Civic Intelligence

The Max H Gluck Foundation Inc

990PF • Fiscal year 2017 • EIN 95-3979100

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

Organization Profile
PO Box 55516Sherman Oaks, CA 91413

(310) 519-7011

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.04x

Higher debt load relative to assets than 22% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

63rd percentile

0.85x

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

2017 filings • $100M-$250M nonprofits • Source year 2017

Net Margin

46th percentile

3.1%

Higher net margin than 46% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

11th percentile

$90,503

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2017 filings • $100M-$250M nonprofits • Source year 2017

Asset Growth

45th percentile

4.3%

Faster asset growth than 45% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

14%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$111,145,973

Up $4,604,717 (+4.3%) from 2016

Net Assets

Up

$106,653,206

Up $5,720,546 (+5.7%) from 2016

Liabilities

Down

$4,492,767

Down $1,115,829 (-20%) from 2016

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin46th percentile

Revenue

Up

$5,264,781

Up $659,790 (+14%) from 2016

Expenses

Down

$5,101,572

Down $203,257 (-3.8%) from 2016

Net Income

Up

$163,209

Up $863,047 (+123%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$150M$100M$50M$0Assets 2010: $97,909,937Liabilities 2010: $5,231,989Net Assets 2010: $92,677,9482010Assets 2011: $113,553,141Liabilities 2011: $11,505,720Net Assets 2011: $102,047,4212011Assets 2012: $100,785,145Liabilities 2012: $4,880,457Net Assets 2012: $95,904,6882012Assets 2013: $104,239,647Liabilities 2013: $5,103,223Net Assets 2013: $99,136,4242013Assets 2014: $112,488,083Liabilities 2014: $5,465,7372014Assets 2015: $109,181,043Liabilities 2015: $5,135,872Net Assets 2015: $104,045,1712015Assets 2016: $106,541,256Liabilities 2016: $5,608,596Net Assets 2016: $100,932,6602016Assets 2017: $111,145,973Liabilities 2017: $4,492,767Net Assets 2017: $106,653,2062017Assets 2018: $113,241,523Liabilities 2018: $4,326,589Net Assets 2018: $108,914,9342018Assets 2019: $114,461,556Liabilities 2019: $4,552,275Net Assets 2019: $109,909,2812019Assets 2020: $114,790,781Liabilities 2020: $4,688,375Net Assets 2020: $110,102,4062020Assets 2021: $131,583,188Liabilities 2021: $4,527,161Net Assets 2021: $127,056,0272021Assets 2022: $110,258,844Liabilities 2022: $3,068,128Net Assets 2022: $107,190,7162022Assets 2023: $116,289,463Liabilities 2023: $3,624,793Net Assets 2023: $112,664,6702023Assets 2024: $120,411,603Liabilities 2024: $5,141,793Net Assets 2024: $115,269,8102024Assets 2025: $125,919,838Liabilities 2025: $5,244,555Net Assets 2025: $120,675,2832025

Highlighted filing

2017

Assets$111,145,973
Liabilities$4,492,767
Net Assets$106,653,206
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,674,8142010Expenses 2011: $4,971,1702011Expenses 2012: $5,744,8312012Expenses 2013: $5,912,4962013Revenue 2014: $7,633,840Expenses 2014: $5,592,076Net Income 2014: $2,041,7642014Revenue 2015: $8,350,591Expenses 2015: $5,601,272Net Income 2015: $2,749,3192015Revenue 2016: $4,604,991Expenses 2016: $5,304,829Net Income 2016: -$699,8382016Revenue 2017: $5,264,781Expenses 2017: $5,101,572Net Income 2017: $163,2092017Revenue 2018: $6,743,982Expenses 2018: $5,905,244Net Income 2018: $838,7382018Revenue 2019: $6,511,081Expenses 2019: $6,935,173Net Income 2019: -$424,0922019Revenue 2020: $4,309,070Expenses 2020: $6,285,920Net Income 2020: -$1,976,8502020Revenue 2021: $11,584,938Expenses 2021: $5,812,990Net Income 2021: $5,771,9482021Revenue 2022: $5,447,208Expenses 2022: $5,473,785Net Income 2022: -$26,5772022Revenue 2023: $2,774,355Expenses 2023: $6,453,021Net Income 2023: -$3,678,6662023Revenue 2024: $9,005,445Expenses 2024: $9,528,762Net Income 2024: -$523,3172024Revenue 2025: $6,147,759Expenses 2025: $6,704,358Net Income 2025: -$556,5992025

