Civic Intelligence

Mwt Private Family Foundation

990PF • Fiscal year 2019 • EIN 20-5816660

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 14, 2020

11662 Gold Country BlvdGold River, CA 95670

(916) 213-3182

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-107%

Higher net margin than 7% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

29th percentile

-8.5%

Faster asset growth than 29% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

100%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$48,045

Down $4,457 (-8.5%) from 2018

Net Assets

Down

$48,045

Down $4,457 (-8.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$4,170

Up $2,086 (+100%) from 2018

Expenses

Down

$8,627

Down $707 (-7.6%) from 2018

Net Income

Up

-$4,457

Up $2,793 (+39%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$48,045
Liabilities$0
Net Assets$48,045

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$4,170
Expenses$8,627
Net Income-$4,457
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 14, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margie W TaylorTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSt Johns Lutheran ChurchCharitable-Sacramento, CA, US$5,500
Paid Grant-Charitable-Gold River, CA, US$2,549
Filing and Contact Details

Filer

Filer Name
MWT Private Family Foundation
EIN
20-5816660
Phone
9162133182
Address
11662 Gold Country Blvd, Gold River, CA 95670

Signing Officer

Name
Margie W Taylor
Title
Trustee
Signed
2020-11-14
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
9169614119
Raw XML Appendix252 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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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1102
TaxesSchedule/TaxesDetail/Amt025
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TaxesSchedule/TaxesDetail/CategoryTxt1IRS
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1102
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Margie W Taylor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-14
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ReturnHeader/Filer/EIN0205816660
ReturnHeader/Filer/PhoneNum09162133182
ReturnHeader/Filer/USAddress/AddressLine1Txt011662 Gold Country Blvd
ReturnHeader/Filer/USAddress/CityNm0Gold River
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095670
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/PhoneNum09169614119
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick J Rooney
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-14T08:29:54-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • <$500k nonprofits