PHASE ONE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PHASE ONE (EIN 91-2129319)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349321775
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T17:36:00-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954549078 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACIAS GINI & O'CONNELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2029 CENTURY PARK EAST STE 1500 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900672935 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912129319 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHASE ONE - THE ROAD TO CURING CANCER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHAS | BusinessNameControlTxt |
| Phone | 3103936005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 256 26TH ST NO 201 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERTO VALNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3103936005 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW J OZUROVICH | PreparerPersonNm |
| PTIN | P00736945 | PTIN |
| Phone | 3102773373 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.12.156.46 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 19:12:03 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B9892A042AFEB7754C5EBAD132E82E167102C55D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALBERTO VALNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 256 26TH ST 201 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,105,751 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | PHASE1LA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SUPPORT TO PHASE 1 CLINICAL RESEARCH AND TREATMENT PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $933,048 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,080,591 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $148,847 | PYInvestmentIncomeAmt |
| CY Investment Income | $145,988 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$137,838 | PYOtherRevenueAmt |
| CY Other Revenue | $239,092 | CYOtherRevenueAmt |
| PY Total Revenue | $944,057 | PYTotalRevenueAmt |
| CY Total Revenue | $1,465,671 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $865,996 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $580,610 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $161,436 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $175,566 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $93,640 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $172,792 | PYOtherExpensesAmt |
| CY Other Expenses | $171,781 | CYOtherExpensesAmt |
| PY Total Expenses | $1,200,224 | PYTotalExpensesAmt |
| CY Total Expenses | $927,957 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$256,167 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $537,714 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,477,231 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,296,257 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,477,231 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,296,257 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE SUPPORT TO PHASE 1 CLINICAL RESEARCH & TREATMENT PROGRAMS FOR THE CANCER THERAPY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $580,610 | ExpenseAmt |
| Grant | $580,610 | GrantAmt |
| Desc | THE PHASE 1 PROGRAM PROVIDES SUPPORT TO CLINICAL RESEARCH & TREATMENT PROGRAMS AT VARIOUS RESEARCH CENTERS IN THE SOUTHERN CALIFORNIA AREA. | Desc |
| Total Program Service Expenses | $580,610 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103936005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 256 26TH STREET 201 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ALBERTO VALNER | ||||||
| PRESIDENT/CEO | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK FREEMAN | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| MERRITT ELLIOT | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| LEANNA CREEL | ||||||
| MARKETING CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| JANET LONNER | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| NICOLE BLANK | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| SHARI ROSENBLUM | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| AMANDA SALVADO | ||||||
| SECRETARY | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROYCE BERGMAN | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| ALYSON FINE MARMUR | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| MIEKE NEUMANN | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| EMILY CURRENT | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| BRADLEY MEADOW | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| GINA LAMANNA | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE V ALLEN | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| JORDAN R BERNSTEIN | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD WOODS | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| RODNEY D FRANKS | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA TOTH | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| STACY VALNER | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| MARC LEBOWITZ | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREA LUBLIN | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| TRIA MEISLER | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT WHITE | ||||||
| TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $207,000 | FundraisingAmt |
| All Other Contributions | $873,591 | AllOtherContributionsAmt |
| Noncash Contributions | $12,913 | NoncashContributionsAmt |
| Total Contributions | $1,080,591 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $145,463 | TotalRevenueColumnAmt |
| Exclusion | $145,463 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,447,697 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,447,172 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $525 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $525 | TotalRevenueColumnAmt |
| Exclusion | $525 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $52,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $207,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $192,908 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$140,908 | TotalRevenueColumnAmt |
| Exclusion | -$140,908 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RETURN OF GRANT FROM REGENT OF UN | 900099 | $300,000 | $300,000 |
| RETURN OF GRANT FROM USC | 900099 | $80,000 | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $380,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,465,671 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $380,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,080 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,610 | TotalAmt |
| Program Services | $580,610 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,518 | TotalAmt |
| Management And General | $143,518 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,857 | TotalAmt |
| Management And General | $18,857 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,191 | TotalAmt |
