Civic Intelligence

Jules and Doris Stein UCLA Support Group

EIN 95-3976190 • 501(c)3 • Agoura Hills, CA

Profile

Provide funds for medical equipment, research, program services and community outreach.

28632 Roadside Drive 143Agoura Hills, CA 91301

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

9th percentile

-38%

Higher net margin than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

34th percentile

-1.1%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-89%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,555,252

Down $27,546 (-1.1%) from 2023

Liabilities

Down

$426

Down $64,983 (-99%) from 2023

Net Assets

Up

$2,554,826

Up $37,437 (+1.5%) from 2023

Revenue

Down

$106,073

Down $847,099 (-89%) from 2023

Expenses

Up

$145,977

Up $89,304 (+158%) from 2023

Net Income

Down

-$39,904

Down $936,403 (-104%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $9,973,520Liabilities 2011: $3,524Net Assets 2011: $9,969,9962011Assets 2012: $10,081,934Liabilities 2012: $1,994Net Assets 2012: $10,079,9402012Assets 2013: $10,048,111Liabilities 2013: $1,126Net Assets 2013: $10,046,9852013Assets 2014: $1,938,375Liabilities 2014: $1,383Net Assets 2014: $1,936,9922014Assets 2015: $1,746,615Liabilities 2015: $7,227Net Assets 2015: $1,739,3882015Assets 2016: $1,736,211Liabilities 2016: $2,864Net Assets 2016: $1,733,3472016Assets 2017: $1,711,376Liabilities 2017: $735Net Assets 2017: $1,710,6412017Assets 2018: $1,708,125Liabilities 2018: $2,829Net Assets 2018: $1,705,2962018Assets 2019: $1,738,454Liabilities 2019: $65,638Net Assets 2019: $1,672,8162019Assets 2020: $1,787,664Liabilities 2020: $66,218Net Assets 2020: $1,721,4462020Assets 2021: $1,762,796Liabilities 2021: $65,711Net Assets 2021: $1,697,0852021Assets 2022: $1,665,715Liabilities 2022: $69,000Net Assets 2022: $1,596,7152022Assets 2023: $2,582,798Liabilities 2023: $65,409Net Assets 2023: $2,517,3892023Assets 2024: $2,555,252Liabilities 2024: $426Net Assets 2024: $2,554,8262024

Highlighted filing

2024

Assets$2,555,252
Liabilities$426
Net Assets$2,554,826

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $284,833Expenses 2011: $66,861Net Income 2011: $217,9722011Revenue 2012: $120,840Expenses 2012: $38,839Net Income 2012: $82,0012012Revenue 2013: $32,520Expenses 2013: $37,408Net Income 2013: -$4,8882013Revenue 2014: $51,607Expenses 2014: $8,126,707Net Income 2014: -$8,075,1002014Revenue 2015: $42,631Expenses 2015: $216,648Net Income 2015: -$174,0172015Revenue 2016: $39,190Expenses 2016: $48,388Net Income 2016: -$9,1982016Revenue 2017: $37,645Expenses 2017: $61,230Net Income 2017: -$23,5852017Revenue 2018: $52,296Expenses 2018: $38,521Net Income 2018: $13,7752018Revenue 2019: $52,125Expenses 2019: $107,628Net Income 2019: -$55,5032019Revenue 2020: $29,782Expenses 2020: $18,721Net Income 2020: $11,0612020Revenue 2021: $15,585Expenses 2021: $13,667Net Income 2021: $1,9182021Revenue 2022: $29,004Expenses 2022: $13,006Net Income 2022: $15,9982022Revenue 2023: $953,172Expenses 2023: $56,673Net Income 2023: $896,4992023Revenue 2024: $106,073Expenses 2024: $145,977Net Income 2024: -$39,9042024

