Civic Intelligence

The Achievable Foundation

990 • Fiscal year 2016 • EIN 95-4552419

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 10, 2017

Organization ProfileWWW.ACHIEVABLE.ORG
5901 Green Valley Circle No 405Culver City, CA 90230

(424) 266-7476

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.60x

Higher debt load relative to assets than 83% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.86x

Higher debt load relative to revenue than 83% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

78th percentile

18%

Higher net margin than 78% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

86th percentile

$169,600

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

72nd percentile

9.9%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

62nd percentile

8.2%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$2,884,430

Up $260,814 (+9.9%) from 2015

Net Assets

Up

$1,161,534

Up $351,792 (+43%) from 2015

Liabilities

Down

$1,722,896

Down $90,978 (-5.0%) from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin78th percentile

Revenue

Up

$2,009,012

Up $152,296 (+8.2%) from 2015

Expenses

Up

$1,657,220

Up $433,430 (+35%) from 2015

Net Income

Down

$351,792

Down $281,134 (-44%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$10M$5.0M$0Assets 2010: $1,535,353Liabilities 2010: $1,282,114Net Assets 2010: $253,2392010Assets 2011: $1,572,052Liabilities 2011: $1,342,707Net Assets 2011: $229,3452011Assets 2012: $1,748,029Liabilities 2012: $1,383,179Net Assets 2012: $364,8502012Assets 2013: $2,026,118Liabilities 2013: $1,361,312Net Assets 2013: $664,8062013Assets 2014: $1,773,442Liabilities 2014: $1,596,626Net Assets 2014: $176,8162014Assets 2015: $2,623,616Liabilities 2015: $1,813,874Net Assets 2015: $809,7422015Assets 2016: $2,884,430Liabilities 2016: $1,722,896Net Assets 2016: $1,161,5342016Assets 2017: $2,827,931Liabilities 2017: $1,672,556Net Assets 2017: $1,155,3752017Assets 2018: $3,129,984Liabilities 2018: $1,520,126Net Assets 2018: $1,609,8582018Assets 2019: $1,740,981Liabilities 2019: $504,694Net Assets 2019: $1,236,2872019Assets 2020: $2,752,267Liabilities 2020: $1,299,971Net Assets 2020: $1,452,2962020Assets 2021: $2,720,341Liabilities 2021: $1,091,152Net Assets 2021: $1,629,1892021Assets 2022: $2,898,358Liabilities 2022: $1,019,612Net Assets 2022: $1,878,7462022Assets 2023: $4,199,637Liabilities 2023: $2,190,692Net Assets 2023: $2,008,9452023Assets 2024: $8,087,326Liabilities 2024: $2,268,959Net Assets 2024: $5,818,3672024

Highlighted filing

2016

Assets$2,884,430
Liabilities$1,722,896
Net Assets$1,161,534
Open 2016 Filing

Operations Trend

Revenue Growth62nd percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $262,0222010Revenue 2011: $210,674Expenses 2011: $234,568Net Income 2011: -$23,8942011Expenses 2012: $247,5012012Expenses 2013: $531,0932013Revenue 2014: $628,610Expenses 2014: $1,116,600Net Income 2014: -$487,9902014Revenue 2015: $1,856,716Expenses 2015: $1,223,790Net Income 2015: $632,9262015Revenue 2016: $2,009,012Expenses 2016: $1,657,220Net Income 2016: $351,7922016Revenue 2017: $2,199,446Expenses 2017: $2,205,605Net Income 2017: -$6,1592017Revenue 2018: $3,281,261Expenses 2018: $2,826,778Net Income 2018: $454,4832018Revenue 2019: $2,641,128Expenses 2019: $3,014,699Net Income 2019: -$373,5712019Revenue 2020: $3,541,492Expenses 2020: $3,325,483Net Income 2020: $216,0092020Revenue 2021: $4,007,411Expenses 2021: $3,830,518Net Income 2021: $176,8932021Revenue 2022: $4,030,501Expenses 2022: $3,780,944Net Income 2022: $249,5572022Revenue 2023: $4,511,058Expenses 2023: $4,380,859Net Income 2023: $130,1992023Revenue 2024: $8,610,448Expenses 2024: $4,801,026Net Income 2024: $3,809,4222024

