Civic Intelligence

Christermon Foundation

990 • Fiscal year 2023 • EIN 33-0262226

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

Refreshing map…

9 Orchard Rd 100Lake Forest, CA 92630

(949) 837-5291

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

28th percentile

0.01x

Higher debt load relative to revenue than 28% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

55th percentile

6.5%

Higher net margin than 55% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-10%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$2,125,455

Up $196,384 (+10%) from 2022

Net Assets

Up

$2,116,646

Up $163,783 (+8.4%) from 2022

Liabilities

Up

$8,809

Up $32,601 (+137%) from 2022

Revenue

Down

$671,532

Down $75,176 (-10%) from 2022

Expenses

Down

$627,696

Down $63,857 (-9.2%) from 2022

Net Income

Down

$43,836

Down $11,319 (-21%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2012: $1,600,953Liabilities 2012: $74,876Net Assets 2012: $1,526,0772012Assets 2013: $2,091,920Liabilities 2013: $74,876Net Assets 2013: $2,017,0442013Assets 2014: $2,032,762Liabilities 2014: $0Net Assets 2014: $2,032,7622014Assets 2015: $1,980,644Liabilities 2015: $1,906Net Assets 2015: $1,978,7382015Assets 2016: $2,116,868Liabilities 2016: $62,049Net Assets 2016: $2,054,8192016Assets 2017: $2,130,298Liabilities 2017: $39,836Net Assets 2017: $2,090,4622017Assets 2018: $1,995,085Liabilities 2018: $44,874Net Assets 2018: $1,950,2112018Assets 2019: $2,110,342Liabilities 2019: $78,825Net Assets 2019: $2,031,5172019Assets 2020: $1,999,872Liabilities 2020: $66,596Net Assets 2020: $1,933,2762020Assets 2021: $2,182,232Liabilities 2021: $5,065Net Assets 2021: $2,177,1672021Assets 2022: $1,929,071Liabilities 2022: -$23,792Net Assets 2022: $1,952,8632022Assets 2023: $2,125,455Liabilities 2023: $8,809Net Assets 2023: $2,116,6462023Assets 2024: $2,155,408Liabilities 2024: $4,517Net Assets 2024: $2,150,8912024

Highlighted filing

2023

Assets$2,125,455
Liabilities$8,809
Net Assets$2,116,646

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2012: $404,6522012Revenue 2013: $936,869Expenses 2013: $463,286Net Income 2013: $473,5832013Revenue 2014: $487,459Expenses 2014: $483,207Net Income 2014: $4,2522014Revenue 2015: $519,518Expenses 2015: $535,192Net Income 2015: -$15,6742015Revenue 2016: $646,218Expenses 2016: $497,167Net Income 2016: $149,0512016Revenue 2017: $575,985Expenses 2017: $633,250Net Income 2017: -$57,2652017Revenue 2018: $543,270Expenses 2018: $584,603Net Income 2018: -$41,3332018Revenue 2019: $618,582Expenses 2019: $681,232Net Income 2019: -$62,6502019Revenue 2020: $215,082Expenses 2020: $417,714Net Income 2020: -$202,6322020Revenue 2021: $670,837Expenses 2021: $460,645Net Income 2021: $210,1922021Revenue 2022: $746,708Expenses 2022: $691,553Net Income 2022: $55,1552022Revenue 2023: $671,532Expenses 2023: $627,696Net Income 2023: $43,8362023Revenue 2024: $611,766Expenses 2024: $642,105Net Income 2024: -$30,3392024

Highlighted filing

2023

Revenue$671,532
Expenses$627,696
Net Income$43,836
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.1
Gross Receipts
$1,005,783
Mission and Program Overview

