Civic Intelligence

John H Warner Jr and Helga M Warner

EIN 26-0789554 • LA Jolla, CA

P O Box 2929LA Jolla, CA 92038
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

72nd percentile

23%

Higher net margin than 72% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

15th percentile

-9.5%

Faster asset growth than 15% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

187%

Faster revenue growth than 92% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,264,178

Down $132,245 (-9.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,264,178

Down $132,245 (-9.5%) from 2023

Revenue

Up

$216,586

Up $141,107 (+187%) from 2023

Expenses

Up

$167,044

Up $73,921 (+79%) from 2023

Net Income

Up

$49,542

Up $67,186 (+381%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,758,057Liabilities 2012: $0Net Assets 2012: $1,758,0572012Assets 2013: $1,976,634Liabilities 2013: $0Net Assets 2013: $1,976,6342013Assets 2014: $2,096,645Liabilities 2014: $0Net Assets 2014: $2,096,6452014Assets 2015: $2,049,667Liabilities 2015: $0Net Assets 2015: $2,049,6672015Assets 2016: $2,196,472Liabilities 2016: $0Net Assets 2016: $2,196,4722016Assets 2017: $2,355,676Liabilities 2017: $0Net Assets 2017: $2,355,6762017Assets 2018: $2,008,955Liabilities 2018: $0Net Assets 2018: $2,008,9552018Assets 2019: $1,924,081Liabilities 2019: $0Net Assets 2019: $1,924,0812019Assets 2020: $1,704,186Liabilities 2020: $0Net Assets 2020: $1,704,1862020Assets 2021: $1,361,754Liabilities 2021: $0Net Assets 2021: $1,361,7542021Assets 2022: $1,336,852Liabilities 2022: $0Net Assets 2022: $1,336,8522022Assets 2023: $1,396,423Liabilities 2023: $0Net Assets 2023: $1,396,4232023Assets 2024: $1,264,178Liabilities 2024: $0Net Assets 2024: $1,264,1782024

Highlighted filing

2024

Assets$1,264,178
Liabilities$0
Net Assets$1,264,178

Operations Trend

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

$500K$0-$500KExpenses 2012: $111,7102012Revenue 2013: $276,114Expenses 2013: $122,668Net Income 2013: $153,4462013Revenue 2014: $283,599Expenses 2014: $175,625Net Income 2014: $107,9742014Revenue 2015: $162,910Expenses 2015: $132,387Net Income 2015: $30,5232015Revenue 2016: $175,887Expenses 2016: $134,618Net Income 2016: $41,2692016Revenue 2017: $248,589Expenses 2017: $144,779Net Income 2017: $103,8102017Revenue 2018: $105,097Expenses 2018: $189,437Net Income 2018: -$84,3402018Revenue 2019: $96,115Expenses 2019: $173,837Net Income 2019: -$77,7222019Revenue 2020: $348,562Expenses 2020: $452,874Net Income 2020: -$104,3122020Revenue 2021: $76,577Expenses 2021: $444,271Net Income 2021: -$367,6942021Revenue 2022: $180,059Expenses 2022: $87,438Net Income 2022: $92,6212022Revenue 2023: $75,479Expenses 2023: $93,123Net Income 2023: -$17,6442023Revenue 2024: $216,586Expenses 2024: $167,044Net Income 2024: $49,5422024

Highlighted filing

2024

Revenue$216,586
Expenses$167,044
Net Income$49,542

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 21, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD K CIRCUITDirector-$510-$510
JOHN H WARNERDirector-$0--
HELGA M WARNERDirector-$0--
Filing and Contact Details

Filer

Filer Name
John H Warner Jr and Helga M Warner
EIN
26-0789554
Phone
8584540063
Address
P O BOX 2929, LA JOLLA, CA 92038

Signing Officer

Name
John H Warner
Title
Secretary
Signed
2025-03-21
Discuss with paid preparer
Yes

Preparer

Firm
Muench And Shaffer CPA
Address
7816 Ivanhoe Ave 4, La Jolla, CA 92037
Preparer
Jerry Shaffer
Phone
8585871112
Raw XML Appendix385 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/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07450 OLIVETAS 251
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LA JOLLA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092037
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOHN H WARNER
IRS990PF/StatementsRegardingActyGrp/PhoneNum08582058070
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CHARITABLE CONTRIBUTIONS TO PUBLIC CHARITIES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GRANT APPLICATIONS SHOULD INCLUDE A DESCRIPTION AND HISTORY OF THE ORGANIZATION, FINANCIAL STATEMENTS AND FUTURE FINANCIAL NEEDS OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOHN AND HELGA WARNER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08584540844
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt07450 OLIVETAS 251
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LA JOLLA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd092037
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO RESTRICTIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0DECEMBER 1
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN H WARNER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1HELGA M WARNER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SAN DIEGO HISTORY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1THE ATHENAEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2HAWAII BAPTIST ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01649 EL PRADO SUITE 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11008 WALL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2420 WYLLIE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd296817
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0155000
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/ExcessDistributionCyovYr1Amt093123
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt087438
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0444271
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0452874
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0173837
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0173837
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01244750
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0167044
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt093123
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt087438
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0444271
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0452874
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0167044
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0167044
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01418587
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01251543
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0181787
OtherDecreasesSchedule/OtherDecreasesDetail/Desc00
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/Amt1708
TaxesSchedule/TaxesDetail/Amt21110
TaxesSchedule/TaxesDetail/CategoryTxt0CHARITABLE TRUSTS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON DIVIENDS
TaxesSchedule/TaxesDetail/CategoryTxt2US TREASURY IRS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt050
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1708
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt21110
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN H WARNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN H WARNER JR AND HELGA M WARNER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0260789554
ReturnHeader/Filer/PhoneNum08584540063
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2929
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092038
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460779249
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Muench And Shaffer CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07816 Ivanhoe Ave 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Jolla
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092037
ReturnHeader/PreparerPersonGrp/PhoneNum08585871112
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERRY SHAFFER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-21T21:27:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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