Civic Intelligence

Twelve Oaks Foundation

990 • Fiscal year 2019 • EIN 95-1750019

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 27, 2020

Organization ProfileWWW.TWELVEOAKS.ORG
2820 Sycamore AveGlendale, CA 91201

(818) 952-4100

Siviq Scores

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

Liabilities / Assets

97th percentile

1.68x

Higher debt load relative to assets than 97% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

94th percentile

3.42x

Higher debt load relative to revenue than 94% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

5th percentile

-54%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

8th percentile

-15%

Faster asset growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

52%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$2,730,659

Down $487,879 (-15%) from 2018

Net Assets

Down

-$1,864,890

Down $719,244 (-63%) from 2018

Liabilities

Up

$4,595,549

Up $231,365 (+5.3%) from 2018

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin5th percentile

Revenue

Up

$1,343,944

Up $461,450 (+52%) from 2018

Expenses

Up

$2,065,531

Up $395,314 (+24%) from 2018

Net Income

Up

-$721,587

Up $66,136 (+8.4%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$10M$5.0M$0-$5.0MAssets 2010: $952,662Liabilities 2010: $937,262Net Assets 2010: $15,4002010Assets 2011: $934,822Liabilities 2011: $982,898Net Assets 2011: -$48,0762011Assets 2012: $1,021,399Liabilities 2012: $1,209,007Net Assets 2012: -$187,6082012Assets 2013: $941,823Liabilities 2013: $1,585,050Net Assets 2013: -$643,2272013Assets 2015: $995,227Liabilities 2015: $340,064Net Assets 2015: $655,1632015Assets 2016: $2,559,722Liabilities 2016: $2,004,390Net Assets 2016: $555,3322016Assets 2017: $2,264,609Liabilities 2017: $2,274,341Net Assets 2017: -$9,7322017Assets 2018: $3,218,538Liabilities 2018: $4,364,184Net Assets 2018: -$1,145,6462018Assets 2019: $2,730,659Liabilities 2019: $4,595,549Net Assets 2019: -$1,864,8902019Assets 2020: $2,824,274Liabilities 2020: $4,789,102Net Assets 2020: -$1,964,8282020Assets 2021: $8,072,518Liabilities 2021: $5,022,305Net Assets 2021: $3,050,2132021Assets 2022: $7,762,840Liabilities 2022: $4,771,200Net Assets 2022: $2,991,6402022Assets 2023: $7,720,014Liabilities 2023: $4,754,336Net Assets 2023: $2,965,6782023Assets 2024: $7,605,765Liabilities 2024: $4,840,485Net Assets 2024: $2,765,2802024

Highlighted filing

2019

Assets$2,730,659
Liabilities$4,595,549
Net Assets-$1,864,890
Open 2019 Filing

Operations Trend

Revenue Growth88th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,722,5872010Expenses 2011: $1,897,9312011Revenue 2012: $1,770,328Expenses 2012: $1,908,808Net Income 2012: -$138,4802012Revenue 2013: $1,333,478Expenses 2013: $1,792,445Net Income 2013: -$458,9672013Revenue 2015: $3,672Expenses 2015: $150,448Net Income 2015: -$146,7762015Revenue 2016: $0Expenses 2016: $99,831Net Income 2016: -$99,8312016Revenue 2017: $29,276Expenses 2017: $594,340Net Income 2017: -$565,0642017Revenue 2018: $882,494Expenses 2018: $1,670,217Net Income 2018: -$787,7232018Revenue 2019: $1,343,944Expenses 2019: $2,065,531Net Income 2019: -$721,5872019Revenue 2020: $1,456,375Expenses 2020: $1,556,313Net Income 2020: -$99,9382020Revenue 2021: $1,055,694Expenses 2021: $1,342,924Net Income 2021: -$287,2302021Revenue 2022: $1,631,318Expenses 2022: $2,194,316Net Income 2022: -$562,9982022Revenue 2023: $1,924,649Expenses 2023: $2,455,867Net Income 2023: -$531,2182023Revenue 2024: $2,107,706Expenses 2024: $2,750,328Net Income 2024: -$642,6222024

Highlighted filing

2019

Revenue$1,343,944
Expenses$2,065,531
Net Income-$721,587
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 27, 2020
Return Version
2019v5.1
Gross Receipts
$1,343,944
Mission and Program Overview

Mission

Twelve oaks is dedicated to providing quality housing, health and support services, primarily for older adults of all faiths that enrich the physical, social and spiritual dimensions of their lives. Twelve oaks is also committed to acting as a resource for the communities in which we operate.

