Civic Intelligence

Waterman Family Foundation

EIN 20-1027460 • Oak Park, CA

1399 King James CTOak Park, CA 91377
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-123%

Higher net margin than 4% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

27th percentile

-2.8%

Faster asset growth than 27% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,303,346

Down $67,304 (-2.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,303,346

Down $67,304 (-2.8%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin4th percentile

Revenue

Up

$73,814

Up $98,654 (+397%) from 2023

Expenses

Up

$164,733

Up $138,576 (+530%) from 2023

Net Income

Down

-$90,919

Down $39,922 (-78%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,084,545Liabilities 2011: $02011Assets 2012: $2,451,745Liabilities 2012: $02012Assets 2013: $2,393,200Liabilities 2013: $02013Assets 2014: $2,527,482Liabilities 2014: $0Net Assets 2014: $2,527,4822014Assets 2015: $2,430,105Liabilities 2015: $0Net Assets 2015: $2,430,1052015Assets 2016: $2,303,096Liabilities 2016: $0Net Assets 2016: $2,303,0962016Assets 2017: $2,092,683Liabilities 2017: $0Net Assets 2017: $2,092,6832017Assets 2018: $2,662,289Liabilities 2018: $0Net Assets 2018: $2,662,2892018Assets 2019: $2,535,445Liabilities 2019: $0Net Assets 2019: $2,535,4452019Assets 2020: $2,497,584Liabilities 2020: $0Net Assets 2020: $2,497,5842020Assets 2021: $2,680,440Liabilities 2021: $0Net Assets 2021: $2,680,4402021Assets 2022: $2,425,460Liabilities 2022: $0Net Assets 2022: $2,425,4602022Assets 2023: $2,370,650Liabilities 2023: $0Net Assets 2023: $2,370,6502023Assets 2024: $2,303,346Liabilities 2024: $0Net Assets 2024: $2,303,3462024

Highlighted filing

2024

Assets$2,303,346
Liabilities$0
Net Assets$2,303,346
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $258,724Expenses 2011: $151,728Net Income 2011: $106,9962011Revenue 2012: $522,517Expenses 2012: $155,317Net Income 2012: $367,2002012Revenue 2013: $647,998Expenses 2013: $192,789Net Income 2013: $455,2092013Revenue 2014: $629,816Expenses 2014: $359,914Net Income 2014: $269,9022014Revenue 2015: $443,196Expenses 2015: $393,636Net Income 2015: $49,5602015Revenue 2016: $171,676Expenses 2016: $289,158Net Income 2016: -$117,4822016Revenue 2017: $201,436Expenses 2017: $408,619Net Income 2017: -$207,1832017Revenue 2018: $1,224,210Expenses 2018: $276,349Net Income 2018: $947,8612018Revenue 2019: $106,316Expenses 2019: $227,824Net Income 2019: -$121,5082019Revenue 2020: $147,581Expenses 2020: $188,206Net Income 2020: -$40,6252020Revenue 2021: $293,836Expenses 2021: $340,636Net Income 2021: -$46,8002021Revenue 2022: $75,335Expenses 2022: $571,835Net Income 2022: -$496,5002022Revenue 2023: -$24,840Expenses 2023: $26,157Net Income 2023: -$50,9972023Revenue 2024: $73,814Expenses 2024: $164,733Net Income 2024: -$90,9192024

Highlighted filing

2024

Revenue$73,814
Expenses$164,733
Net Income-$90,919
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,303,346
Liabilities
$0
Net assets
$2,303,346
Revenue
$73,814
Expenses
$164,733
Net income
-$90,919
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.07$0.16$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.02$0.03$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.08$0.57$0.50
2021Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.29$0.34$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.15$0.19$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.11$0.23$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$1.22$0.28$0.95
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.20$0.41$0.21
2016Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.17$0.29$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.44$0.39$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.63$0.36$0.27
2013Summary only. Only limited summary data is available for this year.$2.39$0.00$0.65$0.19$0.46
2012Summary only. Only limited summary data is available for this year.$2.45$0.00$0.52$0.16$0.37
2011Summary only. Only limited summary data is available for this year.$2.08$0.00$0.26$0.15$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 23, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARRIE GLICKSTEENV.P./ Secy.PT$0--
WENDY WATERMANV.P.PT$0--
ROBERT GLICKSTEENPres./ Treas.PT$0--
Filing and Contact Details

Filer

Filer Name
Waterman Family Foundation
EIN
20-1027460
Phone
8182886554
Address
1399 KING JAMES CT, OAK PARK, CA 91377

Signing Officer

Name
Robert Glicksteen
Title
President
Signed
2025-05-23
Discuss with paid preparer
Yes

Preparer

Firm
Lenning Tax and Accounting Services Inc
Address
13924 Seal Beach Blvd Ste C, Seal Beach, CA 90740
Preparer
John E Rose CPA
Phone
5625949729
Raw XML Appendix276 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/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045277
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0CARRIE GLICKSTEEN
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm1WENDY WATERMAN
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm2ROBERT GLICKSTEEN
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0135078
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0127259
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0127259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0395112
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0131501
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt052858
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt052858
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0537284
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010082
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0395112
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0131501
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0589
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0137341
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010082
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0590142
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0580060
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0MAGASINN & FELDMAN
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01288
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01288
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt024950
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COST BASIS ASSET DONATED DURING 2024.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt023696
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDELITY- INV. FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt023696
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt11326
TaxesSchedule/TaxesDetail/CategoryTxt0DEPT OF JUSTICE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES-
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01326
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT GLICKSTEEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WATERMAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0201027460
ReturnHeader/Filer/PhoneNum08182886554
ReturnHeader/Filer/USAddress/AddressLine1Txt01399 KING JAMES CT
ReturnHeader/Filer/USAddress/CityNm0OAK PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0924000449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lenning Tax and Accounting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013924 Seal Beach Blvd Ste C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seal Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090740
ReturnHeader/PreparerPersonGrp/PhoneNum05625949729
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John E Rose CPA
ReturnHeader/ReturnTs02025-05-23T09:34:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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