Civic Intelligence

The Widows Treasure

990EZ • Fiscal year 2022 • EIN 46-3353015

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 14, 2023

2804 North Highview AveAltadena, CA 91001

(626) 590-9132

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

99th percentile

6.09x

Higher debt load relative to assets than 99% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

89th percentile

0.31x

Higher debt load relative to revenue than 89% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

19th percentile

-21%

Higher net margin than 19% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

6th percentile

-72%

Faster asset growth than 6% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

77th percentile

63%

Faster revenue growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$649

Down $1,630 (-72%) from 2021

Net Assets

Down

-$3,301

Down $2,629 (-391%) from 2021

Liabilities

Up

$3,950

Up $999 (+34%) from 2021

Revenue

Up

$12,710

Up $4,930 (+63%) from 2021

Expenses

Up

$15,339

Up $6,887 (+81%) from 2021

Net Income

Down

-$2,629

Down $1,957 (-291%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2022

Assets$649
Liabilities$3,950
Net Assets-$3,301

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$12,710
Expenses$15,339
Net Income-$2,629
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 14, 2023
Return Version
2022v5.0
Gross Receipts
$12,710
Mission and Program Overview

Mission

Helping widowed men and women redicover 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.--
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
2023-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Troy Folk EA CFP
Address
19600 Fairchild Rd Ste 250, Irvine, CA 92612
Preparer
Troy Folk CFP EA
Phone
9495569774
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $120

Other Expenses.1002

Office Expenses $2602

Other Expenses.1

Outside Services $1201

Other Expenses.2

REimbursements $601

Other Expenses.4

Meals $248

Other Expenses.5

Bank Charges $144

Other Expenses.7

Auto $45

Other Expenses.8

Parking $22

Other Expenses.9

Misc $20

Other Assets.1007

Receivables-Officers, Directors, Etc. - Beginning $576 Receivables-Officers, Directors, Etc. - Ending $0

Other Assets.1

Uncatagorized - Beginning $39 Uncatagorized - Ending $0

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $1538 Accounts Payable and Accrued Expenses - Ending $1222

Total Liabilities.1006

Payable to Officers, Directors, Etc. - Beginning $1413 Payable to Officers, Directors, Etc. - Ending $2728

Raw XML Appendix155 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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IRS990EZ/BooksInCareOfDetail/PhoneNum06265909132
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 61024
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pasadena
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091116
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01664
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0649
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IRS990EZ/ContributionsGiftsGrantsEtcAmt012710
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-672
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-3301
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-672
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-3301
IRS990EZ/OccupancyRentUtltsAndMaintAmt09680
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0581
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Creating a healing environment for those that have lost loved ones and finding comfort in others.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02951
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03950
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015339
IRS990EZ/TotalRevenueAmt012710
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.varettaheidelberg.com/the-widows-
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020490
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/PublicSupportTotal509Amt020490
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012710
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07780
IRS990ScheduleA/Total509Grp/TotalAmt020490
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012710
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07780
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt020490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $2602
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Outside Services $1201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REimbursements $601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meals $248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charges $144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Auto $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Parking $22
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Misc $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Receivables-Officers, Directors, Etc. - Beginning $576 Receivables-Officers, Directors, Etc. - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Uncatagorized - Beginning $39 Uncatagorized - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Payable and Accrued Expenses - Beginning $1538 Accounts Payable and Accrued Expenses - Ending $1222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Payable to Officers, Directors, Etc. - Beginning $1413 Payable to Officers, Directors, Etc. - Ending $2728
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1006
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/SignatureDt02023-10-14
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/PreparerFirmName/BusinessNameLine1Txt0Troy Folk EA CFP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019600 Fairchild Rd Ste 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum09495569774
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Troy Folk CFP EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-14T13:19:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Varetta
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Heidelberg
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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