Civic Intelligence

Cb Wellness Foundation

990PF • Fiscal year 2022 • EIN 77-0528716

Jul 01, 2021 to Jun 30, 2022 • Filed on May 12, 2022

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

10th percentile

-81%

Higher net margin than 10% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

11th percentile

-42%

Faster asset growth than 11% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

46th percentile

2.3%

Faster revenue growth than 46% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$49,643

Down $36,263 (-42%) from 2021

Net Assets

Down

$49,643

Down $36,263 (-42%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$8,064

Up $180 (+2.3%) from 2021

Expenses

Up

$14,595

Up $5,525 (+61%) from 2021

Net Income

Down

-$6,531

Down $5,345 (-451%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$49,643
Liabilities$0
Net Assets$49,643

Operations Trend

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

2022

Revenue$8,064
Expenses$14,595
Net Income-$6,531
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 12, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BONNIE CRATERExe. Trustee-$0--
CHRISTOPHER ALAN BUJATrustee-$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
2022-05-12

Preparer

Firm
Allied Tax Planners
Address
7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer
Bradley L Haupt Ea
Phone
5108862937
Raw XML Appendix239 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 PROJECT LYME WHICH IS WORKING TO DEVELOP A CURE FOR LYME DISEASE AND LIVLYME FOUNDATION WHICH GIVES GRANTS TO CHILDREN SUFFERING FROM LYME AND TO PAY FOR THEIR MEDICINE. LYME DISEASE EFFECTS WOMEN AND CHILDREN MORE SEVERELY THAN ADULT MEN. IT ALSO CONTRIBUTED TO THE LOVE & LOVE TENNIS FOUNDATION WHICH EMPOWERS CHILDRENS CONFIDENCE THROUGH SPORTS.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1YOUTH EMPOWERMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PROJECT LYME FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LOVE & LOVE TENNIS FOUNDATION
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SUPPLIES
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BONNIE CRATER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXE. TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06508518171
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CB WELLNESS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CBWE
ReturnHeader/Filer/EIN0770528716
ReturnHeader/Filer/PhoneNum06508518171
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ReturnHeader/Filer/USAddress/CityNm0PORTOLA VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094028
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823783607
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/PhoneNum05108862937
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-15T12:33:58-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BONNIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CRATER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

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