Civic Intelligence

Pacific Western Foundation

990PF • Fiscal year 2019 • EIN 95-6097360

Dec 01, 2018 to Nov 30, 2019 • Filed on Oct 13, 2020

P O Box 3350South Pasadena, CA 91031

(626) 441-0330

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

11th percentile

-44%

Higher net margin than 11% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

26th percentile

-2.9%

Faster asset growth than 26% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

32%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$2,002,808

Down $59,555 (-2.9%) from 2018

Net Assets

Down

$2,002,808

Down $59,555 (-2.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$133,944

Up $32,720 (+32%) from 2018

Expenses

Up

$193,499

Up $21,376 (+12%) from 2018

Net Income

Up

-$59,555

Up $11,344 (+16%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,144,148Liabilities 2011: $02011Assets 2012: $2,181,057Liabilities 2012: $02012Assets 2013: $2,091,614Liabilities 2013: $02013Assets 2014: $2,135,308Liabilities 2014: $02014Assets 2015: $2,103,403Liabilities 2015: $0Net Assets 2015: $2,103,4032015Assets 2016: $2,101,190Liabilities 2016: $0Net Assets 2016: $2,101,1902016Assets 2017: $2,133,262Liabilities 2017: $0Net Assets 2017: $2,133,2622017Assets 2018: $2,062,363Liabilities 2018: $0Net Assets 2018: $2,062,3632018Assets 2019: $2,002,808Liabilities 2019: $0Net Assets 2019: $2,002,8082019Assets 2020: $2,523,762Liabilities 2020: $0Net Assets 2020: $2,523,7622020Assets 2021: $2,226,105Liabilities 2021: $0Net Assets 2021: $2,226,1052021Assets 2022: $2,227,078Liabilities 2022: $0Net Assets 2022: $2,227,0782022Assets 2023: $2,201,233Liabilities 2023: $0Net Assets 2023: $2,201,2332023Assets 2024: $2,420,575Liabilities 2024: $0Net Assets 2024: $2,420,5752024

Highlighted filing

2019

Assets$2,002,808
Liabilities$0
Net Assets$2,002,808

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $87,121Expenses 2011: $215,576Net Income 2011: -$128,4552011Revenue 2012: $243,008Expenses 2012: $206,099Net Income 2012: $36,9092012Revenue 2013: $151,703Expenses 2013: $241,146Net Income 2013: -$89,4432013Revenue 2014: $280,789Expenses 2014: $237,095Net Income 2014: $43,6942014Revenue 2015: $206,609Expenses 2015: $238,514Net Income 2015: -$31,9052015Revenue 2016: $178,604Expenses 2016: $180,817Net Income 2016: -$2,2132016Revenue 2017: $9,529Expenses 2017: $95,574Net Income 2017: -$86,0452017Revenue 2018: $101,224Expenses 2018: $172,123Net Income 2018: -$70,8992018Revenue 2019: $133,944Expenses 2019: $193,499Net Income 2019: -$59,5552019Revenue 2020: $13,802Expenses 2020: $137,873Net Income 2020: -$124,0712020Revenue 2021: $183,009Expenses 2021: $137,498Net Income 2021: $45,5112021Revenue 2022: $155,132Expenses 2022: $152,900Net Income 2022: $2,2322022Revenue 2023: $112,596Expenses 2023: $117,653Net Income 2023: -$5,0572023Revenue 2024: $359,878Expenses 2024: $147,896Net Income 2024: $211,9822024

