Civic Intelligence

Ella Fitzgerald Charitable Foundation

990PF • Fiscal year 2019 • EIN 95-4419236

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

Organization Profile

View Organization Page

11693 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

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.02x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

62nd percentile

8.6%

Higher net margin than 62% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

44th percentile

$133,100

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

37th percentile

0.7%

Faster asset growth than 37% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-65%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$14,254,084

Up $94,245 (+0.7%) from 2018

Net Assets

Up

$14,225,566

Up $122,788 (+0.9%) from 2018

Liabilities

Down

$28,518

Down $28,543 (-50%) from 2018

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin62nd percentile

Revenue

Down

$1,423,674

Down $2,639,759 (-65%) from 2018

Expenses

Down

$1,300,886

Down $58,997 (-4.3%) from 2018

Net Income

Down

$122,788

Down $2,580,762 (-95%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2019

Assets$14,254,084
Liabilities$28,518
Net Assets$14,225,566
Open 2019 Filing

Operations Trend

Revenue Growth4th 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

2019

Revenue$1,423,674
Expenses$1,300,886
Net Income$122,788
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRAN MORRIS ROSMANExecutive DirecFT$106,480$26,620$133,100
RANDAL I ROSMANVice PresidentFT$56,000$4,015$60,015
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
11693 SAN VICENTE BL, LOS ANGELES, CA 90049

Signing Officer

Name
Richard D Rosman
Title
President
Phone
3105713822
Signed
2020-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Zigmond Snow & Lang
Address
9301 OAKDALE AVE SUITE 375, CHATSWORTH, CA 91311
Preparer
Sheldon M Snow CPA
Phone
8187897850
Raw XML AppendixShowing 400 of 1,566 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/GainsMinusExcessOrLossesAmt513611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt63400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt862933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt129613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-8105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0306279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt130721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt425000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5529854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt657662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7957330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8361727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt940886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10256757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1111605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12125851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1348583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14522704
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/PropertyDesc0S/T - VANGUARD LTD TERM TX EXEM.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1L/T - VANGUARD LTD TERM TX EXEM.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2L/T - MASTERS SELECT EQUITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3L/T - MASTERS SELECT INTL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4L/T - MASTERS SELECT SMALLER CO FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5S/T - MORGAN STANLEY #115112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6L/T - MORGAN STANLEY #115112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7S/T - MORGAN STANLEY #115111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8L/T - MORGAN STANLEY #115211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9S/T - MORGAN STANLEY #019796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10L/T - MORGAN STANLEY #019796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11S/T - MORGAN STANLEY #019789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12L/T - MORGAN STANLEY #019789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13S/T - MORGAN STANLEY #740686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14L/T - MORGAN STANLEY #740686
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/CapitalGainNetIncomeAmt0104012
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt023385
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0122788
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt014225566
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014102778
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt014225566
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0843336
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0843336
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0843336
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0854589
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011253
IRS990PF/DistributableAmountGrp/TotalTaxAmt011253
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01151
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012422
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011253
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01151
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011253
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011253
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012422
IRS990PF/FMVAssetsEOYAmt018177285
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt057061
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt028518
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt014102778
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt014225566
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0223647
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0132076
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0132076
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt048600
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt047869
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt048837
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01049307
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01134130
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01247500
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt020000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03280421
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09625970
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt010557637
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt011013206
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01842932
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01122956
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01130871
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt014159839
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt014254084
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt018177285
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt057061
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt028518
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt014159839
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt014254084
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt014102778
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt014225566
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01369383
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01239416
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01324374
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017352064
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01619629
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012618469
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0260281
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03113966
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0854589
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017091783
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017352064
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/AverageHrsPerWkDevotedToPosRt540.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt040000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4106480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt556000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt010000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt126620
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt24015
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/PersonNm5RANDAL I 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/TitleTxt5Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011693 SAN VICENTE BL 356
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt111693 SAN VICENTE BL 356
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt211693 SAN VICENTE BL 356
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt311693 SAN VICENTE BL 356
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt411693 SAN VICENTE BL 356
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt511693 SAN VICENTE BL 356
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/CityNm5LOS 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/StateAbbreviationCd5CA
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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd590049
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01231429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01237055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01338978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01104743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0879542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0905447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0842613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.072048

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$14,254,084
Liabilities
$28,518
Net assets
$14,225,566
Revenue
$1,423,674
Expenses
$1,300,886
Net income
$122,788
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
2019Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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