Civic Intelligence

The W a Mueller Foundation

990PF • Fiscal year 2017 • EIN 26-2548148

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

638 Camino de los MaresSan Clemente, CA 92673

(949) 498-1109

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

8th percentile

-64%

Higher net margin than 8% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.5%

Faster asset growth than 39% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

412%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$354,018

Down $9,070 (-2.5%) from 2016

Net Assets

Down

$354,018

Down $9,070 (-2.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$14,230

Up $11,453 (+412%) from 2016

Expenses

Down

$23,300

Down $1,666 (-6.7%) from 2016

Net Income

Up

-$9,070

Up $13,119 (+59%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $448,388Liabilities 2011: $0Net Assets 2011: $448,3882011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $431,308Liabilities 2013: $0Net Assets 2013: $431,3082013Assets 2014: $406,599Liabilities 2014: $0Net Assets 2014: $406,5992014Assets 2015: $385,277Liabilities 2015: $0Net Assets 2015: $385,2772015Assets 2016: $363,088Liabilities 2016: $0Net Assets 2016: $363,0882016Assets 2017: $354,018Liabilities 2017: $0Net Assets 2017: $354,0182017Assets 2018: $346,704Liabilities 2018: $0Net Assets 2018: $346,7042018Assets 2019: $338,845Liabilities 2019: $0Net Assets 2019: $338,8452019Assets 2020: $325,100Liabilities 2020: $0Net Assets 2020: $325,1002020Assets 2021: $429,291Liabilities 2021: $0Net Assets 2021: $429,2912021Assets 2022: $400,786Liabilities 2022: $0Net Assets 2022: $400,7862022Assets 2023: $376,629Liabilities 2023: $0Net Assets 2023: $376,6292023Assets 2024: $352,317Liabilities 2024: $0Net Assets 2024: $352,3172024

Highlighted filing

2017

Assets$354,018
Liabilities$0
Net Assets$354,018

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $34,3322011Expenses 2012: $40,7482012Revenue 2013: $16,771Expenses 2013: $30,228Net Income 2013: -$13,4572013Revenue 2014: $14,202Expenses 2014: $38,911Net Income 2014: -$24,7092014Revenue 2015: $9,734Expenses 2015: $31,056Net Income 2015: -$21,3222015Revenue 2016: $2,777Expenses 2016: $24,966Net Income 2016: -$22,1892016Revenue 2017: $14,230Expenses 2017: $23,300Net Income 2017: -$9,0702017Revenue 2018: $13,346Expenses 2018: $20,660Net Income 2018: -$7,3142018Revenue 2019: $14,972Expenses 2019: $22,831Net Income 2019: -$7,8592019Revenue 2020: $13,382Expenses 2020: $27,127Net Income 2020: -$13,7452020Revenue 2021: $136,464Expenses 2021: $32,273Net Income 2021: $104,1912021Revenue 2022: $14,446Expenses 2022: $42,951Net Income 2022: -$28,5052022Revenue 2023: $7,127Expenses 2023: $31,284Net Income 2023: -$24,1572023Revenue 2024: $15,122Expenses 2024: $39,434Net Income 2024: -$24,3122024

Highlighted filing

2017

Revenue$14,230
Expenses$23,300
Net Income-$9,070
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margarete M MuellerCEO-$0--
Suzanne C MoussaviSecretary-$0--
Richard A MuellerCFO-$0--
Filing and Contact Details

Filer

Filer Name
The W A Mueller Foundation
EIN
26-2548148
Phone
9494981109
Address
638 Camino de los Mares, San Clemente, CA 92673

Signing Officer

Name
Margarete M Mueller
Title
CEO
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Bryars Tolleson Spires & Whitton Llp
Address
27285 LAS RAMBLAS SUITE 180, MISSION VIEJO, CA 92691-6325
Preparer
Scott J Bryars CPA
Phone
9495991040
Raw XML Appendix330 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Misc under 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Saint Edwards Catholic Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Santiago de Compstela Catholic Chur
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Hillsdale College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4SMCHS Boys Soccer Program Shout Out
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5The Shea Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Saint Labre Indian School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Goodwill of OC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0638 Camino de los Mares
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt133926 Calle La Primavera
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt221682 Lake Forest Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt333 E College St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt422062 Antonio Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt526284 Oso Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6Tongue River Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7410 N Main
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Clemente
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Dana Pooint
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Lake Forest
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Hillsdale
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Rancho Santa Margari
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5San Juan Capistrano
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Ashland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Santa Ana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092673
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192629
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd349242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492688
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd659003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd792703
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019242
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/AppliedToCurrentYearAmt019242
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019388
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0146
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0425
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03625
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05369
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04004
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014358
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0146
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014212
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013423
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0425
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03625
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05369
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04004
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019242
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt027635
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027781
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03912
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Advisor Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03912
TaxesSchedule/TaxesDetail/Amt0146
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0146
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Margarete M Mueller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The W A Mueller Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WAMU
ReturnHeader/Filer/EIN0262548148
ReturnHeader/Filer/PhoneNum09494981109
ReturnHeader/Filer/USAddress/AddressLine1Txt0638 Camino de los Mares
ReturnHeader/Filer/USAddress/CityNm0San Clemente
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092673
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680654019
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRYARS TOLLESON SPIRES & WHITTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027285 LAS RAMBLAS SUITE 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSION VIEJO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926916325
ReturnHeader/PreparerPersonGrp/PhoneNum09495991040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT J BRYARS CPA
ReturnHeader/ReturnTs02018-05-11T17:20:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.15$0.39$0.24
2023Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.07$0.31$0.24
2022Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.14$0.43$0.29
2021Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$1.36$0.32$1.04
2020Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.13$0.27$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.15$0.23$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.13$0.21$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.14$0.23$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.03$0.25$0.22
2015Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.10$0.31$0.21
2014Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.14$0.39$0.25
2013Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.17$0.30$0.13
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.41
2011Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.34
Peer Organizations

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