Civic Intelligence

The Herb Alpert Foundation

990PF • Fiscal year 2017 • EIN 95-4191227

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

1414 6th StreetSanta Monica, CA 90401

(818) 528-3545

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

96th percentile

$530,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

4th percentile

-19%

Faster asset growth than 4% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-58%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Down

$5,596,511

Down $1,292,464 (-19%) from 2016

Net Assets

Down

$5,590,039

Down $1,298,936 (-19%) from 2016

Liabilities

Up

$6,472

Up $6,472 from 2016

Revenue

Down

$6,866,312

Down $9,655,906 (-58%) from 2016

Expenses

Down

$8,165,248

Down $8,565,528 (-51%) from 2016

Net Income

Down

-$1,298,936

Down $1,090,378 (-523%) from 2016

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $25,207,292Liabilities 2011: $02011Assets 2012: $15,905,127Liabilities 2012: $02012Assets 2013: $8,822,891Liabilities 2013: $02013Assets 2014: $9,626,161Liabilities 2014: $0Net Assets 2014: $9,626,1612014Assets 2015: $7,097,533Liabilities 2015: $0Net Assets 2015: $7,097,5332015Assets 2016: $6,888,975Liabilities 2016: $0Net Assets 2016: $6,888,9752016Assets 2017: $5,596,511Liabilities 2017: $6,472Net Assets 2017: $5,590,0392017Assets 2018: $27,036,757Liabilities 2018: $4,917Net Assets 2018: $27,031,8402018Assets 2019: $16,298,430Liabilities 2019: $6,443Net Assets 2019: $16,291,9872019Assets 2020: $11,741,459Liabilities 2020: $48,710Net Assets 2020: $11,692,7492020Assets 2021: $34,510,409Liabilities 2021: $848Net Assets 2021: $34,509,5612021Assets 2022: $33,310,174Liabilities 2022: $0Net Assets 2022: $33,310,1742022Assets 2023: $53,372,891Liabilities 2023: $10,925Net Assets 2023: $53,361,9662023Assets 2024: $45,673,809Liabilities 2024: $0Net Assets 2024: $45,673,8092024

Highlighted filing

2017

Assets$5,596,511
Liabilities$6,472
Net Assets$5,590,039

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2011: $2,108,477Expenses 2011: $6,778,760Net Income 2011: -$4,670,2832011Revenue 2012: -$1,039,333Expenses 2012: $8,262,832Net Income 2012: -$9,302,1652012Revenue 2013: $1,930,773Expenses 2013: $9,013,009Net Income 2013: -$7,082,2362013Revenue 2014: $6,655,151Expenses 2014: $5,851,881Net Income 2014: $803,2702014Revenue 2015: $4,831,459Expenses 2015: $7,360,087Net Income 2015: -$2,528,6282015Revenue 2016: $16,522,218Expenses 2016: $16,730,776Net Income 2016: -$208,5582016Revenue 2017: $6,866,312Expenses 2017: $8,165,248Net Income 2017: -$1,298,9362017Revenue 2018: $30,507,868Expenses 2018: $9,066,067Net Income 2018: $21,441,8012018Revenue 2019: $6,050,673Expenses 2019: $16,790,526Net Income 2019: -$10,739,8532019Revenue 2020: $3,637,417Expenses 2020: $8,236,655Net Income 2020: -$4,599,2382020Revenue 2021: $29,881,590Expenses 2021: $7,064,778Net Income 2021: $22,816,8122021Revenue 2022: $7,308,518Expenses 2022: $8,507,905Net Income 2022: -$1,199,3872022Revenue 2023: $52,766,904Expenses 2023: $11,220,710Net Income 2023: $41,546,1942023Revenue 2024: $2,280,917Expenses 2024: $9,969,074Net Income 2024: -$7,688,1572024

Highlighted filing

2017

Revenue$6,866,312
Expenses$8,165,248
Net Income-$1,298,936
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONA SEBASTIANPresidentFT$530,000-$530,000
HERB ALPERTChairman-$0--
LANI HALL ALPERTVice Chair.-$0--
PAUL FRIMMERCFO-$0--
IAN WIENERSecretary-$0--
DAVID ALPERTAssistant Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Herb Alpert Foundation
EIN
95-4191227
Phone
8185283545
Address
1414 6TH STREET, SANTA MONICA, CA 90401

Signing Officer

Name
Rona Sebastian
Title
President
Phone
8185283545
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Frazin and Co CPA
Address
16255 VENTURA BLVD 1250, ENCINO, CA 91436
Preparer
Susan Frazin
Phone
8185283545
Raw XML AppendixShowing 400 of 1,403 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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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0439973
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0340165
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt060010
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01625 17TH ST SUITE 6
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2530000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
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/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LANI HALL ALPERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RONA SEBASTIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PAUL FRIMMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4IAN WIENER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DAVID ALPERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE CHAIR.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5ASSISTANT SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01414 SIXTH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11414 SIXTH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21414 SIXTH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt310100 SANTA MONICA BLVD STE 2200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41800 AVENUE OF THE STARS 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51414 SIXTH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd390067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd490067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd590401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt012641297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt012709102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt015269253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt06079401
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04580291
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt07797254
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt07078000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.437543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.455292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.399010
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.403848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.583256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.346307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt067805
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt028891553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt033537273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt015236205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt011341614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt013368497
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt020438527
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt06902587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt02.187713
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06902587
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06902587
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06902587
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/TransactionsFailToQlfyAsExcInd00
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

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.7$0.00$45.7$2.28$9.97$7.69
2023Detailed filing. Detailed filing data is available for this year.$53.4$0.01$53.4$52.8$11.2$41.5
2022Detailed filing. Detailed filing data is available for this year.$33.3$0.00$33.3$7.31$8.51$1.20
2021Detailed filing. Detailed filing data is available for this year.$34.5$0.00$34.5$29.9$7.06$22.8
2020Detailed filing. Detailed filing data is available for this year.$11.7$0.05$11.7$3.64$8.24$4.60
2019Detailed filing. Detailed filing data is available for this year.$16.3$0.01$16.3$6.05$16.8$10.7
2018Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$30.5$9.07$21.4
2017Detailed filing. Detailed filing data is available for this year.$5.60$0.01$5.59$6.87$8.17$1.30
2016Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$16.5$16.7$0.21
2015Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$4.83$7.36$2.53
2014Detailed filing. Detailed filing data is available for this year.$9.63$0.00$9.63$6.66$5.85$0.80
2013Summary only. Only limited summary data is available for this year.$8.82$0.00$1.93$9.01$7.08
2012Summary only. Only limited summary data is available for this year.$15.9$0.00$1.04$8.26$9.30
2011Summary only. Only limited summary data is available for this year.$25.2$0.00$2.11$6.78$4.67