Civic Intelligence

Stephen J Weaver Foundation Inc.

990PF • Fiscal year 2021 • EIN 22-3043448

Oct 01, 2020 to Sep 30, 2021 • Filed on Jan 25, 2022

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

70th percentile

25%

Higher net margin than 70% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

54th percentile

6.1%

Faster asset growth than 54% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

123%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$394,862

Up $22,775 (+6.1%) from 2020

Net Assets

Up

$394,862

Up $22,775 (+6.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$23,666

Up $13,075 (+123%) from 2020

Expenses

Up

$17,695

Up $155 (+0.9%) from 2020

Net Income

Up

$5,971

Up $12,920 (+186%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$394,862
Liabilities$0
Net Assets$394,862

Operations Trend

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

2021

Revenue$23,666
Expenses$17,695
Net Income$5,971
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jan 25, 2022
Return Version
2020v4.0
Compensation and Service Providers

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
2022-01-25
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 Appendix299 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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3293 Genesee St
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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/ZIPCd213502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd313501
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09674
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04662
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022357
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017695
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04662
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017695
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017695
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022357
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04662
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04368
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04368
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Dues and Subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NY State Dept Law Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01337
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21389
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01337
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21389
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Expense
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Coupe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-25
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/ReturnTs02022-01-25T09:12:19-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0James
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Coupe
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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