Civic Intelligence

William S and Nancy E Thompson Foundation

990PF • Fiscal year 2017 • EIN 20-6371108

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile
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

28th percentile

0.05x

Higher debt load relative to assets than 28% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.96x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

87th percentile

41%

Higher net margin than 87% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

24th percentile

$150,000

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

28th percentile

0.7%

Faster asset growth than 28% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-57%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$57,595,243

Up $409,937 (+0.7%) from 2016

Net Assets

Up

$54,469,449

Up $618,583 (+1.1%) from 2016

Liabilities

Down

$3,125,794

Down $208,646 (-6.3%) from 2016

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin87th percentile

Revenue

Down

$3,272,921

Down $4,388,686 (-57%) from 2016

Expenses

Down

$1,918,139

Down $46,925 (-2.4%) from 2016

Net Income

Down

$1,354,782

Down $4,341,761 (-76%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2017

Assets$57,595,243
Liabilities$3,125,794
Net Assets$54,469,449
Open 2017 Filing

Operations Trend

Revenue Growth3rd 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

2017

Revenue$3,272,921
Expenses$1,918,139
Net Income$1,354,782
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD C THOMPSONDirectorPT$150,000-$150,000
JENNIFER T LAVENSONCFOPT$52,500-$52,500
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
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
WRIGHT FORD YOUNG & CO CPA'S
Address
16140 SAND CANYON AVENUE, IRVINE, CA 92618-3715
Preparer
Marisa E Alvarado
Phone
9499102727
Raw XML AppendixShowing 400 of 608 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FIDELITY 9755 LONG TERM NONCOVERED (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5NIPPON VALUE INVESTORS JAPANESE EQUITY TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6NIPPON VALUE INVESTORS JAPANESE EQUITY TRUST
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04146631
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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
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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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
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1NANCY E THOMPSON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0250000
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt275000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt4150000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt5100000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt6114000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt7492000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt8270000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt950000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt6GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt7GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt8GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt9GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0CALIFORNIA CHARTER SCHOOLS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1CHAPMAN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2ORANGEWOOD CHILDREN'S FOUNDATION - BEVERLEY'S HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3ORANGEWOOD CHILDREN'S FOUNDATION - LIGHTHOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt4PACIFIC SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt5JESSE LEWIS CHOOSE LOVE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt6CHAPMAN UNIVERSITY - FAST
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt7CHAPMAN UNIVERSITY - I-TAC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt8CALIFORNIA CHARTER SCHOOLS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt9AFFTON EDUCATION FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt8PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt9PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0250 E 1ST STREET SUITE 1000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt1ONE UNIVERSITY DRIVE

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,595,243
Liabilities
$3,125,794
Net assets
$54,469,449
Revenue
$3,272,921
Expenses
$1,918,139
Net income
$1,354,782
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