Civic Intelligence

Ella Fitzgerald Charitable Foundation

990PF • Fiscal year 2016 • EIN 95-4419236

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile

View Organization Page

11777 San Vicente BlLos Angeles, CA 90049

(310) 571-3822

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

24th percentile

0.04x

Higher debt load relative to revenue than 24% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

73rd percentile

14%

Higher net margin than 73% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

43rd percentile

$133,100

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

49th percentile

1.4%

Faster asset growth than 49% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

21%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$11,106,244

Up $154,297 (+1.4%) from 2015

Net Assets

Up

$11,056,545

Up $156,737 (+1.4%) from 2015

Liabilities

Down

$49,699

Down $2,440 (-4.7%) from 2015

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin73rd percentile

Revenue

Up

$1,152,819

Up $198,905 (+21%) from 2015

Expenses

Down

$996,082

Down $37,463 (-3.6%) from 2015

Net Income

Up

$156,737

Up $236,368 (+297%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $10,270,972Liabilities 2011: $38,8532011Assets 2012: $10,699,951Liabilities 2012: $29,5922012Assets 2013: $10,858,879Liabilities 2013: $77,6142013Assets 2014: $11,027,827Liabilities 2014: $48,388Net Assets 2014: $10,979,4392014Assets 2015: $10,951,947Liabilities 2015: $52,139Net Assets 2015: $10,899,8082015Assets 2016: $11,106,244Liabilities 2016: $49,699Net Assets 2016: $11,056,5452016Assets 2017: $11,424,277Liabilities 2017: $25,049Net Assets 2017: $11,399,2282017Assets 2018: $14,159,839Liabilities 2018: $57,061Net Assets 2018: $14,102,7782018Assets 2019: $14,254,084Liabilities 2019: $28,518Net Assets 2019: $14,225,5662019Assets 2020: $14,115,485Liabilities 2020: $588Net Assets 2020: $14,114,8972020Assets 2021: $15,239,065Liabilities 2021: $4,680Net Assets 2021: $15,234,3852021Assets 2022: $15,610,162Liabilities 2022: $53,8752022Assets 2024: $17,895,317Liabilities 2024: $115,780Net Assets 2024: $17,779,5372024

Highlighted filing

2016

Assets$11,106,244
Liabilities$49,699
Net Assets$11,056,545
Open 2016 Filing

Operations Trend

Revenue Growth81st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $953,125Expenses 2011: $830,351Net Income 2011: $122,7742011Revenue 2012: $1,119,428Expenses 2012: $681,188Net Income 2012: $438,2402012Revenue 2013: $999,855Expenses 2013: $888,949Net Income 2013: $110,9062013Revenue 2014: $1,131,070Expenses 2014: $932,896Net Income 2014: $198,1742014Revenue 2015: $953,914Expenses 2015: $1,033,545Net Income 2015: -$79,6312015Revenue 2016: $1,152,819Expenses 2016: $996,082Net Income 2016: $156,7372016Revenue 2017: $1,566,813Expenses 2017: $1,224,130Net Income 2017: $342,6832017Revenue 2018: $4,063,433Expenses 2018: $1,359,883Net Income 2018: $2,703,5502018Revenue 2019: $1,423,674Expenses 2019: $1,300,886Net Income 2019: $122,7882019Revenue 2020: $1,245,961Expenses 2020: $1,356,630Net Income 2020: -$110,6692020Revenue 2021: $2,375,946Expenses 2021: $1,256,458Net Income 2021: $1,119,4882021Revenue 2022: $1,926,444Expenses 2022: $1,604,542Net Income 2022: $321,9022022Revenue 2024: $3,014,921Expenses 2024: $2,136,546Net Income 2024: $878,3752024

Highlighted filing

2016

Revenue$1,152,819
Expenses$996,082
Net Income$156,737
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRAN MORRIS ROSMANExecutive DirecFT$106,480$26,620$133,100
RICHARD D ROSMANPres.&DirectorPT$40,000$10,000$50,000
ALAN WATENMAKERDirector-$0--
IRENE ROMERODirector-$0--
PERRY E MAGUIREDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ella Fitzgerald Charitable Foundation
EIN
95-4419236
Phone
3105713822
Address
11777 SAN VICENTE BL, LOS ANGELES, CA 90049

