Civic Intelligence

Helen Marie Lewis Medical Research Foundation

990PF • Fiscal year 2013 • EIN 94-3315538

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 17, 2014

PO Box 212991722

(909) 628-4212

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

78th percentile

28%

Higher net margin than 78% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

47th percentile

0.9%

Faster asset growth than 47% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Assets

Up

$3,617,542

Up $33,389 (+0.9%) from 2012

Net Assets

$3,617,542

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue

Down

$117,950

Down $97,235 (-45%) from 2012

Expenses

Down

$84,561

Down $71,839 (-46%) from 2012

Net Income

Down

$33,389

Down $25,396 (-43%) from 2012

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,525,368Liabilities 2011: $0Net Assets 2011: $3,525,3682011Assets 2012: $3,584,153Liabilities 2012: $12012Assets 2013: $3,617,542Liabilities 2013: $0Net Assets 2013: $3,617,5422013Assets 2014: $3,627,142Liabilities 2014: $0Net Assets 2014: $3,627,1422014Assets 2015: $3,615,562Liabilities 2015: $0Net Assets 2015: $3,615,5622015Assets 2016: $3,621,269Liabilities 2016: $0Net Assets 2016: $3,621,2692016Assets 2017: $3,618,235Liabilities 2017: $0Net Assets 2017: $3,618,2352017Assets 2018: $3,622,712Liabilities 2018: $0Net Assets 2018: $3,622,7122018Assets 2019: $3,915,743Liabilities 2019: $0Net Assets 2019: $3,915,7432019Assets 2020: $3,910,467Liabilities 2020: $0Net Assets 2020: $3,910,4672020Assets 2021: $3,825,892Liabilities 2021: $0Net Assets 2021: $3,825,8922021Assets 2022: $4,022,207Liabilities 2022: $0Net Assets 2022: $4,022,2072022Assets 2023: $3,470,547Liabilities 2023: $0Net Assets 2023: $3,470,5472023Assets 2024: $2,645,558Liabilities 2024: $0Net Assets 2024: $2,645,5582024

Highlighted filing

2013

Assets$3,617,542
Liabilities$0
Net Assets$3,617,542

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $148,6142011Revenue 2012: $215,185Expenses 2012: $156,400Net Income 2012: $58,7852012Revenue 2013: $117,950Expenses 2013: $84,561Net Income 2013: $33,3892013Revenue 2014: $118,818Expenses 2014: $109,218Net Income 2014: $9,6002014Revenue 2015: $106,452Expenses 2015: $118,032Net Income 2015: -$11,5802015Revenue 2016: $101,675Expenses 2016: $95,968Net Income 2016: $5,7072016Revenue 2017: $97,871Expenses 2017: $100,905Net Income 2017: -$3,0342017Revenue 2018: $116,482Expenses 2018: $112,005Net Income 2018: $4,4772018Revenue 2019: $412,573Expenses 2019: $119,542Net Income 2019: $293,0312019Revenue 2020: $126,717Expenses 2020: $131,993Net Income 2020: -$5,2762020Revenue 2021: $126,931Expenses 2021: $38,053Net Income 2021: $88,8782021Revenue 2022: $321,361Expenses 2022: $125,039Net Income 2022: $196,3222022Revenue 2023: $203,951Expenses 2023: $706,616Net Income 2023: -$502,6652023Revenue 2024: $374,109Expenses 2024: $1,210,653Net Income 2024: -$836,5442024

Highlighted filing

2013

Revenue$117,950
Expenses$84,561
Net Income$33,389
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 17, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT LEWISTrusteePT$0--
DORIS M LEWISTrusteePT$0--
Filing and Contact Details

