Civic Intelligence

The Werner Family Foundation

990PF • Fiscal year 2018 • EIN 95-4139253

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 12, 2019

Organization Profile
1880 CENTURY PARK EAST Suite 1600Los Angeles, CA 90067

(310) 553-1707

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

81st percentile

32%

Higher net margin than 81% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

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.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

64th percentile

5.0%

Faster asset growth than 64% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

199%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$17,507,682

Up $839,268 (+5.0%) from 2017

Net Assets

Up

$17,507,682

Up $839,268 (+5.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin81st percentile

Revenue

Up

$2,662,025

Up $1,771,200 (+199%) from 2017

Expenses

Up

$1,822,757

Up $112,342 (+6.6%) from 2017

Net Income

Up

$839,268

Up $1,658,858 (+202%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2018

Assets$17,507,682
Liabilities$0
Net Assets$17,507,682
Open 2018 Filing

Operations Trend

Revenue Growth96th 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

2018

Revenue$2,662,025
Expenses$1,822,757
Net Income$839,268
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 12, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

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

Filer

Filer Name
The Werner Family Foundation
EIN
95-4139253
In Care Of
% GELFAND RENNERT & FELDMAN L
Phone
3105531707
Address
1880 CENTURY PARK EAST Suite 1600, LOS ANGELES, CA 90067

Signing Officer

Name
Jill Werner
Title
Vice President
Phone
3105531707
Signed
2019-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Gelfand Rennert & Feldman LLC
Address
1880 CENTURY PARK EAST SUITE 1600, LOS ANGELES, CA 90067
Preparer
Todd E Gelfand
Phone
3105531707
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CNB (EAGLE CAPITAL) - APPLE STOCK CONTRIBUTION SOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CNB (EAGLE CAPITAL) - PEPSI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CNB (EAGLE CAPITAL) - BARCLAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ACACIA INSTITUTIONAL PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5AMOR QUALIFIED, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CHARLES SCHWAB (SEG) - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CNB (EAGLE CAPITAL) - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ACACIA INSTITUTIONAL PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SEG PARTNERS OFFSHORES, LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10LANSDOWNE UK EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ARMOR QUALIFIED, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12GUGGENHEIM PARTNERS OPP INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CYRUS OPPORTUNITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14APOLLO TOTAL RETURN FUNDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CHARLES SCHWAB (SEG) - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CHARLES SCHWAB (SEG) - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02540137
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0839268
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017507682
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016668414
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017507682
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01172794
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01172794
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01172794
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01192416
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt019622
IRS990PF/DistributableAmountGrp/TotalTaxAmt019622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt025574
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt035196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt019622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt025574
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt019622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt019622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt045196
IRS990PF/FMVAssetsEOYAmt024118849
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01026068
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0773964
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0773964
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04725247
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05313422
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07430302
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt010363592
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt010844564
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt015338851
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt016668414
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt017507682
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0553507
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0575732
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0575732
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016668414
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017507682
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt024118849
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016668414
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017507682
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016668414
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017507682
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt024211501
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01242393
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt022969108
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0363173
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01192416
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt023848328
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt024211501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40
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 & DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SEC./TREAS & DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01880 CENTURY PARK EAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11880 CENTURY PARK EAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21880 CENTURY PARK EAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31880 CENTURY PARK EAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41880 CENTURY PARK EAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0SUITE 1600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1SUITE 1600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt2SUITE 1600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt3SUITE 1600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt4SUITE 1600
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/ZIPCd090067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd390067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd490067
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01100839
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01120461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01241398
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01028809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0975777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0943556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0764985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054039
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.040988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt019622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt023848328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt022972059
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt022259787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt022161259
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt020727127
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt018663686
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01131206
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.230799
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01111584
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01131206
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt019622
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01131206
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01880 CENTURY PARK EAST SUITE 1600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090067
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GELFAND RENNERT & FELDMAN LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum03105531707
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,507,682
Liabilities
$0
Net assets
$17,507,682
Revenue
$2,662,025
Expenses
$1,822,757
Net income
$839,268
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