Civic Intelligence

The Watertable Trust

990PF • Fiscal year 2023 • EIN 82-0803461

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 22, 2024

Organization ProfileN/A
PO Box 19599Irvine, CA 92623

(949) 474-1965

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

98th percentile

454%

Faster asset growth than 98% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

55%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$1,700

Up $1,393 (+454%) from 2022

Net Assets

Up

$1,700

Up $1,708 (+21350%) from 2022

Liabilities

Down

$0

Down $315 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin80th percentile

Revenue

$6,000

No earlier filing loaded for comparison.

Expenses

Up

$4,292

Up $230 (+5.7%) from 2022

Net Income

$1,708

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$200K$100K$0-$100K-$200KAssets 2018: $9,534Liabilities 2018: $126,339Net Assets 2018: -$116,8052018Assets 2019: $11,534Liabilities 2019: $0Net Assets 2019: $11,5342019Assets 2020: $7,518Liabilities 2020: $835Net Assets 2020: $6,6832020Assets 2021: $4,369Liabilities 2021: $315Net Assets 2021: $4,0542021Assets 2022: $307Liabilities 2022: $315Net Assets 2022: -$82022Assets 2023: $1,700Liabilities 2023: $0Net Assets 2023: $1,7002023Assets 2024: $3,268Liabilities 2024: $0Net Assets 2024: $3,2682024

Highlighted filing

2023

Assets$1,700
Liabilities$0
Net Assets$1,700
Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2018: $65,000Expenses 2018: $181,805Net Income 2018: -$116,8052018Revenue 2019: $201,000Expenses 2019: $72,661Net Income 2019: $128,3392019Revenue 2020: $5,000Expenses 2020: $9,851Net Income 2020: -$4,8512020Revenue 2021: $2,500Expenses 2021: $5,129Net Income 2021: -$2,6292021Expenses 2022: $4,0622022Revenue 2023: $6,000Expenses 2023: $4,292Net Income 2023: $1,7082023Revenue 2024: $6,000Expenses 2024: $4,432Net Income 2024: $1,5682024

Highlighted filing

2023

Revenue$6,000
Expenses$4,292
Net Income$1,708
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 22, 2024
Return Version
2023v5.0
Mission and Program Overview

Mission

The organization's mission is to create programming in los angeles, ca related to art and religion.

Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOWARD F AHMANSONPresident, Trustor-$0--
ROBERTA GREEN AHMANSONChairman, Trustee-$0--
ANN HIROUVice Chairman, Trustee-$0--
JAMES DAVISON HUNTERTrustee-$0--
CARA MEGAN LEWISDeputy Director, Trustee-$0--
LINNEA SPRANSYDirector Of Water, Trustee-$0--
MARK BATHELChief Financial Officer, Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Watertable Trust
EIN
82-0803461
Phone
9494741965
Address
PO BOX 19599, IRVINE, CA 92623

Signing Officer

Name
Howard F Ahmanson
Title
President
Phone
9494741965
Signed
2024-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Windes Inc
Address
2050 MAIN ST STE 1300, IRVINE, CA 92614
Preparer
Douglas Beaver
Phone
9498529433
Raw XML Appendix313 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HOWARD F AHMANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERTA GREEN AHMANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANN HIROU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JAMES DAVISON HUNTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CARA MEGAN LEWIS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE CHAIRMAN, TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DEPUTY DIRECTOR, TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR OF WATER, TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6CHIEF FINANCIAL OFFICER, TRUSTEE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt053
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt053
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt072
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt072
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt072
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt072
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0FIELDSTEAD & COMPANY INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt017512 VON KARMAN AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0IRVINE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092614
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21197
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0315
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ADVANCES FROM RELATED ENTITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0FIELDSTEAD & COMPANY INC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt017512 VON KARMAN AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0IRVINE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd092614
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HOWARD F AHMANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09494741965
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WATERTABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0820803461
ReturnHeader/Filer/PhoneNum09494741965
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 19599
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092623
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953001179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINDES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02050 MAIN ST STE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09498529433
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS BEAVER
ReturnHeader/ReturnTs02024-03-22T13:39:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HOWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AHMANSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,700
Liabilities
$0
Net assets
$1,700
Revenue
$6,000
Expenses
$4,292
Net income
$1,708
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.06$0.04$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.06$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.03$0.05$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.01$0.07$0.05$0.10$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$2.01$0.73$1.28
2018Detailed filing. Detailed filing data is available for this year.$0.10$1.26$1.17$0.65$1.82$1.17