Civic Intelligence

Norton Simon Art Foundation

990PF • Fiscal year 2022 • EIN 95-6038921

Dec 01, 2021 to Nov 30, 2022 • Filed on Oct 13, 2023

Organization Profile
385 E Colorado Blvd 240Pasadena, CA 91101

(626) 432-7740

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.08x

Higher debt load relative to revenue than 17% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

49th percentile

$554,517

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2022 filings • $250M-$1B nonprofits • Source year 2022

Asset Growth

32nd percentile

-6.9%

Faster asset growth than 32% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

23rd percentile

-9.6%

Faster revenue growth than 23% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets10th percentile

Assets

Down

$375,059,604

Down $27,630,954 (-6.9%) from 2021

Net Assets

Down

$374,321,076

Down $27,745,953 (-6.9%) from 2021

Liabilities

Up

$738,528

Up $114,999 (+18%) from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin90th percentile

Revenue

Down

$9,442,962

Down $998,490 (-9.6%) from 2021

Expenses

Up

$4,576,080

Up $380,221 (+9.1%) from 2021

Net Income

Down

$4,866,882

Down $1,378,711 (-22%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$600M$400M$200M$0Assets 2011: $290,744,050Liabilities 2011: $936,0672011Assets 2012: $301,750,923Liabilities 2012: $825,9302012Assets 2013: $321,175,448Liabilities 2013: $752,7142013Assets 2014: $328,794,001Liabilities 2014: $1,100,7412014Assets 2015: $320,943,130Liabilities 2015: $1,924,8762015Assets 2019: $356,832,967Liabilities 2019: $558,1092019Assets 2020: $379,209,841Liabilities 2020: $756,452Net Assets 2020: $378,453,3892020Assets 2021: $402,690,558Liabilities 2021: $623,529Net Assets 2021: $402,067,0292021Assets 2022: $375,059,604Liabilities 2022: $738,528Net Assets 2022: $374,321,0762022Assets 2023: $385,171,138Liabilities 2023: $773,813Net Assets 2023: $384,397,3252023Assets 2024: $426,627,660Liabilities 2024: $1,135,047Net Assets 2024: $425,492,6132024

Highlighted filing

2022

Assets$375,059,604
Liabilities$738,528
Net Assets$374,321,076
Open 2022 Filing

Operations Trend

Revenue Growth23rd percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $6,760,966Expenses 2011: $3,828,935Net Income 2011: $2,932,0312011Revenue 2012: $5,358,292Expenses 2012: $3,958,375Net Income 2012: $1,399,9172012Revenue 2013: $7,630,555Expenses 2013: $3,572,197Net Income 2013: $4,058,3582013Revenue 2014: $12,457,947Expenses 2014: $4,975,718Net Income 2014: $7,482,2292014Revenue 2015: $7,724,701Expenses 2015: $6,122,333Net Income 2015: $1,602,3682015Revenue 2019: $5,206,545Expenses 2019: $4,261,269Net Income 2019: $945,2762019Revenue 2020: $2,143,231Expenses 2020: $3,878,021Net Income 2020: -$1,734,7902020Revenue 2021: $10,441,452Expenses 2021: $4,195,859Net Income 2021: $6,245,5932021Revenue 2022: $9,442,962Expenses 2022: $4,576,080Net Income 2022: $4,866,8822022Revenue 2023: $5,481,097Expenses 2023: $4,787,811Net Income 2023: $693,2862023Revenue 2024: $15,676,163Expenses 2024: $5,174,393Net Income 2024: $10,501,7702024

Highlighted filing

2022

Revenue$9,442,962
Expenses$4,576,080
Net Income$4,866,882
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Oct 13, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Walter W TimoshukPresidentPT$413,042$141,475$554,517
Ronald H DykhuizenCFOPT$198,208$68,109$266,317
Stephanie VillasenorSecretaryFT$171,500$21,850$193,350
Sara Campbell AbdoTrustee-$0--
Dr Johannes CzerninTrustee-$0--
Thomas L PfisterTrustee-$0--
Dr Michael E PhelpsTrustee-$0--
Nancy ShelmonTrustee-$0--
Nina ShepherdTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Norton Simon Art Foundation
EIN
95-6038921
Phone
6264327740
Address
385 E Colorado Blvd 240, Pasadena, CA 91101

Signing Officer

Name
Ronald H Dykhuizen
Title
CFO
Signed
2023-10-13
Discuss with paid preparer
Yes

