Civic Intelligence

Willette Charitable Foundation

990PF • Fiscal year 2019 • EIN 46-2360622

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

Organization Profile
5 AuroraIrvine, CA 92603

(949) 433-9401

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

9th percentile

-59%

Higher net margin than 9% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

58th percentile

$52,892

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 19.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

21st percentile

-3.9%

Faster asset growth than 21% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

19th percentile

-18%

Faster revenue growth than 19% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$3,973,589

Down $163,272 (-3.9%) from 2018

Net Assets

Down

$3,973,589

Down $163,272 (-3.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin9th percentile

Revenue

Down

$278,994

Down $60,671 (-18%) from 2018

Expenses

Up

$442,266

Up $42,826 (+11%) from 2018

Net Income

Down

-$163,272

Down $103,497 (-173%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $3,692,563Liabilities 2013: $02013Assets 2014: $3,823,311Liabilities 2014: $0Net Assets 2014: $3,823,3112014Assets 2015: $4,248,488Liabilities 2015: $12015Assets 2016: $4,052,891Liabilities 2016: $0Net Assets 2016: $4,052,8912016Assets 2017: $4,184,282Liabilities 2017: $0Net Assets 2017: $4,184,2822017Assets 2018: $4,136,861Liabilities 2018: $0Net Assets 2018: $4,136,8612018Assets 2019: $3,973,589Liabilities 2019: $0Net Assets 2019: $3,973,5892019Assets 2020: $3,805,309Liabilities 2020: $0Net Assets 2020: $3,805,3092020Assets 2021: $3,956,852Liabilities 2021: $0Net Assets 2021: $3,956,8522021Assets 2022: $4,231,020Liabilities 2022: $0Net Assets 2022: $4,231,0202022Assets 2024: $4,648,562Liabilities 2024: $54,853Net Assets 2024: $4,593,7092024

Highlighted filing

2019

Assets$3,973,589
Liabilities$0
Net Assets$3,973,589
Open 2019 Filing

Operations Trend

Revenue Growth19th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $156,761Expenses 2013: $68,597Net Income 2013: $88,1642013Revenue 2014: $452,594Expenses 2014: $321,846Net Income 2014: $130,7482014Revenue 2015: $786,656Expenses 2015: $379,380Net Income 2015: $407,2762015Revenue 2016: $293,603Expenses 2016: $409,609Net Income 2016: -$116,0062016Revenue 2017: $573,064Expenses 2017: $438,887Net Income 2017: $134,1772017Revenue 2018: $339,665Expenses 2018: $399,440Net Income 2018: -$59,7752018Revenue 2019: $278,994Expenses 2019: $442,266Net Income 2019: -$163,2722019Revenue 2020: $139,486Expenses 2020: $307,766Net Income 2020: -$168,2802020Revenue 2021: $459,012Expenses 2021: $307,469Net Income 2021: $151,5432021Revenue 2022: $566,823Expenses 2022: $292,655Net Income 2022: $274,1682022Revenue 2024: $622,028Expenses 2024: $322,891Net Income 2024: $299,1372024

Highlighted filing

2019

Revenue$278,994
Expenses$442,266
Net Income-$163,272
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 17, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI L WILLETTECOOPT$52,892-$52,892
Filing and Contact Details

Filer

Filer Name
Willette Charitable Foundation
EIN
46-2360622
Phone
9494339401
Address
5 AURORA, IRVINE, CA 92603

Signing Officer

Name
Kristi L Willette
Title
COO
Signed
2020-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Steven E Fishman CPA
Address
20 N Raymond Ave Suite 250, Pasadena, CA 91103-4488
Preparer
Steven E Fishman
Phone
6267930909
Raw XML Appendix332 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DONATION WILL UNDERWRITE COLLEGE READINESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONATION FOR SUPPORT OF VETS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0INTERNATIONAL MYELOMA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SEMPER FI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2THE WOODEN FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3WORKING WARDROBE VET NET PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012650 RIVERSIDE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 555193
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21810 N MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31851 KETTERING STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VALLEY VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CAMP PENDELTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SANTA ANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392614
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0350000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0214413
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0214413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt088028
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0116552
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt057072
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09669
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09669
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0402665
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0135587
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt088028
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05426
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0116552
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt057072
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0350000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0135587
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0412334
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0276747
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EVENT COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER OPERATING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt021441
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12143
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt221441
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33252
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4994
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt575
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6318
TaxesSchedule/TaxesDetail/Amt0550
TaxesSchedule/TaxesDetail/Amt12743
TaxesSchedule/TaxesDetail/Amt24263
TaxesSchedule/TaxesDetail/Amt310
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt3STATE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0550
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12743
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTI L WILLETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLETTE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0462360622
ReturnHeader/Filer/PhoneNum09494339401
ReturnHeader/Filer/USAddress/AddressLine1Txt05 AURORA
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092603
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954683620
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steven E Fishman CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 N Raymond Ave Suite 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0911034488
ReturnHeader/PreparerPersonGrp/PhoneNum06267930909
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven E Fishman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-06-23T14:21:25-07:00
ReturnHeader/ReturnTypeCd0990PF
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,973,589
Liabilities
$0
Net assets
$3,973,589
Revenue
$278,994
Expenses
$442,266
Net income
-$163,272
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.65$0.05$4.59$0.62$0.32$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.00$4.23$0.57$0.29$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.00$3.96$0.46$0.31$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.81$0.00$3.81$0.14$0.31$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.28$0.44$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.34$0.40$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.57$0.44$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.29$0.41$0.12
2015Summary only. Only limited summary data is available for this year.$4.25$0.00$0.79$0.38$0.41
2014Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.45$0.32$0.13
2013Summary only. Only limited summary data is available for this year.$3.69$0.00$0.16$0.07$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $1M-$5M nonprofits