Civic Intelligence

The W Foundation

990 • Fiscal year 2016 • EIN 54-2069827

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

504 Redwood Blvd 320Novato, CA 94947

(415) 506-3070

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

39th percentile

-0.5%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

43rd percentile

-0.1%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-23%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$571,393

Down $766 (-0.1%) from 2015

Net Assets

Down

$571,393

Down $766 (-0.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$141,560

Down $42,996 (-23%) from 2015

Expenses

Up

$142,326

Up $80,487 (+130%) from 2015

Net Income

Down

-$766

Down $123,483 (-101%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $312,418Liabilities 2010: $02010Assets 2011: $323,645Liabilities 2011: $02011Assets 2012: $339,461Liabilities 2012: $02012Assets 2013: $342,865Net Assets 2013: $342,8652013Assets 2014: $445,290Net Assets 2014: $445,2902014Assets 2015: $572,159Liabilities 2015: $0Net Assets 2015: $572,1592015Assets 2016: $571,393Liabilities 2016: $0Net Assets 2016: $571,3932016Assets 2017: $575,261Liabilities 2017: $0Net Assets 2017: $575,2612017Assets 2018: $587,315Liabilities 2018: $0Net Assets 2018: $587,3152018Assets 2019: $612,839Liabilities 2019: $20,883Net Assets 2019: $591,9562019Assets 2020: $619,950Liabilities 2020: $1,945Net Assets 2020: $618,0052020Assets 2021: $619,136Liabilities 2021: $15,916Net Assets 2021: $603,2202021Assets 2022: $615,390Liabilities 2022: $8,671Net Assets 2022: $606,7192022Assets 2023: $610,808Liabilities 2023: $0Net Assets 2023: $610,8082023Assets 2024: $611,911Liabilities 2024: $0Net Assets 2024: $611,9112024

Highlighted filing

2016

Assets$571,393
Liabilities$0
Net Assets$571,393

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $23,747Expenses 2010: $20,459Net Income 2010: $3,2882010Revenue 2011: $43,175Expenses 2011: $31,948Net Income 2011: $11,2272011Revenue 2012: $44,846Expenses 2012: $29,030Net Income 2012: $15,8162012Revenue 2013: $82,727Expenses 2013: $79,323Net Income 2013: $3,4042013Revenue 2014: $109,086Expenses 2014: $71,661Net Income 2014: $37,4252014Revenue 2015: $184,556Expenses 2015: $61,839Net Income 2015: $122,7172015Revenue 2016: $141,560Expenses 2016: $142,326Net Income 2016: -$7662016Revenue 2017: $172,426Expenses 2017: $168,031Net Income 2017: $4,3952017Revenue 2018: $152,131Expenses 2018: $140,077Net Income 2018: $12,0542018Revenue 2019: $231,219Expenses 2019: $194,451Net Income 2019: $36,7682019Revenue 2020: $70,797Expenses 2020: $44,748Net Income 2020: $26,0492020Revenue 2021: $28,301Expenses 2021: $43,086Net Income 2021: -$14,7852021Revenue 2022: $38,903Expenses 2022: $35,404Net Income 2022: $3,4992022Revenue 2023: $4,472Expenses 2023: $383Net Income 2023: $4,0892023Revenue 2024: $1,177Expenses 2024: $75Net Income 2024: $1,1022024

Highlighted filing

2016

Revenue$141,560
Expenses$142,326
Net Income-$766
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$142,385
Mission and Program Overview

Mission

Foster humanitarian, cultural, and scientific endeavors by supporting organizations that educate and promote science, technology, engeering, mathemathics & economics.

Foster humanitarian, cultural, and scientific endeavors in supporting organizations that educate and promote science, technology, engeering, mathemathics & economics.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$9,622$8,856▼ $766
Inventories for Sale or Use$762$762→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$572,159$571,393▼ $766
Other Assets Total$561,775$561,775→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$572,159$571,393▼ $766
Total Net Assets Fund Balance$572,159$571,393▼ $766
Total Liabilities and Net Assets / Fund Balance$572,159$571,393▼ $766

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$7,000--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$140,713
Program Service Revenue
$0
Investment Income
$1
Other Revenue
$846
All Other Contributions
$140,713
Change in Net Assets
$-766
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$142,326
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$50,400--$50,400
All Other Expenses$6,643$440-$7,083
Office Expenses$1,353$1,353-$2,706
Other Expenses$2,174--$2,174
Insurance-$500-$500
Total Functional Expenses$140,033$2,293$0$142,326
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Two of board members are married to one another. Father in law also serves on the board. Employee serves on the board.