Preparer

Firm
PwC US Tax LLP
Address
655 New York Ave NW, Washington, DC 20001
Preparer
Travis L Patton
Phone
2024141000
Raw XML AppendixShowing 400 of 741 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Audit, tax and accounting fees
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CompensationExplanation/CompensationExplanationGrp/PersonNm0Walter W Timoshuk
CompensationExplanation/CompensationExplanationGrp/PersonNm1Ronald H Dykhuizen
CompensationExplanation/CompensationExplanationGrp/PersonNm2Stephanie Villasenor
CompensationExplanation/CompensationExplanationGrp/PersonNm3Dr Michael E Phelps
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Mr. Timoshuk is also a Trustee and Chair.Employee benefit plans contribution amount includes $86,750 accrued to a nonqualified deferred compensation plan that is unfunded, unvested, and subject to a substantial risk of forfeiture. Reported amounts include $82,608 of compensation and $10,945 of benefits related to support services provided to The Norton Simon Foundation.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1Mr. Dykhuizen is also a Trustee, Vice President, Treasurer and Assistant Secretary. Employee benefit plans contribution amount includes $34,667 accrued to a nonqualified deferred compensation plan that is unfunded, unvested, and subject to a substantial risk of forfeiture. Reported amounts include $39,642 of compensation and $6,688 of benefits related to support services provided to The Norton Simon Foundation.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2Ms. Villasenor is also Vice President. Reported amounts include $34,300 of compensation and $4,370 of benefits related to support services provided to The Norton Simon Foundation.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3Dr. Phelps is also Vice President.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0160096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11487583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2876924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3130948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4396548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt52066264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt62094239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-12187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt853383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt93144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt103165329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-44020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110721768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3527374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42943592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52066264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt62094239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt753383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt93165329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0807754shs Dodge & Cox Income Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1385814shs Principal Real Estate Sec Fd R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc222250shs Vanguard Total Stock Mkt Ind Fd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc330370shs BlackRock MSCIACWI Min Vol Ind Fd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4116477shs BlackRock U.S. TIPS Fund B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Capital Gains Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6K-1 - BlackRock MSCI ACWI Min Vol Ind LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7K-1 - BlackRock MSCI ACWI Min Vol Ind ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8K-1 - BlackRock U.S. TIPS Fund B - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9K-1 - BlackRock U.S. TIPs Fund B - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10K-1 - JPMorgan US Large Cap 130/30 Fd LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11K-1 - JPMorgan US Large Cap 130/30 Fd ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52022-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62022-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72022-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82022-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92022-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102022-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010378251
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-53063
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04866882
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt032612835
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0406933911
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0402067029
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0374321076
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptOperatingFoundationsInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/NotApplicableCd0N/A
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RulingLetterDt01987-07-15
IRS990PF/FMVAssetsEOYAmt02056950832
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0623529
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0738528
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt027659
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt026458
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt027659
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt027659
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03690
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03350
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03350
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0156104621
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0128481785
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0128481785
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesBOYAmt057733
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYAmt055920
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYFMVAmt055920
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt01249169
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt02255560
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt04246103
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt04998216
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01006391
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt01006391
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt034700000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0723500
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0752113
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0752113
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0402067029
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0374321076
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0158141018
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0158141018
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01806338637
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt086068320
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt085844366
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt085844366
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0538320
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0542316
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0542316
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt020507
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0204686
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0204686
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0402690558
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0375059604
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02056950832
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0623529
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0738528
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0402690558
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0375059604
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0402067029
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0374321076
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0256267697
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0612233
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0220890604
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03844015
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt034764860
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012621184
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0252423682
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0256267697
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt028.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt128.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt228.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt319.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt428.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt094281
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt186883
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt273849
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt368876
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt456982
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt029138
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt120567
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt229978
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt314558
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt427389
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Leslie Denk
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1John Griswold
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2Sandra Chen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3Cindy Schembri
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4Jennifer Johnson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Dir of Ext Affairs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1Conservator
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2Senior Accountant
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3Controller
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4Graphic Designer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0385 E Colorado Blvd Ste 240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1385 E Colorado Blvd Ste 240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2385 E Colorado Blvd Ste 240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3385 E Colorado Blvd Ste 240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt4385 E Colorado Blvd Ste 240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Pasadena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Pasadena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2Pasadena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3Pasadena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4Pasadena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd091101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd191101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd291101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd391101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd491101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0George Bisacca
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Jose de la Fuente
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2Wilshire Advisors LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0154119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt164728
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt273115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Conservation
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Conservation
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Investment consultant
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0411 W Colorado Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1411 W Colorado Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt21299 Ocean Avenue Ste 700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Pasadena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Pasadena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2Santa Monica
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd091105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd191105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd290401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt237.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$375,059,604
Liabilities
$738,528
Net assets
$374,321,076
Revenue
$9,442,962
Expenses
$4,576,080
Net income
$4,866,882
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$427$1.14$425$15.7$5.17$10.5
2023Detailed filing. Detailed filing data is available for this year.$385$0.77$384$5.48$4.79$0.69
2022Detailed filing. Detailed filing data is available for this year.$375$0.74$374$9.44$4.58$4.87
2021Detailed filing. Detailed filing data is available for this year.$403$0.62$402$10.4$4.20$6.25
2020Detailed filing. Detailed filing data is available for this year.$379$0.76$378$2.14$3.88$1.73
2019Summary only. Only limited summary data is available for this year.$357$0.56$5.21$4.26$0.95
2015Summary only. Only limited summary data is available for this year.$321$1.92$7.72$6.12$1.60
2014Summary only. Only limited summary data is available for this year.$329$1.10$12.5$4.98$7.48
2013Summary only. Only limited summary data is available for this year.$321$0.75$7.63$3.57$4.06
2012Summary only. Only limited summary data is available for this year.$302$0.83$5.36$3.96$1.40
2011Summary only. Only limited summary data is available for this year.$291$0.94$6.76$3.83$2.93
Peer Organizations

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