Civic Intelligence

Willette Charitable Foundation

990PF • Fiscal year 2020 • EIN 46-2360622

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 07, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

7th percentile

-121%

Higher net margin than 7% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

61st percentile

$54,769

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 39.3% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

19th percentile

-4.2%

Faster asset growth than 19% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-50%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,805,309

Down $168,280 (-4.2%) from 2019

Net Assets

Down

$3,805,309

Down $168,280 (-4.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Down

$139,486

Down $139,508 (-50%) from 2019

Expenses

Down

$307,766

Down $134,500 (-30%) from 2019

Net Income

Down

-$168,280

Down $5,008 (-3.1%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2020

Assets$3,805,309
Liabilities$0
Net Assets$3,805,309
Open 2020 Filing

Operations Trend

Revenue Growth10th 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

2020

Revenue$139,486
Expenses$307,766
Net Income-$168,280
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 7, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI L WILLETTECOOPT$54,769-$54,769
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
2021-09-07
Discuss with paid preparer
Yes

Preparer

Firm
Steven E Fishman CPA
Address
20 N Raymond Ave Suite 250, Pasadena, CA 91103
Preparer
Steven E Fishman
Phone
6267930909
Raw XML Appendix277 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/UndistributedIncomeGrp/QualifyingDistributionsAmt0220000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011451
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0414116
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0402665
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER OPERATING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02163
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt119201
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22117
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32353
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt475
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5322
TaxesSchedule/TaxesDetail/Amt04393
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAX
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/PersonNm0KRISTI L WILLETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-07
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/ZIPCd091103
ReturnHeader/PreparerPersonGrp/PhoneNum06267930909
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven E Fishman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-08T11:05:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTI L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLETTE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,805,309
Liabilities
$0
Net assets
$3,805,309
Revenue
$139,486
Expenses
$307,766
Net income
-$168,280
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
2020Detailed filing. Detailed filing data is available for this year.$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