Civic Intelligence

Carl Wilson Gregory Foundation Inc.

990PF • Fiscal year 2015 • EIN 45-4059326

Dec 01, 2014 to Nov 30, 2015 • Filed on Apr 13, 2016

Organization Profile
130 Hillcrest DriveFullerton, CA 92832

(949) 735-4669

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

2nd percentile

-1369%

Higher net margin than 2% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

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.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

20th percentile

-17%

Faster asset growth than 20% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-86%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$358,105

Down $71,211 (-17%) from 2014

Net Assets

Down

$358,105

Down $71,211 (-17%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin2nd percentile

Revenue

Down

$5,201

Down $32,244 (-86%) from 2014

Expenses

Up

$76,412

Up $4,822 (+6.7%) from 2014

Net Income

Down

-$71,211

Down $37,066 (-109%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$600K$400K$200K$0Assets 2012: $490,024Liabilities 2012: $02012Assets 2013: $463,461Liabilities 2013: $02013Assets 2014: $429,316Liabilities 2014: $0Net Assets 2014: $429,3162014Assets 2015: $358,105Liabilities 2015: $0Net Assets 2015: $358,1052015Assets 2016: $336,635Liabilities 2016: $0Net Assets 2016: $336,6352016Assets 2017: $307,656Liabilities 2017: $0Net Assets 2017: $307,6562017Assets 2018: $271,384Liabilities 2018: $0Net Assets 2018: $271,3842018Assets 2019: $239,327Liabilities 2019: $0Net Assets 2019: $239,3272019Assets 2020: $223,722Liabilities 2020: $7,120Net Assets 2020: $216,6022020Assets 2021: $211,871Liabilities 2021: $2,975Net Assets 2021: $208,8962021Assets 2022: $183,260Liabilities 2022: $9,257Net Assets 2022: $174,0032022Assets 2023: $160,263Liabilities 2023: $9,2572023

Highlighted filing

2015

Assets$358,105
Liabilities$0
Net Assets$358,105
Open 2015 Filing

Operations Trend

Revenue Growth4th percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $535,167Expenses 2012: $45,143Net Income 2012: $490,0242012Revenue 2013: $38,318Expenses 2013: $64,881Net Income 2013: -$26,5632013Revenue 2014: $37,445Expenses 2014: $71,590Net Income 2014: -$34,1452014Revenue 2015: $5,201Expenses 2015: $76,412Net Income 2015: -$71,2112015Revenue 2016: $7,401Expenses 2016: $28,871Net Income 2016: -$21,4702016Revenue 2017: $9,681Expenses 2017: $38,660Net Income 2017: -$28,9792017Revenue 2018: $20,816Expenses 2018: $57,088Net Income 2018: -$36,2722018Revenue 2019: $9,784Expenses 2019: $52,193Net Income 2019: -$42,4092019Revenue 2020: $7,320Expenses 2020: $30,045Net Income 2020: -$22,7252020Revenue 2021: $25,111Expenses 2021: $32,817Net Income 2021: -$7,7062021Revenue 2022: $23,924Expenses 2022: $58,817Net Income 2022: -$34,8932022Revenue 2023: $19,135Expenses 2023: $42,132Net Income 2023: -$22,9972023

Highlighted filing

2015

Revenue$5,201
Expenses$76,412
Net Income-$71,211
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Apr 13, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara GregoryPresidentPT$0--
Ryan J GregoryTreasurerPT$0--
Brenna G FallonSecretaryPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Educational grantPublicFULLERTON, CA, US$50,000
Paid Grant-Outreach program for kidsPublicFULLERTON, CA, US$9,000
Paid Grant-Educational scholarshipPublicFULLERTON, CA, US$6,000
Paid Grant-Fundraising/marketingPublicFULLERTON, CA, US$5,000
Paid Grant-Capital campaignPublicFULLERTON, CA, US$1,000
Filing and Contact Details

Filer

Filer Name
The Carl Wilson Gregory Foundation
EIN
45-4059326
Phone
9497354669
Address
130 Hillcrest Drive, Fullerton, CA 92832

Signing Officer

Name
Barbara S Gregory
Title
President
Signed
2016-04-13
Discuss with paid preparer
Yes

Preparer

Firm
Wertz & Company LLP
Address
5450 Trabuco Road, Irvine, CA 92620
Preparer
J Katie Sterling
Phone
9497565000
Raw XML Appendix316 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/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0117
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Barbara Gregory
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Ryan J Gregory
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Brenna G Fallon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0130 Hillcrest Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1107 7th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2130 Hillcrest Drive
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Educational grant
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Capital campaign
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3320 WEST ELM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41201 W MALVERN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FULLERTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FULLERTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FULLERTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FULLERTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4FULLERTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092832
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192832
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292831
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392832
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492833
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt071000
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/AppliedToCurrentYearAmt019222
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019222
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt044428
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt041307
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021349
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0161524
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt054440
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt044428
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt041307
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021349
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt073662
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt054440
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0161524
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0107084
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BARBARA S GREGORY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0130 HILLCREST DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FULLERTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092832
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05344
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CONTINUING EDUCATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FTB FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt055
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1222
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt210
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt325
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt055
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1222
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt325
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt039
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02750
TaxesSchedule/TaxesDetail/Amt0344
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0344
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA S GREGORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Carl Wilson Gregory Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0454059326
ReturnHeader/Filer/PhoneNum09497354669
ReturnHeader/Filer/USAddress/AddressLine1Txt0130 Hillcrest Drive
ReturnHeader/Filer/USAddress/CityNm0Fullerton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092832
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wertz & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05450 Trabuco Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092620
ReturnHeader/PreparerPersonGrp/PhoneNum09497565000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J Katie Sterling
ReturnHeader/ReturnTs02016-04-13T13:04:26-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$358,105
Liabilities
$0
Net assets
$358,105
Revenue
$5,201
Expenses
$76,412
Net income
-$71,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.60$0.09$0.19$0.42$0.23
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.09$1.74$0.24$0.59$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.03$2.09$0.25$0.33$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.24$0.07$2.17$0.07$0.30$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$0.10$0.52$0.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$0.21$0.57$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.00$3.08$0.10$0.39$0.29
2016Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.07$0.29$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.05$0.76$0.71
2014Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.37$0.72$0.34
2013Summary only. Only limited summary data is available for this year.$4.63$0.00$0.38$0.65$0.27
2012Summary only. Only limited summary data is available for this year.$4.90$0.00$5.35$0.45$4.90