Civic Intelligence

The Dr Joseph Warren Institute

EIN 45-4856743 • 501(c)4 • Los Angeles, CA

Profile

Dedicated to preparing medical professionals to effectively participate in the american political process.

10539 Bradbury RoadLos Angeles, CA 90064

www.drjosephwarren.com

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

36th percentile

-10%

Faster asset growth than 36% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$120,409

Down $13,487 (-10%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$120,409

Down $13,487 (-10%) from 2022

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2022

Expenses

Up

$13,487

Up $3,641 (+37%) from 2022

Net Income

Down

-$13,487

Down $3,641 (-37%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$200K$150K$100K$50K$0Assets 2014: $116,915Liabilities 2014: $0Net Assets 2014: $116,9152014Assets 2016: $93,345Liabilities 2016: $0Net Assets 2016: $93,3452016Assets 2017: $85,155Liabilities 2017: $0Net Assets 2017: $85,1552017Assets 2018: $81,146Liabilities 2018: $0Net Assets 2018: $81,1462018Assets 2019: $109,397Liabilities 2019: $0Net Assets 2019: $109,3972019Assets 2020: $168,398Liabilities 2020: $0Net Assets 2020: $168,3982020Assets 2021: $143,742Liabilities 2021: $0Net Assets 2021: $143,7422021Assets 2022: $133,896Liabilities 2022: $0Net Assets 2022: $133,8962022Assets 2023: $120,409Liabilities 2023: $0Net Assets 2023: $120,4092023

Highlighted filing

2023

Assets$120,409
Liabilities$0
Net Assets$120,409
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KRevenue 2014: $309,400Expenses 2014: $196,588Net Income 2014: $112,8122014Revenue 2016: $151,000Expenses 2016: $117,760Net Income 2016: $33,2402016Revenue 2017: $0Expenses 2017: $8,190Net Income 2017: -$8,1902017Revenue 2018: $0Expenses 2018: $4,009Net Income 2018: -$4,0092018Revenue 2019: $120,000Expenses 2019: $91,749Net Income 2019: $28,2512019Revenue 2020: $120,000Expenses 2020: $60,999Net Income 2020: $59,0012020Revenue 2021: $0Expenses 2021: $24,656Net Income 2021: -$24,6562021Revenue 2022: $0Expenses 2022: $9,846Net Income 2022: -$9,8462022Revenue 2023: $0Expenses 2023: $13,487Net Income 2023: -$13,4872023

Highlighted filing

2023

Revenue$0
Expenses$13,487
Net Income-$13,487
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,409
Liabilities
$0
Net assets
$120,409
Revenue
$0
Expenses
$13,487
Net income
-$13,487
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.00$0.13$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.00$0.10$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.00$0.25$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$1.20$0.61$0.59
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$1.20$0.92$0.28
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.00$0.04$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.00$0.08$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$1.51$1.18$0.33
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$3.09$1.97$1.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 13, 2024
Return Version
2023v4.0
Gross Receipts
$0
Mission and Program Overview

Mission

Dedicated to preparing medical professionals to effectively participate in the american political process.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$133,896$120,409▼ $13,487
Rtn Earn Endowment Incm Other Fnds$133,896$120,409▼ $13,487
Total Assets$133,896$120,409▼ $13,487
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$133,896$120,409▼ $13,487
Total Liabilities and Net Assets / Fund Balance$133,896$120,409▼ $13,487
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Joel M Strom DdsPresident
Beth Haynes MdBoard Member
William R TurnerSecretary /
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-13,487
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,487
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$10,000--$10,000
Fees for Services Accounting-$2,410-$2,410
Insurance-$1,016-$1,016
Office Expenses-$61-$61
Total Functional Expenses$10,000$3,487$0$13,487
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

“William r. Turner 3020 old ranch pkwy 300 seal beach, ca 90740”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is prepared by the secretary / treasurer and provided to other officers and directors for review prior to filing.”

Form 990, Page 6, Part VI, Line 15A

“Directors shall not receive compensation or their services as members of the board.”

Form 990, Page 6, Part VI, Line 15B

“Directors shall not receive compensation or their services as members of the board.”

Form 990, Page 6, Part VI, Line 19

“Governing documents subject to public disclosure by law shall be made available upon request.”

Filing and Contact Details

Filer

Filer Name
The Dr Joseph Warren Institute
EIN
45-4856743
Phone
5627995566
Address
10539 BRADBURY ROAD, LOS ANGELES, CA 90064

Signing Officer

Name
William R Turner
Title
Secretary / Treasure
Phone
5627995566
Signed
2024-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joel M Strom Dds
Formed
2012
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
William R Turner an Accountancy Corp
Address
3020 OLD RANCH PKWY STE 300, SEAL BEACH, CA 90740-2751
Preparer
William R Turner
Phone
5627995566
Raw XML Appendix225 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/FormationYr02012
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IRS990/IRPDocumentCnt01
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WILLIAM R. TURNER 3020 OLD RANCH PKWY 300 SEAL BEACH, CA 90740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PREPARED BY THE SECRETARY / TREASURER AND PROVIDED TO OTHER OFFICERS AND DIRECTORS FOR REVIEW PRIOR TO FILING.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/TaxPeriodBeginDt02023-01-01
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