Civic Intelligence

Well Rounded Heroes Foundation

990EZ • Fiscal year 2016 • EIN 45-4895191

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 06, 2017

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

54th percentile

0.00x

Higher debt load relative to assets than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

Higher debt load relative to revenue than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

90th percentile

80%

Faster asset growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

96%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$33,309

Up $14,774 (+80%) from 2015

Net Assets

Up

$33,305

Up $14,770 (+80%) from 2015

Liabilities

$4

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin81st percentile

Revenue

Up

$59,930

Up $29,361 (+96%) from 2015

Expenses

Up

$45,274

Up $5,265 (+13%) from 2015

Net Income

Up

$14,656

Up $24,096 (+255%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2016

Assets$33,309
Liabilities$4
Net Assets$33,305
Open 2016 Filing

Operations Trend

Revenue Growth93rd 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

2016

Revenue$59,930
Expenses$45,274
Net Income$14,656
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 6, 2017
Return Version
2016v3.0
Gross Receipts
$59,930
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.$45,274-
Compensation and Service Providers
Top Officer PayScore unavailable

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
2017-04-06
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 $998”

Other Expenses.1002

“Office Expenses $401”

Other Expenses.1

“OUTSIDE TEACHING $9225”

Other Expenses.2

“SUPPLIES $5283”

Other Expenses.3

“INSURANCE $1305”

Other Expenses.4

“MISCELLANEOUS $1070”

Other Expenses.5

“TELEPHONE $333”

Other Expenses.6

“ALARM $132”

Other Expenses.7

“TAXES $10”

Other Assets.1

“CREDIT CARD BALANCE - Beginning $0 CREDIT CARD BALANCE - Ending $118”

Total Liabilities.1

“SALES TAX PAYABLE - Beginning $0 SALES TAX PAYABLE - Ending $4”

Raw XML Appendix158 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt018535
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033191
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt059930
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014656
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02825
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018535
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033309
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt059930
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018535
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033305
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018535
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033305
IRS990EZ/OccupancyRentUtltsAndMaintAmt023692
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/OtherAssetsTotalDetail/EOYAmt0118
IRS990EZ/OtherChangesInNetAssetsAmt0114
IRS990EZ/OtherExpensesTotalAmt018757
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT FOR TEACHING CREATIVE PERFORMING AND PHYSICAL ART SKILLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt045274
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045274
IRS990EZ/TotalProgramServiceExpensesAmt045274
IRS990EZ/TotalRevenueAmt059930
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt059930
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030569
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt054159
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0193411
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0193411
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059930
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030569
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt029738
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019015
IRS990ScheduleA/Total509Grp/TotalAmt0193411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059930
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030569
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029739
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019016
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0193413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUTSIDE TEACHING $9225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES $5283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE $1305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $1070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TELEPHONE $333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ALARM $132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAXES $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CREDIT CARD BALANCE - Beginning $0 CREDIT CARD BALANCE - Ending $118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SALES TAX PAYABLE - Beginning $0 SALES TAX PAYABLE - Ending $4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM ZAX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-06
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/ReturnTs02017-04-06T19:19:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,309
Liabilities
$4
Net assets
$33,305
Revenue
$59,930
Expenses
$45,274
Net income
$14,656
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
2016Detailed filing. Detailed filing data is available for this year.$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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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