Civic Intelligence

Jwl Foundation

990PF • Fiscal year 2014 • EIN 20-5884988

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 02, 2015

Organization Profile
P O Box 668San Anselmo, CA 94979

(925) 977-9060

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

35th percentile

-3.0%

Higher net margin than 35% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

29th percentile

-8.2%

Faster asset growth than 29% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

39th percentile

-4.8%

Faster revenue growth than 39% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$6,857

Down $610 (-8.2%) from 2013

Net Assets

$6,857

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin35th percentile

Revenue

Down

$20,000

Down $1,000 (-4.8%) from 2013

Expenses

Up

$20,610

Up $420 (+2.1%) from 2013

Net Income

Down

-$610

Down $1,420 (-175%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$30K$20K$10K$0Assets 2011: $7,315Liabilities 2011: $02011Assets 2012: $6,657Liabilities 2012: $02012Assets 2013: $7,467Liabilities 2013: $02013Assets 2014: $6,857Liabilities 2014: $0Net Assets 2014: $6,8572014Assets 2015: $27,196Liabilities 2015: $0Net Assets 2015: $27,1962015Assets 2016: $6,932Liabilities 2016: $0Net Assets 2016: $6,9322016Assets 2017: $6,134Liabilities 2017: $0Net Assets 2017: $6,1342017Assets 2018: $6,109Liabilities 2018: $0Net Assets 2018: $6,1092018Assets 2019: $6,430Liabilities 2019: $0Net Assets 2019: $6,4302019Assets 2020: $8,135Liabilities 2020: $0Net Assets 2020: $8,1352020Assets 2021: $11,314Liabilities 2021: $0Net Assets 2021: $11,3142021Assets 2022: $11,281Liabilities 2022: $0Net Assets 2022: $11,2812022Assets 2023: $16,525Liabilities 2023: $0Net Assets 2023: $16,5252023Assets 2024: $14,412Liabilities 2024: $0Net Assets 2024: $14,4122024

Highlighted filing

2014

Assets$6,857
Liabilities$0
Net Assets$6,857
Open 2014 Filing

Operations Trend

Revenue Growth39th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $21,000Expenses 2011: $20,201Net Income 2011: $7992011Revenue 2012: $20,000Expenses 2012: $20,658Net Income 2012: -$6582012Revenue 2013: $21,000Expenses 2013: $20,190Net Income 2013: $8102013Revenue 2014: $20,000Expenses 2014: $20,610Net Income 2014: -$6102014Revenue 2015: $21,000Expenses 2015: $661Net Income 2015: $20,3392015Revenue 2016: $0Expenses 2016: $20,264Net Income 2016: -$20,2642016Revenue 2017: $25,000Expenses 2017: $25,798Net Income 2017: -$7982017Revenue 2018: $25,000Expenses 2018: $25,025Net Income 2018: -$252018Revenue 2019: $35,000Expenses 2019: $34,679Net Income 2019: $3212019Revenue 2020: $35,000Expenses 2020: $33,295Net Income 2020: $1,7052020Revenue 2021: $35,000Expenses 2021: $31,821Net Income 2021: $3,1792021Revenue 2022: $35,000Expenses 2022: $35,033Net Income 2022: -$332022Revenue 2023: $35,000Expenses 2023: $29,756Net Income 2023: $5,2442023Revenue 2024: $35,000Expenses 2024: $37,113Net Income 2024: -$2,1132024

Highlighted filing

2014

Revenue$20,000
Expenses$20,610
Net Income-$610
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 2, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE W LUCAS JRPres/CEO/Director-$0--
NATALIE DELAGNES TALBOTTCFO-$0--
SARITA PATELSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Jwl Foundation
EIN
20-5884988
Phone
9259779060
Address
P O BOX 668, SAN ANSELMO, CA 94979

Signing Officer

Name
Sarita Patel
Title
Secretary
Phone
9259779060
Signed
2015-04-02
Discuss with paid preparer
Yes

Preparer

Firm
Howson & Simon Llp
Address
101 YGNACIO VALLEY RD 310, WALNUT CREEK, CA 94596
Preparer
Robert S Bradley
Phone
9259779060
Raw XML Appendix313 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/ZIPCd084109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd246350
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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/AppliedToCurrentYearAmt0875
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0875
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019734
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019881
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09815
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011058
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011058
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt088604
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019735
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019734
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019881
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019439
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09815
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020610
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019735
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt099662
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt079927
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GEORGE W LUCAS JR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0P O BOX 2009
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN RAFAEL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094912
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0600
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0600
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06084
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ORGANIZATION COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06084
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06084
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FTB FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARITA PATEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09259779060
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JWL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JWLF
ReturnHeader/Filer/EIN0205884988
ReturnHeader/Filer/PhoneNum09259779060
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 668
ReturnHeader/Filer/USAddress/CityNm0SAN ANSELMO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094979
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943054312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOWSON & SIMON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 YGNACIO VALLEY RD 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094596
ReturnHeader/PreparerPersonGrp/PhoneNum09259779060
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT S BRADLEY
ReturnHeader/ReturnTs02015-04-02T16:17:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,857
Liabilities
$0
Net assets
$6,857
Revenue
$20,000
Expenses
$20,610
Net income
-$610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$35.0$37.1$2.11
2023Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$35.0$29.8$5.24
2022Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$35.0$35.0$0.03
2021Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$35.0$31.8$3.18
2020Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$35.0$33.3$1.71
2019Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$35.0$34.7$0.32
2018Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$25.0$25.0$0.03
2017Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$25.0$25.8$0.80
2016Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$0.00$20.3$20.3
2015Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$21.0$0.66$20.3
2014Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$20.0$20.6$0.61
2013Summary only. Only limited summary data is available for this year.$7.47$0.00$21.0$20.2$0.81
2012Summary only. Only limited summary data is available for this year.$6.66$0.00$20.0$20.7$0.66
2011Summary only. Only limited summary data is available for this year.$7.32$0.00$21.0$20.2$0.80
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits