Civic Intelligence

Lela Beren Jacoby & Norman Jacoby Foundation

990PF • Fiscal year 2016 • EIN 95-4197993

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization Profile
13801 Ventura BlvdSherman Oaks, CA 91423

(818) 793-5700

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

9th percentile

-69%

Higher net margin than 9% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

32nd percentile

-2.6%

Faster asset growth than 32% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-20%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,607,189

Down $97,998 (-2.6%) from 2015

Net Assets

$3,607,189

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin9th percentile

Revenue

Down

$141,692

Down $35,647 (-20%) from 2015

Expenses

Up

$239,690

Up $971 (+0.4%) from 2015

Net Income

Down

-$97,998

Down $36,618 (-60%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,812,446Liabilities 2011: $02011Assets 2012: $3,816,633Liabilities 2012: $02012Assets 2013: $3,783,155Liabilities 2013: $02013Assets 2014: $3,766,567Liabilities 2014: $02014Assets 2015: $3,705,187Liabilities 2015: $02015Assets 2016: $3,607,189Liabilities 2016: $0Net Assets 2016: $3,607,1892016Assets 2017: $3,563,646Liabilities 2017: $0Net Assets 2017: $3,563,6462017Assets 2018: $3,482,247Liabilities 2018: $0Net Assets 2018: $3,482,2472018Assets 2019: $3,395,364Liabilities 2019: $0Net Assets 2019: $3,395,3642019Assets 2020: $3,442,898Liabilities 2020: $0Net Assets 2020: $3,442,8982020Assets 2021: $3,615,050Liabilities 2021: $0Net Assets 2021: $3,615,0502021Assets 2022: $3,370,588Liabilities 2022: $0Net Assets 2022: $3,370,5882022Assets 2023: $3,536,937Liabilities 2023: $0Net Assets 2023: $3,536,9372023Assets 2024: $3,544,690Liabilities 2024: $0Net Assets 2024: $3,544,6902024

Highlighted filing

2016

Assets$3,607,189
Liabilities$0
Net Assets$3,607,189
Open 2016 Filing

Operations Trend

Revenue Growth19th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $124,454Expenses 2011: $206,660Net Income 2011: -$82,2062011Revenue 2012: $204,722Expenses 2012: $200,535Net Income 2012: $4,1872012Revenue 2013: $208,668Expenses 2013: $242,146Net Income 2013: -$33,4782013Revenue 2014: $215,368Expenses 2014: $231,956Net Income 2014: -$16,5882014Revenue 2015: $177,339Expenses 2015: $238,719Net Income 2015: -$61,3802015Revenue 2016: $141,692Expenses 2016: $239,690Net Income 2016: -$97,9982016Revenue 2017: $222,308Expenses 2017: $256,398Net Income 2017: -$34,0902017Revenue 2018: $143,725Expenses 2018: $225,124Net Income 2018: -$81,3992018Revenue 2019: $141,207Expenses 2019: $228,090Net Income 2019: -$86,8832019Revenue 2020: $310,838Expenses 2020: $263,304Net Income 2020: $47,5342020Revenue 2021: $435,018Expenses 2021: $262,866Net Income 2021: $172,1522021Revenue 2022: -$29,023Expenses 2022: $215,439Net Income 2022: -$244,4622022Revenue 2023: $338,648Expenses 2023: $416,964Net Income 2023: -$78,3162023Revenue 2024: $383,649Expenses 2024: $375,896Net Income 2024: $7,7532024

Highlighted filing

2016

Revenue$141,692
Expenses$239,690
Net Income-$97,998
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LELA BEREN JACOBYPresident-$0--
NORMAN JACOBYSec'Y/Treasurer-$0--
SUSAN JACOBY STERNDirector-$0--
TAREN JACOBY METSONDirector-$0--
JUDITH JACOBY CHIELDirector-$0--
Filing and Contact Details

