Civic Intelligence

Walnut Creek Rotary Club Community Foundation

990EZ • Fiscal year 2017 • EIN 68-0186826

Jul 01, 2016 to Jun 30, 2017 • Filed on May 08, 2018

Organization ProfileN/A
P O Box 4191Walnut Creek, CA 94596

(925) 954-0100

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

57th percentile

6.3%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-57%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$451,495

Up $26,915 (+6.3%) from 2016

Net Assets

Up

$451,495

Up $26,915 (+6.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin91st percentile

Revenue

Down

$57,502

Down $77,261 (-57%) from 2016

Expenses

Down

$30,587

Down $7,525 (-20%) from 2016

Net Income

Down

$26,915

Down $69,736 (-72%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$600K$400K$200K$0Assets 2011: $282,881Liabilities 2011: $02011Assets 2012: $296,236Liabilities 2012: $02012Assets 2013: $302,322Liabilities 2013: $02013Assets 2014: $306,121Liabilities 2014: $0Net Assets 2014: $306,1212014Assets 2015: $319,611Liabilities 2015: $0Net Assets 2015: $319,6112015Assets 2016: $424,580Liabilities 2016: $0Net Assets 2016: $424,5802016Assets 2017: $451,495Liabilities 2017: $0Net Assets 2017: $451,4952017Assets 2018: $446,911Liabilities 2018: $0Net Assets 2018: $446,9112018Assets 2019: $467,487Liabilities 2019: $0Net Assets 2019: $467,4872019Assets 2020: $510,168Liabilities 2020: $0Net Assets 2020: $510,1682020Assets 2021: $541,408Liabilities 2021: $0Net Assets 2021: $541,4082021Assets 2022: $572,627Liabilities 2022: $0Net Assets 2022: $572,6272022Assets 2023: $586,463Liabilities 2023: $0Net Assets 2023: $586,4632023Assets 2024: $595,013Liabilities 2024: $0Net Assets 2024: $595,0132024

Highlighted filing

2017

Assets$451,495
Liabilities$0
Net Assets$451,495
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $42,046Expenses 2011: $33,307Net Income 2011: $8,7392011Revenue 2012: $40,639Expenses 2012: $27,284Net Income 2012: $13,3552012Revenue 2013: $36,821Expenses 2013: $30,735Net Income 2013: $6,0862013Revenue 2014: $43,281Expenses 2014: $39,396Net Income 2014: $3,8852014Revenue 2015: $53,877Expenses 2015: $40,387Net Income 2015: $13,4902015Revenue 2016: $134,763Expenses 2016: $38,112Net Income 2016: $96,6512016Revenue 2017: $57,502Expenses 2017: $30,587Net Income 2017: $26,9152017Revenue 2018: $57,609Expenses 2018: $62,193Net Income 2018: -$4,5842018Revenue 2019: $66,205Expenses 2019: $45,629Net Income 2019: $20,5762019Revenue 2020: $71,073Expenses 2020: $28,392Net Income 2020: $42,6812020Revenue 2021: $63,425Expenses 2021: $32,185Net Income 2021: $31,2402021Revenue 2022: $69,445Expenses 2022: $38,226Net Income 2022: $31,2192022Revenue 2023: $58,110Expenses 2023: $44,274Net Income 2023: $13,8362023Revenue 2024: $42,637Expenses 2024: $34,087Net Income 2024: $8,5502024

Highlighted filing

2017

Revenue$57,502
Expenses$30,587
Net Income$26,915
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 8, 2018
Return Version
2016v3.0
Gross Receipts
$91,179
Mission and Program Overview

Mission

Walnut creek rotary club community foundation is a supporting arm to the rotary club of walnut creek to raise funds to provide charitable giving to qualified charities (irs 501(c)(3)) within the community. Also to provide funding for students to pursue their educational goals with scholarships.

