Civic Intelligence

Alix Brotman Foundation C/O Nsbn LLP

EIN 95-2589230 • Los Angeles, CA

1925 Century Park East 16th FloorLos Angeles, CA 90067
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

93rd percentile

68%

Higher net margin than 93% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$1,800

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

1553%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $195,366 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $195,366 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin93rd percentile

Revenue

Up

$41,056

Up $38,573 (+1553%) from 2022

Expenses

Down

$13,278

Down $187 (-1.4%) from 2022

Net Income

Up

$27,778

Up $38,760 (+353%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $237,498Liabilities 2011: $02011Assets 2012: $229,619Liabilities 2012: $02012Assets 2013: $227,346Liabilities 2013: $5,0002013Assets 2014: $228,353Liabilities 2014: $02014Assets 2015: $224,045Liabilities 2015: $0Net Assets 2015: $224,0452015Assets 2016: $209,385Liabilities 2016: $0Net Assets 2016: $209,3852016Assets 2018: $205,570Liabilities 2018: $0Net Assets 2018: $205,5702018Assets 2019: $244,057Liabilities 2019: $0Net Assets 2019: $244,0572019Assets 2020: $219,565Liabilities 2020: $0Net Assets 2020: $219,5652020Assets 2021: $206,348Liabilities 2021: $0Net Assets 2021: $206,3482021Assets 2022: $195,366Liabilities 2022: $0Net Assets 2022: $195,3662022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $2,994Expenses 2011: $18,182Net Income 2011: -$15,1882011Revenue 2012: $5,433Expenses 2012: $13,312Net Income 2012: -$7,8792012Revenue 2013: $11,150Expenses 2013: $18,423Net Income 2013: -$7,2732013Revenue 2014: $22,224Expenses 2014: $16,217Net Income 2014: $6,0072014Revenue 2015: $16,188Expenses 2015: $20,496Net Income 2015: -$4,3082015Revenue 2016: $9,071Expenses 2016: $23,731Net Income 2016: -$14,6602016Revenue 2018: $27,410Expenses 2018: $24,209Net Income 2018: $3,2012018Revenue 2019: $75,365Expenses 2019: $36,878Net Income 2019: $38,4872019Revenue 2020: $2,687Expenses 2020: $27,179Net Income 2020: -$24,4922020Revenue 2021: $12,288Expenses 2021: $25,505Net Income 2021: -$13,2172021Revenue 2022: $2,483Expenses 2022: $13,465Net Income 2022: -$10,9822022Revenue 2023: $41,056Expenses 2023: $13,278Net Income 2023: $27,7782023

Highlighted filing

2023

Revenue$41,056
Expenses$13,278
Net Income$27,778
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$41,056
Expenses
$13,278
Net income
$27,778
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.41$0.13$0.28
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.02$0.13$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.12$0.26$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.03$0.27$0.24
2019Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.75$0.37$0.38
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.27$0.24$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.09$0.24$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.16$0.20$0.04
2014Summary only. Only limited summary data is available for this year.$2.28$0.00$0.22$0.16$0.06
2013Summary only. Only limited summary data is available for this year.$2.27$0.05$0.11$0.18$0.07
2012Summary only. Only limited summary data is available for this year.$2.30$0.00$0.05$0.13$0.08
2011Summary only. Only limited summary data is available for this year.$2.37$0.00$0.03$0.18$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 12, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TONI BROTMAN WALDPresident-$1,800-$1,800
ALEXIS WALDSecretary-$1,800-$1,800
LENA WALDTreasurer-$1,800-$1,800
ALISON ROVENDirector-$1,200-$1,200
Filing and Contact Details

Filer

Filer Name
Alix Brotman Foundation
EIN
95-2589230
Phone
3103128221
Address
1925 CENTURY PARK EAST 16TH FLOOR, LOS ANGELES, CA 90067

Signing Officer

Name
Toni Wald
Title
President
Phone
3102732501
Signed
2024-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
8390 EAST CRESCENT PARKWAY SUITE, 300, GREENWOOD VILLAGE, CO 80111
Preparer
Sarah Hintz
Phone
3037795710
Raw XML Appendix324 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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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0THE FINAL DISTRIBUTION OF ASSETS WAS MADE ON DECEMBER 31, 2023. THE DISTRIBUTED ASSETS CONSISTED OF CASH AND PUBLICLY TRADED SECURITIES FROM CHECKING AND BROKERAGE ACCOUNTS.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TONI BROTMAN WALD
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum03102732501
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0OUTLINE OF PROJECT & LETTER OF SUBMISSION. IF ADDITIONAL INFORMATION IS NEEDED, IT WILL BE REQUESTED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0TONI WALD CO ALIX BROTMAN FOUNDATIO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03102732501
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd090067
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FAVOR SO. CALIFORNIA AREA AND GRANTS RELATING TO CHILDREN, ARTS, EDUCATION, MEDICAL AND THE ENVIRONMENT. ADWARDS LIMITED TO IRC SECTION 501 (C)(3) ORGANIZATIONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE - ACCEPTED ANYTIME.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0TONI BROTMAN WALD
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ALEXIS WALD
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2LENA WALD
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06242
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09779
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03537
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06785
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06960
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012772
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04665
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03537
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01128
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt026517
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06785
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06960
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012772
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06242
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt027645
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt031182
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE FOUNDATION MERGED INTO THE BROTMAN FOUNDATION OF CALIFORNIA, 95-6094639.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0223144
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MERGER WITH THE BROTMAN FOUNDATION OF CALIFORNIA, 95-6094639
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01482
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01482
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/Amt273
TaxesSchedule/TaxesDetail/CategoryTxt0AG RCT FEE
TaxesSchedule/TaxesDetail/CategoryTxt1SOS FEE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES PAID ON DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt273
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TONI WALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03102732501
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALIX BROTMAN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CLIFTONLARSONALLEN LLP
ReturnHeader/Filer/BusinessNameControlTxt0ALIX
ReturnHeader/Filer/EIN0952589230
ReturnHeader/Filer/PhoneNum03103128221
ReturnHeader/Filer/USAddress/AddressLine1Txt01925 CENTURY PARK EAST 16TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08390 EAST CRESCENT PARKWAY SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWOOD VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080111
ReturnHeader/PreparerPersonGrp/PhoneNum03037795710
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH HINTZ
ReturnHeader/ReturnTs02024-10-21T17:58:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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