Civic Intelligence

James and Ann Verhey Foundation

EIN 20-7481830 • Napa, CA

4245 Big Ranch RoadNapa, CA 94558
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 2022

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

1st percentile

-30663%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-94%

Faster revenue growth than 7% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $457,186 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $457,186 (-100%) from 2021

Operations
Liabilities / Revenue66th percentileNet Margin1st percentile

Revenue

Down

$1,491

Down $21,726 (-94%) from 2021

Expenses

Up

$458,677

Up $442,721 (+2775%) from 2021

Net Income

Down

-$457,186

Down $464,447 (-6396%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$600K$400K$200K$0Assets 2011: $162,244Liabilities 2011: $02011Assets 2012: $241,605Liabilities 2012: $02012Assets 2013: $262,904Liabilities 2013: $0Net Assets 2013: $262,9042013Assets 2014: $264,998Liabilities 2014: $02014Assets 2015: $273,502Liabilities 2015: $02015Assets 2016: $276,370Liabilities 2016: $0Net Assets 2016: $276,3702016Assets 2017: $433,465Liabilities 2017: $0Net Assets 2017: $433,4652017Assets 2018: $412,815Liabilities 2018: $0Net Assets 2018: $412,8152018Assets 2019: $461,181Liabilities 2019: $0Net Assets 2019: $461,1812019Assets 2020: $449,925Liabilities 2020: $0Net Assets 2020: $449,9252020Assets 2021: $457,186Liabilities 2021: $0Net Assets 2021: $457,1862021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth7th percentile

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

$500K$0-$500KRevenue 2011: $30,852Expenses 2011: $3,096Net Income 2011: $27,7562011Revenue 2012: $83,001Expenses 2012: $3,640Net Income 2012: $79,3612012Revenue 2013: $20,000Expenses 2013: $6,220Net Income 2013: $13,7802013Revenue 2014: $8,741Expenses 2014: $6,745Net Income 2014: $1,9962014Revenue 2015: $10,689Expenses 2015: $6,823Net Income 2015: $3,8662015Revenue 2016: $11,867Expenses 2016: $7,870Net Income 2016: $3,9972016Revenue 2017: $164,517Expenses 2017: $7,352Net Income 2017: $157,1652017Revenue 2018: -$6,694Expenses 2018: $9,530Net Income 2018: -$16,2242018Revenue 2019: $61,605Expenses 2019: $13,239Net Income 2019: $48,3662019Revenue 2020: $4,723Expenses 2020: $15,979Net Income 2020: -$11,2562020Revenue 2021: $23,217Expenses 2021: $15,956Net Income 2021: $7,2612021Revenue 2022: $1,491Expenses 2022: $458,677Net Income 2022: -$457,1862022

Highlighted filing

2022

Revenue$1,491
Expenses$458,677
Net Income-$457,186
Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,491
Expenses
$458,677
Net income
-$457,186
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$4.59$4.57
2021Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.23$0.16$0.07
2020Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.05$0.16$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.62$0.13$0.48
2018Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.07$0.10$0.16
2017Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$1.65$0.07$1.57
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.12$0.08$0.04
2015Summary only. Only limited summary data is available for this year.$2.74$0.00$0.11$0.07$0.04
2014Summary only. Only limited summary data is available for this year.$2.65$0.00$0.09$0.07$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.20$0.06$0.14
2012Summary only. Only limited summary data is available for this year.$2.42$0.00$0.83$0.04$0.79
2011Summary only. Only limited summary data is available for this year.$1.62$0.00$0.31$0.03$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Jan 31, 2022
Signed
Jun 14, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES F VERHEYTrustee-$0--
ANN VERHEYTrustee-$0--
RYAN VERHEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
James and Ann Verhey Foundation
EIN
20-7481830
Phone
7074860355
Address
4245 BIG RANCH ROAD, NAPA, CA 94558

Signing Officer

Name
James F Verhey
Title
Trustee
Signed
2022-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Linkenheimer Llp
Address
187 CONCOURSE BLVD, SANTA ROSA, CA 95403-0968
Preparer
Kerri E Berry
Phone
7075460272
Raw XML Appendix228 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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TaxesSchedule/TaxesDetail/CategoryTxt1PRIOR YEAR TAXES
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0954030968
ReturnHeader/PreparerPersonGrp/PhoneNum07075460272
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERRI E BERRY
ReturnHeader/ReturnTs02022-06-14T17:57:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES F
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VERHEY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-01-31
ReturnHeader/TaxYr02021

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