Civic Intelligence

The William Wardrip Foundation

990EZ • Fiscal year 2017 • EIN 45-1992825

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 14, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

26th percentile

-7.6%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

38th percentile

-3.2%

Faster asset growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

148%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$50,580

Down $1,662 (-3.2%) from 2016

Net Assets

Down

$50,580

Down $1,662 (-3.2%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$34,904

Up $20,830 (+148%) from 2016

Expenses

Down

$37,566

Down $24,294 (-39%) from 2016

Net Income

Up

-$2,662

Up $45,124 (+94%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$50,580
Liabilities-
Net Assets$50,580

Operations Trend

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

2017

Revenue$34,904
Expenses$37,566
Net Income-$2,662
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 14, 2018
Return Version
2017v2.2
Gross Receipts
$34,904
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
10 SCHOLARSHIPS GRANTED TO VARIOUS STUDENTS AT VARIOUS SCHOOLS IN SAN DIEGO COUNTY.$37,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR ERIC WARDRIPPresident-$0--
SARA WARDRIPCFO-$0--
JOANNE MARKSSecretary/Treasurer-$0--
VIC IPPOLITODirector-$0--
JILL IPPOLITODirector-$0--
LINDA ACOSTADirector-$0--
DEAN ACOSTADirector-$0--
MICHAEL MARKSDirector-$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
2018-02-14
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

INTEREST 4.

Form 990EZ, Part I, Line 8

FUNDRAISER 0.

Form 990EZ, Part I, Line 16

BANK FEES 50.

Form 990EZ, Part I, Line 16

SCHOLARSHIPS 37000.

Form 990EZ, Part I, Line 16

TAXES 21.

Raw XML Appendix184 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/PersonNm3VIC IPPOLITO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JILL IPPOLITO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LINDA ACOSTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEAN ACOSTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHAEL MARKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01000
IRS990EZ/OtherExpensesTotalAmt037071
IRS990EZ/OtherRevenueTotalAmt04
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING EDUCATIONAL FINANCIAL ASSISTANCE TO STUDENTS WHO EMBODY WILL'S JOYFUL SPIRIT, VIBRANT PERSONALITY AND ACADEMIC PERSEVERANCE.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt010 SCHOLARSHIPS GRANTED TO VARIOUS STUDENTS AT VARIOUS SCHOOLS IN SAN DIEGO COUNTY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037000
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06643
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IRS990ScheduleA/InvestmentIncomeCYPct00.00150
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTEREST 4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUNDRAISER 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOLARSHIPS 37000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TAXES 21.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANNE MARKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08587598429
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLIAM WARDRIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0451992825
ReturnHeader/Filer/PhoneNum08587598429
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ReturnHeader/Filer/USAddress/ZIPCd092067
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:34:08
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0751 RANCHEROS DRIVE 6
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920693042
ReturnHeader/PreparerPersonGrp/PhoneNum07607610993
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE A STARKEY EA
ReturnHeader/ReturnTs02018-02-14T16:34:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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