Civic Intelligence

Wealthnet Charitable Gift Fund

990 • Fiscal year 2016 • EIN 68-0484330

Nov 01, 2015 to Oct 31, 2016

San Rafael, CA
Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

57th percentile

4.4%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

49th percentile

1.1%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-49%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$4,360,155

Up $45,903 (+1.1%) from 2015

Net Assets

Up

$4,360,155

Up $45,903 (+1.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$282,354

Down $276,493 (-49%) from 2015

Expenses

Down

$269,792

Down $17,143 (-6.0%) from 2015

Net Income

Down

$12,562

Down $259,350 (-95%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$4,360,155
Liabilities$0
Net Assets$4,360,155

Operations Trend

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

2016

Revenue$282,354
Expenses$269,792
Net Income$12,562
Filing Detail Status

This 2016 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Nov 1, 2015 to Oct 31, 2016
Mission and Program Overview

Mission

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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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