Form 990, Part VI, Line 11B: Form 990 Review Process

The board president, co-president and treasurer review the return and discuss the return prior to filing. They act as a committee of the board and have been delegated the responsibility for the preparation and in depth review of the tax return.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The board of directors is currently reviewing a conflict of interest policy.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
The W Foundation
EIN
54-2069827
Phone
4155063070
Address
504 REDWOOD BLVD 320, NOVATO, CA 94947

Signing Officer

Name
Arlene K Mose
Title
Treasurer
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth G Winans
Formed
2002
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
5
Employees
0
Volunteers
45

Preparer

Firm
Arlene K Mose CPA
Address
367 Civic Drive Suite 12, Pleasant Hill, CA 94523-1935
Preparer
Arlene K Mose CPA
Phone
9256800110
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - THE W FOUNDATIONADVISORY BOARDTHE W FOUNDATIONS'S ADVISORY BOARD IS DESIGNED TO GIVE STRATEGIC DIRECTION AND ADVICE TO THE FOUNDATION TO GUIDE THE ORGANIZATION IN THE FULFILLMENT OF ITS GOALS AND OBJECTIONS. THE ADVISORY BOARD MEMBERS ARE INFLUENTIAL MEMBERS OF THE INTERNATIONAL SPACE AND BUSINESS COMMUNITY WHO HAVE BEEN STRONG SUPPORTERS OF THE GOALS OF TEH W FOUNDATION: TO SUPPORT ORGANIZATIONS THAT PROMOTE SCIENCE, TECHNOLOGY, ENGINEERING, MATH AND ECONOMICS. THE ADVISOR BOARD FOR THE CURRENT YEAR INCLUDE THE FOLLOWING (IN ORDER OF TENURE):Richard F. Gordon, Astronaut (Gemini 9, Apollo 12)Dr. Millie H. Fulford, Astronaut (STS: 40)Robert L. Curbeam, Astronaut (STS: 85,98)John B. Herrington, Astronaut (STS: 113)Rick Searfoss, Astronaut (STS: 90)Bill Pullman, Actor & DirectorWill Wright, Computer Game DesignerJoe Martinez, Model Building ExpertMimi Stuart, Aviation ArtistDon Shields, Former USAF pilot & aerospace executivePaul Heavenridge, Executive Director, LiteracyworksAlfred M. Worden, Astronaut (Apollo 15)