To provide affordable assisted living for seniors, with the aim of bringing happiness to them and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,169,396$2,150,098▼ $19,298
Cash and Non-Interest-Bearing Accounts$111,297$78,787▼ $32,510
Savings and Temporary Cash Investments$80,630$75,246▼ $5,384
Accounts Receivable$16,238$16,353▲ $115
Prepaid Expenses and Deferred Charges$2,776$1,229▼ $1,547
Receivables From Officers Etc$200$0▼ $200
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-1,145,646$-1,864,890▼ $719,244
Total Assets$3,218,538$2,730,659▼ $487,879
Other Assets Total$838,001$408,946▼ $429,055
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,278,833$4,519,611▲ $240,778
Accounts Payable and Accrued Expenses$85,351$75,938▼ $9,413
Total Liabilities$4,364,184$4,595,549▲ $231,365
Net Assets / Fund Balance
Total Net Assets Fund Balance$-1,145,646$-1,864,890▼ $719,244
Total Liabilities and Net Assets / Fund Balance$3,218,538$2,730,659▼ $487,879

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,663,547$808,288$2,471,835
Other Land Buildings$480,876-$480,876
Land$5,675-$5,675
Other Assets Org$312,170--
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Rose Chan LouiDirector, President
Fernando Aenlle-rochaDirector
Cindy KenyonDirector (thru 10/1/19)
Karen Gee-mcauleyDirector, Secretary
James KambeDirector, Treasurer
Eric AmendDirector, VP Development
Gabriel Mendham ChuckDirector, VP Operations

Highest Paid Contractors

ContractorServicesLocationCompensation
Northstar Senior Living LLCManagement2334 WASHINGTON AVE A, Redding, CA 96001$205,917
Revenue and Support

Revenue Composition

Contributions and Grants
$1,500
Program Service Revenue
$1,340,084
Investment Income
$2,273
Other Revenue
$87
All Other Contributions
$1,500
Change in Net Assets
$-721,587
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,065,531
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$552,295--$552,295
All Other Expenses$170,510$57,948-$228,458
Fees for Services Management$190,758$15,159-$205,917
Depreciation Depletion$131,961--$131,961
Other Expenses$91,235--$91,235
Advertising$40,730--$40,730
Insurance$26,803$7,021-$33,824
Fees for Services Accounting-$7,770-$7,770
Office Expenses$7,711--$7,711
Information Technology$2,109$2,109-$4,218
Occupancy$1,540--$1,540
Total Functional Expenses$1,975,524$90,007$0$2,065,531
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$200$0▼ $200
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management of twelve oaks senior living is conducted by northstar senior living, inc., a california corporation. Northstar's management and employees are responsible for operating the residence on a daily basis. They interview, hire, train and supervise staff, market the facilities and services, and implement all of the necessary systems needed for operation of the property, including payroll, accounts payable, billing and accounting, food service management and physical plant maintenance. Northstar also provides advice on the foundation's renovation of the buildings and is in charge of any licensing applications required to operate the property as a senior home.”

Form 990, Part VI, Section B, Line 11B

“A draft of form 990 was provided to the current board for their review. Any questions were raised with the organization's cpa/tax preparer (cpa), and if necessary, changes were made by the cpa before the return was filed.”

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

“On an annual basis, a conflict of interest policy questionnaire is sent to all board members who are required to complete and submit such questionnaire.”

Form 990, Part VI, Section B, Line 15

“Part vi, line 15(a) and 15(b) were answered no as there are no officers or key employees as defined in form 990 instructions that received compensation.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and conflict of interest policy available upon request.”

