Civic Intelligence

Wmf

990PF • Fiscal year 2016 • EIN 77-0464006

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profile
PO Box 60372Palo Alto, CA 94306

(408) 295-6200

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

39th percentile

-1.5%

Higher net margin than 39% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

47th percentile

-0.0%

Faster asset growth than 47% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-68%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$313,113

Down $49 (-0.0%) from 2015

Net Assets

Down

$313,113

Down $49 (-0.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin39th percentile

Revenue

Down

$3,202

Down $6,811 (-68%) from 2015

Expenses

Down

$3,251

Down $6,706 (-67%) from 2015

Net Income

Down

-$49

Down $105 (-188%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$400K$300K$200K$100K$0Assets 2011: $348,579Liabilities 2011: $02011Assets 2012: $320,085Liabilities 2012: $02012Assets 2013: $295,876Liabilities 2013: $0Net Assets 2013: $295,8762013Assets 2014: $313,106Liabilities 2014: $0Net Assets 2014: $313,1062014Assets 2015: $313,162Liabilities 2015: $0Net Assets 2015: $313,1622015Assets 2016: $313,113Liabilities 2016: $0Net Assets 2016: $313,1132016Assets 2017: $317,300Liabilities 2017: $0Net Assets 2017: $317,3002017Assets 2018: $322,672Liabilities 2018: $0Net Assets 2018: $322,6722018Assets 2019: $319,529Liabilities 2019: $0Net Assets 2019: $319,5292019Assets 2020: $336,802Liabilities 2020: $0Net Assets 2020: $336,8022020Assets 2021: $339,954Liabilities 2021: $0Net Assets 2021: $339,9542021Assets 2022: $210,453Liabilities 2022: $0Net Assets 2022: $210,4532022Assets 2023: $239,059Liabilities 2023: $0Net Assets 2023: $239,0592023Assets 2024: $239,267Liabilities 2024: $0Net Assets 2024: $239,2672024

Highlighted filing

2016

Assets$313,113
Liabilities$0
Net Assets$313,113
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

$50K$0-$50K-$100K-$150KRevenue 2011: $7,667Expenses 2011: $28,912Net Income 2011: -$21,2452011Revenue 2012: $6,527Expenses 2012: $35,021Net Income 2012: -$28,4942012Revenue 2013: $10,883Expenses 2013: $35,092Net Income 2013: -$24,2092013Revenue 2014: $30,152Expenses 2014: $12,922Net Income 2014: $17,2302014Revenue 2015: $10,013Expenses 2015: $9,957Net Income 2015: $562015Revenue 2016: $3,202Expenses 2016: $3,251Net Income 2016: -$492016Revenue 2017: $15,142Expenses 2017: $10,955Net Income 2017: $4,1872017Revenue 2018: $11,289Expenses 2018: $5,917Net Income 2018: $5,3722018Revenue 2019: $10,042Expenses 2019: $13,185Net Income 2019: -$3,1432019Revenue 2020: $9,761Expenses 2020: $1,542Net Income 2020: $8,2192020Revenue 2021: $4,718Expenses 2021: $1,566Net Income 2021: $3,1522021Revenue 2022: -$125,260Expenses 2022: $9,799Net Income 2022: -$135,0592022Revenue 2023: $26,857Expenses 2023: $2,493Net Income 2023: $24,3642023Revenue 2024: $15,433Expenses 2024: $15,225Net Income 2024: $2082024

Highlighted filing

2016

Revenue$3,202
Expenses$3,251
Net Income-$49
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARJORIE MCLARENPresident-$0--
JONTI MCLARENCFO-$0--
BRITTANY MCLARENSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Wmf
EIN
77-0464006
Phone
4082956200
Address
PO BOX 60372, PALO ALTO, CA 94306

Signing Officer

Name
Marjorie Mclaren
Title
President
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Costantini Immer & Reynolds
Address
100 W San Fernando St Suite 495, San Jose, CA 95113
Preparer
Mark Costantini
Phone
4082956200
Raw XML Appendix280 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01185
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING AND TAX PREP
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0685
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01890
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-5307
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-3417
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-3417
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0685
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01185
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt06619
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01890
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01890
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-49
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0177972
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-5307
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0771
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt080
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0434
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0514
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02080
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01119
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03251
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01890
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03202
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0580
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01119
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0183279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-6387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-6387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0176892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-5307
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-49
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0313113
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0313162
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0313113
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08259
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08259
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08259
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08274
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015
IRS990PF/DistributableAmountGrp/TotalTaxAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt015
IRS990PF/FMVAssetsEOYAmt0170202
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0140326
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0140326
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0810
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0171045
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0142179
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0138784
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedBOYAmt0184470
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedEOYAmt0232580
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01791
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt030608
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt030608
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0313162
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0313113
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0170202
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0313162
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0313113
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0313162
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0313113
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0128692
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt080533
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0167993
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt042146
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0125847
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02520
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08274
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0165473
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0167993
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARJORIE MCLAREN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JONTI MCLAREN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRITTANY MCLAREN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 60372
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 60372
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 60372
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094306
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194306
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294306
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt014196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt014204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt08335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt012008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt031830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt031930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt025531
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.085792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04844
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.06574
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.14149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.10598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.06730
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt08
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0165473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0172058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0182652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0224959
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0301287
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0379358
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.428958
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02080
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02080
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02080
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 60372
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALO ALTO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094306
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARJORIE MCLAREN
IRS990PF/StatementsRegardingActyGrp/PhoneNum06506143800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARJORIE MCLAREN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JONTI MCLAREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST ANTHONYS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03500 MIDDLEFIELD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MENLO PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094025
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02080
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06179
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03301
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020612
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016950
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06639
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06179
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0460
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt040863
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03301
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020612
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016950
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02080
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt041323
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt047502
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROGER BOONE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01440 BROADWAY APT 407
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN FRANCISCO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0941092663
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PORTFOLIO MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt080
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0434
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt080
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1434
TaxesSchedule/TaxesDetail/Amt052
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARJORIE MCLAREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WMF
ReturnHeader/Filer/BusinessNameControlTxt0WMF
ReturnHeader/Filer/EIN0770464006
ReturnHeader/Filer/PhoneNum04082956200
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 60372
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Costantini Immer & Reynolds
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 W San Fernando St Suite 495
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095113
ReturnHeader/PreparerPersonGrp/PhoneNum04082956200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Costantini
ReturnHeader/ReturnTs02017-05-09T07:15:59-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$313,113
Liabilities
$0
Net assets
$313,113
Revenue
$3,202
Expenses
$3,251
Net income
-$49
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.15$0.15$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.27$0.02$0.24
2022Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$1.25$0.10$1.35
2021Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.05$0.02$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.10$0.02$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.10$0.13$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.11$0.06$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.15$0.11$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.03$0.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.10$0.10$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.30$0.13$0.17
2013Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.11$0.35$0.24
2012Summary only. Only limited summary data is available for this year.$3.20$0.00$0.07$0.35$0.28
2011Summary only. Only limited summary data is available for this year.$3.49$0.00$0.08$0.29$0.21