Civic Intelligence

The Larry and Helen Hoag Foundation

990PF • Fiscal year 2023 • EIN 95-4315096

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 15, 2024

192 Marina DriveLong Beach, CA 90803

(562) 598-3351

Siviq Scores

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

Liabilities / Assets

25th percentile

0.02x

Higher debt load relative to assets than 25% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

44th percentile

0.33x

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

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

36th percentile

-0.1%

Higher net margin than 36% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

15th percentile

$50,000

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

53rd percentile

5.7%

Faster asset growth than 53% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

17%

Faster revenue growth than 72% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$108,776,245

Flat from 2023

Net Assets

$106,394,095

No earlier filing loaded for comparison.

Liabilities

Flat

$2,382,150

Flat from 2023

Revenue

Flat

$7,267,338

Flat from 2023

Expenses

Flat

$7,276,653

Flat from 2023

Net Income

Flat

-$9,315

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2011: $6,297,702Liabilities 2011: $02011Assets 2012: $8,439,889Liabilities 2012: $02012Assets 2013: $9,671,147Liabilities 2013: $02013Assets 2014: $9,150,440Liabilities 2014: $02014Assets 2015: $108,510,066Liabilities 2015: $0Net Assets 2015: $108,510,0662015Assets 2016: $104,565,388Liabilities 2016: $0Net Assets 2016: $104,565,3882016Assets 2017: $103,059,519Liabilities 2017: $0Net Assets 2017: $103,059,5192017Assets 2018: $105,025,394Liabilities 2018: $0Net Assets 2018: $105,025,3942018Assets 2019: $113,334,965Liabilities 2019: $2,950,666Net Assets 2019: $110,384,2992019Assets 2020: $122,977,370Liabilities 2020: $1,367,334Net Assets 2020: $121,610,0362020Assets 2021: $130,143,918Liabilities 2021: $166,4902021Assets 2022: $102,881,139Liabilities 2022: $1,923,643Net Assets 2022: $100,957,4962022Assets 2023: $108,776,245Liabilities 2023: $2,382,150Net Assets 2023: $106,394,0952023Assets 2023: $108,776,245Liabilities 2023: $2,382,1502023Assets 2024: $112,725,606Liabilities 2024: $2,624,496Net Assets 2024: $110,101,1102024

Highlighted filing

2023

Assets$108,776,245
Liabilities$2,382,150
Net Assets$106,394,095

Operations Trend

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

$150M$100M$50M$0-$50MRevenue 2011: $1,619,910Expenses 2011: $697,396Net Income 2011: $922,5142011Revenue 2012: $3,332,791Expenses 2012: $1,190,604Net Income 2012: $2,142,1872012Revenue 2013: $1,653,545Expenses 2013: $422,287Net Income 2013: $1,231,2582013Revenue 2014: $757,499Expenses 2014: $1,278,206Net Income 2014: -$520,7072014Revenue 2015: $100,609,248Expenses 2015: $1,249,622Net Income 2015: $99,359,6262015Revenue 2016: $3,551,160Expenses 2016: $7,495,838Net Income 2016: -$3,944,6782016Revenue 2017: $5,341,695Expenses 2017: $6,847,564Net Income 2017: -$1,505,8692017Revenue 2018: $7,362,667Expenses 2018: $7,126,363Net Income 2018: $236,3042018Revenue 2019: $4,761,769Expenses 2019: $9,678,884Net Income 2019: -$4,917,1152019Revenue 2020: $6,910,746Expenses 2020: $5,549,808Net Income 2020: $1,360,9382020Revenue 2021: $10,196,698Expenses 2021: $7,787,202Net Income 2021: $2,409,4962021Revenue 2022: $6,237,637Expenses 2022: $9,870,883Net Income 2022: -$3,633,2462022Revenue 2023: $7,267,338Expenses 2023: $7,276,653Net Income 2023: -$9,3152023Revenue 2023: $7,267,338Expenses 2023: $7,276,653Net Income 2023: -$9,3152023Revenue 2024: $12,044,508Expenses 2024: $10,966,483Net Income 2024: $1,078,0252024

