Civic Intelligence

Norton Simon Art Foundation

990PF • Fiscal year 2023 • EIN 95-6038921

Dec 01, 2022 to Nov 30, 2023 • Filed on Oct 16, 2024

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

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

23rd percentile

0.14x

Higher debt load relative to revenue than 23% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

46th percentile

$544,095

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2023 filings • $250M-$1B nonprofits • Source year 2023

Asset Growth

41st percentile

2.7%

Faster asset growth than 41% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-42%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$385,171,138

Up $10,111,534 (+2.7%) from 2022

Net Assets

Up

$384,397,325

Up $10,076,249 (+2.7%) from 2022

Liabilities

Up

$773,813

Up $35,285 (+4.8%) from 2022

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin74th percentile

Revenue

Down

$5,481,097

Down $3,961,865 (-42%) from 2022

Expenses

Up

$4,787,811

Up $211,731 (+4.6%) from 2022

Net Income

Down

$693,286

Down $4,173,596 (-86%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2023

Assets$385,171,138
Liabilities$773,813
Net Assets$384,397,325
Open 2023 Filing

Operations Trend

Revenue Growth8th 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

2023

Revenue$5,481,097
Expenses$4,787,811
Net Income$693,286
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Oct 16, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Walter W TimoshukPresidentPT$419,583$124,512$544,095
Ronald H DykhuizenCFOPT$211,542$71,190$282,732
Stephanie VillasenorSecretaryFT$185,438$23,712$209,150
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
2024-10-16
Discuss with paid preparer
Yes

Preparer

Firm
PwC US Tax LLP
Address
655 New York Ave NW Suite 1100, Washington, DC 20001
Preparer
Travis L Patton
Phone
2024141000
Raw XML AppendixShowing 400 of 717 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/Amt042000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Audit, tax and accounting fees
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt07900
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 $66,072 accrued to a nonqualified deferred compensation plan that is unfunded, unvested, and subject to a substantial risk of forfeiture. Reported amounts include $83,917 of compensation and $11,688 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 $33,525 accrued to a nonqualified deferred compensation plan that is unfunded, unvested, and subject to a substantial risk of forfeiture. On our about July 1, 2023, nonqualified deferred compensation amounts that were previously reported as accrued but unpaid and unvested were paid out to Mr. Dykhuizen pursuant to his nonqualified deferred compensation plan. Total Officers' Compensation Per Statement 16 $816,563Plus Deferred Comp Distributed During FYE 11/30/23 $151,394Total Comp of Officers Per Payroll $967,957Reported amounts include $42,308 of compensation and $7,533 of benefits related to support services provided to The Norton Simon Foundation.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2Ms. Villasenor is also Vice President. Reported amounts include $37,088 of compensation and $4,742 of benefits related to support services provided to The Norton Simon Foundation.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3Dr. Phelps is also Vice President.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Part XIII, 3a(1) & 3a(2), col e
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Statement Re Form 990 PF, Part XIII, Lines 3a(1) and 3a(2), column (e)Due to limitations of the software used to prepare this return, incorrect totals are listed in column (e) for Lines 3a(1) and 3a(2) in Part XIV of this Form 990 PF. The software is not able to print correct totals for Lines 3a(1) and 3a(2) in column (e). The correct totals for these Lines 3a(1) and 3a(2) are listed below.Line 3a(1), column (e): $8,229,479,940Line 3a(2), column (e): $7,219,995,268
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4137164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt519535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72032945
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/PropertyDesc01456shs BlackRock MSCI ACWI Min Vol Ind Fd B LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Cohen & Steers Real Assets Fund I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc211999shs JPMorgan US Large Cap 130/30 Fund LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3219 shs Weatherlow Offshore Fund I Ltd Cl 1a LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4K-1 - BlackRock MSCI ACWI Min Vol Ind LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5K-1 - BlackRock MSCI ACWI Min Vol Ind ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6K-1 - BlackRock U.S. TIPS Fund B - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7K-1 - BlackRock U.S. TIPs Fund B - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8K-1 - JPMorgan US Large Cap 130/30 Fd LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9K-1 - JPMorgan US Large Cap 130/30 Fd ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0798618
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1843953
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0693286
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09382963
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0384397325
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0374321076
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0384397325
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptOperatingFoundationsInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/NotApplicableCd0N/A
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RulingLetterDt01987-07-15
IRS990PF/FMVAssetsEOYAmt02065162366
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0738528
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0704511
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt021402
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt027659
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt021402
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt021402
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03350
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01857
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01857
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0128481785
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0139246830
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0139246830
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesBOYAmt055920
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYAmt091676
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYFMVAmt091676
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt01249169
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt02255560
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt04405084
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt05113436
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01006391
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt01006391
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt032800000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0752113
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0708352
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0708352
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0374321076
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0384397325
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0158141018
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0158253501
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01806451120
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt085844366
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt085156253
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt085156253
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt069302
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0542316
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0583660
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0583660
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0204686
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0101216
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0101216
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0375059604
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0385171138
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02065162366
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0738528
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0773813
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0375059604
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0385171138
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0374321076
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0384397325
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0250776719
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0644543
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0217262121
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03761651
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt032870055
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012350753
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0247015068
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0250776719
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/CompensationAmt0109313
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt192407
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt276771
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt361667
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt459545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt032886
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt122005
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt232001
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt315228
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt430132
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Leslie Denk
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1John Griswold
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2Sandra Chen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3Emily Talbot
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4Jennifer Johnson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Dir of Ext Affairs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1Head of Conserv
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2Sen Accountant
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3Chief Curator
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4Sen Graphic Design
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/BusinessNameLine1Txt0Meriplex Solutions LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Wilshire Advisors LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2Latham & Watkins LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0137736
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt164032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2103838
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0IT services
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment consultant
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Legal services
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt010111 Richmond Avenue Ste 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt11299 Ocean Avenue Ste 700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2355 South Grand Avenue Ste 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Santa Monica
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd077042
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd190401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd290071
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0419583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1211542
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2185438
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt0124512
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt171190
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt223712
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Walter W Timoshuk
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Ronald H Dykhuizen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Stephanie Villasenor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Sara Campbell Abdo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Dr Johannes Czernin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Thomas L Pfister
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Dr Michael E Phelps
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Nancy Shelmon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Nina Shepherd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Trustee

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$385,171,138
Liabilities
$773,813
Net assets
$384,397,325
Revenue
$5,481,097
Expenses
$4,787,811
Net income
$693,286
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