Civic Intelligence

Dan Murphy Foundation

990PF • Fiscal year 2015 • EIN 95-6046963

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 06, 2016

Organization Profile

View Organization Page

800 West Sixth StreetLos Angeles, CA 90017

(213) 623-3120

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

17th percentile

0.07x

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

2015 filings • $100M-$250M nonprofits • Source year 2015

Net Margin

79th percentile

21%

Higher net margin than 79% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

25th percentile

$210,866

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2015 filings • $100M-$250M nonprofits • Source year 2015

Asset Growth

18th percentile

-4.1%

Faster asset growth than 18% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

83rd percentile

19%

Faster revenue growth than 83% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$206,139,299

Down $8,847,623 (-4.1%) from 2014

Net Assets

Down

$205,006,831

Down $9,754,475 (-4.5%) from 2014

Liabilities

Up

$1,132,468

Up $906,852 (+402%) from 2014

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin79th percentile

Revenue

Up

$16,489,309

Up $2,581,098 (+19%) from 2014

Expenses

Up

$12,982,100

Up $279,671 (+2.2%) from 2014

Net Income

Up

$3,507,209

Up $2,301,427 (+191%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$400M$300M$200M$100M$0Assets 2011: $202,372,799Liabilities 2011: $127,4012011Assets 2012: $207,178,313Liabilities 2012: $136,7472012Assets 2013: $222,962,088Liabilities 2013: $253,743Net Assets 2013: $222,708,3452013Assets 2014: $214,986,922Liabilities 2014: $225,616Net Assets 2014: $214,761,3062014Assets 2015: $206,139,299Liabilities 2015: $1,132,468Net Assets 2015: $205,006,8312015Assets 2017: $249,813,740Liabilities 2017: $223,798Net Assets 2017: $249,589,9422017Assets 2018: $226,188,443Liabilities 2018: $32,845,868Net Assets 2018: $193,342,5752018Assets 2019: $249,782,356Liabilities 2019: $26,008,902Net Assets 2019: $223,773,4542019Assets 2020: $280,929,861Liabilities 2020: $19,660,735Net Assets 2020: $261,269,1262020Assets 2021: $316,812,992Liabilities 2021: $13,374,0582021Assets 2022: $262,276,699Liabilities 2022: $6,025,771Net Assets 2022: $256,250,9282022Assets 2023: $276,334,673Liabilities 2023: $1,450,9912023Assets 2024: $285,821,155Liabilities 2024: $1,206,759Net Assets 2024: $284,614,3962024

Highlighted filing

2015

Assets$206,139,299
Liabilities$1,132,468
Net Assets$205,006,831
Open 2015 Filing

Operations Trend

Revenue Growth83rd percentile

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

$50M$0-$50MRevenue 2011: $13,138,319Expenses 2011: $10,137,854Net Income 2011: $3,000,4652011Revenue 2012: $9,685,205Expenses 2012: $12,786,058Net Income 2012: -$3,100,8532012Revenue 2013: $21,137,159Expenses 2013: $12,569,243Net Income 2013: $8,567,9162013Revenue 2014: $13,908,211Expenses 2014: $12,702,429Net Income 2014: $1,205,7822014Revenue 2015: $16,489,309Expenses 2015: $12,982,100Net Income 2015: $3,507,2092015Revenue 2017: $9,674,887Expenses 2017: $10,533,942Net Income 2017: -$859,0552017Revenue 2018: $1,677,559Expenses 2018: $46,395,996Net Income 2018: -$44,718,4372018Revenue 2019: $12,175,695Expenses 2019: $5,399,986Net Income 2019: $6,775,7092019Revenue 2020: $6,267,391Expenses 2020: $5,098,785Net Income 2020: $1,168,6062020Revenue 2021: $36,214,309Expenses 2021: $9,711,077Net Income 2021: $26,503,2322021Revenue 2022: $899,567Expenses 2022: $5,398,229Net Income 2022: -$4,498,6622022Revenue 2023: $21,165,801Expenses 2023: $10,540,407Net Income 2023: $10,625,3942023Revenue 2024: $23,029,873Expenses 2024: $14,031,897Net Income 2024: $8,997,9762024

