Civic Intelligence

The California Endowment

990PF • Fiscal year 2019 • EIN 95-4523232

Apr 01, 2018 to Mar 31, 2019 • Filed on Feb 12, 2020

Organization Profile

View Organization Page

1000 N Alameda StreetLos Angeles, CA 90012

(213) 928-8800

Siviq Scores

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

Liabilities / Assets

14th percentile

0.03x

Higher debt load relative to assets than 14% of similar nonprofits.

2019 filings • $1B+ nonprofits • Source year 2019

Liabilities / Revenue

34th percentile

0.49x

Higher debt load relative to revenue than 34% of similar nonprofits.

2019 filings • $1B+ nonprofits • Source year 2019

Net Margin

24th percentile

1.5%

Higher net margin than 24% of similar nonprofits.

2019 filings • $1B+ nonprofits • Source year 2019

Top Officer Pay

42nd percentile

$1,141,725

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2019 filings • $1B+ nonprofits • Source year 2019

Asset Growth

12th percentile

-0.5%

Faster asset growth than 12% of similar nonprofits.

2019 filings • $1B+ nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-8.1%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • $1B+ nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$3,809,575,079

Down $19,144,985 (-0.5%) from 2018

Net Assets

Down

$3,695,142,186

Down $37,069,501 (-1.0%) from 2018

Liabilities

Up

$114,432,893

Up $17,924,516 (+19%) from 2018

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin24th percentile

Revenue

Down

$235,234,519

Down $20,838,273 (-8.1%) from 2018

Expenses

Down

$231,645,041

Down $11,087,894 (-4.6%) from 2018

Net Income

Down

$3,589,478

Down $9,750,379 (-73%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$6.0B$4.0B$2.0B$0Assets 2010: $3,622,153,403Liabilities 2010: $523,406,242Net Assets 2010: $3,098,747,1612010Assets 2011: $3,745,324,056Liabilities 2011: $350,800,3832011Assets 2012: $3,660,548,295Liabilities 2012: $371,009,268Net Assets 2012: $3,289,539,0272012Assets 2013: $3,562,148,280Liabilities 2013: $169,632,609Net Assets 2013: $3,392,515,6712013Assets 2014: $3,668,459,217Liabilities 2014: $99,301,518Net Assets 2014: $3,569,157,6992014Assets 2015: $3,768,442,347Liabilities 2015: $70,234,580Net Assets 2015: $3,698,207,7672015Assets 2016: $3,485,456,009Liabilities 2016: $83,778,433Net Assets 2016: $3,401,677,5762016Assets 2017: $3,667,124,129Liabilities 2017: $63,577,009Net Assets 2017: $3,603,547,1202017Assets 2018: $3,828,720,064Liabilities 2018: $96,508,377Net Assets 2018: $3,732,211,6872018Assets 2019: $3,809,575,079Liabilities 2019: $114,432,893Net Assets 2019: $3,695,142,1862019Assets 2020: $3,446,801,045Liabilities 2020: $116,280,419Net Assets 2020: $3,330,520,6262020Assets 2021: $4,652,654,328Liabilities 2021: $354,613,320Net Assets 2021: $4,298,041,0082021Assets 2022: $4,754,305,382Liabilities 2022: $332,540,305Net Assets 2022: $4,421,765,0772022Assets 2023: $4,318,845,356Liabilities 2023: $530,501,706Net Assets 2023: $3,788,343,6502023Assets 2024: $4,457,765,886Liabilities 2024: $504,208,666Net Assets 2024: $3,953,557,2202024

Highlighted filing

2019

Assets$3,809,575,079
Liabilities$114,432,893
Net Assets$3,695,142,186
Open 2019 Filing

Operations Trend

Revenue Growth12th percentile

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

$600M$400M$200M$0-$200MExpenses 2010: $134,818,2802010Revenue 2011: $248,421,901Expenses 2011: $246,856,045Net Income 2011: $1,565,8562011Expenses 2012: $164,971,0492012Expenses 2013: $218,310,2762013Revenue 2014: $209,398,948Expenses 2014: $294,487,859Net Income 2014: -$85,088,9112014Revenue 2015: $203,187,154Expenses 2015: $223,430,595Net Income 2015: -$20,243,4412015Revenue 2016: $201,134,072Expenses 2016: $241,525,900Net Income 2016: -$40,391,8282016Revenue 2017: $193,737,732Expenses 2017: $213,601,509Net Income 2017: -$19,863,7772017Revenue 2018: $256,072,792Expenses 2018: $242,732,935Net Income 2018: $13,339,8572018Revenue 2019: $235,234,519Expenses 2019: $231,645,041Net Income 2019: $3,589,4782019Revenue 2020: $280,955,609Expenses 2020: $203,337,541Net Income 2020: $77,618,0682020Revenue 2021: $306,332,660Expenses 2021: $215,488,654Net Income 2021: $90,844,0062021Revenue 2022: $461,745,846Expenses 2022: $212,888,822Net Income 2022: $248,857,0242022Revenue 2023: $361,897,588Expenses 2023: $417,921,219Net Income 2023: -$56,023,6312023Revenue 2024: $145,223,990Expenses 2024: $182,567,426Net Income 2024: -$37,343,4362024

Highlighted filing

2019

Revenue$235,234,519
Expenses$231,645,041
Net Income$3,589,478
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Feb 12, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH WERNIGChief Investment OfficerFT$1,072,471$69,254$1,141,725
ROBERT K ROSSPresident & CEOFT$814,895$96,732$911,627
MARTHA JIMENEZExecutive VP & Legal CounselFT$434,903$77,010$511,913
DAN DELEONVice President & CFOFT$391,929$79,248$471,177
CELIA LOMBARDCorporate SecretaryFT$154,572$56,610$211,182
ZACHARY GUEVARADirector/Chair/Comm ChairPT$53,000-$53,000
SHAWN GINWRIGHTDirector/Vice-Chair/Comm Vc-$39,000-$39,000
MINERVA CARCANODirector, Committee Chair-$36,000$980$36,980
MARTA MCKENZIEDirector, Committee Chair-$36,000$258$36,258
CHRISTINA KAZHEDirector, Committee Chair-$36,000$238$36,238
LESLIE KAUTZDirector, Committee Chair-$36,000-$36,000
KARTHICK RAMAKRISHNANDirector, Committee Chair-$36,000-$36,000
KATE KENDELLDirector-$33,000$714$33,714
WALTER L BUSTERDirector-$33,000$129$33,129
JANE GARCIADirector-$33,000$50$33,050
STEPHEN BENNETTDirector-$33,000-$33,000
SHAN CRETINDirector-$33,000-$33,000
ADRIENNE Y CROWEDirector-$33,000-$33,000
HECTOR FLORESDirector-$33,000-$33,000
STEVEN PONTELLDirector-$33,000-$33,000
WINSTON WONGDirector-$33,000-$33,000
Filing and Contact Details

