Civic Intelligence

The James and Priscilla Walters Foundation

EIN 20-3773030 • Claremont, CA

4053 Olive Point PlaceClaremont, CA 91711
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 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2016

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2016

Asset Growth

13th percentile

-81%

Faster asset growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$2,490

Down $10,571 (-81%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$2,490

Down $10,571 (-81%) from 2015

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $8,000 (-100%) from 2015

Expenses

Down

$670

Down $6,952 (-91%) from 2015

Net Income

Down

-$670

Down $1,048 (-277%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$15K$10K$5.0K$0Assets 2011: $3,988Liabilities 2011: $02011Assets 2012: $2,358Liabilities 2012: $02012Assets 2013: $6,485Liabilities 2013: $0Net Assets 2013: $6,4852013Assets 2014: $12,683Liabilities 2014: $0Net Assets 2014: $12,6832014Assets 2015: $13,061Liabilities 2015: $0Net Assets 2015: $13,0612015Assets 2016: $2,490Liabilities 2016: $0Net Assets 2016: $2,4902016

Highlighted filing

2016

Assets$2,490
Liabilities$0
Net Assets$2,490
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2011: $5,000Expenses 2011: $5,810Net Income 2011: -$8102011Revenue 2012: $5,000Expenses 2012: $6,630Net Income 2012: -$1,6302012Revenue 2013: $8,000Expenses 2013: $10,545Net Income 2013: -$2,5452013Revenue 2014: $11,000Expenses 2014: $4,802Net Income 2014: $6,1982014Revenue 2015: $8,000Expenses 2015: $7,622Net Income 2015: $3782015Revenue 2016: $0Expenses 2016: $670Net Income 2016: -$6702016

Highlighted filing

2016

Revenue$0
Expenses$670
Net Income-$670
Open 2016 Filing

Filings

Most recent year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,490
Liabilities
$0
Net assets
$2,490
Revenue
$0
Expenses
$670
Net income
-$670
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.00$0.67$0.67
2015Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$8.00$7.62$0.38
2014Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$11.0$4.80$6.20
2013Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$8.00$10.5$2.55
2012Summary only. Only limited summary data is available for this year.$2.36$0.00$5.00$6.63$1.63
2011Summary only. Only limited summary data is available for this year.$3.99$0.00$5.00$5.81$0.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY DAVISPresident & CEO-$0--
CHRISTINA WALTERS KAROLYISecretary-$0--
Filing and Contact Details

Filer

Filer Name
The James and Priscilla Walters
EIN
20-3773030
Phone
9096240758
Address
4053 OLIVE POINT PLACE, CLAREMONT, CA 91711

Signing Officer

Name
Wendy Davis
Title
President & CEO
Signed
2017-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Genske Mulder & Co LLP
Address
4150 Concours Ste 250, Ontario, CA 91764-5913
Preparer
Wayne T Cunningham CPA
Phone
9094832100
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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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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JAMES AND PRISCILLA WALTERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0203773030
ReturnHeader/Filer/PhoneNum09096240758
ReturnHeader/Filer/USAddress/AddressLine1Txt04053 OLIVE POINT PLACE
ReturnHeader/Filer/USAddress/CityNm0CLAREMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091711
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Genske Mulder & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04150 Concours Ste 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ontario
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917645913
ReturnHeader/PreparerPersonGrp/PhoneNum09094832100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE T CUNNINGHAM CPA
ReturnHeader/ReturnTs02017-04-08T10:52:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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