Civic Intelligence

Well Rounded Heroes Foundation

990EZ • Fiscal year 2020 • EIN 45-4895191

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 21, 2021

Organization Profilewellroundedheroes.org
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

91st percentile

0.70x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

94th percentile

0.96x

Higher debt load relative to revenue than 94% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

12th percentile

-57%

Higher net margin than 12% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

73rd percentile

32%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

-4.9%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$26,364

Up $6,406 (+32%) from 2019

Net Assets

Down

$7,933

Down $10,994 (-58%) from 2019

Liabilities

Up

$18,431

Up $17,400 (+1688%) from 2019

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin12th percentile

Revenue

Down

$19,251

Down $987 (-4.9%) from 2019

Expenses

Down

$30,245

Down $4,629 (-13%) from 2019

Net Income

Up

-$10,994

Up $3,642 (+25%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2020

Assets$26,364
Liabilities$18,431
Net Assets$7,933
Open 2020 Filing

Operations Trend

Revenue Growth59th 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

2020

Revenue$19,251
Expenses$30,245
Net Income-$10,994
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 21, 2021
Return Version
2020v4.0
Gross Receipts
$19,251
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.$30,245-
Compensation and Service Providers
Top Officer Pay76th 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
2021-04-21
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $2174”

Other Expenses.1012

“Insurance $1034”

Other Expenses.1

“SUPPLIES $1637”

Other Expenses.2

“REPAIRS/MAINTENANCE $386”

Other Expenses.3

“TELEPHONE $335”

Other Expenses.4

“MISCELLANEOUS $297”

Other Expenses.5

“Business registration fees $15”

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”

Total Liabilities.3

“SBA GRANT - Beginning $0 SBA GRANT - Ending $1000”

Total Liabilities.4

“SBA LOAN - Beginning $0 SBA LOAN - Ending $16400”

Raw XML Appendix163 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/BOYAmt019802
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026208
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019251
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10994
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0379
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019958
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026364
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt019251
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018927
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07933
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018927
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07933
IRS990EZ/OccupancyRentUtltsAndMaintAmt023988
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/OtherExpensesTotalAmt05878
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/GrantsAndAllocationsAmt030245
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01031
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt018431
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt030245
IRS990EZ/TotalProgramServiceExpensesAmt030245
IRS990EZ/TotalRevenueAmt019251
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0wellroundedheroes.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020238
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt044570
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt046292
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt059930
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0190281
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/PublicSupportTotal509Amt0190281
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019251
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020238
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044570
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046292
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt059930
IRS990ScheduleA/Total509Grp/TotalAmt0190281
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt019251
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020238
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044570
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt046292
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt059930
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0190281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES $1637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REPAIRS/MAINTENANCE $386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TELEPHONE $335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $297
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BUSINESS REGISTRATION FEES $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CREDIT CARD BALANCE - Beginning $156 CREDIT CARD BALANCE - Ending $156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SALES TAX PAYABLE - Beginning $4 SALES TAX PAYABLE - Ending $4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9STATE TAX - Beginning $1027 STATE TAX - Ending $1027
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SBA GRANT - Beginning $0 SBA GRANT - Ending $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SBA LOAN - Beginning $0 SBA LOAN - Ending $16400
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 Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.4
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM ZAX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-21
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/ZIPCd092620
ReturnHeader/PreparerPersonGrp/PhoneNum09498639900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK T TOMA
ReturnHeader/ReturnTs02021-04-21T14:18:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ADAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZAX
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,364
Liabilities
$18,431
Net assets
$7,933
Revenue
$19,251
Expenses
$30,245
Net income
-$10,994
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
2020Detailed filing. Detailed filing data is available for this year.$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
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