Filer

Filer Name
The California Endowment
EIN
95-4523232
In Care Of
% DAN DELEON
Phone
2139288800
Address
1000 N ALAMEDA STREET, LOS ANGELES, CA 90012

Signing Officer

Name
Dan Deleon
Title
Vice President/CFO
Phone
2139288800
Signed
2020-02-12
Discuss with paid preparer
Yes

Preparer

Firm
PricewaterhouseCoopers LLP
Address
600 13TH STREET NW SUITE 1000, WASHINGTON, DC 20005
Preparer
Travis L Patton
Phone
2024141000
Raw XML AppendixShowing 400 of 17,642 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0TABLE OF CONTENTS
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART II, LINE 10B: INVESTMENTS - CORPORATE STOCK
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990-PF, PART II, LINE 10B: INVESTMENTS - CORPORATE STOCK
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3FORM 990-PF, PART II, LINE 10C: INVESTMENTS - CORPORATE BONDS
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc4FORM 990-PF, PART II, LINE 10C: INVESTMENTS - CORPORATE BONDS
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc5FORM 990-PF, PART II, LINE 13: INVESTMENTS - OTHER
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc6FORM 990-PF, PART II, LINE 13: INVESTMENTS - OTHER
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc7FORM 990-PF, PART II, LINE 14 & PART I, LINE 19: DEPRECIATION
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc8FORM 990-PF, PART IX-A: SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0TABLE OF CONTENTS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1FORM 990-PF, PART II, LINE 10B: INVESTMENTS - CORPORATE STOCK
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2FORM 990-PF, PART II, LINE 10B: INVESTMENTS - CORPORATE STOCK
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt3FORM 990-PF, PART II, LINE 10C: INVESTMENTS - CORPORATE BONDS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt4FORM 990-PF, PART II, LINE 10C: INVESTMENTS - CORPORATE BONDS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt5FORM 990-PF, PART II, LINE 13: INVESTMENTS - OTHER
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt6FORM 990-PF, PART II, LINE 13: INVESTMENTS - OTHER
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt7FORM 990-PF, PART II, LINE 14 & PART I, LINE 19: DEPRECIATION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt8FORM 990-PF, PART IX-A: SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FORM 990-PF, PAGES 1-496 SECTION PAGE NUMBER(S) PART II - BALANCE SHEET CORPORATE STOCK DETAIL 17-21 PART II - BALANCE SHEET CORPORATE BOND DETAIL 22-27 PART II - BALANCE SHEET OTHER INVESTMENT DETAIL 28-32 PART II - BALANCE SHEET DEPRECIATION DETAIL 33 PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES 34-36 PART I - OTHER INCOME 37 PART I - LEGAL FEES 38 PART I - ACCOUNTING FEES 39 PART I - OTHER PROFESSIONAL FEES 40 PART I - TAXES 41 PART I - OTHER EXPENSES 42 PART II - U.S. AND STATE OBLIGATIONS 43 PART II - CORPORATE STOCK 44 PART II - CORPORATE BONDS 45 PART II - OTHER INVESTMENTS 46 PART II - OTHER ASSETS 47 PART II - OTHER LIABILITIES 48 PART III - OTHER DEC. IN NET WORTH/FUND BALANCES 49 PART VIII-B - EXPENDITURE RESPONSIBILITY STATEMENT 50-52 PART VIII - LIST OF OFFICERS, DIRECTORS & TRUSTEES 53-56 SECTION PAGE NUMBER(S) PART VIII - COMP OF THE 5 HIGHEST PAID EMPLOYEES 57 PART VIII - COMP OF THE 5 HIGHEST PAID PROFESSIONALS 58 PART IX-B - SUMMARY OF OTHER PROGRAM-RELATED INV 59 PART XV - GRANTS & CONTRIBUTIONS PAID 60-414 PART XV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT 415-493 PART XVI-A - ANALYSIS OF OTHER REVENUE 494 FORM 2220 - UNDERPAYMENT OF EST TAX BY CORPORATIONS 495-496
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1DESCRIPTION ENDING BOOK VALUE/FMV BGP NPV +BGP 0 SOCIETE FRIGORIFIQUE ET BRASSE 8 GIM GLOBAL EQUITY INVESTMENT 2,491 GENESIS SMALLER COMP SICAV 5,959 GAOLING FUND LP CL A (SS13) 35,735 WABTEC CORP 42,020 GAOLING FUND LP CL A (SS12) 55,941 GAOLING FUND LP CL A (SS11) 62,921 WALT DISNEY CO/THE 80,905 GAOLING FUND LP CL A (SS17) 120,321 HILLHOUSE GAOLING FUND LP CL A 132,144 SIEMENS HEALTHINEERS AG 317,443 PUBLIC EQUITY 7 368,790 LIBERTY TRIPADVISOR HOLDINGS I 370,288 WATERS CORP 382,347 GAOLING FUND LP CL A (SS23)SUB 388,307 DIGITAL GARAGE INC 389,922 FIRST DATA CORP 396,677 ASHTEAD GROUP PLC 414,611 GAOLING FUND LP CL A (SS18) 439,177 BECTON DICKINSON AND CO 441,023 COLGATE-PALMOLIVE CO 441,123 HUHTAMAKI OYJ 466,269 MELROSE INDUSTRIES PLC 520,420 NOVOZYMES A/S 533,146 BEIERSDORF AG 556,383 GAOLING FUND LP CL A (SS21)SUB 585,624 COVETRUS INC 586,237 HARGREAVES LANSDOWN PLC 614,149 ANADARKO PETROLEUM CORP 645,816 STERICYCLE INC 669,584 CREDIT SUISSE AG/NASSAU 688,102 RIGHTMOVE PLC 767,927 GAOLING FUND LP CL A (SS16) 