Civic Intelligence

Battistone Foundation

990PF • Fiscal year 2024 • EIN 95-6225967

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 03, 2025

Organization Profile
PO Box 3858Santa Barbara, CA 93130

(805) 965-2250

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.06x

Higher debt load relative to revenue than 36% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

47th percentile

4.2%

Higher net margin than 47% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

81st percentile

$300,263

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

37th percentile

1.1%

Faster asset growth than 37% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

3.0%

Faster revenue growth than 37% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$11,892,816

Up $126,912 (+1.1%) from 2023

Net Assets

$11,721,204

No earlier filing loaded for comparison.

Liabilities

Up

$171,612

Up $12,882 (+8.1%) from 2023

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin47th percentile

Revenue

Up

$2,686,503

Up $79,292 (+3.0%) from 2023

Expenses

Up

$2,572,473

Up $192,112 (+8.1%) from 2023

Net Income

Down

$114,030

Down $112,820 (-50%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$15M$10M$5.0M$0Assets 2011: $11,311,869Liabilities 2011: $10,3682011Assets 2012: $11,093,295Liabilities 2012: $4,8872012Assets 2013: $11,054,087Liabilities 2013: $15,7042013Assets 2014: $11,099,711Liabilities 2014: $9,451Net Assets 2014: $11,090,2602014Assets 2015: $10,604,600Liabilities 2015: $6,575Net Assets 2015: $10,598,0252015Assets 2016: $10,382,300Liabilities 2016: $1,123Net Assets 2016: $10,381,1772016Assets 2018: $10,612,272Liabilities 2018: $116,847Net Assets 2018: $10,495,4252018Assets 2019: $10,706,122Liabilities 2019: $130,170Net Assets 2019: $10,575,9522019Assets 2020: $10,849,625Liabilities 2020: $132,315Net Assets 2020: $10,717,3102020Assets 2021: $11,186,592Liabilities 2021: $135,329Net Assets 2021: $11,051,2632021Assets 2022: $11,527,316Liabilities 2022: $146,992Net Assets 2022: $11,380,3242022Assets 2023: $11,765,904Liabilities 2023: $158,7302023Assets 2024: $11,892,816Liabilities 2024: $171,612Net Assets 2024: $11,721,2042024

Highlighted filing

2024

Assets$11,892,816
Liabilities$171,612
Net Assets$11,721,204
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,566,737Expenses 2011: $1,668,807Net Income 2011: -$102,0702011Revenue 2012: $1,457,030Expenses 2012: $1,670,123Net Income 2012: -$213,0932012Revenue 2013: $1,620,661Expenses 2013: $1,670,686Net Income 2013: -$50,0252013Revenue 2014: $1,934,333Expenses 2014: $1,882,456Net Income 2014: $51,8772014Revenue 2015: $1,622,096Expenses 2015: $2,114,331Net Income 2015: -$492,2352015Revenue 2016: $1,693,089Expenses 2016: $1,909,937Net Income 2016: -$216,8482016Revenue 2018: $2,020,152Expenses 2018: $1,827,916Net Income 2018: $192,2362018Revenue 2019: $2,035,371Expenses 2019: $1,954,844Net Income 2019: $80,5272019Revenue 2020: $2,068,621Expenses 2020: $1,927,263Net Income 2020: $141,3582020Revenue 2021: $2,293,183Expenses 2021: $1,959,230Net Income 2021: $333,9532021Revenue 2022: $2,513,686Expenses 2022: $2,184,625Net Income 2022: $329,0612022Revenue 2023: $2,607,211Expenses 2023: $2,380,361Net Income 2023: $226,8502023Revenue 2024: $2,686,503Expenses 2024: $2,572,473Net Income 2024: $114,0302024

Highlighted filing

2024

Revenue$2,686,503
Expenses$2,572,473
Net Income$114,030
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CINDY HILLChief Executive OfficerFT$165,389$134,874$300,263
J ROGER BATTISTONETrustee/Retired CEOPT$36,000-$36,000
DONA KIRBYTrusteePT$36,000-$36,000
CHAD STEVENSTrusteePT$36,000-$36,000
DANN BATTISTONETrusteePT$36,000-$36,000
Filing and Contact Details

Filer

Filer Name
Battistone Foundation
EIN
95-6225967
Phone
8059652250
Address
PO BOX 3858, SANTA BARBARA, CA 93130