Highlighted filing

2016

Revenue$2,009,012
Expenses$1,657,220
Net Income$351,792
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 10, 2017
Return Version
2015v3.0
Gross Receipts
$2,022,152
Mission and Program Overview

Mission

Achievable health's mission is to provide high-quality healthcare to our community, with a specialty in treating individuals with intellectual and developmental disabilities and their families.

Support people with developmental disabilities & their families

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,385,153$1,417,942▲ $32,789
Savings and Temporary Cash Investments$690,418$758,296▲ $67,878
Accounts Receivable$310,314$414,449▲ $104,135
Land, Buildings, and Equipment, Net$225,884$217,159▼ $8,725
Pledges and Grants Receivable-$62,500-
Prepaid Expenses and Deferred Charges$11,453$7,872▼ $3,581
Cash and Non-Interest-Bearing Accounts$394$6,212▲ $5,818
Total Assets$2,623,616$2,884,430▲ $260,814
Liabilities
Deferred Revenue$1,424,345$1,466,812▲ $42,467
Other Liabilities$291,965$177,269▼ $114,696
Accounts Payable and Accrued Expenses$97,564$78,815▼ $18,749
Total Liabilities$1,813,874$1,722,896▼ $90,978
Net Assets / Fund Balance
Unrestricted Net Assets$630,589$984,865▲ $354,276
Temporarily Rstr Net Assets$179,153$176,669▼ $2,484
Total Net Assets Fund Balance$809,742$1,161,534▲ $351,792
Total Liabilities and Net Assets / Fund Balance$2,623,616$2,884,430▲ $260,814

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$144,195$44,074$188,269
Equipment$72,964$50,987$123,951
Other Securities$1,417,942--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mark BenorPhysicianFT$169,600$169,600
Carmen IbarraChief Executive OfficerFT$160,384$160,384
Michelle CatanzariteChief Med. OfficerPT$146,563$146,563

Board Members and Trustees

NameTitle
Kent GrahamPresident
Ted TannenbaumVice President
John ChavezBoard Member
Lou SpitzBoard Member
Mike DannekerBoard Member
Rayvone DouthardBoard Member
Rebeca AguirreBoard Member
Robert SteinerBoard Member
Russell TannerBoard Member
Ben DavidsonSecretary & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$968,019
Program Service Revenue
$1,052,748
Investment Income
$681
Other Revenue
$-12,436
All Other Contributions
$395,595
Change in Net Assets
$351,792

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,009,012
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,009,012
Total Revenue per Form 990
$2,009,012
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$964,453
Other Expenses$692,767
Total Fundraising Expense$38,309
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$427,935$79,728$10,274$517,937
Current Officers, Directors, Trustees, and Key Employees$293,505$54,683$7,047$355,235
Fees for Services Other$96,331$15,799$14,483$126,613
Occupancy$78,174$13,857$1,813$93,844
Fees for Services Accounting$45,861$32,063-$77,924
Payroll Taxes$54,255$9,981$867$65,103
All Other Expenses$34,019$19,301$1,927$55,247
Insurance$26,080$5,593$598$32,271
Depreciation Depletion$31,933--$31,933
Other Employee Benefits$21,728$3,927$523$26,178
Office Expenses$2,476$726$485$3,687
Conferences and Meetings$1,577--$1,577
Other Expenses$41$6,314$292$41
Total Functional Expenses$1,373,843$245,068$38,309$1,657,220

