Civic Intelligence

William S and Nancy E Thompson Foundation

990PF • Fiscal year 2016 • EIN 20-6371108

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile

View Organization Page

660 Newport Center Drive No 1220Newport Beach, CA 92660

(949) 209-6210

Siviq Scores

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

Liabilities / Assets

27th percentile

0.06x

Higher debt load relative to assets than 27% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

50th percentile

0.44x

Higher debt load relative to revenue than 50% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

23rd percentile

$146,667

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2016 filings • $50M-$100M nonprofits • Source year 2016

Asset Growth

59th percentile

4.0%

Faster asset growth than 59% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

17%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$57,185,306

Up $2,192,755 (+4.0%) from 2015

Net Assets

Up

$53,850,866

Up $6,876,557 (+15%) from 2015

Liabilities

Down

$3,334,440

Down $4,683,802 (-58%) from 2015

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin95th percentile

Revenue

Up

$7,661,607

Up $1,096,528 (+17%) from 2015

Expenses

Down

$1,965,064

Down $5,599,259 (-74%) from 2015

Net Income

Up

$5,696,543

Up $6,695,787 (+670%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$100M$50M$0Assets 2011: $39,872,089Liabilities 2011: $02011Assets 2012: $42,993,872Liabilities 2012: $02012Assets 2013: $51,052,574Liabilities 2013: $4,012,5542013Assets 2014: $56,956,510Liabilities 2014: $5,015,5022014Assets 2015: $54,992,551Liabilities 2015: $8,018,242Net Assets 2015: $46,974,3092015Assets 2016: $57,185,306Liabilities 2016: $3,334,440Net Assets 2016: $53,850,8662016Assets 2017: $57,595,243Liabilities 2017: $3,125,794Net Assets 2017: $54,469,4492017Assets 2019: $64,951,697Liabilities 2019: $5,170,259Net Assets 2019: $59,781,4382019Assets 2020: $74,665,215Liabilities 2020: $220,000Net Assets 2020: $74,445,2152020Assets 2021: $84,169,133Liabilities 2021: $6,724,734Net Assets 2021: $77,444,3992021Assets 2022: $69,480,495Liabilities 2022: $2,526,257Net Assets 2022: $66,954,2382022Assets 2023: $74,154,248Liabilities 2023: $18,773,642Net Assets 2023: $55,380,6062023Assets 2024: $79,098,128Liabilities 2024: $6,801,443Net Assets 2024: $72,296,6852024

Highlighted filing

2016

Assets$57,185,306
Liabilities$3,334,440
Net Assets$53,850,866
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

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

$30M$20M$10M$0-$10M-$20MRevenue 2011: $2,448,897Expenses 2011: $2,282,633Net Income 2011: $166,2642011Revenue 2012: $6,138,129Expenses 2012: $3,147,833Net Income 2012: $2,990,2962012Revenue 2013: $7,367,414Expenses 2013: $1,502,128Net Income 2013: $5,865,2862013Revenue 2014: $11,182,942Expenses 2014: $4,044,056Net Income 2014: $7,138,8862014Revenue 2015: $6,565,079Expenses 2015: $7,564,323Net Income 2015: -$999,2442015Revenue 2016: $7,661,607Expenses 2016: $1,965,064Net Income 2016: $5,696,5432016Revenue 2017: $3,272,921Expenses 2017: $1,918,139Net Income 2017: $1,354,7822017Revenue 2019: $5,106,872Expenses 2019: -$160,930Net Income 2019: $5,267,8022019Revenue 2020: $4,814,141Expenses 2020: -$3,949,652Net Income 2020: $8,763,7932020Revenue 2021: $9,975,811Expenses 2021: $8,020,097Net Income 2021: $1,955,7142021Revenue 2022: $3,737,085Expenses 2022: $1,419,557Net Income 2022: $2,317,5282022Revenue 2023: $5,001,453Expenses 2023: $20,890,979Net Income 2023: -$15,889,5262023Revenue 2024: $7,753,615Expenses 2024: $636,827Net Income 2024: $7,116,7882024

Highlighted filing

2016

Revenue$7,661,607
Expenses$1,965,064
Net Income$5,696,543
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD C THOMPSONDirectorPT$146,667-$146,667
JENNIFER T LAVENSONCFOPT$45,000-$45,000
WILLIAM S THOMPSONTrustee-$0--
NANCY E THOMPSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The William S and Nancy E Thompson
EIN
20-6371108
Phone
9492096210
Address
660 NEWPORT CENTER DRIVE NO 1220, NEWPORT BEACH, CA 92660

