Civic Intelligence

Well Rounded Heroes Foundation

990EZ • Fiscal year 2014 • EIN 45-4895191

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 05, 2015

Organization ProfileN/A
33155 Camino CapistranoSan Juan Capistrano, CA 92675

(949) 388-8000

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.07x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

73rd percentile

0.04x

Higher debt load relative to revenue than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

98th percentile

600%

Faster asset growth than 98% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

82%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$29,981

Up $25,698 (+600%) from 2013

Net Assets

$27,975

No earlier filing loaded for comparison.

Liabilities

Up

$2,006

Up $685 (+52%) from 2013

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin91st percentile

Revenue

Up

$54,160

Up $24,449 (+82%) from 2013

Expenses

Up

$28,462

Up $480 (+1.7%) from 2013

Net Income

Up

$25,698

Up $23,969 (+1386%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$40K$30K$20K$10K$0Assets 2012: $1,233Liabilities 2012: $02012Assets 2013: $4,283Liabilities 2013: $1,3212013Assets 2014: $29,981Liabilities 2014: $2,006Net Assets 2014: $27,9752014Assets 2015: $18,535Net Assets 2015: $18,5352015Assets 2016: $33,309Liabilities 2016: $4Net Assets 2016: $33,3052016Assets 2017: $31,991Liabilities 2017: $1,021Net Assets 2017: $30,9702017Assets 2018: $34,594Liabilities 2018: $1,031Net Assets 2018: $33,5632018Assets 2019: $19,958Liabilities 2019: $1,031Net Assets 2019: $18,9272019Assets 2020: $26,364Liabilities 2020: $18,431Net Assets 2020: $7,9332020Assets 2021: $39,767Liabilities 2021: $17,863Net Assets 2021: $21,9042021Assets 2022: $21,828Liabilities 2022: $17,082Net Assets 2022: $4,7462022Assets 2023: $33,111Liabilities 2023: $16,302Net Assets 2023: $16,8092023Assets 2024: $27,468Liabilities 2024: $15,662Net Assets 2024: $11,8062024

Highlighted filing

2014

Assets$29,981
Liabilities$2,006
Net Assets$27,975
Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $19,016Expenses 2012: $17,783Net Income 2012: $1,2332012Revenue 2013: $29,711Expenses 2013: $27,982Net Income 2013: $1,7292013Revenue 2014: $54,160Expenses 2014: $28,462Net Income 2014: $25,6982014Revenue 2015: $30,569Expenses 2015: $40,009Net Income 2015: -$9,4402015Revenue 2016: $59,930Expenses 2016: $45,274Net Income 2016: $14,6562016Revenue 2017: $46,292Expenses 2017: $47,648Net Income 2017: -$1,3562017Revenue 2018: $44,570Expenses 2018: $41,977Net Income 2018: $2,5932018Revenue 2019: $20,238Expenses 2019: $34,874Net Income 2019: -$14,6362019Revenue 2020: $19,251Expenses 2020: $30,245Net Income 2020: -$10,9942020Revenue 2021: $46,795Expenses 2021: $32,824Net Income 2021: $13,9712021Revenue 2022: $25,547Expenses 2022: $42,705Net Income 2022: -$17,1582022Revenue 2023: $35,630Expenses 2023: $23,567Net Income 2023: $12,0632023Revenue 2024: $26,150Expenses 2024: $31,153Net Income 2024: -$5,0032024

Highlighted filing

2014

Revenue$54,160
Expenses$28,462
Net Income$25,698
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 5, 2015
Return Version
2014v5.0
Gross Receipts
$54,160
Mission and Program Overview

Mission

Try to improve the quality of life of active military personnel and their families, veterans, battered and abused women, and low income family members, by teaching them creative performing and physical art skills.

Program Services

DescriptionGrantsExpenses
SUPPORT FOR TEACHING CREATIVE PERFORMING AND PHYSICAL ART SKILLS.$28,462-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM ZAXPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Well Rounded Heroes Foundation
EIN
45-4895191
Phone
9493888000
Address
33155 CAMINO CAPISTRANO, SAN JUAN CAPISTRANO, CA 92675

Signing Officer

Name
Adam Zax
Title
President
Signed
2015-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Thoerner & Toma Certified Public Accountants
Address
1130 Roosevelt, Irvine, CA 92620-3666
Preparer
Mark T Toma
Phone
9498639900
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1947”

