Civic Intelligence

Wr Charitable Foundation

990EZ • Fiscal year 2017 • EIN 46-0612311

Jan 01, 2017 to Dec 31, 2017 • Filed on May 18, 2018

2351 Sunset Blvd 170-646Rocklin, CA 95765

(916) 532-6410

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

75th percentile

26%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$82,479

Up $17,068 (+26%) from 2016

Net Assets

Up

$82,479

Up $17,068 (+26%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$68,869

Up $17,097 (+33%) from 2016

Expenses

Up

$51,801

Up $19,662 (+61%) from 2016

Net Income

Down

$17,068

Down $2,565 (-13%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2014: $23,115Liabilities 2014: $0Net Assets 2014: $23,1152014Assets 2015: $45,778Liabilities 2015: $0Net Assets 2015: $45,7782015Assets 2016: $65,411Liabilities 2016: $0Net Assets 2016: $65,4112016Assets 2017: $82,479Liabilities 2017: $0Net Assets 2017: $82,4792017Assets 2018: $38,652Liabilities 2018: $0Net Assets 2018: $38,6522018Assets 2019: $52,068Liabilities 2019: $0Net Assets 2019: $52,0682019Assets 2020: $28,637Liabilities 2020: $0Net Assets 2020: $28,6372020Assets 2021: $62,845Liabilities 2021: $0Net Assets 2021: $62,8452021Assets 2022: $87,094Liabilities 2022: $0Net Assets 2022: $87,0942022Assets 2023: $72,946Liabilities 2023: $0Net Assets 2023: $72,9462023Assets 2024: $56,532Net Assets 2024: $56,5322024

Highlighted filing

2017

Assets$82,479
Liabilities$0
Net Assets$82,479

Operations Trend

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

$100K$50K$0-$50KRevenue 2014: $39,923Expenses 2014: $45,314Net Income 2014: -$5,3912014Revenue 2015: $44,812Expenses 2015: $22,149Net Income 2015: $22,6632015Revenue 2016: $51,772Expenses 2016: $32,139Net Income 2016: $19,6332016Revenue 2017: $68,869Expenses 2017: $51,801Net Income 2017: $17,0682017Revenue 2018: $40,927Expenses 2018: $84,754Net Income 2018: -$43,8272018Revenue 2019: $47,047Expenses 2019: $33,631Net Income 2019: $13,4162019Revenue 2020: $28,070Expenses 2020: $51,501Net Income 2020: -$23,4312020Revenue 2021: $82,985Expenses 2021: $48,777Net Income 2021: $34,2082021Revenue 2022: $73,279Expenses 2022: $49,030Net Income 2022: $24,2492022Revenue 2023: $57,002Expenses 2023: $71,150Net Income 2023: -$14,1482023Revenue 2024: $65,829Expenses 2024: $82,243Net Income 2024: -$16,4142024

Highlighted filing

2017

Revenue$68,869
Expenses$51,801
Net Income$17,068
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 18, 2018
Return Version
2017v2.2
Gross Receipts
$105,546
Mission and Program Overview

Mission

Promote awareness of and help research and find cures for various forms of cancer

Program Services

DescriptionGrantsExpenses
Cancer research, helping families of cancer patients$1,990-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael GoehringPresident-$0--
Obie ScottTreasurer-$0--
Steve UptonSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Strokes 4 Hope Golf Event$105,546$105,546$276$105,270
Total Events$105,546$105,546$36,677$68,869
Filing and Contact Details

Filer

Filer Name
WR Charitable Foundation
EIN
46-0612311
Address
2351 Sunset Blvd 170-646, Rocklin, CA 95765

Signing Officer

Name
Obie Scott
Title
Treasurer
Signed
2018-05-18
Discuss with paid preparer
Yes

Preparer

Firm
Cramer and Associates Accountancy Corp
Address
5800 Stanford Ranch Rd STE 220, ROCKLIN, CA 95765
Preparer
Clint D Cramer
Phone
9168644272
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: UCSF Rugo Breast Cancer Research | Donee's Address: 220 Montgomery St 5th Floor San Francisco CA 94143 | Cash Amount Given: $25000

Grants and Similar Amounts Paid In Excess of $5,000.3

| Donee's Name: Various Cancer Affected Families | Donee's Address: Various Rocklin CA 95765 | Cash Amount Given: $22500

Other Expenses.1012

Insurance $1080

Other Expenses.1

BOD Meeting $1861

Other Expenses.2

Website $910

Raw XML Appendix151 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/PersonNm0Michael Goehring
IRS990EZ/BooksInCareOfDetail/PhoneNum09165326410
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02276 Wild Plains Circle
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rocklin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095765
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065411
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082479
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt017068
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt082479
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt047500
IRS990EZ/GrossReceiptsAmt0105546
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065411
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082479
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065411
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082479
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03851
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote awareness of and help research and find cures for various forms of cancer
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Cancer research, helping families of cancer patients
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01990
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt036677
IRS990EZ/SpecialEventsNetIncomeLossAmt068869
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051801
IRS990EZ/TotalProgramServiceExpensesAmt01990
IRS990EZ/TotalRevenueAmt068869
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.strokes4hope.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028750
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/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt028750
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028750
IRS990ScheduleA/Total509Grp/TotalAmt028750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt028750
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt028750
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt036677
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0200
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Strokes 4 Hope Golf Event
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07163
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07163
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0105546
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0105546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0105546
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt068869
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt017038
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt017038
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0276
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0276
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt012000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt012000
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0Strokes 4 Hope Golf Fundraising Event
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: UCSF Rugo Breast Cancer Research | Donee's Address: 220 Montgomery St 5th Floor San Francisco CA 94143 | Cash Amount Given: $25000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Various Cancer Affected Families | Donee's Address: Various Rocklin CA 95765 | Cash Amount Given: $22500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOD Meeting $1861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Website $910
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Obie Scott
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WR Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WRCH
ReturnHeader/Filer/EIN0460612311
ReturnHeader/Filer/USAddress/AddressLine1Txt02351 Sunset Blvd 170-646
ReturnHeader/Filer/USAddress/CityNm0Rocklin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095765
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800123707
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRAMER AND ASSOCIATES ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05800 Stanford Ranch Rd STE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095765
ReturnHeader/PreparerPersonGrp/PhoneNum09168644272
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Clint D Cramer
ReturnHeader/ReturnTs02018-05-18T10:39:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings