Civic Intelligence

Weston Havens Foundation Tr

990PF • Fiscal year 2023 • EIN 30-6051962

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

13th percentile

-39%

Higher net margin than 13% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$168,843

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

18th percentile

-3.4%

Faster asset growth than 18% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-75%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$26,818,753

Down $949,883 (-3.4%) from 2022

Net Assets

Down

$26,818,753

Down $949,883 (-3.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin13th percentile

Revenue

Down

$1,245,662

Down $3,659,036 (-75%) from 2022

Expenses

Down

$1,729,969

Down $341,831 (-16%) from 2022

Net Income

Down

-$484,307

Down $3,317,205 (-117%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$30M$20M$10M$0Assets 2021: $23,985,442Liabilities 2021: $0Net Assets 2021: $23,985,4422021Assets 2022: $27,768,636Liabilities 2022: $0Net Assets 2022: $27,768,6362022Assets 2023: $26,818,753Liabilities 2023: $0Net Assets 2023: $26,818,7532023Assets 2024: $26,194,088Liabilities 2024: $0Net Assets 2024: $26,194,0882024

Highlighted filing

2023

Assets$26,818,753
Liabilities$0
Net Assets$26,818,753
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2021: $1,723,285Expenses 2021: $2,203,186Net Income 2021: -$479,9012021Revenue 2022: $4,904,698Expenses 2022: $2,071,800Net Income 2022: $2,832,8982022Revenue 2023: $1,245,662Expenses 2023: $1,729,969Net Income 2023: -$484,3072023Revenue 2024: $871,941Expenses 2024: $1,392,705Net Income 2024: -$520,7642024

Highlighted filing

2023

Revenue$1,245,662
Expenses$1,729,969
Net Income-$484,307
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$168,843-$168,843
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCALIFORNIA INSTITUTE OF TECHNOLOGYGENERAL OPERATINGPCPASADENA, CA, US$505,440
Paid GrantLELAND STANFORD JUNIOR UNIVERSITYGENERAL OPERATINGPCCHICAGO, IL, US$500,000
Paid GrantUNIVERSITY OF CALIFORNIA SAN FRANCISCOGENERAL OPERATINGPCSAN FRANCISCO, CA, US$358,706
Filing and Contact Details

Filer

Filer Name
Weston Havens Foundation
EIN
30-6051962
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2729429L105 EPIROC AB-UNSP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28H01301128 ALCON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29749607107 RLI CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30G98239109 XP INC - CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31595017104 MICROCHIP TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32832696405 JM SMUCKER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33171269103 CHUGAI PHARMACEUTIC-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34303075105 FACTSET RESH SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37136375102 CANADIAN NATL RR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3805946K101 BANCO BILBAO VIZCAYA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3980687P106 SCHNEIDER ELECTRIC S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40344419106 FOMENTO ECONOMICO ME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4145104G104 ICICI BANK LTD. - AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4265479L108 NITORI HLDGS CO LTD-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43262037104 DRIL-QUIP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44384802104 GRAINGER W W INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4675524B104 RBC BEARINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47257651109 DONALDSON CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48005098108 ACUSHNET HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49254687106 WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50221006109 CORVEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51009126202 AIR LIQUIDE - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52237545108 DASSAULT SYSTEMES S.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5305945F103 BANCFIRST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54307305102 FANUC CORPORATION AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5532051X108 FIRST HAWAIIAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56049255706 ATLAS COPCO AB ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5705278C107 AUTOHOME INC-ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5872341E304 PING AN INSURANCE-AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59857477103 STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6091324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6154338V101 LONZA GROUP AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62571748102 MARSH & MCLENNAN COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64829073105 SIMPSON MFG INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6512591J207 CSPC PHARMACEUTICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66302941109 FTI CONSULTING INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6704316A108 ARTISAN PARTNERS ASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68384109104 GRACO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69767204100 RIO TINTO PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70818800104 SGS SA ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71501044101 KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7226876F102 ENN ENERGY HOLDINGS-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7303073E105 AMERISOURCEBERGEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7400783V104 ADYEN NV-UNSPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75778296103 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7637940X102 GLOBAL PMTS INC W/I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77718172109 PHILIP MORRIS INTERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78891092108 TORO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79824841407 SHISEIDO CO., LTD. -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80942749102 WATTS WATER TECHNOLO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81500458401 KOMATSU LIMITED - AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8287184P109 SYSMEX CORP-UNSPON A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8302319V103 AMBEV SA-SPN ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8423304Y100 DBS GROUP HOLDINGS L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85871829107 SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86191216100 COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87049904105 ATRION CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8860786M105 MOELIS & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89502117203 L'OREAL - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91256677105 DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92515098101 LANDSTAR SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93001317205 AIA GROUP LTD-SP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94205887102 CONAGRA BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95771195104 ROCHE HOLDINGS LTD -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96548661107 LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97803054204 SAP SE ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98053015103 AUTOMATIC DATA PROCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99426281101 HENRY JACK & ASSOC I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10029109X106 ASPEN TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101501173207 KUBOTA LIMITED - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102902973304 US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10388032Q109 TENCENT HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105G97822103 PERRIGO CO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106641069406 NESTLE S.A. REGISTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10745662N103 INFINEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108038336103 APTARGROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109071813109 BAXTER INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110233802107 DAIFUKU CO LTD - UNS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111405552100 HALEON PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112492089107 KERINGIUNSPONSORED A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113493732101 K.FORCE, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11456501R106 MANULIFE FINANCIAL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115654106103 NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116817565104 SERVICE CORP INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11782455C101 SHIMANO INC-UNSPON A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118G2519Y108 CREDICORP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119G54950103 NEW LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120SEE ATTACHED
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41107967
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt856350
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22126821
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2485
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2671357
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27360737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28278006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29274572
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30345569
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31261602
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32194235
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33700000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt341278080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt351310442
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt361528582
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37411375
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17HF990162 PORTFOLIO ADV SECOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27HF990153 PINEBRIDGE PEP IV (N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt378462F103 SPDR S & P 500 ETF T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4256206103 DODGE & COX INTL STO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77HN991036 TIG ARBITRAGE ENHANC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87HF990067 LYME FOREST FD IV TE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97HF99EC17 ENERGY CAP MEZZANINE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11091936187 BLACKROCK DEV R/E IN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137HF990159 ORBIMED ASIA PARTNER

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,818,753
Liabilities
$0
Net assets
$26,818,753
Revenue
$1,245,662
Expenses
$1,729,969
Net income
-$484,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$0.87$1.39$0.52
2023Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$1.25$1.73$0.48
2022Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$4.90$2.07$2.83
2021Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$1.72$2.20$0.48