780,992 WEIR GROUP PLC/THE 826,718 SALESFORCE.COM INC 832,551 RED ELECTRICA CORP SA 835,659 KINGSPAN GROUP PLC 842,396 ROGERS COMMUNICATIONS INC 851,605 YAMAHA CORP 884,320 BANCA MEDIOLANUM SPA 884,754 PAN PACIFIC INTERNATIONAL HOLD 887,401 AMAZON.COM INC 888,594 FISERV INC 888,803 CERNER CORP 910,211 CSL LTD 920,032 SAAB AB 978,718 GENMAB A/S 989,680 TECHTRONIC INDUSTRIES CO LTD 1,011,328 JULIUS BAER GROUP LTD 1,018,535 NVIDIA CORP 1,033,727 RENTOKIL INITIAL PLC 1,059,518 RYANAIR HOLDINGS PLC 1,062,499 KONE OYJ 1,081,706 BARCLAYS PLC 1,108,248 SCHINDLER HOLDING AG 1,118,914 KOMATSU LTD 1,184,402 ASSA ABLOY AB 1,186,807 Z ENERGY LTD 1,194,991 COMPASS GROUP PLC 1,208,431 ISRAEL DISCOUNT BANK LTD 1,214,551 UBISOFT ENTERTAINMENT SA 1,223,383 SUZUKI MOTOR CORP 1,225,772 EQUINOR ASA 1,226,486 ECOLAB INC 1,228,189 BUNZL PLC 1,231,439 HEXAGON AB 1,249,717 CRH PLC 1,286,021 AEON FINANCIAL SERVICE CO LTD 1,288,475 ATLAS COPCO AB 1,297,277 HILTON WORLDWIDE HOLDINGS INC 1,304,827 KAO CORP 1,323,236 OCADO GROUP PLC 1,390,751 AERCAP HOLDINGS NV 1,400,854 PRUDENTIAL PLC 1,429,875 EQUIFAX INC 1,458,972 NATIONAL BANK OF CANADA 1,471,240 CREDICORP LTD 1,473,773 ABN AMRO GROUP NV 1,480,049 CARLSBERG A/S 1,490,088 FOX CORP 1,491,711 ASSA ABLOY AB 1,512,829 SANOFI 1,533,350 ALLEGION PLC 1,576,540 TOROMONT INDUSTRIES LTD 1,633,259 MAKITA CORP 1,640,426 TRIPADVISOR INC 1,644,805 COCA-COLA EUROPEAN PARTNERS PL 1,649,912 APTIV PLC 1,664,123 RELX PLC 1,705,561 INGERSOLL-RAND PLC 1,712,195 SUNCOR ENERGY INC 1,715,996 DAIWA HOUSE INDUSTRY CO LTD 1,735,894 GAOLING FUND LP CL A (SS20) 1,738,000 TE CONNECTIVITY LTD 1,760,592 DBS GROUP HOLDINGS LTD 1,782,585 NEXON CO LTD 1,789,066 GAOLING FUND LP CL A (SS15) 1,793,824 DISH NETWORK CORP 1,799,327 AIA GROUP LTD 1,799,950 WOLTERS KLUWER NV 1,918,824 ACUITY BRANDS INC 1,947,402 VOLKSWAGEN AG 1,952,778 MEDTRONIC PLC 2,027,441 DAVIDE CAMPARI-MILANO SPA 2,031,100 RIO TINTO PLC 2,048,352 MERCADOLIBRE INC 2,097,940 INDUSIND BANK LTD 2,129,705 AON PLC 2,167,890 MICROSOFT CORP 2,178,588 TEXAS INSTRUMENTS INC 2,211,772 SAMPO OYJ 2,252,747 NOVARTIS AG 2,264,136 MOHAWK INDUSTRIES INC 2,286,090 AUTOMATIC DATA PROCESSING INC 2,329,009 CAE INC 2,361,131 GENERAL ELECTRIC CO 2,397,290 INFORMA PLC 2,478,891 MORGAN STANLEY 2,515,120 SENSATA TECHNOLOGIES HOLDING P 2,521,345 ACCENTURE PLC 2,527,647 VIVENDI SA 2,533,605 LEGRAND SA 2,676,421 UNILEVER NV 3,139,798 FACEBOOK INC 3,141,440
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2JONES LANG LASALLE INC 3,156,219 HENRY SCHEIN INC 3,188,595 COOPER COS INC/THE 3,276,529 GENERAL MOTORS CO 3,305,610 THERMO FISHER SCIENTIFIC INC 3,358,544 LIBERTY GLOBAL PLC 3,443,388 AON PLC 3,476,647 DEERE & CO 3,670,726 DIAGEO PLC 3,807,445 LIBERTY BROADBAND CORP 3,940,233 CHARLES SCHWAB CORP/THE 4,291,907 ALPHABET INC-CL C 4,469,138 GOLDMAN SACHS GROUP INC/THE 4,499,286 UNITEDHEALTH GROUP INC 4,642,307 MARRIOTT INTERNATIONAL INC/MD 4,744,664 ORACLE CORP 4,927,087 DENTSPLY SIRONA INC 4,991,779 ANALOG DEVICES INC 5,130,228 WELLS FARGO & CO 5,284,952 TAIWAN SEMICONDUCTOR MANUFACTU 5,599,731 COMCAST CORP 6,073,442 AMAZON.COM INC 6,296,732 CITIGROUP INC 6,535,962 BERKSHIRE HATHAWAY INC 7,383,712 MICROSOFT CORP 8,776,151 ALPHABET INC-CL C 9,347,761 STELLIAM SERIES A NR 0514 9,573,259 PUBLIC EQUITY 6 11,529,217 PUBLIC EQUITY 15 17,439,467 PUBLIC EQUITY 16 17,941,746 PUBLIC EQUITY 17 20,353,088 PUBLIC EQUITY 18 20,839,115 PUBLIC EQUITY 19 20,892,968 PUBLIC EQUITY 14 32,157,453 PUBLIC EQUITY 1 43,620,186 PUBLIC EQUITY 3 47,407,553 PUBLIC EQUITY 13 51,444,308 PUBLIC EQUITY 9 62,593,167 PUBLIC EQUITY 4 64,239,737 PUBLIC EQUITY 8 64,489,640 PUBLIC EQUITY 5 78,515,925 PUBLIC EQUITY 10 81,239,180 PUBLIC EQUITY 2 89,326,908 PUBLIC EQUITY 11 102,168,234 PUBLIC EQUITY 12 161,736,467 _______________ INVESTMENTS - CORPORATE STOCK $ 1,281,631,122
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3DESCRIPTION ENDING BOOK VALUE/FMV MID-ATLANTIC MILITARY FAM 144A 0 CIM TRUST 2017-2 2 A1 144A 0 SYSCO CORP 19,969 RASPRO TRUST 2005 1A G 144A 28,194 FISERV INC 29,965 FLORIDA GAS TRANSMISSION 144A 30,931 NOMURA HOLDINGS INC 41,368 ERP OPERATING LP 51,033 CA INC 60,820 TELEFONICA EMISIONES SA 71,618 RESOURCE CAPITAL C CRE5 A 144A 72,081 JUNIPER NETWORKS INC 90,350 ALLERGAN INC/UNITED STATES 100,469 U.S.I. 8/17 INCREMENTAL TLB 104,530 PIONEER NATURAL RESOURCES CO 113,826 ZIMMER BIOMET HOLDINGS INC 124,694 CONSTELLATION BRANDS INC 128,707 ASPECT SOFTWARE 2/19 EXIT TL 146,970 DEUTSCHE TELEKOM INTERNAT 144A 149,162 SEASPAN CORP 151,920 N-STAR REL CDO VIII 8A A2 144A 153,149 KRAFT HEINZ FOODS CO 169,782 DELTA AIR LINES 2010-2 CLASS A 170,052 MORGAN STANLEY RE-R R5 4B 144A 176,283 S&P GLOBAL INC 