Civic Intelligence

Oak Tree Charitable Foundation

990PF • Fiscal year 2022 • EIN 95-4506950

Jun 01, 2021 to May 31, 2022 • Filed on Apr 10, 2023

Organization Profile

View Organization Page

201 Colorado PlaceArcadia, CA 91007

(626) 784-4804

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

5th percentile

-198%

Higher net margin than 5% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

33rd percentile

-4.3%

Faster asset growth than 33% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-68%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,010,594

Down $313,785 (-4.3%) from 2021

Net Assets

Down

$7,010,594

Down $305,703 (-4.2%) from 2021

Liabilities

Down

$0

Down $8,082 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin5th percentile

Revenue

Down

$160,929

Down $349,688 (-68%) from 2021

Expenses

Up

$479,327

Up $8,256 (+1.8%) from 2021

Net Income

Down

-$318,398

Down $357,944 (-905%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $4,096,869Liabilities 2012: $7,5102012Assets 2013: $4,731,173Liabilities 2013: $8,3602013Assets 2014: $5,121,830Liabilities 2014: $32,021Net Assets 2014: $5,089,8092014Assets 2015: $5,008,998Liabilities 2015: $1,254Net Assets 2015: $5,007,7442015Assets 2016: $4,985,354Liabilities 2016: $29,500Net Assets 2016: $4,955,8542016Assets 2017: $5,351,078Liabilities 2017: $22,000Net Assets 2017: $5,329,0782017Assets 2018: $5,622,893Liabilities 2018: $0Net Assets 2018: $5,622,8932018Assets 2019: $5,719,161Liabilities 2019: $2,771Net Assets 2019: $5,716,3902019Assets 2020: $5,890,712Liabilities 2020: $8,543Net Assets 2020: $5,882,1692020Assets 2021: $7,324,379Liabilities 2021: $8,082Net Assets 2021: $7,316,2972021Assets 2022: $7,010,594Liabilities 2022: $0Net Assets 2022: $7,010,5942022Assets 2023: $6,476,438Liabilities 2023: $0Net Assets 2023: $6,476,4382023Assets 2024: $7,453,894Liabilities 2024: $0Net Assets 2024: $7,453,8942024

Highlighted filing

2022

Assets$7,010,594
Liabilities$0
Net Assets$7,010,594
Open 2022 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $79,101Expenses 2012: $49,907Net Income 2012: $29,1942012Revenue 2013: $132,327Expenses 2013: $56,228Net Income 2013: $76,0992013Revenue 2014: $167,481Expenses 2014: $191,172Net Income 2014: -$23,6912014Revenue 2015: $234,745Expenses 2015: $534,114Net Income 2015: -$299,3692015Revenue 2016: $273,250Expenses 2016: $140,782Net Income 2016: $132,4682016Revenue 2017: $136,315Expenses 2017: $201,137Net Income 2017: -$64,8222017Revenue 2018: $272,517Expenses 2018: $263,730Net Income 2018: $8,7872018Revenue 2019: $329,930Expenses 2019: $327,506Net Income 2019: $2,4242019Revenue 2020: $326,045Expenses 2020: $432,411Net Income 2020: -$106,3662020Revenue 2021: $510,617Expenses 2021: $471,071Net Income 2021: $39,5462021Revenue 2022: $160,929Expenses 2022: $479,327Net Income 2022: -$318,3982022Revenue 2023: $177,012Expenses 2023: $540,988Net Income 2023: -$363,9762023Revenue 2024: $314,788Expenses 2024: $483,334Net Income 2024: -$168,5462024

Highlighted filing

2022

Revenue$160,929
Expenses$479,327
Net Income-$318,398
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 10, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN H BARRPresident-$0--
THOMAS R CAPEHARTVP/Secretary-$0--
RICK M ARTHURVP/Asst. Secretary-$0--
RICHARD MANDELLAVP-$0--
Filing and Contact Details

Filer

Filer Name
Oak Tree Charitable Foundation
EIN
95-4506950
Phone
6267844804
Address
201 COLORADO PLACE, ARCADIA, CA 91007

Signing Officer

Name
Rick M Arthur
Title
Vice President
Phone
6267844804
Signed
2023-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Tina Henton
Phone
6268577300
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0318250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0318250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0113648
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0113648
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-318398
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0303124
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt047279
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0109322
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt078918
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt078918
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0748
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0748
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt045492
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt045492
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt018621
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt018621
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt073
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06710
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0421083
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt051607
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0479327
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0160929
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0160929
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0102833
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt051607
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0161077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0255845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt047279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt047279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0303124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt047279
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-318398
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt012695
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07010594
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07316297
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07010594
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0368279
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0368279
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0368279
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0369799
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01520
IRS990PF/DistributableAmountGrp/TotalTaxAmt01520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt07000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt08463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt014000
IRS990PF/FMVAssetsEOYAmt07010594
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt08082
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt017611
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt082443
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt082443
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt054476
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt050185
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt050185
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06364503
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06342423
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06342423
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt07316297
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt07010594
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01005
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0586359
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0350449
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0350449
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07324379
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07010594
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07010594
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt08082
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07324379
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07010594
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07316297
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07010594
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0300425
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0185094
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0185094
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07508615
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0599203
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06909412
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0112629
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0369799
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07395986
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07508615
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt078918
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt011705
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JAN HUNT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0ADMINISTRATOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0201 COLORADO PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0ARCADIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd091007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN H BARR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS R CAPEHART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICK M ARTHUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RICHARD MANDELLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP/ASST. SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0201 COLORADO PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1201 COLORADO PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2201 COLORADO PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3201 COLORADO PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ARCADIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ARCADIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ARCADIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ARCADIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd391007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,010,594
Liabilities
$0
Net assets
$7,010,594
Revenue
$160,929
Expenses
$479,327
Net income
-$318,398
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.31$0.48$0.17
2023Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.18$0.54$0.36
2022Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.16$0.48$0.32
2021Detailed filing. Detailed filing data is available for this year.$7.32$0.01$7.32$0.51$0.47$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.89$0.01$5.88$0.33$0.43$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.33$0.33$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.27$0.26$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.35$0.02$5.33$0.14$0.20$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.99$0.03$4.96$0.27$0.14$0.13
2015Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.23$0.53$0.30
2014Detailed filing. Detailed filing data is available for this year.$5.12$0.03$5.09$0.17$0.19$0.02
2013Summary only. Only limited summary data is available for this year.$4.73$0.01$0.13$0.06$0.08
2012Summary only. Only limited summary data is available for this year.$4.10$0.01$0.08$0.05$0.03