Civic Intelligence

Stephen J Weaver Foundation Inc.

990PF • Fiscal year 2019 • EIN 22-3043448

Oct 01, 2018 to Sep 30, 2019 • Filed on Jan 21, 2020

Organization Profile
705 Winthrop RoadSan Marino, CA 91108

(213) 406-1171

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

64th percentile

9.1%

Faster asset growth than 64% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$351,590

Up $29,439 (+9.1%) from 2018

Net Assets

Up

$351,590

Up $29,439 (+9.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin87th percentile

Revenue

Down

$40,506

Down $8,398 (-17%) from 2018

Expenses

Up

$25,092

Up $798 (+3.3%) from 2018

Net Income

Down

$15,414

Down $9,196 (-37%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$600K$400K$200K$0Assets 2011: $243,077Liabilities 2011: $02011Assets 2012: $241,030Liabilities 2012: $0Net Assets 2012: $241,0302012Assets 2013: $214,040Liabilities 2013: $02013Assets 2014: $220,363Liabilities 2014: $02014Assets 2015: $227,554Liabilities 2015: $0Net Assets 2015: $227,5542015Assets 2016: $244,307Liabilities 2016: $0Net Assets 2016: $244,3072016Assets 2017: $285,062Liabilities 2017: $0Net Assets 2017: $285,0622017Assets 2018: $322,151Liabilities 2018: $0Net Assets 2018: $322,1512018Assets 2019: $351,590Liabilities 2019: $0Net Assets 2019: $351,5902019Assets 2020: $372,087Liabilities 2020: $0Net Assets 2020: $372,0872020Assets 2021: $394,862Liabilities 2021: $0Net Assets 2021: $394,8622021Assets 2022: $413,595Liabilities 2022: $0Net Assets 2022: $413,5952022Assets 2023: $418,536Liabilities 2023: $0Net Assets 2023: $418,5362023Assets 2024: $435,771Liabilities 2024: $0Net Assets 2024: $435,7712024Assets 2025: $446,830Liabilities 2025: $0Net Assets 2025: $446,8302025

Highlighted filing

2019

Assets$351,590
Liabilities$0
Net Assets$351,590
Open 2019 Filing

Operations Trend

Revenue Growth27th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $7,513Expenses 2011: $10,456Net Income 2011: -$2,9432011Expenses 2012: $9,2732012Revenue 2013: $8,730Expenses 2013: $10,914Net Income 2013: -$2,1842013Revenue 2014: -$32Expenses 2014: $6,479Net Income 2014: -$6,5112014Revenue 2015: $6,624Expenses 2015: $10,597Net Income 2015: -$3,9732015Revenue 2016: $37,411Expenses 2016: $11,506Net Income 2016: $25,9052016Revenue 2017: $31,280Expenses 2017: $19,285Net Income 2017: $11,9952017Revenue 2018: $48,904Expenses 2018: $24,294Net Income 2018: $24,6102018Revenue 2019: $40,506Expenses 2019: $25,092Net Income 2019: $15,4142019Revenue 2020: $10,591Expenses 2020: $17,540Net Income 2020: -$6,9492020Revenue 2021: $23,666Expenses 2021: $17,695Net Income 2021: $5,9712021Revenue 2022: $20,833Expenses 2022: $9,502Net Income 2022: $11,3312022Revenue 2023: $2,853Expenses 2023: $11,200Net Income 2023: -$8,3472023Revenue 2024: $15,886Expenses 2024: $15,637Net Income 2024: $2492024Revenue 2025: $13,188Expenses 2025: $16,995Net Income 2025: -$3,8072025

Highlighted filing

2019

Revenue$40,506
Expenses$25,092
Net Income$15,414
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jan 21, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James CoupePresident/TreasPT$0--
Andrea CoupeDir/VP/Sec-$0--
Helen CoupeAsst VP/Sec-$0--
Benjamin W CoupeAsst VP/Sec-$0--
Filing and Contact Details

Filer

Filer Name
Stephen J Weaver Foundation
EIN
22-3043448
Phone
2134061171
Address
705 Winthrop Road, San Marino, CA 91108

Signing Officer

Name
James Coupe
Title
President
Signed
2020-01-21
Discuss with paid preparer
Yes

Preparer

Firm
Certified Tax & Financial Service
Address
3703 Long Beach Blvd STE 400, Long Beach, CA 90807
Preparer
Louis V Santoro
Phone
5624261585
Raw XML Appendix332 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 Coupe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Andrea Coupe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Helen Coupe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Benjamin W Coupe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President/Treas
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0705 Winthrop Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0San Marino
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0911081707
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0James Coupe
IRS990PF/StatementsRegardingActyGrp/PhoneNum02134061171
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02591
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12358
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21413
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32992
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Gen Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Gen Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Vanderbilt Univ Law School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Alexander Hamiton Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Rescue Mission of Utica
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Munson Williams Proctor Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0211 Kirkland Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121 West Park Row
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2293 Genesee St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3310 Genesee St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Nashville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Clinton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Utica
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Utica
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd113323
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd213501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd313502
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09354
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06592
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018436
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019427
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025028
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012835
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018436
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt010163
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt010163
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0594
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal Tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Dues and Subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NY State Dept Law Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0465
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11689
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3165
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0465
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11689
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3165
TaxesSchedule/TaxesDetail/Amt064
TaxesSchedule/TaxesDetail/CategoryTxt0Fidelity-Foreign Tax
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Coupe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stephen J Weaver Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0223043448
ReturnHeader/Filer/PhoneNum02134061171
ReturnHeader/Filer/USAddress/AddressLine1Txt0705 Winthrop Road
ReturnHeader/Filer/USAddress/CityNm0San Marino
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208148382
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Certified Tax & Financial Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03703 Long Beach Blvd STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Long Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090807
ReturnHeader/PreparerPersonGrp/PhoneNum05624261585
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louis V Santoro
ReturnHeader/ReturnTs02020-01-21T14:01:45-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$351,590
Liabilities
$0
Net assets
$351,590
Revenue
$40,506
Expenses
$25,092
Net income
$15,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.13$0.17$0.04
2024Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.16$0.16$0.00
2023Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.03$0.11$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.21$0.10$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.24$0.18$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.11$0.18$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.41$0.25$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.49$0.24$0.25
2017Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.31$0.19$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.37$0.12$0.26
2015Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.07$0.11$0.04
2014Summary only. Only limited summary data is available for this year.$2.20$0.00$0.00$0.06$0.07
2013Summary only. Only limited summary data is available for this year.$2.14$0.00$0.09$0.11$0.02
2012Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.09
2011Summary only. Only limited summary data is available for this year.$2.43$0.00$0.08$0.10$0.03