Civic Intelligence

The Max H Gluck Foundation Inc

990PF • Fiscal year 2022 • EIN 95-3979100

Jul 01, 2021 to Jun 30, 2022 • Filed on May 31, 2023

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

26th percentile

0.03x

Higher debt load relative to assets than 26% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

57th percentile

0.56x

Higher debt load relative to revenue than 57% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Net Margin

30th percentile

-0.5%

Higher net margin than 30% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

25th percentile

$205,000

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2022 filings • $100M-$250M nonprofits • Source year 2022

Asset Growth

10th percentile

-16%

Faster asset growth than 10% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-53%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$110,258,844

Down $21,324,344 (-16%) from 2021

Net Assets

Down

$107,190,716

Down $19,865,311 (-16%) from 2021

Liabilities

Down

$3,068,128

Down $1,459,033 (-32%) from 2021

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin30th percentile

Revenue

Down

$5,447,208

Down $6,137,730 (-53%) from 2021

Expenses

Down

$5,473,785

Down $339,205 (-5.8%) from 2021

Net Income

Down

-$26,577

Down $5,798,525 (-100%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2022

Assets$110,258,844
Liabilities$3,068,128
Net Assets$107,190,716
Open 2022 Filing

Operations Trend

Revenue Growth9th 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

2022

Revenue$5,447,208
Expenses$5,473,785
Net Income-$26,577
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 31, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica KaswickExecutive DirectorFT$205,000-$205,000
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
2023-05-31
Discuss with paid preparer
Yes

Preparer

Firm
Levy Lauter Llp
Address
201 WILSHIRE BLVD 3RD FLOOR, SANTA MONICA, CA 90401
Preparer
Shaoul Levy
Phone
3108273808
Raw XML AppendixShowing 400 of 892 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 $5,562,168 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 $5,562,168 from MIR: 1. FMV of Foundation's average total assets- Part X, Line 3: $121,117,355 2. 1.5% of line 1: $1,816,760 3. Justification of the exclusion of an amount in excess of the amount on line 2: As of June 30, 2022, the Foundation has grant commitments of $5,562,168 Therefore, a total of $5,562,168 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/DistributableAmountGrp/DistributableBeforeDedAmt05924109
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05988836
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt064727
IRS990PF/DistributableAmountGrp/TotalTaxAmt064727
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt026337
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt020000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt064727
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt064727
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt064727
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt018390
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt046337
IRS990PF/FMVAssetsEOYAmt0110258844
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt036686
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt036344
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt050234
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt050496
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt050496
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt020605753
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt024432737
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt024432737
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt044352387
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt036019491
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt036019491
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt04197701
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt03011862
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt014490
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt015282
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt02749
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0792
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0792
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0127056027
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0107190716
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0396376
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0196544
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0196544
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt047637944
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt037302172
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt037302172
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0292774
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt019922
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt06386
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt015061
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt015061
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010150201
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04059839
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04059839
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0131583188
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0110258844
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0110258844
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04527161
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03068128
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0131583188
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0110258844
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0127056027
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0107190716
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt08381158
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt08181712
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt08181712
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0125338897
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03973718
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0121117355
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05562168
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0247824
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05988836
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0119776729
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt0644834
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0125338897
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/CompensationAmt4205000
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/AddressLine1Txt45625 Crescent Park W 119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5P O Box 55516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6P O Box 55516
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt04746085
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt04746085
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
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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/AddressLine1Txt0201 WILSHIRE BOULEVARD 3RD FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA MONICA

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$110,258,844
Liabilities
$3,068,128
Net assets
$107,190,716
Revenue
$5,447,208
Expenses
$5,473,785
Net income
-$26,577
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