Civic Intelligence

Wealthnet Charitable Gift Fund

990 • Fiscal year 2023 • EIN 68-0484330

Nov 01, 2022 to Oct 31, 2023 • Filed on Mar 01, 2024

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

(415) 699-2982

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

13th percentile

-9.8%

Faster asset growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

28th percentile

-6.7%

Faster revenue growth than 28% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$4,254,547

Down $460,303 (-9.8%) from 2022

Net Assets

Down

$4,254,547

Down $460,303 (-9.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin83rd percentile

Revenue

Down

$797,240

Down $57,050 (-6.7%) from 2022

Expenses

Down

$545,530

Down $77,540 (-12%) from 2022

Net Income

Up

$251,710

Up $20,490 (+8.9%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$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

2023

Assets$4,254,547
Liabilities$0
Net Assets$4,254,547
Open 2023 Filing

Operations Trend

Revenue Growth28th percentile

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

2023

Revenue$797,240
Expenses$545,530
Net Income$251,710
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Mar 1, 2024
Return Version
2022v5.0
Gross Receipts
$797,240
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$4,714,690$4,252,397▼ $462,293
Cash and Non-Interest-Bearing Accounts$160$2,150▲ $1,990
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$4,714,850$4,254,547▼ $460,303
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$4,714,850$4,254,547▼ $460,303
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$4,714,850$4,254,547▼ $460,303
Total Liabilities and Net Assets / Fund Balance$4,714,850$4,254,547▼ $460,303
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Robert MargeticPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$696,590
Program Service Revenue
$0
Investment Income
$100,650
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$251,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$464,440
Other Expenses$81,090
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$0--$464,440
Fees for Services Accounting$20,000$20,000$0$40,000
Fees for Service Investment Mgmnt Fees$30,000$0$0$30,000
Office Expenses$8,000$3,090$0$11,090
Total Functional Expenses$58,000$23,090$0$545,530
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 General

“| Explanation:| Organization does not have personnel policies as it has no employees. Documents are available to the public by contacting the organization.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Robert Margetic
Title
President
Signed
2024-03-01

Organization Details

Formed
2001
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt00
IRS990/OtherExpensesGrp/TotalAmt10
IRS990/OtherExpensesGrp/TotalAmt20
IRS990/OtherExpensesGrp/TotalAmt30
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt20
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt10
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt20
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Robert Margetic
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt30
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt40
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt20
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt30
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt40
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt40
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0504926
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0542320
IRS990/PYInvestmentIncomeAmt0349364
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt080750
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0231220
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0623070
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0854290
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0251710
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,254,547
Liabilities
$0
Net assets
$4,254,547
Revenue
$797,240
Expenses
$545,530
Net income
$251,710
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