176,488 GSAA HOME EQUITY TRUST 20 7 A4 181,441 AERCAP IRELAND CAPITAL DAC / A 182,426 COCA-COLA FEMSA SAB DE CV 193,012 ACCUVANT 1/17 COV-LITE TL 198,472 SANTANDER UK PLC 199,742 NEWMONT GOLDCORP CORP 222,440 FIDELITY NATIONAL INFORMATION 232,417 HOSPITALITY PROPERTIES TRUST 239,637 CITIZENS BANK NA/PROVIDENCE RI 250,333 AVIS BUDGET RENTAL C 1A A 144A 250,348 CIC RECEIVABLES MASTER TRUST 269,749 DIAMOND HEAD AVIATION 1 A 144A 273,866 FNMA POOL #0AN0423 280,545 AMERICAN INTERNATIONAL GROUP I 296,100 MOLEX ELECTRONIC TECHNOLO 144A 299,487 ALLERGAN FUNDING SCS 302,562 FNMA POOL #0AN0517 351,486 EXELON CORP 354,613 ONEOK PARTNERS LP 362,124 CIGNA CORP 144A 371,241 AMERICAN AIRLINES 2015-2 CLASS 386,723 BROADCOM CORP / BROADCOM CAYMA 397,860 HARRIS CORP 398,504 VENTAS REALTY LP / VENTAS CAPI 399,132 JEFFERIES GROUP LLC 406,280 EPICOR 6/15 COV-LITE TL 407,187 ALEXANDRIA REAL ESTATE EQUITIE 409,295 FRESB 2019-SB59 MORT SB59 A10F 409,319 SIERRA TIMESHARE 201 3A A 144A 418,160 ANZ NEW ZEALAND INT'L LTD 144A 420,244 ATLAS SENIOR LOAN 2A A1RR 144A 441,329 AMERICAN TOWER CORP 449,672 DISCOVER BANK 451,017 HARBORVIEW MORTGAGE LO 14 2A1A 464,201 UBS AG/LONDON 144A 471,692 MISYS 6/17 (USD) COV-LITE TLB 474,968 FHLMC POOL #C9-2000 475,583 LLOYDS BANK CORPORATE MARKETS 479,544 CREDIT SUISSE AG/NEW YORK NY 479,995 NEXTERA ENERGY CAPITAL HOLDING 480,000 STANDARD CHARTERED BANK/NEW YO 480,125 MARATHON CLO V LTD 5A A1R 144A 483,314 CAPITAL ONE FINANCIAL CORP 498,585 SIERRA TIMESHARE 201 1A A 144A 503,015 FNMA GTD REMIC P/T 15-M17 A2 505,730 CAPMARK MILITARY H ROBS A 144A 520,298 LSTAR SECURITIES INV 2 A1 144A 529,926 PROGRESS RESIDENTI SFR1 A 144A 534,940 AMERICAN HOME MORTGAGE 1 GIOP 539,454 GAHR COMMERCIAL M NRF GFX 144A 539,648 NATIONSTAR HOME EQUITY B 1AV1 540,592 MONDELEZ INTERNATIONAL INC 541,253 FNMA POOL #0AN9316 545,827 CGBAM COMMERCIAL M SMRT E 144A 554,791 AIM AVIATION FINANC 1A A1 144A 587,317 FNMA POOL #0AS3448 595,650 STATION PLACE SECURIT 1 A 144A 600,000 COMCAST CORP 614,626 RASPRO TRUST 2005 1A B 144A 616,346 DEUTSCHE ALT-A SECURITI OA2 A1 616,581 NEW RESIDENTIAL MOR 1A A1 144A 622,693 NEW RESIDENTIAL MOR 2A A1 144A 631,318 GE-WMC ASSET-BACKED PASS 2 A2C 640,716 LSTAR SECURITIES INVE 6 A 144A 643,555 VMC FINANCE 2018-FL FL1 A 144A 644,706 WELLS FARGO COMMERCIAL NXS1 A2 648,161 JPMDB COMMERCIAL MORTGAG C4 A3 650,611 GE BUSINESS LOAN TRU 1A A 144A 677,184 WEST CLO 2014-1 LT 1A A1R 144A 684,004 BWAY 2015-1740 MOR 1740 A 144A 696,073 SYNCHRONY BANK 701,022 FNMA GTD REMIC P/T 19-M1 A2 705,551 NEW RESIDENTIAL MOR 5A A1 144A 747,922 AMERICAN EQUITY INVESTMENT LIF 767,771 YAMANA GOLD INC 767,819 AMERICAN AIRLINES 2016-2 CLASS 771,636 ASSURANT INC 778,315 CGBAM MEZZANINE S SMMZ MZ 144A 781,335 FNMA POOL #0BN0011 785,257 CVS HEALTH CORP 787,625 PROGRESS RESIDENTI SFR3 A 144A 796,793 MONROE CAPITAL CLO 1A AR 144A 821,696 STRUCTURED ASSET SECURI BC4 A4 822,847 APOLLO AVIATION SECU 1A A 144A 823,404 WASHINGTON MUTUAL MORTG AR9 1A 854,714 TREMAN PARK CLO LT 1A COM 144A 856,020 FNMA POOL #0AL7936 866,994 TACO BELL FUNDING 1A A23 144A 868,645 FNMA GTD REMIC P/T 16-M3 A2 868,866 TURBINE ENGINES SECU 1A A 144A 879,928 TOWD POINT MORTGAGE 5 A1 144A 889,018 DRYDEN 3
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt4FORTRESS CREDIT O 11A A1T 144A 981,850 CASCADE FUNDING MOR RM2 A 144A 982,113 FNMA POOL #0AN7648 984,310 HSI ASSET SECURITIZATI OPT2 M2 989,760 ANCHORAGE CREDIT FUN 1A A 144A 991,610 LADDER CAPITAL COMM FL1 B 144A 993,190 BANCORP COMMERCIAL CR3 AS 144A 994,190 KVK CLO 2013-1 LTD 1A AR 144A 994,260 CARLYLE GLOBAL MAR 2A A1R 144A 995,439 ARGENT SECURITIES INC AS W2 M1 996,200 NEWSTAR COMMERCIAL 1A BN 144A 997,940 ALM XII LTD 12A A1R2 144A 997,950 PARK PLACE SECURITIES WHQ3 M4 998,120 CITIGROUP MORTGAGE LOAN HE3 M3 1,001,270 FDF II LTD 2A A 144A 1,002,240 FNMA POOL #0AN8445 1,012,410 FNMA GTD REMIC P/T 17-66 BD 1,016,057 JPMDB COMMERCIAL MORTGAG C2 A4 1,026,292 FNMA POOL #0AN8882 1,029,490 COMM 2016-787S MOR 787S A 144A 1,046,412 BARCLAYS BANK PLC 144A 1,050,000 NORTHERN GROUP HOUSING LL 144A 1,094,371 COMM 2017-COR2 MORTGAG COR2 A3 1,095,253 NXT CAPITAL CLO 2017 1A A 144A 1,100,088 SPIRIT AIRLINES PASS THROUGH T 1,105,270 CWABS ASSET-BACKED CERT 15 MV5 1,107,293 FNMA POOL #0MA3385 1,108,826 NOVASTAR MORTGAGE FUNDIN 2 A1A 1,112,185 COMM 2016-COR1 MORTGAG COR1 A4 1,114,448 CASTLELAKE AIRCRAFT SECURI 1 A 1,137,339 FHLMC POOL #C9-1768 1,139,805 CIT MORTGAGE LOAN TR 1 1A 144A 1,144,836 HERTZ VEHICLE FINANC 3A A 144A 1,172,556 FNMA POOL #0AN6434 1,174,485 PRINCESS JULIANA INTERNAT 144A 1,182,928 MOUNTAIN HAWK II C 2A A1R 144A 1,195,641 FALCON AEROSPACE LTD 1 A 144A 1,211,998 FHLMC MULTICLASS MTG 4227 AV 1,220,672 