Civic Intelligence

Ann J & Edward P Mckenna Foundation

990PF • Fiscal year 2017 • EIN 26-4609828

Nov 01, 2016 to Oct 31, 2017 • Filed on Jan 24, 2018

6008 Friends AvenueWhittier, CA 90601

(562) 696-3852

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

5th percentile

-131%

Higher net margin than 5% 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

8th percentile

-49%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

5th percentile

-74%

Faster revenue growth than 5% of similar nonprofits.

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

Assets

Down

$2,385

Down $2,282 (-49%) from 2016

Net Assets

Down

$2,385

Down $2,282 (-49%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$2,025

Down $5,842 (-74%) from 2016

Expenses

Down

$4,672

Down $559 (-11%) from 2016

Net Income

Down

-$2,647

Down $5,283 (-200%) from 2016

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2012: $2,272Liabilities 2012: $0Net Assets 2012: $2,2722012Assets 2013: $522Liabilities 2013: $0Net Assets 2013: $5222013Assets 2014: $4,170Liabilities 2014: $0Net Assets 2014: $4,1702014Assets 2015: $2,031Liabilities 2015: $0Net Assets 2015: $2,0312015Assets 2016: $4,667Liabilities 2016: $0Net Assets 2016: $4,6672016Assets 2017: $2,385Liabilities 2017: $0Net Assets 2017: $2,3852017Assets 2018: $18,517Liabilities 2018: $0Net Assets 2018: $18,5172018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2017

Assets$2,385
Liabilities$0
Net Assets$2,385

Operations Trend

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

$40K$20K$0-$20KExpenses 2012: $13,8202012Expenses 2013: $10,5002013Revenue 2014: $9,502Expenses 2014: $5,854Net Income 2014: $3,6482014Revenue 2015: $10,216Expenses 2015: $12,355Net Income 2015: -$2,1392015Revenue 2016: $7,867Expenses 2016: $5,231Net Income 2016: $2,6362016Revenue 2017: $2,025Expenses 2017: $4,672Net Income 2017: -$2,6472017Revenue 2018: $26,596Expenses 2018: $10,464Net Income 2018: $16,1322018Revenue 2019: $10,871Expenses 2019: $29,388Net Income 2019: -$18,5172019

Highlighted filing

2017

Revenue$2,025
Expenses$4,672
Net Income-$2,647
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Jan 24, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN J MCKENNAPres, Director & Tru-$0--
JEANETTE A MCKENNASec, Treas, Director-$0--
JOHN A MCKENNADir., & Trustee-$0--
CHARLES C MCKENNADir., & Trustee-$0--
FRANCIS J MCKENNADir., & Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-HOMELESS & AT-RISK YOUTH-LOS ANGELES, CA, US$1,000
Paid Grant-IN MEMORY OF EILEEN O'BRIEN-CHICAGO, IL, US$1,000
Paid Grant-NATHAN CONTRERAS-DAVIS, CA, US$850
Paid Grant-DONATION-SANTA MONICA, CA, US$500
Paid Grant-DONATION-CARSON CITY, NV, US$100
Paid Grant-DONATION-SAN DIEGO, CA, US$100
Filing and Contact Details

Filer

Filer Name
Ann J & Edward P Mckenna Foundation
EIN
26-4609828
Phone
5626963852
Address
6008 FRIENDS AVENUE, WHITTIER, CA 90601

Signing Officer

Name
Jeanette a Mckenna
Title
Sec, Treas, Director
Signed
2018-01-24
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Theisen Accountancy Corporation
Address
16143 East Whittier Blvd, Whittier, CA 90603
Preparer
Thomas Theisen
Phone
5629478888
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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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ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANETTE A MCKENNA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC, TREAS, DIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANN J & EDWARD P MCKENNA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANNJ
ReturnHeader/Filer/EIN0264609828
ReturnHeader/Filer/PhoneNum05626963852
ReturnHeader/Filer/USAddress/AddressLine1Txt06008 FRIENDS AVENUE
ReturnHeader/Filer/USAddress/CityNm0WHITTIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas Theisen Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016143 East Whittier Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whittier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090603
ReturnHeader/PreparerPersonGrp/PhoneNum05629478888
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS THEISEN
ReturnHeader/ReturnTs02018-01-24T16:01:11-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

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