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IRS990/PrincipalOfficerNm0KENNETH G WINANS
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IRS990/ProgSrvcAccomActy2Grp/Desc0OPERATES "THE SPACE STATION" WHICH IS A SPACE MUSEUM FOCUSED ON EDUCATING INDIVIDUALS ABOUT THE EXCITING HISTORY OF SPACE EXPLORATION. THIS "HANDS-ON" SPACE MUSEUM GIVES VISITORS A RARE OPPORTUNITY TO TOUCH AND HOLD SPACE FLOWN ARTIFACTS. VISITORS CAN TRY ON COSMONAUT SPACE GLOVES, WEAR PROTOTYPE SPACE HELMETS, SIT IN A SPACE CRAFT SEAT AND STOMP AROUND IN MOON DUST. THE MUSEUM ALSO CONTAINS ITEMS ORIGINAL FLIGHT EQUIPMENT TO INCLUDE A LUNAR MODULE ENGINE BELL,SPACE SUITS, PHOTOGRAPHS, AND OTHER SPACE ARTIFACTS. NASA ASTRONAUTS ATTEND THE EVENT TO EDUCATE PUBLIC ABOUT SPACE EXPLORATION.
IRS990/ProgSrvcAccomActy3Grp/Desc0THE MUSEUM OF AMERICAN FINANCE IS SUPPORTED BY THE W FOUNDATION TO PROMOTE EDUCATION AND AWARENESS OF MATH/ECONOMICS. ASSETS ON DISPLAY AT THE MUSEUMS INCLUDE AN EDISON TICKER TAPE, STOCK CERTIFICATES SIGNED BY JOHN ROCKEFELLER, AND COLONIAL REAL ESTATE DEEDS. ESTIMATED FAIR MARKET VALUE OF THESE OF ASSETS IS VALUED AT $12,000.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ORGANIZATION ACTIVITIES DIRECTLY FURTHER EXEMPT PURPOSES OF SUPPORTED ORGANIZATION AS FOLLOWS:THE W FOUNDATION HAS ESTABLISHED A LONG-TERM LOAN OF ASSETS WHICH ARE CURRENTLY ON DISPLACE AT CHABOT'S NEW PERMANENT SPACE EXHIBITION: "BEYOND BLASTOFF-SURVIVING IN SPACE". THIS DISPLAY INCLUDES ITEMS FROM THE W FOUNDATION COLLECTION TO INCLUDE THE ORLAN EVA LIFE SUPPORT BACKPACK AND ORLAN EVA SPACE SUIT WHICH HELPS VISITORS GRASP THE COMPLEXITY OF LIFE SUPPORT SYSTEMS NEEDED TO ALLOW ASTRONAUTS TO SAFELY WORK OUTSIDE A SPACECRAFT. THE W FOUNDATION ALSO SHOW CASED ITS SPACE COLLECTION AND PHOTOGRAPHS OF ARTIFACTS THAT HAVE MADE THE LONG JOURNEY TO THE MOON. THE W FOUNDATION ARRANGED TO HAVE VARIOUS NAVY AVIATOR ASTRONAUTS, TO INCLUDE ASTRONAUTS ROBERT CURBEAM AND DICK GORDON, ON SITE TO INTERACT WITH THE PUBLIC AND TELL THEIR STORIES ABOUT ADVENTURES IN OUTER SPACE. SPONSORED PROGRAMS AND EVENTS INCLUDE THE FOLLOWING:2005 - THE W FOUNDATION HAS PROVIDED THE USS HORNET MUSEUM WITH A GEMINI TEST CAPSULE FOR EXHIBIT. 2006 - THE W FOUNDATION PROVIDED FUNDING FOR THE CHABOT LUNAR LANDING SIMULATOR.2007 - THE W FOUNDATION SHOW CASED AN EXHIBIT ENTITLED "OUR SPACE HISTORY" AT A SAN FRANCISCO THEATER. 2008 - THE W FOUNDATION SUPPORTED "BEYOND BLASTOFF - SURVIVING SPACE" AT THE CHABOT SPACE & SCIENCE CENTER IN OAKLAND, CA. THE FOUNDATION ALSO SPONSORED A "NAVY IN SPACE" EXHIBIT COMPLETE WITH ASTRONAUTS AT THE FORT MASON FLEET WEEK EVENT IN SAN FRANCISCO. 2009 - THE FOUNDATION HOSTED AN EXHIBIT CALLED "TO THE MOON - SNOOPY SOARS WITH NASA" AT THE CHARLES SCHULTZ MUSEUM IN SANTA ROSA, CA. APOLLO 11 AND APOLLO 12 ARTIFACTS WERE ON DISPLAY AT THE USS HORNET MUSEUM IN OAKLAND, CA. THE "NAVY IN SPACE" EXHIBIT WAS ALSO HELD AT THE ANNUAL FORT MASON FLEET WEEK EVENT IN SAN FRANCISCO. DURING THIS TIME, VISITORS ARE REMINDED OF THE VARIOUS EXHIBITS AT CHABOT & THE USS HORNET. 2010 - IN OCTOBER 2010, THE FOUNDATION HOSTED ITS ANNUAL NAVY IN SPACE EXHIBIT IN FORT MASON, CA AS PART OF FLEET WEEK. THIS INCLUDED PHOTOGRAPHS AND ARTIFACTS THAT HAVE MADE THE LONG JOURNEY TO THE MOON TO INCLUDE A VISIT WITH NAVY AVIATOR ASTRONAUTS JOHN HERRINGTON WHO HAS FLOWN TO THE INTERNATIONAL SPACE STATION ON THE ENDEAVOR. DURING THIS TIME, VISITORS ARE REMINDED OF THE VARIOUS EXHIBITS AT CHABOT TO INCLUDE "BEYOND BLASTOFF" AND "ONE GIANT LEAP: A MOON ODYSSEY". 