| Management And General | $13,191 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,895 | TotalAmt |
| Management And General | $10,895 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,498 | TotalAmt |
| Management And General | $18,498 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,120 | TotalAmt |
| Fundraising | $11,120 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,258 | TotalAmt |
| Fundraising | $1,258 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,959 | TotalAmt |
| Management And General | $5,240 | ManagementAndGeneralAmt |
| Fundraising | $15,719 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,105 | TotalAmt |
| Management And General | $2,105 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,717 | TotalAmt |
| Management And General | $25,717 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175 | TotalAmt |
| Management And General | $175 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $942 | TotalAmt |
| Management And General | $942 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,162 | TotalAmt |
| Management And General | $3,162 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FUNDRAISING COSTS | $61,542 | $61,542 | |
| MEALS & ENTERTAINMENT | $11,111 | $11,111 | |
| NEWSLETTER | $4,001 | $4,001 | |
| DUES AND SUBSCRIPTIONS | $201 | $201 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95 | TotalAmt |
| Management And General | $95 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $927,957 | TotalAmt |
| Program Services | $580,610 | ProgramServicesAmt |
| Management And General | $253,707 | ManagementAndGeneralAmt |
| Fundraising | $93,640 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,809 | BOYAmt |
| EOY | $237,156 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,677 | BOYAmt |
| EOY | $551,135 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $9,295 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,091,745 | BOYAmt |
| EOY | $4,498,671 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,477,231 | BOYAmt |
| EOY | $5,296,257 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,477,231 | BOYAmt |
| EOY | $5,296,257 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,477,231 | BOYAmt |
| EOY | $5,296,257 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,477,231 | BOYAmt |
| EOY | $5,296,257 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $537,714 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $281,312 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,039,903 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $822,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $920,961 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $933,048 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,080,591 | CurrentTaxYearAmt |
| Total | $4,797,175 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,039,903 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $822,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $920,961 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $933,048 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,080,591 | CurrentTaxYearAmt |
| Total | $4,797,175 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $277,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $386,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $262,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $204,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $141,434 | CurrentTaxYearAmt |
| Total | $1,271,202 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $277,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $386,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $262,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $204,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $141,434 | CurrentTaxYearAmt |
| Total | $1,271,202 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $3,525,973 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $285,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $206,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $136,626 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $145,463 | CurrentTaxYearAmt |
| Total | $870,461 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $285,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $206,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $136,626 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $145,463 | CurrentTaxYearAmt |
| Total | $870,461 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,325,262 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,029,597 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,017,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,069,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,226,054 | CurrentTaxYearAmt |
| Total | $5,667,636 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.62210 | PublicSupportCY509Pct |
| Public Support PY509 | 0.74070 | PublicSupportPY509Pct |
| Investment Income CY | 0.15360 | InvestmentIncomeCYPct |
| Investment Income PY | 0.17240 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDELITY | Desc |
| Book Value | $4,498,671 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,498,671 | TotalBookValueSecuritiesAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL DINNER | Event1Nm |
| Gross Receipts Event1 | $259,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $207,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $52,000 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $72,052 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $52,418 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,751 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $65,687 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $259,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $207,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $52,000 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $72,052 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $52,418 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,751 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $65,687 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $192,908 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$140,908 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CITY OF HOPE | |||||||
| 1500 DUARTE RD | DUARTE | CA | 91010 | 953435919 | 501(C)(3) | $37,664 | RESEARCH |
| THE REGENTS OF UNIVERSITY OF CA | |||||||
| 11000 KINROSS AVE-BOX 951506 | LOS ANGELES | CA | 90024 | 956006143 | $289,581 | RESEARCH | |
| UNIVERSITY OF SOUTHERN CALIFORNIA (USC) | |||||||
| UNIVERSITY PARK CAMPUS | LOS ANGELES | CA | 90089 | 951642394 | $141,884 | RESEARCH | |
| ST JOHN'S | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90401 | 956100079 | 501(C)(3) | $111,481 | RESEARCH |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ALBERTO VALNER AND STACY VALNER ARE HUSBAND AND WIFE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY FISCAL OFFICERS BEFORE IT IS SUBMITTED TO THE BOARD FOR APPROVAL OF FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES AVAILABLE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |