Civic Intelligence

The Max H Gluck Foundation Inc

990PF • Fiscal year 2020 • EIN 95-3979100

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

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

29th percentile

0.04x

Higher debt load relative to assets than 29% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

1.09x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

9th percentile

-46%

Higher net margin than 9% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$195,500

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

27th percentile

0.3%

Faster asset growth than 27% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-34%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$114,790,781

Up $329,225 (+0.3%) from 2019

Net Assets

Up

$110,102,406

Up $193,125 (+0.2%) from 2019

Liabilities

Up

$4,688,375

Up $136,100 (+3.0%) from 2019

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin9th percentile

Revenue

Down

$4,309,070

Down $2,202,011 (-34%) from 2019

Expenses

Down

$6,285,920

Down $649,253 (-9.4%) from 2019

Net Income

Down

-$1,976,850

Down $1,552,758 (-366%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2020

Assets$114,790,781
Liabilities$4,688,375
Net Assets$110,102,406
Open 2020 Filing

Operations Trend

Revenue Growth10th 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

2020

Revenue$4,309,070
Expenses$6,285,920
Net Income-$1,976,850
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica KaswickExecutive DirectorFT$195,500-$195,500
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
Cathy HessionDirector-$2,000-$2,000
Hetal PatelDirector-$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
2021-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Levy Lauter Llp
Address
4640 ADMIRALTY WAY SUITE 700, MARINA DEL REY, CA 90292
Preparer
Suerische Villarosa
Phone
3108273808
Raw XML AppendixShowing 400 of 957 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 $4,611,605 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 $4,611,605 from MIR: 1. FMV of Foundation's average total assets- Part X, Line 3: $111,921,499 2. 1.5% of line 1: $1,587,930 3. Justification of the exclusion of an amount in excess of the amount on line 2: As of June 30, 2020, the Foundation has grant commitments of $4,611,605 of which $2,759,197 is required to be funded by September 2020, and $1,852,407 by March 2021. Therefore, a total of $4,611,605 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/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt042732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt020000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt036401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt026331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt036401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt036401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt062732
IRS990PF/FMVAssetsEOYAmt0114790781
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt083807
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt051793
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt048125
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0102981
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0102981
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt020885279
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt021921008
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt021921008
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt038461663
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt041460039
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt041460039
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt04453542
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt04611605
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt07986
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt014402
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt010083
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt06416
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt06416
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0109909281
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0110102406
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0210786
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0285644
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0285644
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt039348534
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt040387735
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt040387735
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt014926
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt024977
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt07979
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt013238
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt013238
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06611056
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02533754
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02533754
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0114461556
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0114790781
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0114790781
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04552275
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04688375
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0114461556
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0114790781
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0109909281
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0110102406
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt08878051
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt08079966
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt08079966
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0111921499
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05760591
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0105862026
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04611605
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0298882
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05365495
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0107309894
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt01076744
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0111921499
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt12000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt22000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt32000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4195500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt52000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt62000
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/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/PersonNm0JON A KASWICK MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Richard Reinis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jennifer Kaswick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Julie Kaswick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Jessica Kaswick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Cathy Hession
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Hetal Patel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Executive Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Director
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/AddressLine1Txt45710 Crescent Park East Apartment
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5P O Box 55516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6P O Box 55516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0314
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/CityNm4Playa Vista
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Sherman Oaks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Sherman Oaks
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/ZIPCd091413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd391413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd490094
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd591413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd691413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt05083699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05120100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05188977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05211120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04873366
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04757628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt04969888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047374
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048428
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047392
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt036401
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0107309894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0108187361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0107604782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0102830341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0101330118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0107721246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05385028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.236872
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05348627
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05385028
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt036401
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05385028
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/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,790,781
Liabilities
$4,688,375
Net assets
$110,102,406
Revenue
$4,309,070
Expenses
$6,285,920
Net income
-$1,976,850
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