2011 - IN OCTOBER 2011, THE FOUNDATION HOSTED ITS ANNUAL NAVY IN SPACE EXHIBIT IN FORT MASON, CA AS PART OF FLEET WEEK. THIS INCLUDED PHOTOGRAPHS AND ARTIFACTS THAT HAVE MADE THE LONG JOURNEY TO THE MOON TO INCLUDE A VISIT WITH NAVY AVIATOR ASTRONAUTS JOHN HERRINGTON, DAN BURSCH, RIC SEARFOSS AND DICK GORDON WHO HAVE FLOWN TO THE INTERNATIONAL SPACE STATION. DURING THIS TIME, VISITORS ARE REMINDED OF THE VARIOUS EXHIBITS AT CHABOT & THE USS HORNET. ITEMS FROM THE W FOUNDATION SPACE COLLECTION HAVE BEEN ON DISPLAY FOR MANY YEARS AT CHABOT SPACE SCIENCE CENTER AND THE USS HORNET MUSEUM. 2012 - THE W FOUNDATION CONTINUED TO DISPLAY THE SPACE COLLECTION AT CHABOT SPACE SCIENCE CENTER AND THE USS HORNET MUSEUM. IN ADDITION, THE W FOUNDATION SPONOSED A JULY 2012 SPACE FESTIVAL IN NOVATO, CA. THE W FOUNDATION HAS ALSO ESTABLISHED A NEW SPACE MUSEUM IN NOVATO, CA CALLED "THE SPACE STATION". THIS EXHIBIT EDUCATES CHILDREN ABOUT THE EXCITING HISTORY OF SPACE EXPLORATION AND TO INCREASE THE PUBLIC'S UNDERSTANDING THAT A STRONG GLOBAL COMMITMENT TOWARD FUTURE SPACE TRAVEL IS KEY TO ACCELERATING OUR CIVILIZATION'S DEVELOPMENT. THIS EXHIBT IS OPEN ON THE WEEKENDS, IS STAFFED COMPLETELY BY VOLUNTEERS, AND IS FREE TO THE PUBLIC. 2013 AND 2014 - THE W FOUNDATION CONTINUED TO DISPLAY THE SPACE COLLECTION AT CHABOT SPACE SCIENCE CENTER AND THE USS HORNET MUSEUM. THE FOUNDATION ALSO OPERATED A SAPCE MUSUEM IN PACHECO PLAZA. STAFFED BY ALL VOLUNTEERS, THE MUSEUM IS FREE TO THE GENERAL PUBLIC. THE MUSEUM HAS ONE OF THE LARGEST COLLECTIONS OF SPACE MEMORABILIA AND EQUIPMENT. THE MUSEUM STAFF WORKS WITH NASA ON SPECIAL EVENTS AND OFTEN HO
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SEE PART VI. THE SUPPORT ORGANIZATION DO NOT HAVE THE ASSETS AND RESOURCES PROVIDED BY THE W FOUNDATION. WITHOUT THE FOUNDATION SUPPORT, THERE WOULD BE NO DISPLAYS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc02014 MISC SPACE ARTIFICATS
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc22016-NEW ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3ADDITIONAL ARTIFACTS
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc5ANTIQUE FINANCIAL BONDS/STOCKS (D)
IRS990ScheduleD/OtherAssetsOrgGrp/Desc6APOLLO 13 COLLECTIBLES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc7BOOKS/PHOTOS/MODELS/SPACE ARTIFACTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc8COLLECTIBLE ARTIFACTS/SUIT
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.01$0.00$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.04$0.00$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.15$0.09$6.07$0.39$0.35$0.03
2021Detailed filing. Detailed filing data is available for this year.$6.19$0.16$6.03$0.28$0.43$0.15
2020Detailed filing. Detailed filing data is available for this year.$6.20$0.02$6.18$0.71$0.45$0.26
2019Detailed filing. Detailed filing data is available for this year.$6.13$0.21$5.92$2.31$1.94$0.37
2018Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$1.52$1.40$0.12
2017Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$1.72$1.68$0.04
2016Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$1.42$1.42$0.01
2015Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$1.85$0.62$1.23
2014Detailed filing. Detailed filing data is available for this year.$4.45$4.45$1.09$0.72$0.37
2013Detailed filing. Detailed filing data is available for this year.$3.43$3.43$0.83$0.79$0.03
2012Summary only. Only limited summary data is available for this year.$3.39$0.00$0.45$0.29$0.16
2011Summary only. Only limited summary data is available for this year.$3.24$0.00$0.43$0.32$0.11
2010Summary only. Only limited summary data is available for this year.$3.12$0.00$0.24$0.20$0.03