Highlighted filing

2024

Revenue$106,073
Expenses$145,977
Net Income-$39,904

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.55$0.11$0.15$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.58$0.07$2.52$0.95$0.06$0.90
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.07$1.60$0.03$0.01$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.07$1.70$0.02$0.01$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.79$0.07$1.72$0.03$0.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.07$1.67$0.05$0.11$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.05$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.04$0.06$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.73$0.04$0.05$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.75$0.01$1.74$0.04$0.22$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.05$8.13$8.08
2013Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.03$0.04$0.00
2012Summary only. Only limited summary data is available for this year.$10.1$0.00$10.1$0.12$0.04$0.08
2011Summary only. Only limited summary data is available for this year.$9.97$0.00$9.97$0.28$0.07$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Gross Receipts
$106,073
Mission and Program Overview

Mission

Provide funds for medical equipment, research, program services and community outreach.

Provide funds for medical equipment, research, program services and community outreach, operations and building maintenance for the jules stein eye institute to preserve sight and prevent blindness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,578,584$2,546,696▼ $31,888
Inventories for Sale or Use$0$4,380▲ $4,380
Savings and Temporary Cash Investments$4,214$4,176▼ $38
Total Assets$2,582,798$2,555,252▼ $27,546
Liabilities
Accounts Payable and Accrued Expenses$65,409$426▼ $64,983
Total Liabilities$65,409$426▼ $64,983
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,543,116$1,590,584▲ $47,468
Net Assets Without Donor Restrictions$974,273$964,242▼ $10,031
Total Net Assets Fund Balance$2,517,389$2,554,826▲ $37,437
Total Liabilities and Net Assets / Fund Balance$2,582,798$2,555,252▼ $27,546

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,546,696--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,543,116-▲ $71,304$23,836$1,590,584
2023$644,409$875,000▲ $31,141$7,434$1,543,116
2022$680,695-▼ $34,821$1,465$644,409
2021$686,015$40▼ $4,160-$680,695
2020$669,299$45▲ $25,637$8,966$686,015
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$106,073
Other Revenue
$0
Change in Net Assets
$-39,904
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$145,308
Grants and Similar Amounts Paid$669
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$99,996--$99,996
Office Expenses$19,874$526-$20,400
Fees for Services Management-$14,266-$14,266
Fees for Services Accounting-$4,500-$4,500
Conferences and Meetings$3,293--$3,293
Insurance-$1,504-$1,504
Occupancy$1,249--$1,249
Grants to Domestic Orgs$669--$669
Other Expenses-$100-$100
Total Functional Expenses$125,081$20,896$0$145,977
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Systems design associates, inc. Provides management services under an agreement dated january 1, 1989. These services include: maintaining the accounting records and assisting in the tax return preparation; providing assistance to the "affiliates" support group; and providing personnel to support the various program services. The trustees have determined that these services are fair and equitable and competively priced. The total cost for these services in 2024 was $14,266.

Form 990, Part VI, Section B, Line 11B

The finance committee will personally meet with the preparer, or their representative, who will review the form 990 in detail and answer trustee questions prior to filing with the internal revenue service. Prior to the finance committee meeting, a final and complete copy of form 990 will be delivered to all trustees with the opportunity for them to either attend or to deliver specific questions or comments to the finance committee for resolution at their meeting with the preparer. The finance committee will make a presentation at the next full trustee meeting to update the members on their review of the form 990 and then the trustees will vote for approval of the form 990.

Form 990, Part VI, Section B, Line 12C

Annually, the conflict of interest policy is provided to all board members at the december meeting with instructions to complete the conflict of interest form and return such to the support group's legal counsel for review and disposition. Once identified, any conflicts of interest are addressed as set forth in the organization's conflict of interest policy.

Form 990, Part VI, Section C, Line 19

The required organizational documents and the form 990 (previous three years) will be available (for inspection or copying) at the organization's main offices during normal business hours at no charge. When responding to a public inspection request, the organization shall fulfill such request in a timely fashion without inquiring as to the reason for the public inspection request.