Filer

EIN
94-3315538
Phone
9096284212

Signing Officer

Name
Albert Lewis
Title
Trustee
Phone
9096284212
Signed
2014-04-17

Preparer

Preparer
Wes Liang CPA
Phone
9096068988
Raw XML AppendixShowing 400 of 458 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04625
CompensationExplanation/CompensationExplanationGrp/PersonNm0ALBERT LEWIS
CompensationExplanation/CompensationExplanationGrp/PersonNm1DORIS M LEWIS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0WELLS FARGO - BONDS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0532905
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0WELLS FARGO - EQUITIES
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InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0364208
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1375000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3297872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4200523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0WELLS FARGO-FIXED INCOME (DOMESTIC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1WELLS FARGO-FIXED INCOME (INT'L)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2WELLS FARGO-COMPL. STRATGY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3WELLS FARGO-REAL ASSETS FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4WELLS FARGO-OTHER
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0WF CASE SETTLEMENT INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PARTNERSHIP INVESTMENT INCOME
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt07572
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt014850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt055000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt055000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt054510
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt054510
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt033389
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0439582
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt041018
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt041018
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt014850
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03089
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-08-07
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112012-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132012-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152012-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162012-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172012-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182012-07-18
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-2698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt186563
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-491
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-500
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-3163
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt179623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1817245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt195779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
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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/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0INTUITIVE SURGICAL INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DOW CHEMICAL CO/THE 5.900% 02/15/15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2KRAFT FOODS INC. 6.125% 2/01/18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FED NATL MTG ASSN 3.250% 04/09/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4NETAPP INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GATEWAY FUND - Y 1986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ORACLE CORP 4.950% 4/15/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7IBM CORP 6.500% 10/15/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8POWERSHARES DB COMMODITY INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9TIMKEN CO.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10QUALCOMM INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11STARWOOD HOTELS & RESORTS WORLDWIDE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12TEVA PHARMACEUTICAL INDUSTRIES-ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13THERMO FISHER SCIENT 3.600% 8/15/21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14ACCENTURE PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15ACE LIMITED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CATERPILLAR FINANCIA 6.125% 2/17/14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CITRIX SYS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18COGNIZANT TECH SOLUTIONS CRP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CVS CAREMARK CORP 5.750% 06/07/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142013-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152013-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162013-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172013-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182013-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192013-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014850
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-3161
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt033389
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03617542
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03584153
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03617542
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt052373
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0117950
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0170323
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0170323
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0172531
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02208
IRS990PF/DistributableAmountGrp/TotalTaxAmt02208
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02208
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02208
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02208
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02258
IRS990PF/FMVAssetsEOYAmt03731882
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03761596
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03761596
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0597226
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0553143
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0532905
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0839262
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0963843
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01245967
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01396840
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01405377
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01257516
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-177443
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-144054
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0333688
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0229559
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0229559
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03584153
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03617542
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03731882
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03584153
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03617542
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03584153
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03617542
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0417137
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0465620
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0465935
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03503158
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0166844
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03336314
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt052547
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0172531
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03450611
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03503158
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALBERT LEWIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DORIS M LEWIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO BOX 2129
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11PO BOX 2129
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0COVINA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1COVINA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode091722
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode191722
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0193044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0194148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0139000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0291616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0195702
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0192448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.055945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.040273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.085308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.048889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01104
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03450611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03451434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03418382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03465257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03968935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03936456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt084561
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.223778
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt084561
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt084561
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt084561
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DORIS M LEWIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10PO BOX 2129
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0COVINA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode091722
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06263395774
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt055000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10GOOD SAMARITAN HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine101225 WILSHIRE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode090017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.37$1.21$0.84
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.00$3.47$0.20$0.71$0.50
2022Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.32$0.13$0.20
2021Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.13$0.04$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.00$3.91$0.13$0.13$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.00$3.92$0.41$0.12$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.12$0.11$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.10$0.10$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.10$0.10$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.11$0.12$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$0.12$0.11$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.12$0.08$0.03
2012Summary only. Only limited summary data is available for this year.$3.58$0.00$0.22$0.16$0.06
2011Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.15