Civic Intelligence

Willard & Renee Wade Foundation

990PF • Fiscal year 2022 • EIN 80-0371571

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 04, 2023

Organization Profile
10100 Santa Monica Blvd 2200Los Angeles, CA 90067

(310) 282-2383

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

8th percentile

-113%

Higher net margin than 8% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

51st percentile

$15,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

32nd percentile

-4.6%

Faster asset growth than 32% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

20th percentile

-29%

Faster revenue growth than 20% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,428,686

Down $116,096 (-4.6%) from 2021

Net Assets

Down

$2,428,686

Down $116,096 (-4.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin8th percentile

Revenue

Down

$103,667

Down $41,363 (-29%) from 2021

Expenses

Up

$220,367

Up $6,045 (+2.8%) from 2021

Net Income

Down

-$116,700

Down $47,408 (-68%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,253,475Liabilities 2011: $02011Assets 2012: $3,090,055Liabilities 2012: $02012Assets 2013: $3,156,192Liabilities 2013: $02013Assets 2014: $3,079,786Liabilities 2014: $02014Assets 2015: $3,129,633Liabilities 2015: $02015Assets 2019: $2,950,620Liabilities 2019: $02019Assets 2020: $2,610,673Liabilities 2020: $12020Assets 2021: $2,544,782Liabilities 2021: $0Net Assets 2021: $2,544,7822021Assets 2022: $2,428,686Liabilities 2022: $0Net Assets 2022: $2,428,6862022Assets 2023: $2,399,677Liabilities 2023: $12023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2022

Assets$2,428,686
Liabilities$0
Net Assets$2,428,686
Open 2022 Filing

Operations Trend

Revenue Growth20th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $113,656Expenses 2011: $178,928Net Income 2011: -$65,2722011Revenue 2012: $47,117Expenses 2012: $210,662Net Income 2012: -$163,5452012Revenue 2013: $216,671Expenses 2013: $150,534Net Income 2013: $66,1372013Revenue 2014: $290,433Expenses 2014: $366,839Net Income 2014: -$76,4062014Revenue 2015: $193,374Expenses 2015: $143,527Net Income 2015: $49,8472015Revenue 2019: $24,055Expenses 2019: $181,651Net Income 2019: -$157,5962019Revenue 2020: -$199,052Expenses 2020: $148,755Net Income 2020: -$347,8072020Revenue 2021: $145,030Expenses 2021: $214,322Net Income 2021: -$69,2922021Revenue 2022: $103,667Expenses 2022: $220,367Net Income 2022: -$116,7002022Revenue 2023: $174,193Expenses 2023: $203,202Net Income 2023: -$29,0092023Revenue 2024: $108,692Expenses 2024: $681,286Net Income 2024: -$572,5942024

Highlighted filing

2022

Revenue$103,667
Expenses$220,367
Net Income-$116,700
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 4, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET FORRESTTrustee-$15,000-$15,000
PAUL FRIMMERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-TO FURTHER THE GOALS OF THE FOUNDATION.PCLOMA LINDA, CA, US$150,000
Paid Grant-TO FURTHER THE GOALS OF THE FOUNDATION.PCOJAI, CA, US$10,000
Paid Grant-TO FURTHER THE GOALS OF THE FOUNDATIONPCOJAI, CA, US$1,000
Filing and Contact Details

Filer

Filer Name
Willard & Renee Wade Foundation
EIN
80-0371571
Phone
3102822383
Address
10100 SANTA MONICA BLVD 2200, LOS ANGELES, CA 90067

Signing Officer

Name
Paul Frimmer
Title
Trustee
Signed
2023-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Tax Center
Address
11754 VICTORY BLVD, NORTH HOLLYWOOD, CA 91606
Preparer
Karen J Michel
Phone
8187669461
Raw XML Appendix349 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc36,344 SHENKMAN CAPITAL SHORT DUR HI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4176 VANGUARD 500 INDEX ADMIRAL
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc76,882 VOYA SECURITIZED CREDIT
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PAUL FRIMMER
IRS990PF/StatementsRegardingActyGrp/PhoneNum03102822383
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FURTHER THE GOALS OF THE FOUNDATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO FURTHER THE GOALS OF THE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LOMA LINDA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1OJAI UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2HUMANE SOCIETY OF VENTURA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2402 BRYANT STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092354
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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/AppliedToCurrentYearAmt0156171
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010747
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0156171
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011716
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011716
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0178634
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011716
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011716
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010747
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04034
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08068
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt12864
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2-126
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Department of Justice
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Internal Revenue Service
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12864
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2-126
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12864
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2-126
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt026294
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026294
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026294
TaxesSchedule/TaxesDetail/Amt01092
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01092
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL FRIMMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLARD & RENEE WADE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co PAUL FRIMMER
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0800371571
ReturnHeader/Filer/PhoneNum03102822383
ReturnHeader/Filer/USAddress/AddressLine1Txt010100 SANTA MONICA BLVD 2200
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954719856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX CENTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011754 VICTORY BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH HOLLYWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091606
ReturnHeader/PreparerPersonGrp/PhoneNum08187669461
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN J MICHEL
ReturnHeader/ReturnTs02023-08-04T17:02:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRIMMER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,428,686
Liabilities
$0
Net assets
$2,428,686
Revenue
$103,667
Expenses
$220,367
Net income
-$116,700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$0.68$0.57
2023Summary only. Only limited summary data is available for this year.$2.40$0.00$0.17$0.20$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.10$0.22$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.00$2.54$0.15$0.21$0.07
2020Summary only. Only limited summary data is available for this year.$2.61$0.00$0.20$0.15$0.35
2019Summary only. Only limited summary data is available for this year.$2.95$0.00$0.02$0.18$0.16
2015Summary only. Only limited summary data is available for this year.$3.13$0.00$0.19$0.14$0.05
2014Summary only. Only limited summary data is available for this year.$3.08$0.00$0.29$0.37$0.08
2013Summary only. Only limited summary data is available for this year.$3.16$0.00$0.22$0.15$0.07
2012Summary only. Only limited summary data is available for this year.$3.09$0.00$0.05$0.21$0.16
2011Summary only. Only limited summary data is available for this year.$3.25$0.00$0.11$0.18$0.07