Highlighted filing

2015

Revenue$16,489,309
Expenses$12,982,100
Net Income$3,507,209
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 6, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD A GRANT JRPresidentFT$179,375$31,491$210,866
DEBRA KAY DUNCANExecutive DirectorFT$140,938$61,018$201,956
EDWARD A LANDRYVice PresidentPT$0--
JEREMIAH T MURPHYSecretaryPT$0--
JULIA D SCHWARTZDirectorPT$0--
FREDERICK J RUOPPDirectorPT$0--
JON L REWINSKIDirectorPT$0--
JOE SANDERSDirectorPT$0--
NORA URREADirectorPT$0--
DAVID FUHRMANDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Dan Murphy Foundation
EIN
95-6046963
Phone
2136233120
Address
800 WEST SIXTH STREET, LOS ANGELES, CA 90017

Signing Officer

Name
Richard a Grant Jr
Title
President
Signed
2016-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Pamela R Ross CPA
Address
22739 Federalist Road, Calabasas, CA 91302-4809
Preparer
Pamela R Ross
Phone
8182228581
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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/CostOrOtherBasisAmt53000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt67874909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt72281470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt84019118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt92986486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10204343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-72778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-5135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2102223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3482450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4635831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-246873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61954740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7418530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-218268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt913514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-72778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-5135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2102223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3482450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4635831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-246873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61954740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7418530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-218268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt913514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02927222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12798399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23092580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt39262969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt411026448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52753127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt69829649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72700000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83800850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt93000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10203589
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/PropertyDesc0DISCOVERY GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DOUBLELINE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3EMERGING MKT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4HS GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5JANA NIRVANA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6S&P 500 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7BOSTON TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8GOLD EFT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9STANDARD GARS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SELECTINVEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03063480
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03507209
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt013261684
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0218268515
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0214761306
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0205006831
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt010163711
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt010163711
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt010163711
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt010211523
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt047812
IRS990PF/DistributableAmountGrp/TotalTaxAmt047812
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0158287
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0206099
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt047812
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0158287
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt047812
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt047812
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0206099
IRS990PF/FMVAssetsEOYAmt0182068129
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0200616
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0132468
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0205534
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0185715
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0185715
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt099891340
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt090548000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt090548000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt025000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt072744
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0129034
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt079809
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt056290
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt056290
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt02706660
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01029902
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt024101072
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt029902
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt088207298
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt075326823
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt075326823
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0110726
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0194483
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0194483
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt012556626
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05430557
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05430557
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt011800000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0214986922
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0206139299
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0182068129
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0225616
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01132468
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0214986922
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0206139299
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0214761306
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0205006831
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0214761306
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0193206831
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt010199027
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt010296359
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt010296359
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0207340562
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09321562
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0197989098
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03110108
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt029902
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010211523
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0204230454
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0207340562
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt087125
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt027955
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0HEIDI TALBOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0GRANTS ADMIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0800 W SIXTH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd090016
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CAMBRIDGE ASSOCIATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0416393
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt157600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt293132
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0PAMELA R ROSS CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm1HS MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1ACCOUNTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02730 SAND HILL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt122739 FEDERALIST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2640 5TH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MENLO PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1CALABASAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd191302

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$206,139,299
Liabilities
$1,132,468
Net assets
$205,006,831
Revenue
$16,489,309
Expenses
$12,982,100
Net income
$3,507,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$286$1.21$285$23.0$14.0$9.00
2023Summary only. Only limited summary data is available for this year.$276$1.45$21.2$10.5$10.6
2022Detailed filing. Detailed filing data is available for this year.$262$6.03$256$0.90$5.40$4.50
2021Summary only. Only limited summary data is available for this year.$317$13.4$36.2$9.71$26.5
2020Detailed filing. Detailed filing data is available for this year.$281$19.7$261$6.27$5.10$1.17
2019Detailed filing. Detailed filing data is available for this year.$250$26.0$224$12.2$5.40$6.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$226$32.8$193$1.68$46.4$44.7
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$250$0.22$250$9.67$10.5$0.86
2015Detailed filing. Detailed filing data is available for this year.$206$1.13$205$16.5$13.0$3.51
2014Detailed filing. Detailed filing data is available for this year.$215$0.23$215$13.9$12.7$1.21
2013Detailed filing. Detailed filing data is available for this year.$223$0.25$223$21.1$12.6$8.57
2012Summary only. Only limited summary data is available for this year.$207$0.14$9.69$12.8$3.10
2011Summary only. Only limited summary data is available for this year.$202$0.13$13.1$10.1$3.00