Civic Intelligence

The Horn Foundation

990PF • Fiscal year 2019 • EIN 95-4247470

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

Organization Profile
5000 N Parkway Calabasas No 204Calabasas, CA 91302

(818) 884-8774

Siviq Scores

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

Liabilities / Assets

44th percentile

0.13x

Higher debt load relative to assets than 44% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

70th percentile

0.84x

Higher debt load relative to revenue than 70% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

89th percentile

24%

Faster asset growth than 89% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-5.0%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$65,120,119

Up $12,720,246 (+24%) from 2018

Net Assets

Up

$56,796,264

Up $14,542,575 (+34%) from 2018

Liabilities

Down

$8,323,855

Down $1,822,329 (-18%) from 2018

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin92nd percentile

Revenue

Down

$9,893,424

Down $516,051 (-5.0%) from 2018

Expenses

Down

$3,801,841

Down $9,873,982 (-72%) from 2018

Net Income

Up

$6,091,583

Up $9,357,931 (+286%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$80M$60M$40M$20M$0Assets 2011: $10,904,236Liabilities 2011: $02011Assets 2012: $13,528,631Liabilities 2012: $02012Assets 2013: $18,349,293Liabilities 2013: $02013Assets 2014: $33,433,424Liabilities 2014: $02014Assets 2015: $30,898,495Liabilities 2015: $2,440,1262015Assets 2017: $51,017,403Liabilities 2017: $3,103,870Net Assets 2017: $47,913,5332017Assets 2018: $52,399,873Liabilities 2018: $10,146,184Net Assets 2018: $42,253,6892018Assets 2019: $65,120,119Liabilities 2019: $8,323,855Net Assets 2019: $56,796,2642019Assets 2020: $66,122,634Liabilities 2020: $6,053,411Net Assets 2020: $60,069,2232020Assets 2021: $65,118,825Liabilities 2021: $4,419,013Net Assets 2021: $60,699,8122021Assets 2022: $50,449,629Liabilities 2022: $1,714,343Net Assets 2022: $48,735,2862022Assets 2023: $51,576,251Liabilities 2023: $1,985,000Net Assets 2023: $49,591,2512023Assets 2024: $57,029,461Liabilities 2024: $2,413,685Net Assets 2024: $54,615,7762024

Highlighted filing

2019

Assets$65,120,119
Liabilities$8,323,855
Net Assets$56,796,264
Open 2019 Filing

Operations Trend

Revenue Growth26th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,824,315Expenses 2011: $1,574,945Net Income 2011: $249,3702011Revenue 2012: $3,041,746Expenses 2012: $1,321,484Net Income 2012: $1,720,2622012Revenue 2013: $3,828,881Expenses 2013: $1,520,830Net Income 2013: $2,308,0512013Revenue 2014: $16,605,205Expenses 2014: $2,605,491Net Income 2014: $13,999,7142014Revenue 2015: $2,101,340Expenses 2015: $1,499,244Net Income 2015: $602,0962015Revenue 2017: $3,611,338Expenses 2017: $1,984,438Net Income 2017: $1,626,9002017Revenue 2018: $10,409,475Expenses 2018: $13,675,823Net Income 2018: -$3,266,3482018Revenue 2019: $9,893,424Expenses 2019: $3,801,841Net Income 2019: $6,091,5832019Revenue 2020: $5,845,996Expenses 2020: $4,356,252Net Income 2020: $1,489,7442020Revenue 2021: $6,259,718Expenses 2021: $3,905,666Net Income 2021: $2,354,0522021Revenue 2022: $4,460,118Expenses 2022: $2,781,163Net Income 2022: $1,678,9552022Revenue 2023: $826,610Expenses 2023: $3,294,699Net Income 2023: -$2,468,0892023Revenue 2024: $3,516,718Expenses 2024: $2,763,362Net Income 2024: $753,3562024

Highlighted filing

2019

Revenue$9,893,424
Expenses$3,801,841
Net Income$6,091,583
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN F HORNVice President-$0--
CINDY HORNPresident-$0--
PAMELA WENNTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
The Horn Foundation
EIN
95-4247470
Phone
8188848774
Address
5000 N PARKWAY CALABASAS NO 204, CALABASAS, CA 91302

