Civic Intelligence

Wayne T Kennedy and Lorelei F Rockwell Family Foundation

990PF • Fiscal year 2020 • EIN 20-5760604

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 20, 2021

Organization Profile
371 Elm StreetSan Carlos, CA 94070

(650) 592-9804

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

87th percentile

50%

Higher net margin than 87% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

82nd percentile

27%

Faster asset growth than 82% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-46%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,636,323

Up $348,070 (+27%) from 2019

Net Assets

Up

$1,636,323

Up $348,070 (+27%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin87th percentile

Revenue

Down

$700,909

Down $586,379 (-46%) from 2019

Expenses

Down

$352,815

Down $773,920 (-69%) from 2019

Net Income

Up

$348,094

Up $187,541 (+117%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $14,079Liabilities 2011: $0Net Assets 2011: $14,0792011Assets 2012: $7,557Liabilities 2012: $0Net Assets 2012: $7,5572012Assets 2013: $20,905Liabilities 2013: $0Net Assets 2013: $20,9052013Assets 2014: $90,820Liabilities 2014: $0Net Assets 2014: $90,8202014Assets 2015: $109,043Liabilities 2015: $0Net Assets 2015: $109,0432015Assets 2016: $224,337Liabilities 2016: $0Net Assets 2016: $224,3372016Assets 2017: $567,104Liabilities 2017: $0Net Assets 2017: $567,1042017Assets 2018: $1,127,700Liabilities 2018: $0Net Assets 2018: $1,127,7002018Assets 2019: $1,288,253Liabilities 2019: $0Net Assets 2019: $1,288,2532019Assets 2020: $1,636,323Liabilities 2020: $0Net Assets 2020: $1,636,3232020Assets 2021: $2,217,613Liabilities 2021: $7,300Net Assets 2021: $2,210,3132021Assets 2022: $2,716,978Liabilities 2022: $7,300Net Assets 2022: $2,709,6782022Assets 2023: $2,062,669Liabilities 2023: $7,300Net Assets 2023: $2,055,3692023Assets 2024: $2,508,771Liabilities 2024: $7,900Net Assets 2024: $2,500,8712024

Highlighted filing

2020

Assets$1,636,323
Liabilities$0
Net Assets$1,636,323
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2011: $88,1342011Expenses 2012: $161,4432012Revenue 2013: $139,767Expenses 2013: $126,418Net Income 2013: $13,3492013Revenue 2014: $152,617Expenses 2014: $82,702Net Income 2014: $69,9152014Revenue 2015: $307,247Expenses 2015: $289,024Net Income 2015: $18,2232015Revenue 2016: $204,820Expenses 2016: $89,526Net Income 2016: $115,2942016Revenue 2017: $500,896Expenses 2017: $158,129Net Income 2017: $342,7672017Revenue 2018: $978,005Expenses 2018: $417,409Net Income 2018: $560,5962018Revenue 2019: $1,287,288Expenses 2019: $1,126,735Net Income 2019: $160,5532019Revenue 2020: $700,909Expenses 2020: $352,815Net Income 2020: $348,0942020Revenue 2021: $933,193Expenses 2021: $351,903Net Income 2021: $581,2902021Revenue 2022: $621,332Expenses 2022: $122,912Net Income 2022: $498,4202022Revenue 2023: $599,987Expenses 2023: $1,252,913Net Income 2023: -$652,9262023Revenue 2024: $622,599Expenses 2024: $177,097Net Income 2024: $445,5022024

Highlighted filing

2020

Revenue$700,909
Expenses$352,815
Net Income$348,094
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 20, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAYNE T KENNEDYPresident & Director-$0--
LORELEI F ROCKWELLSecretary, Treasurer & Director-$0--
Filing and Contact Details

Filer

Filer Name
Wayne T Kennedy and Lorelei F
EIN
20-5760604
Phone
6505929804
Address
371 ELM STREET, SAN CARLOS, CA 94070

Signing Officer

Name
Wayne Kennedy
Title
President & Director
Phone
6505929804
Signed
2021-07-20
Discuss with paid preparer
Yes

Preparer

Firm
Seghetti Waxler Castillo & Gonzalez
Address
2425 PORTER STREET 12, SOQUEL, CA 95073
Preparer
Cristian Gonzalez
Phone
8314257676
Raw XML Appendix340 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4LAND PRESERVATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8COMMUNITY SERVICE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NAPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4POINT REYES STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5EAST LANSING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BLOOMFIELD TWP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8SACRAMENTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091345
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd246268
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394559
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494956
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd548825
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd748302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd895814
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0352815
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/AppliedToCurrentYearAmt051826
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051826
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01097032
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0396932
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0143942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt085735
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0283891
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0283891
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02024630
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0300989
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01097032
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0396932
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0143942
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt085735
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0352815
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0300989
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02308521
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02007532
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0WAYNE KENNEDY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1LORELEI ROCKWELL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0371 ELM STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1371 ELM STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN CARLOS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SAN CARLOS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094070
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd194070
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0350000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1350000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt024
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL EXCISE TAX ON INVESTMENT INCOME
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0WAYNE KENNEDY
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1LORELEI ROCKWELL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0371 ELM STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1371 ELM STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SAN CARLOS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1SAN CARLOS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094070
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd194070
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE KENNEDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06505929804
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAYNE T KENNEDY AND LORELEI F
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROCKWELL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WAYN
ReturnHeader/Filer/EIN0205760604
ReturnHeader/Filer/PhoneNum06505929804
ReturnHeader/Filer/USAddress/AddressLine1Txt0371 ELM STREET
ReturnHeader/Filer/USAddress/CityNm0SAN CARLOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094070
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472635420
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEGHETTI WAXLER CASTILLO & GONZALEZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02425 PORTER STREET 12
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOQUEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095073
ReturnHeader/PreparerPersonGrp/PhoneNum08314257676
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRISTIAN GONZALEZ
ReturnHeader/ReturnTs02021-08-05T09:56:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WAYNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KENNEDY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,636,323
Liabilities
$0
Net assets
$1,636,323
Revenue
$700,909
Expenses
$352,815
Net income
$348,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.51$0.01$2.50$0.62$0.18$0.45
2023Detailed filing. Detailed filing data is available for this year.$2.06$0.01$2.06$0.60$1.25$0.65
2022Detailed filing. Detailed filing data is available for this year.$2.72$0.01$2.71$0.62$0.12$0.50
2021Detailed filing. Detailed filing data is available for this year.$2.22$0.01$2.21$0.93$0.35$0.58
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.70$0.35$0.35
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$1.29$1.13$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.98$0.42$0.56
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.50$0.16$0.34
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.20$0.09$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.31$0.29$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.15$0.08$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.14$0.13$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.16
2011Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.09