Civic Intelligence

Leon S Peters Foundation

990PF • Fiscal year 2024 • EIN 94-6064669

Dec 01, 2023 to Nov 30, 2024 • Filed on Mar 10, 2025

Organization Profile
4026 Mariner CircleWestlake Village, CA 91361

(559) 251-3002

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

7th percentile

-70%

Higher net margin than 7% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

13th percentile

-6.5%

Faster asset growth than 13% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,598,256

Down $530,967 (-6.5%) from 2023

Net Assets

Down

$7,598,256

Down $530,967 (-6.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin7th percentile

Revenue

Down

$656,237

Down $272,257 (-29%) from 2023

Expenses

Down

$1,118,223

Down $264,113 (-19%) from 2023

Net Income

Down

-$461,986

Down $8,144 (-1.8%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$15M$10M$5.0M$0Assets 2010: $13,627,024Liabilities 2010: $0Net Assets 2010: $13,627,0242010Assets 2011: $13,428,009Liabilities 2011: $0Net Assets 2011: $13,428,0092011Assets 2012: $13,312,612Liabilities 2012: $0Net Assets 2012: $13,312,6122012Assets 2013: $13,126,243Liabilities 2013: $0Net Assets 2013: $13,126,2432013Assets 2014: $13,205,242Liabilities 2014: $0Net Assets 2014: $13,205,2422014Assets 2015: $12,226,018Liabilities 2015: $0Net Assets 2015: $12,226,0182015Assets 2016: $11,752,150Liabilities 2016: $0Net Assets 2016: $11,752,1502016Assets 2017: $10,881,459Liabilities 2017: $0Net Assets 2017: $10,881,4592017Assets 2018: $11,175,392Liabilities 2018: $0Net Assets 2018: $11,175,3922018Assets 2019: $10,747,456Liabilities 2019: $0Net Assets 2019: $10,747,4562019Assets 2020: $10,369,136Liabilities 2020: $0Net Assets 2020: $10,369,1362020Assets 2021: $9,503,619Liabilities 2021: $0Net Assets 2021: $9,503,6192021Assets 2022: $8,623,577Liabilities 2022: $0Net Assets 2022: $8,623,5772022Assets 2023: $8,129,223Liabilities 2023: $0Net Assets 2023: $8,129,2232023Assets 2024: $7,598,256Liabilities 2024: $0Net Assets 2024: $7,598,2562024

Highlighted filing

2024

Assets$7,598,256
Liabilities$0
Net Assets$7,598,256
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $919,0142010Expenses 2011: $879,6612011Expenses 2012: $1,066,8422012Expenses 2013: $1,194,3912013Revenue 2014: $1,258,888Expenses 2014: $1,179,889Net Income 2014: $78,9992014Revenue 2015: $163,950Expenses 2015: $1,143,174Net Income 2015: -$979,2242015Revenue 2016: $642,534Expenses 2016: $1,116,402Net Income 2016: -$473,8682016Revenue 2017: $667,012Expenses 2017: $1,181,395Net Income 2017: -$514,3832017Revenue 2018: $1,275,501Expenses 2018: $1,041,193Net Income 2018: $234,3082018Revenue 2019: $1,101,219Expenses 2019: $1,427,517Net Income 2019: -$326,2982019Revenue 2020: $737,594Expenses 2020: $1,130,829Net Income 2020: -$393,2352020Revenue 2021: $576,605Expenses 2021: $1,329,902Net Income 2021: -$753,2972021Revenue 2022: $537,171Expenses 2022: $1,383,669Net Income 2022: -$846,4982022Revenue 2023: $928,494Expenses 2023: $1,382,336Net Income 2023: -$453,8422023Revenue 2024: $656,237Expenses 2024: $1,118,223Net Income 2024: -$461,9862024

Highlighted filing

2024

Revenue$656,237
Expenses$1,118,223
Net Income-$461,986
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Mar 10, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRAIG APREGANPresident-$0--
MARK RUOFVice President-$0--
JANICE CHITJIANSecretary-$0--
DAVID PETERSDirector-$0--
DENNIS PETERSDirector-$0--
JEFF APREGANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Leon S Peters Foundation
EIN
94-6064669
Phone
5592513002
Address
4026 MARINER CIRCLE, WESTLAKE VILLAGE, CA 91361

Signing Officer

Name
Craig Apregan
Title
Director
Phone
5592513002
Signed
2025-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
255 E RIVER PARK CIRCLE STE 220, FRESNO, CA 93720
Preparer
Shad R Winters
Phone
5593895700
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0561503
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-461986
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02573902
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0111902
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0111902
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03737
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt03737
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt07474
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-17168
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0557506
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01085
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01085
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0104906
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0104906
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01537
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt019675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0982871
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0115899
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01118223
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0673405
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0656237
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08371
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0115899
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0142408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22000-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02591070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-30331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-30331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02560739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN FROM K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-17168
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-461986
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt068981
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07667237
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08129223
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07598256
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0977170
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0977170
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0977170
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0984919
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07749
IRS990PF/DistributableAmountGrp/TotalTaxAmt07749
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03851
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07749
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03851
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07749
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07749
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011600
IRS990PF/FMVAssetsEOYAmt021733210
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0643399
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01634152
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01634152
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06013046
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05891656
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt019942878
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt04780
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt04780
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt073032
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt072448
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0156180
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08129223
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07598256
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08129223
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07598256
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021733210
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08129223
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07598256
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08129223
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07598256
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01399746
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt019998355
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0986378
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt018862152
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0299975
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0149825
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0984919
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt019698380
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt019998355
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CRAIG APREGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARK RUOF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JANICE CHITJIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DAVID PETERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DENNIS PETERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JEFF APREGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2184
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1489 E SHEPHERD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25959 HAMILTON AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34026 MARINER CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44638 S FOWLER AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt54026 MARINER CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SISTERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FRESNO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2FRESNO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WESTLAKE VILLAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4FRESNO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5WESTLAKE VILLAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,598,256
Liabilities
$0
Net assets
$7,598,256
Revenue
$656,237
Expenses
$1,118,223
Net income
-$461,986
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.66$1.12$0.46
2023Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$0.93$1.38$0.45
2022Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.54$1.38$0.85
2021Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50$0.58$1.33$0.75
2020Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.74$1.13$0.39
2019Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$1.10$1.43$0.33
2018Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$1.28$1.04$0.23
2017Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.67$1.18$0.51
2016Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.64$1.12$0.47
2015Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.16$1.14$0.98
2014Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.26$1.18$0.08
2013Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$1.19
2012Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$1.07
2011Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.88
2010Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.92