Part VII, Line 1

Bartly mondino, md is the retired director, stein eye institute. Anne l. Coleman, md, phd is the chair, department of ophthalmology of the university of california at los angeles, and director, stein eye institute of the department of ophthalmology.

Filing and Contact Details

Filer

Filer Name
Jules and Doris Stein Ucla Support Group
EIN
95-3976190
Phone
3102759389
Address
28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301

Signing Officer

Name
Bartly Mondino Md
Title
President
Phone
3102759389
Signed
2025-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bartly Mondino Md
Formed
1985
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
7
Employees
0
Volunteers
80

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
18500 VON KARMAN AVE 10TH FLOOR, IRVINE, CA 92612
Preparer
Brian Yacker
Phone
9492222999
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contracts and grant management: program service expenses 99,996. Management and general expenses 0. Fundraising expenses 0. Total expenses 99,996.

FORM 990, PART XI, LINE 9:

Reversal of prior year payable 65,000.

Financial Statement Notes

PART V, LINE 4:

The endowment funds are held in restricted accounts for the jules stein institute building maintenance. They are released based on the institute's needs based on the individual fund restrictions.

Raw XML AppendixShowing 400 of 472 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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IRS990/ProgSrvcAccomActy2Grp/Desc0VISION IN-SCHOOL - 24 VOLUNTEERS PRESENTED TO 913 STUDENTS (4TH - 6TH GRADE). THE PROGRAM INCLUDED BOVINE COW EYES, PURCHASED OUT OF STATE AND SHIPPED OVERNIGHT. INSTEAD OF PASSING OUT PENCILS, THE PROGRAM PROVIDED STUDENTS WITH A TROLLI CANDY EYE TO TAKE HOME, WHICH HAS A SIMILAR TEXTURE TO A BOVINE EYE, OPPORTUNITY TO DISSECT THE CANDY EYE WITH THEIR PARENT(S) AND ENSURING A REALISTIC EXPERIENCE: A CLASSROOM PROJECT TO BUILD A PAPER EYE MODEL AFTER THE PRESENTATION. THIS INNOVATIVE APPROACH ENHANCES THE STUDENT'S LEARNING EXPERIENCE AND FOSTERS THEIR CREATIVITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt022512
IRS990/ProgSrvcAccomActy3Grp/Desc0DR. TEDDY PROGRAM THE SUPPORT GROUP UNDERWRITES THE MAKE SURGERY BEARABLE PROGRAM WHICH SPONSORS DR. TEDDY BEARS WHICH ARE DISTRIBUTED TO EACH PEDIATRIC PATIENT UNDERGOING EYE SURGERY. IN ADDITION, THE ILLUSTRATED "MAKING EYE SURGERY BEARABLE" CHILDREN'S BOOK WHICH WAS TRANSLATED INTO SPANISH IS DELIVERED TO EACH PEDIATRIC PATIENT IN EITHER ENGLISH OR SPANISH DEPENDING ON WHICH IS APPROPRIATE FOR THE PEDIATRIC PATIENT AND THEIR PARENTS. THE BOOK AND DR. TEDDY HELP ALLEVIATE FEARS AND CONCERNS FOR PEDIATRIC PATIENTS AND THEIR PARENTS BY ILLUSTRATING THE SURGICAL PROCESS PRIOR TO SURGERY. IN 2024 APPROXIMATELY 260 BEARS AND BOOKS WERE DISTRIBUTED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01324
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0669
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0875014
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02500
IRS990/PYInvestmentIncomeAmt078158
IRS990/PYOtherExpensesAmt054173
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0896499
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt056673
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0953172
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-39904
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04214
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04176
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt0125081
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0956006143
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01543116
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01590584
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt071304
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt023836
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0644409
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0875000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01543116
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031141
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt07434
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0680695
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0644409
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-34821
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01465