Highlighted filing

2019

Revenue$133,944
Expenses$193,499
Net Income-$59,555
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Oct 13, 2020
Return Version
2018v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
C FORREST BANNANPresident-$0--
PETER MOOREVice President-$0--
PATRICK NALLYTreasurer-$0--
JOHN CRUDENSecretary-$0--
TERESA B NALLYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSANTA CLARA UNIVERSITYFOR EDUCATIONPCSANTA CLARA, CA, US$28,000
Paid GrantDOLORES MISSION SCHOOLFOR EDUCATIONPCLOS ANGELES, CA, US$9,500
Paid GrantHOLY FAMILY CATHOLIC CHURCHPROVIDE SPIRITUAL AND FAITH SERVICES TO THE SURRONDING COMMUNITYPCSOUTH PASADENA, CA, US$9,000
Paid GrantMOUNT ST MARY'S COLLEGEFOR EDUCATIONPCLOS ANGELES, CA, US$8,000
Paid GrantVATICAN OBSERVATORYENGAGE IN ASTRONOMICAL RESEARCH AND EDUCATIONPCTUCZON, AZ, US$6,000
Paid GrantCA PROVINCE OF THE SOCIETY OF JESUSPROVIDE SERVICES OF FAITH TO THE COMMUNITY THROUGH EDUCATION, RETREATS AND MINISTRIESPCLOS GATOS, CA, US$5,000
Paid GrantSANTA TERESITA HOSPITALPROVIDE SENIORS WITH PROFESSIONAL NURSING, REHABILITATIVE AND CARE-GIVING SUPPORTPCDUARTE, CA, US$5,000
Paid GrantST JOHN'S SEMINARYFOR SPIRITUAL EDUCATIONPCCAMARILLO, CA, US$5,000
Paid GrantLITTLE SISTERS OF THE POOR (SF)PROVIDE ELDERLY CARE TO THE NEEDY TO ASSURE PHYSICAL, MATERIAL, EMOTIONAL, SOCIAL AND SPIRITUAL SUPPORTPCSAN FRANCISCO, CA, US$4,000
Paid GrantLITTLE SISTERS OF THE POOR (SP)PROVIDE ELDERLY CARE TO THE NEEDY TO ASSURE PHYSICAL, MATERIAL, EMOTIONAL, SOCIAL AND SPIRITUAL SUPPORTPCLOS ANGELES, CA, US$4,000
Paid GrantLOYOLA HIGH SCHOOLFOR EDUCATIONPCLOS ANGELES, CA, US$4,000
Paid GrantJESUIT CHARITIESPROVIDE SERVICES TO ATTEND TO THE EDUCATIONAL, SPIRITUAL, PHYSICAL AND EMOTIONAL NEEDS OF THE SURROUNDING COMMUNITYPCGLENDALE, CA, US$3,000
Paid GrantSAN GABRIEL PASTORAL REGIONPROVIDE SPIRITUAL AND FAITH SERVICES AND CARE TO THE SURROUNDING COMMUNITYPCIRWINDALE, CA, US$2,500
Paid GrantCRISTO REY JESUIT HIGH SCHOOLFOR EDUCATIONPCSAN JOSE, CA, US$2,000
Paid GrantDOMINICAN COLLEGEFOR EDUCATIONPCSAN RAFAEL, CA, US$2,000
Paid GrantFRIENDS OF ST PATRICK OF HAWAIIPROVIDE EDUCATIONAL SCHOLARSHIPS TO HAWAIIAN HIGH SCHOOL STUDENTSPCHONOLULU, HI, US$2,000
Paid GrantMARYCREST MANORPROVIDE SKILLED NURSING AND REHABILITATIVE CARE FOR THE ELDERLY MEMBERS OF FAMILYPCCULVER CITY, CA, US$2,000
Paid GrantMISSION DOLORES ACADEMYFOR EDUCATIONPCSAN FRANCISCO, CA, US$2,000
Paid GrantSISTERS SERVANT OF MARY MINISTERS OF THE SICKPROVIDE HEALTH CARE AND SPIRITUAL SERVICES TO THE SURROUNDING COMMNUNITYPCLOS ANGELES, CA, US$2,000
Paid GrantUNIVERSITY OF SAN FRANCISCOFOR EDUCATIONPCSAN FRANCISCO, CA, US$2,000
Paid GrantVERBUM DEI HIGH SCHOOLFOR EDUCATIONPCLOS ANGELES, CA, US$2,000
Paid GrantCLOISTERED CARMELITES - CARMEL OF ST TERESEPROVIDE SPIRITUAL AND FAITH SERVICES TO THE COMMUNITYPCALHAMBRA, CA, US$1,800
Paid GrantTHE ASSISTANCE LEAGUE OF SAN MATEOPROVIDE SERVICES TO MEET THE CHALLENGES POSED BY A DIVERSE ARRAY OF INDIVIDUAL & COMMUNITY NEEDSPCSAN MATEO, CA, US$1,500
Paid GrantBELLARMINE COLLEGE PREPARATORYFOR EDUCATION AND TUITION ASSISTANCEPCSAN JOSE, CA, US$1,000
Paid GrantLOYOLA MARYMOUNT UNIVERSITYFOR EDUCATIONPCLOS ANGELES, CA, US$1,000
Paid GrantNAZARETH HOUSEPROVIDE CARE TO SENIORS IN THE CITH OF LOS ANGELESPCLOS ANGELES, CA, US$1,000
Paid GrantST ELIZABETH CATHOLIC CHURCHPROVIDE SPIRITUAL AND FAITH SERVICES AND CARE TO THE SURROUNDING COMMUNITYPCGUERNVILLE, CA, US$1,000
Paid GrantST JOHN OF GOD RETIREMENT & CARE CENTERPROVIDE FINANCIAL SUPPORT TO THE HOSPITALITY CENTERS OPERATED UNDER THE HEALTHCARE MINISTRYPCLOS ANGELES, CA, US$1,000
Paid GrantKAYNE ANDERSON MLP FUND LPCONTRIBUTIONS MADE BY INVESTMENT COMPANYPCLOS ANGELES, CA, US$27
Filing and Contact Details