Highlighted filing

2023

Revenue$7,267,338
Expenses$7,276,653
Net Income-$9,315
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 15, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS K FREEMANPresidentPT$50,000-$50,000
ROBERT W LATIMERSecretary/TreasurerPT$50,000-$50,000
WHIT LATIMERDirectorPT$25,000-$25,000
MARK LATIMERDirectorPT$25,000-$25,000
DR DARREN FREEMANDirectorPT$25,000-$25,000
BRETT FREEMANDirectorPT$25,000-$25,000
DR MARTHA BERNADETTDirectorPT$25,000-$25,000
Filing and Contact Details

Filer

Filer Name
The Larry and Helen Hoag Foundation
EIN
95-4315096
Phone
5625983351
Address
192 MARINA DRIVE, LONG BEACH, CA 90803

Signing Officer

Name
Robert W Latimer
Title
Director
Phone
5625983351
Signed
2024-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Latimer Massoni & Rosa Accountancy Corp
Address
PO BOX 2300, TOLUCA LAKE, CA 91610
Preparer
Jp Rosa
Phone
3235882271
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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/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4295757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52050000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6235000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7330000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt814677916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9696587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ISHARES CORE MSCI EAFE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1US TREASU NT 91282CCN9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ISHARES RUSSELL MID CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ISHARES RUSSELL 2000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4READY CAP CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5US TREASU NT 91282CCD1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6THE TJX COMPANIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ASSURED GUARANTY US
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SCHWAB 5129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04035443
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-9315
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05445914
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0106394095
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0100957496
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0106394095
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05982896
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05982896
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05982896
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06065571
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt082675
IRS990PF/DistributableAmountGrp/TotalTaxAmt082675
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01263
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt051075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt082675
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt082675
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt082675
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt032863
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt051075
IRS990PF/FMVAssetsEOYAmt0126579037
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt09000
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt09000
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03251361
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01556805
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01556805
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt01732958
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt02183010
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt04828303
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt023748000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt019490531
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt018919697
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt036510000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0886008
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0937511
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01150000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt079242468
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt086598164
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt086598164
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0181685
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0190140
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0764068
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt010771
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0764068
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0764068
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0100957496
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0106394095
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0102881139
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0108776245
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0126579037
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01923643
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02382150
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0102881139
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0108776245
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0100957496
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0106394095
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0123158800
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01386885
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt084211915
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01847382
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt037560000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06065571
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0121311418
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0123158800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt050000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt150000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt225000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt325000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt425000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt525000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt625000
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/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DOUGLAS K FREEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT W LATIMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WHIT LATIMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARK LATIMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DR DARREN FREEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5BRETT FREEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6DR MARTHA BERNADETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01615 BAY CLIFF CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1450 LINARES AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2351 LINARES AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36278 EAST 6TH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt482 LAURELHURST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt518101 VON KARMAN AVE STE 750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6111 W OCEAN BLVD STE 1100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CORONA DEL MAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LONG BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LONG BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LONG BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4LADERE RANCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5IRVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6LONG BEACH
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/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092625
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190803

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$113$2.62$110$12.0$11.0$1.08
2023Detailed filing. Detailed filing data is available for this year.$109$2.38$106$7.27$7.28$0.01
2023Summary only. Only limited summary data is available for this year.$109$2.38$7.27$7.28$0.01
2022Detailed filing. Detailed filing data is available for this year.$103$1.92$101$6.24$9.87$3.63
2021Summary only. Only limited summary data is available for this year.$130$0.17$10.2$7.79$2.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$123$1.37$122$6.91$5.55$1.36
2019Detailed filing. Detailed filing data is available for this year.$113$2.95$110$4.76$9.68$4.92
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$0.00$105$7.36$7.13$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$103$0.00$103$5.34$6.85$1.51
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$0.00$105$3.55$7.50$3.94
2015Detailed filing. Detailed filing data is available for this year.$109$0.00$109$101$1.25$99.4
2014Summary only. Only limited summary data is available for this year.$9.15$0.00$0.76$1.28$0.52
2013Summary only. Only limited summary data is available for this year.$9.67$0.00$1.65$0.42$1.23
2012Summary only. Only limited summary data is available for this year.$8.44$0.00$3.33$1.19$2.14
2011Summary only. Only limited summary data is available for this year.$6.30$0.00$1.62$0.70$0.92