Civic Intelligence

Willette Charitable Foundation

990PF • Fiscal year 2024 • EIN 46-2360622

Jan 01, 2024 to Dec 31, 2024 • Filed on May 08, 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

47th percentile

0.01x

Higher debt load relative to assets than 47% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.09x

Higher debt load relative to revenue than 61% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

87th percentile

48%

Higher net margin than 87% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$65,717

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

65th percentile

8.2%

Faster asset growth than 65% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

42%

Faster revenue growth than 75% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$4,648,562

Up $417,542 (+9.9%) from 2022

Net Assets

Up

$4,593,709

Up $362,689 (+8.6%) from 2022

Liabilities

Up

$54,853

Up $54,853 from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin87th percentile

Revenue

Up

$622,028

Up $55,205 (+9.7%) from 2022

Expenses

Up

$322,891

Up $30,236 (+10%) from 2022

Net Income

Up

$299,137

Up $24,969 (+9.1%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2024

Assets$4,648,562
Liabilities$54,853
Net Assets$4,593,709
Open 2024 Filing

Operations Trend

Revenue Growth75th 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

2024

Revenue$622,028
Expenses$322,891
Net Income$299,137
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI L WILLETTECOOPT$65,717-$65,717
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
2025-05-08
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 Appendix285 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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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04294572
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0238264
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt028264
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt053196
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011451
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0135587
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt028264
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0107323
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt064647
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt053196
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011451
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0210000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0171970
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0200234
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/NetInvestmentIncomeAmt024225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12995
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt224225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt35070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41334
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0BANK OVERDRAFT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt054853
TaxesSchedule/TaxesDetail/Amt01192
TaxesSchedule/TaxesDetail/Amt11421
TaxesSchedule/TaxesDetail/Amt21421
TaxesSchedule/TaxesDetail/Amt32142
TaxesSchedule/TaxesDetail/Amt45028
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt4PAYROLL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01192
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11421
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21421
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTI L WILLETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
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/ReturnTs02025-06-17T11:03:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,648,562
Liabilities
$54,853
Net assets
$4,593,709
Revenue
$622,028
Expenses
$322,891
Net income
$299,137
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