AVIS BUDGET RENTAL C 2A A 144A 1,241,650 FNMA POOL #0AL7118 1,242,580 FNMA POOL #0AM4687 1,272,600 FHLMC POOL #G6-0278 1,275,903 HILTON GRAND VACATIO AA A 144A 1,283,351 FNMA POOL #0BN0290 1,284,349 GSMSC RESECURITIZAT 5R 1A 144A 1,325,881 COMM 2018-COR3 MORTGAG COR3 A3 1,340,925 FHLMC POOL #G3-0897 1,373,343 CREDIT-BASED ASSET SERV CB2 AV 1,379,155 STORE MASTER FUNDIN 1A A1 144A 1,443,274 FNMA POOL #0AN7141 1,451,071 ANCHORAGE CREDIT FUN 4A A 144A 1,454,100 APACHE CORP 1,457,388 HOME EQUITY LOAN TRU FRE1 1AV1 1,486,039 QUALCOMM INC 1,494,124 DOMINO'S PIZZA MAS 1A A2I 144A 1,522,445 FNMA POOL #0AN9573 1,565,565 MCDONALD'S CORP 1,568,422 FREDDIE MAC MILITAR R1 B1 144A 1,634,762 BEAR STEARNS ASSET BACK HE9 3A 1,636,203 FHLMC POOL #V8-4392 1,686,037 SOUNDVIEW HOME LOAN T OPT5 1A1 1,693,393 FORTRESS CREDIT OP 9A A1T 144A 1,836,709 FNMA POOL #0AN7285 1,842,822 FNMA POOL #0AN6433 1,923,319 FHLMC POOL #WA-2500 1,963,441 EQT CORP 1,967,271 VERIZON COMMUNICATIONS INC 1,971,064 FNMA POOL #0AN7503 1,975,900 FNMA POOL #0AN8157 1,975,980 FNMA POOL #0AN8054 1,984,560 ACE SECURITIES CORP HOM HE2 M5 1,989,060 SHACKLETON 2015-VI 8A A1R 144A 1,991,020 MP CLO VIII LTD 2A AR 144A 1,991,440 TELOS CLO 2014-6 L 6A B2R 144A 1,992,760 STATION PLACE SECURIT 4 A 144A 2,000,000 MARATHON CLO VII L 7A A2R 144A 2,000,740 FNMA POOL #0AN7965 2,007,940 FHLMC MULTICLASS MTG K087 A2 2,022,417 BANK OF AMERICA CORP 2,126,670 VALERO ENERGY CORP 2,144,118 JPMORGAN CHASE & CO 2,227,759 WELLS FARGO & CO 2,333,554 GOLDMAN SACHS GROUP INC/THE 2,707,373 MORGAN STANLEY 2,875,680 WILLIS ENGINE SECURIT A A 144A 3,036,009 CITIGROUP INC 3,099,554 ____________ INVESTMENTS - CORPORATE BONDS $186,952,452
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt5DESCRIPTION ENDING BOOK VALUE/FMV PRIVATE EQUITY FUND 134 0 REAL ESTATE FUND 119 0 PRIVATE EQUITY FUND 103 1 PRIVATE EQUITY FUND 127 1 PRIVATE EQUITY FUND 140 968 PRIVATE EQUITY FUND 126 9,640 HEDGE FUNDS 103 66,688 INVESTMENT SALES RECEIVABLE 96,761 REAL ESTATE FUND 123 136,768 HEDGE FUNDS 128 141,909 PRIVATE EQUITY FUND 146 160,199 HEDGE FUNDS 109 160,630 PRIVATE EQUITY FUND 154 162,942 REAL ESTATE FUND 103 164,402 PRIVATE EQUITY FUND 116 180,476 HEDGE FUNDS 126 187,038 PRIVATE EQUITY FUND 114 251,361 PRIVATE EQUITY FUND 133 291,213 REAL ESTATE FUND 145 366,965 PRIVATE EQUITY FUND 190 375,000 PRIVATE EQUITY FUND 189 394,930 HEDGE FUNDS 125 476,205 REAL ESTATE FUND 146 544,005 REAL ESTATE FUND 147 545,503 REAL ESTATE FUND 118 583,545 REAL ESTATE FUND 148 614,559 REAL ESTATE FUND 110 844,972 REAL ESTATE FUND 106 898,764 REAL ESTATE FUND 109 941,602 PRIVATE EQUITY FUND 145 1,176,130 PRIVATE EQUITY FUND 124 1,200,750 PRIVATE EQUITY FUND 135 1,273,915 HEDGE FUNDS 135 1,292,675 PRIVATE EQUITY FUND 130 1,347,536 HEDGE FUNDS 136 1,395,660 REAL ESTATE FUND 113 1,596,119 PRIVATE EQUITY FUND 129 1,662,629 REAL ESTATE FUND 116 1,739,688 PRIVATE EQUITY FUND 147 1,773,717 PRIVATE EQUITY FUND 111 1,784,277 PRIVATE EQUITY FUND 184 1,807,518 PRIVATE EQUITY FUND 125 1,826,342 PRIVATE EQUITY FUND 174 1,928,084 REAL ESTATE FUND 115 1,936,487 REAL ASSETS 101 1,939,082 REAL ASSETS 103 2,098,000 PRIVATE EQUITY FUND 191 2,109,375 PRIVATE EQUITY FUND 115 2,155,896 HEDGE FUNDS 137 2,329,597 PRIVATE EQUITY FUND 195 2,397,448 PRIVATE EQUITY FUND 162 2,429,466 REAL ESTATE FUND 144 2,432,262 PRIVATE EQUITY FUND 138 2,580,456 REAL ESTATE FUND 139 2,625,676 PRIVATE EQUITY FUND 177 2,699,814 PRIVATE EQUITY FUND 176 2,715,821 REAL ASSETS 107 2,784,373 PRIVATE EQUITY FUND 185 2,827,215 PRIVATE EQUITY FUND 180 2,935,649 PRIVATE EQUITY FUND 178 2,978,532 REAL ESTATE FUND 141 2,981,844 REAL ESTATE FUND 102 3,061,101 REAL ESTATE FUND 140 3,107,236 REAL ASSETS 109 3,198,489 PRIVATE EQUITY FUND 182 3,342,090 REAL ESTATE FUND 105 3,392,478 REAL ASSETS 119 3,561,723 PRIVATE EQUITY FUND 160 3,707,652 REAL ESTATE FUND 125 3,712,356 PRIVATE EQUITY FUND 164 3,846,316 PRIVATE EQUITY FUND 136 3,954,798 PRIVATE EQUITY FUND 105 4,287,214 PRIVATE EQUITY FUND 183 4,299,540 PRIVATE EQUITY FUND 119 4,386,197 PRIVATE EQUITY FUND 142 4,488,755 REAL ESTATE FUND 101 4,631,902 REAL ESTATE FUND 108 4,651,795 PRIVATE EQUITY FUND 187 4,731,836 PRIVATE EQUITY FUND 109 4,814,580 PRIVATE EQUITY FUND 102 4,875,403 REAL ESTATE FUND 122 4,894,479 REAL ASSETS 104 4,985,315 PRIVATE EQUITY FUND 118 5,098,847 PRIVATE EQUITY FUND 186 5,138,315 PRIVATE EQUITY FUND 156 5,493,499 PRIVATE EQUITY FUND 121 5,562,140 REAL ESTATE FUND 111 5,702,185 REAL ASSETS 121 6,250,398 PRIVATE EQUITY FUND 148 6,308,423 REAL ASSETS 110 6,980,153 PRIVATE EQUITY FUND 112 7,017,929 REAL ESTATE FUND 131 7,258,276 PRIVATE EQUITY FUND 163 7,280,026 PRIVATE EQUITY FUND 171 7,327,939 REAL ASSETS 102 