Signing Officer

Name
Cindy Horn
Title
Foundation Manager
Phone
8188848774
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
350 WEST COLORADO BLVD 5TH FLOOR, PASADENA, CA 91105
Preparer
Sarah Cullen
Phone
6262435100
Raw XML AppendixShowing 400 of 1,212 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/PropertyDesc10MORGAN STANLEY #034006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11MORGAN STANLEY #034006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12MORGAN STANLEY #034006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13MORGAN STANLEY #033988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14MORGAN STANLEY #033988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15MORGAN STANLEY #034016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16MORGAN STANLEY #034016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17MORGAN STANLEY #034014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18MORGAN STANLEY #034014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19MORGAN STANLEY #033990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20MORGAN STANLEY #033990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21MORGAN STANLEY #034006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02808442
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06091583
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08450992
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt056796264
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt042253689
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt056796264
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02934942
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02934942
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02934942
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02980216
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt045274
IRS990PF/DistributableAmountGrp/TotalTaxAmt045274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt059836
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt065110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt040000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt045274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt059836
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt045274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt045274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0105110
IRS990PF/FMVAssetsEOYAmt065120119
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt012178
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt010846458
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt013771198
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt013771198
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt037547244
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt048166806
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt048166806
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt010025701
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt08011074
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0237398
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0237398
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0237398
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01347479
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01264717
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01264717
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0108305
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0312781
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt042253689
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt056796264
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01760251
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01028618
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01028618
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt052399873
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt065120119
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt065120119
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt010146184
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt08323855
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt052399873
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt065120119
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt042253689
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt056796264
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0661043
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0651382
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0651382
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt060511990
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01131511
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt059380479
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0907680
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02980216
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt059604310
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt060511990
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALAN F HORN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CINDY HORN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PAMELA WENN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05000 N PARKWAY CALABASAS 204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15000 N PARKWAY CALABASAS 204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25000 N PARKWAY CALABASAS 204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CALABASAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CALABASAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CALABASAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03944554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03989828
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03504759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01650438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01783632
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02303008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02485204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.066179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.064707
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.033227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.070129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.117616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt045274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt059604310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt054163222
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt049671078
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt039445105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt032839394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt021129732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05221617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.330897
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05176343
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05221617
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt045274
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05221617
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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/PayCompDisqualifiedPrsnInd01
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/IndividualWithBooksNm0CP MANAGEMENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05000 N PARKWAY CALABASAS NO 204
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CALABASAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091302
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08188848774
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,120,119
Liabilities
$8,323,855
Net assets
$56,796,264
Revenue
$9,893,424
Expenses
$3,801,841
Net income
$6,091,583
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$57.0$2.41$54.6$3.52$2.76$0.75
2023Detailed filing. Detailed filing data is available for this year.$51.6$1.99$49.6$0.83$3.29$2.47
2022Detailed filing. Detailed filing data is available for this year.$50.4$1.71$48.7$4.46$2.78$1.68
2021Detailed filing. Detailed filing data is available for this year.$65.1$4.42$60.7$6.26$3.91$2.35
2020Detailed filing. Detailed filing data is available for this year.$66.1$6.05$60.1$5.85$4.36$1.49
2019Detailed filing. Detailed filing data is available for this year.$65.1$8.32$56.8$9.89$3.80$6.09
2018Detailed filing. Detailed filing data is available for this year.$52.4$10.1$42.3$10.4$13.7$3.27
2017Detailed filing. Detailed filing data is available for this year.$51.0$3.10$47.9$3.61$1.98$1.63
2015Summary only. Only limited summary data is available for this year.$30.9$2.44$2.10$1.50$0.60
2014Summary only. Only limited summary data is available for this year.$33.4$0.00$16.6$2.61$14.0
2013Summary only. Only limited summary data is available for this year.$18.3$0.00$3.83$1.52$2.31
2012Summary only. Only limited summary data is available for this year.$13.5$0.00$3.04$1.32$1.72
2011Summary only. Only limited summary data is available for this year.$10.9$0.00$1.82$1.57$0.25