Mission

Awarding educational scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,952,863$2,116,646▲ $163,783
Investments in Publicly Traded Securities$1,635,235$1,810,732▲ $175,497
Savings and Temporary Cash Investments$101,256$140,267▲ $39,011
Cash and Non-Interest-Bearing Accounts$115,934$67,233▼ $48,701
Accounts Receivable$45,495$62,046▲ $16,551
Prepaid Expenses and Deferred Charges$25,224$39,250▲ $14,026
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,929,071$2,125,455▲ $196,384
Other Assets Total$5,927$5,927→ $0
Liabilities
Accounts Payable and Accrued Expenses$5,705$4,606▼ $1,099
Other Liabilities$-29,497$4,203▲ $33,700
Total Liabilities$-23,792$8,809▲ $32,601
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,952,863$2,116,646▲ $163,783
Total Liabilities and Net Assets / Fund Balance$1,929,071$2,125,455▲ $196,384

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$39,483$39,483
Compensation and Service Providers

Board Members and Trustees

NameTitle
Holly WinnekerPresident
Steve PowellVice President
Abe WalczakDirector
Amy SeifertDirector
Andrew GoodmanDirector
Bob ThompsonDirector
Bryan BoeckDirector
Caitlin Declercq AbelliDirector
Carl CarlsonDirector
Cheri HofferDirector
Dick WilliamsDirector
Elsie WolfeDirector
Jon ScrivenDirector
Kathie KennedyDirector
Mike RossDirector
Phil MarkertDirector
Robert FortinDirector
Ryan DowDirector
Scott SimentonDirector
Sean MccafferyAssoc. VP - Christermon Golf Classic
Daniel HorschAssoc. VP - N. California Golf Classic
Matt CatanioAssoc. VP - Rockin in the Vineyard
Paul MackeyAssoc. VP - Summer Golf Classic
Chelsea RuddySecretary
Alexandra BristolTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$564,033
Program Service Revenue
$0
Investment Income
$65,492
Other Revenue
$42,007
All Other Contributions
$196,429
Change in Net Assets
$43,836
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$270,073
Other Expenses$240,871
Salaries, Compensation, and Employee Benefits$116,752
Total Fundraising Expense$33,009
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$270,073--$270,073
Other Salaries and Wages$80,000$10,000$10,000$100,000
Occupancy$28,794$3,599$3,599$35,992
Fees for Services Accounting-$17,540-$17,540
Fees for Service Investment Mgmnt Fees-$10,000-$10,000
Insurance$7,237$905$905$9,047
Other Employee Benefits$7,192$899$899$8,990
Payroll Taxes$6,210$776$776$7,762
Information Technology$5,286$661$661$6,608
Conferences and Meetings$4,199$525$525$5,249
Office Expenses$2,713$339$339$3,391
Other Expenses$100$13$13$126
Total Functional Expenses$534,138$60,549$33,009$627,696
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$376,258
Fundraising Direct Expenses$334,251
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Summer Golf Cup$246,125$147,675$9,605$138,070
Christermon Golf Classic$198,365$119,019$2,193$116,826
Total Events$743,862$376,258$334,251$42,007
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Liablities$5,839
Payroll Liabilities (overpaid)$-1,636
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed by the signer of the return before it is filed with the irs.

Form 990, Part VI, Section C, Line 19

The organization's governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Christermon Foundation
EIN
33-0262226
Phone
9498375291
Address
9 ORCHARD RD 100, LAKE FOREST, CA 92630

Signing Officer

Name
Holly Winneker
Title
President
Phone
9498375291
Signed
2024-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Holly Winneker
Formed
1987
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
1
Volunteers
20

