Civic Intelligence

The Widows Treasure

EIN 46-3353015 • 501(c)3 • Altadena, CA

Profile

Helping widowed men and women redicover the treasure within and heal from the loss.

2804 North Highview AveAltadena, CA 91001

www.varettaheidelberg.com/the-widows-

Siviq Scores

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

Liabilities / Assets

98th percentile

5.38x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

0.51x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

22nd percentile

-22%

Higher net margin than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

94th percentile

152%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

36%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,635

Up $986 (+152%) from 2022

Liabilities

Up

$8,803

Up $4,853 (+123%) from 2022

Net Assets

Down

-$7,168

Down $3,867 (-117%) from 2022

Revenue

Up

$17,290

Up $4,580 (+36%) from 2022

Expenses

Up

$21,157

Up $5,818 (+38%) from 2022

Net Income

Down

-$3,867

Down $1,238 (-47%) from 2022

Trend Graphs

Balance Sheet Trend

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

$10K$5.0K$0-$5.0K-$10KAssets 2021: $2,279Liabilities 2021: $2,951Net Assets 2021: -$6722021Assets 2022: $649Liabilities 2022: $3,950Net Assets 2022: -$3,3012022Assets 2023: $1,635Liabilities 2023: $8,803Net Assets 2023: -$7,1682023

Highlighted filing

2023

Assets$1,635
Liabilities$8,803
Net Assets-$7,168

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2021: $7,780Expenses 2021: $8,452Net Income 2021: -$6722021Revenue 2022: $12,710Expenses 2022: $15,339Net Income 2022: -$2,6292022Revenue 2023: $17,290Expenses 2023: $21,157Net Income 2023: -$3,8672023

Highlighted filing

2023

Revenue$17,290
Expenses$21,157
Net Income-$3,867

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$17,290
Mission and Program Overview

Mission

Helping widowed men and women redicover the treasure within and heal from the loss.

Helping widowed men and women rediscover the treasure within and heal from the loss.

Program Services

DescriptionGrantsExpenses
Creating a healing environment for those that have lost loved ones and finding comfort in others.-$21,157
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Varetta HeidelbergDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Widows Treasure
EIN
46-3353015
Phone
6265909132
Address
2804 North Highview Ave, Altadena, CA 91001

Signing Officer

Name
Varetta Heidelberg
Title
Director
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Folk Financial
Address
940 South Coast Dr 125, Costa Mesa, CA 92626
Preparer
Troy Folk CFP EA
Phone
9495569774
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $377

Other Expenses.1002

Office Expenses $255

Other Expenses.1007

Conferences, Conventions, and Meetings $1721

Other Expenses.1

Outside Services $4276

Other Expenses.2

Meals $372

Other Expenses.5

Bank Charges $184

Other Expenses.6

Misc $106

Other Expenses.7

Auto $100

Other Assets.1007

Receivables-Officers, Directors, Etc. - Beginning $0 Receivables-Officers, Directors, Etc. - Ending $124

Total Liabilities.1

CC - Beginning $0 CC - Ending $7961

Total Liabilities.2

- Beginning $0 - Ending $842

Raw XML Appendix157 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/PersonNm0Varetta Heidelberg
IRS990EZ/BooksInCareOfDetail/PhoneNum06265909132
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 61024
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pasadena
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091116
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0649
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01511
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017290
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3867
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0649
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01635
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt017290
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-3301
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-7168
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-3301
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-7168
IRS990EZ/OccupancyRentUtltsAndMaintAmt013207
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Varetta Heidelberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0124
IRS990EZ/OtherExpensesTotalAmt07391
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Helping widowed men and women rediscover the treasure within and heal from the loss.
IRS990EZ/PrintingPublicationsPostageAmt0556
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Creating a healing environment for those that have lost loved ones and finding comfort in others.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021157
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03950
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08803
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021157
IRS990EZ/TotalProgramServiceExpensesAmt021157
IRS990EZ/TotalRevenueAmt017290
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.varettaheidelberg.com/the-widows-
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037265
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt037265
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012710
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07780
IRS990ScheduleA/Total509Grp/TotalAmt037265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt012710
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07780
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt037265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Outside Services $4276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meals $372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charges $184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Misc $106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Auto $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Receivables-Officers, Directors, Etc. - Beginning $0 Receivables-Officers, Directors, Etc. - Ending $124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CC - Beginning $0 CC - Ending $7961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10- Beginning $0 - Ending $842
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Varetta Heidelberg
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Widows Treasure
ReturnHeader/Filer/BusinessNameControlTxt0WIDO
ReturnHeader/Filer/EIN0463353015
ReturnHeader/Filer/PhoneNum06265909132
ReturnHeader/Filer/USAddress/AddressLine1Txt02804 North Highview Ave
ReturnHeader/Filer/USAddress/CityNm0Altadena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920416023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Folk Financial
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0940 South Coast Dr 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Costa Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092626
ReturnHeader/PreparerPersonGrp/PhoneNum09495569774
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Troy Folk CFP EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-15T14:49:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Varetta
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Heidelberg
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.