Civic Intelligence

The Werner Family Foundation

990PF • Fiscal year 2017 • EIN 95-4139253

Oct 01, 2016 to Sep 30, 2017 • Filed on Jul 11, 2018

Organization Profile
11601 Wilshire Blvd No 1840Los Angeles, CA 90025

(310) 268-2075

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

4th percentile

-92%

Higher net margin than 4% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

14th percentile

-4.7%

Faster asset growth than 14% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-44%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$16,668,414

Down $819,590 (-4.7%) from 2016

Net Assets

Down

$16,668,414

Down $819,590 (-4.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin4th percentile

Revenue

Down

$890,825

Down $712,111 (-44%) from 2016

Expenses

Up

$1,710,415

Up $192,370 (+13%) from 2016

Net Income

Down

-$819,590

Down $904,481 (-1065%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$30M$20M$10M$0Assets 2010: $14,653,940Liabilities 2010: $0Net Assets 2010: $14,653,9402010Assets 2011: $14,159,436Liabilities 2011: $02011Assets 2012: $14,180,049Liabilities 2012: $0Net Assets 2012: $14,180,0492012Assets 2013: $15,254,622Liabilities 2013: $0Net Assets 2013: $15,254,6222013Assets 2014: $15,887,501Liabilities 2014: $0Net Assets 2014: $15,887,5012014Assets 2015: $17,403,113Liabilities 2015: $0Net Assets 2015: $17,403,1132015Assets 2016: $17,488,004Liabilities 2016: $0Net Assets 2016: $17,488,0042016Assets 2017: $16,668,414Liabilities 2017: $0Net Assets 2017: $16,668,4142017Assets 2018: $17,507,682Liabilities 2018: $0Net Assets 2018: $17,507,6822018Assets 2019: $18,151,411Liabilities 2019: $0Net Assets 2019: $18,151,4112019Assets 2020: $18,403,056Liabilities 2020: $0Net Assets 2020: $18,403,0562020Assets 2021: $19,076,129Liabilities 2021: $0Net Assets 2021: $19,076,1292021Assets 2022: $18,929,049Liabilities 2022: $0Net Assets 2022: $18,929,0492022Assets 2023: $19,192,868Liabilities 2023: $0Net Assets 2023: $19,192,8682023Assets 2024: $20,497,286Liabilities 2024: $0Net Assets 2024: $20,497,2862024

Highlighted filing

2017

Assets$16,668,414
Liabilities$0
Net Assets$16,668,414
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $935,5202010Revenue 2011: $817,842Expenses 2011: $1,312,346Net Income 2011: -$494,5042011Expenses 2012: $786,4462012Expenses 2013: $1,051,7602013Revenue 2014: $2,062,792Expenses 2014: $1,429,913Net Income 2014: $632,8792014Revenue 2015: $2,925,505Expenses 2015: $1,409,893Net Income 2015: $1,515,6122015Revenue 2016: $1,602,936Expenses 2016: $1,518,045Net Income 2016: $84,8912016Revenue 2017: $890,825Expenses 2017: $1,710,415Net Income 2017: -$819,5902017Revenue 2018: $2,662,025Expenses 2018: $1,822,757Net Income 2018: $839,2682018Revenue 2019: $2,960,485Expenses 2019: $2,316,756Net Income 2019: $643,7292019Revenue 2020: $2,081,504Expenses 2020: $1,829,859Net Income 2020: $251,6452020Revenue 2021: $2,636,658Expenses 2021: $1,963,585Net Income 2021: $673,0732021Revenue 2022: $1,747,073Expenses 2022: $1,894,153Net Income 2022: -$147,0802022Revenue 2023: $1,864,765Expenses 2023: $1,600,946Net Income 2023: $263,8192023Revenue 2024: $3,154,488Expenses 2024: $1,849,583Net Income 2024: $1,304,9052024

Highlighted filing

2017

Revenue$890,825
Expenses$1,710,415
Net Income-$819,590
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jul 11, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS WERNERPresident & Director-$0--
JILL WERNERVice President & Director-$0--
EDWARD WERNERTreasurer, Secretary & Director-$0--
CAROLYN WERNER HANEYDirector-$0--
AMANDA WERNER WISEDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Werner Family Foundation
EIN
95-4139253
Phone
3102682075
Address
11601 WILSHIRE BLVD NO 1840, LOS ANGELES, CA 90025

Signing Officer

Name
Jill Werner
Title
Vice President
Phone
3102682075
Signed
2018-07-11
Discuss with paid preparer
Yes

Preparer

Firm
Ffo
Address
11601 WILSHIRE BLVD STE 1840, LOS ANGELES, CA 90025
Preparer
Lawrence Rudolph
Phone
3102682075
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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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0687972
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-819590
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016668414
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt017488004
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016668414
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01144134
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01144134
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01144134
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01148603
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04469
IRS990PF/DistributableAmountGrp/TotalTaxAmt04469
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt035196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt039665
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04469
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt035196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04469
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04469
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt039665
IRS990PF/FMVAssetsEOYAmt023577787
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01953513
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01026068
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01026068
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04245680
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04725247
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06227112
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt010595162
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt010363592
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt015771100
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt017488004
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt016668414
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0693649
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0553507
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0553507
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt017488004
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016668414
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt023577787
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt017488004
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016668414
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt017488004
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016668414
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt023321887
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02849980
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt020471907
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0349828
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01148603
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt022972059
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt023321887
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS WERNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JILL WERNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2EDWARD WERNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CAROLYN WERNER HANEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4AMANDA WERNER WISE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER, SECRETARY & DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011601 WILSHIRE BOULEVARD SUITE 1840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt111601 WILSHIRE BOULEVARD SUITE 1840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt211601 WILSHIRE BOULEVARD SUITE 1840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt311601 WILSHIRE BOULEVARD SUITE 1840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt411601 WILSHIRE BOULEVARD SUITE 1840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4LOS ANGELES
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/ZIPCd090025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd390025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd490025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0963862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0968331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01028809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0975777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0943556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0764985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0546152
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041958
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.040988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.033031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt022972059
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt022259787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt022161259
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt020727127
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt018663686
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt016534776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01245867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.209791
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01241398
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01245867
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt04469
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01245867
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/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/IndividualWithBooksNm0FFO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011601 WILSHIRE BLVD SUITE 1840
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090025
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03102682075
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0THOMAS WERNER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JILL WERNER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt825000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1415000

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$16,668,414
Liabilities
$0
Net assets
$16,668,414
Revenue
$890,825
Expenses
$1,710,415
Net income
-$819,590
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$3.15$1.85$1.30
2023Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$1.86$1.60$0.26
2022Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$1.75$1.89$0.15
2021Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$2.64$1.96$0.67
2020Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$2.08$1.83$0.25
2019Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$2.96$2.32$0.64
2018Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$2.66$1.82$0.84
2017Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.89$1.71$0.82
2016Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$1.60$1.52$0.08
2015Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$2.93$1.41$1.52
2014Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$2.06$1.43$0.63
2013Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$1.05
2012Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.79
2011Summary only. Only limited summary data is available for this year.$14.2$0.00$0.82$1.31$0.49
2010Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$0.94