Civic Intelligence

Kathleen Nelson Foundation

990PF • Fiscal year 2012 • EIN 95-4749774

Jan 01, 2012 to Dec 31, 2012 • Filed on May 09, 2013

Organization Profile
5900 Wilshire Boulevard No 230090036
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

18th percentile

-21%

Faster asset growth than 18% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$34,385

Down $9,039 (-21%) from 2011

Net Assets

Down

$34,385

Down $9,039 (-21%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$9,938

Down $897 (-8.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$80K$60K$40K$20K$0Assets 2010: $38,265Liabilities 2010: $0Net Assets 2010: $38,2652010Assets 2011: $43,424Liabilities 2011: $0Net Assets 2011: $43,4242011Assets 2012: $34,385Liabilities 2012: $0Net Assets 2012: $34,3852012Assets 2013: $28,927Liabilities 2013: $0Net Assets 2013: $28,9272013Assets 2014: $28,077Liabilities 2014: $0Net Assets 2014: $28,0772014Assets 2015: $54,305Liabilities 2015: $0Net Assets 2015: $54,3052015Assets 2016: $55,835Liabilities 2016: $0Net Assets 2016: $55,8352016Assets 2017: $66,721Liabilities 2017: $0Net Assets 2017: $66,7212017Assets 2018: $67,481Liabilities 2018: $0Net Assets 2018: $67,4812018Assets 2019: $65,232Liabilities 2019: $0Net Assets 2019: $65,2322019Assets 2020: $70,897Liabilities 2020: $0Net Assets 2020: $70,8972020Assets 2021: $65,821Liabilities 2021: $0Net Assets 2021: $65,8212021Assets 2022: $73,623Liabilities 2022: $0Net Assets 2022: $73,6232022Assets 2023: $65,462Liabilities 2023: $0Net Assets 2023: $65,4622023Assets 2024: $61,136Liabilities 2024: $0Net Assets 2024: $61,1362024

Highlighted filing

2012

Assets$34,385
Liabilities$0
Net Assets$34,385
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$30K$20K$10K$0-$10KExpenses 2010: $9,3322010Expenses 2011: $10,8352011Expenses 2012: $9,9382012Revenue 2013: $2,130Expenses 2013: $7,578Net Income 2013: -$5,4482013Revenue 2014: $1,582Expenses 2014: $2,403Net Income 2014: -$8212014Revenue 2015: $30,535Expenses 2015: $4,290Net Income 2015: $26,2452015Revenue 2016: $5,741Expenses 2016: $3,617Net Income 2016: $2,1242016Revenue 2017: $14,631Expenses 2017: $3,647Net Income 2017: $10,9842017Revenue 2018: $9,544Expenses 2018: $8,511Net Income 2018: $1,0332018Revenue 2019: $1,408Expenses 2019: $3,573Net Income 2019: -$2,1652019Revenue 2020: $8,531Expenses 2020: $2,852Net Income 2020: $5,6792020Revenue 2021: $10,530Expenses 2021: $15,362Net Income 2021: -$4,8322021Revenue 2022: $18,513Expenses 2022: $9,379Net Income 2022: $9,1342022Revenue 2023: -$174Expenses 2023: $7,749Net Income 2023: -$7,9232023Revenue 2024: $6,095Expenses 2024: $10,421Net Income 2024: -$4,3262024

Highlighted filing

2012

Revenue-
Expenses$9,938
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 9, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN NELSONPresident-$0--
WALLACE D FRANSONTreasurer-$0--
RICHARD MANDELSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGREATER LOS ANGELES ZOO ASSOCIATIONGENERALPUBLIC CHARITYLOS ANGELES, CA, US$5,000
Paid GrantCITY OF HOPEGENERALPUBLIC CHARITYLOS ANGELES, CA, US$2,000
Filing and Contact Details