Signing Officer

Name
Jennifer T Lavenson
Title
Trustee
Phone
9492096210
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
WRIGHT FORD YOUNG & CO CPA'S
Address
16140 SAND CANYON AVENUE, IRVINE, CA 92618-3715
Preparer
Ryan Working CPA
Phone
9499102727
Raw XML AppendixShowing 400 of 597 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3THE NIPPON VALUE INVESTORS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4WONDERWORK, INC. - PRI
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDELITY 8360 LONG TERM COVERED WASH SALES ADJ (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIDELITY 8360 LONG TERM COVERED (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIDELITY 8360 LONG TERM NONCOVERED (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FIDELITY 9755 SHORT TERM COVERED (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FIDELITY 9755 LONG TERM COVERED (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FIDELITY 9755 LONG TERM NONCOVERED WASH SALES ADJ (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6FIDELITY 8360 LONG TERM NONCOVERED WASH SALES ADJ (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7FIDELITY 9755 LONG TERM COVERED WASH SALES ADJ (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8FIDELITY 9755 LONG TERM NONCOVERED (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9THE NIPPON VALUE INVESTORS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10THE NIPPON VALUE INVESTORS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01516514
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05696543
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01180014
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt053850866
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt046974309
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt053850866
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02327810
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02327810
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02327810
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02351873
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt024063
IRS990PF/DistributableAmountGrp/TotalTaxAmt024063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt052734
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0126797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt024063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0102734
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt050000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt024063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt024063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0126797
IRS990PF/FMVAssetsEOYAmt057185306
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07449745
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08257190
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08257190
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt08018242
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt03293440
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0444253
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0500635
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0500635
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt044587678
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt042233496
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt042233496
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt041000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt046097
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0102734
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0102734
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02464778
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06091251
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06091251
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt054992551
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt057185306
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt057185306
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt08018242
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03334440
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt054992551
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt057185306
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt046974309
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt053850866
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt046974309
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt053850866
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt047753769
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03274401
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt044479368
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0716307
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02351873
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt047037462
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt047753769
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0WILLIAM THOMPSON III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0274792
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVEST MGMT CONSULT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0660 NEWPORT CENTER DRIVE 1220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd092660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt330.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt245000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3146667
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM S THOMPSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NANCY E THOMPSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JENNIFER T LAVENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DONALD C THOMPSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0660 NEWPORT CENTER DRIVESTE 1220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1660 NEWPORT CENTER DRIVESTE 1220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2660 NEWPORT CENTER DRIVESTE 1220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3660 NEWPORT CENTER DRIVESTE 1220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd392660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04520818
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04544881
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04146631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05200304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt06682366
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02884484
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01956900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.096111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.088752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.118170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.155086
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.071562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt024063
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt047037462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt046721332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt044007141
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt043088075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt040307631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt041651362
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt06281001
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.480553
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06256938
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06281001
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt024063
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06281001
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JENNIFER T LAVENSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0660 NEWPORT CENTER DRIVE 1220
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWPORT BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092660
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09492096210
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM S THOMPSON
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1NANCY E THOMPSON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt02000000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt11000000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt3500000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0CHAPMAN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2ORANGEWOOD CHILDREN'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3CALIFORNIA CHARTER SCHOOLS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0ONE UNIVERSITY DRIVE

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$57,185,306
Liabilities
$3,334,440
Net assets
$53,850,866
Revenue
$7,661,607
Expenses
$1,965,064
Net income
$5,696,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$79.1$6.80$72.3$7.75$0.64$7.12
2023Detailed filing. Detailed filing data is available for this year.$74.2$18.8$55.4$5.00$20.9$15.9
2022Detailed filing. Detailed filing data is available for this year.$69.5$2.53$67.0$3.74$1.42$2.32
2021Detailed filing. Detailed filing data is available for this year.$84.2$6.72$77.4$9.98$8.02$1.96
2020Detailed filing. Detailed filing data is available for this year.$74.7$0.22$74.4$4.81$3.95$8.76
2019Detailed filing. Detailed filing data is available for this year.$65.0$5.17$59.8$5.11$0.16$5.27
2017Detailed filing. Detailed filing data is available for this year.$57.6$3.13$54.5$3.27$1.92$1.35
2016Detailed filing. Detailed filing data is available for this year.$57.2$3.33$53.9$7.66$1.97$5.70
2015Detailed filing. Detailed filing data is available for this year.$55.0$8.02$47.0$6.57$7.56$1.00
2014Summary only. Only limited summary data is available for this year.$57.0$5.02$11.2$4.04$7.14
2013Summary only. Only limited summary data is available for this year.$51.1$4.01$7.37$1.50$5.87
2012Summary only. Only limited summary data is available for this year.$43.0$0.00$6.14$3.15$2.99
2011Summary only. Only limited summary data is available for this year.$39.9$0.00$2.45$2.28$0.17