Highlighted filing

2017

Revenue$5,264,781
Expenses$5,101,572
Net Income$163,209
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Camilla TownsendExecutive DirectorPT$90,503-$90,503
JON A KASWICK MDPresident-$2,000-$2,000
Richard ReinisDirector-$2,000-$2,000
Jennifer KaswickSecretary-$2,000-$2,000
Julie KaswickSecretary-$2,000-$2,000
Betty S ShelhamerDirector-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
The Max H Gluck Foundation Inc
EIN
95-3979100
Phone
3105197011
Address
PO Box 55516, Sherman Oaks, CA 91413

Signing Officer

Name
Jon Kaswick
Title
President
Phone
3105197011
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Richard J Lauter & Company Llp
Address
4640 ADMIRALTY WAY SUITE 700, MARINA DEL REY, CA 90292
Preparer
Marc a Lauter
Phone
3108273808
Raw XML AppendixShowing 400 of 726 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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CashDeemedCharitableExplnStmt/ShortExplanationTxt0In accordance with Reg. 53.4942(a)-2(c)(3)(iv), the Foundation is excluding from its minimum investment return (MIR) calculation a total of $4,059,184 in cash that it deems held for charitable activities. This amount is in excess of 1.5% of the fair market value (FMV) of the Foundation's total assets. The following information is submitted in support of the exclusion of $4,059,184 from MIR: 1. FMV of Foundation's average total assets- Part X, Line 3: $106,889,525 2. 1.5% of line 1: $1,603,343 3. Justification of the exclusion of an amount in excess of the amount on line 2: As of June 30, 2017, the Foundation has grant commitments of $4,059,184 of which $2,236,629 is required to be funded by September 2017, and $1,822,555 by March 2018. Therefore, a total of $4,059,184 is deemed held for charitable activities. Historically, the Foundation has funded grant commitments ranging from $4,165,000 to $5,436,000 annually.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JON A KASWICK MD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jennifer Kaswick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Julie Kaswick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Betty S Shelhamer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Camilla Townsend
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Executive Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O Box 55516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12121 Ave of the Stars Ste 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2P O Box 55516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3P O Box 55516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4P O Box 55516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt52019 West 35th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Sherman Oaks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Sherman Oaks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Sherman Oaks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Sherman Oaks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5San Pedro
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd391413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd491413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd590732
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04597545
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04642033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04757628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04969888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04150947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04806893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt04287943
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.038851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt044488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0102830341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0101330118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0107721246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0106843684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0101548614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt096853487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04917854
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.223548
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04873366
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04917854
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt044488
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04917854
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04640 ADMIRALTY WAY SUITE 700
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MARINA DEL REY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090292
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RICHARD J LAUTER & COMPANY LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum03108273808
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0gluckfoundation.org
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt275000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt424505
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt528000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt697568
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8113810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt962000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11589424
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1275000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13240500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14432850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16834667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1775000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18275903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19740000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt20360644
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21275000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2210000

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$111,145,973
Liabilities
$4,492,767
Net assets
$106,653,206
Revenue
$5,264,781
Expenses
$5,101,572
Net income
$163,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$126$5.24$121$6.15$6.70$0.56
2024Detailed filing. Detailed filing data is available for this year.$120$5.14$115$9.01$9.53$0.52
2023Detailed filing. Detailed filing data is available for this year.$116$3.62$113$2.77$6.45$3.68
2022Detailed filing. Detailed filing data is available for this year.$110$3.07$107$5.45$5.47$0.03
2021Detailed filing. Detailed filing data is available for this year.$132$4.53$127$11.6$5.81$5.77
2020Detailed filing. Detailed filing data is available for this year.$115$4.69$110$4.31$6.29$1.98
2019Detailed filing. Detailed filing data is available for this year.$114$4.55$110$6.51$6.94$0.42
2018Detailed filing. Detailed filing data is available for this year.$113$4.33$109$6.74$5.91$0.84
2017Detailed filing. Detailed filing data is available for this year.$111$4.49$107$5.26$5.10$0.16
2016Detailed filing. Detailed filing data is available for this year.$107$5.61$101$4.60$5.30$0.70
2015Detailed filing. Detailed filing data is available for this year.$109$5.14$104$8.35$5.60$2.75
2014Summary only. Only limited summary data is available for this year.$112$5.47$7.63$5.59$2.04
2013Detailed filing. Detailed filing data is available for this year.$104$5.10$99.1$5.91
2012Detailed filing. Detailed filing data is available for this year.$101$4.88$95.9$5.74
2011Detailed filing. Detailed filing data is available for this year.$114$11.5$102$4.97
2010Detailed filing. Detailed filing data is available for this year.$97.9$5.23$92.7$5.67