Civic Intelligence

Wharton Aerospace

990EZ • Fiscal year 2019 • EIN 81-2749204

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization ProfileN/A
14540 Red Hawk LnPoway, CA 92064

(858) 254-0428

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

100th percentile

95%

Higher net margin than 100% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

100th percentile

30250%

Faster asset growth than 100% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

72nd percentile

13%

Faster revenue growth than 72% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$92,115

Up $92,115 from 2017

Net Assets

Up

$92,115

Up $92,995 (+10568%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin100th percentile

Revenue

Up

$97,423

Up $20,915 (+27%) from 2017

Expenses

Down

$5,308

Down $72,080 (-93%) from 2017

Net Income

Up

$92,115

Up $92,995 (+10568%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$300K$200K$100K$0-$100KAssets 2016: $105,732Liabilities 2016: $02016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: -$8802017Assets 2019: $92,115Liabilities 2019: $0Net Assets 2019: $92,1152019Assets 2020: $188,432Liabilities 2020: $02020Assets 2022: $201,994Liabilities 2022: $0Net Assets 2022: $201,9942022Assets 2023: $207,629Net Assets 2023: $207,6292023Assets 2024: $266,661Liabilities 2024: $0Net Assets 2024: $266,6612024

Highlighted filing

2019

Assets$92,115
Liabilities$0
Net Assets$92,115
Open 2019 Filing

Operations Trend

Revenue Growth72nd percentile

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

$300K$200K$100K$0-$100KRevenue 2016: $133,037Expenses 2016: $27,304Net Income 2016: $105,7332016Revenue 2017: $76,508Expenses 2017: $77,388Net Income 2017: -$8802017Revenue 2019: $97,423Expenses 2019: $5,308Net Income 2019: $92,1152019Revenue 2020: $91,056Expenses 2020: $58,849Net Income 2020: $32,2072020Revenue 2022: $155,222Expenses 2022: $134,725Net Income 2022: $20,4972022Revenue 2023: $187,259Expenses 2023: $181,624Net Income 2023: $5,6352023Revenue 2024: $201,112Expenses 2024: $142,080Net Income 2024: $59,0322024

Highlighted filing

2019

Revenue$97,423
Expenses$5,308
Net Income$92,115
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$97,423
Mission and Program Overview

Mission

Industry Association for conference and networking

Provide an alumni association of senior executives and invited guests with shared commitments to the commercial aerospace and defense industries.

Program Services

DescriptionGrantsExpenses
CONFERENCES THAT ENGAGE IN INNOVATION, NEW VENTURES AND EMERGING BUSINESSES IN COMMERCIAL AEROSPACE AND DEFENSE INDUSTRIES.--
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN CHANGTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wharton Aerospace
EIN
81-2749204
Address
14540 RED HAWK LN, POWAY, CA 92064

Signing Officer

Name
Ellen Chang
Title
Treasurer
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Lori A Riccardi CPA APAC
Address
2305 Historic Decatur Rd STE 100, San Diego, CA 92106
Preparer
Lori Riccardi
Phone
6198087728
Raw XML Appendix80 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ELLEN CHANG
IRS990EZ/BooksInCareOfDetail/PhoneNum08582540428
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014540 RED HAWK LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0POWAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092064
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt092115
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt092115
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05308
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt092115
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt097423
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092115
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELLEN CHANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE AN ALUMNI ASSOCIATION OF SENIOR EXECUTIVES AND INVITED GUESTS WITH SHARED COMMITMENTS TO THE COMMERCIAL AEROSPACE AND DEFENSE INDUSTRIES.
IRS990EZ/ProgramServiceRevenueAmt097423
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONFERENCES THAT ENGAGE IN INNOVATION, NEW VENTURES AND EMERGING BUSINESSES IN COMMERCIAL AEROSPACE AND DEFENSE INDUSTRIES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05308
IRS990EZ/TotalRevenueAmt097423
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN CHANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHARTON AEROSPACE
ReturnHeader/Filer/BusinessNameControlTxt0WHAR
ReturnHeader/Filer/EIN0812749204
ReturnHeader/Filer/USAddress/AddressLine1Txt014540 RED HAWK LN
ReturnHeader/Filer/USAddress/CityNm0POWAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092064
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474092150
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lori A Riccardi CPA APAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02305 Historic Decatur Rd STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092106
ReturnHeader/PreparerPersonGrp/PhoneNum06198087728
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI RICCARDI
ReturnHeader/ReturnTs02020-11-16T11:46:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,115
Liabilities
$0
Net assets
$92,115
Revenue
$97,423
Expenses
$5,308
Net income
$92,115
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$2.01$1.42$0.59
2023Detailed filing. Detailed filing data is available for this year.$2.08$2.08$1.87$1.82$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$1.55$1.35$0.20
2020Summary only. Only limited summary data is available for this year.$1.88$0.00$0.91$0.59$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.97$0.05$0.92
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.01$0.77$0.77$0.01
2016Summary only. Only limited summary data is available for this year.$1.06$0.00$1.33$0.27$1.06