Signing Officer

Name
Cindy Battistone Hill
Title
Chief Executive Officer
Phone
8059652250
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Hutchinson & Bloodgood Llp
Address
200 EAST CARRILLO STREET SUITE 303, SANTA BARBARA, CA 93101
Preparer
Catherine Macaulay
Phone
8059631837
Raw XML AppendixShowing 400 of 815 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/MediumExplanationTxt0THE FOUNDATION UTILTIZES THE SERVICES OF CINDY HILL AS RESIDENT MANAGER; MRS. HILL IS THE CHIEF EXECUTIVE OFFICER AND TRUSTEE OF THE FOUNDATION. AS A CONDITION OF MRS. HILL'S EMPLOYMENT AS RESIDENT MANAGER, SHE IS REQUIRED TO RESIDE IN THE RESIDENT MANAGER'S RESIDENCE IN ORDER TO PROVIDE INCREASED SERVICES AND SECURITY FOR THE PROPERTIES AND THE FOUNDATION. AS RESIDENT MANAGER, MRS. HILL OCCUPIES THE RESIDENCE RENT-FREE. THE FMV OF THE RENTAL VALUE FOR THE RESIDENCE IS REPORTED AS COMPENSATION TO MRS. HILL.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1NAME OF ENTITY OWNERSHIP %BATTISTONE ADMINISTRATION, LLC 100%1324 DE LA VINA STSANTA BARBARA, CA 93101EIN 81-5033858THE EDGERLY SANTA BARBARA, LLC 100%1324 DE LA VINA STSANTA BARBARA, CA 93101EIN 81-5058451THE PALM TREE SANTA BARBARA, LLC 100%1324 DE LA VINA STSANTA BARBARA, CA 93101EIN 81-5048002
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt013646
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt013646
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt051033
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0505
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01773
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt057149
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt02551632
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt02271586
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0177257
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0122564
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02572473
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0365232
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02686503
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt02271586
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0177257
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0122564
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02572473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01351580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0141207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-6336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0141207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-6336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01492787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1COST BASIS ADJUSTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0134871
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0114030
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011721204
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011607174
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011721204
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01457
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt053
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04883
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03373
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01457
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03373
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03373
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04883
IRS990PF/FMVAssetsEOYAmt042394199
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0498537
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0563244
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0563244
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03507235
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03609617
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04847498
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt09282561
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt015328638
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt06217976
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt06046077
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt035310000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt093351
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0239485
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0239485
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0919348
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01081334
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01084638
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0158730
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0171612
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt011607174
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt011721204
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0257899
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt081621
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt081621
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011765904
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011892816
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt042394199
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0158730
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0171612
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011765904
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011892816
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011607174
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011721204
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0271558
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0271438
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0267713
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06816159
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0722629
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05035303
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0102242
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01058227
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0335696
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06713917
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06816159
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt091296
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt170311
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt258004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt011564
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt112087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt215465
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0CARLOS GUERRERO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1ANTHONY LENZI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2ROBERT KELLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0MAINTENANCE AND RENO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PAINTER AND MAINTENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2GENERAL MAINTENANCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01324 DE LA VINA STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt11324 DE LA VINA STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt21324 DE LA VINA STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd093101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd193101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd293101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MULLEN & HENZELL LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1ONE CAPITAL MANAGEMENT LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0189588
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt170992
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0LEGAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0112 E VICTORIA ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt13075 TOWNSGATE RD STE 350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1WESTLAKE VILLAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd093101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd191361
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0165389
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt136000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt236000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt336000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt436000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt032499
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,892,816
Liabilities
$171,612
Net assets
$11,721,204
Revenue
$2,686,503
Expenses
$2,572,473
Net income
$114,030
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$0.17$11.7$2.69$2.57$0.11
2023Summary only. Only limited summary data is available for this year.$11.8$0.16$2.61$2.38$0.23
2022Detailed filing. Detailed filing data is available for this year.$11.5$0.15$11.4$2.51$2.18$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.14$11.1$2.29$1.96$0.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.13$10.7$2.07$1.93$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.13$10.6$2.04$1.95$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.12$10.5$2.02$1.83$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.00$10.4$1.69$1.91$0.22
2015Detailed filing. Detailed filing data is available for this year.$10.6$0.01$10.6$1.62$2.11$0.49
2014Detailed filing. Detailed filing data is available for this year.$11.1$0.01$11.1$1.93$1.88$0.05
2013Summary only. Only limited summary data is available for this year.$11.1$0.02$1.62$1.67$0.05
2012Summary only. Only limited summary data is available for this year.$11.1$0.00$1.46$1.67$0.21
2011Summary only. Only limited summary data is available for this year.$11.3$0.01$1.57$1.67$0.10
Peer Organizations

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