Signing Officer

Name
Richard D Rosman
Title
President
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Zigmond Snow & Lang
Address
9301 OAKDALE AVE SUITE 375, CHATSWORTH, CA 91311-6515
Preparer
Sheldon M Snow CPA
Phone
8187897850
Raw XML AppendixShowing 400 of 1,581 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/GainsMinusExcessOrLossesAmt1-3853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-5740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-7005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-6776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-38901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-3352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-19913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-6475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt116290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-13726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt132090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-1464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2370642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt351048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4156292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt538702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6481201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8106435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9266600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10162811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11498496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12138033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1360000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt148924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1531875
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/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NET L/T LONGLEAF-PARTNERS FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NET L/T LONGLEAF-PTNRS GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NET L/T MORGAN STANLEY #179679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3NET S/T MORGAN STANLEY #179679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4NET L/T MORGAN STANLEY #740686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5NET L/T MORGAN STANLEY #019789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6NET S/T MORGAN STANLEY #019789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7NET L/T MORGAN STANLEY #019796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8NET S/T MORGAN STANLEY #019796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9NET L/T JPMORGAN #08025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10NET S/T JPMORGAN #08025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11NET L/T JPMORGAN #89942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12NET S/T JPMORGAN #89942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13NET L/T VANGUARD S/T INV.GR. ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14LLC ALLOC- EF LICENSING LLC -NET PASS THROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15LLC ALLOC- EF LICENSING LLC -NET PASS THROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-110461
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-70923
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0156737
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011056545
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010899808
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011056545
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0644202
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0644202
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0644202
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0651949
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07747
IRS990PF/DistributableAmountGrp/TotalTaxAmt07747
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt015711
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt023458
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07747
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt015711
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07747
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07747
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt023458
IRS990PF/FMVAssetsEOYAmt013612277
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt052139
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt049699
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt010899808
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt011056545
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt069563
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0110054
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0110054
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0528644
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0647567
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0656382
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01550110
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01513690
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01708547
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02019024
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06259612
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06392211
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06583208
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0797682
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0704699
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0706805
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010951947
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011106244
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013612277
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt052139
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt049699
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010951947
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011106244
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010899808
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011056545
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01746335
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01738022
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01828257
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013237541
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0879791
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010338726
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0198563
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02019024
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0651949
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013038978
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt013237541
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt040000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4106480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt010000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt126620
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD D ROSMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALAN WATENMAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2IRENE ROMERO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PERRY E MAGUIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4FRAN MORRIS ROSMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES.&DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Executive Direc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011777 SAN VICENTE BL 702
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt111777 SAN VICENTE BL 702
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt211777 SAN VICENTE BL 702
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt311777 SAN VICENTE BL 702
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt411777 SAN VICENTE BL 702
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/ZIPCd090049
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190049
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290049
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd390049
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd490049
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0879542
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0879542
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0879542
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$11,106,244
Liabilities
$49,699
Net assets
$11,056,545
Revenue
$1,152,819
Expenses
$996,082
Net income
$156,737
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$0.12$17.8$3.01$2.14$0.88
2022Summary only. Only limited summary data is available for this year.$15.6$0.05$1.93$1.60$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$0.00$15.2$2.38$1.26$1.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.00$14.1$1.25$1.36$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$0.03$14.2$1.42$1.30$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.06$14.1$4.06$1.36$2.70
2017Detailed filing. Detailed filing data is available for this year.$11.4$0.03$11.4$1.57$1.22$0.34
2016Detailed filing. Detailed filing data is available for this year.$11.1$0.05$11.1$1.15$1.00$0.16
2015Detailed filing. Detailed filing data is available for this year.$11.0$0.05$10.9$0.95$1.03$0.08
2014Detailed filing. Detailed filing data is available for this year.$11.0$0.05$11.0$1.13$0.93$0.20
2013Summary only. Only limited summary data is available for this year.$10.9$0.08$1.00$0.89$0.11
2012Summary only. Only limited summary data is available for this year.$10.7$0.03$1.12$0.68$0.44
2011Summary only. Only limited summary data is available for this year.$10.3$0.04$0.95$0.83$0.12