHeader/Filer/USAddress/CityNm0PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881478669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 ANTON BLVD SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COSTA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092626
ReturnHeader/PreparerPersonGrp/PhoneNum09492365600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSANNE SMITH
ReturnHeader/ReturnTs02024-11-12T20:34:57-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$608,414
Liabilities
$20,928
Net assets
$587,486
Revenue
$407,985
Expenses
$233,474
Net income
$174,511
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.40$0.11$6.29$1.53$2.78$1.24
2023Detailed filing. Detailed filing data is available for this year.$6.08$0.21$5.87$4.08$2.33$1.75
2022Detailed filing. Detailed filing data is available for this year.$5.27$0.09$5.19$0.75$0.59$0.16