Civic Intelligence

D & M Alpert Foundation

EIN 95-7082832 • Granada Hills, CA

12309 Mclennan AvenueGranada Hills, CA 91344
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

96th percentile

185%

Faster asset growth than 96% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

5725%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$51,909

Up $33,684 (+185%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$51,909

Up $33,684 (+185%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin93rd percentile

Revenue

Up

$51,256

Up $50,376 (+5725%) from 2023

Expenses

Down

$17,572

Down $578 (-3.2%) from 2023

Net Income

Up

$33,684

Up $50,954 (+295%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2010: $3,585Liabilities 2010: $0Net Assets 2010: $3,5852010Assets 2011: $16,043Liabilities 2011: $0Net Assets 2011: $16,0432011Assets 2012: $17,700Liabilities 2012: $0Net Assets 2012: $17,7002012Assets 2013: $27,168Liabilities 2013: $0Net Assets 2013: $27,1682013Assets 2014: $29,511Liabilities 2014: $0Net Assets 2014: $29,5112014Assets 2015: $31,862Liabilities 2015: $0Net Assets 2015: $31,8622015Assets 2016: $8,518Liabilities 2016: $0Net Assets 2016: $8,5182016Assets 2017: $25,883Liabilities 2017: $0Net Assets 2017: $25,8832017Assets 2018: $9,697Liabilities 2018: $0Net Assets 2018: $9,6972018Assets 2019: $17,389Liabilities 2019: $0Net Assets 2019: $17,3892019Assets 2020: $6,241Liabilities 2020: $0Net Assets 2020: $6,2412020Assets 2021: $35,647Liabilities 2021: $0Net Assets 2021: $35,6472021Assets 2022: $35,495Liabilities 2022: $0Net Assets 2022: $35,4952022Assets 2023: $18,225Liabilities 2023: $0Net Assets 2023: $18,2252023Assets 2024: $51,909Liabilities 2024: $0Net Assets 2024: $51,9092024

Highlighted filing

2024

Assets$51,909
Liabilities$0
Net Assets$51,909
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KExpenses 2010: $47,9852010Expenses 2011: $42,5602011Expenses 2012: $37,5572012Revenue 2013: $46,405Expenses 2013: $36,937Net Income 2013: $9,4682013Revenue 2014: $30,008Expenses 2014: $27,665Net Income 2014: $2,3432014Revenue 2015: $30,004Expenses 2015: $27,653Net Income 2015: $2,3512015Revenue 2016: $91Expenses 2016: $23,435Net Income 2016: -$23,3442016Revenue 2017: $30,019Expenses 2017: $12,654Net Income 2017: $17,3652017Revenue 2018: $24Expenses 2018: $16,210Net Income 2018: -$16,1862018Revenue 2019: $35,542Expenses 2019: $27,850Net Income 2019: $7,6922019Revenue 2020: $2Expenses 2020: $11,150Net Income 2020: -$11,1482020Revenue 2021: $40,556Expenses 2021: $11,150Net Income 2021: $29,4062021Revenue 2022: $9Expenses 2022: $161Net Income 2022: -$1522022Revenue 2023: $880Expenses 2023: $18,150Net Income 2023: -$17,2702023Revenue 2024: $51,256Expenses 2024: $17,572Net Income 2024: $33,6842024

Highlighted filing

2024

Revenue$51,256
Expenses$17,572
Net Income$33,684
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$51,909
Liabilities
$0
Net assets
$51,909
Revenue
$51,256
Expenses
$17,572
Net income
$33,684
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$51.9$0.00$51.9$51.3$17.6$33.7
2023Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$0.88$18.2$17.3
2022Detailed filing. Detailed filing data is available for this year.$35.5$0.00$35.5$0.01$0.16$0.15
2021Detailed filing. Detailed filing data is available for this year.$35.6$0.00$35.6$40.6$11.2$29.4
2020Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.00$11.2$11.1
2019Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$35.5$27.9$7.69
2018Detailed filing. Detailed filing data is available for this year.$9.70$0.00$9.70$0.02$16.2$16.2
2017Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$30.0$12.7$17.4
2016Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$0.09$23.4$23.3
2015Detailed filing. Detailed filing data is available for this year.$31.9$0.00$31.9$30.0$27.7$2.35
2014Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$30.0$27.7$2.34
2013Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$46.4$36.9$9.47
2012Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$37.6
2011Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$42.6
2010Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$48.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 16, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERRYL L ALPERTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
D & M Alpert Foundation
EIN
95-7082832
Phone
8183998602
Address
12309 MCLENNAN AVENUE, GRANADA HILLS, CA 91344

Signing Officer

Name
Merryl Alpert
Title
Trustee
Phone
8183998602
Signed
2025-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Brian D King CPA Inc
Address
12309 MCLENNAN AVENUE, GRANADA HILLS, CA 91344
Preparer
Brian King
Phone
8183998602
Raw XML Appendix268 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0398
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0398
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09968
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt027442
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt027442
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt054389
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017102
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016877
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09968
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010442
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017102
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt081831
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt064729
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt072
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt072
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MERRYL ALPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08183998602
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0D & M ALPERT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0D&MA
ReturnHeader/Filer/EIN0957082832
ReturnHeader/Filer/PhoneNum08183998602
ReturnHeader/Filer/USAddress/AddressLine1Txt012309 MCLENNAN AVENUE
ReturnHeader/Filer/USAddress/CityNm0GRANADA HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091344
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954405338
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRIAN D KING CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012309 MCLENNAN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANADA HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091344
ReturnHeader/PreparerPersonGrp/PhoneNum08183998602
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN KING
ReturnHeader/ReturnTs02025-11-16T21:11:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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