Preparer

Firm
Windes Inc
Address
2050 MAIN ST STE 1300, IRVINE, CA 92614
Preparer
Robin Massingale
Phone
9498529433
Raw XML AppendixShowing 400 of 592 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt21ASSOC. VP - CHRISTERMON GOLF CLASSIC
IRS990/Form990PartVIISectionAGrp/TitleTxt22ASSOC. VP - N. CALIFORNIA GOLF CLASSIC
IRS990/Form990PartVIISectionAGrp/TitleTxt23ASSOC. VP - SUMMER GOLF CLASSIC
IRS990/Form990PartVIISectionAGrp/TitleTxt24ASSOC. VP - ROCKIN IN THE VINEYARD
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0367604
IRS990/FundraisingDirectExpensesAmt0334251
IRS990/FundraisingGrossIncomeAmt0376258
IRS990/GainOrLossGrp/SecuritiesAmt014764
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt0270073
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0270073
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0270073
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt014764
IRS990/GrossReceiptsAmt01005783
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0661
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0661
IRS990/InformationTechnologyGrp/ProgramServicesAmt05286
IRS990/InformationTechnologyGrp/TotalAmt06608
IRS990/InsuranceGrp/FundraisingAmt0905
IRS990/InsuranceGrp/ManagementAndGeneralAmt0905
IRS990/InsuranceGrp/ProgramServicesAmt07237
IRS990/InsuranceGrp/TotalAmt09047
IRS990/InvestmentIncomeGrp/ExclusionAmt050728
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt050728
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01635235
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01810732
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt039483
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt039483
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0AWARDING EDUCATIONAL SCHOLARSHIPS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01952863
IRS990/NetAssetsOrFundBalancesEOYAmt02116646
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt014764
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt014764
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt042007
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt042007
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0120017
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03599
IRS990/OccupancyGrp/ManagementAndGeneralAmt03599
IRS990/OccupancyGrp/ProgramServicesAmt028794
IRS990/OccupancyGrp/TotalAmt035992
IRS990/OfficeExpensesGrp/FundraisingAmt0339
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0339
IRS990/OfficeExpensesGrp/ProgramServicesAmt02713
IRS990/OfficeExpensesGrp/TotalAmt03391
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05927
IRS990/OtherAssetsTotalGrp/EOYAmt05927
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0899
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0899
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07192
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08990
IRS990/OtherExpensesGrp/Desc0SCHOLARSHIP DINNNER
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3LICENSES AND PERMITS
IRS990/OtherExpensesGrp/FundraisingAmt014953
IRS990/OtherExpensesGrp/FundraisingAmt1295
IRS990/OtherExpensesGrp/FundraisingAmt244
IRS990/OtherExpensesGrp/FundraisingAmt313
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014953
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1295
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt244
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt313
IRS990/OtherExpensesGrp/ProgramServicesAmt0119624
IRS990/OtherExpensesGrp/ProgramServicesAmt12360
IRS990/OtherExpensesGrp/ProgramServicesAmt2350
IRS990/OtherExpensesGrp/ProgramServicesAmt3100
IRS990/OtherExpensesGrp/TotalAmt0149530
IRS990/OtherExpensesGrp/TotalAmt12950
IRS990/OtherExpensesGrp/TotalAmt2438
IRS990/OtherExpensesGrp/TotalAmt3126
IRS990/OtherLiabilitiesGrp/BOYAmt0-29497
IRS990/OtherLiabilitiesGrp/EOYAmt04203
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt010000
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt080000
IRS990/OtherSalariesAndWagesGrp/TotalAmt0100000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0776
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0776
IRS990/PayrollTaxesGrp/ProgramServicesAmt06210
IRS990/PayrollTaxesGrp/TotalAmt07762
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025224
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt039250
IRS990/PrincipalOfficerNm0HOLLY WINNEKER
IRS990/PriorPeriodAdjustmentsAmt0-70
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0664786
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0335061
IRS990/PYInvestmentIncomeAmt052941
IRS990/PYOtherExpensesAmt0253424
IRS990/PYOtherRevenueAmt028981
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt055155
IRS990/PYSalariesCompEmpBnftPaidAmt0103068
IRS990/PYTotalExpensesAmt0691553
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0746708
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt043836
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.15$0.61$0.64$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.13$0.01$2.12$0.67$0.63$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.02$1.95$0.75$0.69$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.01$2.18$0.67$0.46$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.07$1.93$0.22$0.42$0.20
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.08$2.03$0.62$0.68$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.04$1.95$0.54$0.58$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.04$2.09$0.58$0.63$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.06$2.05$0.65$0.50$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.52$0.54$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.49$0.48$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.09$0.07$2.02$0.94$0.46$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.07$1.53$0.40