Civic Intelligence

Western Heritage Foundation

EIN 46-3108019 • 501(c)3 • Fresno, CA

Profile

PROMOTE PIONEER HISTORY

504 Van Ness AveFresno, CA 93721-2924

www.westernheritagefoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-136%

Higher net margin than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$2,766

Up $2,766 from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Up

$2,766

Up $2,766 from 2013

Operations
Liabilities / Revenue62nd percentileNet Margin8th percentile

Revenue

$14,625

No earlier filing loaded for comparison.

Expenses

$34,498

No earlier filing loaded for comparison.

Net Income

-$19,873

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0K$2.0K$1.0K$0Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2016: $2,766Liabilities 2016: $0Net Assets 2016: $2,7662016

Highlighted filing

2016

Assets$2,766
Liabilities$0
Net Assets$2,766
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2016: $14,625Expenses 2016: $34,498Net Income 2016: -$19,8732016

Highlighted filing

2016

Revenue$14,625
Expenses$34,498
Net Income-$19,873
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,766
Liabilities
$0
Net assets
$2,766
Revenue
$14,625
Expenses
$34,498
Net income
-$19,873
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$14.6$34.5$19.9
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$14,625
Mission and Program Overview

Mission

PROMOTE PIONEER HISTORY

Program Services

DescriptionGrantsExpenses
BROUGHT PIONEER HISTORY TO LIFE BY PROVIDING NINETY 5TH GRADE STUDENTS WITH A 100 MILE WAGON TRAIN EXPERIENCE-$33,973
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD EGANPresidentcfo-$0--
Filing and Contact Details

Filer

Filer Name
Western Heritage Foundation
EIN
46-3108019
Address
504 VAN NESS AVE, Fresno, CA 93721-2924

Signing Officer

Name
Richard Egan
Title
President
Signed
2017-11-09
Discuss with paid preparer
No

Preparer

Firm
Mcneil & Mcneil Cpas
Address
612 E SHIELDS AVE, Fresno, CA 93704
Preparer
Kelly Mcneil
Phone
5592224481
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Provide 100 mile Wagon Train Experience Grantee Ninety 5th Grade Students Amount 33,973”

Description of other expenses Part I line 16

“Description AmountWIRE FEE 25INSURANCE 500”

Raw XML Appendix125 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RICHARD EGAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05592684764
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0504 VAN NESS AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fresno
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0937212924
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022639
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02766
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014622
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-19873
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022639
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02766
IRS990EZ/GrantsAndSimilarAmountsPaidAmt033973
IRS990EZ/GrossReceiptsAmt014625
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022639
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02766
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022639
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02766
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD EGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENTCFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0525
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE PIONEER HISTORY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BROUGHT PIONEER HISTORY TO LIFE BY PROVIDING NINETY 5TH GRADE STUDENTS WITH A 100 MILE WAGON TRAIN EXPERIENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033973
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034498
IRS990EZ/TotalProgramServiceExpensesAmt033973
IRS990EZ/TotalRevenueAmt014625
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.westernheritagefoundation.org
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028394
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt056123
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt056123
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014622
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028394
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013107
IRS990ScheduleA/Total509Grp/TotalAmt056123
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014625
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt028394
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt013107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt056126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Provide 100 mile Wagon Train Experience Grantee Ninety 5th Grade Students Amount 33,973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountWIRE FEE 25INSURANCE 500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD EGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTERN HERITAGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0463108019
ReturnHeader/Filer/USAddress/AddressLine1Txt0504 VAN NESS AVE
ReturnHeader/Filer/USAddress/CityNm0Fresno
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0937212924
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId044AF65A1B4BC14FB81F04143A1A96DB338CA3BAE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId044AF65A1B4BC14FB81F04143A1A96DB338CA3BAE
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07771612017318krtswfh
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.14.203.254
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTm021:59:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770389427
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCNEIL & MCNEIL CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0612 E SHIELDS AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fresno
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093704
ReturnHeader/PreparerPersonGrp/PhoneNum05592224481
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY MCNEIL
ReturnHeader/ReturnTs02017-11-10T15:44:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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