Filer

Filer Name
Norman and Lela Beren Jacoby
EIN
95-4197993
Phone
8187935700
Address
13801 VENTURA BLVD, SHERMAN OAKS, CA 91423

Signing Officer

Name
Norman Jacoby
Title
President
Phone
8187935700
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Power Twersky Derparseghian Llp
Address
13801 VENTURA BOULEVARD, SHERMAN OAKS, CA 91423
Preparer
Steven Twersky
Phone
8187935700
Raw XML AppendixShowing 400 of 763 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc014.885 UNITS OF BMO TCH CORPORATE INC FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12327.747 UNITS OF VANGUARD FIXED INCOME SECS ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23887.1 UNITS OF BMO TCH CORPORATE INC FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31630 SHS DODGE & COX INTL STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43248.815 UNITS OF GATEWAY FUND Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5175 SHS ISHARES S&P MIDCAP 400 GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6130 SHS ISHARES S&P MIDCAP 400 GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7790 UNITS OF ISHARES TR MSCI EAFE GROWTH ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc825000 UNITS OF ISHARES TR MSCI EAFE GROWTH ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc925000 UNITS OF PHILIP MORRIS INTL 2.5%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc106520.668 UNITS OF CITY NATL ROCHDALE HIGH YIELD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc116520.668 UNITS OF CITY NATL ROCHDALE HIGH YIELD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12LEHMAN BROTHERS LIQUIDATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13LEHMAN BROTHERS LIQUIDATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14LEHMAN BROTHERS LIQUIDATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15$100,000 GOLDMAN SACHS GROUP INC NOTE 5.35%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010890
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-97998
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03607189
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03705187
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03607189
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0206268
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0206268
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0206268
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0207454
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01186
IRS990PF/DistributableAmountGrp/TotalTaxAmt01186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01324
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02510
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01324
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02510
IRS990PF/FMVAssetsEOYAmt04260463
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt02526
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt02211
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt02526
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt02526
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01085431
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01126263
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01130570
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01794118
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01774184
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02415561
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt07590
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt043675
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt042410
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0669193
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0623760
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0623760
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03705187
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03607189
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0110559
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt038046
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt038046
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03705187
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03607189
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04260463
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03705187
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03607189
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03705187
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03607189
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04212271
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt074298
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04137973
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt063184
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0207454
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04149087
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04212271
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
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/PersonNm0LELA BEREN JACOBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NORMAN JACOBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUSAN JACOBY STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3TAREN JACOBY METSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JUDITH JACOBY CHIEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SEC'Y/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt017501 MARGATE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt117501 MARGATE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt217501 MARGATE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt317501 MARGATE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt417501 MARGATE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ENCINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ENCINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ENCINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ENCINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4ENCINO
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/ZIPCd091316
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191316
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291316
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd391316
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd491316
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0200198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0201384
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0209680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0210810
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0214051
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0171685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0182120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04149087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04218597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04313748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04162276
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03916700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03840435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0217482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.241255
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0216296
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0217482
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01186
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0217482
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NOT APPLICABLE
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

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,607,189
Liabilities
$0
Net assets
$3,607,189
Revenue
$141,692
Expenses
$239,690
Net income
-$97,998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.38$0.38$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.34$0.42$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.03$0.22$0.24
2021Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.44$0.26$0.17
2020Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.31$0.26$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.14$0.23$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.14$0.23$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.22$0.26$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.14$0.24$0.10
2015Summary only. Only limited summary data is available for this year.$3.71$0.00$0.18$0.24$0.06
2014Summary only. Only limited summary data is available for this year.$3.77$0.00$0.22$0.23$0.02
2013Summary only. Only limited summary data is available for this year.$3.78$0.00$0.21$0.24$0.03
2012Summary only. Only limited summary data is available for this year.$3.82$0.00$0.20$0.20$0.00
2011Summary only. Only limited summary data is available for this year.$3.81$0.00$0.12$0.21$0.08