Civic Intelligence

Twelve Oaks Foundation

990 • Fiscal year 2020 • EIN 95-1750019

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 28, 2021

Organization ProfileWWW.TWELVEOAKS.ORG
605 E Huntington Drive No 207Monrovia, CA 91016

(626) 403-5400

Siviq Scores

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

Liabilities / Assets

98th percentile

1.70x

Higher debt load relative to assets than 98% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

93rd percentile

3.29x

Higher debt load relative to revenue than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

26th percentile

-6.9%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

44th percentile

3.4%

Faster asset growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

63rd percentile

8.4%

Faster revenue growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$2,824,274

Up $93,615 (+3.4%) from 2019

Net Assets

Down

-$1,964,828

Down $99,938 (-5.4%) from 2019

Liabilities

Up

$4,789,102

Up $193,553 (+4.2%) from 2019

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin26th percentile

Revenue

Up

$1,456,375

Up $112,431 (+8.4%) from 2019

Expenses

Down

$1,556,313

Down $509,218 (-25%) from 2019

Net Income

Up

-$99,938

Up $621,649 (+86%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2020

Assets$2,824,274
Liabilities$4,789,102
Net Assets-$1,964,828
Open 2020 Filing

Operations Trend

Revenue Growth63rd 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

2020

Revenue$1,456,375
Expenses$1,556,313
Net Income-$99,938
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 28, 2021
Return Version
2020v4.1
Gross Receipts
$1,456,375
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$2,150,098$2,274,882▲ $124,784
Cash and Non-Interest-Bearing Accounts$78,787$467,891▲ $389,104
Savings and Temporary Cash Investments$75,246$75,246→ $0
Prepaid Expenses and Deferred Charges$1,229$6,243▲ $5,014
Accounts Receivable$16,353$12▼ $16,341
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-1,864,890$-1,964,828▼ $99,938
Total Assets$2,730,659$2,824,274▲ $93,615
Other Assets Total$408,946$0▼ $408,946
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,519,611$4,675,481▲ $155,870
Accounts Payable and Accrued Expenses$75,938$113,621▲ $37,683
Total Liabilities$4,595,549$4,789,102▲ $193,553
Net Assets / Fund Balance
Total Net Assets Fund Balance$-1,864,890$-1,964,828▼ $99,938
Total Liabilities and Net Assets / Fund Balance$2,730,659$2,824,274▲ $93,615

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,663,547$808,288$2,471,835
Other Land Buildings$605,660-$605,660
Land$5,675-$5,675
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Rose Chan LouiDirector, President
Fernando Aenlle-rochaDirector
Karen Gee-mcauleyDirector, Secretary
James KambeDirector, Treasurer
Eric Amend Thru 62420Director, VP Development
Gabriel Mendham ChuckDirector, VP Operations

Highest Paid Contractors

ContractorServicesLocationCompensation
Northstar Senior Living LLCManagement2334 WASHINGTON AVE A, Redding, CA 96001$211,231
Revenue and Support

Revenue Composition

Contributions and Grants
$2,518
Program Service Revenue
$1,446,318
Investment Income
$0
Other Revenue
$7,539
All Other Contributions
$2,518
Change in Net Assets
$-99,938
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,556,313
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
All Other Expenses$163,112$62,671-$225,783
Fees for Services Management$196,445$14,786-$211,231
Interest$111,222--$111,222
Other Expenses$103,007--$103,007
Insurance$26,682$8,403-$35,085
Advertising$30,595--$30,595
Fees for Services Accounting-$28,691-$28,691
Occupancy$5,389--$5,389
Information Technology$2,549$2,549-$5,098
Office Expenses$2,717--$2,717
Total Functional Expenses$1,439,213$117,100$0$1,556,313
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
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
6264035400
Address
605 E HUNTINGTON DRIVE NO 207, MONROVIA, CA 91016

Signing Officer

Name
James S Rothrock
Title
President & CEO
Phone
6264035400
Signed
2021-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James S Rothrock
Formed
1935
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
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 Appendix392 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
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IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0ASSISTED LIVING & RENT
IRS990/ProgramServiceRevenueGrp/Desc1ANCILLARY SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01399793
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt146525
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01399793
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt146525
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01500
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02273
IRS990/PYOtherExpensesAmt02065531
IRS990/PYOtherRevenueAmt087
IRS990/PYProgramServiceRevenueAmt01340084
IRS990/PYRevenuesLessExpensesAmt0-721587
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02065531
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01343944
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-99938
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01446318
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-1864890
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-1964828
IRS990/SavingsAndTempCashInvstGrp/BOYAmt075246
IRS990/SavingsAndTempCashInvstGrp/EOYAmt075246
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2019 AMOUNT: $ 87. 2020 AMOUNT: $ 7,539.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02518
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020196
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02273
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0113
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02386
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03681881
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt07539
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt087
IRS990ScheduleA/OtherIncome170Grp/TotalAmt07626
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.35750
IRS990ScheduleA/PublicSupportPY170Pct00.40160
IRS990ScheduleA/PublicSupportTotal170Amt010800
IRS990ScheduleA/SubstantialContributorsTotAmt09396
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02518
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06178
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt020196
IRS990ScheduleA/TotalSupportAmt030208
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01663547
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0808288
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02471835
IRS990ScheduleD/LandGrp/BookValueAmt05675
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05675
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0605660
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0605660
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02274882
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/TotalAssetsBOYAmt02730659
IRS990/TotalAssetsEOYAmt02824274
IRS990/TotalAssetsGrp/BOYAmt02730659
IRS990/TotalAssetsGrp/EOYAmt02824274
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02518
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0117100
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01439213
IRS990/TotalFunctionalExpensesGrp/TotalAmt01556313
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04595549
IRS990/TotalLiabilitiesEOYAmt04789102
IRS990/TotalLiabilitiesGrp/BOYAmt04595549
IRS990/TotalLiabilitiesGrp/EOYAmt04789102
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1864890
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1964828
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01439213
IRS990/TotalProgramServiceRevenueAmt01446318
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07539
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01446318
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01456375
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02730659
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02824274
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0605 E HUNTINGTON DRIVE NO 207
IRS990/USAddress/CityNm0MONROVIA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091016
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.TWELVEOAKS.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES S ROTHROCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06264035400
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TWELVE OAKS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TWEL
ReturnHeader/Filer/EIN0951750019
ReturnHeader/Filer/PhoneNum06264035400
ReturnHeader/Filer/USAddress/AddressLine1Txt0605 E HUNTINGTON DRIVE NO 207
ReturnHeader/Filer/USAddress/CityNm0MONROVIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091016
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010960 WILSHIRE BLVD SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090024
ReturnHeader/PreparerPersonGrp/PhoneNum03104770450
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN A HAVERLOCK
ReturnHeader/ReturnTs02021-08-03T12:19:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROTHROCK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,824,274
Liabilities
$4,789,102
Net assets
-$1,964,828
Revenue
$1,456,375
Expenses
$1,556,313
Net income
-$99,938
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