Civic Intelligence

The William Wardrip Foundation

990EZ • Fiscal year 2015 • EIN 45-1992825

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 12, 2016

Organization ProfileN/A
PO Box 2061Rancho Santa Fe, CA 92067

(858) 759-8429

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

62nd percentile

9.5%

Faster asset growth than 62% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

493%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$100,028

Up $8,712 (+9.5%) from 2014

Net Assets

Up

$100,028

Up $8,712 (+9.5%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Up

$60,242

Up $50,080 (+493%) from 2014

Expenses

Down

$51,530

Down $17,733 (-26%) from 2014

Net Income

Up

$8,712

Up $67,813 (+115%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$300K$200K$100K$0Assets 2011: $158,688Liabilities 2011: $0Net Assets 2011: $158,6882011Assets 2012: $229,761Liabilities 2012: $0Net Assets 2012: $229,7612012Assets 2013: $150,416Liabilities 2013: $0Net Assets 2013: $150,4162013Assets 2014: $91,316Liabilities 2014: $0Net Assets 2014: $91,3162014Assets 2015: $100,028Net Assets 2015: $100,0282015Assets 2016: $52,242Net Assets 2016: $52,2422016Assets 2017: $50,580Net Assets 2017: $50,5802017Assets 2018: $82,027Net Assets 2018: $82,0272018Assets 2019: $77,547Net Assets 2019: $77,5472019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2015

Assets$100,028
Liabilities-
Net Assets$100,028
Open 2015 Filing

Operations Trend

Revenue Growth98th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $33,0482011Expenses 2012: $61,1302012Revenue 2013: $29,499Expenses 2013: $108,844Net Income 2013: -$79,3452013Revenue 2014: $10,162Expenses 2014: $69,263Net Income 2014: -$59,1012014Revenue 2015: $60,242Expenses 2015: $51,530Net Income 2015: $8,7122015Revenue 2016: $14,074Expenses 2016: $61,860Net Income 2016: -$47,7862016Revenue 2017: $34,904Expenses 2017: $37,566Net Income 2017: -$2,6622017Revenue 2018: $81,053Expenses 2018: $49,606Net Income 2018: $31,4472018Revenue 2019: $49,070Expenses 2019: $53,500Net Income 2019: -$4,4302019Revenue 2020: $15,200Expenses 2020: $92,702Net Income 2020: -$77,5022020

Highlighted filing

2015

Revenue$60,242
Expenses$51,530
Net Income$8,712
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 12, 2016
Return Version
2015v2.1
Gross Receipts
$62,924
Mission and Program Overview

Mission

Providing educational financial assistance to students who embody will's joyful spirit, vibrant personality and academic perseverance.

Program Services

DescriptionGrantsExpenses
15 SCHOLARSHIPS GRANTED TO VARIOUS STUDENTS AT VARIOUS SCHOOLS IN SAN DIEGO COUNTY.-$50,900
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR ERIC WARDRIPPresidentPT$0--
SARA WARDRIPCFOPT$0--
JOANNE MARKSSecretary/TreasurerPT$0--
VIC IPPOLITODirector-$0--
JILL IPPOLITODirector-$0--
LINDA ACOSTADirector-$0--
DEAN ACOSTADirector-$0--
Filing and Contact Details

Filer

Filer Name
The William Wardrip Foundation
EIN
45-1992825
Phone
8587598429
Address
PO BOX 2061, RANCHO SANTA FE, CA 92067

Signing Officer

Name
Joanne Marks
Title
Secretary/treasurer
Phone
8587598429
Signed
2016-02-12
Discuss with paid preparer
Yes

Preparer

Firm
ALAN'S BOOKKEEPING & TAX SERVICE
Address
751 RANCHEROS DRIVE 6, SAN MARCOS, CA 92069-3042
Preparer
Steve a Starkey Ea
Phone
7607610993
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“Family members dr, eric wardrip and sara wardrip, michael and joanne marks, vic and jill ippolito and patrick and elizabeh mallon.”

Pt VI, Line 11B

“Reviewed by board members.”

Form 990EZ, Part I, Line 8

“SOCK AND DECAL 715.”

Form 990EZ, Part I, Line 16

“Fee 20. Scholarships 50900. Taxes 60.”

Raw XML Appendix162 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR ERIC WARDRIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARA WARDRIP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VIC IPPOLITO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JILL IPPOLITO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LINDA ACOSTA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050980
IRS990EZ/OtherRevenueTotalAmt0715
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING EDUCATIONAL FINANCIAL ASSISTANCE TO STUDENTS WHO EMBODY WILL'S JOYFUL SPIRIT, VIBRANT PERSONALITY AND ACADEMIC PERSEVERANCE.
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050900
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt02682
IRS990EZ/SpecialEventsNetIncomeLossAmt02808
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051530
IRS990EZ/TotalProgramServiceExpensesAmt050900
IRS990EZ/TotalRevenueAmt060242
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt056699
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010110
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0136396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0191632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0424336
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY MEMBERS DR, ERIC WARDRIP AND SARA WARDRIP, MICHAEL AND JOANNE MARKS, VIC AND JILL IPPOLITO AND PATRICK AND ELIZABEH MALLON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY BOARD MEMBERS.
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ReturnHeader/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLIAM WARDRIP FOUNDATION
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ReturnHeader/Filer/EIN0451992825
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ReturnHeader/Filer/USAddress/ZIPCd092067
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920693042
ReturnHeader/PreparerPersonGrp/PhoneNum07607610993
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE A STARKEY EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-13T16:01:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,028
Liabilities
-
Net assets
$100,028
Revenue
$60,242
Expenses
$51,530
Net income
$8,712
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.15$0.93$0.78
2019Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.49$0.54$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.81$0.50$0.31
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.35$0.38$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.14$0.62$0.48
2015Detailed filing. Detailed filing data is available for this year.$1.00$1.00$0.60$0.52$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.10$0.69$0.59
2013Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.29$1.09$0.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.00$2.30$0.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.00$1.59$0.33