7,446,432 PRIVATE EQUITY FUND 159 7,751,946 REAL ASSETS 120 7,803,833 PRIVATE EQUITY FUND 188 7,857,861 PRIVATE EQUITY FUND 137 8,353,760 PRIVATE EQUITY FUND 172 8,442,461 PRIVATE EQUITY FUND 192 8,454,362 REAL ASSETS 115 8,881,397 PRIVATE EQUITY FUND 104 8,939,410 PRIVATE EQUITY FUND 110 9,318,933 REAL ASSETS 118 9,465,161 REAL ASSETS 111 9,700,542 REAL ESTATE FUND 124 9,704,053 PRIVATE EQUITY FUND 169 9,752,158 REAL ESTATE FUND 137 9,779,320 PRIVATE EQUITY FUND 170 9,891,594 HEDGE FUNDS 143 9,906,551 HEDGE FUNDS 141 10,045,511 PRIVATE EQUITY FUND 117 10,154,658 PRIVATE EQUITY FUND 168 10,183,870 PRIVATE EQUITY FUND 194 10,192,596 HEDGE FUNDS 144 10,240,876 COMMINGLED FUND 103 10,299,460 REAL ESTATE FUND 135 10,560,540 PRIVATE EQUITY FUND 165 10,566,112 PRIVATE EQUITY FUND 179 10,577,260 REAL ESTATE FUND 128 10,643,521 PRIVATE EQUITY FUND 193 11,222,278 PRIVATE EQUITY FUND 107 11,244,921 REAL ESTATE FUND 117 11,478,278 HEDGE FUNDS 140 11,579,754
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt6PRIVATE EQUITY FUND 151 11,674,576 PRIVATE EQUITY FUND 152 11,707,313 REAL ESTATE FUND 120 11,983,278 REAL ASSETS 122 12,160,594 PRIVATE EQUITY FUND 158 13,555,713 REAL ASSETS 105 13,954,786 PRIVATE EQUITY FUND 175 14,309,006 REAL ESTATE FUND 132 14,438,791 PRIVATE EQUITY FUND 161 15,409,526 PRIVATE EQUITY FUND 139 16,782,033 REAL ASSETS 125 17,417,052 PRIVATE EQUITY FUND 181 17,697,702 REAL ESTATE FUND 126 17,738,879 REAL ESTATE FUND 127 18,525,254 REAL ASSETS 106 18,817,343 REAL ASSETS 123 19,459,456 REAL ASSETS 116 20,556,744 HEDGE FUNDS 138 20,764,556 PRIVATE EQUITY FUND 150 21,108,914 REAL ESTATE FUND 143 21,614,325 PRIVATE EQUITY FUND 196 22,207,598 PRIVATE EQUITY FUND 122 22,249,973 REAL ASSETS 113 22,743,619 REAL ASSETS 114 22,749,699 REAL ASSETS 124 23,165,418 PRIVATE EQUITY FUND 108 23,212,452 PRIVATE EQUITY FUND 155 23,687,099 REAL ASSETS 108 24,284,312 HEDGE FUNDS 142 25,610,525 PRIVATE EQUITY FUND 106 26,832,446 REAL ESTATE FUND 142 27,490,037 PRIVATE EQUITY FUND 157 27,635,708 REAL ESTATE FUND 130 29,522,267 PRIVATE EQUITY FUND 149 30,049,879 REAL ASSETS 117 32,690,211 HEDGE FUNDS 114 36,557,220 HEDGE FUNDS 107 38,436,834 PRIVATE EQUITY FUND 123 41,235,696 HEDGE FUNDS 105 44,017,641 PRIVATE EQUITY FUND 113 49,837,874 HEDGE FUNDS 139 51,749,973 HEDGE FUNDS 127 51,760,976 HEDGE FUNDS 124 59,405,361 HEDGE FUNDS 133 60,968,433 HEDGE FUNDS 108 67,235,063 HEDGE FUNDS 113 69,093,588 HEDGE FUNDS 104 70,401,218 HEDGE FUNDS 130 73,150,362 HEDGE FUNDS 106 90,138,827 ______________ INVESTMENTS - OTHER $2,054,944,025
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt7----------------------------- ACCUMULATED BASIS DEPRECIATION ASSETS ---------- -------------- ----------- LAND 23,598,998 0 23,598,998 EASEMENT IMPROVEMENTS 401,917 256,213 145,704 LEASEHOLD IMPROVEMENTS 812,188 676,798 135,390 BUILDING 85,099,521 27,016,079 58,083,442 SOFTWARE 997,167 839,159 158,008 FURNISHINGS 6,625,301 5,840,856 784,445 EQUIPMENT 5,852,100 3,994,441 1,857,659 FACILITIES TRUCK 16,329 16,329 0 CIP 643,946 0 643,946 ------------------------------------------ TOTAL 124,047,467 38,639,875 85,407,592 ========================================== FORM 990-PF, PART I, LINE 19 ---------------------------- DEPR. EXPENSE FOR THE YEAR ENDED MARCH 31, 2019: 2,789,749
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt8(1) CENTER FOR HEALTHY COMMUNITIES AT THE CALIFORNIA ENDOWMENT $5,056,400 THE CENTER FOR HEALTHY COMMUNITIES (THE CENTER) IS COMPRISED OF VENUES IN LOS ANGELES, OAKLAND, AND SACRAMENTO, PROVIDING MEETING SPACES TO MOBILIZE COMMUNITY AND CIVIC LEADERS, HEALTH PROVIDERS, ADVOCATES AND POLICYMAKERS IN THE SEARCH FOR SOLUTIONS TO CALIFORNIA'S CRITICAL HEALTH AND HEALTH CARE ISSUES. THE CENTER OFFERS A VARIETY OF PROGRAMS AND SERVICES THROUGHOUT CALIFORNIA, INCLUDING CONFERENCE CENTERS AND RESEARCH AND TRAINING FACILITIES. BY COMBINING ALL THESE RESOURCES IN ONE ACCESSIBLE LOCATION, THE CENTER AIMS TO BECOME THE PREMIER VENUE FOR ACTIVITIES ADDRESSING CALIFORNIA'S HEALTH CHALLENGES, AND A LAUNCH PAD FOR COLLABORATIVE ACTION. THE CENTER PROVIDES: -MEETING SPACES AVAILABLE FREE OF CHARGE, FOR QUALIFIED NONPROFIT ORGANIZATIONS WHOSE PROGRAMS ADVANCE THE CALIFORNIA ENDOWMENT'S MISSION TO EXPAND ACCESS TO AFFORDABLE, QUALITY HEALTH CARE FOR UNDERSERVED INDIVIDUALS AND COMMUNITIES, AND TO PROMOTE FUNDAMENTAL IMPROVEMENTS IN THE HEALTH STATUS OF ALL CALIFORNIANS -PUBLIC EVENT MANAGEMENT SERVICES INCLUDING EVENT SUPPORT, EVENT PUBLICITY AND AUDIENCE MANAGEMENT -ONLINE LEARNING COMMUNITY (2) "THE ENDOWMENT MEDIA CAMPAIGNS" - M. ENTERTAINMENT $697,777 THE ENDOWMENT ENGAGED M. ENTERTAINMENT IN A 2-YEAR MEDIA CAMPAIGN (MAY 2018 TO