Civic Intelligence

Well Rounded Heroes Foundation

990EZ • Fiscal year 2019 • EIN 45-4895191

Jan 01, 2019 to Dec 31, 2019 • Filed on May 17, 2020

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

(949) 289-4428

Siviq Scores

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

Liabilities / Assets

74th percentile

0.05x

Higher debt load relative to assets than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

6th percentile

-72%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

11th percentile

-42%

Faster asset growth than 11% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-55%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$19,958

Down $14,636 (-42%) from 2018

Net Assets

Down

$18,927

Down $14,636 (-44%) from 2018

Liabilities

Flat

$1,031

Flat from 2018

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin6th percentile

Revenue

Down

$20,238

Down $24,332 (-55%) from 2018

Expenses

Down

$34,874

Down $7,103 (-17%) from 2018

Net Income

Down

-$14,636

Down $17,229 (-664%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2019

Assets$19,958
Liabilities$1,031
Net Assets$18,927
Open 2019 Filing

Operations Trend

Revenue Growth9th 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

2019

Revenue$20,238
Expenses$34,874
Net Income-$14,636
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 17, 2020
Return Version
2019v5.0
Gross Receipts
$20,238
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.$34,874-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Filer

Filer Name
Well Rounded Heroes Foundation
EIN
45-4895191
Phone
9492894428
Address
33155 CAMINO CAPISTRANO, SAN JUAN CAPISTRANO, CA 92675

Signing Officer

Name
Adam Zax
Title
President
Signed
2020-05-17
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 $6088”

Other Expenses.1012

“Insurance $1356”

Other Expenses.1

“SUPPLIES $1441”

Other Expenses.2

“TELEPHONE $336”

Other Expenses.3

“MISCELLANEOUS $203”

Other Expenses.4

“Business registration fees $150”

Other Expenses.5

“REPAIRS/MAINTENANCE $98”

Other Expenses.6

“TAXES $10”

Other Assets.1

“CREDIT CARD BALANCE - Beginning $156 CREDIT CARD BALANCE - Ending $156”

Total Liabilities.1

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

Total Liabilities.2

“STATE TAX - Beginning $1027 STATE TAX - Ending $1027”

Raw XML Appendix155 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/BOYAmt034438
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019802
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020238
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14636
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01219
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034594
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019958
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt020238
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033563
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018927
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033563
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018927
IRS990EZ/OccupancyRentUtltsAndMaintAmt023973
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt022.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADAM ZAX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0156
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0156
IRS990EZ/OtherExpensesTotalAmt09682
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/GrantsAndAllocationsAmt034874
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01031
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01031
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt034874
IRS990EZ/TotalProgramServiceExpensesAmt034874
IRS990EZ/TotalRevenueAmt020238
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020238
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt044570
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046292
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt059930
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030569
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0201599
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0201599
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt020238
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044570
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046292
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059930
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030569
IRS990ScheduleA/Total509Grp/TotalAmt0201599
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt020238
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt044570
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046292
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059930
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030569
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0201599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $6088
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES $1441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TELEPHONE $336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISCELLANEOUS $203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BUSINESS REGISTRATION FEES $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REPAIRS/MAINTENANCE $98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAXES $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CREDIT CARD BALANCE - Beginning $156 CREDIT CARD BALANCE - Ending $156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SALES TAX PAYABLE - Beginning $4 SALES TAX PAYABLE - Ending $4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STATE TAX - Beginning $1027 STATE TAX - Ending $1027
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
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 Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.2
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM ZAX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELL ROUNDED HEROES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0454895191
ReturnHeader/Filer/PhoneNum09492894428
ReturnHeader/Filer/USAddress/AddressLine1Txt033155 CAMINO CAPISTRANO
ReturnHeader/Filer/USAddress/CityNm0SAN JUAN CAPISTRANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092675
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330337772
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/ReturnTs02020-05-17T18:40:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,958
Liabilities
$1,031
Net assets
$18,927
Revenue
$20,238
Expenses
$34,874
Net income
-$14,636
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
2019Detailed filing. Detailed filing data is available for this year.$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
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