Civic Intelligence

The Mericos Foundation

990PF • Fiscal year 2021 • EIN 95-3500491

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 11, 2022

Organization Profile
625 Fair Oaks Avenue 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

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

65th percentile

0.56x

Higher debt load relative to revenue than 65% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

2nd percentile

-218%

Higher net margin than 2% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

67th percentile

16%

Faster asset growth than 67% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

46th percentile

8.3%

Faster revenue growth than 46% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$58,076,767

Up $7,888,020 (+16%) from 2020

Net Assets

Up

$57,577,068

Up $7,785,151 (+16%) from 2020

Liabilities

Up

$499,699

Up $102,869 (+26%) from 2020

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin2nd percentile

Revenue

Up

$891,679

Up $68,006 (+8.3%) from 2020

Expenses

Up

$2,834,912

Up $581,766 (+26%) from 2020

Net Income

Down

-$1,943,233

Down $513,760 (-36%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2021

Assets$58,076,767
Liabilities$499,699
Net Assets$57,577,068
Open 2021 Filing

Operations Trend

Revenue Growth46th 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

2021

Revenue$891,679
Expenses$2,834,912
Net Income-$1,943,233
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 11, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNE W BLOKKERPresident/Director-$0--
LINDA J BLINKENBERGVice President/Director-$0--
JULIE LYTLE NESBITSecretary/Director-$0--
DAVID DAHLCFO/Director-$0--
ARLO G SORENSENDirector-$0--
MICHAEL J CASEYDirector-$0--
DOMINIQUE BLOKKERDirector-$0--
KATHERINE SOLANIDirector-$0--
GALE WHITTIER-FERGUSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Mericos Foundation
EIN
95-3500491
Phone
6264415188
Address
625 FAIR OAKS AVENUE 360, SOUTH PASADENA, CA 91030

Signing Officer

Name
Pegine E Grayson Jd Cap
Title
Secretary/executive Director
Phone
6264415188
Signed
2022-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
700 SOUTH FLOWER STREET SUITE 3300, LOS ANGELES, CA 90017
Preparer
Lizbeth G Nevarez
Phone
3108731600
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1943233
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03011253
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0703591
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02572464
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01497
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01497
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0217159
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt014647
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0325109
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0108370
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0433479
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0158126
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02614217
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0112569
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02834912
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02685033
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0891679
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0339217
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0112569
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0609912
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02307662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0703591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2552278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-18553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4162925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5298564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6595490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0703591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2552278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-18553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4162925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5298564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6595490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03011253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GREATPOINT VENTURES INNOVATION FUND II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2WHITTIER CORPORATE AMERICA FUND, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WHITTIER CORE FIXED INCOME FUND LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4WHITTIER INTERNATIONAL FUND A LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5WHITTIER SMID CAP FUND, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6WHITTIER VALUE FUND A, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02294433
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1943233
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09728384
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt057577068
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt049791917
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt057577068
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02859014
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02859014
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02859014
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02894771
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt035757
IRS990PF/DistributableAmountGrp/TotalTaxAmt035757
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04112
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt014869
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt025000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt035757
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04112
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt035757
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt035757
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt039869
IRS990PF/FMVAssetsEOYAmt058076767
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt033713
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt037786
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01014
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0919
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0919
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01169597
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0483271
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0483271
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06873452
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07386367
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07386367
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt049791917
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt057577068
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0230993
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0225676
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0225676
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt040102608
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt049164766
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt049164766
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0313117
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0461913
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt015484
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt06228
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt06228
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01640265
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0565632
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0565632
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt050188747
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt058076767
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt058076767
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0396830
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0499699
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt050188747
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt058076767
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt049791917
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt057577068
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0155334
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0243908
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0243908
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt058777074
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0962566
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08636155
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0881656
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt049178353
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02894771
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt057895418
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt058777074
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0WHITTIER TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0433479
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MGMT & PHILANTHROPIC 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/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
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

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,076,767
Liabilities
$499,699
Net assets
$57,577,068
Revenue
$891,679
Expenses
$2,834,912
Net income
-$1,943,233
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
2021Detailed filing. Detailed filing data is available for this year.$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