Civic Intelligence

Witte-Sakamoto Family Foundation

EIN 36-4846167 • Laguna Beach, CA

Pub. 78 Eligible
1270 Pacific AvenueLaguna Beach, CA 92651
Siviq Scores

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

Liabilities / Assets

91st percentile

0.80x

Higher debt load relative to assets than 91% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

4.11x

Higher debt load relative to revenue than 95% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

97th percentile

93%

Higher net margin than 97% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

11276%

Faster revenue growth than 100% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$6,164,686

Up $606,939 (+11%) from 2023

Liabilities

Down

$4,901,782

Down $3,484,496 (-42%) from 2023

Net Assets

Up

$1,262,904

Up $4,091,435 (+145%) from 2023

Operations
Liabilities / Revenue95th percentileNet Margin97th percentile

Revenue

Up

$1,192,456

Up $1,181,974 (+11276%) from 2023

Expenses

Up

$85,242

Up $38,912 (+84%) from 2023

Net Income

Up

$1,107,214

Up $1,143,062 (+3189%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$10M$5.0M$0-$5.0MAssets 2019: $5,387,293Liabilities 2019: $7,955,431Net Assets 2019: -$2,568,1382019Assets 2020: $5,574,905Liabilities 2020: $7,365,702Net Assets 2020: -$1,790,7972020Assets 2021: $6,057,863Liabilities 2021: $9,248,948Net Assets 2021: -$3,191,0852021Assets 2022: $5,133,428Liabilities 2022: $7,322,136Net Assets 2022: -$2,188,7082022Assets 2023: $5,557,747Liabilities 2023: $8,386,278Net Assets 2023: -$2,828,5312023Assets 2024: $6,164,686Liabilities 2024: $4,901,782Net Assets 2024: $1,262,9042024

Highlighted filing

2024

Assets$6,164,686
Liabilities$4,901,782
Net Assets$1,262,904
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2019: $770,614Expenses 2019: $262,613Net Income 2019: $508,0012019Revenue 2020: $414,687Expenses 2020: $471,713Net Income 2020: -$57,0262020Revenue 2021: $554,268Expenses 2021: $172,704Net Income 2021: $381,5642021Revenue 2022: $68,031Expenses 2022: $163,739Net Income 2022: -$95,7082022Revenue 2023: $10,482Expenses 2023: $46,330Net Income 2023: -$35,8482023Revenue 2024: $1,192,456Expenses 2024: $85,242Net Income 2024: $1,107,2142024

Highlighted filing

2024

Revenue$1,192,456
Expenses$85,242
Net Income$1,107,214
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,164,686
Liabilities
$4,901,782
Net assets
$1,262,904
Revenue
$1,192,456
Expenses
$85,242
Net income
$1,107,214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.16$4.90$1.26$1.19$0.09$1.11
2023Detailed filing. Detailed filing data is available for this year.$5.56$8.39$2.83$0.01$0.05$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.13$7.32$2.19$0.07$0.16$0.10
2021Detailed filing. Detailed filing data is available for this year.$6.06$9.25$3.19$0.55$0.17$0.38
2020Detailed filing. Detailed filing data is available for this year.$5.57$7.37$1.79$0.41$0.47$0.06
2019Detailed filing. Detailed filing data is available for this year.$5.39$7.96$2.57$0.77$0.26$0.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM A WITTEPresident-$0--
PATRICIA KEIKO SAKAMOTO WITTECFO/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Witte-sakamoto Family Foundation
EIN
36-4846167
Phone
9494532900
Address
1270 PACIFIC AVENUE, LAGUNA BEACH, CA 92651

Signing Officer

Name
William Witte
Title
President
Phone
9494532900
Signed
2025-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Advisory LLC
Address
400 SPECTRUM CENTER DR SUITE 400, IRVINE, CA 92618
Preparer
Katy Brown
Phone
9492243300
Raw XML Appendix339 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/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM A WITTE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PATRICIA KEIKO SAKAMOTO WITTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ORANGE COUNTY MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03333 AVENUE OF THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COSTA MESA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092626
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0275728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0250728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0200781
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0202435
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0250728
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0152488
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0152488
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0152488
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0403216
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0THE WITTE FAMILY TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01270 PACIFIC AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LAGUNA BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092651
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt011405
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt011405
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt04901782
LoansFromOfficersSchedule/LoansFromOfficerGrp/InterestRt00.000000000000
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc0BORROW PUBLICLY-TRADED SECURITIES FROM LENDER.
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0WILLIAM WITTE PATRICIA K SAKAMOTO W
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt05003550
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt0GROW FUNDS IN ORDER TO PROVIDE CHARITABLE SUPPORT TO OTHER ORGANIZATIONS.
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt02016-12
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt0UNSECURED, NO COLLATERAL. NO FEES OR INTEREST.
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt0NO TERMINATION DATE, BOTH THE LENDER AND BORROWER CAN TERMINATE AT ANY TIME.
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0DIRECTOR/OFFICER
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0500275
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03484496
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN VALUE OF SECURITIES LOAN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt032620
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt032620
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM WITTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09494532900
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WITTE-SAKAMOTO FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WITT
ReturnHeader/Filer/EIN0364846167
ReturnHeader/Filer/PhoneNum09494532900
ReturnHeader/Filer/USAddress/AddressLine1Txt01270 PACIFIC AVENUE
ReturnHeader/Filer/USAddress/CityNm0LAGUNA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092651
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 SPECTRUM CENTER DR SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09492243300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATY BROWN
ReturnHeader/ReturnTs02025-10-10T17:51:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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