Filing and Contact Details

Filer

Filer Name
Twelve Oaks Foundation
EIN
95-1750019
Phone
8189524100
Address
2820 SYCAMORE AVE, GLENDALE, CA 91201

Signing Officer

Name
Rose Chan Loui
Title
President
Phone
8189524100
Signed
2020-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rose Chan Loui
Formed
1935
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
150

Preparer

Firm
Moss Adams Llp
Address
10960 WILSHIRE BLVD SUITE 1100, LOS ANGELES, CA 90024
Preparer
Lauren a Haverlock
Phone
3104770450
Raw XML AppendixShowing 400 of 415 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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IRS990/Desc0TWELVE OAKS FOUNDATION ("FOUNDATION") SERVED THE ELDERLY FROM 1935 THROUGH OCTOBER 2013, THROUGH THE OPERATION OF A RETIREMENT HOME, TWELVE OAKS LODGE, IN GLENDALE, CALIFORNIA. OVER THE YEARS, THE HOME HAD BEEN UNDER THE CONTROL OF THE BOARDS OF VERDUGO HILLS SUNSHINE SOCIETY, NATIONAL CHARITY LEAGUE, INC.-GLENDALE ("NCL-GLENDALE"), AND THEN SOUTHERN CALIFORNIA PRESBYTERIAN HOMES ("SCPH"). SCPH'S CLOSURE OF THE HOME AND ITS EFFORTS TO SELL THE 4-ACRE PROPERTY TO A PRIVATE DEVELOPER LED TO A LAWSUIT FILED BY NCL-GLENDALE. UPON SETTLEMENT OF THE CASE IN AUGUST 2015, CONTROL OF THE FOUNDATION WAS RESTORED TO NCL-GLENDALE, WHO APPOINTED NEW DIRECTORS TO TWELVE OAKS FOUNDATION. RENOVATION WORK BEGAN IN DECEMBER 2016 AND THE HOME RE-OPENED TO RESIDENTS IN DECEMBER 2017. THE FOUNDATION'S EFFORTS IN (CON SCH O) 2019 CONSISTED OF CONTINUING TO RENOVATE ADDITIONAL BUILDINGS AND WORKING TOWARD FINANCIAL STABILIZATION BY FILLING ROOMS AS ADDITIONAL UNITS WERE RESTORED. 36 RESIDENTS LIVED AT TWELVE OAKS DURING 2019.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR, PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR, VP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR, VP DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR, SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR, TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR (THRU 10/1/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/OtherExpensesGrp/TotalAmt2159777
IRS990/OtherExpensesGrp/TotalAmt391235
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt087
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt087
IRS990/OtherRevenueTotalAmt087
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02776
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01229
IRS990/PrincipalOfficerNm0ROSE CHAN LOUI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0ASSISTED LIVING & RENT
IRS990/ProgramServiceRevenueGrp/Desc1ANCILLARY SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01300381
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt139703
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01300381
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt139703
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06178
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01670217
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0876316
IRS990/PYRevenuesLessExpensesAmt0-787723
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01670217
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0882494
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0200
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-721587
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01340084
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-1145646
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-1864890
IRS990/SavingsAndTempCashInvstGrp/BOYAmt080630
IRS990/SavingsAndTempCashInvstGrp/EOYAmt075246
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2015 AMOUNT: $ 524. 2019 AMOUNT: $ 87.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01413
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019091
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02273
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0113
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01735
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04121
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02235563
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt087
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0524
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0611
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.40160
IRS990ScheduleA/PublicSupportPY170Pct00.32430
IRS990ScheduleA/PublicSupportTotal170Amt09567
IRS990ScheduleA/SubstantialContributorsTotAmt09524
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06178
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01413
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt019091
IRS990ScheduleA/TotalSupportAmt023823
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01663547
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0808288
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02471835
IRS990ScheduleD/LandGrp/BookValueAmt05675
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05675
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt096776
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1312170
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LOAN FEES AND COSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1FUNDS HELD BY LENDER