APRIL 2020) INTENDING TO WORK THROUGH A SOCIAL JUSTICE LENS IN ORDER TO ADDRESS THE SYSTEMATIC CAUSES OF POOR HEALTH IN LARGELY DIVERSE, LOW INCOME, AND MARGINALIZED COMMUNITIES. THE ENDOWMENT CAMPAIGN IS ABOUT ADDRESSING SYSTEMS AND POLICIES THAT IMPACT THE SOCIAL DETERMINANTS OF HEALTH THROUGH GRASSROOTS ADVOCACY CAMPAIGNS AND NARRATIVE CHANGE. OUR EFFORTS WORK AT THE LOCAL, STATEWIDE AND STATE LEVELS. SCOPE OF WORK - SUMMARY: THE PRIMARY AND MOST IMPORTANT AUDIENCES ARE DIVERSE (LARGELY LATINO, SOUTHEAST ASIAN, AFRICAN AMERICAN), POOR AND MARGINALIZED COMMUNITIES, PARTICULARLY YOUTH AGES 16-23 AND THE UNDOCUMENTED, THAT CAN BE HARD TO REACH AND EVEN HARDER TO ENGAGE AND ACTIVATE DUE TO A HISTORY OF MARGINALIZATION AND CRIMINALIZATION WHICH LEADS TO HOPELESSNESS AND DESPAIR. OUR PRIMARY GOAL FOR OUR ADVOCACY CAMPAIGNS AND PAID MEDIA IS TO ENGAGE THESE COMMUNITIES SO AS TO INCREASE THEIR POWER AND INFLUENCE WITH THEIR ELECTED OFFICIALS AND THE SYSTEMS THAT ARE SUPPOSED TO SERVE THEM. THUS, OUR AUDIENCES INCLUDE POLICY MAKERS AND SYSTEM LEADERS. THE LOCAL LEVEL WORK FOR OUR 10-YEAR STRATEGIC PLAN BUILDING HEALTHY COMMUNITIES (BHC) IS HAPPENING IN 14 COMMUNITIES ACROSS THE STATE, THROUGH MAJOR OUTDOOR CAMPAIGNS INCLUDING BILLBOARDS, BUS SHELTERS AND POSTERS, SUPPORTED BY RADIO AND DIGITAL BUYS. MEDIA BUYING FOR THE LOCAL COMMUNITIES INCLUDES ELEVATING THEIR LOCAL ADVOCACY CAMPAIGNS SO AS TO HELP CHANGE IN THE NARRATIVE, AS WELL AS DRIVING ATTENDANCE TO LOCAL SOCIAL JUSTICE EVENTS. MEDIA BUYING TO HELP SUPPORT THE STATE LEVEL AND STATEWIDE ADVOCACY CAMPAIGNS IS THE LARGER BODY OF WORK. CAMPAIGNS INCLUDE BUT ARE NOT LIMITED TO: #VOTER, #RISEUPASONE, #SCHOOLSNOTPRISONS, #HEALTH4ALL, VOTA AND GET LOUD/STAY LOUD. OUR ADVOCACY CAMPAIGNS ARE RESPONSIVE TO THE CURRENT POLICY AND SYSTEMS ENVIRONMENTS, THEREFORE THEY OFTEN EVOLVE. (3) PROVIDENCE HEALTH SERVICES OREGON DBA PROVIDENCE PORTLAND MEDICAL CENTER, DEPARTMENT OF CENTER FOR OUTCOMES RESEARCH AND EDUCATION (CORE) $662,308 THE CALIFORNIA ENDOWMENT ENGAGED PROVIDENCE HEALTH SERVICES OREGON IN A 2-YEAR PROJECT (OCTOBER 2018 - OCTOBER 2020) TO ASSESS THE IMPACT OF THE CALIFORNIA ENDOWMENT'S (THE ENDOWMENT'S) PAST WORK AND SUPPORT THE DEVELOPMENT OF ITS FUTURE WORK. SCOPE OF WORK - SUMMARY: CREATE AND EMPLOY A SET OF RESOURCES DESIGNED TO INTEGRATE WITH AND SUPPORT ONGOING EVALUATION OF THE BUILDING HEALTHY COMMUNITIES (BHC) INITIATIVE, A 10-YEAR INITIATIVE LAUNCHED BY THE ENDOWMENT IN 2010 TO HELP COMMUNITIES IMPROVE HEALTH QUALITY THROUGH SEVERAL KEY DRIVERS OF CHANGE: BUILDING POWER, ADVANCING STATEWIDE POLICY AND SYSTEM CHANGE, AND SHIFTING DOMINANT CULTURAL NARRATIVES TO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt440.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0605232
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1590915
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2389638
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3380748
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4300007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt041530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt177490
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt260086
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt363522
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt460775
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0DAVID GREENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1DANA ROSENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2DANIEL ZINGALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3ANTHONY ITON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4MARION STANDISH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0DPTY CHIEF INV. OFF.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1DPTY CHIEF INV. OFF.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2SVP, HEALTHY CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3SVP, HEALTHY COMMTY.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4SVP ENTERPRISE PROG.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01000 N ALAMEDA STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt11000 N ALAMEDA STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt21000 N ALAMEDA STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt31000 N ALAMEDA STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt41000 N ALAMEDA STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd090012
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd190012
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd290012
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd390012
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd490012

