Civic Intelligence

Wake Family Charitable Foundation

990PF • Fiscal year 2017 • EIN 81-1684715

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 30, 2018

Organization Profile
10130 Oakwood CircleCarmel, CA 93923

(831) 601-7177

Siviq Scores

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

Liabilities / Assets

90th percentile

0.00x

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.00x

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Net Margin

62nd percentile

16%

Higher net margin than 62% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Asset Growth

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-95%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$32,384

Down $3,612 (-10%) from 2016

Net Assets

Down

$32,384

Down $3,612 (-10%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin62nd percentile

Revenue

Down

$4,344

Down $74,825 (-95%) from 2016

Expenses

Down

$3,640

Down $51,951 (-93%) from 2016

Net Income

Down

$704

Down $22,874 (-97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$3.0M$2.0M$1.0M$0Assets 2016: $35,996Liabilities 2016: $0Net Assets 2016: $35,9962016Assets 2017: $32,384Liabilities 2017: $0Net Assets 2017: $32,3842017Assets 2018: $20,420Liabilities 2018: $0Net Assets 2018: $20,4202018Assets 2019: $1,341,238Liabilities 2019: $0Net Assets 2019: $1,341,2382019Assets 2020: $2,876,312Liabilities 2020: $0Net Assets 2020: $2,876,3122020Assets 2021: $2,911,052Liabilities 2021: $0Net Assets 2021: $2,911,0522021Assets 2022: $2,738,983Liabilities 2022: $0Net Assets 2022: $2,738,9832022Assets 2023: $2,072,111Liabilities 2023: $0Net Assets 2023: $2,072,1112023Assets 2024: $1,690,475Liabilities 2024: $0Net Assets 2024: $1,690,4752024

Highlighted filing

2017

Assets$32,384
Liabilities$0
Net Assets$32,384
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $79,169Expenses 2016: $55,591Net Income 2016: $23,5782016Revenue 2017: $4,344Expenses 2017: $3,640Net Income 2017: $7042017Revenue 2018: $12,345Expenses 2018: $10,532Net Income 2018: $1,8132018Revenue 2019: $1,443,972Expenses 2019: $100,080Net Income 2019: $1,343,8922019Revenue 2020: $2,103,224Expenses 2020: $154,012Net Income 2020: $1,949,2122020Revenue 2021: $369,130Expenses 2021: $327,422Net Income 2021: $41,7082021Revenue 2022: $290,820Expenses 2022: $459,873Net Income 2022: -$169,0532022Revenue 2023: $209,496Expenses 2023: $880,448Net Income 2023: -$670,9522023Revenue 2024: $270,233Expenses 2024: $654,806Net Income 2024: -$384,5732024

Highlighted filing

2017

Revenue$4,344
Expenses$3,640
Net Income$704
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 30, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Harold E WakePresident & CEOPT$0--
George H WakeSecretaryPT$0--
Wanda J WakeDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wake Family Charitable Foundation
EIN
81-1684715
Phone
8316017177
Address
10130 Oakwood Circle, Carmel, CA 93923

Signing Officer

Name
Harold E Wake
Title
President & CEO
Signed
2018-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Ivor E Wallis Accountancy Corporation
Address
1754 Technology Drive Suite 140, San Jose, CA 95110
Preparer
Ivor Wallis
Phone
4085739220
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/DistributableAmountGrp/MinimumInvestmentReturnAmt01684
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt032665
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0513
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01684
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1George H Wake
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Wanda J Wake
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Cost of Stock Sold
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EMA Annual Fee
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt080
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Harold E Wake
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wake Family Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WAKE
ReturnHeader/Filer/EIN0811684715
ReturnHeader/Filer/PhoneNum08316017177
ReturnHeader/Filer/USAddress/AddressLine1Txt010130 Oakwood Circle
ReturnHeader/Filer/USAddress/CityNm0Carmel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093923
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810588901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ivor E Wallis Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01754 Technology Drive Suite 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095110
ReturnHeader/PreparerPersonGrp/PhoneNum04085739220
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ivor Wallis
ReturnHeader/ReturnTs02018-11-05T16:23:41-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,384
Liabilities
$0
Net assets
$32,384
Revenue
$4,344
Expenses
$3,640
Net income
$704
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.27$0.65$0.38
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.21$0.88$0.67
2022Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.29$0.46$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.37$0.33$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$2.10$0.15$1.95
2019Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$1.44$0.10$1.34
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.08$0.06$0.02