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,657,220
Total Expenses per Audited Statements$1,657,220
Total Expenses per Form 990$1,657,220
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$13,140
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Speaker Series$30,633-$184-
Total Events$30,633-$13,140$-13,140
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable to Affiliate$177,269
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“After the form 990 is prepared, the finance committee is provided a copy of the draft 990 for review and is asked to respond with any questions, comments or changes. When all questions and concerns have been addressed by the firm engaged to prepare the return, a final copy is then forwarded to the entire board before it is signed by the ceo and filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“Members of the board, officers, and key employees fill out and sign an annual conflict of interest policy. If potential conflicts arise, it is reviewed by the board and decisions are made in the best interest of the organization. Any past potential conflicts of interest that may still exist are also reconsidered by the board.”

Form 990, Part VI, Section B, Line 15A

“Hiring committee used recruitment consultant who also provided information regarding going salaries for ceo's. A compensation survey was also reviewed. The hiring committee approved salary based on comparable rates of other ceo's.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, financial statements, form 990 and form 1023 available upon request at the organization's headquarters.”

Filing and Contact Details

Filer

Filer Name
The Achievable Foundation
EIN
95-4552419
Phone
4242667476
Address
5901 GREEN VALLEY CIRCLE NO 405, CULVER CITY, CA 90230

Signing Officer

Name
Teddy Tannenbaum
Title
CEO
Phone
4242667476
Signed
2017-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carmen Ibarra
Formed
1995
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
12
Volunteers
14

Preparer

Firm
Windes Inc
Address
PO BOX 87, LONG BEACH, CA 90801-0087
Preparer
Donita M Joseph
Phone
5624351191
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation recognizes the financial statement benefit of tax positions, such as a filing status of tax-exempt, only after determining that the relevant tax authority would more likely than not sustain the position following an audit. The foundation is subject to potential income tax audits on open tax years by any taxing jurisdiction in which it operates. The statute of limitations for federal and california purposes is generally three and four years, respectively.”