Other Expenses.1012

“Insurance $1268”

Other Expenses.1

“SUPPLIES $1750”

Other Expenses.2

“FURNISHINGS $1206”

Other Expenses.4

“CLEANING $450”

Other Expenses.5

“ALARM $421”

Other Expenses.6

“WEBSITE MAINTENANCE $393”

Other Expenses.7

“TELEPHONE $340”

Other Expenses.8

“OUTSIDE TEACHING $308”

Other Expenses.9

“REPAIRS $195”

Other Expenses.10

“BANK CHARGES $126”

Other Expenses.11

“BUSINESS LICENSE $45”

Other Expenses.12

“MEALS $6”

Other Expenses.13

“SALES TAX $3”

Other Expenses.14

“TAX REFUND $-1827”

Total Liabilities.1

“CREDIT CARDS - Beginning $1321 CREDIT CARDS - Ending $2006”

Raw XML Appendix164 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0ADAM ZAX
IRS990EZ/BooksInCareOfDetail/PhoneNum09493888000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt033155 CAMINO CAPISTRANO
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JUAN CAPISTRANO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092675
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04283
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029981
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt054159
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025698
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04283
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029981
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt054160
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02962
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027975
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02962
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027975
IRS990EZ/OccupancyRentUtltsAndMaintAmt020600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt022.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADAM ZAX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-685
IRS990EZ/OtherExpensesTotalAmt06631
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TRY TO IMPROVE THE QUALITY OF LIFE OF ACTIVE MILITARY PERSONNEL AND THEIR FAMILIES, VETERANS, BATTERED AND ABUSED WOMEN, AND LOW INCOME FAMILY MEMBERS, BY TEACHING THEM CREATIVE PERFORMING AND PHYSICAL ART SKILLS.
IRS990EZ/PrintingPublicationsPostageAmt0631
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT FOR TEACHING CREATIVE PERFORMING AND PHYSICAL ART SKILLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028462
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01321
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02006
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028462
IRS990EZ/TotalProgramServiceExpensesAmt028462
IRS990EZ/TotalRevenueAmt054160
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt054159
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt029738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0102912
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0102912
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029738
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt019015
IRS990ScheduleA/Total509Grp/TotalAmt0102912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029739
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt019016
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0102914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1947
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES $1750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FURNISHINGS $1206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLEANING $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALARM $421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEBSITE MAINTENANCE $393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TELEPHONE $340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OUTSIDE TEACHING $308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9REPAIRS $195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK CHARGES $126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BUSINESS LICENSE $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MEALS $6
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13SALES TAX $3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14TAX REFUND $-1827
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15CREDIT CARDS - Beginning $1321 CREDIT CARDS - Ending $2006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM ZAX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELL ROUNDED HEROES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0454895191
ReturnHeader/Filer/PhoneNum09493888000
ReturnHeader/Filer/USAddress/AddressLine1Txt033155 CAMINO CAPISTRANO
ReturnHeader/Filer/USAddress/CityNm0SAN JUAN CAPISTRANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092675
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thoerner & Toma Certified Public Accountants
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01130 Roosevelt
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926203666
ReturnHeader/PreparerPersonGrp/PhoneNum09498639900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK T TOMA
ReturnHeader/ReturnTs02015-03-05T15:18:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,981
Liabilities
$2,006
Net assets
$27,975
Revenue
$54,160
Expenses
$28,462
Net income
$25,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.5$15.7$11.8$26.2$31.2$5.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.1$16.3$16.8$35.6$23.6$12.1
2022Detailed filing. Detailed filing data is available for this year.$21.8$17.1$4.75$25.5$42.7$17.2
2021Detailed filing. Detailed filing data is available for this year.$39.8$17.9$21.9$46.8$32.8$14.0
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.4$18.4$7.93$19.3$30.2$11.0
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$1.03$18.9$20.2$34.9$14.6
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.6$1.03$33.6$44.6$42.0$2.59
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.0$1.02$31.0$46.3$47.6$1.36
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.3$0.00$33.3$59.9$45.3$14.7
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.5$18.5$30.6$40.0$9.44
2014Detailed filing. Detailed filing data is available for this year.$30.0$2.01$28.0$54.2$28.5$25.7
2013Summary only. Only limited summary data is available for this year.$4.28$1.32$29.7$28.0$1.73
2012Summary only. Only limited summary data is available for this year.$1.23$0.00$19.0$17.8$1.23