Civic Intelligence

The Mericos Foundation

990PF • Fiscal year 2017 • EIN 95-3500491

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

Organization Profile
625 Fair Oaks Avenue Suite 360South Pasadena, CA 91030

(626) 441-5188

Siviq Scores

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

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

55th percentile

0.34x

Higher debt load relative to revenue than 55% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

3rd percentile

-96%

Higher net margin than 3% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

63rd percentile

8.0%

Faster asset growth than 63% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2015 to 2017

Revenue Growth

3rd percentile

-64%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$43,574,535

Up $6,247,223 (+17%) from 2015

Net Assets

$43,237,326

No earlier filing loaded for comparison.

Liabilities

Up

$337,209

Up $148,341 (+79%) from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin3rd percentile

Revenue

Down

$982,552

Down $6,435,517 (-87%) from 2015

Expenses

Up

$1,925,939

Up $283,757 (+17%) from 2015

Net Income

Down

-$943,387

Down $6,719,274 (-116%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$60M$40M$20M$0Assets 2011: $29,527,345Liabilities 2011: $117,2162011Assets 2012: $31,945,984Liabilities 2012: $125,8752012Assets 2013: $38,476,380Liabilities 2013: $194,1002013Assets 2014: $39,763,835Liabilities 2014: $590,4202014Assets 2015: $37,327,312Liabilities 2015: $188,8682015Assets 2017: $43,574,535Liabilities 2017: $337,209Net Assets 2017: $43,237,3262017Assets 2018: $38,908,226Liabilities 2018: $458,592Net Assets 2018: $38,449,6342018Assets 2019: $45,459,648Liabilities 2019: $321,149Net Assets 2019: $45,138,4992019Assets 2020: $50,188,747Liabilities 2020: $396,830Net Assets 2020: $49,791,9172020Assets 2021: $58,076,767Liabilities 2021: $499,699Net Assets 2021: $57,577,0682021Assets 2022: $44,732,372Liabilities 2022: $957,9502022Assets 2023: $50,562,944Liabilities 2023: $535,2582023Assets 2024: $56,321,023Liabilities 2024: $702,738Net Assets 2024: $55,618,2852024

Highlighted filing

2017

Assets$43,574,535
Liabilities$337,209
Net Assets$43,237,326
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,054,126Expenses 2011: $2,072,484Net Income 2011: -$1,018,3582011Revenue 2012: $1,636,528Expenses 2012: $1,245,487Net Income 2012: $391,0412012Revenue 2013: $1,706,852Expenses 2013: $1,119,260Net Income 2013: $587,5922013Revenue 2014: $1,968,176Expenses 2014: $2,004,291Net Income 2014: -$36,1152014Revenue 2015: $7,418,069Expenses 2015: $1,642,182Net Income 2015: $5,775,8872015Revenue 2017: $982,552Expenses 2017: $1,925,939Net Income 2017: -$943,3872017Revenue 2018: $998,269Expenses 2018: $2,482,477Net Income 2018: -$1,484,2082018Revenue 2019: $484,255Expenses 2019: $2,045,998Net Income 2019: -$1,561,7432019Revenue 2020: $823,673Expenses 2020: $2,253,146Net Income 2020: -$1,429,4732020Revenue 2021: $891,679Expenses 2021: $2,834,912Net Income 2021: -$1,943,2332021Revenue 2022: $729,442Expenses 2022: $4,061,798Net Income 2022: -$3,332,3562022Revenue 2023: $627,204Expenses 2023: $3,366,151Net Income 2023: -$2,738,9472023Revenue 2024: $896,407Expenses 2024: $3,782,676Net Income 2024: -$2,886,2692024

Highlighted filing

2017

Revenue$982,552
Expenses$1,925,939
Net Income-$943,387
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNE W BLOKKERPresident/Director-$0--
ARLO G SORENSENDirector-$0--
LINDA J BLINKENBERGVice President/Director-$0--
MICHAEL J CASEYDirector-$0--
JULIE LYTLE NESBITSecretary/Director-$0--
DAVID DAHLCFO/Director-$0--
JEFF BLOKKERDirector-$0--
DEBBIE BABCOCKDirector-$0--
DONALD WHITTIERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Mericos Foundation
EIN
95-3500491
In Care Of
% WHITTIER TRUST COMPANY
Phone
6264415188
Address
625 FAIR OAKS AVENUE SUITE 360, SOUTH PASADENA, CA 91030

