Civic Intelligence

The Mericos Foundation

990PF • Fiscal year 2018 • EIN 95-3500491

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

63rd percentile

0.46x

Higher debt load relative to revenue than 63% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

2nd percentile

-149%

Higher net margin than 2% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

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.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

7th percentile

-11%

Faster asset growth than 7% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

38th percentile

1.6%

Faster revenue growth than 38% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$38,908,226

Down $4,666,309 (-11%) from 2017

Net Assets

Down

$38,449,634

Down $4,787,692 (-11%) from 2017

Liabilities

Up

$458,592

Up $121,383 (+36%) from 2017

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin2nd percentile

Revenue

Up

$998,269

Up $15,717 (+1.6%) from 2017

Expenses

Up

$2,482,477

Up $556,538 (+29%) from 2017

Net Income

Down

-$1,484,208

Down $540,821 (-57%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2018

Assets$38,908,226
Liabilities$458,592
Net Assets$38,449,634
Open 2018 Filing

Operations Trend

Revenue Growth38th 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

2018

Revenue$998,269
Expenses$2,482,477
Net Income-$1,484,208
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
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--
DONJA DALQUISTDirector-$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
2019-11-15
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 1,207 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/PropertyDesc3PUBLICLY TRADED SECURITIES - WASH SALE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41,950 SHS ENERGY TRANSFER OPERATING LP SERIES C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01093694
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1484208
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03303484
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt041753118
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt043237326
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt038449634
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02088006
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02088006
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02088006
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02104348
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016342
IRS990PF/DistributableAmountGrp/TotalTaxAmt016342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08994
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt022836
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08994
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt025336
IRS990PF/FMVAssetsEOYAmt038908226
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt031745
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt028220
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-41826
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt065179
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt065179
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05000889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05025743
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05025743
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06796508
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04990251
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04990251
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0125000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0313619
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0289873
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0284991
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0284991
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt027322177
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt024592011
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt024592011
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0180464
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0116753
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt010905
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt011681
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt011681
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0800706
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01228973
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01228973
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt043574535
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt038908226
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt038908226
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0337209
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0458592
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt043574535
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt038908226
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt043237326
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt038449634
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt043237326
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt038449634
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03395303
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02709397
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02709397
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt042727876
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0983573
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt041655505
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0640918
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt088798
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02104348
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt042086958
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt042727876
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0367663
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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.0
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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/PersonNm6DONJA DALQUIST
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/AdjNetVlNoncharitableAssetsAmt01733436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01749778
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01804273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01629891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01967419
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01491505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0986664
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041187
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.044049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.028375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt016342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt042086958
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt040960763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt037411794
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt038333651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt038619922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt034772351

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,908,226
Liabilities
$458,592
Net assets
$38,449,634
Revenue
$998,269
Expenses
$2,482,477
Net income
-$1,484,208
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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