Filer

Filer Name
Pacific Western Foundation
EIN
95-6097360
Phone
6264410330
Address
P O BOX 3350, SOUTH PASADENA, CA 91031

Signing Officer

Name
C Forrest Bannan
Title
President
Phone
6264410330
Signed
2020-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Harabedian Hall & Co
Address
3550 WILSHIRE BLVD SUITE 840, LOS ANGELES, CA 90010
Preparer
Robert a Harabedian
Phone
2133807130
Raw XML AppendixShowing 400 of 739 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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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0469
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0469
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0469
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01616
IRS990PF/FMVAssetsEOYAmt02996665
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02062363
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02062363
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt054534
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt047917
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt047917
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0142773
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0268983
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0271679
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0701818
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0644023
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0899550
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01099237
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01041885
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01777519
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-59555
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02062363
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02002808
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02996665
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02062363
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02002808
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02062363
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02002808
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt064001
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01195382
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0100756
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01094626
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt017931
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt058873
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01177451
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01195382
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0C FORREST BANNAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PETER MOORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PATRICK NALLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOHN CRUDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4TERESA B NALLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0444 SOUTH FLOWER ST STE 2400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1734 SOUTH OAKLAND AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2464 BELLEFONTAINE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt35741 IMPALA TRAIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41265 SOUTH GRAND AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SANTA MARIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090071
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd393455
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd491106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt070081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt070550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0111574
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt045092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0135066
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0153414
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0168866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.059519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.096015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.037318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.057770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.056486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01177451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01162049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01208310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02700989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02655598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02989522
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0120592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.297595
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0120123
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0120592
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0469
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0120592
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0C FORREST BANNAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 3350
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOUTH PASADENA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091031
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06264410330
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PACIFIC WESTERN FOUNDATION MAKES GRANTS TO QUALIFIED ORGANIZATIONS. THE FOUNDATION DOES NOT CONDUCT SEPARATE CHARITABLE ACTIVITIES. SEE PART XV FOR THE LIST OF CURRENT YEAR CONTRIBUTIONS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHOULD INDICATE AMOUNT REQUESTED AND WHY NEEDED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0C FORREST BANNAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06264410330
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 3350
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SOUTH PASADENA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd091031
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt49500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt79000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt83000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt95000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt104000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt114000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt124000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt131000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt142000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt152000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt168000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt171000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt182500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1928000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt205000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt212000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt221000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt231000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt245000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt252000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt266000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt272000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2827
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE SERVICES TO MEET THE CHALLENGES POSED BY A DIVERSE ARRAY OF INDIVIDUAL & COMMUNITY NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR EDUCATION AND TUITION ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROVIDE SPIRITUAL AND FAITH SERVICES TO THE COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FOR EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FOR EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FOR EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6PROVIDE EDUCATIONAL SCHOLARSHIPS TO HAWAIIAN HIGH SCHOOL STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7PROVIDE SPIRITUAL AND FAITH SERVICES TO THE SURRONDING COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8PROVIDE SERVICES TO ATTEND TO THE EDUCATIONAL, SPIRITUAL, PHYSICAL AND EMOTIONAL NEEDS OF THE SURROUNDING COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9PROVIDE SERVICES OF FAITH TO THE COMMUNITY THROUGH EDUCATION, RETREATS AND MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10PROVIDE ELDERLY CARE TO THE NEEDY TO ASSURE PHYSICAL, MATERIAL, EMOTIONAL, SOCIAL AND SPIRITUAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11PROVIDE ELDERLY CARE TO THE NEEDY TO ASSURE PHYSICAL, MATERIAL, EMOTIONAL, SOCIAL AND SPIRITUAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12FOR EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13FOR EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14PROVIDE SKILLED NURSING AND REHABILITATIVE CARE FOR THE ELDERLY MEMBERS OF FAMILY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15FOR EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16FOR EDUCATION

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.36$0.15$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.11$0.12$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.16$0.15$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.18$0.14$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$0.01$0.14$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.13$0.19$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.10$0.17$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.01$0.10$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.18$0.18$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.00$2.10$0.21$0.24$0.03
2014Summary only. Only limited summary data is available for this year.$2.14$0.00$0.28$0.24$0.04
2013Summary only. Only limited summary data is available for this year.$2.09$0.00$0.15$0.24$0.09
2012Summary only. Only limited summary data is available for this year.$2.18$0.00$0.24$0.21$0.04
2011Summary only. Only limited summary data is available for this year.$2.14$0.00$0.09$0.22$0.13