Civic Intelligence

Julia B Williams Delta Associates Foundation

EIN 33-0651017 • 501(c)3 • Long Beach, CA

Profile

Provide workshops, seminars training programs to teach leadership skills for community service, focus on building self esteem through literacy.

1635 Clark Ave APT 303Long Beach, CA 90815
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

59th percentile

2.7%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Assets

Down

$165,161

Down $3,747 (-2.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$165,161

Down $3,747 (-2.2%) from 2023

Revenue

Up

$1,341

Up $690 (+106%) from 2023

Expenses

Up

$5,088

Up $640 (+14%) from 2023

Net Income

Up

-$3,747

Up $50 (+1.3%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $162,054Liabilities 2012: $0Net Assets 2012: $162,0542012Assets 2013: $161,180Liabilities 2013: $0Net Assets 2013: $161,1802013Assets 2015: $174,851Liabilities 2015: $0Net Assets 2015: $174,8512015Assets 2016: $158,212Liabilities 2016: $0Net Assets 2016: $158,2122016Assets 2017: $150,989Liabilities 2017: $0Net Assets 2017: $150,9892017Assets 2018: $161,296Liabilities 2018: $0Net Assets 2018: $161,2962018Assets 2019: $163,750Liabilities 2019: $0Net Assets 2019: $163,7502019Assets 2020: $163,694Liabilities 2020: $0Net Assets 2020: $163,6942020Assets 2021: $177,840Liabilities 2021: $0Net Assets 2021: $177,8402021Assets 2022: $172,705Liabilities 2022: $0Net Assets 2022: $172,7052022Assets 2023: $168,908Liabilities 2023: $0Net Assets 2023: $168,9082023Assets 2024: $165,161Liabilities 2024: $0Net Assets 2024: $165,1612024

Highlighted filing

2024

Assets$165,161
Liabilities$0
Net Assets$165,161

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2012: $55,8552012Expenses 2013: $20,2342013Revenue 2015: $23,713Expenses 2015: $18,841Net Income 2015: $4,8722015Revenue 2016: -$1,505Expenses 2016: $15,179Net Income 2016: -$16,6842016Revenue 2017: $4,524Expenses 2017: $6,987Net Income 2017: -$2,4632017Revenue 2018: $11,008Expenses 2018: $1,592Net Income 2018: $9,4162018Revenue 2019: $5,627Expenses 2019: $3,654Net Income 2019: $1,9732019Revenue 2020: $1,709Expenses 2020: $1,336Net Income 2020: $3732020Revenue 2021: $9,641Expenses 2021: $1,379Net Income 2021: $8,2622021Revenue 2022: $3,486Expenses 2022: $1,438Net Income 2022: $2,0482022Revenue 2023: $651Expenses 2023: $4,448Net Income 2023: -$3,7972023Revenue 2024: $1,341Expenses 2024: $5,088Net Income 2024: -$3,7472024

Highlighted filing

2024

Revenue$1,341
Expenses$5,088
Net Income-$3,747

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Mission and Program Overview

Mission

Provide workshops, seminars training programs to teach leadership skills for community service, focus on building self esteem through literacy.

Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gloria JacksonPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Sustaining-Long Beah, CA, US$4,500
Filing and Contact Details

Filer

Filer Name
Julia B Williams Delta Associates Foundation
EIN
33-0651017
Phone
3103869824
Address
1635 Clark Ave APT 303, Long Beach, CA 90815

Signing Officer

Name
Gloria Jackson
Title
President
Phone
3103869824
Signed
2025-05-12
Discuss with paid preparer
No

Preparer

Preparer
Joseph Dudley
Raw XML Appendix137 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt01341
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt01341
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01341
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01341
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01341
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3747
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01341
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0268
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05088
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01341
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01341
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0588
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3747
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0165161
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0168908
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0165161
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt019
IRS990PF/DistributableAmountGrp/TotalTaxAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt019
IRS990PF/FMVAssetsEOYAmt0165161
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0168908
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0165161
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0168908
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0165161
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0165161
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0168908
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0165161
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0165161
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0168908
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0165161
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0168908
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0165161
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Gloria Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01635 Clark Avenue 303
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Long Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090815
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt04500
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt04500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Gift Cards and Student Backpacks
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Sustaining
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Restricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Long Beach Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Long Beah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090805
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04500
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/ExcessDistributionCyovYr1Amt03175
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07675
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03175
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07675
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03175
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Gloria Jackson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03103869824
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Julia B Williams Delta Associates Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0330651017
ReturnHeader/Filer/PhoneNum03103869824
ReturnHeader/Filer/USAddress/AddressLine1Txt01635 Clark Ave APT 303
ReturnHeader/Filer/USAddress/CityNm0Long Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090815
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph Dudley
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-12T06:15:44-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.