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0480876
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0480876
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02150098
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0408946
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT OF TWELVE OAKS SENIOR LIVING IS CONDUCTED BY NORTHSTAR SENIOR LIVING, INC., A CALIFORNIA CORPORATION. NORTHSTAR'S MANAGEMENT AND EMPLOYEES ARE RESPONSIBLE FOR OPERATING THE RESIDENCE ON A DAILY BASIS. THEY INTERVIEW, HIRE, TRAIN AND SUPERVISE STAFF, MARKET THE FACILITIES AND SERVICES, AND IMPLEMENT ALL OF THE NECESSARY SYSTEMS NEEDED FOR OPERATION OF THE PROPERTY, INCLUDING PAYROLL, ACCOUNTS PAYABLE, BILLING AND ACCOUNTING, FOOD SERVICE MANAGEMENT AND PHYSICAL PLANT MAINTENANCE. NORTHSTAR ALSO PROVIDES ADVICE ON THE FOUNDATION'S RENOVATION OF THE BUILDINGS AND IS IN CHARGE OF ANY LICENSING APPLICATIONS REQUIRED TO OPERATE THE PROPERTY AS A SENIOR HOME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF FORM 990 WAS PROVIDED TO THE CURRENT BOARD FOR THEIR REVIEW. ANY QUESTIONS WERE RAISED WITH THE ORGANIZATION'S CPA/TAX PREPARER (CPA), AND IF NECESSARY, CHANGES WERE MADE BY THE CPA BEFORE THE RETURN WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ON AN ANNUAL BASIS, A CONFLICT OF INTEREST POLICY QUESTIONNAIRE IS SENT TO ALL BOARD MEMBERS WHO ARE REQUIRED TO COMPLETE AND SUBMIT SUCH QUESTIONNAIRE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PART VI, LINE 15(A) AND 15(B) WERE ANSWERED NO AS THERE ARE NO OFFICERS OR KEY EMPLOYEES AS DEFINED IN FORM 990 INSTRUCTIONS THAT RECEIVED COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03218538
IRS990/TotalAssetsEOYAmt02730659
IRS990/TotalAssetsGrp/BOYAmt03218538
IRS990/TotalAssetsGrp/EOYAmt02730659
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt090007
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01975524
IRS990/TotalFunctionalExpensesGrp/TotalAmt02065531
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04364184
IRS990/TotalLiabilitiesEOYAmt04595549
IRS990/TotalLiabilitiesGrp/BOYAmt04364184
IRS990/TotalLiabilitiesGrp/EOYAmt04595549
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1145646
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1864890
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01975524
IRS990/TotalProgramServiceRevenueAmt01340084
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02360
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01340084
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01343944
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03218538
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02730659
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02820 SYCAMORE AVE
IRS990/USAddress/CityNm0GLENDALE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091201
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.TWELVEOAKS.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSE CHAN LOUI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08189524100
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TWELVE OAKS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TWEL
ReturnHeader/Filer/EIN0951750019
ReturnHeader/Filer/PhoneNum08189524100
ReturnHeader/Filer/USAddress/AddressLine1Txt02820 SYCAMORE AVE
ReturnHeader/Filer/USAddress/CityNm0GLENDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091201
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId045A0DEE88EBA5BC01B2D6E064F66B43F0304238A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId045A0DEE88EBA5BC01B2D6E064F66B43F0304238A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.90.17.200
ReturnHeader/FilingSecurityInformation/IPDt02020-10-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,730,659
Liabilities
$4,595,549
Net assets
-$1,864,890
Revenue
$1,343,944
Expenses
$2,065,531
Net income
-$721,587
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.61$4.84$2.77$2.11$2.75$0.64
2023Detailed filing. Detailed filing data is available for this year.$7.72$4.75$2.97$1.92$2.46$0.53
2022Detailed filing. Detailed filing data is available for this year.$7.76$4.77$2.99$1.63$2.19$0.56
2021Detailed filing. Detailed filing data is available for this year.$8.07$5.02$3.05$1.06$1.34$0.29
2020Detailed filing. Detailed filing data is available for this year.$2.82$4.79$1.96$1.46$1.56$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.73$4.60$1.86$1.34$2.07$0.72
2018Detailed filing. Detailed filing data is available for this year.$3.22$4.36$1.15$0.88$1.67$0.79
2017Detailed filing. Detailed filing data is available for this year.$2.26$2.27$0.01$0.03$0.59$0.57
2016Summary only. Only limited summary data is available for this year.$2.56$2.00$0.56$0.00$0.10$0.10
2015Summary only. Only limited summary data is available for this year.$1.00$0.34$0.66$0.00$0.15$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.94$1.59$0.64$1.33$1.79$0.46
2012Summary only. Only limited summary data is available for this year.$1.02$1.21$0.19$1.77$1.91$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.98$0.05$1.90
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.94$0.02$1.72