Signing Officer

Name
Julie Lytle Nesbit
Title
Secretary
Phone
6264415188
Signed
2018-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer
Stephanie Wilkinson
Phone
8053748555
Raw XML AppendixShowing 400 of 992 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CLASS ACTION PROCEEDS - ADELPHIA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CLASS ACTION PROCEEDS - ENRON
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01178960
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-943387
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05185117
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt043237326
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt038995596
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt043237326
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02031128
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02031128
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02031128
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02048038
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016910
IRS990PF/DistributableAmountGrp/TotalTaxAmt016910
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt012836
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt022246
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt07500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016910
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012836
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016910
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016910
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt029746
IRS990PF/FMVAssetsEOYAmt043574535
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt029014
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt031745
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0557328
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-41826
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-41826
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03831371
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05000889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05000889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06987343
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06796508
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06796508
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0284347
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0125000
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0293592
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0289873
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0289873
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt023705374
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt027322177
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt027322177
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0106736
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0180464
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt016841
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt010905
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt010905
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0550661
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0800706
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0800706
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt039415693
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt043574535
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt043574535
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0420097
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0337209
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt039415693
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt043574535
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt038995596
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt043237326
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt038995596
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt043237326
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03473183
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03395303
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt03395303
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt041584531
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01024114
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt040467958
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0623768
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt092459
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02048038
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt040960763
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt041584531
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0WHITTIER TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0364950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0PHILANTHROPIC SVCS.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0625 FAIR OAKS AVENUE SUITE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd091030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt72.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt82.0
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/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
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/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
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/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOANNE W BLOKKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ARLO G SORENSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LINDA J BLINKENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHAEL J CASEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JULIE LYTLE NESBIT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DAVID DAHL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JEFF BLOKKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7DEBBIE BABCOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8DONALD WHITTIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5CFO/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0625 FAIR OAKS AVENUE SUITE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1625 FAIR OAKS AVENUE SUITE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2625 FAIR OAKS AVENUE SUITE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3625 FAIR OAKS AVENUE SUITE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4625 FAIR OAKS AVENUE SUITE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5625 FAIR OAKS AVENUE SUITE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6625 FAIR OAKS AVENUE SUITE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7625 FAIR OAKS AVENUE SUITE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8625 FAIR OAKS AVENUE SUITE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd391030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd491030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd591030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd691030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd791030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd891030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01637038
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01653948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01629891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01967419
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01491505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0986664
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01177153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.039966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.043566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.03862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.028375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.037946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt016910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt040960763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt037411794
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt038333651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt038619922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt034772351
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt031022055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01821183
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.199831
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01804273
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01821183
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt016910

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,574,535
Liabilities
$337,209
Net assets
$43,237,326
Revenue
$982,552
Expenses
$1,925,939
Net income
-$943,387
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$56.3$0.70$55.6$0.90$3.78$2.89
2023Summary only. Only limited summary data is available for this year.$50.6$0.54$0.63$3.37$2.74
2022Summary only. Only limited summary data is available for this year.$44.7$0.96$0.73$4.06$3.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.1$0.50$57.6$0.89$2.83$1.94
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.2$0.40$49.8$0.82$2.25$1.43
2019Detailed filing. Detailed filing data is available for this year.$45.5$0.32$45.1$0.48$2.05$1.56
2018Detailed filing. Detailed filing data is available for this year.$38.9$0.46$38.4$1.00$2.48$1.48
2017Detailed filing. Detailed filing data is available for this year.$43.6$0.34$43.2$0.98$1.93$0.94
2015Summary only. Only limited summary data is available for this year.$37.3$0.19$7.42$1.64$5.78
2014Summary only. Only limited summary data is available for this year.$39.8$0.59$1.97$2.00$0.04
2013Summary only. Only limited summary data is available for this year.$38.5$0.19$1.71$1.12$0.59
2012Summary only. Only limited summary data is available for this year.$31.9$0.13$1.64$1.25$0.39
2011Summary only. Only limited summary data is available for this year.$29.5$0.12$1.05$2.07$1.02