Civic Intelligence

D & M Alpert Foundation

990PF • Fiscal year 2017 • EIN 95-7082832

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

12309 Mclennan AvenueGranada Hills, CA 91344

(818) 399-8602

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

96th percentile

204%

Faster asset growth than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

32888%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$25,883

Up $17,365 (+204%) from 2016

Net Assets

Up

$25,883

Up $17,365 (+204%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$30,019

Up $29,928 (+32888%) from 2016

Expenses

Down

$12,654

Down $10,781 (-46%) from 2016

Net Income

Up

$17,365

Up $40,709 (+174%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$25,883
Liabilities$0
Net Assets$25,883

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$30,019
Expenses$12,654
Net Income$17,365
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID A ALPERTTrustee-$0--
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
2018-11-15
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 Appendix355 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12301 HIGHLAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2601 W TEMPLE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt38383 WILSHIRE BLVD SUITE 337
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4817 VONE ST 212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt55905 WILSHIRE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61223 WILSHIRE BLVD 410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt73200 MOTOR AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BEVERLY HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BEVERLY HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SANTA ANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090213
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190068
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd590036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd690403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd790034
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012504
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0847
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0847
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020315
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025914
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025204
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt035244
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt035771
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt035771
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0118334
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011657
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020315
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025914
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025204
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt035244
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012504
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011657
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0154105
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0142448
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0DAVID AND MERRYL LYNN ALPERT
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0450 N MAPLE DRIVE 401
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BEVERLY HILLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090210
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt030000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0DAVID MERRYL ALPERT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0450 N MAPLE DRIVE 401
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BEVERLY HILLS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd090210
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MERRYL ALPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08183998602
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0878BDF7D8F0138A2499DF3A690AC586FCD708969
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0878BDF7D8F0138A2499DF3A690AC586FCD708969
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.82.232.35
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm019:26:43
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/ReturnTs02018-11-15T21:31:19-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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