Civic Intelligence

Albert & Trudy Kallis Foundation California Public Benefit Corp

990PF • Fiscal year 2020 • EIN 95-3247394

Aug 01, 2019 to Jul 31, 2020 • Filed on May 13, 2021

Organization Profile
PO Box 1744Lake Arrowhead, CA 92352

(310) 600-0067

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

3347%

Higher net margin than 100% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$23,990

Up $8,453 (+54%) from 2016

Net Assets

$23,990

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$200

Down $16,700 (-101%) from 2016

Expenses

Down

$6,493

Down $5,975 (-48%) from 2016

Net Income

Down

-$6,693

Down $10,725 (-266%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2012: $40,909Liabilities 2012: $12012Assets 2013: $23,590Liabilities 2013: $02013Assets 2014: $16,461Liabilities 2014: $02014Assets 2015: $11,504Liabilities 2015: $02015Assets 2016: $15,537Liabilities 2016: $12016Assets 2020: $23,990Liabilities 2020: $0Net Assets 2020: $23,9902020Assets 2021: $43,793Liabilities 2021: $0Net Assets 2021: $43,7932021Assets 2022: $40,963Liabilities 2022: $0Net Assets 2022: $40,9632022Assets 2023: $52,809Liabilities 2023: $0Net Assets 2023: $52,8092023Assets 2024: $49,866Liabilities 2024: $0Net Assets 2024: $49,8662024Assets 2025: $57,706Liabilities 2025: $0Net Assets 2025: $57,7062025

Highlighted filing

2020

Assets$23,990
Liabilities$0
Net Assets$23,990
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2012: $50,968Expenses 2012: $100,443Net Income 2012: -$49,4752012Revenue 2013: $2,406Expenses 2013: $19,670Net Income 2013: -$17,2642013Revenue 2014: $5,092Expenses 2014: $12,221Net Income 2014: -$7,1292014Revenue 2015: $8,930Expenses 2015: $13,887Net Income 2015: -$4,9572015Revenue 2016: $16,500Expenses 2016: $12,468Net Income 2016: $4,0322016Revenue 2020: -$200Expenses 2020: $6,493Net Income 2020: -$6,6932020Revenue 2021: $25,027Expenses 2021: $5,224Net Income 2021: $19,8032021Revenue 2022: $1,600Expenses 2022: $4,430Net Income 2022: -$2,8302022Revenue 2023: $16,695Expenses 2023: $4,849Net Income 2023: $11,8462023Revenue 2024: $7,803Expenses 2024: $10,746Net Income 2024: -$2,9432024Revenue 2025: $11,188Expenses 2025: $3,348Net Income 2025: $7,8402025

Highlighted filing

2020

Revenue-$200
Expenses$6,493
Net Income-$6,693
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
May 13, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT J KALLISPresident/C.F.OPT$0--
DANIEL S KALLISDirector-$0--
MATTHEW D KALLISSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Albert & Trudy Kallis Foundation
EIN
95-3247394
Phone
3106000067
Address
PO BOX 1744, LAKE ARROWHEAD, CA 92352

Signing Officer

Name
Matthew D Kallis
Title
Secretary
Signed
2021-05-13
Discuss with paid preparer
No
Raw XML Appendix233 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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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt026497
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0397
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01305
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt026100
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt026497
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt016.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALBERT J KALLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DANIEL S KALLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MATTHEW D KALLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/C.F.O
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05786
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05786
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Income derived from film sales, rentals and royalties contributes directly to the Foundation's exempt purpose.
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0923521744
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MATTHEW D KALLIS
IRS990PF/StatementsRegardingActyGrp/PhoneNum03106000067
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.kallis.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The foundation undertakes projects in support of various non-profit organizations involved in the arts. The foundation is engaged in pre-production research and development for various documentary projects. It is also working with a non-profit organization mounting a film festival.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt05750
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Your film submission must be on DVD or VHS tape cued to the start of the program. This grant competition is free-form. Entries to the competition can be on any subject and there are no restrictions on the running time.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MATTHEW D KALLIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03106000067
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ALBERT J KALLIS
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Outside Production Services
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05750
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Whole Dollar Rounding
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt126
TaxesSchedule/TaxesDetail/CategoryTxt0CA Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt1CA Secretary of State
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt126
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW D KALLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBERT & TRUDY KALLIS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0A CALIFORNIA PUBLIC BENEFIT CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0953247394
ReturnHeader/Filer/PhoneNum03106000067
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1744
ReturnHeader/Filer/USAddress/CityNm0LAKE ARROWHEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092352
ReturnHeader/ReturnTs02021-05-13T15:23:22-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$23,990
Liabilities
$0
Net assets
$23,990
Revenue
-$200
Expenses
$6,493
Net income
-$6,693
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.11$0.03$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.08$0.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.17$0.05$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.02$0.04$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.25$0.05$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$0.06$0.07
2016Summary only. Only limited summary data is available for this year.$0.16$0.00$0.17$0.12$0.04
2015Summary only. Only limited summary data is available for this year.$0.12$0.00$0.09$0.14$0.05
2014Summary only. Only limited summary data is available for this year.$0.16$0.00$0.05$0.12$0.07
2013Summary only. Only limited summary data is available for this year.$0.24$0.00$0.02$0.20$0.17
2012Summary only. Only limited summary data is available for this year.$0.41$0.00$0.51$1.00$0.49