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER RUANEChairperson-$0--
JOE DOHERTYSecretary-$0--
MILT SMITHTreasurer-$0--
DESS BENEDETTODirector-$0--
BRUCE JOHNSONDirector-$0--
ANDY MARSHALLDirector-$0--
TRUDY TRINERDirector-$0--
DONNA MONTANADirector-$0--
LANCE MENDESDirector-$0--
CHRISTY DEVOEDirector-$0--
LAYTON HANSENDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Feed$74,870$61,745$12,911$48,834
Total Events$74,870$61,745$33,677$28,068
Filing and Contact Details

Filer

Filer Name
Walnut Creek Rotary Club Community
EIN
68-0186826
Phone
9259540100
Address
P O BOX 4191, WALNUT CREEK, CA 94596

Signing Officer

Name
Layton Hanson
Title
Treasurer
Phone
9259540100
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Rgp Llp
Address
3468 BUSKIRK AVE SUITE 308, PLEASANT HILL, CA 94523
Preparer
Thomas Rockwell
Phone
9259540100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest & dividends. Amount: 8,029.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: develop program for virtual reality program. Grantee name: rotary international district 5160. Grantee address: po box 773 danville, ca 94526. Grantee relationship: none. Property description: cash. Date of gift: 03/28/17. Amount given: 3,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: to help prevention of suicide. Grantee name: american foundation for suicide prevention. Grantee address: 120 wall street, 29th florr new york, ny 10005. Grantee relationship: none. Property description: cash. Date of gift: 03/28/17. Amount given: 1,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: assist people with disabilities. Grantee name: ability now bay area. Grantee address: 4500 lincoln avenue oakland, ca 94602. Grantee relationship: none. Property description: cash. Date of gift: 12/15/16. Amount given: 2,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: provide wheelchairs for people with disabilities. Grantee name: wheelchair foundation. Grantee address: 3820 blackhawk road danville, ca 94506. Grantee relationship: none. Property description: cash. Date of gift: 10/03/16. Amount given: 6,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: college scholarship. Grantee name: gonzaga university. Grantee address: 502 e boone ave spokane, wa 99258. Grantee relationship: none. Property description: cash. Date of gift: 07/03/16. Amount given: 3,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: college scholarship. Grantee name: university of california. Grantee address: one shields avenue davis, ca 95616. Grantee relationship: none. Property description: cash. Date of gift: 07/03/16. Amount given: 3,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: medical care for uninsured. Grantee name: rotarcare clinic. Grantee address: po box 18430 san jose, ca 95158. Grantee relationship: none. Property description: cash. Date of gift: 03/28/17. Amount given: 3,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: youth leadership(camp royal & venture) 5 students. Grantee name: rotary international district 5160. Grantee address: 1945 hackett drive woodland, ca 95776. Grantee relationship: none. Property description: cash. Date of gift: 01/13/17. Amount given: 3,390.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community support for the arts. Grantee name: diablo symphony. Grantee address: po box 2222 walnut creek, ca 94595. Grantee relationship: none. Property description: cash. Date of gift: 02/09/17. Amount given: 500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: support for youth. Grantee name: walton woods camp-trinity fellowship. Grantee address: 65 alta hill way walnut creek, ca 94595. Grantee relationship: none. Property description: cash. Date of gift: 03/28/17. Amount given: 2,225.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: providing homes for people without homes to live in. Grantee name: shelter, inc. Of contra costa. Grantee address: 1333 willow pass road, suite 206 concord, ca 94520. Grantee relationship: none. Property description: cash. Date of gift: 03/28/17. Amount given: 3,000. Total included on form 990-ez, line 10: 30,115.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: administrative exp (bank fee & insurance). Amount: 472.”

Raw XML Appendix239 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/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER RUANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOE DOHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MILT SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DESS BENEDETTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRUCE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANDY MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TRUDY TRINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DONNA MONTANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LANCE MENDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CHRISTY DEVOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10LAYTON HANSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0472
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0WALNUT CREEK ROTARY CLUB COMMUNITY FOUNDATION IS A SUPPORTING ARM TO THE ROTARY CLUB OF WALNUT CREEK TO RAISE FUNDS TO PROVIDE CHARITABLE GIVING TO QUALIFIED CHARITIES (IRS 501(C)(3)) WITHIN THE COMMUNITY. ALSO TO PROVIDE FUNDING FOR STUDENTS TO PURSUE THEIR EDUCATIONAL GOALS WITH SCHOLARSHIPS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010576
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST & DIVIDENDS. AMOUNT: 8,029.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: DEVELOP PROGRAM FOR VIRTUAL REALITY PROGRAM. GRANTEE NAME: ROTARY INTERNATIONAL DISTRICT 5160. GRANTEE ADDRESS: PO BOX 773 DANVILLE, CA 94526. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/28/17. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: TO HELP PREVENTION OF SUICIDE. GRANTEE NAME: AMERICAN FOUNDATION FOR SUICIDE PREVENTION. GRANTEE ADDRESS: 120 WALL STREET, 29TH FLORR NEW YORK, NY 10005. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/28/17. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: ASSIST PEOPLE WITH DISABILITIES. GRANTEE NAME: ABILITY NOW BAY AREA. GRANTEE ADDRESS: 4500 LINCOLN AVENUE OAKLAND, CA 94602. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/15/16. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: PROVIDE WHEELCHAIRS FOR PEOPLE WITH DISABILITIES. GRANTEE NAME: WHEELCHAIR FOUNDATION. GRANTEE ADDRESS: 3820 BLACKHAWK ROAD DANVILLE, CA 94506. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/03/16. AMOUNT GIVEN: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: COLLEGE SCHOLARSHIP. GRANTEE NAME: GONZAGA UNIVERSITY. GRANTEE ADDRESS: 502 E BOONE AVE SPOKANE, WA 99258. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 07/03/16. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: COLLEGE SCHOLARSHIP. GRANTEE NAME: UNIVERSITY OF CALIFORNIA. GRANTEE ADDRESS: ONE SHIELDS AVENUE DAVIS, CA 95616. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 07/03/16. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: MEDICAL CARE FOR UNINSURED. GRANTEE NAME: ROTARCARE CLINIC. GRANTEE ADDRESS: PO BOX 18430 SAN JOSE, CA 95158. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/28/17. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: YOUTH LEADERSHIP(CAMP ROYAL & VENTURE) 5 STUDENTS. GRANTEE NAME: ROTARY INTERNATIONAL DISTRICT 5160. GRANTEE ADDRESS: 1945 HACKETT DRIVE WOODLAND, CA 95776. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/13/17. AMOUNT GIVEN: 3,390.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: COMMUNITY SUPPORT FOR THE ARTS. GRANTEE NAME: DIABLO SYMPHONY. GRANTEE ADDRESS: PO BOX 2222 WALNUT CREEK, CA 94595. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/09/17. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: SUPPORT FOR YOUTH. GRANTEE NAME: WALTON WOODS CAMP-TRINITY FELLOWSHIP. GRANTEE ADDRESS: 65 ALTA HILL WAY WALNUT CREEK, CA 94595. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/28/17. AMOUNT GIVEN: 2,225.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACTIVITY CLASSIFICATION: PROVIDING HOMES FOR PEOPLE WITHOUT HOMES TO LIVE IN. GRANTEE NAME: SHELTER, INC. OF CONTRA COSTA. GRANTEE ADDRESS: 1333 WILLOW PASS ROAD, SUITE 206 CONCORD, CA 94520. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/28/17. AMOUNT GIVEN: 3,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 30,115.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DESCRIPTION: ADMINISTRATIVE EXP (BANK FEE & INSURANCE). AMOUNT: 472.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAYTON HANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09259540100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALNUT CREEK ROTARY CLUB COMMUNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALN
ReturnHeader/Filer/EIN0680186826
ReturnHeader/Filer/PhoneNum09259540100
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 4191
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094596
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C8EA31C67CF70A3EC06B16238D16DCBB9DEF3391
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId019052261E1CD715B5E081E3EFA4D1207D990F649
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:52:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810742089
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RGP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03468 BUSKIRK AVE SUITE 308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094523
ReturnHeader/PreparerPersonGrp/PhoneNum09259540100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS ROCKWELL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-11T13:38:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$451,495
Liabilities
$0
Net assets
$451,495
Revenue
$57,502
Expenses
$30,587
Net income
$26,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.43$0.34$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.58$0.44$0.14
2022Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.69$0.38$0.31
2021Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.63$0.32$0.31
2020Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.71$0.28$0.43
2019Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.66$0.46$0.21
2018Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.58$0.62$0.05
2017Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.58$0.31$0.27
2016Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$1.35$0.38$0.97
2015Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.54$0.40$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.43$0.39$0.04
2013Summary only. Only limited summary data is available for this year.$3.02$0.00$0.37$0.31$0.06
2012Summary only. Only limited summary data is available for this year.$2.96$0.00$0.41$0.27$0.13
2011Summary only. Only limited summary data is available for this year.$2.83$0.00$0.42$0.33$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits