Civic Intelligence

Weingart Foundation

990PF • Fiscal year 2018 • EIN 95-6054814

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

Organization Profile

View Organization Page

700 S Flower Street No 1900Los Angeles, CA 90017

(213) 688-7799

Siviq Scores

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

Liabilities / Assets

13th percentile

0.02x

Higher debt load relative to assets than 13% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

30th percentile

0.27x

Higher debt load relative to revenue than 30% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Net Margin

87th percentile

31%

Higher net margin than 87% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

65th percentile

$968,033

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2018 filings • $250M-$1B nonprofits • Source year 2018

Asset Growth

41st percentile

2.0%

Faster asset growth than 41% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

18%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$802,302,244

Up $15,841,761 (+2.0%) from 2017

Net Assets

Up

$785,518,598

Up $13,813,870 (+1.8%) from 2017

Liabilities

Up

$16,783,646

Up $2,027,891 (+14%) from 2017

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin87th percentile

Revenue

Up

$63,154,206

Up $9,729,026 (+18%) from 2017

Expenses

Up

$43,576,618

Up $536,967 (+1.2%) from 2017

Net Income

Up

$19,577,588

Up $9,192,059 (+89%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$1.0B$500M$0Assets 2011: $718,445,607Liabilities 2011: $10,279,6342011Assets 2012: $698,343,478Liabilities 2012: $14,859,6482012Assets 2013: $717,208,865Liabilities 2013: $12,529,1692013Assets 2014: $798,922,695Liabilities 2014: $13,574,8502014Assets 2015: $779,431,371Liabilities 2015: $12,914,451Net Assets 2015: $766,516,9202015Assets 2016: $738,759,707Liabilities 2016: $15,350,944Net Assets 2016: $723,408,7632016Assets 2017: $786,460,483Liabilities 2017: $14,755,755Net Assets 2017: $771,704,7282017Assets 2018: $802,302,244Liabilities 2018: $16,783,646Net Assets 2018: $785,518,5982018Assets 2019: $830,894,039Liabilities 2019: $38,404,332Net Assets 2019: $792,489,7072019Assets 2020: $797,348,075Liabilities 2020: $15,886,646Net Assets 2020: $781,461,4292020Assets 2021: $939,028,696Liabilities 2021: $15,397,614Net Assets 2021: $923,631,0822021Assets 2022: $813,214,375Liabilities 2022: $11,852,763Net Assets 2022: $801,361,6122022Assets 2023: $841,480,660Liabilities 2023: $24,661,8272023

Highlighted filing

2018

Assets$802,302,244
Liabilities$16,783,646
Net Assets$785,518,598
Open 2018 Filing

Operations Trend

Revenue Growth82nd percentile

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

$200M$150M$100M$50M$0-$50MRevenue 2011: $53,010,324Expenses 2011: $41,175,842Net Income 2011: $11,834,4822011Revenue 2012: $42,316,990Expenses 2012: $49,214,993Net Income 2012: -$6,898,0032012Revenue 2013: $85,326,437Expenses 2013: $42,356,738Net Income 2013: $42,969,6992013Revenue 2014: $59,508,576Expenses 2014: $44,897,232Net Income 2014: $14,611,3442014Revenue 2015: $40,988,755Expenses 2015: $46,643,230Net Income 2015: -$5,654,4752015Revenue 2016: $18,797,631Expenses 2016: $49,857,071Net Income 2016: -$31,059,4402016Revenue 2017: $53,425,180Expenses 2017: $43,039,651Net Income 2017: $10,385,5292017Revenue 2018: $63,154,206Expenses 2018: $43,576,618Net Income 2018: $19,577,5882018Revenue 2019: $153,440,527Expenses 2019: $49,558,165Net Income 2019: $103,882,3622019Revenue 2020: $38,312,718Expenses 2020: $35,387,864Net Income 2020: $2,924,8542020Revenue 2021: $30,569,267Expenses 2021: $55,943,931Net Income 2021: -$25,374,6642021Revenue 2022: $77,965,136Expenses 2022: $55,227,442Net Income 2022: $22,737,6942022Revenue 2023: $42,452,186Expenses 2023: $57,216,866Net Income 2023: -$14,764,6802023

