Civic Intelligence

Willette Charitable Foundation

990PF • Fiscal year 2023 • EIN 46-2360622

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2025

Organization Profile
5 AuroraIrvine, CA 92603

(949) 433-9410

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

62nd percentile

$58,760

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

47th percentile

1.5%

Faster asset growth than 47% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-22%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,294,572

Up $63,552 (+1.5%) from 2022

Net Assets

Up

$4,294,572

Up $63,552 (+1.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin67th percentile

Revenue

Down

$439,569

Down $127,254 (-22%) from 2022

Expenses

Up

$376,017

Up $83,362 (+28%) from 2022

Net Income

Down

$63,552

Down $210,616 (-77%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th 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 2023: $4,294,572Liabilities 2023: $0Net Assets 2023: $4,294,5722023Assets 2024: $4,648,562Liabilities 2024: $54,853Net Assets 2024: $4,593,7092024

Highlighted filing

2023

Assets$4,294,572
Liabilities$0
Net Assets$4,294,572
Open 2023 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 2023: $439,569Expenses 2023: $376,017Net Income 2023: $63,5522023Revenue 2024: $622,028Expenses 2024: $322,891Net Income 2024: $299,1372024

Highlighted filing

2023

Revenue$439,569
Expenses$376,017
Net Income$63,552
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI L WILLETTECOOPT$58,760-$58,760
Filing and Contact Details

Filer

Filer Name
Willette Charitable Foundation
EIN
46-2360622
Phone
9494339410
Address
5 AURORA, IRVINE, CA 92603

Signing Officer

Name
Kristi L Willette
Title
COO
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Fishman Geller & Stepanian Llp
Address
150 E Colorado Blvd Suite 210, Pasadena, CA 91105
Preparer
Steven E Fishman
Phone
6267930909
Raw XML Appendix312 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01000
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0160042
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB VARIOUS SALES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0277822
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt024183
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt063552
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04294572
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04231020
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0221804
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0221804
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0221804
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0227485
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05681
IRS990PF/DistributableAmountGrp/TotalTaxAmt05681
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05681
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01650
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05681
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07332
IRS990PF/FMVAssetsEOYAmt04802922
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03604399
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010602
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0881759
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0321775
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0626621
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0690173
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0378473
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04240521
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt069285
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt058760
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KRISTI L WILLETTE
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0275000
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09494339410
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt435000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION FOR WORK OF MONITORING PEOPLE WITH MULTIPLE MYELOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION FOR MILITARY FAMILIES IN NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DONATION WILL UNDERWRITE COLLEGE READINESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONATION FOR SUPPORT OF VETS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO PROVIDE CANCER CURE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ASSIST HOMELESSNESS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SEMPER FI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2THE WOODEN FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3WORKING WARDROBE VET NET PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CITY OF HOPE
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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/AddressLine1Txt41500 E DUARTE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51 HOPE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VALLEY VILLAGE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0221804
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0221804
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011451
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0135587
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt043782
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt043782
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0200234
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt053196
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011451
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0135587
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0275000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt053196
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0244016
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0190820
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER OPERATING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt022537
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12298
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt222537
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32237
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41214
TaxesSchedule/TaxesDetail/Amt01833
TaxesSchedule/TaxesDetail/Amt11833
TaxesSchedule/TaxesDetail/Amt21833
TaxesSchedule/TaxesDetail/Amt31833
TaxesSchedule/TaxesDetail/Amt44608
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt3FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt4PAYROLL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01833
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11833
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21833
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt31833
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTI L WILLETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLETTE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0462360622
ReturnHeader/Filer/PhoneNum09494339410
ReturnHeader/Filer/USAddress/AddressLine1Txt05 AURORA
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092603
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0932841092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FISHMAN GELLER & STEPANIAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 E Colorado Blvd Suite 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091105
ReturnHeader/PreparerPersonGrp/PhoneNum06267930909
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven E Fishman
ReturnHeader/ReturnTs02025-05-13T10:36:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,294,572
Liabilities
$0
Net assets
$4,294,572
Revenue
$439,569
Expenses
$376,017
Net income
$63,552
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
2023Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.44$0.38$0.06
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