Civic Intelligence

Patsy and Arnold Palmer Foundation

990PF • Fiscal year 2023 • EIN 95-6047648

Dec 01, 2022 to Nov 30, 2023 • Filed on Oct 11, 2024

Organization Profile
533 S Arden BlvdLos Angeles, CA 90020

(818) 788-5753

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$333

Down $1,014 (-75%) from 2022

Net Assets

Down

$333

Down $1,014 (-75%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Down

$27,800

Down $5,200 (-16%) from 2022

Expenses

Down

$28,815

Down $8,485 (-23%) from 2022

Net Income

Up

-$1,015

Up $3,285 (+76%) from 2022

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2011: $6,205Liabilities 2011: $02011Assets 2012: $12,959Liabilities 2012: $02012Assets 2013: $4,185Liabilities 2013: $02013Assets 2014: $972Liabilities 2014: $02014Assets 2015: $16,958Liabilities 2015: $02015Assets 2016: $5,125Liabilities 2016: $0Net Assets 2016: $5,1252016Assets 2017: $2,935Liabilities 2017: $0Net Assets 2017: $2,9352017Assets 2018: $1,307Liabilities 2018: $0Net Assets 2018: $1,3072018Assets 2019: $13,207Liabilities 2019: $0Net Assets 2019: $13,2072019Assets 2020: $1,932Liabilities 2020: $0Net Assets 2020: $1,9322020Assets 2021: $5,647Liabilities 2021: $0Net Assets 2021: $5,6472021Assets 2022: $1,347Liabilities 2022: $0Net Assets 2022: $1,3472022Assets 2023: $333Liabilities 2023: $0Net Assets 2023: $3332023Assets 2024: $13Liabilities 2024: $0Net Assets 2024: $132024

Highlighted filing

2023

Assets$333
Liabilities$0
Net Assets$333
Open 2023 Filing

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $75,000Expenses 2011: $77,014Net Income 2011: -$2,0142011Revenue 2012: $75,000Expenses 2012: $68,246Net Income 2012: $6,7542012Revenue 2013: $75,000Expenses 2013: $83,774Net Income 2013: -$8,7742013Revenue 2014: $78,000Expenses 2014: $81,213Net Income 2014: -$3,2132014Revenue 2015: $75,000Expenses 2015: $59,014Net Income 2015: $15,9862015Revenue 2016: $45,000Expenses 2016: $56,833Net Income 2016: -$11,8332016Revenue 2017: $60,000Expenses 2017: $62,190Net Income 2017: -$2,1902017Revenue 2018: $55,585Expenses 2018: $57,213Net Income 2018: -$1,6282018Revenue 2019: $33,185Expenses 2019: $21,285Net Income 2019: $11,9002019Revenue 2020: $17,000Expenses 2020: $28,275Net Income 2020: -$11,2752020Revenue 2021: $35,000Expenses 2021: $31,285Net Income 2021: $3,7152021Revenue 2022: $33,000Expenses 2022: $37,300Net Income 2022: -$4,3002022Revenue 2023: $27,800Expenses 2023: $28,815Net Income 2023: -$1,0152023Revenue 2024: $30,005Expenses 2024: $30,325Net Income 2024: -$3202024

Highlighted filing

2023

Revenue$27,800
Expenses$28,815
Net Income-$1,015
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Oct 11, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATSY PALMERPresident-$0--
Filing and Contact Details

Filer

Filer Name
Patsy and Arnold Palmer Foundation
EIN
95-6047648
Address
533 S ARDEN BLVD, LOS ANGELES, CA 90020

Signing Officer

Name
Patsy Palmer
Title
President
Signed
2024-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Steven J Knox CPA
Address
4841 Swinton Ave, Encino, CA 91436
Preparer
Steven J Knox
Phone
8187885753
Raw XML Appendix192 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/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0625
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01373
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01373
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt068
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01352
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01373
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0533 S ARDEN BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ENCINO
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091436
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STEVEN J KNOX CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08187885753
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DIRECT CONTRIBUTIONS TO VARIOUS ORGANIZED CHARITIES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030846
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt027858
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020517
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt056527
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt056527
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0144915
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028747
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt036947
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030846
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt027858
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020517
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028815
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0201442
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0172695
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0FELIX AND HELEN JUDA FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1PATSY PALMER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt020201 SW BIRCH STREET 205
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1533 S ARDEN BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEWPORT BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1LOS ANGELES
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt117800
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0SECRETARY OF STATE FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATSY PALMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATSY AND ARNOLD PALMER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATS
ReturnHeader/Filer/EIN0956047648
ReturnHeader/Filer/USAddress/AddressLine1Txt0533 S ARDEN BLVD
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090020
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steven J Knox CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04841 Swinton Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Encino
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091436
ReturnHeader/PreparerPersonGrp/PhoneNum08187885753
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN J KNOX
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-11T16:12:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$333
Liabilities
$0
Net assets
$333
Revenue
$27,800
Expenses
$28,815
Net income
-$1,015
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$30.0$30.3$0.32
2023Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$27.8$28.8$1.02
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$33.0$37.3$4.30
2021Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$35.0$31.3$3.72
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$17.0$28.3$11.3
2019Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$33.2$21.3$11.9
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$55.6$57.2$1.63
2017Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$60.0$62.2$2.19
2016Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$45.0$56.8$11.8
2015Summary only. Only limited summary data is available for this year.$17.0$0.00$75.0$59.0$16.0
2014Summary only. Only limited summary data is available for this year.$0.97$0.00$78.0$81.2$3.21
2013Summary only. Only limited summary data is available for this year.$4.19$0.00$75.0$83.8$8.77
2012Summary only. Only limited summary data is available for this year.$13.0$0.00$75.0$68.2$6.75
2011Summary only. Only limited summary data is available for this year.$6.21$0.00$75.0$77.0$2.01