Raw XML AppendixShowing 400 of 536 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY & TREASURER
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IRS990/InsuranceGrp/ManagementAndGeneralAmt05593
IRS990/InsuranceGrp/ProgramServicesAmt026080
IRS990/InsuranceGrp/TotalAmt032271
IRS990/InvestmentIncomeGrp/ExclusionAmt0681
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0681
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01385153
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01417942
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt095061
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0225884
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0217159
IRS990/LandBldgEquipCostOrOtherBssAmt0312220
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PERSONS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING SUPPORT TO HELP THEM LIVE MORE INDEPENDENT, PRODUCTIVE LIVES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0809742
IRS990/NetAssetsOrFundBalancesEOYAmt01161534
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-13140
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-13140
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01813
IRS990/OccupancyGrp/ManagementAndGeneralAmt013857
IRS990/OccupancyGrp/ProgramServicesAmt078174
IRS990/OccupancyGrp/TotalAmt093844
IRS990/OfficeExpensesGrp/FundraisingAmt0485
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0726
IRS990/OfficeExpensesGrp/ProgramServicesAmt02476
IRS990/OfficeExpensesGrp/TotalAmt03687
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0523
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03927
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt021728
IRS990/OtherEmployeeBenefitsGrp/TotalAmt026178
IRS990/OtherExpensesGrp/Desc0OTHER ACHIEVABLE CLINIC
IRS990/OtherExpensesGrp/Desc1BAKER CAMP EXPENSES
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3STAFF RECRUITMENT
IRS990/OtherExpensesGrp/FundraisingAmt0292
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03096
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16314
IRS990/OtherExpensesGrp/ProgramServicesAmt0193615
IRS990/OtherExpensesGrp/ProgramServicesAmt165777
IRS990/OtherExpensesGrp/ProgramServicesAmt2536
IRS990/OtherExpensesGrp/ProgramServicesAmt341
IRS990/OtherExpensesGrp/TotalAmt0197003
IRS990/OtherExpensesGrp/TotalAmt165777
IRS990/OtherExpensesGrp/TotalAmt26850
IRS990/OtherExpensesGrp/TotalAmt341
IRS990/OtherLiabilitiesGrp/BOYAmt0291965
IRS990/OtherLiabilitiesGrp/EOYAmt0177269
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ES LOAN REPAYMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0704
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0704
IRS990/OtherRevenueTotalAmt0704
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt010274
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt079728
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0427935
IRS990/OtherSalariesAndWagesGrp/TotalAmt0517937
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0867
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09981
IRS990/PayrollTaxesGrp/ProgramServicesAmt054255
IRS990/PayrollTaxesGrp/TotalAmt065103
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt062500
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011453
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07872
IRS990/PrincipalOfficerNm0CARMEN IBARRA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621400
IRS990/ProgramServiceRevenueGrp/Desc0PATIENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01052748
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01052748
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01291041
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0269
IRS990/PYOtherExpensesAmt0632593
IRS990/PYOtherRevenueAmt0-7245
IRS990/PYProgramServiceRevenueAmt0572651
IRS990/PYRevenuesLessExpensesAmt0632926
IRS990/PYSalariesCompEmpBnftPaidAmt0591197
IRS990/PYTotalExpensesAmt01223790
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01856716
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0351792
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01053452
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0690418
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0758296
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0968019
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01291041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0289048
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0822074
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0379449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03749631
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0681
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0269
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0183
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0623
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0436
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02192
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01962170
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt010187
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03121
IRS990ScheduleA/OtherIncome170Grp/TotalAmt013308
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80710
IRS990ScheduleA/PublicSupportPY170Pct00.75820
IRS990ScheduleA/PublicSupportTotal170Amt03038949
IRS990ScheduleA/SubstantialContributorsTotAmt0710682
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0968019
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01291041
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0289048
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0822074
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0379449
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03749631
IRS990ScheduleA/TotalSupportAmt03765131
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt072964
IRS990ScheduleD/EquipmentGrp/DepreciationAmt050987
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0123951
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01657220
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0144195
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt044074
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0188269
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0177269
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NOTE PAYABLE TO AFFILIATE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01417942
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUND INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02009012
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS A FILING STATUS OF TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE FOUNDATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0217159
IRS990ScheduleD/TotalBookValueSecuritiesAmt01417942
IRS990ScheduleD/TotalExpensesPerForm990Amt01657220
IRS990ScheduleD/TotalLiabilityAmt0177269
IRS990ScheduleD/TotalRevenuePerForm990Amt02009012
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02009012
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01657220
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt030633
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt030633
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013140
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPEAKER SERIES
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt012956
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt012956
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030633
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030633
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-13140
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0184
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0184

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,884,430
Liabilities
$1,722,896
Net assets
$1,161,534
Revenue
$2,009,012
Expenses
$1,657,220
Net income
$351,792
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.09$2.27$5.82$8.61$4.80$3.81
2023Detailed filing. Detailed filing data is available for this year.$4.20$2.19$2.01$4.51$4.38$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.90$1.02$1.88$4.03$3.78$0.25
2021Detailed filing. Detailed filing data is available for this year.$2.72$1.09$1.63$4.01$3.83$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.75$1.30$1.45$3.54$3.33$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.50$1.24$2.64$3.01$0.37
2018Detailed filing. Detailed filing data is available for this year.$3.13$1.52$1.61$3.28$2.83$0.45
2017Detailed filing. Detailed filing data is available for this year.$2.83$1.67$1.16$2.20$2.21$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.88$1.72$1.16$2.01$1.66$0.35
2015Detailed filing. Detailed filing data is available for this year.$2.62$1.81$0.81$1.86$1.22$0.63
2014Detailed filing. Detailed filing data is available for this year.$1.77$1.60$0.18$0.63$1.12$0.49
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$1.36$0.66$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$1.38$0.36$0.25
2011Summary only. Only limited summary data is available for this year.$1.57$1.34$0.23$0.21$0.23$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$1.28$0.25$0.26