Civic Intelligence

Mwt Private Family Foundation

EIN 20-5816660 • Sacramento, CA

324 34th St Ste 1Sacramento, CA 95816
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

4th percentile

-1236%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2019

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

24th percentile

-33%

Faster revenue growth than 24% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $44,892 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$0

Down $44,892 (-100%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin4th percentile

Revenue

Down

$3,631

Down $1,804 (-33%) from 2020

Expenses

Up

$48,523

Up $39,935 (+465%) from 2020

Net Income

Down

-$44,892

Down $41,739 (-1324%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$150K$100K$50K$0Assets 2011: $105,447Liabilities 2011: $0Net Assets 2011: $105,4472011Assets 2012: $103,325Liabilities 2012: $0Net Assets 2012: $103,3252012Assets 2013: $135,014Liabilities 2013: $0Net Assets 2013: $135,0142013Assets 2014: $121,186Liabilities 2014: $0Net Assets 2014: $121,1862014Assets 2015: $79,620Liabilities 2015: $0Net Assets 2015: $79,6202015Assets 2016: $66,255Liabilities 2016: $0Net Assets 2016: $66,2552016Assets 2017: $59,752Liabilities 2017: $0Net Assets 2017: $59,7522017Assets 2018: $52,502Liabilities 2018: $0Net Assets 2018: $52,5022018Assets 2019: $48,045Liabilities 2019: $0Net Assets 2019: $48,0452019Assets 2020: $44,892Liabilities 2020: $0Net Assets 2020: $44,8922020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth24th percentile

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

$50K$0-$50KExpenses 2011: $5,5542011Expenses 2012: $8,5562012Revenue 2013: $27,287Expenses 2013: $7,609Net Income 2013: $19,6782013Revenue 2014: $11,409Expenses 2014: $25,237Net Income 2014: -$13,8282014Revenue 2015: $4,917Expenses 2015: $30,075Net Income 2015: -$25,1582015Revenue 2016: $1,174Expenses 2016: $14,539Net Income 2016: -$13,3652016Revenue 2017: $7,782Expenses 2017: $14,285Net Income 2017: -$6,5032017Revenue 2018: $2,084Expenses 2018: $9,334Net Income 2018: -$7,2502018Revenue 2019: $4,170Expenses 2019: $8,627Net Income 2019: -$4,4572019Revenue 2020: $5,435Expenses 2020: $8,588Net Income 2020: -$3,1532020Revenue 2021: $3,631Expenses 2021: $48,523Net Income 2021: -$44,8922021

Highlighted filing

2021

Revenue$3,631
Expenses$48,523
Net Income-$44,892
Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$3,631
Expenses
$48,523
Net income
-$44,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$0.49$0.45
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.05$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.04$0.09$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.02$0.09$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.08$0.14$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.01$0.15$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.05$0.30$0.25
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.11$0.25$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.27$0.08$0.20
2012Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 29, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margie W TaylorTrustee-$0--
Filing and Contact Details

Filer

Filer Name
MWT Private Family Foundation
EIN
20-5816660
Phone
9162133182
Address
324 34th St Ste 1, Sacramento, CA 95816

Signing Officer

Name
Margie W Taylor
Title
Trustee
Signed
2022-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Patrick J Rooney CPA
Address
15257 Murieta South Pkwy, Rancho Murieta, CA 95683
Preparer
Patrick J Rooney
Phone
9167694564
Raw XML Appendix324 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/PersonNm0Margie W Taylor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0324 34th St Ste 1
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Sacramento
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095816
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Margie W Taylor
IRS990PF/StatementsRegardingActyGrp/PhoneNum09162133182
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt37123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0St Johns Lutheran Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Fair Oaks Theatre Festival
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1San Juan Alum Assoc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Other Donee Recipients
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01701 L St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111662 Gold Country Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt311662 Gold Country Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Sacramento
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Gold River
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Citrus Heights
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Gold River
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095815
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195670
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395670
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt048023
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08575
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08049
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08884
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013875
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012775
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012775
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt087406
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt048023
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08575
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08049
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08884
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013875
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt048023
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt048023
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0100181
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt052158
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0Final return for the charity.
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Increase in FMV
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02896
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Margie W Taylor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MWT Private Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MWTP
ReturnHeader/Filer/EIN0205816660
ReturnHeader/Filer/PhoneNum09162133182
ReturnHeader/Filer/USAddress/AddressLine1Txt0324 34th St Ste 1
ReturnHeader/Filer/USAddress/CityNm0Sacramento
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095816
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813244888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Patrick J Rooney CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015257 Murieta South Pkwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rancho Murieta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095683
ReturnHeader/PreparerPersonGrp/PhoneNum09167694564
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick J Rooney
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-06-29T11:06:14-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Margie W
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Taylor
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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