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0686015
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt040
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0680695
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01200
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4160
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0669299
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt045
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0686015
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt025637
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt08966
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02546696
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PUBLICLY TRADED SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.82150
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE HELD IN RESTRICTED ACCOUNTS FOR THE JULES STEIN INSTITUTE BUILDING MAINTENANCE. THEY ARE RELEASED BASED ON THE INSTITUTE'S NEEDS BASED ON THE INDIVIDUAL FUND RESTRICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.17850
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02546696
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0751454
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1653922
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANNE L COLEMAN MD PHD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1BARTLY MONDINO MD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE/SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0751454
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1653922
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SYSTEMS DESIGN ASSOCIATES, INC. PROVIDES MANAGEMENT SERVICES UNDER AN AGREEMENT DATED JANUARY 1, 1989. THESE SERVICES INCLUDE: MAINTAINING THE ACCOUNTING RECORDS AND ASSISTING IN THE TAX RETURN PREPARATION; PROVIDING ASSISTANCE TO THE "AFFILIATES" SUPPORT GROUP; AND PROVIDING PERSONNEL TO SUPPORT THE VARIOUS PROGRAM SERVICES. THE TRUSTEES HAVE DETERMINED THAT THESE SERVICES ARE FAIR AND EQUITABLE AND COMPETIVELY PRICED. THE TOTAL COST FOR THESE SERVICES IN 2024 WAS $14,266.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FINANCE COMMITTEE WILL PERSONALLY MEET WITH THE PREPARER, OR THEIR REPRESENTATIVE, WHO WILL REVIEW THE FORM 990 IN DETAIL AND ANSWER TRUSTEE QUESTIONS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. PRIOR TO THE FINANCE COMMITTEE MEETING, A FINAL AND COMPLETE COPY OF FORM 990 WILL BE DELIVERED TO ALL TRUSTEES WITH THE OPPORTUNITY FOR THEM TO EITHER ATTEND OR TO DELIVER SPECIFIC QUESTIONS OR COMMENTS TO THE FINANCE COMMITTEE FOR RESOLUTION AT THEIR MEETING WITH THE PREPARER. THE FINANCE COMMITTEE WILL MAKE A PRESENTATION AT THE NEXT FULL TRUSTEE MEETING TO UPDATE THE MEMBERS ON THEIR REVIEW OF THE FORM 990 AND THEN THE TRUSTEES WILL VOTE FOR APPROVAL OF THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY, THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL BOARD MEMBERS AT THE DECEMBER MEETING WITH INSTRUCTIONS TO COMPLETE THE CONFLICT OF INTEREST FORM AND RETURN SUCH TO THE SUPPORT GROUP'S LEGAL COUNSEL FOR REVIEW AND DISPOSITION. ONCE IDENTIFIED, ANY CONFLICTS OF INTEREST ARE ADDRESSED AS SET FORTH IN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE REQUIRED ORGANIZATIONAL DOCUMENTS AND THE FORM 990 (PREVIOUS THREE YEARS) WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICES DURING NORMAL BUSINESS HOURS AT NO CHARGE. WHEN RESPONDING TO A PUBLIC INSPECTION REQUEST, THE ORGANIZATION SHALL FULFILL SUCH REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BARTLY MONDINO, MD IS THE RETIRED DIRECTOR, STEIN EYE INSTITUTE. ANNE L. COLEMAN, MD, PHD IS THE CHAIR, DEPARTMENT OF OPHTHALMOLOGY OF THE UNIVERSITY OF CALIFORNIA AT LOS ANGELES, AND DIRECTOR, STEIN EYE INSTITUTE OF THE DEPARTMENT OF OPHTHALMOLOGY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONTRACTS AND GRANT MANAGEMENT: PROGRAM SERVICE EXPENSES 99,996. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 99,996.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REVERSAL OF PRIOR YEAR PAYABLE 65,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0JULES STEIN EYE INSTITUTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956016143
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOS ANGELES
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd090024
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00

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