Highlighted filing

2018

Revenue$63,154,206
Expenses$43,576,618
Net Income$19,577,588
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED ALIPresidentFT$851,519$116,514$968,033
TIM ORTEZVP TreasurerFT$284,486$93,137$377,623
BELEN VARGASVP ProgramsFT$263,278$89,240$352,518
JOANNA JACKSONGrant OperationsFT$166,900$64,912$231,812
MONICA C LOZANOChairmanPT$75,000-$75,000
MIRIAM MUSCAROLASDirectorPT$40,000-$40,000
STEVEN SOBOROFFDirector-$31,800-$31,800
AILEEN ADAMSDirector-$31,800-$31,800
WILLIAM C ALLENDirector-$31,800-$31,800
MIGUEL SANTANADirector-$31,800-$31,800
JOHN W MACKDirector-$31,800-$31,800
Filing and Contact Details

Filer

Filer Name
Weingart Foundation
EIN
95-6054814
Phone
2136887799
Address
700 S FLOWER STREET NO 1900, LOS ANGELES, CA 90017

Signing Officer

Name
Tim Ortez
Title
VP Treasurer
Phone
2136887799
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
10990 WILSHIRE BLVD 16TH FLOOR, LOS ANGELES, CA 90024-3929
Preparer
Lizbeth G Nevarez
Phone
3108731600
Raw XML AppendixShowing 400 of 6,067 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART II, LINE 7
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0NOTES RECEIVABLE-STUDENT LOAN PROGRAMDURING FISCAL YEAR 1987, THE FOUNDATION IMPLEMENTED ASTUDENT LOAN PROGRAM TO BE FUNDED OVER 13 YEARS FROM 1987THROUGH 1999, WHEREBY THE FOUNDATION AGREED TO MAKE NONINTERESTBEARING LOANS TO QUALIFYING COLLEGES, TO BE USEDFOR INTEREST-FREE STUDENT LOANS. IN ADDITION, THE FOUNDATIONPROVIDED GRANTS TO MATCH FUNDS RAISED FROM OUTSIDE SOURCESUP TO THE AMOUNT OF THE LOANS THROUGH 1991. THE FOUNDATIONENTERED INTO AGREEMENTS WITH 14 QUALIFYING COLLEGES. AS OFJUNE 30, 1999, HAS PROVIDED $53,275,446 TO THESE COLLEGES.THE FOUNDATION MADE ITS FINAL COMMITMENTS WITH RESPECT TOTHIS PROGRAM AS OF JUNE 30, 2006. THE INTERNAL REVENUESERVICE HAS ISSUED A DETERMINATION LETTER WHICH ALLOWS THEFOUNDATION TO TREAT THE LOANS TO THE COLLEGE AS GRANTS.AS FURTHER SUPPORT TO THE STUDENT LOAN PROGRAM, THEFOUNDATION COMMITTED TO MATCH WITH $1 OF CASH AND $2 OF LOANFORGIVENESS FOR EACH $3 SECURED BY THE PARTICIPATING SCHOOLSBETWEEN JANUARY 1, 1992 AND DECEMBER 31, 1996, UP TO AMAXIMUM OF $28,058,334, WHICH REPRESENTS THE TOTAL AMOUNT TOBE LOANED TO THE SCHOOLS OVER THE 14 YEAR PERIOD BEGINNINGIN 1987. THE SCHOOLS WERE ALLOWED TO MEET THE MATCH WITHFUNDS IRREVOCABLY COMMITTED TO THE FUND BUT UNCOLLECTED ASOF THE DEADLINE DATE.FOUR SCHOOLS HAVE PLEDGES FOR FUTURE GIFTS, WHICH WOULDREQUIRE THE FOUNDATION TO MATCH A TOTAL OF $1,583,805 AS THEGIFTS ARE MADE THROUGH DECEMBER 2016. THE FOUNDATION'SULTIMATE GRANT TOTAL FOR THIS PROGRAM WILL BE APPROXIMATELY$55,000,000.
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IRS990PF/AddressChangeInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt52189499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt62986515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt799210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8907042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91442574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11893297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121012664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt134684480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt146681716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15138678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16523784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17973497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1896241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt201075022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09238430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12692491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22731146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42189499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52986515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt699210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7907042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81442574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10893297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116784777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1229027562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1336451453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt143405559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt155229916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt162440844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1796241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18210315673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt197650000
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/HowAcquiredCd12P
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/PropertyDesc0BLACKROCK INDEX FUND B LENDABLE K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BGI EQUITY INDEX FUND B1 K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BGI US DEBT INDEX FUND B K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ABERDEEN K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CLARION LION PROPERTIES FUND, LP K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5WELLINGTON SMALL CAP K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MARATHON K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7FRANKLIN TEMPLETON PRIVATE REAL ESTATE K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8PORTFOLIO ADVISORS REAL ESTATE FUND VI, L.P. K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9BLACKROCK EAFE K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10BLACKROCK LT GOVT BOND K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11BLACKROCK MSCI K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ABERDEEN EMERGING MARKET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13BGI EAFE INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14EQUITY INDEX-FUND B LENDABLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15US DEBT INDEX FUND B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16WELLINGTON SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17EQUITY INDEX NON-LENDABLE FUND B1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18AEGON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN ON SALE OF SECURITIES PER BOOK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN ON SALE OF RENTAL PROPERTY - FBI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt038311212
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt019577588
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05763718
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0791282316
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0771704728
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0785518598
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt038918568
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt038918568
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt038918568
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt039934027
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01015459
IRS990PF/DistributableAmountGrp/TotalTaxAmt01015459
