Civic Intelligence

The Uplands Foundation

990PF • Fiscal year 2017 • EIN 95-4442329

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 15, 2018

Organization Profile
321 South Beverly Drive No KBeverly Hills, CA 90212

(310) 553-0289

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

91%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,957,383

Up $298,934 (+18%) from 2016

Net Assets

Up

$1,957,383

Up $298,934 (+18%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin92nd percentile

Revenue

Up

$520,394

Up $248,332 (+91%) from 2016

Expenses

Down

$221,460

Down $277,916 (-56%) from 2016

Net Income

Up

$298,934

Up $526,248 (+232%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,144,801Liabilities 2011: $02011Assets 2012: $2,826,448Liabilities 2012: $02012Assets 2013: $2,720,548Liabilities 2013: $34,8102013Assets 2014: $2,145,943Liabilities 2014: $0Net Assets 2014: $2,145,9432014Assets 2015: $1,885,763Liabilities 2015: $0Net Assets 2015: $1,885,7632015Assets 2016: $1,658,449Liabilities 2016: $0Net Assets 2016: $1,658,4492016Assets 2017: $1,957,383Liabilities 2017: $0Net Assets 2017: $1,957,3832017Assets 2018: $1,982,464Liabilities 2018: $0Net Assets 2018: $1,982,4642018Assets 2019: $2,035,466Liabilities 2019: $0Net Assets 2019: $2,035,4662019Assets 2020: $1,980,582Liabilities 2020: $0Net Assets 2020: $1,980,5822020Assets 2021: $2,247,016Liabilities 2021: $0Net Assets 2021: $2,247,0162021Assets 2022: $2,176,085Liabilities 2022: $0Net Assets 2022: $2,176,0852022Assets 2023: $1,828,050Liabilities 2023: $0Net Assets 2023: $1,828,0502023Assets 2024: $1,474,966Liabilities 2024: $0Net Assets 2024: $1,474,9662024

Highlighted filing

2017

Assets$1,957,383
Liabilities$0
Net Assets$1,957,383
Open 2017 Filing

Operations Trend

Revenue Growth89th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $378,311Expenses 2011: $360,428Net Income 2011: $17,8832011Revenue 2012: $71,044Expenses 2012: $389,397Net Income 2012: -$318,3532012Revenue 2013: $136,195Expenses 2013: $277,830Net Income 2013: -$141,6352013Revenue 2014: $148,149Expenses 2014: $688,944Net Income 2014: -$540,7952014Revenue 2015: $110,028Expenses 2015: $370,208Net Income 2015: -$260,1802015Revenue 2016: $272,062Expenses 2016: $499,376Net Income 2016: -$227,3142016Revenue 2017: $520,394Expenses 2017: $221,460Net Income 2017: $298,9342017Revenue 2018: $324,122Expenses 2018: $299,041Net Income 2018: $25,0812018Revenue 2019: $288,801Expenses 2019: $235,799Net Income 2019: $53,0022019Revenue 2020: $3,864Expenses 2020: $58,748Net Income 2020: -$54,8842020Revenue 2021: $326,203Expenses 2021: $59,769Net Income 2021: $266,4342021Revenue 2022: $49,707Expenses 2022: $120,638Net Income 2022: -$70,9312022Revenue 2023: $88,953Expenses 2023: $436,988Net Income 2023: -$348,0352023Revenue 2024: $81,989Expenses 2024: $435,073Net Income 2024: -$353,0842024

Highlighted filing

2017

Revenue$520,394
Expenses$221,460
Net Income$298,934
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN FEINTECHSec'Y - Treasurer/ Director-$0--
ANTHONY F BERNHARDTPresident/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Uplands Foundation
EIN
95-4442329
Phone
3105530289
Address
321 SOUTH BEVERLY DRIVE NO K, BEVERLY HILLS, CA 90212

