Civic Intelligence

James and Ann Verhey Foundation

990PF • Fiscal year 2018 • EIN 20-7481830

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 22, 2019

Organization Profile
4221 Big Ranch RoadNapa, CA 94558

(707) 486-0355

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

100th percentile

242%

Higher net margin than 100% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

36th percentile

-4.8%

Faster asset growth than 36% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$412,815

Down $20,650 (-4.8%) from 2017

Net Assets

Down

$412,815

Down $20,650 (-4.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$6,694

Down $171,211 (-104%) from 2017

Expenses

Up

$9,530

Up $2,178 (+30%) from 2017

Net Income

Down

-$16,224

Down $173,389 (-110%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$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

2018

Assets$412,815
Liabilities$0
Net Assets$412,815
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2018

Revenue-$6,694
Expenses$9,530
Net Income-$16,224
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 22, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th 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
4221 Big Ranch Road, Napa, CA 94558

Signing Officer

Name
James F Verhey
Title
Trustee
Phone
7074860355
Signed
2019-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Robert H Hull Jr CPA
Address
4119 Hidden Oaks Road, Santa Barbara, CA 93105
Preparer
Robert Hull CPA
Phone
8052525191
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/PersonNm0James F Verhey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Ann Verhey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ryan Verhey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14221 Big Ranch Road
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0James Verhey
IRS990PF/StatementsRegardingActyGrp/PhoneNum07079275180
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0James Verhey
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04583
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TaxesSchedule/TaxesDetail/Amt0141
TaxesSchedule/TaxesDetail/Amt13289
TaxesSchedule/TaxesDetail/Amt2832
TaxesSchedule/TaxesDetail/CategoryTxt0ADR Fees
TaxesSchedule/TaxesDetail/CategoryTxt1Federal and CA Tax
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Tax Paid
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James F Verhey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07074860355
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0James and Ann Verhey Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0207481830
ReturnHeader/Filer/PhoneNum07074860355
ReturnHeader/Filer/USAddress/AddressLine1Txt04221 Big Ranch Road
ReturnHeader/Filer/USAddress/CityNm0Napa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094558
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0542178304
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT H HULL JR CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04119 Hidden Oaks Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Barbara
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093105
ReturnHeader/PreparerPersonGrp/PhoneNum08052525191
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Hull CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-04-28T16:01:07-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$412,815
Liabilities
$0
Net assets
$412,815
Revenue
-$6,694
Expenses
$9,530
Net income
-$16,224
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