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0879590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01015459
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01015459
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01015459
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0135869
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0879590
IRS990PF/FMVAssetsEOYAmt0802302244
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0678148
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0544764
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01545
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt03797
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01545
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01545
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0250
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0295841930
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0289050296
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0289050296
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt08842190
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt012687183
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0552574
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0705438
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt07650000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0177473
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0152864
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0152864
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt012227359
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt07530482
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt07530482
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0380456641
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0424596883
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0424596883
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt05235417
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt03551699
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt01905769
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt01905769
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0100707
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0517345
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0517345
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01214007
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01676181
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01676181
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0786460483
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0802302244
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0802302244
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt014755755
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt016783646
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0786460483
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0802302244
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0771704728
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0785518598
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0771704728
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0785518598
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt088788319
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt078776148
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt078776148
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0810843178
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07183811
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0793900904
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012162648
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt09758463
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt039934027
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0798680530
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0810843178
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0103412
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1103412
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt294620
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt394620
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt499229
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt078623
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt175065
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt270950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt369759
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt465105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JOYCE YBARRA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1ROSA BENITEZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2SARA MONTROSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3TERRIE DOIZAKI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4VY NGUYEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0DIRECTOR, LEARNING &
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1SENIOR PROGRAM OFFIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4DIRECTOR, SPECIAL PR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01055 W7TH ST3200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt11055 W7TH ST3200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt21055 W7TH ST3200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt31055 W7TH ST3200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt41055 W7TH ST3200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4LOS ANGELES
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/ZIPCd090017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd190017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd290017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd390017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd490017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CLARION PARTNERS

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$802,302,244
Liabilities
$16,783,646
Net assets
$785,518,598
Revenue
$63,154,206
Expenses
$43,576,618
Net income
$19,577,588
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$841$24.7$42.5$57.2$14.8
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$813$11.9$801$78.0$55.2$22.7
2021Detailed filing. Detailed filing data is available for this year.$939$15.4$924$30.6$55.9$25.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$797$15.9$781$38.3$35.4$2.92
2019Detailed filing. Detailed filing data is available for this year.$831$38.4$792$153$49.6$104
2018Detailed filing. Detailed filing data is available for this year.$802$16.8$786$63.2$43.6$19.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$786$14.8$772$53.4$43.0$10.4
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$739$15.4$723$18.8$49.9$31.1
2015Detailed filing. Detailed filing data is available for this year.$779$12.9$767$41.0$46.6$5.65
2014Summary only. Only limited summary data is available for this year.$799$13.6$59.5$44.9$14.6
2013Summary only. Only limited summary data is available for this year.$717$12.5$85.3$42.4$43.0
2012Summary only. Only limited summary data is available for this year.$698$14.9$42.3$49.2$6.90
2011Summary only. Only limited summary data is available for this year.$718$10.3$53.0$41.2$11.8