Civic Intelligence

Raymond and Barbara Alpert Foundation

EIN 95-4541253 • Los Angeles, CA

1815 South Soto StreetLos Angeles, CA 90023
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

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

Liabilities / Revenue

22nd percentile

0.00x

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

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

Net Margin

10th percentile

-49%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

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

Asset Growth

30th percentile

-1.4%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

4th percentile

-66%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$0

Down $9,293,241 (-100%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Net Assets

Down

$0

Down $9,293,241 (-100%) from 2022

Operations
Liabilities / Revenue22nd percentileNet Margin10th percentile

Revenue

Up

$773,693

Up $523,319 (+209%) from 2022

Expenses

Up

$10,136,094

Up $9,762,607 (+2614%) from 2022

Net Income

Down

-$9,362,401

Down $9,239,288 (-7505%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $4,723,365Liabilities 2011: $02011Assets 2012: $5,252,797Liabilities 2012: $02012Assets 2013: $4,659,931Liabilities 2013: $02013Assets 2014: $5,280,865Liabilities 2014: $92,4582014Assets 2015: $5,377,151Liabilities 2015: $02015Assets 2018: $5,118,302Liabilities 2018: $0Net Assets 2018: $5,118,3022018Assets 2019: $7,542,124Liabilities 2019: $1Net Assets 2019: $7,542,1242019Assets 2020: $8,998,543Liabilities 2020: $1Net Assets 2020: $8,998,5432020Assets 2021: $9,423,761Liabilities 2021: $1Net Assets 2021: $9,423,7612021Assets 2022: $9,293,241Liabilities 2022: $1Net Assets 2022: $9,293,2412022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2011: $163,048Expenses 2011: $481,111Net Income 2011: -$318,0632011Revenue 2012: $903,129Expenses 2012: $373,697Net Income 2012: $529,4322012Revenue 2013: $450,303Expenses 2013: $1,341,965Net Income 2013: -$891,6622013Revenue 2014: $795,236Expenses 2014: $266,760Net Income 2014: $528,4762014Revenue 2015: $349,450Expenses 2015: $257,997Net Income 2015: $91,4532015Revenue 2018: $204,655Expenses 2018: $473,891Net Income 2018: -$269,2362018Revenue 2019: $2,681,826Expenses 2019: $258,004Net Income 2019: $2,423,8222019Revenue 2020: $3,113,270Expenses 2020: $1,654,496Net Income 2020: $1,458,7742020Revenue 2021: $726,523Expenses 2021: $295,440Net Income 2021: $431,0832021Revenue 2022: $250,374Expenses 2022: $373,487Net Income 2022: -$123,1132022Revenue 2023: $773,693Expenses 2023: $10,136,094Net Income 2023: -$9,362,4012023

Highlighted filing

2023

Revenue$773,693
Expenses$10,136,094
Net Income-$9,362,401
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$773,693
Expenses
$10,136,094
Net income
-$9,362,401
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.77$10.1$9.36
2022Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$0.25$0.37$0.12
2021Detailed filing. Detailed filing data is available for this year.$9.42$0.00$9.42$0.73$0.30$0.43
2020Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$3.11$1.65$1.46
2019Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$2.68$0.26$2.42
2018Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.20$0.47$0.27
2015Summary only. Only limited summary data is available for this year.$5.38$0.00$0.35$0.26$0.09
2014Summary only. Only limited summary data is available for this year.$5.28$0.09$0.80$0.27$0.53
2013Summary only. Only limited summary data is available for this year.$4.66$0.00$0.45$1.34$0.89
2012Summary only. Only limited summary data is available for this year.$5.25$0.00$0.90$0.37$0.53
2011Summary only. Only limited summary data is available for this year.$4.72$0.00$0.16$0.48$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Aug 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN ALPERTDirector/President-$0--
TERI ALPERTDirector/Secretary/Treasurer-$0--
NANCY ALPERTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Raymond and Barbara Alpert Foundation
EIN
95-4541253
In Care Of
% ALAN ALPERT
Phone
3232654040
Address
1815 SOUTH SOTO STREET, LOS ANGELES, CA 90023

Signing Officer

Name
Alan Alpert
Title
Director/president
Phone
3232654040
Signed
2024-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer
Cathy L Kleineahlbr
Phone
8053748555
Raw XML AppendixShowing 400 of 410 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt010120115
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt010120115
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IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01815 SOUTH SOTO STREET
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090023
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ALAN ALPERT
IRS990PF/StatementsRegardingActyGrp/PhoneNum03232654040
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt313000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4205946
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt59855793
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41) DESCRIPTION: 275.538 SHARES OF Skybridge MUL-AD SECURITIES (2) DATE OF THE GIFT: 03/29/2023 (3) PURPOSE: GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HIAS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JEWISH FAMILY & CHILDREN'S SERVICE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2jewish federation of greater Long Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CONCERN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4jewish federation of greater Long Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01300 spring street NO 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11430 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23801 east willow street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt311111 OLYMPIC BLVD SUITE 214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43801 east willow street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5CO RENPSG 8910 PURDUE RD 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0silver spring
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WALTHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2long beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5INDIANA POLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390064
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490815
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010118226
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0223463
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0223463
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0556082
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010452734
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09896652
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0556082
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010120115
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09896652
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010452734
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0556082
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS DURING THE CURRENT TAX YEAR. RAYMOND AND BARBARA ALPERT FOUNDATION MADE DISTRIBUTIONS OF 9,293,241$ FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTIONS WERE MADE PURSUANT TO A PLAN OF DISSOLUTION. THESE DISTRIBUTIONS REPRESENTED 100% OF RAYMOND AND BARBARA ALPERT FOUNDATION'S NET ASSETS (AS MEASURED BY FAIR MARKET VALUE).
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0611
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt18
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1CAPITAL GAIN DISTRIBUTION REC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt10
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0140
OtherIncreasesSchedule/OtherIncreasesDetail/Amt069160
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014087
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013822
TaxesSchedule/TaxesDetail/Amt00
TaxesSchedule/TaxesDetail/Amt1274
TaxesSchedule/TaxesDetail/Amt2270
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0270
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0802
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN ALPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR/PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03232654040
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RAYMOND AND BARBARA ALPERT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RAYM
ReturnHeader/Filer/EIN0954541253
ReturnHeader/Filer/InCareOfNm0% ALAN ALPERT
ReturnHeader/Filer/PhoneNum03232654040
ReturnHeader/Filer/USAddress/AddressLine1Txt01815 SOUTH SOTO STREET
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090023
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLTHOUSE CARLIN & VAN TRIGT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03011 TOWNSGATE ROAD SUITE 400

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