Filer

EIN
95-4749774
Raw XML Appendix340 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount02000
AccountingFeesSchedule/AccountingFees/Category0BUSINESS MANAGEMENT FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue014908
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV054376
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0INVESTMENT IN STOCKS - MARKETABLE
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount01216
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount010
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount01226
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01226
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02000
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm010
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss07000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm01214
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss01216
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-8712
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice010
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss010
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0519
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0928
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss010
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps07000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0705
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss09938
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01224
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01226
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0705
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss02938
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY04934
IRS990PF/BalanceSheets/CashEOY05390
IRS990PF/BalanceSheets/CashEOYFMV05390
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY014923
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY014908
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV054376
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY043424
IRS990PF/BalanceSheets/RetainedEarningsEOY034385
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY023567
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY014087
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV014087
IRS990PF/BalanceSheets/TotalAssetsBOY043424
IRS990PF/BalanceSheets/TotalAssetsEOY034385
IRS990PF/BalanceSheets/TotalAssetsEOYFMV073853
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY043424
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY034385
IRS990PF/BalanceSheets/TotalNetAssetsBOY043424
IRS990PF/BalanceSheets/TotalNetAssetsEOY034385
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome010
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02012-12-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-12-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0CLASS ACTION SETTLEMENTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss010
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses010
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice010
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-8712
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0327
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal034712
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY043424
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY034385
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted03679
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj03679
IRS990PF/DistributableAmount/DistributableAmountBeforeDed03679
IRS990PF/DistributableAmount/MinimumInvestmentReturn03689
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome010
IRS990PF/DistributableAmount/TotalTax010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY073853
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets074910
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances022547
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities052363
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01124
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn03689
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets073786
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets074910
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0KATHLEEN NELSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1WALLACE D FRANSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2RICHARD MANDEL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine105900 WILSHIRE BLVD SUITE 2300
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine115900 WILSHIRE BLVD SUITE 2300
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine125900 WILSHIRE BLVD SUITE 2300
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0LOS ANGELES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1LOS ANGELES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2LOS ANGELES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode090036
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode190036
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode290036
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct021643
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets021638
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.293256
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.110076
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.107151
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.455715
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.514335
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.279004
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3039867
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions07000
IRS990PF/QualifyingDistributions/ExpensesAndContributions07000
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions07000
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JESS S MORGAN COMPANY INC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03236342400
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine105900 WILSHIRE BOULEVARD SUITE 2300
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LOS ANGELES
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode090039
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
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IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0APPLICATIONS SHOULD BE IN WRITING AND MUST INCLUDE A DESCRIPTION OF CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0KATHLEEN NELSON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03236342400
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine105900 WILSHIRE BLVD SUITE 2300
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0LOS ANGELES
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode090036
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0KATHLEEN NELSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CITY OF HOPE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11GREATER LOS ANGELES ZOO ASSOCIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101055 WILSHIRE BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine115333 ZOO DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode090017
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode190027
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear07000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear03679
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted03679
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear104682
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear204695
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3016239
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4039730
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5036432
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5036432
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear068667
IRS990PF/UndistributedIncome/ExcessFromCurrentYear03321
IRS990PF/UndistributedIncome/ExcessFromYear104682
IRS990PF/UndistributedIncome/ExcessFromYear204695
IRS990PF/UndistributedIncome/ExcessFromYear3016239
IRS990PF/UndistributedIncome/ExcessFromYear4039730
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions07000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus03321
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0105099
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0101778
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount0310
OtherDecreasesSchedule/OtherDecreases/Amount117
OtherDecreasesSchedule/OtherDecreases/Description02011 FEDERAL TAXES PAID
OtherDecreasesSchedule/OtherDecreases/Description1BROADCOM COST BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpenses/Description1OFFICE SUPPLIES & MISCELLANEOUS
OtherExpensesSchedule/OtherExpenses/Description2LEGAL FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0705
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0705
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1115
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2108
TaxesSchedule/Taxes/Amount010
TaxesSchedule/Taxes/Category0STATE TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0954749774
ReturnHeader/Filer/Name/BusinessNameLine10KATHLEEN NELSON FOUNDATION
ReturnHeader/Filer/NameControl0KATH
ReturnHeader/Filer/Phone03236342400
ReturnHeader/Filer/USAddress/AddressLine105900 WILSHIRE BOULEVARD NO 2300
ReturnHeader/Filer/USAddress/City0LOS ANGELES
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090036
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-09
ReturnHeader/Officer/Name0RICHARD MANDEL
ReturnHeader/Officer/Phone03236342400
ReturnHeader/Officer/Title0SECRETARY
ReturnHeader/PreparerFirm/EIN0952483169
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JESS S MORGAN & COMPANY INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105900 WILSHIRE BLVD SUITE 2300
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LOS ANGELES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode090036
ReturnHeader/Preparer/Phone03236342400
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T18:04:04-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,385
Liabilities
$0
Net assets
$34,385
Revenue
-
Expenses
$9,938
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$61.1$0.00$61.1$6.10$10.4$4.33
2023Detailed filing. Detailed filing data is available for this year.$65.5$0.00$65.5$0.17$7.75$7.92
2022Detailed filing. Detailed filing data is available for this year.$73.6$0.00$73.6$18.5$9.38$9.13
2021Detailed filing. Detailed filing data is available for this year.$65.8$0.00$65.8$10.5$15.4$4.83
2020Detailed filing. Detailed filing data is available for this year.$70.9$0.00$70.9$8.53$2.85$5.68
2019Detailed filing. Detailed filing data is available for this year.$65.2$0.00$65.2$1.41$3.57$2.17
2018Detailed filing. Detailed filing data is available for this year.$67.5$0.00$67.5$9.54$8.51$1.03
2017Detailed filing. Detailed filing data is available for this year.$66.7$0.00$66.7$14.6$3.65$11.0
2016Detailed filing. Detailed filing data is available for this year.$55.8$0.00$55.8$5.74$3.62$2.12
2015Detailed filing. Detailed filing data is available for this year.$54.3$0.00$54.3$30.5$4.29$26.2
2014Detailed filing. Detailed filing data is available for this year.$28.1$0.00$28.1$1.58$2.40$0.82
2013Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$2.13$7.58$5.45
2012Detailed filing. Detailed filing data is available for this year.$34.4$0.00$34.4$9.94
2011Detailed filing. Detailed filing data is available for this year.$43.4$0.00$43.4$10.8
2010Detailed filing. Detailed filing data is available for this year.$38.3$0.00$38.3$9.33