Civic Intelligence

Willette Charitable Foundation

990PF • Fiscal year 2021 • EIN 46-2360622

Jan 01, 2021 to Dec 31, 2021 • Filed on May 23, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

72nd percentile

33%

Higher net margin than 72% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

62nd percentile

$56,695

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

41st percentile

4.0%

Faster asset growth than 41% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

229%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,956,852

Up $151,543 (+4.0%) from 2020

Net Assets

Up

$3,956,852

Up $151,543 (+4.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin72nd percentile

Revenue

Up

$459,012

Up $319,526 (+229%) from 2020

Expenses

Down

$307,469

Down $297 (-0.1%) from 2020

Net Income

Up

$151,543

Up $319,823 (+190%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2021

Assets$3,956,852
Liabilities$0
Net Assets$3,956,852
Open 2021 Filing

Operations Trend

Revenue Growth92nd 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

2021

Revenue$459,012
Expenses$307,469
Net Income$151,543
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 23, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI L WILLETTECOOPT$56,695-$56,695
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
2022-05-23
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 Appendix291 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/ExcessFromYear2Amt0135587
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt088028
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ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,956,852
Liabilities
$0
Net assets
$3,956,852
Revenue
$459,012
Expenses
$307,469
Net income
$151,543
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
2021Detailed filing. Detailed filing data is available for this year.$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