Civic Intelligence

Cb Wellness Foundation

990PF • Fiscal year 2016 • EIN 77-0528716

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 06, 2017

Organization Profile
172 Wayside RoadPortola Valley, CA 94028

(650) 851-8171

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

98th percentile

92%

Higher net margin than 98% 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

57th percentile

3.8%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

98th percentile

504%

Faster revenue growth than 98% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$48,625

Up $1,792 (+3.8%) from 2015

Net Assets

$48,625

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin98th percentile

Revenue

Up

$39,821

Up $33,224 (+504%) from 2015

Expenses

Down

$3,223

Down $2,307 (-42%) from 2015

Net Income

Up

$36,598

Up $35,531 (+3330%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$100K$50K$0Assets 2011: $64,358Liabilities 2011: $02011Assets 2012: $46,136Liabilities 2012: $02012Assets 2013: $35,524Liabilities 2013: $02013Assets 2014: $43,822Liabilities 2014: $02014Assets 2015: $46,833Liabilities 2015: $02015Assets 2016: $48,625Liabilities 2016: $0Net Assets 2016: $48,6252016Assets 2017: $46,480Liabilities 2017: $0Net Assets 2017: $46,4802017Assets 2018: $64,372Liabilities 2018: $0Net Assets 2018: $64,3722018Assets 2019: $64,103Liabilities 2019: $0Net Assets 2019: $64,1032019Assets 2020: $73,341Liabilities 2020: $0Net Assets 2020: $73,3412020Assets 2021: $85,906Liabilities 2021: $0Net Assets 2021: $85,9062021Assets 2022: $49,643Liabilities 2022: $0Net Assets 2022: $49,6432022Assets 2023: $57,107Liabilities 2023: $0Net Assets 2023: $57,1072023Assets 2024: $61,865Liabilities 2024: $0Net Assets 2024: $61,8652024Assets 2025: $60,602Liabilities 2025: $0Net Assets 2025: $60,6022025

Highlighted filing

2016

Assets$48,625
Liabilities$0
Net Assets$48,625
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $4,328Expenses 2011: $7,440Net Income 2011: -$3,1122011Revenue 2012: $7,350Expenses 2012: $7,565Net Income 2012: -$2152012Revenue 2013: $5,178Expenses 2013: $15,790Net Income 2013: -$10,6122013Revenue 2014: $4,105Expenses 2014: $4,550Net Income 2014: -$4452014Revenue 2015: $6,597Expenses 2015: $5,530Net Income 2015: $1,0672015Revenue 2016: $39,821Expenses 2016: $3,223Net Income 2016: $36,5982016Revenue 2017: $1Expenses 2017: $8,535Net Income 2017: -$8,5342017Revenue 2018: $2,587Expenses 2018: $5,620Net Income 2018: -$3,0332018Revenue 2019: $2,346Expenses 2019: $6,610Net Income 2019: -$4,2642019Revenue 2020: $20,953Expenses 2020: $22,846Net Income 2020: -$1,8932020Revenue 2021: $7,884Expenses 2021: $9,070Net Income 2021: -$1,1862021Revenue 2022: $8,064Expenses 2022: $14,595Net Income 2022: -$6,5312022Revenue 2023: $3,808Expenses 2023: $5,200Net Income 2023: -$1,3922023Revenue 2024: $3,934Expenses 2024: $7,435Net Income 2024: -$3,5012024Revenue 2025: $51,419Expenses 2025: $11,250Net Income 2025: $40,1692025

Highlighted filing

2016

Revenue$39,821
Expenses$3,223
Net Income$36,598
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 6, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BONNIE CRATERExe. Trustee-$0--
CHRISTOPHER ALAN BUJATrustee-$0--
NANCY JANDLTrustee-$0--
CHRISTOPHER PENNYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Cb Wellness Foundation
EIN
77-0528716
Phone
6508518171
Address
172 WAYSIDE ROAD, PORTOLA VALLEY, CA 94028

Signing Officer

Name
Bonnie Crater
Title
Exe. Trustee
Phone
6508518171
Signed
2017-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Allied Tax Planners
Address
7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer
Bradley L Haupt Ea
Phone
9252486800
Raw XML Appendix259 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.

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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE CB WELLNESS FOUNDATION CONTINUED ITS FOCUS TO ADVANCE WOMEN'S AND CHILDREN'S HEALTH. THIS YEARS FOCUS WAS ON UNDERWRITING EXPENSES FOR THE BAY AREA LYME FUND WHICH IS WORKING TO DEVELOP A CURE FOR LYME DISEASE. LYME DISEASE EFFECTS WOMEN AND CHILDREN MORE SEVERELY THAN ADULT MEN. WE ALSO SUPPORTED VICTORY RANCH'S EFFORTS TO IMPROVE THE LIVES OF FOSTER CHILDREN THROUGH EQUESTRIAN PROGRAMS. LASTLY, WE SUPPORTED THE CREATION OF SAFE RIDING FACILITIES FOR HANDICAPPED RIDERS AND YOUTH RIDERS AT THE HORSE PARK AT WOODSIDE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORTOLA VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SWEET BRIAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd224595
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01728
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/QualifyingDistributionsAmt01728
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01728
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01728
OtherDecreasesSchedule/OtherDecreasesDetail/Amt034806
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DECREASE IN EQUITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SUPPLIES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BONNIE CRATER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXE. TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06508518171
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CB WELLNESS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CBWE
ReturnHeader/Filer/EIN0770528716
ReturnHeader/Filer/PhoneNum06508518171
ReturnHeader/Filer/USAddress/AddressLine1Txt0172 WAYSIDE ROAD
ReturnHeader/Filer/USAddress/CityNm0PORTOLA VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094028
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943206957
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLIED TAX PLANNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07300 JOHNSTON ROAD SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588
ReturnHeader/PreparerPersonGrp/PhoneNum09252486800
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-06T14:55:07-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$48,625
Liabilities
$0
Net assets
$48,625
Revenue
$39,821
Expenses
$3,223
Net income
$36,598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$60.6$0.00$60.6$51.4$11.3$40.2
2024Detailed filing. Detailed filing data is available for this year.$61.9$0.00$61.9$3.93$7.44$3.50
2023Detailed filing. Detailed filing data is available for this year.$57.1$0.00$57.1$3.81$5.20$1.39
2022Detailed filing. Detailed filing data is available for this year.$49.6$0.00$49.6$8.06$14.6$6.53
2021Detailed filing. Detailed filing data is available for this year.$85.9$0.00$85.9$7.88$9.07$1.19
2020Detailed filing. Detailed filing data is available for this year.$73.3$0.00$73.3$21.0$22.8$1.89
2019Detailed filing. Detailed filing data is available for this year.$64.1$0.00$64.1$2.35$6.61$4.26
2018Detailed filing. Detailed filing data is available for this year.$64.4$0.00$64.4$2.59$5.62$3.03
2017Detailed filing. Detailed filing data is available for this year.$46.5$0.00$46.5$0.00$8.54$8.53
2016Detailed filing. Detailed filing data is available for this year.$48.6$0.00$48.6$39.8$3.22$36.6
2015Summary only. Only limited summary data is available for this year.$46.8$0.00$6.60$5.53$1.07
2014Summary only. Only limited summary data is available for this year.$43.8$0.00$4.11$4.55$0.45
2013Summary only. Only limited summary data is available for this year.$35.5$0.00$5.18$15.8$10.6
2012Summary only. Only limited summary data is available for this year.$46.1$0.00$7.35$7.57$0.22
2011Summary only. Only limited summary data is available for this year.$64.4$0.00$4.33$7.44$3.11