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Filings

Displayed year

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

Open filing
Assets
$3,809,575,079
Liabilities
$114,432,893
Net assets
$3,695,142,186
Revenue
$235,234,519
Expenses
$231,645,041
Net income
$3,589,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4,458$504$3,954$145$183$37.3
2023Detailed filing. Detailed filing data is available for this year.$4,319$531$3,788$362$418$56.0
2022Detailed filing. Detailed filing data is available for this year.$4,754$333$4,422$462$213$249
2021Detailed filing. Detailed filing data is available for this year.$4,653$355$4,298$306$215$90.8
2020Detailed filing. Detailed filing data is available for this year.$3,447$116$3,331$281$203$77.6
2019Detailed filing. Detailed filing data is available for this year.$3,810$114$3,695$235$232$3.59
2018Detailed filing. Detailed filing data is available for this year.$3,829$96.5$3,732$256$243$13.3
2017Detailed filing. Detailed filing data is available for this year.$3,667$63.6$3,604$194$214$19.9
2016Detailed filing. Detailed filing data is available for this year.$3,485$83.8$3,402$201$242$40.4
2015Detailed filing. Detailed filing data is available for this year.$3,768$70.2$3,698$203$223$20.2
2014Detailed filing. Detailed filing data is available for this year.$3,668$99.3$3,569$209$294$85.1
2013Detailed filing. Detailed filing data is available for this year.$3,562$170$3,393$218
2012Detailed filing. Detailed filing data is available for this year.$3,661$371$3,290$165
2011Summary only. Only limited summary data is available for this year.$3,745$351$248$247$1.57
2010Detailed filing. Detailed filing data is available for this year.$3,622$523$3,099$135