Civic Intelligence

Wm Family Foundation

EIN 38-4322872 • Walnut, CA

Pub. 78 EligibleNTEE P20
238 Goldenrod DrWalnut, CA 91789
Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

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

NTEE P20 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.00x

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

NTEE P20 • <$500k nonprofits • Source year 2024

Net Margin

94th percentile

90%

Higher net margin than 94% of similar nonprofits.

NTEE P20 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

NTEE P20 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

74th percentile

43%

Faster revenue growth than 74% of similar nonprofits.

NTEE P20 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$8,965

Up $8,965 from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$8,965

Up $8,965 from 2023

Revenue

Up

$10,000

Up $3,000 (+43%) from 2023

Expenses

Down

$1,035

Down $5,965 (-85%) from 2023

Net Income

Up

$8,965

Up $8,965 from 2023

Trend Graphs

Balance Sheet Trend

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

$10K$5.0K$0Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $8,965Liabilities 2024: $0Net Assets 2024: $8,9652024

Highlighted filing

2024

Assets$8,965
Liabilities$0
Net Assets$8,965

Operations Trend

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

$10K$5.0K$0Revenue 2023: $7,000Expenses 2023: $7,000Net Income 2023: $02023Revenue 2024: $10,000Expenses 2024: $1,035Net Income 2024: $8,9652024

Highlighted filing

2024

Revenue$10,000
Expenses$1,035
Net Income$8,965

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 3, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BO WANGPresident-$0--
QIAN MACFO-$0--
XIURONG ZHAOSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Wm Family Foundation
EIN
38-4322872
Phone
6263227396
Address
238 GOLDENROD DR, WALNUT, CA 91789

Signing Officer

Name
Bo Wang
Title
President
Phone
6263227396
Signed
2025-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Jun Zhou CPA Ltd
Address
625 N MICHIGAN STE 1705, CHICAGO, IL 60611
Preparer
Ling Chieh Chang
Phone
3128088899
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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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