Signing Officer

Name
Lynn Feintech
Title
Treasurer
Phone
5106542630
Signed
2018-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
1925 CENTURY PARK E FL 16, LOS ANGELES, CA 90067
Preparer
Joseph B Burton CPA
Phone
3102732501
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2520037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt267860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2714568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt288055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt295326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt308320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt319275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt323927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt335623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt348449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3512613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0$185,000 PV JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1$185000 PV BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21,536 SH AMERICAN CAP SR FLOATING LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3788 SH MFA FINL SR NT 8% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4320 SH ANNALY CAP MGMT INC PFD SER E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51,291 SH ARES CAPITAL CORP COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6459 SH ARES COML REAL ESTATE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7208 SH COLONY NORTHSTAR INC PFD B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8544 SH EAGLE POINT CR CO INC NT 20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9300 SH EAGLE POINT CR CO LLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101,464 SH PENNANTPARK FLOATING RATE CAP LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11356 SH TORTOISE POWER & ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12209 SH WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13969 SH MFA FINANCIAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14852 SH NUVEEN MORTGAGE OPPORTUNITY TRM FD 2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152,812 SH PENNANTPARK INVESTMENT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161,416 SH LADDER CAPITAL CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17312 SH SPECIAL OPPORTUNITIES FD INC. PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18248 SH ARES DYNAMIC CR ALLOCATION FD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191,383 SH ANWORTH MTG ASSET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201,108 SH COLONY NORTHSTAR INC CL A COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21651 SH TWO HBRS INVESTMENT CORP COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm223,704 SH TCW STRATEGIC INCOME FUND INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23559 SH TWO HBRS INVESTMENT CORP PFD SER A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24819 SH CHIMERA INVESTMENT CORP 8% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm251,453 SH BLACKROCK FLOATING RATE INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm266 SH WELLS FARGO CO NEW PERP PFD CONV A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27579 SH ANWORTH MORTGAGE ASSET CP PFD SER C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28322 SH INVESCO MORTGAGE 7.75% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29634 SH OAKTREE STRATEGIC INCOME CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30323 SH INVESCO MORTGAGE CAPITAL PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31304 SH EQUITY COMMONWEALTH USD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32257 SH TCP CAP CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33220 SH COLONY NORTHSTAR INC PFD SER D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34168 SH GDL FD CUMMULATIVE 7% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35711 SH GRANITE POINT MORTGAGE TRUST INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0599690
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0576096
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt01,281 UNITS BHL LIQUIDTING TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt088936
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-18542
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt070394
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt070394
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0151550
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0151550
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0450000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt035633
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt088936
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0298934
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0454819
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-18542
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt032139
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt060831
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01994
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt062825
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04085
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0213966
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03494
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0221460
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt035633
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0520394
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt062416
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03494
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt069910
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0298934
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01957383
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01658449
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01957383
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt081723
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt081723
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt081723
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt082366
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0643
IRS990PF/DistributableAmountGrp/TotalTaxAmt0643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01357
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01357
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt01919437
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0798136
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0783784
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt07466
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt07466
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt028
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt028
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01658449
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01957383
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0728740
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0552063
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0552063
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01658449
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01957383
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01919437
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01658449
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01957383
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01658449
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01957383
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0929709
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0599690
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0576096
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01672412
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0456183
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01216229
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt025086
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt082366
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01647326
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01672412
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LYNN FEINTECH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANTHONY F BERNHARDT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SEC'Y - TREASURER/ DIR.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT/DIR.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0321 S BEVERLY DRIVE SUITE K
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1321 S BEVERLY DRIVE SUITE K
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BEVERLY HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BEVERLY HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090212

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,957,383
Liabilities
$0
Net assets
$1,957,383
Revenue
$520,394
Expenses
$221,460
Net income
$298,934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.08$0.44$0.35
2023Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.09$0.44$0.35
2022Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.05$0.12$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.33$0.06$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.00$0.06$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.29$0.24$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.32$0.30$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.52$0.22$0.30
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.27$0.50$0.23
2015Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.11$0.37$0.26
2014Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.15$0.69$0.54
2013Summary only. Only limited summary data is available for this year.$2.72$0.03$0.14$0.28$0.14
2012Summary only. Only limited summary data is available for this year.$2.83$0.00$0.07$0.39$0.32
2011Summary only. Only limited summary data is available for this year.$3.14$0.00$0.38$0.36$0.02