Civic Intelligence

Wealthnet Charitable Gift Fund

EIN 68-0484330 • 501(c)3 • San Rafael, CA

Profile

Donor advised fund. Collect donations from individuals and make grants from those individuals to qualified 501c3 charities.

165 N Redwood Dr Ste 170San Rafael, CA 94903-4302

none

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

30th percentile

-4.0%

Higher net margin than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

51st percentile

4.4%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$4,634,066

Up $88,669 (+2.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$4,634,066

Up $88,669 (+2.0%) from 2024

Operations
Liabilities / Revenue19th percentileNet Margin30th percentile

Revenue

Down

$601,558

Down $305,281 (-34%) from 2024

Expenses

Up

$625,850

Up $316,200 (+102%) from 2024

Net Income

Down

-$24,292

Down $621,481 (-104%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,134,795Liabilities 2011: $0Net Assets 2011: $5,134,7952011Assets 2012: $6,494,513Liabilities 2012: $0Net Assets 2012: $6,494,5132012Assets 2013: $6,830,967Liabilities 2013: $0Net Assets 2013: $6,830,9672013Assets 2014: $4,359,187Liabilities 2014: $0Net Assets 2014: $4,359,1872014Assets 2015: $4,314,252Liabilities 2015: $0Net Assets 2015: $4,314,2522015Assets 2016: $4,360,155Liabilities 2016: $0Net Assets 2016: $4,360,1552016Assets 2017: $5,444,832Liabilities 2017: $0Net Assets 2017: $5,444,8322017Assets 2018: $4,837,132Liabilities 2018: $0Net Assets 2018: $4,837,1322018Assets 2019: $4,711,984Liabilities 2019: $0Net Assets 2019: $4,711,9842019Assets 2020: $4,869,012Liabilities 2020: $0Net Assets 2020: $4,869,0122020Assets 2021: $5,093,315Liabilities 2021: $0Net Assets 2021: $5,093,3152021Assets 2022: $4,714,850Liabilities 2022: $0Net Assets 2022: $4,714,8502022Assets 2023: $4,254,547Liabilities 2023: $0Net Assets 2023: $4,254,5472023Assets 2024: $4,545,397Liabilities 2024: $0Net Assets 2024: $4,545,3972024Assets 2025: $4,634,066Liabilities 2025: $0Net Assets 2025: $4,634,0662025

Highlighted filing

2025

Assets$4,634,066
Liabilities$0
Net Assets$4,634,066
Open 2025 Filing

Operations Trend

Revenue Growth19th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $266,305Expenses 2011: $235,849Net Income 2011: $30,4562011Revenue 2012: $1,609,026Expenses 2012: $466,381Net Income 2012: $1,142,6452012Revenue 2013: $555,141Expenses 2013: $345,316Net Income 2013: $209,8252013Revenue 2014: $193,766Expenses 2014: $2,846,799Net Income 2014: -$2,653,0332014Revenue 2015: $558,847Expenses 2015: $286,935Net Income 2015: $271,9122015Revenue 2016: $282,354Expenses 2016: $269,792Net Income 2016: $12,5622016Revenue 2017: $1,686,490Expenses 2017: $248,672Net Income 2017: $1,437,8182017Revenue 2018: $371,657Expenses 2018: $559,231Net Income 2018: -$187,5742018Revenue 2019: $219,550Expenses 2019: $411,545Net Income 2019: -$191,9952019Revenue 2020: $1,005,650Expenses 2020: $1,179,675Net Income 2020: -$174,0252020Revenue 2021: $457,157Expenses 2021: $668,906Net Income 2021: -$211,7492021Revenue 2022: $854,290Expenses 2022: $623,070Net Income 2022: $231,2202022Revenue 2023: $797,240Expenses 2023: $545,530Net Income 2023: $251,7102023Revenue 2024: $906,839Expenses 2024: $309,650Net Income 2024: $597,1892024Revenue 2025: $601,558Expenses 2025: $625,850Net Income 2025: -$24,2922025

Highlighted filing

2025

Revenue$601,558
Expenses$625,850
Net Income-$24,292
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,634,066
Liabilities
$0
Net assets
$4,634,066
Revenue
$601,558
Expenses
$625,850
Net income
-$24,292
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.60$0.63$0.02
2024Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.91$0.31$0.60
2023Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.80$0.55$0.25
2022Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.85$0.62$0.23
2021Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.46$0.67$0.21
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.87$0.00$4.87$1.01$1.18$0.17
2019Summary only. Only limited summary data is available for this year.$4.71$0.00$4.71$0.22$0.41$0.19
2018Summary only. Only limited summary data is available for this year.$4.84$0.00$4.84$0.37$0.56$0.19
2017Summary only. Only limited summary data is available for this year.$5.44$0.00$5.44$1.69$0.25$1.44
2016Summary only. Only limited summary data is available for this year.$4.36$0.00$4.36$0.28$0.27$0.01
2015Summary only. Only limited summary data is available for this year.$4.31$0.00$4.31$0.56$0.29$0.27
2014Summary only. Only limited summary data is available for this year.$4.36$0.00$4.36$0.19$2.85$2.65
2013Summary only. Only limited summary data is available for this year.$6.83$0.00$6.83$0.56$0.35$0.21
2012Summary only. Only limited summary data is available for this year.$6.49$0.00$6.49$1.61$0.47$1.14
2011Summary only. Only limited summary data is available for this year.$5.13$0.00$5.13$0.27$0.24$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Jan 27, 2026
Return Version
2024v5.1
Gross Receipts
$601,558
Mission and Program Overview

Mission

Donor advised fund. Collect donations from individuals and make grants from those individuals to qualified 501c3 charities.

Donor advised fund. Collect donations from individuals and make grants requested by those individuals to qualified 501c3 charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,542,837$4,569,516▲ $26,679
Cash and Non-Interest-Bearing Accounts$2,560$64,550▲ $61,990
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$4,545,397$4,634,066▲ $88,669
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,545,397$4,634,066▲ $88,669
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$4,545,397$4,634,066▲ $88,669
Total Liabilities and Net Assets / Fund Balance$4,545,397$4,634,066▲ $88,669
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Mr Robert MargeticPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$286,392
Program Service Revenue
$0
Investment Income
$315,166
Other Revenue
$0
All Other Contributions
$286,392
Change in Net Assets
$-24,292
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$541,600
Other Expenses$84,250
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$0--$541,600
Fees for Service Investment Mgmnt Fees$42,000$0$0$42,000
Fees for Services Accounting$40,000$0$0$40,000
Office Expenses$2,250$0$0$2,250
Total Functional Expenses$84,250$0$0$625,850
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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

Part VI, Line 19

“All information is available by contacting the organization. We have no employees so there are no specific employee disclosures”

Filing and Contact Details

Filer

Filer Name
Wealthnet Charitable Gift Fund
EIN
68-0484330
Phone
4156992982
Address
165 N REDWOOD DR STE 170, SAN RAFAEL, CA 94903-4302

Signing Officer

Name
Robert Margetic
Title
President
Phone
4154721510
Signed
2026-01-27

Organization Details

Principal Officer
Robert Margetic
Formed
2001
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0
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IRS990/NetUnrlzdGainsLossesInvstAmt0112961
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04634066
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IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/BOYAmt00
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
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