Civic Intelligence

Lucille Ellis Simon Foundation C/O Nksfb LLC DBA Focus Operating LLC

990PF • Fiscal year 2016 • EIN 95-6035906

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

Organization Profile
2811 Wilshire BlvdSanta Monica, CA 90403

(310) 829-7654

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

46th percentile

0.2%

Faster asset growth than 46% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

464%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$9,875,837

Up $22,851 (+0.2%) from 2015

Net Assets

Up

$9,875,837

Up $22,851 (+0.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin92nd percentile

Revenue

Up

$1,561,538

Up $1,284,847 (+464%) from 2015

Expenses

Up

$601,657

Up $40,772 (+7.3%) from 2015

Net Income

Up

$959,881

Up $1,244,075 (+438%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,159,530Liabilities 2011: $02011Assets 2012: $8,555,567Liabilities 2012: $02012Assets 2013: $9,849,026Liabilities 2013: $02013Assets 2014: $10,160,571Liabilities 2014: $0Net Assets 2014: $10,160,5712014Assets 2015: $9,852,986Liabilities 2015: $0Net Assets 2015: $9,852,9862015Assets 2016: $9,875,837Liabilities 2016: $0Net Assets 2016: $9,875,8372016Assets 2018: $9,286,055Liabilities 2018: $0Net Assets 2018: $9,286,0552018Assets 2019: $10,285,054Liabilities 2019: $0Net Assets 2019: $10,285,0542019Assets 2020: $10,843,547Liabilities 2020: $0Net Assets 2020: $10,843,5472020Assets 2021: $11,927,232Liabilities 2021: $0Net Assets 2021: $11,927,2322021Assets 2022: $10,323,363Liabilities 2022: $0Net Assets 2022: $10,323,3632022Assets 2023: $11,366,671Liabilities 2023: $12023Assets 2024: $12,229,997Liabilities 2024: $0Net Assets 2024: $12,229,9972024

Highlighted filing

2016

Assets$9,875,837
Liabilities$0
Net Assets$9,875,837
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $199,209Expenses 2011: $484,984Net Income 2011: -$285,7752011Revenue 2012: $253,383Expenses 2012: $492,036Net Income 2012: -$238,6532012Revenue 2013: $211,538Expenses 2013: $550,959Net Income 2013: -$339,4212013Revenue 2014: $237,827Expenses 2014: $544,303Net Income 2014: -$306,4762014Revenue 2015: $276,691Expenses 2015: $560,885Net Income 2015: -$284,1942015Revenue 2016: $1,561,538Expenses 2016: $601,657Net Income 2016: $959,8812016Revenue 2018: $594,644Expenses 2018: $594,805Net Income 2018: -$1612018Revenue 2019: -$24,093Expenses 2019: $598,100Net Income 2019: -$622,1932019Revenue 2020: $580,241Expenses 2020: $501,579Net Income 2020: $78,6622020Revenue 2021: $796,518Expenses 2021: $725,268Net Income 2021: $71,2502021Revenue 2022: $1,125,453Expenses 2022: $638,541Net Income 2022: $486,9122022Revenue 2023: $562,850Expenses 2023: $703,549Net Income 2023: -$140,6992023Revenue 2024: $961,278Expenses 2024: $719,195Net Income 2024: $242,0832024

Highlighted filing

2016

Revenue$1,561,538
Expenses$601,657
Net Income$959,881
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD SIMONChairman-$0--
PAMELA SIMON JENSENPresident-$0--
ERIC SIMONVice President-$0--
DOUGLAS SIMONVice President-$0--
WILLIAM E GREANEYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lucille Ellis Simon Foundation
EIN
95-6035906
Phone
3108297654
Address
2811 WILSHIRE BLVD, SANTA MONICA, CA 90403

Signing Officer

Name
Eric Simon
Title
President
Signed
2017-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Avery & Greig LLP
Address
2811 Wilshire Blvd 700, Santa Monica, CA 90403
Preparer
Howard H Avery
Phone
3108297654
Raw XML AppendixShowing 400 of 491 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0175 AKAMAI TECH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1180 APACHE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2385 THE GAP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc385 GILEAD SCIENCES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4250 NORDSTROM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc53730 TRANSOCEAN LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6990 FLEXTRONIX INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7800 PRECISION CASTPARTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8250000 ANAHEIM CA CITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91400 COLGATE PALMOLIVE CO.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10900 ECOLAB INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1111900 INTEL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc122000 INTL BUS MACHINES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc132400 JACOBS ENGR GRP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc148500 JOHNSON CONTROLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151600 NOVARTIS AG ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc164000 PEPSICO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17200000 SAN BUENAVENTURA CA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc182150 SOVRAN SELF STORAGE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc191600 STRYKER CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20200000 TROY UNIV AL FACS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2120000 UNIV ENTERPRISES CA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182016-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212016-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01316721
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt016905
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0959881
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01316721
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0379691
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011192558
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09852986
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09875837
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0476896
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0476896
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0476896
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0491626
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014730
IRS990PF/DistributableAmountGrp/TotalTaxAmt014730
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt014730
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014730
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014730
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014730
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt014730
IRS990PF/FMVAssetsEOYAmt09875837
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0202454
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01266491
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01266491
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07691730
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06727550
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06727550
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0392109
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0126051
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0126051
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0124078
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0185235
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0185235
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09852986
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09875837
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09875837
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09852986
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09875837
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09852986
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09875837
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt09852986
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt09875837
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01442615
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01570510
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01570510
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09982244
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0312797
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09669447
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0149734
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0491626
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09832510
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09982244
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DONALD SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAMELA SIMON JENSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ERIC SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DOUGLAS SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4WILLIAM E GREANEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09954 SUNSET BOULEVARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 165
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 370899
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 1911
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt426015 CHARING CROSS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BEVERLY HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MONTARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BEVERLY HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4VALENCIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190406
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3902131911
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd4913552029
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0468165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0482895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0466792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0450026
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0456111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0414523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0407385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04642
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04874
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04892
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt014730
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09832510
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010056518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt010019305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt09293938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08504613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08327354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0508700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.238071
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0493970
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0508700
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt014730
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0508700
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02811 WILSHIRE BLVD 700
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA MONICA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090403
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$9,875,837
Liabilities
$0
Net assets
$9,875,837
Revenue
$1,561,538
Expenses
$601,657
Net income
$959,881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.00$12.2$0.96$0.72$0.24
2023Summary only. Only limited summary data is available for this year.$11.4$0.00$0.56$0.70$0.14
2022Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$1.13$0.64$0.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.00$11.9$0.80$0.73$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$0.58$0.50$0.08
2019Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.02$0.60$0.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.29$0.00$9.29$0.59$0.59$0.00
2016Detailed filing. Detailed filing data is available for this year.$9.88$0.00$9.88$1.56$0.60$0.96
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.85$0.00$9.85$0.28$0.56$0.28
2014Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.24$0.54$0.31
2013Summary only. Only limited summary data is available for this year.$9.85$0.00$0.21$0.55$0.34
2012Summary only. Only limited summary data is available for this year.$8.56$0.00$0.25$0.49$0.24
2011Summary only. Only limited summary data is available for this year.$8.16$0.00$0.20$0.48$0.29